Microsoft Purview will manage your electronic records! Yes it can, but deploying it is far from straightforward. Purview is a very challenging product to learn and deploy in a genuine records-compliant setting. Separate the marketing hype from the recordkeeping reality with this ground-breaking session from someone who truly understands records management, and is NOT trying to sell you the product. Purview has its own unique language, completely foreign to records management, and here you’ll learn how to speak it. Understand Purview’s critical shortcomings and limitations, with effective workaround strategies and methods. Learn how to deploy Purview safely to achieve genuine recordkeeping compliance. This session is NOT a Webinar-like stream of “What Purview can do”. Instead, you’ll learn how to translate its language to real-world records management, what works well and not so well, what to avoid, and practical workarounds for serious limitations.

This session is delivered by Bruce Miller, author, educator, independent consultant, leading expert in electronic recordkeeping, and author of “Managing Records in Microsoft SharePoint”. He has no stake in Purview sales or services, and calls it as he sees it. Bruce will navigate you through the complexities of Purview in simple, understandable recordkeeping terms you can relate to. You’ll finally be able to understand Purview and learn what it really takes to deploy it in a real-life electronic recordkeeping project.

·       Learn to speak Purview! Purview has its own unique language for records management. Translate it to normal “Records-speak”. Understand Policies, Labels, Document Understanding Models, Adaptive Scopes, Refinable Strings, Locations, Auto-Apply, Explicit vs Implicit Label Assignment, Crawled vs Managed Properties, KQL, Trainable Classifiers, and more.

·       Purview has records management upside down! Where does compliance come from, the organization, or the users?

·       Discover why “Auto-Apply” is the ONLY realistic way to achieve recordkeeping compliance with Purview.

·       Some Purview recordkeeping features are compliance-killers. Learn what they are and how to avoid them.

·       How does Purview hold up in a knock-down comparison against its market competitors?

·       Case records (records with event-driven retention triggers) is the biggest single shortcoming of Purview. Understand the problem, and what to do about it.

·       Artificial Intelligence will not save you. It is not necessary for records compliance. Understand Purview’s AI limitations and why you do not need it.

·       Retention labels can both help and harm your compliance. Learn how to avoid the dangers, and how to avoid the dreaded “competing retention rules”.

·       Yes – you really do need to understand the M365 substrate. Compliance is impossible without it. Learn how to find it, how it works, how you need to use it, and understand the notorious “refinable string” limitation of Purview.