Last Updated on October 20, 2023
Came across Microsoft Purview in the admin section?
In this guide, you will learn the role of Microsoft Purview, the card section, navigation within the compliance center, and the solutions available.
Let’s get started.
Table of Contents:
The Role of Microsoft Purview in Data Governance
Microsoft Purview can help you manage data across your organization, including SharePoint sites.
It’s like your personal data governance assistant, helping you manage and control your organization’s data effectively.
Here’s how:
- Data cataloging: Helps catalog all data across your organization wherever your data resides (on-premise, across various cloud platforms, or in SaaS applications)
- Data Classification: Classify data based on over 100 built-in classifiers to understand and manage your sensitive data better, ensuring it meets legal and regulatory standards and contributes to your overall compliance score
- Data Lineage: Provides a visual representation of your data lineage to track your data from its source through its journey in your organization
- Data Protection: Ensures your data is protected no matter where it goes by integrating with Microsoft Information Protection
Remember when you first learned to organize your workspace? How it made everything more efficient and manageable?
That’s what Microsoft Purview does for your data.
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Accessing the Compliance Portal
Not everyone in your organization will have access to the compliance.microsoft.com portal.
Only users with specific roles can access it. These roles include:
- Global administrator: This is the top-level administrator role in Microsoft 365. They have access to all administrative features.
- Compliance administrator: Users with this role can access all compliance features in the compliance center.
- Compliance data administrator: This role has access to all data within the compliance center.
Only those with the right roles can access the valuable compliance tools and data inside the compliance portal.
Related: The SharePoint Admin Role (Complete Guide for Beginners)
How to access the compliance portal
Accessing the compliance portal is as easy as 1-2-3.
Here’s how:
If you’re on a Microsoft 365 page, you can do the following:
- Click the app drawer
- Select admin
If not, you can always do this:
- Type in the following URL in your browser: https://compliance.microsoft.com
- Enter your Microsoft 365 username and password
Once you’ve signed in, you will be directed to the compliance portal’s home page.
Card Section on Microsoft Purview
The card section serves as a visual summary of your organization’s data governance and compliance status.
It’s like walking into a control room and seeing all the monitors displaying the most critical information.
Here’s what it does for you:
- Quick overview: The card section provides a quick overview of your data compliance status, available solutions, and active alerts.
- Easy access: Each card serves as a gateway to a specific feature or tool, allowing you to access them directly from the dashboard.
- Customizable: You can customize the card section by adding or removing cards according to your needs.
Using the Add Cards feature for customized views
Microsoft Purview also offers an add cards feature, which allows you to customize your view by adding or removing cards based on your specific needs.
This feature enables you to create a personalized dashboard that focuses on the aspects of data governance that are most relevant to you.
Whether you want to focus on compliance, data discovery, or security alerts, this feature allows you to tailor your experience to your unique requirements.
The navigation pane in Microsoft Purview is customizable, allowing you to tailor it to your specific needs.
You can add or remove features and tools based on your role and the tasks you need to perform.
Home
The Home page is your starting point in Microsoft Purview.
It provides a snapshot of your data governance, including the number of data sources, assets, and glossary terms.
This helps to manage and govern data in a comprehensive manner.
Compliance Manager
Microsoft Purview compliance manager is a tool that helps you manage and monitor your compliance with various data protection regulations.
Like General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Health Insurance Portability and Accountability Act (HIPAA), and more.
It provides an overview of your current compliance status, highlighting any potential issues or areas that require attention.
Data Classification
Data classification in Microsoft Purview allows you to categorize your data based on its sensitivity and relevance.
This feature helps in maintaining data security and compliance by ensuring that sensitive data is appropriately protected.
Data Connectors
Data connectors in Microsoft Purview enable you to connect to various data sources, both within and outside your organization.
These connectors facilitate the seamless integration and management of data from different sources.
Alerts
The alerts feature in Microsoft Purview provides real-time notifications about any anomalies or potential security threats.
This feature allows you to take immediate action to mitigate these risks, thereby maintaining the security and integrity of your data.
Policies
Policies in Microsoft Purview allow you to set rules and guidelines for data governance, including communication compliance policies.
These policies can help ensure that your data is managed in a way that is consistent with your organization’s standards and regulations.
Roles & Scopes
Roles and scopes in Microsoft Purview allow you to manage user access and permissions.
By assigning specific roles to users, you can control what they can see and do within the system.
Scopes allow you to define the areas within the system where the roles apply.
Trials
The trials feature allows you to test out new features and tools before they are fully implemented.
This can help you understand how these features work and how they can benefit your data governance.
Breakdown of the Solutions Section
Microsoft Purview offers a wide range of solutions to help your organization govern, protect, and manage your entire data estate, including handling data subject requests.
Here are each item in the solutions section:
Catalog
The solution catalog is a comprehensive resource that provides detailed information about the various solutions offered by Microsoft 365.
It serves as a place for understanding the capabilities of each solution, how they can be implemented, and the benefits they can bring to your organization.
The catalog covers a wide range of solutions, from collaboration tools to security and compliance features.
Audit
The audit solution provides a comprehensive audit trail of all activities within your data estate, which can help you minimize internal risks.
This helps ensure accountability and transparency, making it easier to identify and address any potential issues or anomalies.
Content Search
Content search is a tool that allows you to search for items like emails, documents, and instant messaging conversations in your organization.
It’s part of the eDiscovery tools in the compliance center.
You can use Content Search to search mailboxes, sites, and public folders in your organization and preview search results in the compliance center.
Communication Compliance
Communication compliance is a tool that helps you create communication compliance policies to monitor and regulate communication activities within your organization.
This helps to mitigate communication risks.
It helps to ensure that the communication happening in your organization is compliant with both internal policies and external regulations.
It can also help to detect, capture, and take action on inappropriate messages that might pose a risk to your organization.
Data Loss Prevention
Data Loss Prevention (DLP) is a feature that helps to protect sensitive information through:
- Accidental sharing or leaking outside of your organization
- Via communication tools like Microsoft Teams
It allows you to identify, monitor, and automatically protect sensitive information across Microsoft 365.
eDiscovery
eDiscovery in Microsoft Purview is a tool that helps you to find, hold, and export content in your organization.
It’s used for legal cases and investigations.
It allows you to search for content in mailboxes, sites, and other places in your organization, and then preserve the content immutably.
Data Lifecycle Management
Data lifecycle management is a feature that helps you manage the lifecycle of your data from creation to deletion.
It allows you to set policies for how long data should be retained, when it should be deleted, and how it should be handled during its lifecycle.
Information Protection
Information protection is a tool that helps you to classify, label, and protect your sensitive data.
It allows you to set up policies to automatically apply labels to your data based on its content and context.
Information Barriers
Information barriers are a feature that allows you to set up policies to prevent certain groups of users from communicating with each other.
This is useful in scenarios where there are legal or ethical walls that need to be maintained within your organization.
Insider Risk Management
Insider Risk Management is a tool that helps you:
- Create insider risk management policies
- Detect, investigate, and take action on insider risks in your organization
It uses machine learning to identify risky activities and provides workflows to help you take action to help minimize internal risks.
Records Management
Records management is a feature that helps you manage and govern your organization’s records, including policies on how to archive data.
It allows you to set up policies for how long records should be retained, when they should be disposed of, and how they should be handled during their lifecycle.
Privacy Risk Management
Privacy risk management is a tool that helps you to identify, assess, and mitigate privacy risks in your organization.
This feature plays an important role in your overall risk management solutions.
It provides a centralized view of your data and helps you to understand how it’s being used and shared.
Subject Rights Requests
Subject rights requests is a feature that helps you to manage and respond to requests from individuals to access, delete, or rectify their personal data.
The Importance of Microsoft Purview
Microsoft Purview is a comprehensive tool for managing and governing data across on-site, multi-cloud, and SaaS environments.
It provides a comprehensive set of tools to discover, catalog, understand, and manage data.
With Purview, organizations can:
- Gain visibility into their data landscape
- Automate data discovery
- Cataloging and classification
- Apply a consistent set of data policies and standards across the data estate
- Respond to regulatory compliance requirements more effectively
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