In this article
OneDrive is a personal file storage location and SharePoint is a collaborative storage platform. However, both these services share similar designs and core functionalities. Hence, the retention methods listed here also apply to SharePoint sites. To learn more about SharePoint retention, click here.
Retention policies are rules that define how long an organization’s data gets stored and when it gets disposed. Microsoft 365 allows businesses to set retention policies to preserve data for a certain period or delete it after a certain period. These policies can be utilized to retain important business data for however long a business requires.
Note: To create and configure retention policies, users would need Global admin or compliance admin credentials.
Step 1: Open the Compliance admin center and navigate to the ‘Information governance’ section.
Step 2: Select ‘Retention policy’ -> ‘+New retention policy’.
Step 3: Add a name to your retention policy and select the type of retention policy you need.
Step 4: Choose ‘OneDrive account’ as the location. Administrators can choose specific accounts to include or exclude.
Step 5: Choose the retention duration. Administrators can choose to retain the data in the chose OneDrive account for a custom period or forever.
Step 6: Review and finish. Check the settings and click “Submit”.
To learn more about eDiscovery, click here.
Step 1: Navigate to the Microsoft 365 Compliance Center.
Note: Users need to login with Global administrator or compliance administrator credential to access the Microsoft Compliance center.
Step 2: Navigate to Core eDiscovery under “eDiscovery” in the left-hand side menu bar.
Step 4: Create a case by clicking ‘+Create a case’.
Step 5: Click the case name and navigate to ‘Holds’ on the top menu bar. Click ‘+Create’.
Step 6: Add a name for the hold and a description if needed.
Step 7: Turn on the toggle button next to SharePoint Sites. (OneDrive for business accounts are included under SharePoint sites).
Step 8: To place a hold on specific OneDrive for business accounts, click ‘Choose sites’. The administrator can choose from a list of OneDrive for business site URLs or manually add a specific OneDrive account URL.
Step 9: Add keywords to lookout for.
Step 10: Review the settings and click ‘Submit’.
To know more about difference between retention policies and eDiscovery holds in Microsoft 365, click here.
Third-party backup solutions like SysCloud helps organizations effortlessly back up OneDrive for business data. SysCloud automatically backs up all OneDrive data and allows administrators to restore the data from the backup archives at any time.
Click here to learn more about SysCloud.
Click here to know why businesses should use third-party backup solutions to secure their OneDrive for business data.
28 Oct 2021
8 min read
26 Oct 2021
6 min read
21 Jan 2022
12 min read
26 Oct 2021
5 min read
In this article