← Microsoft Purview Complete Course: Data Security, Governance, Compliance, and AI
1. Understand the Purview Security and Governance System
Map the Purview Landscape and Its Security Boundaries Translate Licensing, Roles, and Governance into an Operating Model
2. Discover, Map, and Curate the Data Estate
Design Data Map Scanning and Metadata Collection Build Unified Catalog, Lineage, Quality, and Data Products
3. Classify and Protect Information
Engineer Sensitive Information Types and Classifiers Design Sensitivity Labels, Publishing, and Auto-Labeling
4. Prevent Unsafe Data Movement
Design DLP Policies from Business Scenarios Extend DLP to Endpoints, Browsers, Teams, and AI
5. Govern the Information Lifecycle
Design Retention Policies and Labels Operate Records, Events, Disposition, and Legal Holds
6. Investigate and Preserve Evidence
Use Purview Audit as Evidence Run eDiscovery Cases, Holds, Searches, and Reviews
7. Manage Human, Communication, and Compliance Risk
Operate Insider Risk and Communication Compliance Responsibly Use Information Barriers and Compliance Manager as Governed Controls
8. Protect Privacy, SharePoint, Microsoft 365, and AI
Secure SharePoint and Microsoft 365 Collaboration Paths Govern Microsoft 365 Copilot and Other Generative AI Protect Privacy and Support Data-Subject Workflows
9. Integrate, Report, and Operate Purview
Integrate Scanners, APIs, Reporting, and Multi-Cloud Sources Run Purview as a Production Security Service Turn DSPM Findings into Data Security Investigations
10. Design and Prove a Complete Purview Program
Build the Purview Target Architecture and Roadmap Capstone: Prove the Security Layer End to End
10. Design and Prove a Complete Purview Program

Build the Purview Target Architecture and Roadmap

Create a risk-led target state that connects data domains, Microsoft 365 workloads, controls, licenses, owners, and phased delivery.

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In this lesson, you will learn to:

  • Apply a repeatable method for build the purview target architecture and roadmap in a licensed, governed, and testable Purview environment.

Build the Purview Target Architecture and Roadmap

This lesson develops a practical understanding of build the purview target architecture and roadmap and connects design choices to supported capabilities, operational dependencies, user impact, and verifiable evidence.

The roadmap begins with risks and business journeys

Select a small number of material scenarios: customer-data disclosure, uncontrolled external sharing, required-record deletion, investigation readiness, overshared Copilot grounding, unapproved public AI use, and untrusted analytics data. For each, document the information, users, locations, current route, consequence, existing safeguards, desired control objective, and evidence of success.

Map the target architecture across governance artifacts, Data Map and Unified Catalog, classification, labels, DLP, retention, Audit, eDiscovery, human-risk solutions, Compliance Manager, AI controls, identity, permissions, endpoints, and response. Mark licensing and unsupported paths. Use the complete Purview E3/E5 architecture as the synthesis reference.

Prioritize an E3 foundation where available, then add E5-level capabilities according to risk and operational capacity. Automation should follow a trusted taxonomy and tested detector, not precede them.

The roadmap begins with risks and business journeysA lesson-specific visual explains the roadmap begins with risks and business journeys through four connected concepts.The roadmap begins with risks and business journeysRisk scenarioTarget controlDependencyEvidence
The roadmap begins with risks and business journeys — A visual model connects Risk scenario, Target control, Dependency, Evidence.

Sequence delivery so each phase creates usable protection

A practical roadmap has outcome-based waves:

  1. Establish owners, roles, licenses, data and AI policies, and baseline evidence.
  2. Inventory key data sources, collaboration sites, devices, and user journeys.
  3. Publish a small label taxonomy and enable supported SharePoint processing.
  4. Deploy core retention and DLP in simulation; validate Audit and eDiscovery.
  5. Curate priority data products and quality rules in Unified Catalog.
  6. Add auto-labeling, Endpoint and Teams DLP, records, advanced investigations, insider-risk, and AI controls where justified.
  7. Automate evidence, health monitoring, review, and quarterly improvement.

For every wave define entry criteria, deliverables, pilot population, training, support readiness, rollback, metrics, and acceptance authority. A roadmap measured only by feature activation rewards configuration rather than protection.

Sequence delivery so each phase creates usable protectionA lesson-specific visual explains sequence delivery so each phase creates usable protection through four connected concepts.Sequence delivery so each phase creates usable protectionFoundationPilot protectionAdvanced coverageContinuous assurance
Sequence delivery so each phase creates usable protection — A practical control view connects Foundation, Pilot protection, Advanced coverage, Continuous assurance.

Resources

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