Getting Started with Microsoft Purview

Introduction

As organizations store more business data in Microsoft 365, protecting sensitive information becomes increasingly important. Microsoft Purview provides built-in tools to classify, monitor, and secure data across emails, SharePoint, OneDrive, and Teams.

Problem / Scenario

A company wants to prevent employees from accidentally sharing confidential customer information outside the organization.

Prerequisites

• Microsoft 365 Tenant
• Microsoft Purview access
• Compliance Administrator permissions

Step-by-Step Configuration

1. Open Microsoft Purview Portal.
2. Navigate to Information Protection.
3. Create a new sensitivity label.
4. Configure encryption and protection settings.
5. Publish the label using a Label Policy.
6. Test the policy with sample documents.

Screenshots

• Purview Dashboard
• Label Creation Wizard
• Published Policy

Lessons Learned

• Start with audit mode before enforcing policies.
• Use clear label names for end users.
• Test policies with pilot users first.

Conclusion

Sensitivity labels provide an effective way to secure business information while keeping collaboration simple.