Sunday, May 3, 2020

Office 365 Records Management

A few days ago, it was announced that a new Records Management solutions went GA for Office 365.  I was super excited to see this because I have done a lot of Records Management work in the early days of SharePoint 2007 and 2010.  Back then, the SharePoint Server Records Management records collection was pretty basic.  However after reading what we are now doing with Records Management with Office 365, I can see some huge steps forward.  This is much more sophisticated than in-place records management using the content organizer.

Here are the key takeaways I had.

  • New and advanced capabilities to classify, retain and dispose data.
  • Advancements leverage cloud machine learning capabilities to identity and classify records.
  • New capability for event based retention policies.
  • Works for SPO and EXO plus documents stored in Teams (which uses SPO).
  • Requires you to purchase of E5 because it is leveraging advanced cloud features inside of data governance, labeling, etc.  Minimally you need the Office 365 Advanced Compliance SKU.  Apparently not everyone in the tenant needs to be licensed, only users with edit access where records management features are used must be licensed.

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