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Microsoft 365 Microsoft Teams

Security & Compliance – Microsoft Teams Retention & eDiscovery – Part 2

In this part 2, I will take you through creating the minimum retention policies to cover your organization’s Microsoft Teams data. Remember Teams is the hub of Office 365 so therefore as discussed in Part 1 of this series, we need to put Retention Policies in place for the other workloads that Teams surfaces data from.

Retention Policy for Teams

Needed to cover: Teams Chats, Channel Messages

Using the Admin Portal in your Office 365 tenant – https://admin.microsoft.com
  • Left navigation of the Admin Center > Show all
  • Left navigation of the Admin Center > Security
  • Left navigation of the Security & Compliance Center > Show all
  • Left navigation of the Admin Center > Information governance > Retention
  • Chose Create
  • Enter a name and description for your policy > Next
  • Then on Settings page, specify whether you want to retain data, delete it, or both, the retention period > Next.
  • On the Choose locations page step through:
    • Turn on Teams channel messages, or to apply the policy to specific teams in your organization, select Choose teams, and then select the teams
    • Turn on Teams chats, if you want to apply the policy to specific users in your organization, select Choose users
Security & Compliance – Microsoft Teams Retention & eDiscovery – Part 2
  • Create this policy

When you turn on Teams channel messages and/or Teams chats, all other locations are automatically turned off. A Teams retention policy can only include Teams locations.

Retention Policy for SharePoint Online

Needed to cover: Files in Teams

Using the Admin Portal in your Office 365 tenant – https://admin.microsoft.com
  • Left navigation of the Admin Center > Show all
  • Left navigation of the Admin Center > Security
  • Left navigation of the Security & Compliance Center > Show all
  • Left navigation of the Admin Center > Information governance > Retention
  • Chose Create
  • Enter a name and description for your policy > Next
  • Then on Settings page, specify whether you want to retain data, delete it, or both, the retention period > Next.
  • On the Choose locations page turn on > SharePoint Sites and Office 365 Groups > Next
Security & Compliance – Microsoft Teams Retention & eDiscovery – Part 2
  • Create this policy

Retention Policy for OneDrive for Business

Needed to cover: Chat files

Using the Admin Portal in your Office 365 tenant – https://admin.microsoft.com
  • Left navigation of the Admin Center > Show all
  • Left navigation of the Admin Center > Security
  • Left navigation of the Compliance Center > Show all
  • Left navigation of the Admin Center > Information governance > Retention
  • Chose Create
  • Enter a name and description for your policy > Next
  • Then on Settings page, specify whether you want to retain data, delete it, or both, the retention period > Next.
  • On the Choose locations page turn on > OneDrive accounts then > Next
Security & Compliance – Microsoft Teams Retention & eDiscovery – Part 2
  • Create this policy

When you turn on Teams channel messages and/or Teams chats, all other locations are automatically turned off. A Teams retention policy can only include Teams locations.

Steve Andrews

About Steve Andrews

Steve has more than 25 years of experience specializing in Microsoft Cloud, Infrastructure, & Security. He recently joins us from AdaptiveEdge where he was the Director of Cloud Platforms and help build the practice with 11 practitioners in the Southern California. He also has worked at other Microsoft Solution providers - Prosum as the Microsoft Practice Director and Perficient Inc. as the Consulting Manager & Sr. Technical Architect. Steve has developed go to market strategies as well as architected many Microsoft Cloud Security solutions, managed global Intune deployments, Teams deployments & migrations, Azure Site Recovery (ASR) and data center migrations to Azure.

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