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IRON IT Group | Microsoft Purview

Protect your data. Empower your people.

Your business information is one of your most valuable assets. But as employees collaborate across Microsoft 365, cloud applications and AI-powered tools, keeping sensitive data protected becomes increasingly important.

Microsoft Purview brings together data security, governance and compliance capabilities to help organisations understand, classify, manage and protect information.

IRON IT Group helps businesses explore Microsoft Purview solutions, from sensitivity labels and Data Loss Prevention to retention, compliance and secure Microsoft Copilot adoption.

Business professionals reviewing documents and discussing information together
Data Security & Governance Give your team confidence to collaborate securely.
Discover. Classify. Protect. Build a structured approach to managing sensitive business information.
01 Understand your data Improve visibility into sensitive information.
02 Protect information Explore classification and data protection controls.
03 Support compliance Manage relevant records and compliance activities.
04 Prepare for AI Review data governance before expanding Copilot use.
Modern Information Protection

Know where your information lives and how it is being used.

Business data is rarely stored in one location.

Employees may work with confidential documents in SharePoint, share files through OneDrive, exchange sensitive information in Outlook and collaborate through Microsoft Teams.

As digital workplaces expand, organisations need an approach to identifying important information and applying appropriate controls to its use.

Microsoft Purview offers capabilities for classifying, protecting and governing information across supported environments.

A well-planned implementation can help businesses improve information visibility, establish consistent policies and support employees in handling sensitive data responsibly.

Explore Data Protection →
Professionals analysing business documents and data during an office meeting
Protecting information starts with understanding it. Align data protection with your people, technology and business responsibilities.
Microsoft Purview Capabilities

Comprehensive data security and governance.

Explore eight important Microsoft Purview capabilities and how they can contribute to a wider information protection strategy.

02

Data Loss Prevention

Use supported DLP policies to detect and help restrict inappropriate handling or sharing of sensitive information.

03

Data Lifecycle Management

Plan retention and deletion policies for relevant Microsoft 365 information according to business and legal requirements.

04

Microsoft Purview Audit

Explore available audit information to support authorised investigations, reporting and relevant operational oversight.

05

Insider Risk Management

Assess whether appropriately governed insider risk policies can help identify defined data-related risks within supported services.

06

eDiscovery & Records

Explore tools for legal information preservation, relevant electronic discovery and business records management.

07

Data Governance

Use suitable governance capabilities to improve understanding of information assets, ownership and organisational data practices.

08

AI Data Security

Review appropriate data permissions, classification and protection policies before introducing or expanding Microsoft Copilot.

Microsoft Purview Information Protection

Not every document should be treated the same.

Businesses handle information with different levels of sensitivity.

A publicly available product brochure may require fewer restrictions than a confidential employee record or a sensitive customer agreement.

Microsoft Purview sensitivity labels provide a way to classify information and, where supported and configured, apply protection settings based on business requirements.

A sensible classification strategy helps employees understand which information needs additional care and how it should be handled.

  • Information classification planning
  • Sensitivity label design
  • Label publishing policies
  • Supported encryption settings
  • Content marking options
  • Microsoft 365 application considerations
  • Employee information handling guidance
  • Label testing and deployment
Discuss Sensitivity Labels →
Information Classification SAMPLE POLICY

Different data. Different controls.

An illustrative example of how business files could be classified using sensitivity labels.

DOC
Company Brochure Marketing material approved for external distribution Public
XLS
Internal Operating Report Business information intended for authorised employees Internal
PDF
Employee Records Sensitive information requiring additional controls Confidential
Policy Example: Confidential Information Depending on configuration, a confidential label may apply encryption, content markings or other supported restrictions.
Conceptual interface only. These are fictional documents and example classifications, not real Purview policies or customer information.
Data Loss Prevention

Help reduce accidental oversharing and sensitive data exposure.

Sensitive information can sometimes be shared with the wrong recipient, copied into an inappropriate location or transferred outside an approved business process.

Microsoft Purview Data Loss Prevention provides policy capabilities for identifying certain types of sensitive content and applying supported responses to defined activities.

Depending on configuration and licensing, organisations can explore policies for relevant Microsoft 365 services, devices and other supported environments.

Policies should be tested carefully to reduce unnecessary disruption and ensure that legitimate business activities can continue.

  • Sensitive information type detection
  • Microsoft 365 DLP policy design
  • SharePoint and OneDrive considerations
  • Exchange Online protection options
  • Microsoft Teams DLP considerations
  • Supported endpoint DLP capabilities
  • User notifications and policy tips
  • Policy testing and operational review
Discuss Data Loss Prevention →
Example DLP Workflow

Detect sensitive information and apply appropriate policies.

01. Identify Evaluate supported content against configured information types or classification conditions.
02. Assess Determine whether a relevant activity matches the organisation's DLP policy rules.
03. Respond Apply a configured action, such as notifying a user, recording an event or restricting an activity where supported.
04. Review Assess policy results, authorised exceptions and opportunities to refine the configuration.
Microsoft 365 Copilot Readiness

AI adoption should start with appropriate data governance.

Information Access Review SharePoint, OneDrive and other relevant Microsoft 365 permissions before expanding AI-assisted information discovery.
Information Classification Identify sensitive content and consider appropriate sensitivity labels.
Data Protection Policies Review relevant DLP and information governance options for supported AI experiences.
Employee Guidance Provide clear instructions about approved AI tools, sensitive information and verification of outputs.
Purview & Microsoft Copilot

Prepare your business information for the age of AI.

Microsoft Copilot can help employees find, summarise and work with organisational information.

That also makes existing information permissions and data governance important. If users have excessive access to confidential documents, those permissions may create unnecessary exposure risks.

Microsoft Purview can provide relevant classification, protection and governance capabilities that support a controlled approach to AI adoption.

Organisations should assess current information access and security settings before introducing or expanding the use of Microsoft Copilot and related AI agents.

  • Microsoft 365 data access reviews
  • SharePoint and OneDrive sharing policies
  • Information classification
  • Sensitivity label considerations
  • Data Loss Prevention planning
  • Appropriate audit capabilities
  • Copilot user governance
  • AI acceptable-use policies
Explore Microsoft Copilot →
Our Governance Approach

Build stronger data governance in manageable stages.

An effective Microsoft Purview programme begins with understanding the environment and develops appropriate policies, technical controls and operational responsibilities over time.

STAGE 01

Discover

Understand business information, Microsoft licensing, existing security controls and governance priorities.

STAGE 02

Classify

Define relevant information categories, sensitivity labels and classification requirements.

STAGE 03

Govern

Plan ownership, retention, access responsibilities and appropriate compliance processes.

STAGE 04

Protect

Configure and test agreed policies and technical safeguards within supported environments.

STAGE 05

Improve

Review policy results, employee feedback, operational changes and future security requirements.

Data Lifecycle & Compliance

Manage information throughout its business lifecycle.

Organisations must consider how long information should be retained, when it should be reviewed and when deletion may be appropriate.

Different types of information may be subject to contractual, legal, operational or regulatory retention requirements.

Microsoft Purview Data Lifecycle Management and Records Management include capabilities to help organisations manage supported information according to defined retention policies and related controls.

Where a business has legal discovery or investigation requirements, Microsoft Purview eDiscovery may also be relevant to authorised preservation, search and review activities.

  • Retention policy planning
  • Retention label considerations
  • Data lifecycle procedures
  • Records management options
  • Authorised eDiscovery workflows
  • Legal hold requirements
  • Information governance documentation
  • Operational responsibilities and review
Discuss Data Governance →
Information Lifecycle

Manage information according to its purpose and responsibilities.

Create & Classify Understand the information being created and whether it requires specific classification or protection.
Store & Access Apply appropriate permissions and storage practices to supported business records.
Retain & Review Maintain relevant information according to approved business, legal and regulatory requirements.
Dispose or Preserve Follow approved deletion procedures or preserve information when a valid legal or regulatory obligation requires it.
Organisational Data Governance

Good governance makes business information more trustworthy.

Protecting information is an important part of data management, but governance also involves understanding what data exists, who owns it and how it supports the business.

Microsoft Purview provides data governance capabilities, including Data Map and Unified Catalog, that may help organisations discover and organise information about supported data assets.

These tools form part of the broader Purview portfolio and have different setup and licensing requirements from Microsoft 365 information protection and compliance solutions.

A suitable governance strategy can help improve business understanding of information assets and clarify responsibilities for data quality, access and usage.

  • Data asset discovery
  • Data ownership discussions
  • Business glossary considerations
  • Metadata and catalogue planning
  • Data quality responsibilities
  • Supported data source integration
  • Governance roles and permissions
  • Ongoing maintenance procedures
Explore Data Governance →
Data Governance Foundations

Understand the information your organisation relies on.

Discover Identify relevant business data assets through supported discovery capabilities.
Describe Maintain useful metadata and business definitions where appropriate.
Assign Responsibility Establish clear ownership of important data assets and governance processes.
Manage Develop procedures for reviewing, maintaining and improving relevant business information.
Business colleagues working collaboratively at a laptop during a meeting
Information Protection & Your People

Strong data protection should support the people using it.

Information security works best when employees understand their responsibilities and have practical tools to handle business data appropriately.

Classification labels, policy notifications and clear internal guidance can help make information protection part of everyday working practices.

The aim is to maintain sensible safeguards while enabling authorised employees to collaborate effectively.

Discuss Secure Collaboration →
Purview in Practice

Data security challenges that Microsoft Purview can help address.

Different organisations face different information protection challenges. Purview capabilities can be considered according to the data involved, systems in use and relevant governance requirements.

01 / FINANCE

Financial Information Protection

Explore classification and DLP controls appropriate for sensitive financial records and payment-related information.

02 / HUMAN RESOURCES

Employee Record Protection

Review the handling of confidential employment information, permissions and applicable retention requirements.

03 / MANAGEMENT

Confidential Business Documents

Consider sensitivity labels and supported controls for business plans, agreements and internal reports.

04 / IT & SECURITY

Data Loss Prevention

Identify relevant business data-sharing risks and configure suitable policies for supported services.

05 / LEGAL & COMPLIANCE

Retention & eDiscovery

Explore authorised information preservation, records management and discovery capabilities.

06 / AI ADOPTION

Microsoft Copilot Governance

Review sensitive information, employee access permissions and relevant security controls before expanding AI use.

Why Microsoft Purview?

More control over business data. Greater confidence in how it is used.

A structured information protection strategy can support secure collaboration, governance and more responsible use of business information.

01 / VISIBILITY

Understand Sensitive Data

Explore ways to identify relevant information types and understand their handling requirements.

02 / PROTECTION

Help Reduce Data Leakage

Apply suitable classification and DLP policies to reduce defined risks of inappropriate data sharing.

03 / GOVERNANCE

Improve Information Management

Develop clearer responsibilities, information policies and data lifecycle procedures.

04 / COLLABORATION

Support Safe Information Sharing

Provide employees with relevant guidance and controls for handling business information.

05 / COMPLIANCE

Support Compliance Activities

Use applicable technical controls and records to complement a wider compliance programme.

06 / AI READINESS

Prepare for Microsoft Copilot

Review underlying information governance and access permissions before increasing AI-assisted information use.

Microsoft Purview Licensing

Choose the right features for your Microsoft environment.

Microsoft Purview is a portfolio of services rather than one feature included equally in every Microsoft subscription.

Some information protection, audit and compliance capabilities are available through eligible Microsoft 365 subscriptions, while advanced features may require additional licensing.

Data governance capabilities can have different licensing and consumption arrangements from the Microsoft 365 security and compliance components.

Before selecting a Purview solution, organisations should establish which features they actually require, who will use them and which services or data sources must be covered.

  • Existing Microsoft 365 entitlement review
  • Microsoft 365 E3 and E5 considerations
  • Information Protection licensing
  • Data Loss Prevention requirements
  • Audit and eDiscovery feature availability
  • Insider Risk Management licensing
  • Data governance pricing considerations
  • Deployment and ongoing management costs
Discuss Microsoft Purview Licensing →
Licensing Considerations

Match the technology to the protection you need.

Information Protection Review the labels, encryption features and supported services required for your environment.
Advanced Data Security Determine whether additional DLP, investigation or risk management capabilities are needed.
Compliance Requirements Assess retention, eDiscovery, audit and other requirements against available entitlements.
Long-Term Operations Consider policy maintenance, administration, employee guidance and future expansion.
Frequently Asked Questions

Microsoft Purview FAQs.

Answers to common questions about information protection, Data Loss Prevention, governance, compliance and Microsoft Copilot readiness.

What is Microsoft Purview?

Microsoft Purview is a portfolio of Microsoft solutions for data security, data governance and data compliance. It includes capabilities for information classification, Data Loss Prevention, retention, audit, eDiscovery and other relevant activities.

What is Microsoft Purview used for?

Organisations use relevant Purview capabilities to help identify sensitive information, apply protection policies, manage data throughout its lifecycle and support governance and compliance processes.

What is Microsoft Purview Information Protection?

Information Protection provides capabilities for discovering, classifying, labelling and protecting sensitive information. Available controls depend on the information type, selected features and licensing.

What are sensitivity labels?

Sensitivity labels are classifications applied to supported information such as files and emails. Depending on configuration and licensing, labels may also apply supported encryption or content marking settings.

What is Data Loss Prevention?

Data Loss Prevention, or DLP, uses policies to help identify and respond to selected activities involving sensitive information. Depending on supported services and policy settings, DLP can notify users, record events or restrict certain actions.

Can Microsoft Purview prevent every data leak?

No. Microsoft Purview offers data protection capabilities that can help reduce certain risks, but no product can guarantee prevention of every accidental disclosure, insider event or cyberattack.

Does Microsoft Purview work with Microsoft 365?

Yes. Many Purview information protection and compliance features are designed to work with supported Microsoft 365 services. Coverage depends on the specific feature, configuration and licensing.

Can Purview protect information in Outlook and Teams?

Relevant Purview capabilities support selected scenarios involving Microsoft Exchange Online, Outlook, Teams and other Microsoft 365 services. The exact protection available depends on the technology and policies being used.

How does Purview help with Microsoft Copilot?

Purview can support a wider AI data governance strategy through information classification, data protection policies and other supported controls. Organisations should also review underlying Microsoft 365 permissions before enabling or expanding Copilot.

Does Microsoft Purview fix incorrect SharePoint permissions?

Not automatically. Excessive access permissions require appropriate assessment and remediation. Purview can complement information protection and governance efforts, but separate access and sharing reviews may still be needed.

What is Microsoft Purview Insider Risk Management?

Insider Risk Management provides tools for identifying and investigating certain defined organisational risks involving data-related activities. Its use should be appropriately authorised, governed and consistent with employment and privacy obligations.

What is Microsoft Purview eDiscovery?

Microsoft Purview eDiscovery provides capabilities to support authorised electronic information discovery workflows, such as identifying, preserving and reviewing relevant information for legal or investigative requirements.

Can Microsoft Purview manage data retention?

Yes. Purview Data Lifecycle Management and Records Management provide options for managing supported information according to retention policies and other relevant requirements.

Does Microsoft Purview guarantee GDPR or HIPAA compliance?

No. Purview can support selected information security and compliance controls, but regulatory compliance also depends on organisational processes, legal requirements, staff training, contractual arrangements and other measures.

What is the difference between data governance and data security?

Data governance focuses on understanding, organising and managing information assets and responsibilities. Data security focuses on protecting information against inappropriate access, disclosure, alteration or other relevant risks. Both areas can complement each other.

What are Microsoft Purview Data Map and Unified Catalog?

These are data governance capabilities that support relevant discovery, metadata and information asset management scenarios. They have distinct technical and commercial considerations from Microsoft 365 information protection services.

Is Microsoft Purview included in Microsoft 365?

Some Purview capabilities are included in eligible Microsoft 365 subscriptions, while others require additional licences or separate commercial arrangements. Feature entitlements vary across plans.

Do small businesses need Microsoft Purview?

Smaller businesses may benefit from selected information classification, retention and protection controls, particularly when handling confidential records. The appropriate scope depends on the organisation's risks, obligations, technology and budget.

Can IRON IT Group help review an existing Purview environment?

Existing requirements can be assessed and scoped, including information protection policies, Microsoft 365 governance, licensing and technical dependencies. Available implementation or support services should be agreed before work begins.

How long does a Purview implementation take?

The timeframe depends on the number of users, data complexity, selected capabilities, policy requirements, licensing, testing and employee adoption. A basic classification project may be simpler than a broad organisation-wide governance programme.

How much does Microsoft Purview cost?

Costs vary according to the chosen Purview features, Microsoft licences, data governance requirements, implementation complexity and ongoing support. Contact IRON IT Group to discuss a suitable project scope.

Explore Related Technology Services

Connect data protection with your wider Microsoft strategy.

Microsoft Purview can complement secure AI adoption, business intelligence and wider technology governance.

01 / MICROSOFT AI

Microsoft Copilot

Explore Copilot readiness, employee adoption, licensing and AI-assisted productivity.

Explore Microsoft Copilot →

02 / LOW-CODE TECHNOLOGY

Microsoft Power Platform

Explore Power Apps, Power Automate, Dataverse and the governance of connected business solutions.

Explore Power Platform →

03 / BUSINESS INTELLIGENCE

Microsoft Power BI

Explore data integration, analytics and governed business reporting with Microsoft Power BI.

Explore Microsoft Power BI →

Your data deserves more than basic protection.

Talk to IRON IT Group about Microsoft Purview, sensitivity labels, Data Loss Prevention, data governance, retention and preparing your Microsoft 365 environment for responsible AI adoption.

Request a Microsoft Purview Consultation →