Microsoft Purview

Retention and Records Readiness

Align retention controls with legal, operational, and records obligations.

Align retention controls with legal, operational, and records obligations.

Understand obligations

Map business, legal, regulatory, and records requirements.

Separate retention from backup

Retention governs preservation and disposition, not operational recovery.

Choose the right controls

Use policies, labels, event-based retention, and record declarations where appropriate.

Test disposition

Validate review, proof of disposition, and stakeholder ownership.

Maintain defensibility

Document schedules, approvals, exceptions, and operational procedures.

Apply This Guidance

Need help turning these practices into an actionable plan?

Karatin can help assess current-state controls, identify gaps, and create a prioritized remediation roadmap.

Contact Karatin