Category: Governance

A basic retention model for Microsoft Teams

A basic retention model for Microsoft Teams

In my previous post about managing inactive Teams, the third option listed was to apply retention policies to those Teams. It included the graphic below. This post provides more details of a basic retention model that can be applied to both active and inactive Teams. Key takeaways Key takeaways from this post for records and … Continue reading A basic retention model for Microsoft Teams

Tips to reduce complexity when implementing SharePoint

Tips to reduce complexity when implementing SharePoint

Over a period of almost 10 years of providing support for SharePoint (2010, 2013, Online), one of my key learnings has been to avoid complexity in its implementation. The more complicated the implementation is, the harder it will be to support, fix and maintain. This post contains several tips for implementing SharePoint to minimise complexity … Continue reading Tips to reduce complexity when implementing SharePoint

Recordkeeping roles and permissions in Microsoft 365

Recordkeeping roles and permissions in Microsoft 365

(Updated 3 September 2020 with reference to customised admin roles) Microsoft 365 is a cloud-based collaboration and content system that includes a wide range of functionality to create, capture and manage records, primarily in SharePoint Online but also in OneDrive for Business, Exchange Online and in MS Teams.  This post outlines the roles and permissions … Continue reading Recordkeeping roles and permissions in Microsoft 365

What happens if you mix label-based retention policies and non-label retention policies on the same SharePoint site?

Two types of retention policy can be created in Microsoft 365: Label-based retention policies, where the label is used to define the retention and retention outcomes. Labels must be published in a retention policy, a process that includes determining where the labels will be applied and appear ('explicit') to end users. Non-label-based retention policies, where … Continue reading What happens if you mix label-based retention policies and non-label retention policies on the same SharePoint site?

Managing MS Teams chat as records

Managing MS Teams chat as records

(The image above was part of collector’s album issued in 1930 by Echte Wagner, a German margarine company. Source - https://flashbak.com/wonderful-futuristic-visions-of-germany-by-artists-in-1930-381451/) On 19 May 2020, Tony Redmond published a very helpful article on the Office 365 for IT Pros website titled 'Using Teams Compliance Data for eDiscovery'. In the article, Tony describes where and how … Continue reading Managing MS Teams chat as records