Recordkeeping metadata in Office 365 and SharePoint

Records management standards (see below) state that a defining feature of records is that they are associated with metadata - both 'point of capture' metadata and 'process' metadata that continues to evolve throughout the life of the record. For at least two decades, the requirement to capture and store metadata for digital records has driven …

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Setting up SharePoint Online to manage records (as part of Office 365) – Part 1/3

This is the first of three posts that describe the main elements involved in setting up SharePoint Online to manage records. This post focuses on the recordkeeping related elements in the Office 365 and Compliance admin portals: Office 365 Admin - Licences, Roles and AD Groups (including Office 365 Groups) Compliance Admin - Retention labels …

Understanding and applying retention policies to content in MS Teams

This post highlights the need to understand how retention works in MS Teams, why it may be related to how long you keep emails (including for backup purposes), and why you need to consider all the elements that make up an Office 365 Group when considering how - and how long - to retain content …

Understanding SharePoint Online in the context of Office 365 admin

On-premise versions of SharePoint were standalone systems, usually administered by a trained and qualified SharePoint Administrator. Records managers may and may not have had access to or a role in that environment. Generally, the only other group that would typically have access to SharePoint on-premise were the DBAs who managed the (SQL) database. SharePoint Online …

Managing the outcomes of records retention in Office 365

The retention of records in Exchange Online (EXO), SharePoint Online (SPO), OneDrive for Business (ODfB) and Office 365 (O365) groups can be achieved through the application of retention labels published in the O365 Security and Compliance admin portal. This post describes: How retention labels work (in summary), including the 'per record' rather than the container/aggregation …

Records retention in Exchange Online

Retention policies created as labels in the classification section of  the Office 365 (O365) Security & Compliance admin centre can be applied to content in Exchange Online (EXO) mailboxes. It may not be possible to apply more than one Office 365 retention policy to EXO mailboxes because, unless the mailbox is dedicated to a specific …

Office 365 admin and Security and Compliance portals – records management options and settings

If you plan, or want to understand how, to manage records 'out of the box' in the Office 365 ecosystem including in SharePoint Online, Exchange Online and MS Teams, you will need to know the available options and settings. These would normally be set by the Office 365 Global Admins (GAs) or, in some cases, …

Managing the retention and disposal of emails in Office 365

In a recent blog post (https://thinkingrecords.co.uk/2019/02/14/managing-email-in-office-365/), James Lappin provided a good overview of the direction that Microsoft have gone with retention and disposal in Office 365. A key point with almost anything to do with SharePoint Online (that differentiates it from on-premise) is that SharePoint Online (and its 'personal' end-user service, OneDrive for Business) is …

SharePoint Online and OneDrive for Business – Preventing external sharing of data

A recent (September 2017) article suggested that OneDrive for Business (ODfB) (and by extension SharePoint Online (SPO); ODfB is a SharePoint-based service), a key application in Office 365 was a potential source of data leaks and/or target for hacking attacks. I don't disagree that, if not configured correctly, any online document management system - not …