Microsoft Purview Data Lifecycle Management and eDiscovery – Q1 2023

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Q1 2023 Microsoft Purview features that are rolling out to your tenants


Developments in the cloud can be tough to keep track of. In this blog article, I want to focus on the developments for Microsoft Purview Data Lifecycle Management and eDiscovery – for the 1st quarter of 2023. Most of the features described are either rolling out or in preview. Private preview or NDA components are not covered, of course 🙂

This article is the second one of a series. Please check out the one on Microsoft Purview Information Protection as well 🙂


One frustration (for lack of a better word) for people working with Microsoft Purview auto-labeling policies for retention labels is how to test these out. As a general rule, I tend to use SharePoint Search for this. When working with retention labels that are targeted at this type of content. If the query used shows the desired results, you can be relatively sure that this will work in the auto-labeling policy.

But this is not a very handy solution and it only covers SharePoint Online/OneDrive. But you can now test your policies using a preview/simulation mode. For people that have worked with the auto-classification for data at rest (Information Protection), this will be a recognizable function.

As shown below, the simulation will detect (if correct) any information in your policy. And when you are satisfied, you can enable your policy. Note; this is still preview functionality.

One of the improvements I really enjoy might be cosmetic. But I would encourage Microsoft to add this to many more of the Purview dashboards and interfaces. A simple description of the locations when you create a retention policy. Very useful!

Another somewhat cosmetic change is the location for configuring adaptive scopes. These are now accessible using the portal: Roles & Scopes | Adaptive scopes.

eDiscovery news

On the eDiscovery front, there have been multiple announcements by Microsoft: Improving efficiency of your eDiscovery workflows with Microsoft Purview – Microsoft Community Hub. And some on the documentation (Microsoft Learn);

Data Loss Prevention

You probably won’t have missed this; on the DLP front, Microsoft announced the concept of Adaptive Protection for Microsoft 365. This function combines Insider Risk Management with Data Loss Prevention. Based on the risk level of a person (which is dynamically applied), the DLP policy can be adjusted.

Because of the integration with Insider Risk Management, some components are managed from this portal and require the relevant licenses. Within the DLP policies, you can now add specific risk levels. Also, note that the conditions now include the basic options “Presentation” or “Spreadsheet” (for example).

Adaptive protection is now in preview as is support for administrative units. You can read about this here. The last function to mention has gone from preview to General Available and this is the DLP migration assistant for Symantec. As Microsoft Purview DLP now has compatible features when compared to the Symantec offering, this toolkit allows you to migrate those DLP rules to Purview DLP rules. One of my colleagues was lucky enough to work with Microsoft on the 1st preview of this toolkit and he has stated that this 2nd version (now GA) has been heavily improved. So check this out.

That’s it.

I hope this article was helpful. I will try to do another article on Microsoft Purview components that I have not covered as yet.

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