Data classification and labeling in the Office 365 dev/test environment
Summary: Configure and demonstrate data classification and labeling using the Azure Information Protection (AIP) client in your Office 365 dev/test environment.
The Azure Information Protection client lets you classify a document before you upload it to a SharePoint Online folder in Office 365. With the instructions in this article, you install the Azure Information Protection client and demonstrate data classification. For more information, see Azure Information Protection.
Click here for a visual map to all the articles in the Office 365 Test Lab Guide stack.
Phase 1: Build out your Office 365 dev/test environment
Follow the instructions in Office 365 dev/test environment.
Phase 2: Add the Azure Information Protection trial subscription
In this phase, you add Azure Information Protection to your Office 365 dev/test environment and enable it for your user accounts. If you have configured the Office 365 and EMS dev/test environment, skip this phase. The Enterprise Mobility Suite trial subscription includes Azure Information Protection licenses.
First, sign up for an Azure Information Protection trial subscription.
Sign up for an Azure Information Protection trial subscription
In Internet Explorer or your browser, go to http://admin.microsoft.com and sign in with your Office 365 global administrator account.
On the Microsoft Office Home tab, click the Admin tile.
On the Office 365 Admin tab, in the left navigation, click Billing > Purchase services.
On the Purchase services page, find the Azure Information Protection Premium P2 item. Hover your mouse over it and click Start free trial.
On the Confirm your order page, click Try now.
On the Order receipt page, click Continue.
Next, you enable the Azure Information Protection license for all user accounts.
On the Microsoft 365 admin center tab, click Users.
In the list of user accounts, select your global administrator account, and then click Edit for Product licenses.
Turn the product license for Azure Information Protection Premium P2 to On, click Save, and then click Close twice.
Repeat steps 2 and 3 for your other user accounts (User 1 through User 5).
Your Office 365 dev/test environment now has:
Office 365 E5 Enterprise and Azure Information Protection trial subscriptions.
All of your user accounts enabled to use both Office 365 E5 Enterprise and Azure Information Protection.
Phase 3: Demonstrate data classification
In this phase, you demonstrate data classification using the Azure Information Protection client and the default Azure Information Protection policy.
If you are using the simulated enterprise Office 365 dev/test environment, you must first install Office 2016 on CLIENT1.
Use your browser and go to the Azure portal.
Click Resource Groups > [your resource group name] > CLIENT1 > Connect.
From CLIENT1, run Internet Explorer, go to the Office portal at http://admin.microsoft.com, and then sign in with the User5 account name and password.
On the Microsoft Office Home tab, click Install Office 2016.
Run the download when prompted and click Yes when prompted by User Account Control. Wait for Office to install. When complete, click Close twice.
Next, you install the Azure Information Protection client.
- In your browser or Internet Explorer, go to the Microsoft Azure Information Protection download page.
If you are using the lightweight version of the Office 365 dev/test environment, use the browser on your local computer.
If you are using the simulated enterprise Office 365 dev/test environment, run Internet Explorer from CLIENT1.
On the Microsoft Azure Information Protection download page, click Download, click AzInfoProtection.exe, and then click Next.
When prompted, run AzInfoProtection.exe.
In the Install the Azure Information Protection client box, click I agree, and then click Yes when prompted by User Account Control.
In the Completed successfully box, click Close.
Next, you demonstrate document classification.
Click the Word icon in the taskbar.
When prompted, sign in with the User5 account name and password.
If you just installed Office 2016 on CLIENT1, in the First things first box, click Accept.
Click Blank document.
Note the Protection section of the ribbon on the Home tab and the row of document classifications.
In the blank document, type some text.
Click File > Save, type the name BeforeAIP, and then click OK.
In the row of document classes, click the down arrow for Secret, and then click All Company.
Click File > Save As, type the name AfterAIP, and then click OK.
Click File Explorer in the taskbar, and then open the Documents folder.
Note the different file sizes of the BeforeAIP and AfterAIP documents. The AfterAIP document is larger because it has the classification information.
Next, you allow everyone to access the Support site collection.
On the Microsoft Office Home tab, click SharePoint.
From the SharePoint tab, click Support site collection.
In the upper right, click the Settings icon, and then click Shared with.
In Share 'Support site collection', click Advanced.
In the list of SharePoint groups, click Support site collection Members.
On the People and Groups page, click New.
In Share 'Support site collection', type Everyone, click Everyone except external users, and then click Share.
Close the People and Groups tab.
Next, you sign in with your User5 account and upload the AIP-protected document to the Documents folder of the Support site collection.
On the Microsoft Office Home tab, in the upper right, click the user icon, and then click Sign out.
Go to http://admin.microsoft.com.
On the Office 365 sign in page, click the User5 account name and sign in.
On the Microsoft Office Home tab, click SharePoint > Support site collection.
Click Documents, click Upload, click the AfterAIP document, and then click Open.
You should see AfterAIP.docx in the Documents folder on the Support site collection.