Understanding OneDrives – for records managers

OneDrive is a standard feature in Microsoft 365 licences. OneDrives: Provide a 'personal' space to store content, with up to 1 TB of storage, that cannot be accessed by anyone except the relevant admins (no different from their previous ability to access 'personal' or 'home ' drives). Can be accessed by end-users directly from File …

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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 …

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 …

Classifying records in Microsoft 365

There are three main options in Microsoft 365 to apply recordkeeping classification terms to (some) records: Metadata columns added to SharePoint sites, including those added to Content Types and/or added directly to document libraries. Taxonomy terms stored in the central Term Store, including those added as site columns and added to site content types and/or …

Managing the retention of records in Microsoft 365 with an E3 licence

Microsoft released its 'Records Management' solution for Microsoft 365 during 2020. The solution is only accessible to organisations with an E5 licence (or an E5 Security and Compliance licence). Some of the retention-related options previously available to E3 licences, such as disposition review, are now only available with an E5 licence. However, for cost and …

All the ways SharePoint sites can be created

SharePoint is a core foundational element in Microsoft 365. It is primarily used for the storage of digital objects (including pages) in document libraries and rows and columns of data in lists. It is ubiquitous and almost impossible to remove from a Microsoft 365 licence because it 'powers' so many different things. While the idea …

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 …

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 …

Microsoft 365 – Options for collating, grouping and aggregating records

The international standard for records management, ISO 15489-1:2016 (‘Information and documentation – Records management – Part 1: Concepts and Principles’), defines records as 'information created, received, and maintained as evidence and as an asset by an organization or person, in pursuit of legal obligations or in the transaction of business'. Among other things, the standard notes that …

A Tale of Two Retention Policies in Microsoft 365

There are two ways to create retention policies in Microsoft 365 - (a) by creating a label and publishing it as retention policy, or (b) creating a retention policy without a label. Both are created from the Information Governance section of the Compliance portal in Microsoft 365. This post describes how the policies are created …