AvePoint OpusVS.

Microsoft Purview
Native Functionality

Things to consider when evaluating Microsoft 365 Purview for Records Management
FEATUREMICROSOFT 365
RETENTIONLABELS (E3)No

MICROSOFT 365RECORDSMANAGEMENT (E5)No

AVEPOINT OPUS

Yes

BUT... You can add fileplan categories to retention labels although this isrestricted to three levels

HIERARCHICALTAXONOMY

No

Yes

Yes

BUT... File plan must be ina flat structure

AND... Taxonomy terms
can be active, inactive or
removed altogether. In addition, terms can be active
for a preconfigured periodof time, active after a certain date, or made inactivefrom a point in time.

Yes

FILE PLAN
MANAGEMENTAPPLY MULTIPLE
LIFECYCLE RULES(FOR MULTI-STAGECONTENT LIFECYCLE)
TO A SINGLE TERM/LABEL

No

Yes

Only a single disposition
outcome (e.g. retain document, declare record,destroy) can be applied toa label

BUT... Only a single disposition outcome (e.g. retaindocument, declare record,destroy) can be applied toa label, however an action
can be configured to applya new label

AND... Rules can includeboth lifecycle and end oflife disposition actions, including record declaration,
move to new locations, export, archive and defensible
destruction

EXPORT TERMS/LABELS WITHASSOCIATED
RETENTION RULES

No

Yes

Yes

NoYes

Yes

IMPORT TERMS/LABELSAPPLY TERMS/LABELSTO ANY MICROSOFT
365 ARTEFACT

BUT... Labels can only beconfigured in a flat structure

No

No

Yes

Microsoft 365 only supports the application oflabels to documents andemails however defaults
can be applied at a Document Library or folderlevel.

Microsoft 365 only supports the application oflabels to documents andemails however defaults
can be applied at a Document Library level.

AND... Labels can be applied to documents, listitems, emails etc., as wellas Microsoft 365 containers
such as folders, libraries,sites.

© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners.

FEATURE
MANAGE RECORDS ‘IN
PLACE’ WITHINMICROSOFT 365

MANAGE RECORDS‘OUT OF PLACE’WITHINMICROSOFT 365

MICROSOFT 365
RETENTIONLABELS (E3)AVEPOINT OPUS

Yes

Yes

Yes

Yes

Yes

Yes

BUT... Microsoft 365 does
have a traditional records
centre, however new features such as labels andpolicies cannot be used
to send records to the records centre.

BUT... Microsoft 365 does
have a traditional records
centre, however new features such as labels andpolicies cannot be used
to send records to the records centre.

Information can be managed in the location it was
created or moved to another location such as an archive or Records Center according to business needs

No
APPLY TERMS/LABELSWITHOUT USERINTERVENTIONYes

BUT... The label to declarean item as a record must
be applied by a user andrecord metadata can still
be changed.

DECLARE AN ITEM
AS AN IMMUTABLE
RECORDMICROSOFT 365
RECORDSMANAGEMENT (E5)

A regulatory record can beconfigured. However once
this has been applied, theretention period cannot beadjusted or removed (evenby a Global Administrator).
A regulatory record label
cannot be applied using
auto labeling policies, onlyretention label policies.
Regulatory Records are notavailable by default andmust be enabled by PowerShell scripts.

Yes

Yes

There is up to 7-day latency for auto classification
actions. SharePoint Syntex
can also be used to apply aretention label (subject toadditional licensing)AND... AvePoint Opus canread and act on the metadata applied by trainableclassifying tools such as
SharePoint Syntex

Yes

Yes

BUT... The record metadata can still be changed
and the same issues withretention period adjustments, auto labeling andPowerShell scripting remain.

AND... Record declaration
can be automated, and therecord (including metadata)
is immutable.

© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners.

FEATURE

MICROSOFT 365
RETENTIONLABELS (E3)

No

Yes

MICROSOFT 365
RECORDSMANAGEMENT (E5)

Yes
Yes

BUT... There is up to a
7-day latency for the retention label declaring therecord to be applied andmetadata can still be edited following record declaration. Metadata columns
used for auto applicationneed to be mapped as arefinablestring in SharePoint search and Keyword
Query Syntax language
Yes
needs to be used to specify searchable phrases andproperties.

DECLARE AN ITEM AS
A RECORD WITHOUTUSER INTERVENTION

NoRECLASSIFY ITEMSAVEPOINT OPUS

YesYesYesYesYes

BUT... Relabeling can only
happen on 200 items at atime

AND... Content classified
by AvePoint Opus can bereclassified in bulk with nolimit on the number ofitems

Yes

APPLY METADATA
DURING RECORDDECLARATIONNoYes

MANAGE ITEMSWHETHER THEY HAVEBEEN DECLARED
RECORDS OR NOTYesREQUIRE A RETENTIONLABEL OR TERM TO BE
APPLIEDNoEXPORT TO LONGTERM PRESERVATIONFORMAT

MANAGEMENT OFNON- ELECTRONICINFORMATION

AUDIT TRAILRETENTION

NoYes

Yes
Yes

Yes

Yes
Yes
Yes

NoYes

NoNoYes

NoYes
Yes

Yes

NoYes

AND... Export formats arecertified against government standards
Yes

Yes

Manage physical and electronic information
Yes using
the same file plan or classification scheme

Yes

Yes

Yes

BUT... Audit trails are only
retained for 90 days

BUT... Audit trails are only
retained for 1 year

AND... Audit trails are retained for an indefinite period of time

© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners.

FEATURE

MICROSOFT 365
RETENTIONLABELS (E3)No

DISPOSITION ORDISPOSAL TRIGGERSDISPOSITION ORDISPOSAL PROCESSKICK OFFAVEPOINT OPUS

Yes

AND... Full defensible destruction includes the ability to retain a metadata stubfollowing disposal, the ability to capture a disposal ordisposition class against
business rules, productionof a destruction certificate
following a disposal process and the ability to comprehensively audit all retention and disposal actions.

Yes

Yes

BUT... Disposed records
spend 93 days in a recycle
bin before being permanently removed

BUT... Disposed records
spend 93 days in a recycle
bin before being permanently removed

YesYesYes

BUT... Disposition triggers
are limited to:• Date Created• Date Modified• Date Label Applied

BUT... Disposition triggers
are limited to:• Date Created• Date Modified• Date Label Applied

AND... Disposition or disposal processes can be triggered from any metadata
captured in the system, either date or event based.

Event based retention issupported although requires significant configuration and oversight

Event based retention issupported although requires significant configuration and oversight

Yes

Yes

Yes

Yes

BUT... Is run automaticallyeach week

BUT... Is run automaticallyeach week

AND... Can be run on a defined schedule or triggered
on demandNo
MULTI-STAGEDISPOSITION ORDISPOSAL APPROVALPROCESSYes

CONFIGURABLEREPORTING

Yes
BUT... Defensible destruction is available in the Disposition tab - Disposed
Items list and details ofitems will only be kept for
7 years after the item wasdisposed

DEFENSIBLE
DESTRUCTIONOBLITERATION ON
DESTRUCTIONMICROSOFT 365
RECORDSMANAGEMENT (E5)

BUT... Reports are combined with security andcompliance reportingYes

Up to five stages of approval can be configured,
however if items are rejected, the process for those
items will not move forward.

Yes

BUT... Reports are combined with security andcompliance reportingYes

Up to five approval stages
can be configured witheach approver required toendorse or reject decisions
before the process can becompleted.

Yes

AND... Reports have been
specifically designed forrecords management process and actions.

© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners.

FEATURE

RECORDS IN HYBRIDENVIRONMENT s

MICROSOFT 365
RETENTIONLABELS (E3)

MICROSOFT 365
RECORDSMANAGEMENT (E5)No

No

Labels can only be used in
Microsoft 365, they are notavailable for on-premises
SharePointLabels can only be used in
Microsoft 365, they are notavailable for on-premises
SharePointNo
DISPOSAL APPROVALS

Yes

AND... Terms and rules canbe extended across yourcloud and on-premises environments as well as physical records and file shares

YesYes

BUT... Approvals can only
be done 600 items at atime

AND... Disposal approvals
can be conducted in bulk
with no limits of the number of items approved

Yes

NoNo

No

Yes

Yes

BUT... Options are limited
to customizable emails
with a follow up email sent
within 7 days if no action
has been taken on the task

AND... Options include
scheduling reminder
emails, escalations if tasks
are not completed, limiting
the number of disposal
delays and length of time
disposal can be delayed.

ARCHIVE CONTENTCONFIGURABLEDISPOSITION REVIEWSAVEPOINT OPUS

Records can be sent to anarchival repository (likeAzure Blob) for longer term
management while retaining oversight and management outcomes with AvePoint Opus

© AvePoint, Inc. All rights reserved. AvePoint and the AvePoint logo are trademarks of AvePoint, Inc. All other marks are trademarks of their respective owners.