Introducing the Purview-Powered Migration Playbook
Organizations are under pressure to retire older SharePoint information‑management features and move to Microsoft Purview for retention, records, labeling, and eDiscovery. This playbook shows how to plan that change, align licensing, and prove policy coverage post‑migration, without slowing collaboration or Copilot adoption
- Modernize governance while you migrate. Translate legacy policies into Purview equivalents and avoid compliance gaps.
- Copilot‑ready controls. Use Purview DLP, sensitivity labels, and audit analytics to keep AI interactions safe and reportable.
- Cross‑tenant confidence. Plan tenant‑to‑tenant moves with clarity (e.g., one‑and‑done site migration constraints and redirects).
What's Inside the Playbook?
- Readiness Assessment (Interactive): 7–10 questions yield a scored readiness PDF and a 30/60/90‑day
- Tooling Guide (Cheat Sheet): Fast reference for when to use SPMT vs. Migration Manager, roles, prerequisites, endpoint requirements.
- Validation Checklist: Post‑migration checks for permissions, version history, metadata, Purview policies applied, and links to SPMT/Migration Manager reporting.
Who Should Use This
- Microsoft 365 Admins & Architects modernizing legacy SharePoint policies.
- Compliance/GRC leaders who need evidence of retention/records coverage during migrations.
- IT Program Managers coordinating M&A or divestiture moves and preparing for Copilot‑safe data.
What You'll Learn
- Modernize policies fast: Map legacy SharePoint features to Microsoft Purview (Data Lifecycle & Records Management) and understand where licensing (E3/E5/add‑ons) matters, so the right capabilities are enabled.
- Pick the right move & tooling: Know when to use SPMT vs. Migration Manager, and plan tenant‑to‑tenant migrations with the one‑and‑done site‑move constraints and redirects in mind.
- Prove compliance, enable Copilot safely: Run post‑migration validation, use Purview Compliance Analytics for audit evidence, and enforce sensitivity labels/DLP so collaboration and AI (Copilot) stay within guardrails.
How to Get Started
Ship governance with your migration. Get the playbook and apply labels, retention, and records the right way, step by step.
