← 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

Capstone: Prove the Security Layer End to End

Produce and test a complete Purview control package for a realistic company scenario.

About this learning content: Courses, lessons, assessments, explanations and illustrations may be created with the help of artificial intelligence. We review and check the material and do our best to avoid incorrect or outdated information, but mistakes, omissions or ambiguous questions may remain. Please verify information before relying on it for professional, security, legal or operational decisions. Read the full notice or report an issue.

In this lesson, you will learn to:

  • Apply a repeatable method for the capstone: prove the security layer end to end in a licensed, governed, and testable Purview environment.

Capstone: Prove the Security Layer End to End

This lesson develops a practical understanding of the capstone: proving the security layer end to end while connecting design choices to supported capabilities, operational dependencies, user impact, and verifiable evidence.

Design one traceable control package

Your capstone company stores customer and employee data in SharePoint, Exchange, Teams, endpoints, a cloud data platform, and Microsoft 365 Copilot. It also permits one approved third-party AI service for public information. Leadership requires proof that high-risk customer exports cannot leave through ordinary email, sharing, removable media, or unapproved AI routes, while legitimate regulated transfers remain possible.

Produce: a policy statement; handling and retention standards; a RACI; data-flow diagram; license matrix; Data Map scope; catalog product; SIT or EDM design; sensitivity label; publishing and auto-labeling plan; DLP rules by location; exception procedure; retention rule; audit and eDiscovery plan; AI GRC decision; test matrix; incident playbook; evidence register; and quarterly metrics.

Every technical choice must trace to the control objective. Every control must state scope, dependency, residual risk, owner, and evidence. Do not claim protection for unsupported formats, unlicensed users, unmanaged devices, or data sources outside observation.

Design one traceable control packageA lesson-specific visual explains design one traceable control package through four connected concepts.Design one traceable control packagePolicy intentTechnical controlsOperating processEvidence
Design one traceable control package — A visual model connects Policy intent, Technical controls, Operating process, Evidence.

Run a failure-aware acceptance exercise

Test at least these journeys: a correct label applied manually; a high-confidence auto-label candidate; an external email; a SharePoint link; a guest opening an encrypted file; a Teams message; an endpoint copy; a public AI upload; Copilot grounding; user deletion of retained content; an eDiscovery hold; and an audit reconstruction.

For each test record prerequisites, data, actor, location, expected outcome, observed result, timestamps, event IDs, screenshots or exports, limitations, and pass criteria. Include negative tests that should remain allowed. Inject failures: an E3-only user, stale group membership, an unhealthy endpoint, unsupported format, expired exception, missing event, noisy SIT, and a delayed policy.

Present an assurance statement that distinguishes implemented, tested-effective, partially covered, and not covered controls. Assign remediation and review dates. This honest boundary is the final skill of the course: Purview adds a powerful security and governance layer when company decisions, product capabilities, operations, and evidence remain connected.

Run a failure-aware acceptance exerciseA lesson-specific visual explains run a failure-aware acceptance exercise through four connected concepts.Run a failure-aware acceptance exerciseExpected resultObserved evidenceCoverage gapOwned improvement
Run a failure-aware acceptance exercise — A practical control view connects Expected result, Observed evidence, Coverage gap, Owned improvement.

Resources

← Previous: Build the Purview Target Architecture and Roadmap