Egnyte integrates Microsoft Purview seamlessly to get the label definitions and add them to the files in Egnyte Repository. Microsoft Purview (a.k.a. Azure Information Protect or Microsoft Information Protect) enables the customers to stamp the files based on the content and provide the sensitivity levels.
This feature is available to customers on the full Enterprise plan. Please contact a Customer Success Manager or Egnyte Sales team to enable this feature.
Integrate with Microsoft Purview
- Navigate to Secure & Govern -> Settings -> Content Sources.
- Ensure that the source is added or available.
- For new OneDrive SharePoint sources, click on Add Cloud Source.
- Choose Microsoft as the source to integrate with Microsoft Purview.
- For existing source, Click on the Microsoft source list under Cloud Content Sources.
- Click the Reauthorise option.
- Login with Global Admin credentials provided by Microsoft and complete the next steps. Refer to the article for more details.
- Configure Microsoft labels in the last step.
- Microsoft Purview labels will be imported and will be visible under S&G -> Settings -> Document Label.
Egnyte Admin who has the Microsoft Admin credentials can integrate with Microsoft Purview.
Configure the Microsoft Purview Labels
Admins can choose to configure the Microsoft Purview labels at the time of integration or from the Document Labels page in S&G later.
To configure the labels at the time of integration:
- Click on the label and the policy or policies to map the label to.
- Select the Egnyte source(s) where the labels should be stamped and click on Import labels
- One policy can have only one label at any given time; however, one label can be assigned to multiple policies.
- Admin can also configure the labels later from S&G -> Settings -> Document labels page.
Import Microsoft Purview Labels from Document Labels Settings
- Navigate to Settings -> Document Labels and Click on Sync with Microsoft Purview and choose Microsoft source from the list.
- Labels that are not imported before will show up for configuration. Map the labels to the content classification policies.
- If there are no new labels available for configuration or if the labels cannot be fetched from Microsoft, the following screen will show on click of Sync with Microsoft Purview. The user will not get the option to import labels in this case.
- Labels associated with the policies will be marked as Active and the one not configured will be marked as Not Configured.
- Click on Import labels.
- All Document labels can be exported, which will provide the Label Name, Description, Label ID (as per the Source, Imported From and status).
- If the label name from an alternate source is the same as an existing label, the user will get a pop-up to provide a new name to the label. They can enter the new label name and click on Update and Import.
View Label Details
- Navigate to Settings -> Document Labels to view the label details. Each label has:
- Label name: Name of the label as added or imported
- Applied to: Number of source(s) the label is applied to. On hover over, the name of the sources appear.
- Labeled Files: Number of files the label is added to. This is hyperlinked and can be clicked to view the files’ details. The hyperlink will not be present if the count is 0.
- Status: Status of the label as Active, Inactive, or Not Configured.
- Three-dot menu provides an option of editing, deleting, or deactivating the label.
On clicking the labeled files hyperlink, details are displayed consisting of the file name, path, creation date, and source. The user can export the file list or view the file from this page.
If a document matches multiple labels, Egnyte will stamp any of the matching labels.