Microsoft Purview — data classification and loss prevention
From finding out where classification stands today, through a plan on paper, to implementation and a gradual rollout into production. The aim is for data to carry labels that make sense to the business, and protection that people can live with.
How it runs
How it runs from start to finish
The service has three phases and you can stop after any of them. You either get only a picture of the current state, or a complete design, or the whole implementation right into production.
The decision about what is sensitive in your company, and setting the retention periods. Both are your decision and they are an input, not an output. Nor does it cover data migration, classification outside the Microsoft environment and full-scale user training.
Inputs
What we need from you
- An account in your environment — either a guest invited into your tenant, or one you create in it. One is enough, it has read access only and you remove it at handover.
- Read access in the Purview environment, enough for the analysis phase.
- Read access in device management, if endpoint protection is in play.
- A pilot group of ten to twenty people, by name and across departments, not only from IT.
- Two hours with someone from the business who decides what is sensitive. The most frequent reason a project stalls.
- Retention periods in writing from the legal or compliance function, if retention is to be part of it.
How we treat your environment and data →
Two hours with someone from the business is a condition, not a wish. Without a decision on what is sensitive, the technical configuration has nothing to stand on.
Deliverables
What you get
- A picture of the current state — what is configured, what is used and where the data really sits.
- The classification plan on paper — the boxes, the platforms, the recognition rules and what is to be watched.
- Configured labels and publishing policies according to the approved plan.
- Data loss prevention policies for Exchange, SharePoint, OneDrive, Teams and endpoints, as far as the licence allows.
- An evaluated pilot and a plan for the rollout to the whole company.
- Configuration in version-controlled code, a PDF report, a simple summary for the board and a handover record.
How it runs
How it runs
Intro call
Thirty minutes. We get to know each other and go through the licences you have bought, the current state of labelling and where the data sits.
Analysis
A picture of the current state and the licence options. No impact on operations.
Plan and implementation
The classification plan on paper, its approval and the configuration that follows. Protection only warns at first.
Pilot and rollout
Evaluation of the pilot, adjustments and a gradual rollout into production.
Frequent questions
What people ask most often
Will it stop people working?
How many labels will we have?
Does it catch national ID and document numbers?
We introduced labels once and nobody uses them.
We have Microsoft 365 Business Premium. What is possible?
Related
What it leads on to
Not sure what your licence allows? That is settled straight away
Which licences you have bought is the first question and it sets the whole scope. On the call the answer comes within a minute.