About This Article
This article is generated using an automated workflow powered by generative AI. It reviews current Microsoft Learn documentation on Data Lifecycle Management and organizes the fundamentals for safely considering data retention and deletion.Verification Status: 📘 Confirmed with official Microsoft documentation; actual device testing not performed.
Microsoft Purview Data Lifecycle Management is a feature for managing the lifecycle of Microsoft 365 data, specifically determining how many years to retain it and when to delete it. It applies retention policies and retention labels to data across Exchange, SharePoint, OneDrive, Teams, and other workloads.
Differences from Records Management
Data Lifecycle Management is a mechanism for broadly managing retention and deletion. Records Management delves deeper into records management requirements, such as stricter declaration of records, disposition reviews, and regulatory records.
Data Lifecycle Management └─ 日常データの保持・削除 Records Management └─ 正式な記録としての統制・処分
There is some license and feature overlap between the two. Check the Microsoft Purview service description for details on a per-feature basis.
Create a "No-Deletion Design" on Paper Before Testing
Because retention settings impact production data, organize the targets before creating policies during your initial practice.
対象 : 検証用SharePointサイト データ種別 : 一般文書 保持期間 : 1年（検討例） 期間後 : まずは削除せずレビュー 理由 : 社内検証
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Make the success criterion the ability to explain the "target," "duration," "action after duration," and "rationale."
Try Changing One Thing
Consider whether the same retention requirements apply if you change the target from SharePoint to OneDrive. You will notice that changing the service also changes data ownership and how departures are handled.
Work Backward from Business Requirements in Practice
法律・契約・社内規程 ↓ 保存すべきデータ ↓ 保存期間 ↓ 対象サービス ↓ 保持ポリシー / 保持ラベル ↓ 削除または処分
It is important not to let the tool dictate the rules, such as deciding to "retain for 7 years simply because the data is in Microsoft 365."
Key Points for Administrators to Verify
Target locations such as Exchange, SharePoint, OneDrive, and Teams
Features to use, such as static or adaptive scopes
Proper usage distinction between retention policies and retention labels
Feature-specific licenses such as E3, E5, and the Purview Suite
Retention principles when deletion and retention conflict
Avoid expanding the test scope to the entire production environment
Official Microsoft Information
Data lifecycle and records management overview: https://learn.microsoft.com/en-us/purview/manage-data-governance
Learn about retention policies and retention labels: https://learn.microsoft.com/en-us/purview/retention
Purview service description: https://learn.microsoft.com/en-us/office365/servicedescriptions/microsoft-365-service-descriptions/microsoft-365-tenantlevel-services-licensing-guidance/microsoft-purview-service-description
Rather than starting from the settings screen, it is safer to implement Data Lifecycle Management after deciding what to retain, why, and for how long.
