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Joanne C Klein

Compliance in Microsoft 365

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Month: March 2023

A Records Manager’s guide to Auto-applying Retention Labels using SharePoint IA

March 15, 2023 Joanne Klein

Reading Time: 2 minutes I talk to many compliance professionals who are in the throes of reviewing their retention schedules with the intent of making it “software ready” for

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Microsoft 365 Fiscal Year Retention | Event-based Auto-apply

March 12, 2023 Joanne Klein

Reading Time: 9 minutes A long time coming, but this is the fourth post in my Blog Post series, Microsoft 365 Fiscal Year Retention, and its purpose is to

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Syntex Classifier vs Trainable Classifier

March 11, 2023 Joanne Klein

Reading Time: < 1 minute “When would you use a Microsoft Syntex document processing model classifier rather than a Trainable Classifier to apply a retention label?” I have been asked

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A SharePoint Content Type DLP Policy

March 11, 2023 Joanne Klein

Reading Time: 4 minutes [Updated March 2023] This capability is now available within the Purview DLP UI. Although the PowerShell technique I describe in this post will certainly still

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Structured Document Processing Model with Microsoft Syntex

March 6, 2023 Joanne Klein

Reading Time: 3 minutes As of March 2023, here are the types of custom Microsoft Syntex models you can build to classify documents in SharePoint (this post is about

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My Purview Data Lifecycle and Records Management Tip Sheets

March 6, 2023 Joanne Klein

Reading Time: 2 minutes As an independent consultant specializing in Microsoft Purview, I spend a lot of time with my customers explaining, summarizing, and demonstrating the capabilities. The knowledge

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