How-tos

Microsoft Purview is big, and it is not obvious where to begin. This series builds it the way we would in a real organization. First we decide what needs protection, turn it into labels and let Purview apply them where people don’t, then put a ring of DLP around the users and let encryption and site labels protect the content wherever it goes. Then we switch on audit, follow up on what actually happened, and use eDiscovery to find what we hold. After that comes the people side with Insider Risk Management, what to do when something goes wrong, proving compliance with Compliance Manager, and finally Data Security Posture Management, which ties it all together. Each video is three minutes or less, shows a simplified portal, and ends with what the user actually experiences. Watch them in order, or jump to the one you need.

Part 1

Start here

Decide what you're protecting, turn it into labels people actually use, and let Purview label what they miss.

Part 2

Build a DLP ring around the users

Close the exits one by one: email, sharing, devices, and the content nobody labeled.

Part 3

Encryption that travels

Protection that follows the content wherever it goes, and what that means for the people using it.

Part 4

Sites and teams

A label on a site guards the door, not the documents inside.

Part 5

Audit and logging

No record, no answer. Know what's logged, where, and for how long.

Part 6

Follow up: activity and data

Labels, DLP, encryption and sites are in place. Check what's actually happening, and take a first look at the data you hold.

Part 7

eDiscovery: map out the old and sensitive data

Search the whole tenant for what is old and what is sensitive, and turn the results into a cleanup list.

Part 8

Insider Risk Management

Most leaks start with someone who already has access. Find the patterns, and respect the people behind them.

Part 9

Investigation and response

Something has happened. Contain it, preserve the evidence, find out what was seen, and clean up.

Part 10

Compliance Manager

Laws and standards set requirements you must meet and document. Compliance Manager breaks them down into controls and improvement actions, and the compliance score shows how far you have come.

Part 11

Data Security Posture Management

One place to see where your sensitive data is at risk, what to fix first, and how AI uses it.

The portal screens in the videos are simplified, and the content reflects our own assessment. Licenses are shown as the lowest plans that include the feature.