Demo: Explore the Microsoft Purview compliance portal & Compliance Manager

This demo maps to the following Learn content:

Learning Path: Describe the capabilities of Microsoft compliance
Module: Describe the compliance management capabilities in Microsoft Purview
Unit: Describe the Microsoft Purview compliance portal

Demo scenario

In this demo, you’ll show the Microsoft Purview compliance portal home page and ways in which the capabilities of Compliance Manager can help organizations improve their compliance posture.

Demo Part 1

Show the Microsoft Purview compliance portal home page and how to customize the card view and the navigation panel.

Open Microsoft Edge. In the address bar, enter admin.microsoft.com. You should already be signed in as the admin. If not, sign in with your admin credentials.
From the left navigation pane of the Microsoft 365 admin center, select Show all.
Under Admin centers, select Compliance. A new browser page opens to the welcome page of the Microsoft Purview compliance portal.
The card section on the home page shows you, at a glance, how your organization is doing with your compliance posture, what solutions are available for your organization, and more.
From the main window, scroll down to view the different cards. The cards available on the home screen and the position of the cards can be changed to accommodate each administrator’s preference.
Placing your mouse cursor over the title bar of any card turns the title bar grey. When you see the cursor turn into a cross shape, you can move the card to your desired location.
On the title bar of every card, you’ll also see an ellipsis that provides actions you can take. Select the ellipses on the Solution catalog and select Remove.
You can add cards, by selecting + Add cards. The Add cards to your home page window opens. Place your mouse cursor over the Solution catalog card shown in this window and drag it over to the location on your home screen where you want the card to be positioned.
From the left navigation panel of the Microsoft Purview compliance portal home page, notice the items listed under Solutions. If only Catalog is displayed, then from the left navigation panel select …Show all. Notice how all the additional solutions appear under the solutions section.
As the compliance admin, there may be a set of solutions that you manage for our organization, and that you want to have always listed on the navigation panel. To customize to your preferences select Customize navigation.
From the Customize your navigation pane window, select items you want displayed and de-select the items you do not want displayed. Select Save on the bottom of the window. Notice how the Solutions section of the navigation panel has been updated.
Leave the browser tab open.

Demo Part 2

Learn about your organization’s compliance posture through Compliance Manager.

From the left navigation panel of the Microsoft Purview compliance portal, select Compliance Manager. Alternatively, you can select Compliance Manager on the title bar of the Compliance Manager card.
From the top of the Compliance Manager page, ensure Overview is selected (underlined). Scroll down to see all the information available on the page. Information on this page includes your compliance score, your points achieved, and Microsoft managed points achieved. You’ll see Key improvement actions, Solutions that affect your score and compliance score breakdown by categories or assessments.
From the top of the Overview page, select Improvement actions. These are actions that can improve the organization’s compliance score. Note that as improvement actions are taken, points may take up to 24 hours to update. Notice the available filters.
From the list of improvement actions, select Enable self-service password reset. Review the available information for the improvement action. The left side of the window provides a brief overview about the implementation, test status, and more. To the right of the overview is the details page from which you can select implementation, testing, the related standards and regulatory requirements, and documents. Each of these tabs provides more detailed information for the improvement action.
Exit out of this improvement action by selecting Improvement Actions from the breadcrumb on the top left of the page. You’re now back on the improvement actions page.
From the top of the page, select Solutions. On this page, you’ll see how solutions contribute to your score and their remaining opportunity for improvement.
From the top of the page, select Assessments. On this page, you’ll see the Data Protection Baseline for Microsoft 365. This is a default baseline assessment Microsoft provides in Compliance Manager for Microsoft 365. This baseline assessment has a set of controls for key regulations and standards for data protection and general data governance. Compliance Manager becomes more helpful as you add your own assessments to meet your organization’s particular needs.
Select Data Protection Baseline. Notice the information available on the progress tab. You can also view information on the Controls, your improvement actions, and Microsoft actions.
From the top left of the page, above where it says Assessments (the breadcrumb), select Assessment to return to the assessments page.
From the top of the page, select Assessment templates. This page lists the available templates. You can create assessments for your organization by using an existing template or you can create a new template.
1. From the included templates list, select any template. From the top right of the page, select + Create assessment. Here you can see the few steps and pieces of information needed to create an assessment from an existing template - identify the product for the assessment, name the assessment, and assign it to a group. Select Cancel from the bottom of the page.
Close all the open browser tabs.

Review

In this demo, you showed the Microsoft Purview compliance portal home page and ways in which the capabilities of Compliance Manager can help organizations improve their compliance posture.