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export retention labels into a template to review,
add and edit them in bulk, providing you with more
granular data governance controls. Office 365 file plan
offers advanced methods for: automating your data
governance plan, monitoring for compliance, and easy
updating as your organization evolves.
Immutable labels
Some firms might need to comply with regulations
such as the Securities and Exchange Commission
(SEC) Exchange Act, Rule 17a-4, which requires
that after a retention policy is turned on, it cannot
be turned off, removed from content or made less
restrictive. To meet this requirement, you can use
Preservation Lock or Regulatory Record labels.
After a policy's been locked, no one—including the
administrator—can turn off the policy or make it less
restrictive.
Establishing a well-defined information
architecture is a key starting point. Before you can act
on, and comply with your data governance obligations,
you need to have a framework in place to support the
management of the data. Developing the information
architecture should use a phased development
approach, creating incremental and measurable
benefits deployed to the organization. Leverage your
cross-functional governance committee to identify
representatives from business units within your
organization to support this process. As you meet with
other firm representatives, you will uncover additional
linkages between functions and processes that should
F I L E P L A N S C R E E N S
L A B E L S E T T I N G S
D A T A G O V E R N A N C E