Create Labels to Prevent Deletion
To access labels, load the Microsoft Purview compliance portal and open the Data Lifecycle Management tab. Select Microsoft 365 and click Create a label. Choose a name for the retention label and then click Next.
You can specify whether to retain items forever or for a defined period, which you will specify in the next window.
How Agencies Can Align with NARA Rules
It’s also important to govern what happens after the retention period. Delete items automatically will remove mailbox contents from the target location when the retention period ends.
All GSA employees and high-level officials have specific retention requirements. If a reviewer believes specific emails need to be preserved for a longer period (from seven to 15 years), IT admins can choose the setting for Start a 90-day trial to trigger a disposition review. This allows CIOs to review and transfer emails to the National Archives and Records Administration before deletion to remain compliant with GSA’s CIO Email Retention Policy.
Search Mailbox Archives in Microsoft 365 Mailboxes
In Microsoft Purview, the eDiscovery tool lets IT admins and compliance officers search archived mailboxes. Use Create a case to grant access to relevant users so they can search email contents.
For example, you can create a case called Archived Mailboxes. Then, go to the Searches tab and create a new search. Add a name, toggle Exchange mailboxes to On, and choose the users, groups or teams to search for.
Select the Conditions card builder and set the query language to English. Set Message kind to “Equals any of” and specify “email” to return all emails in the archived mailbox.