Creating a retention policy to retain content for seven years

Retention policies help organizations manage the lifecycle of their data, ensuring that important information is retained for compliance and operational purposes. This recipe focuses on creating a retention policy that applies to all users’ and groups’ mailboxes, OneDrive accounts, and SharePoint sites. It will retain content for 7 years (a regulatory requirement in this fictional scenario) before it allows the content to be deleted.

Getting ready

Ensure you have Global Administrator, Compliance Administrator, or Security Administrator permissions.

How to do it…

1. Sign in to the Microsoft Purview portal at https://purview.microsoft.com.
2. Select View all solutions | Data lifecycle management then select Policies | Retention from the left navigation menu.
3. Select New retention policy and provide Name and Description values for the new policy, such as 7-year Retention. Select Next.
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