CHAT TEAMS

Teams Video & Voice Calls

MEETINGS FILES

Recent

Microsoft Teams

Downloads

OneDrive

Join Skype for

Business Meeting

Exchange Calendar

Private

Meeting

Channel

Meeting

Files Wiki

Tabs Bots (1:Many)

Connectors Channels

Email Conversations

Meet Now

Conversation File

Video Call

Voice Call

Organization Activity

Tabs Bots (1:1)

ACTIVITY

Follow

Feed

Team Activity

My Activity

Filter

Search

Notification Settings

Feature Location

Chats Exchange – User mailbox

Conversation Exchange – Group Mailbox

Files in a 1:1 or group chat OneDrive for Business

Files in a Team SharePoint

Third party file integration Within the 3rd party service

Planner Planner

Group Outlook email & calendar Exchange – Group Mailbox

PowerBI Source Data System

Stream (Video) Stream

Bots Chat or Conversations in Teams

Connectors Conversations in Teams

Tabs A Tab provides a view to content that resides in another location

Voice & Video Calls Skype for Business

Microsoft Teams Functionality

CHAT TEAMS

Teams Video & Voice Calls

MEETINGS FILES

Recent

Microsoft Teams

Downloads

OneDrive

Join Skype for

Business Meeting

Exchange Calendar

Private

Meeting

Channel

Meeting

Files Wiki

Tabs Bots (1:Many)

Connectors Channels

Email Conversations

Meet Now

Conversation File

Video Call

Voice Call

Organization Activity

Tabs Bots (1:1)

ACTIVITY

Follow

Feed

Team Activity

My Activity

Filter

Search

Notification Settings

Classification &

Labeling

Labels

Retention Policies

*eDiscovery

Protection

Data Loss Prevention

Information Rights

Management

Service Assurance

Monitor &

Respond

Advanced Threat

Detection

Supervision

Audit Log

Leverage intelligence automate data retention and deletion

Labels

Retention Policies

*eDiscovery

Apply actions to preserve high value data in-place

and purge what’s redundant, trivial, or obsolete

Take Action

Automatic ClassificationClassify data based on automatic analysis

(age, user, type, sensitive data and user

provided fingerprints)

Intelligent PoliciesPolicy recommendations based on machine

learning and cloud intelligence

Auto-applied based on

sensitive information types

Auto-applied based on a

search query

The label is a record

A user has manually

applied a label

Auto-applied based on

a locationAnother label is older

Except when…

When you create

auto-apply labels for

sensitive information,

you see the same list

of policy templates as

when you create a

data loss prevention

(DLP) policy.

Query-based labels use the search

index to identify content.

• Email properties

• Site properties

• Contact properties

• Sensitive data types

• Site content shared with external users

• Site content shared within your

organization

Can only apply a default label to a

document library

Items inside a document set do

not inherit the default label

If you move an item with a default

label from one library to another

library with no default label, the

old default label is removed

Can only apply a default label to a

document library

Items inside a document set do

not inherit the default label

If you move an item with a default

label from one library to another

library with no default label, the

old default label is removed

A label that classifies

content as a record

needs to be applied

manually; it can't be

auto-applied

For SharePoint

content, any user in

the default

Members group (the

Contribute

permission level)

can apply a record

label to content

Only the site

collection

administrator can

remove or change

that label after it's

been applied

You can apply a

label to a folder in

Exchange but not

SharePoint or

OneDrive

For SharePoint

content, any user in

the default Members

group (the Contribute

permission level) can

apply a record label

to content

If there are multiple rules that assign an auto-apply label and

content meets the conditions of multiple rules, the label for the

oldest rule is assigned.

PERIOD. NO OTHER OPTION.

Labels are

auto-applied

Label policy is synced

to locations

Status = Success (On)

Labels applied

automatically to

content within

7 days

If the label is… Then the label policy can be applied to…

Exchange SharePoint OneDrive Groups

Published to end users X X X X

Auto-applied based on sensitive

information typesX X

Auto-applied based on a query X X X X

PROS CONS

Use to identify and action sensitive content Application of Label can be 1-7 days

No hierarchy of labels

No automatic application of labels to sites, content types,

Generic functionality that doesn’t meet local standards

Need to have an E5 license for

automatic labelling

No automatic labelling for records

Have to apply document library labels to each location

Can be independent of a label

Can be attached to a label. Only retention

policies in a label can:• Trigger a disposition review at the end of the

retention period, so that SharePoint and

OneDrive documents must be reviewed

before they can be deleted.

• Start the retention period from when the

content was labeled, instead of the age of the

content or when it was last modified.

• Retaining content so that it can’t be permanently deleted before the end of the retention period.

• Deleting content permanently at the end of the retention period.

Entire

Locations

Include

or

Exclude

Organization Wide

(limit of 10 org-wide policies and entire-location policies combined)

SharePointOneDrive for

BusinessGroups

Skype for

Business

Exchange

Email

Exchange

Public

Folder

Users

(up to 1000)

Groups

(up to 1000)

Locations

(up to 100 sites)

Retention wins over deletion

Longest retention period wins

Explicit inclusion wins over implicit inclusion

Shortest deletion period wins

1. If the content is modified or deleted during the retention period

2. If the content is not modified or deleted during the retention period

2

1Preservation

Hold Library

Document

Library

First-Stage

Recycle Bin

Second-Stage

Recycle Bin

Cleanup

Retention Period

User Purge Cleanup

Permanent

Deletion

Permanent

Deletion

93 Days

7 Days

PROS CONS

Simple content clean-up for

non-records content

A limit of 10 organization wide and location based

retention policies

Covers Skype for Business and Exchange ContentKeeps documents for 93 days after disposition

approval

No certification of destruction

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Erica.Toelle@RecordPoint.com