The Records management solution in the Microsoft 365 compliance center has some important controls for retention labels. Two new controls allow organizations to decide if they will allow users to unlock items assigned a record retention label. If they can’t, they won’t be able to update document contents or change an item’s metadata. This won’t suit all organizations, but it will make those which want locked down records management very happy indeed.
Auto-label retention policies find items in Microsoft 365 locations and apply retention labels to those items. In this article, we explain the steps involved in creating an auto-label retention policy to look for items with sensitivity labels and apply retention labels to those items.
Users attempting to delete SharePoint Online files assigned Microsoft 365 retention labels are blocked. That is, until a change arrives in November to make SharePoint Online and OneDrive for Business behave in the same manner. It’s a good change because it avoid the scenario where users remove retention labels to delete files, which undermines the organization’s compliance strategy. Now, deleted items go into the preservation hold library and stay there until their retention period expires. My only complaint is that the control over the mechanism is not as simple as it should be, but that’s a small and relatively unimportant flaw in the overall scheme of things.
The preservation hold library is an important component of SharePoint Online retention processing. A change coming in November should simplify file handling and reduce the amount of storage taken up by retained files in the library. Basically, instead of storing multiple versions of a file, SharePoint Online will hold a single file containing all the updates. It seems like a good change to make. We’ll know more when it rolls out.
In September Microsoft will introduce a new auto-expiration feature for Teams meeting recordings stored in OneDrive for Business and SharePoint Online. By default, recordings will be moved to the recycle bin 60 days after creation (30 days for users with Office 365 A1 licenses). Tenants can control the default expiration period using Teams meeting policies while users can override expiration for individual files. And if you use retention policies to control Teams meeting recordings, their instructions take precedence over auto-expiration.
A change being made to SharePoint Online in August will make the deletion process for files with retention labels consistent with OneDrive for Business. The intention is to achieve consistency across the two browser interfaces and to remove a little friction for users who might become confused when they SharePoint Online stops them deleting labeled files. Everything will happen in August. We wonder if anyone will notice?
Teams meeting recordings are now accumulating as MP4 files in OneDrive for Business and SharePoint Online. If you have Office 365 E5 licenses, you can use an auto-label policy to remove recordings after a set period. If you don’t have those licenses and need to remove recordings, you’ll have to come up with another plan, maybe after tracking the creation of recordings through the Office 365 audit log.
Sometimes Office 365 can be infuriating. My latest tribulation came in the form of missing retention labels, which disappeared from SharePoint Online without any reason for two weeks. Some labels returned due to auto-label policies, but any applied to documents manually had a vacation somewhere in the bowels of the services. It wasn’t a good experience.
If you’re interested in deploying backups for SharePoint Online, you might be doing so to prevent data loss through accidental user deletion. However, Office 365 retention labels and policies can help prevent accidental deletion too. And the best thing is that retention policies and labels are part of Office 365 E3, so you don’t have to pay more to get protection.