Lab: Explore the Microsoft Purview compliance portal & Compliance Manager

This lab 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

Lab scenario

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

Estimated Time: 30-45 minutes

Task 1

Explore the Microsoft Purview compliance portal home page and learn to customize the card view and the navigation panel.

Open Microsoft Edge. In the address bar, enter admin.microsoft.com.
Sign in with your admin credentials.
1. In the Sign in window, enter admin@WWLxZZZZZZ.onmicrosoft.com (where ZZZZZZ is your unique tenant ID provided by your lab hosting provider) then select Next.
2. Enter the admin password that should be provided by your lab hosting provider. Select Sign in.
3. When prompted to stay signed- in, select Yes. This takes you to the Microsoft 365 admin center page.
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 card shown in this window and drag it over to the location on your home screen where you want the card to be positioned.
As the compliance admin, there may be a set of solutions that you manage for our organization and as such, you may want to have only those solutions listed in the navigation panel that you see. To customize to your preferences select Customize navigation.
From the window labeled Customize your navigation pane, note how you can select the items you want to have appear on the navigation panel and de-select the items you don’t want to see. For the purpose of these labs, keep all items selected and hit Save on the bottom of the window.
Leave the browser tab open.

Task 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.
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. On the left side of the page is the overview that includes details and about information. Expand on About and review the description about the Microsoft 35 data protection baseline. On the right side of the page, notice the information available on the progress tab and for the improvement actions. On the top of the page are tabs you can select view more detailed information on the Controls, your improvement actions, and Microsoft actions. Explore these at will.
From the top left of the page, above where it says Data Protection Baseline for Microsoft 365 (the breadcrumb), select Assessment to return to the assessments tab in Compliance Manager.
From the top of the page, select Assessment templates. This page lists available templates and is organized by Included templates and Premium templates (you may need to scroll down and/or expand the list to view them). 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 lab, you explored the Microsoft Purview compliance portal home page and ways in which the capabilities of Compliance Manager can help organizations improve their compliance posture.