Crear etiquetas de retención y aplicarlas en aplicacionesCreate retention labels and apply them in apps

Instrucciones de licencias de Microsoft 365 para la seguridad y el cumplimiento.Microsoft 365 licensing guidance for security & compliance.

Nota

Este escenario es compatible con todas las configuraciones de la etiqueta de retención, incluyendo los registros normativos.This scenario is supported for all retention label configurations, including regulatory records.

Utilice la siguiente información para ayudarle a crear y publicar etiquetas de retención para, a continuación, aplicarlas a documentos y mensajes de correo electrónico.Use the following information to help you create and publish retention labels, and then apply them to documents and emails.

Las etiquetas de retención le ayudan a conservar lo que necesita y a eliminar lo que no en el nivel de elemento (ya sea documento o correo electrónico).Retention labels help you retain what you need and delete what you don't at the item level (document or email). También se utilizan para declarar un elemento como registro como parte de una solución deadministración de registros para sus datos de Microsoft 365.They are also used to declare an item as a record as part of a records management solution for your Microsoft 365 data.

Poner etiquetas de retención a disposición de las personas de su organización para que puedan clasificar el contenido es un proceso de dos pasos:Making retention labels available to people in your organization so that they can classify content is a two-step process:

  1. Crear las etiquetas de retenciónCreate the retention labels.

  2. Publicar las etiquetas de retención utilizando una directiva de etiquetas de retenciónPublish the retention labels by using a retention label policy.

Diagrama de roles y tareas para etiquetas

Utilice las siguientes instrucciones para los dos pasos de administrador.Use the following instructions for the two admin steps.

Antes de empezarBefore you begin

El administrador global de su organización tiene permisos totales para crear y modificar etiquetas de retención y las directivas de las mismas.The global admin for your organization has full permissions to create and edit retention labels and their policies. Si no va a iniciar sesión como administrador global, consulte Permisos necesarios para crear y administrar directivas de retención y etiquetas de retención.If you aren't signing in as a global admin, see Permissions required to create and manage retention policies and retention labels.

Cómo crear y publicar etiquetas de retenciónHow to create and publish retention labels

Primero, cree sus etiquetas de retención. A continuación, cree una directiva de etiqueta para que las etiquetas estén disponibles para aplicarlas en las aplicaciones.First, create your retention labels. Then create a label policy to make the labels available to apply in apps.

El lugar donde se crean y configuran las etiquetas de retención depende de si se utiliza la administración de registros o no. Se proporcionan instrucciones para ambos escenarios.Where you create and configure your retention labels depend on whether you're using records management or not. Instructions are provided for both scenarios.

Paso 1: Cree etiquetas de retenciónStep 1: Create retention labels

  1. En el Centro de cumplimiento de Microsoft 365, desplácese hasta una de las siguientes locaciones:In the Microsoft 365 compliance center, navigate to one of the following locations:

    • Si utiliza la administración de registros:If you are using records management:

      • Soluciones > Administración de registros > pestaña Plan de archivos tab > + Crear una etiqueta > Etiqueta de retenciónSolutions > Records management > File plan tab > + Create a label > Retention label
    • Si no está utilizando la administración de registros:If you are not using records management:

      • Soluciones > Gobierno de información > pestaña Etiquetas > + Crear una etiquetaSolutions > Information governance > Labels tab > + Create a label

    ¿No ve su opción inmediatamente?Don't immediately see your option? Primero seleccione Mostrar todo.First select Show all.

  2. Siga las instrucciones del asistente.Follow the prompts in the wizard. Si utiliza la administración de registros:If you are using records management:

  3. Después de crear la etiqueta y ver las opciones para publicar la etiqueta, aplicar la etiqueta automáticamente o simplemente guardar la etiqueta: seleccione Solo guardar la etiqueta por ahora y después seleccione Hecho.After you have created the label and you see the options to publish the label, auto-apply the label, or just save the label: Select Just save the label for now, and then select Done.

  4. Repita estos pasos para crear más etiquetas.Repeat these steps to create more labels.

Para editar una etiqueta existente, selecciónela y después seleccione la opción Editar etiqueta para iniciar el asistente Editar retención que le permite cambiar las descripciones de las etiquetas y cualquier configuración elegible del paso 2.To edit an existing label, select it, and then select the Edit label option to start the Edit retention wizard that lets you change the label descriptions and any eligible settings from step 2.

Paso 2: Publique etiquetas de retenciónStep 2: Publish retention labels

Publique etiquetas de retención para que los usuarios puedan usarlas en aplicaciones como SharePoint y Outlook.Publish retention labels so that they can be applied by users in apps, such as SharePoint and Outlook.

  1. En el Centro de cumplimiento de Microsoft 365, desplácese hasta una de las siguientes locaciones:In the Microsoft 365 compliance center, navigate to one of the following locations:

    • Si utiliza la administración de registros:If you are using records management:

      • Soluciones > Administración de registros > > pestaña Directivas de etiquetas > Etiquetas publicadasSolutions > Records management > > Label policies tab > Publish labels
    • Si no está utilizando la administración de registros:If you are not using records management:

      • Soluciones > Gobierno de información > pestaña Directivas de etiquetas > Publicar etiquetasSolutions > Information governance > Label policies tab > Publish labels

    ¿No ve su opción inmediatamente?Don't immediately see your option? Primero seleccione Mostrar todo.First select Show all.

  2. Siga las instrucciones del asistente.Follow the prompts in the wizard.

    Para obtener información sobre las ubicaciones compatibles con las etiquetas de retención, vea Etiquetas de retención y ubicaciones.For information about the locations supported by retention labels, see Retention labels and locations.

Para editar una directiva de etiqueta de retención existente (el tipo de directiva es Publicar), selecciónela y después seleccione la opción Editar para iniciar la directiva de Editar retención.To edit an existing retention label policy (the policy type is Publish), select it, and then select the Edit option to start the Edit retention policy. Este asistente le permite cambiar la descripción de la directiva y cualquier configuración elegible del paso 2.This wizard lets you change the policy description and any eligible settings from step 2.

Cuando las etiquetas de retención estén disponibles para aplicarlasWhen retention labels become available to apply

Si publica etiquetas de retención en SharePoint o OneDrive, aparecerán normalmente en un día para que los usuarios finales puedan seleccionarlas. Sin embargo, tenga en cuenta que pueden tardar en aparecer hasta siete días.If you publish retention labels to SharePoint or OneDrive, those labels typically appear for end users to select within one day. However, allow up to seven days.

Si publica etiquetas de retención en Exchange, las etiquetas pueden tardar hasta siete días en aparecer para los usuarios finales. Asimismo, el buzón de correo debe contener al menos 10 MB de datos.If you publish retention labels to Exchange, it can take up to seven days for those retention labels to appear for end users, and the mailbox must contain at least 10 MB of data.

Por ejemplo:For example:

Diagrama de cuándo entran en vigor las etiquetas manuales

Si las etiquetas no aparecen después de siete días, compruebe el Estado de la directiva de etiqueta seleccionándola en la página Directivas de etiqueta en el centro de cumplimiento.If the labels don't appear after seven days, check the Status of the label policy by selecting it from the Label policies page in the compliance center. Si ve el estado como Desactivado (error) y, en los detalles de las ubicaciones, un mensaje indica que se está tardando más de lo esperado en implementar la directiva (para SharePoint) o en probar la implementación de la directiva (para OneDrive), pruebe a ejecutar el comando de PowerShell Set-RetentionCompliancePolicy para volver a intentar la distribución de la directiva:If you see the status of Off (Error) and in the details for the locations see a message that it's taking longer than expected to deploy the policy (for SharePoint) or to try redeploying the policy (for OneDrive), try running Set-RetentionCompliancePolicy, a PowerShell command, to retry the policy distribution:

  1. Conectarse al PowerShell del Centro de seguridad y cumplimientoConnect to Security & Compliance Center PowerShell

  2. Ejecute el siguiente comando:Run the following command:

    Set-RetentionCompliancePolicy -Identity <policy name> -RetryDistribution
    

Cómo comprobar el estado de las etiquetas de retención publicadas en ExchangeHow to check on the status of retention labels published to Exchange

En Exchange Online, las etiquetas de retención se publican para los usuarios finales mediante un proceso que se ejecuta cada siete días. Con PowerShell, puede ver cuándo se ha ejecutado este proceso por última vez y, por tanto, identificar cuándo volverá a ejecutarse.In Exchange Online, retention labels are made available to end users by a process that runs every seven days. By using PowerShell, you can see when this process last ran and therefore identify when it will run again.

  1. Conéctese al PowerShell de Exchange Online.Connect to Exchange Online PowerShell.

  2. Ejecute estos comandos.Run these commands.

    $logProps = Export-MailboxDiagnosticLogs <user> -ExtendedProperties
    
    $xmlprops = [xml]($logProps.MailboxLog)
    
    $xmlprops.Properties.MailboxTable.Property | ? {$_.Name -like "ELC*"}
    
    

In the results, the ELCLastSuccessTimeStamp (UTC) property shows when the system last processed your mailbox. If it has not happened since the time you created the policy, the labels are not going to appear. To force processing, run Start-ManagedFolderAssistant -Identity <user>.

If labels aren't appearing in Outlook on the web and you think they should be, make sure to clear the cache in your browser (CTRL+F5).

How to apply published retention labels

Use the following sections to learn how published retention labels can be applied in apps:

In addition, when you use SharePoint Syntex and publish retention labels to SharePoint locations, you can apply a retention label to a document understanding model so that identified documents are automatically labeled.

After content is labeled, see the following information to understand when the applied label can be removed or changed: Only one retention label at a time.

Manually apply retention labels

End users, as well as administrators, can manually apply retention labels from the following locations:

  • Outlook and Outlook on the web

  • OneDrive

  • SharePoint

  • Microsoft 365 groups (both the group site and group mailbox in Outlook on the web)

Use the following sections to understand how to apply retention labels.

Applying retention labels in Outlook

To label an item in the Outlook desktop client, select the item. On the Home tab on the ribbon, click Assign Policy, and then choose the retention label.

Assign Policy button

You can also right-click an item, click Assign Policy in the context menu, and then choose the retention label.

After the retention label is applied, you can view that retention label and what action it takes at the top of the item. If an email has a retention label applied that has an associated retention period, you can see at a glance when the email expires.

Applying a default retention label to an Outlook folder

You can apply retention labels to Outlook folders as a default label that can be inherited by messages in that folder. Right-click the folder, select Properties, the Policy tab, and select the retention label you want to use as that folder's default retention label.

When you use a a standard retention label as your default label for an Outlook folder:

  • All unlabeled items in the folder have this retention label applied.

  • The inheritance flows to any child folders and items inherit the label from their nearest folder.

  • Items that are already labeled retain their retention label, unless it was applied by a different default label.

  • If you change or remove the default retention label for the folder: Existing retention labels applied to items in that folder are also changed or removed only if those labels were applied by a default label.

  • If you move an item with a default retention label from one folder to another folder with a different default retention label: The item gets the new default retention label.

  • If you move an item with a default retention label from one folder to another folder with no default retention label: The old default retention label is removed.

When labels are applied that aren't standard retention labels but mark items as records (or regulatory records), these labels can only be manually changed or removed.

Applying retention labels in Outlook on the web

To label an item in Outlook on the web, right-click the item > Assign policy > choose the retention label.

Assign policy menu in Outlook on the web

After the retention label is applied, you can view that retention label and what action it takes at the top of the item. If an email is classified and has an associated retention period, you can know at a glance when the email will expire.

Label assigned to email in Outlook on the web

As with the desktop version of Outlook on the web, you can also apply retention labels to folders. Right-click the folder, select Assign policy, and change Use parent folder policy to the retention label you want to use as that folder's default retention label.

Applying retention labels in OneDrive and SharePoint

To label a document (including OneNote files) in OneDrive or SharePoint, select the item > in the upper-right corner, choose Open the details paneInformation pane icon > Apply retention label > choose the retention label.

You can also apply a retention label to a folder or document set, and you can set a default retention label for a document library.

Apply label list for an item in SharePoint

After a retention label is applied to an item, you can view it in the details pane when that item's selected.

Applied label shown in Details pane

For SharePoint, but not OneDrive, you can create a view of the library that contains the Labels column or Item is a Record column. This view lets you see at a glance the retention labels assigned to all items and which items are records. Note, however, that you can't filter the view by the Item is a Record column. For instructions how to add columns, see Show or hide columns in a list or library.

Applying retention labels in Microsoft 365 groups

When you publish retention labels to Microsoft 365 groups (formerly Office 365 groups), the retention labels appear in both the group site and group mailbox in Outlook on the web. The experience of applying a retention label to content is identical to that for email and documents.

To retain content for a Microsoft 365 group, use the Microsoft 365 Groups location. Even though a Microsoft 365 group has an Exchange mailbox, a retention policy that includes the entire Exchange location won't include content in Microsoft 365 group mailboxes.

In addition, it's not possible to use the Exchange location to include or exclude a specific group mailbox. Although the Exchange location initially allows a group mailbox to be selected, when you try to save the retention policy, you receive an error that "RemoteGroupMailbox" is not a valid selection for the Exchange location.

First, create and configure the sensitivity labels that you want to make available for apps and other services. For example, the labels you want users to see and apply from Office apps.

Then, create one or more label policies that contain the labels and policy settings that you configure. It's the label policy that publishes the labels and settings for your chosen users and locations.

Applying a default retention label to all content in a SharePoint library, folder, or document set

This method requires retention labels to be published to a retention label policy.

In addition to letting people apply a retention label to individual documents, you can also apply a default retention label to a SharePoint library, folder, or document set. In this scenario, documents in that location can inherit your selected default retention label. Although the same label is applied, each document will be retained and deleted separately, according to the start of the retention period setting in the label.

For a document library, the default label configuration is done on the Library settings page for a document library. When you choose the default retention label, you can also choose to apply it to existing items in the library.

For example, if you have a retention label for marketing materials, and you know a specific document library contains only that type of content, you can make the Marketing Materials retention label the default label for all documents in that library.

Apply label option on library Settings page

Label behavior when you use a default label for SharePoint

For standard retention labels that you apply as a default retention label to a library, folder, or document set:

  • All new, unlabeled items in the container will have this retention label applied.

  • For folders, the inheritance flows to any child folders and items inherit the label from their nearest folder.

  • If you selected the option to apply the default label to existing items: Items that are already labeled retain their retention label, unless it was applied by a different default label.

  • If you change the default retention label for the container: Existing retention labels applied to items in that container are changed only if you selected the option to apply the default label to existing items and those labels were applied by a default label.

  • If you remove the default retention label for the container: Items retain their labels.

  • If you move an item with a default retention label applied from one container to another container: The item keeps its existing default retention label, even if the new location has a different default retention label. Only if you then change the default label for this new location can the moved item inherit the default label from its current location.

When labels are applied that aren't standard retention labels but mark items as records (or regulatory records), these labels can only be manually changed or removed.

Automatically applying a retention label to email by using rules

In Outlook, you can create rules to apply a retention label.

For example, you can create a rule that applies a specific retention label to all messages sent to or from a specific distribution group.

To create a rule, right-click an item > Rules > Create Rule > Advanced Options > Rules Wizard > apply retention policy.

Rules wizard with option to apply retention policies

Although the UI refers to retention policies, it's your retention labels that display here and can be selected, not your retention policies.

Updating retention labels and their policies

When you edit a retention label or retention label policy, and the retention label or policy is already applied to content, your updated settings will automatically be applied to this content in addition to content that's newly identified.

Some settings can't be changed after the label or policy is created and saved, which include:

  • The retention label and policy name, and the retention settings except the retention period. However, you can't change the retention period when the retention period is based on when items were labeled.
  • The option to mark items as a record.

Deleting retention labels

You can delete retention labels that aren't currently included in any retention label policies, that aren't configured for event-based retention, or mark items as regulatory records.

For retention labels that you can delete, if they have been applied to items, the deletion fails and you see a link to content explorer to identify the labeled items.

However, it can take up to two days for content explorer to show the items that are labeled. In this scenario, the retention label might be deleted without showing you the link to content explorer.

Locking the policy to prevent changes

If you need to ensure that no one can turn off the policy, delete the policy, or make it less restrictive, see Use Preservation Lock to restrict changes to retention policies and retention label policies.

Next steps

Event-based retention is another supported scenario for retention labels. For more information, see the following articles: