Label Retention across O365

Retention labels across O365
Blog Post: 2 minute read.

Today I had the opportunity to try out the new label feature in the Office 365 Security & Compliance center for classifying data. This is not to be confused with labels you can apply in Azure Information Protection (AIP) as I’ve previously blogged about (AIP Labels: Keep it Simple). The retention labels I’m discussing in this post can be applied across Exchange, OneDrive, SharePoint and Office 365 Groups and retention can be applied based on this classification.

Check out this article by Microsoft explaining this feature: Overview of Labels.

Labels are configured in the Classifications section in the Security & Compliance Center in O365. First you add labels(1) and then you publish them as policies(2). This makes them available to apply to content. Below are 4 label policies I’ve defined in my tenant to cover different content and retention scenarios:

S&C Centre Publish Labels

Retention labels in O365

I’m a SharePoint gal from a ways back and I’m familiar with the traditional retention options available in SharePoint so I set out to discover how this new technique worked. Microsoft’s guidance is to start using these labels rather than In place records management and Record Centers for retention and Information Management Policies for deletion so I wanted to start thinking about how labels may affect the setup of  libraries, sites, and even content types in SharePoint in the future. Continue reading “Label Retention across O365”

AIP Labels: Keep it Simple (or KISS)

AIP Labels- Keep it Simple (or KISS)

Blog Post: 3 minute read.

Have you been tasked with implementing Azure Information Protection (AIP) in your organization? If the KISS principle ever applied to anything in the O365 service, it definitely applies to the AIP world of classification and labeling. Get too complicated and  your users will hate the control “IT” is forcing upon them and will look to other tools to “get the job done”.

What is Azure Information Protection (AIP)? It lets organizations classify, label, and protect data at the time of creation or modification. With AIP, users can:

  • Classify data based on sensitivity, and add labels – manually or automatically
  • Protect data using encryption, authentication and use rights
  • Enable intuitive, non-intrusive experience for end-users

-Microsoft Azure Information Protection team

In AIP, you use labels to apply classification to documents and emails. The labels are stored in clear text as either metadata in files (you’ll see the label as a sensitivity property in Advanced properties) or in email headers to allow other services (DLP, custom solutions, etc.) to identify the classification and take appropriate action.

What are some strategies you can use to keep your AIP deployment simple? Read on. Continue reading “AIP Labels: Keep it Simple (or KISS)”

SharePoint Permission Tips for Site Owners

SharePoint Permission TipsIf you grant SharePoint users the Full Control permission level in a SharePoint site this gives them the ability to administer their own site, including permissions. You will likely find yourself needing to facilitate a “SharePoint Permissions 101” training session at some point. I’ve given a few of these sessions and there are some common questions I consistently hear from site owners; this post will list these questions and my answer for each.

Note: This applies to standard SharePoint sites and NOT a SharePoint site provisioned with an Office 365 Group. In an Office 365 Group site, permission administration is accomplished using different methods.


“Who can edit SharePoint group membership?”

4OptionsYou determine this by clicking Site permissions under the Users and Permissions group in Site settings of any site. You will see a list of all SharePoint groups defined for the current site. If you click into any one of the SharePoint groups and then select the Group Settings ribbon option shown beside the blue star you can see who has the ability to edit that SharePoint group’s membership. Continue reading “SharePoint Permission Tips for Site Owners”

Simple Office 365 Setup Tips for an SMB

Getting a Small Business Organized with Office 365Blog post: 2 minute read.

[Update: April 14, 2017 – Social Media added]

I’m a small business owner with a mighty staff of one. 🙂 I’m also an O365 consultant with an Office 365 Business Essentials tenant. This gives me the opportunity to eat some of my own cooking when it comes to O365 adoption and setting up my tenant to work effectively for me and my business. In this post I’ll share some simple tips for SMBs when setting up their own O365 tenants to help streamline some typical processes.

I’ll cover these things:

  • Provision those Office 365 Groups!
  • Stay on task with Planner Hub
  • Staying organized for speaking and travel
  • Keeping track of receipts
  • Social media [New]

Have an idea for your own tenant that would work for an SMB? Let me know! I’d love to hear your ideas…

Continue reading “Simple Office 365 Setup Tips for an SMB”

SharePoint Fest Denver 2017

DenverCityI’m thrilled to announce I will be giving 2 presentations in Denver at the SP Fest conference that runs from May 30 thru June 2, 2017 in the Colorado Convention Center. This will be my first visit to Colorado and I’m so excited to go!

I’m doing 2 sessions while in Denver. Details are below…


Information Management and Governance in O365

What does Information Management and Governance mean within the context of O365? What are the tools that allow us to manage it? In this session we’ll talk about the traditional ways we’ve approached this discipline and how the new collaboration world is disrupting this.

Organizations need to empower employees to reap the benefits of new collaboration tools in the digital workplace, but they can’t compromise the security, compliance and protection of corporate assets while doing it.

Capabilities are being rolled out to help organizations keep both managed and unmanaged content secure and compliant throughout O365. We’ll talk about setting organizations up for success on all fronts from an Information Management perspective.


How to Build a SharePoint Search-Driven Website

What does it mean to build a search-driven website in SharePoint and why is this better than the traditional approach of site design? In this session you will learn the value-add of this design architecture and how to build search-driven sites in SharePoint using cross-site publishing and author-in-place features. This approach not only improves the experience for content authors but also provides dynamic, tailored pages for content consumers, all done by leveraging SharePoint search and managed metadata as the underlying mechanism.

I’ll walk thru an end-to-end example of designing, authoring and publishing content as well as customizing search webparts to demonstrate how you can use this technique to keep your site dynamic and personalized. This is a no-code session!

Features demonstrated: Cross-site publishing, Author-in-place, Managed Metadata, Search, Content Search webpart.


Curious about either of my sessions? Well sign up and join me!

For more information about the event and to register, click HERE.

[UPDATE June 4, 2017] The SharePoint Fest conference was awesome! The organizers did a fantastic job and I would highly recommend a SP Fest conference to anyone! Here is the link to my Denver presentations: docs.com

It was great to meet some new friends and hang out. Here are some pics from the conference:


-JCK