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Recommendation
A.1) Purview defaultretention policies OFF Day 1
Background & Context
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As part of the Microsoft 365 implementation, a Data Retention Policy must should be established in Microsoft Purview to ensure consistent information governance, compliance readiness (e.g., audit/eDiscovery), and lifecycle management of corporate data (email, files, Teams content, etc.).
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| Criteria | 1) Purview default OFF Day 1 | 2) Purview default ON Day 1 | 3) Replicate GWS as-is in Purview |
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| Technical Feasibility | High – keep configuration but don’t enforce. | High – enable existing policies; minimal extra build. | Medium – change policies to “forever” for Teams/Mail; validate workload coverage and exceptions. |
| User Impact | Low now – no user-visible deletions triggered by retention. | Medium (delayed) – deletion risk mainly when items age beyond 10 years (Teams/Mail); not immediate for most users. | Medium – minimal deletion impact, but larger eDiscovery scope and long-lived content footprint for users. |
| Support Impact | Low – fewer “missing data” tickets; | Medium – requires readiness for retention questions and potential deletion/escalations (even if most impact is long-term). | Medium – fewer deletion tickets, but more support for search/eDiscovery volume, mailbox/Teams history expectations, and data minimization concerns. |
| Operational Complexity | Low – buys time to confirm governance and rollout plan before enforcement. | Medium – needs comms, monitoring, hold process clarity, and validation that litigation overrides work as intended. | / Medium–High – requires governance justification for “retain forever” + ongoing review (why forever, for which populations, and how to manage growth). |
| Cost |  Low / Low–Medium– lowest immediate effort; potential future project effort to enable. Compliance risk is continued. | / Low–Medium – low config effort, but more change management and operational readiness work. | Medium – more design/approval effort + likely higher long-term storage/eDiscovery handling costs. |
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