24 Oct’17

Azure and Office 365Labels in Office 365

Introduction:

Across your organization, you probably have different types of content that require different actions taken on them to comply with industry regulations and internal policies. Labels in Office 365 can help you take the right actions on the right content. With labels, you can classify data across your organization for governance, and enforce retention rules based on that classification.

With labels, you can:

  • Enable people in your organization to apply a label manuallyto content in Outlook, OneDrive, SharePoint, and Office 365 groups. Users often know what type of content they’re working with, so they can classify it and have the proper policy applied.
  • Apply labels to content automatically if it matches specific conditions, such as when the content contains:
    • Specific types of sensitive information. This is available for content in SharePoint and OneDrive.
    • Specific keywords that match a query you create. This is available for content in Exchange, SharePoint, OneDrive, and Office 365 groups.

The ability to apply labels to content automatically is important because:

  • You don’t need to train your users on all your classifications.
  • You don’t need to rely on users to classify all content correctly.
  • Users no longer need to know about data governance policies – they can instead focus on their work.

Note that auto-apply labels require an Office 365 Enterprise E5 subscription.

You create and manage labels on the Labels page in the Office 365 Security & Compliance Center.

Create a Label.

  1. Sign in to Office 365.
  2. In Office 365 Admin Center, go to Admin Centers > Security & Compliance.
  3. In Security & Compliance, go to Classifications > Labels.
  4. Click on Create a label.
  5. Provide a name for Label and description.
  6. In Label settings, there is Retention option apart from Retention policy. You can turn this on if you want to apply retention settings to that label and if not, you can simply click on Next.
  7. If you turn this On, a various parameter will be shown (as shown in below image).
    • Retain the content – Select the retention period that for how the data will be preserved.
    • What do you want to do after this time – Here we need to select the action which will be taken after the retention age has reached.
    • Label classification – If this is selected, users won’t be able to edit or delete the content or change or remove the label.
  8. After providing Label settings, click Next.
  9. Review your settings and click on Create this label.

Publish labels in Office 365.

The primary purpose of the label policy is to group a set of labels and specify the locations where you want those labels to appear.

  1. Sign in to Office 365.
  2. In O365 Admin Center, go to Admin Centers > Security & Compliance > Classification > Label Policies.
  3. Click Publish labels and choose the labels you want to publish for this label policy. A single label can be published in many policies.
  4. After adding label, you need to choose the location where you want to publish these labels.
  5. Name your policy.
  6. Review your settings.
  7. Click on Publish labels, it will take up to 1 day to publish these labels in the location you chose, so after clicking on Publish labels you will see the below screen. As it takes normally 1 day to publish the status will be in Pending till then.
  8. Applying Labels to the documents in SharePoint and OneDrive.

    1. From Office 365 Home tab, click the SharePoint tile.
    2. On the new SharePoint tab in your browser, click a site that needs an O365 label assigned.
    3. You can assign label to the whole document library at once or you can select the document for which you want to assign label.
    4. Applying label to individual document, select the document and apply label.
    5. Applying label to a document library, select that Document library > Library settings > Apply label to items in this list or library.
    6. Click on Apply label to items in this list or library and select the label you want to apply.
    7. Similarly, you can also apply labels to OneDrive document.

Conclusion:

This is how we can create Label and Label policy, then publish it so that users can classify data across organization for governance and enforce retention rule based on the classification.

Written by

Abhishek Kumar

Support Engineer

2 thoughts on “Labels in Office 365”

  1. Great article. Im looking for information as to how i would make a label a required field by default. I know you can edit the document library to do so, but i’d like to make it company wide that when creating a document you have to set a label.

    In old Sharepoint i would edit the content type “company document” and make it a required field. I can’t seem to work out how to do this with the new labels and SPO/One Drive

    1. Hi,

      As per your query, please go through the below solutions:

      1. You can create a policy for auto-applying Labels so that based on the query in the policy the Labels will be automatically applied to the documents.
      2. You can apply Labels to the document library as you already know, so whenever a document has been created or uploaded in that library Labels will be applied.
      3. Or else, we can use Azure Information Protection, where while creating documents users will be shown a set of published Labels and then users can choose the Labels. In this case inbuilt Label feature within O365 Security & Compliance will not come into role.

Leave a Reply

Your email address will not be published. Required fields are marked *

Time limit is exhausted. Please reload the CAPTCHA.

Want to streamline your business processes?

  • This field is for validation purposes and should be left unchanged.

Recent Articles

  • Reading more then 10K records in D3FOE OData API

    11 July’ 2018

    Introduction: We all know Dynamics 365 Finance and Operations has limitation of 10K records to be fetched at a time usi...

    Read more
  • Paging in D365 Customer Engagement v9.0

    10 July’ 2018

    Introduction: The Xrm.retrieveMultipleRecords method is used to retrieve a collection of records in Dynamics 365 Custom...

    Read more
  • Set up Dynamics 365 connection in Microsoft Social Engagement

    10 July’ 2018

    Introduction: This blog explains how to Set up Dynamics 365 connection in Microsoft Social Engagement. Steps to be follo...

    Read more
  • Voice of the Customer failed to install

    10 July’ 2018

    Introduction: Many people face issues in installing Voice of Customer solution on v9 environment and trying repeatedly ...

    Read more
  • Scribe Insight AX as a Web Service Find Block issue

    10 July’ 2018

    Introduction: If we need to look up for any value from AX then we do it by using a Find Block in Scribe Insight Eg: Basi...

    Read more