Merge pull request #51321 from riswinto/main

add exercises

Author: JamesJBarnett

learn-pr/wwl-sci/purview-manage-records/exercise-create-auto-apply.yml

@@ -0,0 +1,15 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.purview-manage-records.exercise-create-auto-apply
+title: Exercise - Auto-apply retention label using a trainable classifier
+metadata:
+  title: Exercise - Auto-apply retention label using a trainable classifier
+  description: "Exercise - Auto-apply retention label using a trainable classifier."
+  ms.date: 07/09/2025
+  author: wwlpublish
+  ms.author: riswinto
+  ms.topic: unit
+azureSandbox: false
+labModal: false
+durationInMinutes: 15
+content: |
+  [!include[](includes/exercise-create-auto-apply.md)]

learn-pr/wwl-sci/purview-manage-records/exercise-disposition-review.yml

@@ -0,0 +1,15 @@
+### YamlMime:ModuleUnit
+uid: learn.wwl.purview-manage-records.exercise-disposition-review
+title: Exercise - Configure disposition review for contract retention
+metadata:
+  title: Exercise - Configure disposition review for contract retention
+  description: "Exercise - Configure disposition review for contract retention."
+  ms.date: 07/09/2025
+  author: wwlpublish
+  ms.author: riswinto
+  ms.topic: unit
+azureSandbox: false
+labModal: false
+durationInMinutes: 15
+content: |
+  [!include[](includes/exercise-disposition-review.md)]

learn-pr/wwl-sci/purview-manage-records/includes/exercise-create-auto-apply.md

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+Retention labels let you manage how long content is kept and what happens when that time ends. They're useful when different types of content need different retention settings. You can publish labels for users to apply manually or configure them to apply automatically based on content.
+
+In this exercise, you'll create a retention label for customer contracts and configure it to auto-apply when tax ID numbers are detected. A trainable classifier identifies relevant content, and the label retains it for seven years before deleting it.
+
+**Estimated time to complete**: 15-20 minutes
+
+> [!IMPORTANT]
+> To complete this exercise, you need access to Microsoft Purview features through one of these Microsoft 365 licenses:
+>
+> - A Microsoft 365 E3 license is required to create and publish retention labels.
+> - A Microsoft 365 E5 license, or the E5 Information Protection and Governance add-on, is required for auto-apply capabilities.
+>
+> If your tenant doesn't include these features, some tasks in the exercise might not be available. You can still follow the steps to understand how the configuration works or skip any unsupported tasks.
+>
+> If you don't have access to these features, you can join the **[Microsoft 365 Developer Program](https://developer.microsoft.com/microsoft-365/dev-program)**. This program provides a free Microsoft 365 E5 developer subscription with access to many Purview capabilities.
+
+## Create and auto-apply a retention label for contract content
+
+Use this task to configure a retention label that helps manage financial content containing tax IDs. The label keeps content for seven years, then deletes it. After creating the label, you'll set up a policy to automatically apply it to content that matches a predefined classifier.
+
+1. Navigate to [Microsoft Purview](https://purview.microsoft.com) and sign in.
+1. Go to **Solutions** > **Data Lifecycle Management**.
+1. Select **Retention labels**.
+1. Select **+ Create a label**.
+1. On the **Name your retention label** page, enter:
+
+   - **Name**: `Customer contracts - 7 years`
+   - **Description for admins**: `Auto-applies to contract content with tax IDs. Retains for 7 years, then deletes.`
+   - **Description for users**: `Use for customer contracts. This label is applied automatically.`
+
+1. Select **Next**.
+1. On the **Define label settings** page, select **Retain items forever or for a specific period**, then select **Next**.
+1. On the **Define the retention period** page:
+
+   - Set the retention period to **7 years**.
+   - Start retention based on **when items were created**.
+
+1. Select **Next**.
+1. On the **Choose what happens after the retention period** page, select **Delete items automatically**, then select **Next**.
+1. On the **Review and finish** page, confirm your settings, then select **Create label**.
+1. On the **Your retention label is created** page, select **Auto-apply this label to a specific type of content**, then select **Done**.
+1. On the **Let's get started** page, enter:
+
+   - **Name**: `Auto-apply contracts - Tax ID`
+   - **Description for admins**: `Automatically applies the Customer contracts label to content containing tax ID numbers.`
+
+1. Select **Next**.
+1. On the **Choose the type of content you want to apply this label to** page, select **Apply label to content that matches a trainable classifier**, then select **Next**.
+1. On the **Choose a trainable classifier** page, select the checkbox for **Tax**, then select **Next**.
+1. On the **Policy Scope** page, leave the default selected, then select **Next**.
+1. On the **Choose the type of retention policy to create​**, select **Static**.
+1. On the **Choose where to automatically apply the label** page, enable locations:
+
+   - Exchange mailboxes
+   - SharePoint classic and communication sites
+   - OneDrive accounts
+   - Microsoft 365 Group mailboxes & sites
+
+1. Select **Next**.
+1. On the **Choose a label to auto-apply** page, make sure the **Customer contracts - 7 years** label is selected, then select **Next**.
+1. On the **Decide whether to test or run your policy** page, leave the default of **Turn on policy** selected, then select **Next**.
+1. On the **Review and finish** page, confirm your settings, then select **Submit**.
+1. After your policy is created, select **Done**.
+
+This setup helps ensure that customer contracts containing tax ID numbers are retained consistently without relying on manual labeling. By using a predefined trainable classifier, you can automatically apply the label based on content context, reducing the chance of oversight and supporting your organization's retention requirements.
+
+## Check your work
+
+Review the label and auto-apply policy you created to make sure they're configured as expected.
+
+1. Go to **Data Lifecycle Management** > **Retention labels**.
+1. Confirm that `Customer contracts - 7 years` is listed.
+1. Open the label and check that:
+
+   - The retention duration is set to 7 years
+   - Retention starts when items are created
+   - The action after the period is **Delete items automatically**
+
+1. Go to **Retention policies** and confirm that `Auto-apply contracts - Tax ID` is listed.
+1. Open the policy and check that:
+
+   - The correct label is selected
+   - The **Tax** classifier is enabled
+   - All intended Microsoft 365 content locations are selected
+   - The policy is turned on (not in simulation mode)
+
+These checks help ensure your label is configured correctly and will apply automatically based on content type. Confirming policy settings now can help avoid unexpected gaps in retention coverage.

learn-pr/wwl-sci/purview-manage-records/includes/exercise-disposition-review.md

@@ -0,0 +1,115 @@
+Retention labels help manage how long content is kept and what happens when that period ends. When content requires review before deletion, you can configure labels to trigger a disposition review. This ensures important items are reviewed by the right people before they're permanently deleted.
+
+In this exercise, you first create a role group that allows selected users to review items marked for disposition. Then you create a retention label for vendor contracts and configure it to start a disposition review after five years. You'll define a review stage, assign a reviewer, and publish the label so it's available in Microsoft 365.
+
+**Estimated time to complete**: 15-20 minutes
+
+> [!IMPORTANT]
+> To complete this exercise, you need access to Microsoft Purview features through one of these Microsoft 365 licenses:
+>
+> - A Microsoft 365 E3 license is required to create and publish retention labels.
+> - A Microsoft 365 E5 license, or the E5 Information Protection and Governance add-on, is required for disposition review.
+>
+> If your tenant doesn't include these features, some tasks in the exercise might not be available. You can still follow the steps to understand how the configuration works or skip any unsupported tasks.
+>
+> If you don't have access to these features, you can join the **[Microsoft 365 Developer Program](https://developer.microsoft.com/microsoft-365/dev-program)**. This program provides a free Microsoft 365 E5 developer subscription with access to many Purview capabilities.
+
+## Create a role group for disposition reviewers
+
+Before assigning someone as a disposition reviewer, they must be in a role group with the necessary permissions. Use this task to create a role group and assign members who will review content marked for deletion.
+
+1. Navigate to [Microsoft Purview](https://purview.microsoft.com) and sign in.
+1. In the Microsoft Purview portal, go to **Settings**
+1. Expand **Roles and scopes**, then select **Role groups**.
+1. Select **Create role group**.
+1. On the **Name the role group** page, enter:
+
+   - **Name**: `Disposition Reviewers`
+   - **Description**: `Grants members permission to review and take action on content marked for disposition.`
+
+1. Select **Next**.
+1. On the **Add roles to the group** page, select **Choose roles**.
+1. On the **Choose roles** page, select **Disposition Management**, then select **Select** at the bottom of the page.
+1. Select **Next**.
+1. On the **Add members to the role group** page, select **Choose users** and add the users needed to conduct a disposition review, then select **Select** at the bottom of the page.
+1. Select **Next**.
+1. On the **Review the role group and finish** page, confirm your settings, then select **Create**.
+1. After your role group is created, select **Done**.
+
+The users you added to this role group can now be selected as reviewers when you configure a disposition stage in a retention label. This ensures they have permission to view and act on content pending deletion.
+
+## Create and publish a retention label with disposition review
+
+Use this task to configure a retention label that applies to vendor contracts. The label keeps content for five years, then starts a disposition review so a reviewer can decide whether to delete or retain the item. After you create the label, you’ll publish it so it's available across Microsoft 365.
+
+1. In the Microsoft Purview portal, go to **Solutions** > **Data Lifecycle Management**.
+1. Select **Retention labels**.
+1. Select **+ Create a label**.
+1. On the **Name your retention label** page, enter:
+
+   - **Name**: `Vendor agreements - disposition review`
+   - **Description for admins**: `Applies to vendor contracts. Retains for 5 years, then requires disposition review.`
+   - **Description for users**: `Use for vendor contracts. Retention ends with review.`
+
+1. Select **Next**.
+1. On the **Define label settings** page, select **Retain items forever or for a specific period**, then select **Next**.
+1. On the **Define the retention period** page:
+
+   - Set the retention period to **5 years**.
+   - Start retention based on **when items were created**.
+
+1. Select **Next**.
+1. On the **Choose what happens after the retention period** page, select **Start a disposition review**, then select **Create stages and assign reviewers**.
+1. On the **Create stages and assign reviewers** page:
+
+   - Enable **Automatic stage approval**
+   - Set the automatic disposition approval to **14 days**.
+   - Select **Add a stage**
+   - Name the stage `Vendor agreement review`, then select **OK**.
+   - Choose a user who is a member of the Disposition Reviewers role group you created earlier.
+   - Select **OK** at the bottom of the reviewers page.
+
+1. Back on the **Choose what happens after the retention period** page, select **Next**.
+1. On the **Review and finish** page, confirm your settings, then select **Create label**.
+1. After your label is created, select **Publish this label to Microsoft 365 locations**, then select **Done**.
+1. On the **Choose labels to publish** page, make sure the **Vendor agreements - disposition review** label is selected, then select **Next**.
+1. On the **Policy Scope** page, leave the default selected, then select **Next**.
+1. On the **Choose the type of retention policy to create​**, select **Static**.
+1. On the **Choose where to publish labels** page, select **All locations. Includes content from Exchange email, Office 365 groups, OneDrive and SharePoint documents.**, then select **Next**.
+1. On the **Name your policy** page, enter:
+
+   - **Name**: `Vendor agreements disposition policy`
+   - **Description**: `Apply to vendor contracts that need to be kept and reviewed later.`
+
+1. On the **Finish** page, confirm your settings, then select **Submit**.
+1. After your policy is created, select **Done**.
+
+This configuration helps ensure vendor contracts are reviewed before deletion. Disposition review gives your organization a chance to keep important content longer when needed, supporting more flexible retention decisions.
+
+## Check your work
+
+Review the role group, label, and policy you created to make sure they're configured as expected.
+
+1. Go to **Settings** > **Roles and scopes** > **Role groups**.
+1. Confirm that `Disposition Reviewers` is listed and includes:
+
+   - The **Disposition Management** role
+   - At least one assigned user
+
+1. Go to **Data Lifecycle Management** > **Retention labels**.
+1. Confirm that `Vendor agreements - disposition review` is listed.
+1. Open the label and check that:
+
+   - The retention duration is set to 5 years
+   - Retention starts when items are created
+   - The action after the period is **Disposition review**
+   - The review stage is named `Vendor agreement review` with automatic approval after 14 days
+
+1. Go to **Retention policies** and confirm that `Vendor agreements disposition policy` is listed.
+1. Open the policy and check that:
+
+   - The correct label is included
+   - The policy type is **Static**
+   - All Microsoft 365 content locations are selected
+
+These steps help ensure that disposition review is properly configured. Verifying the label, policy, and reviewer permissions helps avoid gaps that could delay or block retention decisions.

learn-pr/wwl-sci/purview-manage-records/index.yml

@@ -3,7 +3,7 @@ uid: learn.wwl.purview-manage-records
 metadata:
   title: Manage records and disposition with Microsoft Purview
   description: "Manage records and disposition with Microsoft Purview."
-  ms.date: 06/10/2025
+  ms.date: 07/09/2025
   author: wwlpublish
   ms.author: riswinto
   ms.topic: module
@@ -38,8 +38,10 @@ units:
 - learn.wwl.purview-manage-records.plan-retention-disposition
 - learn.wwl.purview-manage-records.retention-label-file-plan
 - learn.wwl.purview-manage-records.auto-apply-retention-label
+- learn.wwl.purview-manage-records.exercise-create-auto-apply
 - learn.wwl.purview-manage-records.declare-record
 - learn.wwl.purview-manage-records.disposition-review
+- learn.wwl.purview-manage-records.exercise-disposition-review
 - learn.wwl.purview-manage-records.principles-retention
 - learn.wwl.purview-manage-records.knowledge-check
 - learn.wwl.purview-manage-records.summary