Office 365 – Compliance Center

Following my previous post to announce the new Office 365 Compliance Center (, here is a quick post on how to go with it.

Access to the compliance center is allowed to global administrator and based on the RBAC (Role Based Access Control) permission models, the same than the one used by Exchange (either online or on premises); that said Exchange role groups and Compliance Center role groups does not share membership or permission, so this means if you already have setup some compliance role group on Exchange this will NOT be reused by the compliance center

Ok, so let’s discover the Compliance Center.

You can access the compliance center from the administration portal through the Compliance Center from the left menu (the option is located at the end below the Admin section)


Then this open a new tab to connect you to the Compliance Center

What you can do?

For this first version, the compliance center is now the central place to manage compliance policies for both Exchange Online and SharePoint Online.


You can create and manage eDiscovery cases for SharePoint Online, enable/disable Exchange Online Archive for cloud hosted mailboxes (this first version does not allow to manage on premises mailboxes in the context of an hybrid scenario) or define the retention policies for Exchange Online and SharePoint Online

Exchange Online Archive Management

When you hit the Archiving option, you will be able to enabled/disable the online archive feature for Exchange Online mailboxes only. For mailboxes which has already the archive enabled, you get some usage statistics



The eDiscovery section allows you to create and manage eDiscovery cases

The first time you logon and reach this section AND if you don’t have any eDiscovery site created on SharePoint Online, the system will automatically creates a new eDiscovery site for you


Then you will be able to create/manage cases

NOTE if you want to delegate access to this section (see later for the Permissions management for the compliance center), you have to manage the permission to the eDiscovery site from the site itself; delegation from the compliance center does not grant access to the eDiscovery site



This section allows you to manage retentions policies for SharePoint Online and Exchange Online. Until then, it was relatively simple for Exchange Online (as soon as you have been granted the permission) to manage retention policies but not for SharePoint Online

Each links will open a new window

In case this is the first you reach this section and want to manage SharePoint retention policies, the system will automatically create a new Document Deletion Policy Center (which is the Compliance Policy Center template)

NOTE for some reason the automatic provisioning may failed, so just go to the SharePoint Admin portal and provision manually the required site using the Compliance Policy Center AND with the URL CompliancePolicyCenter (if you use another URL, it will continue to fail); then once the site has been provisioned, everything will go fine



Then you will be able to manage from this central point the retention policies

Once again, delegation from the compliance center does not grant access to the compliance policy SharePoint site



The last option allows you to delegate access to the compliance center.

You have default delegation permissions set but you can create your own to delegate specific tasks

As reminder global administrators have been automatically granted access to the compliance center


Once a user has been delegated to access the compliance center he will be able to access the site

The following screenshots shows the delegated views for eDiscovery Manager (as sample)

First, as the user is only delegated for the Compliance Center, there is no link available from anywhere (ie like the Office 365 portal); he has to logon using the URL

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