In this Microsoft Purview eDiscovery hands-on course provides compliance professionals and auditors with the skills to manage data lifecycle, records management, eDiscovery, and communication compliance using Microsoft Purview. Learn how to create and manage retention policies, conduct eDiscovery (Premium) investigations, and implement communication compliance policies to ensure regulatory adherence. Gain practical experience in preserving, analyzing, and monitoring organizational data across Microsoft 365 services.

Course Objectives:

In this course, you will learn to:

• Understand and Implement Retention Policies:
• Learn how to create and manage data retention policies using Microsoft Purview.
• Understand the lifecycle of data and regulatory requirements for data retention.
• Conduct eDiscovery Searches:
• Master the process for conducting eDiscovery searches within Microsoft Purview.
• Learn how to preserve, search, and export data related to legal investigations.
• Implement Communication Compliance:
• Understand how to set up and manage communication compliance policies to monitor and regulate internal and external communications.
• Learn to use automated workflows to detect and review compliance violations.
• Microsoft Purview Interface Navigation:
• Gain familiarity with the Microsoft Purview interface and its key features.
• Develop proficiency in using Microsoft Purview tools and dashboards.
• Advanced Search Techniques:
• Implement advanced search queries and filtration techniques to fine-tune eDiscovery results.
• Learn to use keywords and conditions effectively to isolate relevant data.

Course content

Introduction to e-Discovery and Microsoft Purview

• Overview of e-Discovery
• Definition and importance of e-discovery in legal and regulatory contexts.
• Key components and phases of the e-discovery process.
• Introduction to Microsoft Purview
• Overview of Microsoft Purview and its capabilities for e-discovery.
• Understanding the architecture and components of Microsoft Purview.
• Navigating the e-Discovery Interface
• Familiarization with the Purview dashboard.
• Hands-on: Exploring e-discovery features in the interface

Setting Up e-Discovery Cases

• Creating an e-Discovery Case
• Step-by-step guide to setting up a new e-discovery case.
• Understanding case properties and settings.
• Configuring Case Settings
• Options for configuring case-specific settings, including permissions and notifications.
• Managing Case Roles and Permissions
• Understanding user roles and permissions within an e-discovery case.
• Hands-on: Setting up a sample e-discovery case.

Implement and Manage Retention with Microsoft Purview

• Overview of retention policies and records management.
• Creating and managing adaptive and static retention policies.
• Implementing event-based retention and disposition reviews.
• Auto-applying retention labels across Microsoft 365.

Manage records and disposition with Microsoft Purview

• Plan for retention and disposition with retention labels
• Organize retention labels by using file plan
• Create and manage auto-apply retention labels
• Declare records by using retention labels
• Conduct disposition reviews
• Understand policy and label precedence in Microsoft Purview
• Hands-on: Auto-apply retention label using a trainable classifier
• Hands-on: Configure disposition review for contract retention

Manage Microsoft Purview eDiscovery

• Introduction to Microsoft Purview eDiscovery
• Creating and managing eDiscovery cases and custodian data sources.
• Collecting, reviewing, and analyzing case content.
• Exporting eDiscovery reports for investigations.

Create and manage eDiscovery cases

• Configure eDiscovery prerequisites
• Create and manage eDiscovery cases
• Manage case access and permissions
• Configure case settings

Manage data sources and holds in Microsoft Purview eDiscovery

• Understand data sources in eDiscovery
• Select and manage data sources
• Create holds in eDiscovery
• Manage and maintain eDiscovery holds
• Preserve mailbox content and metadata under hold
• Identify and report on mailbox holds

Search for content with Microsoft Purview eDiscovery

• Understand eDiscovery and content search capabilities
• Prerequisites for using eDiscovery in Microsoft Purview
• Create an eDiscovery search
• Conduct an eDiscovery search
• Export eDiscovery search results

Analyze and prepare content in eDiscovery review sets

• Create and manage review sets in eDiscovery
• Search, filter, and view review set content
• Tag and organize content in review sets
• Run analytics on review sets
• Export and reuse review set content
• Use the query report to generate keyword reports

Detect and address communication risks with Microsoft Purview Communication Compliance

• Understand Microsoft Purview Communication Compliance
• Plan for communication compliance
• Understand the Communication Compliance workflow
• Create communication compliance policies
• Investigate and remediate Communication Compliance alerts
• Use Communication Compliance reports
• Detect and manage risky interactions in AI apps
• Integrate communication compliance with SIEM solutions

Implement retention, eDiscovery, and Communication compliance in Microsoft Purview

• Creating retention policies and labels for compliance.
• Conducting an eDiscovery search to investigate organizational data.
• Setting up a communication compliance policy to monitor Microsoft 365 communication channels.

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