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
7. Manage Human, Communication, and Compliance Risk

Use Information Barriers and Compliance Manager as Governed Controls

Translate separation requirements and regulatory obligations into scoped controls, tests, evidence, and improvement work.

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In this lesson, you will learn to:

  • Apply a repeatable method for use information barriers and compliance manager as governed controls in a licensed, governed, and testable Purview environment.

Use Information Barriers and Compliance Manager as Governed Controls

This lesson develops a practical understanding of use information barriers and compliance manager as governed controls and connects design choices to supported capabilities, operational dependencies, user impact, and verifiable evidence.

Information barriers enforce defined collaboration boundaries

Information Barriers can restrict communication and collaboration between defined segments, supporting requirements such as separating advisory and trading teams. The difficult work is not creating segments; it is maintaining authoritative attributes, resolving overlapping membership, modeling legitimate collaboration, and testing effects across Teams, SharePoint, OneDrive, search, and related services.

Start from an approved legal or conflict-of-interest requirement. Define segments from governed identity data, exceptions, approval, effective dates, and an emergency process. Run inactive or test modes where supported, inspect conflicts, and test real user journeys. A stale department attribute can become an access-control failure.

Review barriers when people change roles, projects close, organizational structures change, or regulations are reinterpreted. Record who owns the source attributes and who can authorize exceptions.

Compliance Manager organizes improvement; evidence demonstrates it

Compliance Manager assessments map controls to regulations and provide improvement actions. Treat mappings and scores as planning aids. They do not certify legal compliance or prove a control operated effectively in the company’s environment.

For each action, identify the requirement, control objective, responsible owner, implementation, test method, evidence, exceptions, and review date. Evidence might include approved policy, configuration export, sample results, incident records, access reviews, training outcomes, or independent tests. Keep the evidence current and scoped to the assessed population.

Use the Compliance Manager controls and evidence guide to separate implementation from effectiveness. A completed action says work was recorded. Assurance asks whether the control reduces the stated risk consistently and whether failures are found and corrected.

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