Squirrel vs. Microsoft 365 Archiving: Key Differences Explained

Squirrel vs. Microsoft 365 Archiving: Key Differences Explained

Squirrel vs. Microsoft 365 Archiving

Which Solution Saves You More?

Managing SharePoint storage efficiently is crucial as data grows—discover how Squirrel Archiving stacks up against Microsoft 365’s built-in options to cut costs and improve accessibility.

Site Archive Settings

SharePoint Online Archiving Solutions

As organizations grow, so does their SharePoint storage. With Microsoft’s built-in options and third-party solutions like Squirrel Archiving, businesses often wonder: Which archiving solution is best for my organization?

This post compares Squirrel Archiving with Microsoft 365’s native archiving features to help IT administrators, compliance officers, and decision-makers choose the right approach for reducing SharePoint storage costs while ensuring easy file access and compliance.

Comparing Squirrel Archiving vs. Native Microsoft 365 Archiving

Feature Squirrel Archiving Microsoft 365 Archiving
Storage Type Azure Blob Storage (low-cost, flexible) SharePoint Online Storage (costly, limited)
Automated Policies Yes – Customizable rules for auto-archiving Limited – Only retention policies available
User Experience End-users can restore files via SharePoint UI, SharePoint synced folders, and Microsoft Teams (including private Teams channels) Requires admin intervention for restores
Stub Files (Click to Restore) Yes – Maintains file presence in SharePoint No – Archived files are moved elsewhere
Storage Cost Savings Saves up to 75% on storage costs Costs remain high for additional storage
Restoration Time

 Instant restoration from stubs, can be performed by end user

Manual recovery process, takes between 24 to 48 hours to restore files. Requires Administrator to start restoration.
Integration with SharePoint

Seamless, appears as part of SharePoint UI

Files are not visible after archiving

Understanding SharePoint Archiving

What is SharePoint Archiving?

Archiving in SharePoint Online is the process of moving old or inactive documents from primary storage to cheaper long-term storage while keeping them accessible when needed. This helps organizations reduce storage costs, improve performance, and meet compliance requirements.

Why is Archiving Important?

Avoid Microsoft’s Expensive Overages – SharePoint Online comes with fixed storage limits. Additional storage costs $0.20 per GB per month, which can add up quickly. 

Improve SharePoint Performance – Large libraries slow down search and collaboration.

Ensure Compliance & Retention – Many industries require long-term data retention.

Enable Easy Data Recovery – Users need quick access to archived files without IT intervention.

Storage and Cost Efficiency

Microsoft 365 provides additional SharePoint storage at $0.20 per GB per month. For organizations with terabytes of data, this can quickly add up. Squirrel moves files to Azure Blob Storage, offering up to a 70% cost reduction compared to Microsoft’s pricing.

Automated Archiving & User Experience

Microsoft’s native archiving tools focus on retention policies, but these do not move data to cheaper storage automatically. Admins must manually move files, making it inefficient. Squirrel automates archiving based on custom rules (e.g., last modified date, last accessed date, file type, folder location, sharepoint online site), ensuring that inactive files are archived without manual intervention.

Additionally, Microsoft’s approach does not provide stub files in SharePoint, meaning users may struggle to find their archived files. Squirrel, on the other hand, replaces archived files with clickable stubs, allowing one-click restoration without IT assistance.

Compliance & Retention Policies

Both Microsoft 365 and Squirrel support retention policies, but Microsoft’s approach retains files within costly SharePoint storage, whereas Squirrel offloads them to Azure while ensuring archived files remain accessible for compliance needs. This makes Squirrel more cost-effective for long-term storage.

Data Restoration & Accessibility

Comparison of Data Restoration Methods

Feature Squirrel Archiving Microsoft 365 Archiving
User Restore Access Users can restore files via SharePoint UI, synced folders, and Teams (including private channels) Requires IT intervention
Restore Buttons Available in SharePoint and Teams Not available
Stub Files Yes – Clickable stubs remain in SharePoint No – Files are moved and not visible
Self-Service Archiving Yes – Users can archive files without IT No – Admins must manually configure policies
Restoration Time Instant via stub file or button Manual and time-consuming

Squirrel offers restore buttons directly in SharePoint, as well as stub files that allow users to restore their files with a single click. These features extend to SharePoint synced folders and Microsoft Teams (including private Teams channels), making it seamless for users to access their archived content from anywhere. Additionally, Squirrel enables end-users to archive their own files without IT involvement, providing full flexibility for content lifecycle management.

With Microsoft’s built-in archiving, users need IT intervention to retrieve archived files, whereas Squirrel allows self-service restores through the familiar SharePoint interface. This reduces IT workload and enhances productivity.

Squirrel offers restore buttons directly in SharePoint, as well as stub files that allow users to restore their files with a single click. These features extend to SharePoint synced folders and Microsoft Teams (including private Teams channels), making it seamless for users to access their archived content from anywhere. Additionally, Squirrel enables end-users to archive their own files without IT involvement, providing full flexibility for content lifecycle management.

Which One Should You Choose?

Use Case Best Option
You need cost-effective archiving Squirrel Archiving
You want to automate the process Squirrel Archiving
Users need self-service restore and archive Squirrel Archiving
You only need basic retention policies Microsoft 365 Archiving

Dedicated Deployment & Data Ownership

Unlike multi-tenant cloud services, Squirrel is deployed as a dedicated instance for each client. There is no shared infrastructure across clients, ensuring higher security and better performance.

  • Deployed in the same region as the SharePoint tenant to comply with data residency requirements.

  • Uses the client’s own Azure Blob Storage, ensuring organizations retain full ownership of their archived data.

  • While data traverses Squirrel’s appliance, it remains encrypted and compressed before being stored, adding an extra layer of security.

Frequently Asked Questions (FAQ)

How does Squirrel integrate with SharePoint?

Squirrel seamlessly integrates with SharePoint Online, allowing users to archive and restore files via buttons in the UI, stub files, SharePoint synced folders, and Microsoft Teams.

Where is my data stored when using Squirrel?

Squirrel uses your own Azure Blob Storage, deployed in the same region as your SharePoint tenant, ensuring compliance with data residency requirements.

Is Squirrel a shared or dedicated service?

Each Squirrel deployment is dedicated to a single client. There is no shared infrastructure across clients, ensuring security and isolation.

Does Squirrel encrypt my archived data?

Yes, all archived data is encrypted and compressed before being stored in Azure Blob Storage.

Can users restore their own files without IT help?

Yes! Squirrel provides self-service restore options, allowing users to restore files with a single click via stub files, SharePoint synced folders, or Microsoft Teams.

Can users archive their own files too?

Yes! Unlike Microsoft 365 Archiving, which requires IT to set retention policies, Squirrel allows end-users to manually archive their own files, reducing IT workload.

Does Squirrel affect SharePoint search?

No. While files are archived, stub files remain in SharePoint, ensuring searchability and a seamless user experience.

What happens if my organization decides to stop using Squirrel?

Since your archived files are stored in your own Azure Blob Storage, you retain full ownership of your data, even if you stop using Squirrel.

Final Verdict: Squirrel Wins for Cost & Automation

For organizations that want to reduce SharePoint costs, automate archiving, and allow self-service restores, Squirrel is the superior choice. It provides a seamless user experience, dramatically lowers storage costs, and ensures compliance-friendly archiving.

Microsoft 365’s native archiving is useful for basic retention policies but lacks automation and cost-saving benefits. If your organization is looking for a smarter way to manage SharePoint storage and compliance, Squirrel is the solution you need.

Squirrel: The Smarter Way to Archive and Restore in SharePoint

Tired of bloated SharePoint storage and slow file access? Squirrel automates archiving, reducing storage costs by up to 70%, while keeping your files just a click away. With self-service restore buttons, stub files, and seamless integration into SharePoint, Teams, and synced folders, Squirrel ensures fast, cost-effective content management—without IT headaches.

Squirrel for SharePoint Dashboard

Stop overpaying for SharePoint storage! Squirrel archives files to your own Azure Blob Storage, cutting costs by up to 70%—while keeping data secure and accessible.

Want to Cut SharePoint Storage Costs?

How to Restore Archived SharePoint Site

How to Restore Archived SharePoint Site

Full Guide to Recovering Your  SharePoint Data

Need to bring back archived files in SharePoint? This step-by-step guide walks you through restoring all previously archived files in a SharePoint Online site using Squirrel, ensuring a seamless and efficient recovery process.

Squirrel for SharePoint Site Size Reporting

How to Restore All Files from Archive in a SharePoint Online Site with Squirrel

Restoring an entire SharePoint Online site from Squirrel is a simple and efficient process that ensures all previously archived files are returned to their original location within SharePoint. This functionality is particularly useful when a site requires full access to archived content, whether for compliance, business needs, or reactivation of an old project.

Important Note: This process will restore only the files that were archived in the selected SharePoint site. Any files that were not archived will remain untouched. For this example, we will be restoring all files in the Engineer site, which was previously archived in our earlier blog post.

Why Restore an Archived SharePoint Site?

There are several reasons why you might need to restore an entire site’s archived files:

  • Business Needs – If a project is reactivated or a department needs historical data, restoring all files ensures they have everything they need.

     

  • Compliance & Legal Requirements – Some industries require companies to retain and restore archived documents for audits and regulatory compliance.

     

  • Collaboration & Access – If users need to work on a previously archived site, restoring the files provides immediate access to original content.

     

  • Accidental Archiving or Policy Changes – If a site was archived in error or business policies change, restoring files allows for a seamless rollback.

Regardless of the reason, Squirrel makes the restoration process straightforward while maintaining data integrity.

Access the Squirrel Dashboard

To begin the restoration process, follow these steps: 

Log into your Squirrel web portal then navigate to the Site Archive Settings section of the dashboard.

This section provides an overview of all the SharePoint Sites in your environment, as well as the ability to whitelist a site from a global archive policy, implement the sites own archive policy. But also gives the administrator the ability to either Archive or Restore a complete site..

The dashboard ensures that administrators can quickly find the site they need to restore without navigating through complex menus.

Squirrel Menu

Select the SharePoint Site for Restoration

Locate the Engineer site in the list of archived sites then click on the Restore button to proceed.

Site Archive Settings

Confirm the Restoration Process

Before proceeding with the full restore, Squirrel review the information carefully.

Click Confirm Restore to initiate the process.

A warning prompt will appear, notifying that the restore process may take time and could impact user access. It is recommended to perform restores outside of business hours.

Once confirmed, the site restoration will begin, and you will be redirected to the Restore Queue for progress tracking.

Restore Site Prompt

Monitor the Restore Progress

The Restore Queue displays the current status of all active restores.

Navigate to the Restore Jobs section to check the details of the restoration process.

Squirrel provides real-time updates, showing progress bars for large restores.

Depending on the site’s size, restoration may take a few minutes to several hours.

Squirrel ensures that even during large-scale restorations, users can track the progress and plan accordingly.

Restore Queue

Verify the Restored Files

Once the restoration process is complete, it’s important to verify that all files have been properly restored:

Open SharePoint Online and navigate to the Engineer site.

Access the document library to confirm that the previously archived files have been restored to their original locations.

Check file metadata such as last modified date and version history to ensure integrity.

At this stage, users should be able to access all files as they were before archiving

SharePoint UI Documents

Validate Access and Integrity

As seen in the image, you can see that the file has been restored sucessfully back to SharePoint including all the version history.

Before finalizing the restore process, conduct a validation check:

  • Open several restored files – Ensure documents, spreadsheets, and images open correctly.

  • Check permissions – Verify that user permissions are still in place as expected.

  • Validate linked content – If there were interlinked documents or referenced files, ensure that they function as intended.

If any issues are detected, Squirrel’s logging system provides detailed reports that can help diagnose and resolve potential problems.

Version History

Conclusion

Restoring archived files from Squirrel is an easy and efficient way to bring back data when needed. Whether for compliance, business continuity, or user access, the step-by-step process ensures that all previously archived files in a SharePoint Online site can be restored seamlessly while maintaining SharePoint’s structure.

Key Takeaways:

Selective Restoration – Only previously archived files are restored, ensuring no unnecessary changes.

Fast & Reliable – The restore process is efficient, even for large SharePoint sites.

Seamless User Experience – Files are returned to their original location with no manual intervention needed.

Complete Control – Administrators can monitor the progress and verify restoration integrity.

With Squirrel, your SharePoint archiving and restoration processes remain secure, efficient, and hassle-free.

Stay tuned for more Squirrel guides and best practices!

Squirrel: The Smartest Way to Restore Your SharePoint Data – Fast, Reliable, and Hassle-Free!

Lost important SharePoint files? With Squirrel, you can instantly restore archived data and get your team back on track with minimal downtime. 

Squirrel for SharePoint Dashboard

No more struggling with missing files—Squirrel seamlessly rehydrates your SharePoint sites, ensuring all archived content is restored exactly where you need it.

Want to see Squirrel in Action?

How to Archive a SharePoint Site

How to Archive a SharePoint Site

Effortlessly Archive Entire SharePoint Sites

Managing SharePoint storage can be challenging as data grows over time. Archiving full sites ensures compliance, reduces costs, and keeps your SharePoint environment efficient without losing access to important files.

Archive Request Complete

Complete SharePoint Online Archiving

 

Managing SharePoint Online storage efficiently is crucial for maintaining an organized and cost-effective environment. Squirrel provides a powerful solution for archiving entire SharePoint Online sites, ensuring that your important data is preserved while reducing storage consumption. This guide walks you through the process of archiving a complete SharePoint Online site using Squirrel.

Understanding the Need for Archiving

SharePoint Online is a robust collaboration platform, but as data accumulates over time, it can become challenging to manage. Large volumes of documents, outdated files, and inactive sites consume storage, leading to increased costs and potential performance issues. Archiving these sites allows organizations to:

  • Optimize SharePoint storage usage

  • Improve system performance by reducing clutter

  • Maintain compliance with data retention policies

  • Easily restore data when necessary

Before proceeding, let’s look at how an unarchived SharePoint Online site appears.

As you can see, all files in the Engineer site are still available in their original form, meaning they have not yet been archived. Now, let’s walk through the steps to archive this site using Squirrel.

SharePoint UI Documents

Access the Squirrel Dashboard

Log into your Squirrel web portal, then navigate to the dashboard and go to Site Archive Settings, where you manage archive tasks.

The Squirrel dashboard provides a centralized interface for monitoring and managing archive operations. Here, you can see all available sites and choose the ones that need to be archived.

Squirrel Menu

Select the SharePoint Site to Archive

In this example, I will be archiving the Engineer site. Locate the site under Archive Policies and ensure it is available for archiving. Sites that are actively used may not need archiving immediately, so it’s important to evaluate which sites should be archived based on storage usage and activity levels.

Site Archive Settings

Initiate the Archiving Process

Once you’ve selected the site for archiving, it’s time to begin the process.

Click on the Archive button next to the Engineer site. A confirmation prompt will appear. Review the details to ensure the correct site is selected. Click OK to proceed.

After confirming, Squirrel will begin the archiving process. This may take some time depending on the size of the site and the number of files being archived.

Full Site Archive Prompt Confirmation

Monitor the Archiving Progress

Squirrel provides real-time monitoring so you can track the status of your archive job. 

The site is now queued for archiving. You can check the progress in the Archive Queue section of the dashboard. The queue updates dynamically, so refreshing the page will show the latest progress.

 

Depending on the number of files, the archiving process might take a few minutes or hours. Once completed, files in SharePoint will be replaced with stub files, meaning they are archived and no longer consuming SharePoint storage.

Archive Queue

Verify the Archived Data

After the archive process completes, it’s important to verify the results. 

Navigate back to your SharePoint Online Document Library. Open any of the folders, and you will now see that the files have been replaced with stub files. These stub files act as placeholders, allowing users to restore files when needed without occupying SharePoint storage.

At this stage, the archiving process is complete, and your SharePoint site has been successfully optimized.

SharePoint Site Archived

Restore or Access Archived Files

One of the key benefits of Squirrel is its ability to restore files effortlessly. 

If a user needs a file that has been archived, they can simply click on the stub file or use the Restore button within the SharePoint Online UI. The system will automatically retrieve the archived version from Azure Blob Storage. Alternatively, an administrator can restore entire sites or specific folders from the Squirrel dashboard.

This ensures that data remains accessible while optimizing storage efficiency.

Stub Details

Conclusion

Archiving a complete SharePoint Online site with Squirrel is an efficient way to manage storage and ensure compliance with data retention policies. By following these steps, you can:

✅ Reduce SharePoint storage costs

✅ Improve site performance by removing inactive data

✅ Maintain compliance with regulatory requirements

✅ Ensure archived files remain accessible when needed

With Squirrel, organizations can maintain a clean and optimized SharePoint environment without losing access to important files. Try archiving your SharePoint sites today and experience the benefits firsthand!

Stay tuned for more Squirrel tips and guides!

Squirrel: Smart Archiving for SharePoint – Save Space, Stay Compliant!

Tired of SharePoint storage limits and rising costs? Squirrel helps you seamlessly archive entire sites while keeping your data accessible, secure, and compliant.

Squirrel Main Dashboard

Stop wasting space on inactive files! Squirrel automatically archives your SharePoint data, optimizing storage while ensuring seamless access when you need it.

Curious how much Squirrel can save you?

Mastering Private Teams Channels

Mastering Private Teams Channels

Private Teams Channels

Collaboration, Control & Seamless Archiving with Squirrel

Explore the structure, benefits, and challenges of Microsoft Teams Private Channels, including how their unique SharePoint backend impacts data management and archiving.

End User Initiated Archive Request

Key Takeaways

Topic Details
Private Teams Channels Secure spaces for focused collaboration with separate SharePoint site collections.
Hidden SharePoint Sites Private Teams Channels create site collections not visible in SharePoint Admin Center.
Archiving Challenges Traditional tools often miss private channel data due to hidden SharePoint structures.
Squirrel’s Advantage Full-fidelity archiving for SharePoint and Teams, including hidden private channel files.
User-Initiated Restores Users can easily restore archived files directly into Private Teams Channels.
Compliance & Cost Efficiency Ensures complete data archiving, compliance, and reduces SharePoint storage cost

Private Teams Channel Overview

In the modern workplace, seamless collaboration and secure data management are non-negotiable. Microsoft Teams has emerged as a leading platform, empowering organizations to communicate, share files, and collaborate in real-time. Yet, as collaboration deepens, so does the need for controlled spaces within Teams—this is where Private Teams Channels come into play.

Private Teams Channels offer a focused, secure environment for sensitive discussions and confidential file sharing. But while they solve visibility and privacy challenges, they introduce new complexities in data management—especially when it comes to archiving.

In this post, we’ll explore the ins and outs of Private Teams Channels, their unique structure, and how Squirrel simplifies archiving and restoring documents, even within these hidden corners of Teams.

microsoft teams private channels

What Are Private Teams Channels?

Private Teams Channels are a powerful feature in Microsoft Teams that allow a subset of team members to collaborate privately within an existing team. Unlike standard channels, private channels are only accessible to invited members, ensuring that sensitive information stays protected.

Key Differences Between Standard and Private Channels:

  • Visibility: Private channels are hidden from non-members, even if they belong to the parent team.

     

  • Access Control: Only designated members can view and participate.

     

  • Separate SharePoint Site Collection: Every private channel gets its own dedicated SharePoint site, isolating its documents from the main team’s files. However, these private SharePoint sites do not appear in the SharePoint Admin Center, making them harder to manage and archive using traditional tools.

Common Use Cases for Private Teams Channels:

 

  • Human Resources: Managing confidential employee information or recruitment pipelines.

     

  • Executive Discussions: High-level planning, mergers, and acquisitions.

     

  • Legal & Compliance: Sensitive contract negotiations or compliance reviews.

Private channels create a secure bubble for focused collaboration, but their unique data structure presents challenges, particularly for archiving and compliance.

The Unique Data Structure of Private Channels

When a private channel is created in Microsoft Teams, it doesn’t just sit within the existing team’s SharePoint structure. Instead, Microsoft creates a separate SharePoint site collection specifically for that private channel. This ensures that files and data are siloed from the broader team, maintaining strict access control.

While this structure enhances security, it also adds complexity for IT administrators and compliance officers. Standard archiving tools that focus on the primary SharePoint site may overlook these separate site collections, leading to gaps in data protection.

Implications of This Data Structure:

  • Increased Compliance Risk: Incomplete archiving can result in non-compliance during audits.

     

  • Data Discovery Challenges: Without full visibility, legal teams may struggle to locate critical documents.

     

  • Storage Management Issues: Isolated SharePoint sites can accumulate unused data, inflating storage costs.

This is where Squirrel steps in, ensuring no data—no matter how hidden—is left behind.

Challenges in Archiving Private Teams Channels

While Private Teams Channels enhance security and confidentiality, their unique architecture poses significant challenges for traditional archiving solutions. Many legacy systems fail to recognize the separate SharePoint site collections tied to private channels, leading to blind spots in data archiving and compliance.

Key Archiving Challenges:

  • Hidden SharePoint Sites: Since private channels create separate site collections that don’t appear in the SharePoint Admin Center, archiving tools must actively detect and access these isolated repositories.

     

  • Permission Barriers: Archiving solutions need elevated permissions to access and archive private channel content securely.

     

  • Complex Data Mapping: Reconstructing file hierarchies and user permissions during restoration requires deep integration with Microsoft Teams and SharePoint.

These challenges can result in critical files being missed during archiving processes, potentially exposing organizations to compliance risks and data loss

How Squirrel Seamlessly Archives Private Teams Channels

Squirrel is primarily designed for SharePoint archiving, but because Microsoft Teams is built on top of SharePoint, it naturally extends its archiving capabilities to Teams—including Private Teams Channels. This means that Squirrel treats files within Private Channels like any other SharePoint-hosted file, making archiving seamless.

Squirrel’s Deep Integration with Microsoft Teams & SharePoint:

  • Automatic Detection of Private Channels: Squirrel identifies all private channels and their associated SharePoint site collections—even those hidden from the SharePoint Admin Center.

     

  • Full-Fidelity Archiving: Every file, metadata, and permission setting is preserved, ensuring a complete and compliant archive.

     

  • User-Initiated Restores: End users can click the restore button in the SharePoint UI or click on the stub file directly to restore their data.

Real-World Example:

Imagine an HR private channel used for recruitment, containing sensitive candidate information. With Squirrel, HR can confidently archive and later restore these documents, ensuring data integrity and compliance, even after years of storage.

Squirrel bridges the gap between complex Microsoft Teams structures and the need for seamless, reliable archiving—while still being rooted in SharePoint archiving best practices.

Before & After: Squirrel in Action

To illustrate Squirrel’s capabilities, consider the following example of a Private Teams Channel before and after a Squirrel lifecycle policy archives its contents.

Before Archiving:

The private channel is populated with various files, including presentations, spreadsheets, and documents. All files are actively accessible within the Teams interface, providing seamless collaboration for team members.

Private Teams Channel View

After Archiving with Squirrel:

Once the Squirrel lifecycle policy is applied, eligible files are archived based on predefined criteria. The active file list in the Teams channel reflects this, showing stub files of the files that have been archived.

Private Teams Channel Archived.

Through this process, Squirrel reduces SharePoint storage consumption, maintains compliance, and ensures that files remain retrievable when needed—all while users continue to collaborate without disruption.

Frequently Asked Questions (FAQs)

Can Squirrel archive files from all Teams channels? Yes, Squirrel can archive files from standard, shared, and private Teams channels.

How does Squirrel detect private Teams channels? Squirrel integrates with SharePoint to identify separate site collections tied to private Teams channels. 

Are archived files still accessible to team members? End users can click the restore button in the SharePoint UI or click on the stub file directly to restore their data.

Does Squirrel help with compliance regulations like GDPR? Yes, by ensuring complete archiving and traceable data management, Squirrel supports regulatory compliance.

Can Squirrel reduce SharePoint storage costs? Absolutely. By archiving inactive files, Squirrel helps minimize storage usage and associated costs.

Is Squirrel limited to Teams or does it archive other SharePoint content? Squirrel is a SharePoint archiving solution at its core and can archive any SharePoint-hosted files.

Can Squirrel handle large-scale Teams environments? Yes, Squirrel scales to accommodate complex Teams structures, including large enterprises.

Does Squirrel maintain file permissions during archiving and restoration? Yes, all file permissions and metadata are preserved throughout the process.

What happens if a private channel is deleted? Squirrel retains the archived data, and an Administrator can search and restore files if needed. 

How long does Squirrel retain archived files? Retention policies can be customized based on your organization’s compliance and governance needs.

Archiving SharePoint doesnt have to be Hard.

From archiving to restoring, Squirrel simplifies SharePoint file management.

Archive Request Competed

Squirrel keeps your SharePoint data secure, optimized, and always within reach.

Want to see Squirrel in Action?

SharePoint and Microsoft Information Protection

SharePoint and Microsoft Information Protection

Handling Microsoft Information Protection (MIP) in Archived SharePoint Documents

Managing sensitive information within an organization is no easy task, particularly when it involves archiving documents that are protected by Microsoft Information Protection (MIP). The challenge lies not only in the act of archiving but in ensuring that these documents remain secure, compliant, and accessible when needed. In this article, we’ll explore the intricacies of handling MIP-protected documents in SharePoint, especially when archiving them using Squirrel. Whether you’re new to MIP or an experienced professional, you’ll find valuable insights on how to navigate the complexities of this essential process.

Squirrel Main Dashboard
SharePoint MIP Infographic

Introduction to Microsoft Information Protection (MIP)

Let’s start by getting a clear understanding of what Microsoft Information Protection, or MIP, really is. MIP is a comprehensive suite of tools and services designed to help organizations protect their sensitive data. It works across Microsoft 365 and other environments to ensure that critical information is labeled, encrypted, and governed according to your company’s policies. But why is MIP so important, especially when it comes to archiving? To answer that, we need to delve deeper into how MIP works and the challenges it presents when integrating with archiving solutions like Squirrel.

 

 

What is Microsoft Information Protection (MIP)?

At its core, MIP is all about safeguarding information. It allows organizations to classify, label, and protect data based on its sensitivity. For instance, a document containing personal data might be labeled as “Confidential,” while financial records might receive a “Highly Confidential” label. These labels dictate how the data can be accessed, shared, and stored. More importantly, MIP applies encryption to ensure that sensitive information remains secure, even if it falls into the wrong hands.

This dual function of labeling and encryption is what makes MIP such a powerful tool. However, it also adds a layer of complexity when it comes to archiving. Archiving MIP-protected documents requires careful handling to ensure that the protection remains intact and that the documents can be restored when needed.

 

 

Why is MIP Important for Your Organization?

In today’s digital landscape, data breaches and compliance violations are not just hypothetical risks—they’re very real threats that can have severe consequences. MIP helps mitigate these threats by applying protection at the data level. This means that even if a file is accessed by an unauthorized party, the encryption and labeling applied by MIP can prevent sensitive information from being exposed.

For organizations that handle large volumes of data, MIP is an indispensable tool for maintaining both security and compliance. Whether it’s meeting regulatory requirements like GDPR or protecting intellectual property, MIP ensures that your data remains secure at all times.

Understanding the Challenges of Archiving MIP-Protected Documents

Now that we have a grasp of what MIP is and why it’s important, let’s delve into the specific challenges it presents when archiving documents. Archiving is a crucial part of data management, ensuring that information is stored securely for future reference. However, when documents are protected by MIP, archiving them becomes significantly more complex. This complexity arises primarily from the encryption and labeling that MIP applies to documents.

 

 

The Role of Encryption and Labels in MIP

MIP uses labels to classify data and encryption to protect it. When a document is labeled as “Confidential” or “Highly Confidential,” it isn’t just tagged with a label—it’s also encrypted to prevent unauthorized access. While this is excellent for security, it can pose significant challenges when it’s time to archive these documents.

One of the primary challenges is ensuring that the encryption keys associated with MIP are preserved over time. These keys are crucial for decrypting the data when it needs to be accessed in the future. Without the correct encryption keys, even authorized users won’t be able to access the archived documents. This is why it’s essential to maintain a historical record of MIP encryption keys—ensuring they are stored securely and are accessible when needed.

 

 

Common Issues When Archiving MIP-Protected Documents

One of the most common issues that organizations face during the archiving process is the potential loss of encryption keys over time. MIP keys can be rotated or expire, and if these keys are not properly managed, accessing archived documents can become a major problem. Imagine needing to access a critical document years after it was archived, only to find that the encryption key needed to decrypt it is no longer available. This scenario can lead to data loss, compliance violations, and even legal issues.

Another challenge is the potential for conflicts between the labels applied by MIP and the policies of the archiving system. For instance, an archiving system might have its own set of rules for how documents are stored and accessed. If these rules conflict with the MIP labels, it could result in errors during the archiving process or even lead to the accidental exposure of sensitive information.

 

 

Potential Risks of Inadequate Archiving Practices

Failing to properly archive MIP-protected documents can lead to several significant risks. One of the most serious is the potential for data loss. If encryption keys are not maintained or managed correctly, you might find that certain documents are effectively locked forever, with no way to access the information they contain. This can have severe consequences, especially if the data is needed for compliance, legal proceedings, or business operations.

Inadequate archiving practices can also result in compliance violations. Many regulations require organizations to maintain access to their data for a specified period. If you’re unable to access archived documents because the encryption keys are no longer available, you could be found in violation of these regulations, leading to fines, legal action, or damage to your organization’s reputation.

Lastly, there’s the risk of security breaches. If archived documents are not properly protected—either because the encryption is compromised or because they’re stored in an insecure environment—they could be accessed by unauthorized parties. This not only compromises the security of your data but also undermines the trust that clients, partners, and regulators have in your organization.

How Squirrel Handles MIP-Protected Documents During Archiving

This is where Squirrel comes into play as a robust solution for archiving SharePoint documents, including those protected by MIP. Squirrel is designed to seamlessly integrate with Microsoft 365, ensuring that your documents are archived securely and in compliance with your organization’s policies. But how exactly does Squirrel handle MIP-protected documents? Let’s break it down.

 

 

Squirrel’s Integration with Microsoft 365

Squirrel is fully integrated with Microsoft 365, which means it can directly interact with MIP-protected documents. This integration is crucial because it allows Squirrel to recognize and preserve the MIP labels and encryption applied to documents. When a document is archived, Squirrel ensures that the MIP protection remains intact, making sure that the document is stored securely and that its integrity is preserved.

This seamless integration also means that the archiving process is efficient and does not disrupt your organization’s workflows. Squirrel handles the complexities of archiving MIP-protected documents behind the scenes, allowing you to focus on your core business activities.

 

 

Ensuring Compliance with MIP Policies

Compliance is a major concern when it comes to data protection, and Squirrel is designed with this in mind. By preserving the MIP labels and encryption during the archiving process, Squirrel ensures that your documents remain compliant with regulatory requirements. Whether it’s GDPR, HIPAA, or any other standard, Squirrel helps you meet your obligations without compromising on security.

 

Security Measures for Archived Data

Security is at the heart of Squirrel’s design. When MIP-protected documents are archived, Squirrel not only preserves the encryption but also adds additional layers of security. This includes encryption in transit and at rest, as well as regular security audits to ensure that your data remains safe from unauthorized access.

Managing Encryption Keys and Access to Archived Documents

When it comes to archiving MIP-protected documents, managing encryption keys is arguably the most critical aspect. These keys are the linchpin of MIP’s security model, and without them, accessing your archived documents could become impossible. Therefore, having a robust strategy for encryption key management is not just recommended—it’s essential.

 

 

Best Practices for Encryption Key Management

Effective encryption key management is all about maintaining control over your keys throughout their lifecycle. Here are some best practices to ensure that your encryption keys are managed securely and efficiently:

  • Regular Key Rotation: Regularly rotating encryption keys is a standard practice that helps mitigate the risk of key compromise. However, when dealing with archived documents, it’s crucial to ensure that old keys are retained for as long as the data they protect is needed. This means that even if keys are rotated, previous versions must be securely stored and accessible.
  • Secure Key Storage: Encryption keys should be stored in a highly secure environment. Many organizations use Hardware Security Modules (HSMs) or dedicated key management services (KMS) for this purpose. These tools provide a secure repository for keys, ensuring that they are protected against unauthorized access.
  • Access Control: Only authorized personnel should have access to encryption keys. Implementing strict access controls and regularly auditing access logs can help prevent unauthorized use of keys.
  • Backup and Redundancy: Ensuring that encryption keys are backed up in multiple secure locations is critical. This redundancy helps protect against the loss of keys due to hardware failures, data corruption, or other unforeseen events.
  • Historical Key Retention: Perhaps the most crucial point in the context of archiving is the need to retain historical keys. Since archived documents may need to be accessed years after they’ve been stored, it’s essential that the encryption keys used to protect them are available for the entire retention period. Losing these keys could render the archived documents inaccessible, leading to significant data loss.

By following these best practices, organizations can ensure that their encryption keys are managed effectively, minimizing the risk of losing access to archived MIP-protected documents.

 

 

Challenges in Restoring MIP-Protected Documents

Restoring MIP-protected documents can be a complex process, particularly if the encryption keys have been rotated, expired, or lost. The challenges associated with restoring these documents often stem from the need to maintain the integrity of the original MIP labels and encryption.

One common challenge is ensuring that the restored document retains its original security properties. This includes not just the encryption but also the metadata, such as the MIP labels, version history, and any other associated tags. If these elements are not properly managed during the restoration process, the document could lose its classification, potentially exposing sensitive information or leading to compliance issues.

Another challenge arises when the encryption keys are no longer valid. If the keys have been rotated or retired, and the old keys were not retained, restoring the document might be impossible. This underscores the importance of historical key retention, as mentioned earlier.

Additionally, there is the issue of compatibility. Over time, the software and systems used to encrypt and store documents may evolve. Ensuring that older, archived documents can still be decrypted and accessed using current technology is essential for a smooth restoration process.

 

 

Squirrel’s Approach to Secure Document Restoration

Squirrel is designed to make the restoration of archived documents as secure and seamless as possible. Here’s how it handles the restoration process for MIP-protected documents:

  • Preservation of MIP Labels and Metadata: Squirrel ensures that all MIP labels and associated metadata are preserved during the restoration process. This means that when a document is restored, it retains its classification, version history, and any other important metadata.
  • Squirrel’s Encryption Management: Squirrel applies its own encryption to archived documents when they are stored in Azure Blob Storage. This encryption is independent of MIP and ensures that the documents remain secure while archived. Upon restoration, Squirrel decrypts its own encryption to restore the document to its original state in SharePoint, without interfering with the MIP encryption applied by the customer.
  • Seamless Restoration Process: The restoration process is designed to be seamless for users. Squirrel ensures that the document is returned to its original location in SharePoint with all its associated metadata intact. The process is transparent, so users can continue to work with their documents without disruption.
  • Automated Key Management: While Squirrel manages its own encryption keys, it does not interfere with the customer’s MIP encryption. The customer’s responsibility is to ensure that MIP encryption keys are managed properly so that they can access the documents when needed.

By following this meticulous approach, Squirrel ensures that restoring MIP-protected documents is not only secure but also straightforward, allowing organizations to focus on their core activities without worrying about data access issues.

 

 

Best Practices for Handling MIP-Protected Documents in Squirrel

To fully leverage the capabilities of Squirrel and ensure that MIP-protected documents are handled correctly, it’s important to follow a set of best practices. These practices will help ensure that your archiving and restoration processes are both secure and compliant.

 

 

Long-Term Archiving Strategies for MIP-Protected Documents

When planning for the long-term archiving of MIP-protected documents, there are several strategies that organizations should consider:

  • Data Classification and Labeling: Ensure that all documents are correctly classified and labeled before they are archived. This will help streamline the archiving process and ensure that each document is handled according to its sensitivity level.
  • Regular Policy Reviews: Archiving policies should be reviewed regularly to ensure they remain aligned with organizational goals and regulatory requirements. This includes reviewing how MIP labels and encryption are applied and managed.
  • Retention of Historical Encryption Keys: As emphasized earlier, it’s crucial to retain historical encryption keys for as long as the documents they protect are archived. Ensure that these keys are securely stored and accessible when needed.
  • Documentation of Archiving Processes: Document your archiving processes, including how MIP-protected documents are handled. This documentation will be invaluable in the event of an audit or if key personnel changes occur within your organization.

Regular Reviews and Policy Updates

Keeping your archiving and encryption policies up to date is essential for ensuring ongoing compliance and security. Here’s how to approach this:

  • Quarterly Audits: Conduct quarterly audits of your archiving processes to ensure they are functioning as expected. These audits should include checks on encryption key management, document labeling, and the integrity of archived documents.
  • Policy Revisions: Update your policies regularly to reflect changes in technology, regulations, or organizational needs. For example, if your organization adopts a new version of SharePoint or a new encryption standard, your archiving policies should be revised accordingly.
  • Training and Awareness: Ensure that your IT and compliance teams are trained on the latest policies and best practices for handling MIP-protected documents. Regular training sessions can help prevent errors and ensure that everyone involved in the archiving process understands their responsibilities.
  • Feedback Loop: Establish a feedback loop where team members can report issues or suggest improvements to the archiving process. This will help you continually refine your strategies and ensure that they remain effective.

Ensuring Compliance Over Time

Maintaining compliance over time requires a proactive approach. Here are some strategies to help:

  • Automated Compliance Checks: Use automated tools to regularly check that your archived documents meet compliance requirements. These tools can scan for issues like expired encryption keys, missing MIP labels, or improperly stored documents.
  • Regular Communication with Stakeholders: Keep stakeholders informed about the status of your archiving processes and any changes to compliance requirements. Regular communication ensures that everyone is on the same page and that potential issues are addressed promptly.
  • Disaster Recovery Planning: Include archived MIP-protected documents in your disaster recovery plans. This ensures that in the event of a system failure or other disaster, your critical data can be recovered quickly and securely.
  • Continuous Improvement: Make continuous improvement a core part of your archiving strategy. Regularly review your processes, tools, and technologies to ensure they remain effective in protecting and managing MIP-protected documents.


Additional Best Practices for Handling MIP-Protected Documents in Squirrel

Handling MIP-protected documents effectively requires a combination of careful planning, ongoing management, and adherence to best practices. Beyond the basics, there are several additional strategies that can help ensure your archiving processes are both secure and efficient.

 

 

Integrating Archiving with Data Lifecycle Management

One of the key ways to manage MIP-protected documents is to integrate archiving into your broader data lifecycle management strategy. Here’s how:

  • Data Lifecycle Policies: Establish clear policies that define the lifecycle of your data, from creation to archival and eventual deletion. Ensure that these policies align with your MIP classifications and the corresponding protection levels.
  • Automated Archiving Triggers: Use automated triggers within Squirrel to archive documents based on specific criteria, such as age, inactivity, or MIP classification. This not only helps in managing storage but also ensures that sensitive documents are archived in a timely manner.
  • Retention Policies: Align your archiving processes with your organization’s retention policies. For example, documents labeled as “Highly Confidential” may require longer retention periods and stricter access controls during archiving and after restoration.

Ensuring Accessibility of Archived Documents

While security is paramount, accessibility is equally important, especially when dealing with archived documents that might be needed years after they were stored. Here are some strategies to ensure accessibility:

  • Metadata Preservation: Ensure that all relevant metadata, including MIP labels, version history, and access permissions, are preserved when archiving and restoring documents. This metadata is critical for understanding the context and classification of the document.
  • User Training and Documentation: Provide training to users on how to access archived documents, particularly those protected by MIP. Make sure there is clear documentation available that outlines the process for restoring and accessing these documents.
  • Search and Retrieval Tools: Leverage Squirrel’s advanced search capabilities to make it easier for users to locate and retrieve archived documents. Ensure that search tools are optimized for handling MIP-protected documents, including filtering by classification or other metadata.

Regular Testing and Validation

To ensure that your archiving processes are working as intended, it’s crucial to regularly test and validate your systems:

  • Scheduled Restore Tests: Conduct regular tests to restore MIP-protected documents from the archive. This helps verify that encryption keys are properly managed, and that the restoration process preserves all necessary security and compliance features.
  • Compliance Audits: Perform periodic compliance audits to ensure that your archiving and restoration processes meet all relevant regulatory requirements. These audits should include checks on encryption, access controls, and data retention policies.
  • Backup Verification: Regularly verify that backups of your archived documents are intact and accessible. This includes ensuring that the encryption keys needed to access these backups are also securely stored and accessible.

Responding to Regulatory Changes

Regulatory requirements for data protection and archiving can change over time. Staying informed and adapting your processes to meet these changes is critical:

  • Stay Informed: Keep up to date with changes in regulations that impact data protection and archiving, such as GDPR, HIPAA, or industry-specific guidelines. Understanding these changes will allow you to adjust your policies and procedures accordingly.
  • Policy Updates: When regulations change, update your archiving and encryption policies to ensure continued compliance. This might involve revising how MIP labels are applied or altering retention periods for certain types of documents.
  • Engage with Legal and Compliance Teams: Work closely with your organization’s legal and compliance teams to interpret regulatory changes and determine the best course of action for your archiving strategy.

Conclusion

Managing Microsoft Information Protection (MIP) in the context of archiving SharePoint documents is a complex but essential task. With the increasing importance of data protection and regulatory compliance, organizations must ensure that their archiving processes are not only secure but also capable of preserving access to critical information over time.

Squirrel provides a powerful solution for managing these challenges, with robust features designed to handle MIP-protected documents securely. However, it’s crucial for organizations to complement these tools with strong encryption key management, regular policy reviews, and ongoing compliance efforts.

By following the best practices outlined in this article, you can ensure that your organization’s archived documents remain protected, accessible, and compliant with all relevant regulations. In doing so, you’ll safeguard your organization’s most valuable assets while minimizing the risks associated with data archiving.

 

 

FAQs

    • How Does Squirrel Ensure MIP Compliance?
      Squirrel ensures MIP compliance by preserving the MIP labels and metadata associated with documents during the archiving process. It integrates seamlessly with Microsoft 365, maintaining the protection levels set by MIP and ensuring that archived documents remain secure and compliant.
    • Can Archived MIP-Protected Documents Be Accessed Easily?
      Yes, archived MIP-protected documents can be accessed easily if the proper encryption keys are maintained. Squirrel provides tools to restore these documents while preserving their original security properties, making them accessible to authorized users.
    • What Happens if Encryption Keys Are Lost?
      If encryption keys are lost, accessing the encrypted documents can become impossible. This underscores the importance of retaining historical encryption keys for the entire duration that documents are archived. Without these keys, the data may be irretrievable.
    • Is Squirrel Suitable for Large Organizations?
      Absolutely. Squirrel is designed to scale, making it suitable for large organizations with complex data protection needs. It supports advanced features like automated archiving, secure restoration, and compliance auditing, all of which are essential for managing large volumes of data.
    • How Often Should We Review Our Archiving Policies?
      It’s recommended to review archiving policies at least quarterly, or whenever there are significant changes in regulations, technology, or organizational needs. Regular reviews help ensure that your policies remain effective and aligned with current best practices.

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How to Change SharePoint Document Versioning

How to Change SharePoint Document Versioning

Change SharePoint Default Versioning

For SharePoint Online administrators managing large environments, keeping track of storage usage is crucial to maintaining performance and controlling costs. One key factor contributing to storage consumption is document versioning. By default, SharePoint Online keeps up to 500 major versions of each document, and with frequent updates, this can quickly add up.

 

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In this guide, we will explain why it’s essential to limit document versioning across your entire SharePoint Online environment and provide a step-by-step walkthrough on how to apply these limits using SharePoint Online Management Shell or PowerShell. This will help you ensure optimal performance and reduce storage costs across all your sites.

Why Limit Document Versioning Across the Entire Environment?

As a SharePoint Administrator, managing document versioning across the entire environment provides several benefits:

Reducing Storage Costs

  • Storage Allocation: SharePoint Online comes with limited storage based on your Microsoft 365 subscription. Versions of documents count towards your storage quota, so limiting them can help avoid additional storage purchases.
  • Cost Efficiency: By controlling the number of versions stored, you reduce the need for extra storage, keeping costs manageable.

Consistent Governance

  • Version Limits Across Sites: Applying a standard versioning limit across all sites ensures a consistent governance approach to data management.
  • Compliance: Certain regulations and organizational policies may require limiting the number of versions stored to comply with retention policies.

Simplifying Document Management

  • Fewer Versions to Manage: Limiting versions makes document management easier for users and admins, ensuring that only relevant changes are kept.
  • Performance Improvement: Fewer versions per document reduce the load on document libraries, improving performance and retrieval speeds.

Default Versioning Settings in SharePoint Online

By default, SharePoint Online automatically enables versioning in every document library, with the system set to retain up to 500 major versions of each document. Each time a document is edited and saved, SharePoint creates a new major version, and these versions are stored indefinitely unless a limit is manually set.

While this can be extremely helpful for tracking changes, restoring older versions, and collaborating on documents, it can also lead to rapid storage consumption, especially in environments with many active users, frequent edits, or large file sizes. In organizations with hundreds or thousands of users, the storage of 500 versions per document across multiple sites and libraries can quickly add up, causing storage to balloon unexpectedly.

Without intervention, this default setting can exhaust your SharePoint Online storage allocation, forcing organizations to purchase additional storage from Microsoft at a premium. For businesses focused on cost-efficiency, managing versioning settings is a critical task to ensure that storage usage remains under control while still maintaining an appropriate version history for documents.

How to Limit Versioning for All Sites in SharePoint Online

As an admin, you can set versioning limits across your SharePoint Online tenant using PowerShell. This will apply the changes globally to all existing document libraries, ensuring consistency and helping reduce storage costs.

Prerequisites

  • Permissions: You must be a SharePoint Online Admin or Global Admin to make changes across your environment.
  • Tools Needed: You’ll need to have SharePoint Online Management Shell or PowerShell installed.

Step-by-Step Guide to reduce SharePoint Online Document Versions

Step 1: Install and Connect to SharePoint Online PowerShell

  1. Open PowerShell on your machine.
  2. Install the SharePoint Online Management Shell (if you haven’t already):
    powershell

    Install-Module -Name Microsoft.Online.SharePoint.PowerShell

     

  3. Connect to SharePoint Online:
    powershell

    Connect-SPOService -Url https://<your-domain>-admin.sharepoint.com

     

    Replace <your-domain> with your actual domain.

Step 2: Get All Sites in Your Tenant

To make changes across all document libraries in SharePoint Online, first retrieve a list of all site collections in your tenant:

$sites = Get-SPOSite -Limit All

 

Step 3: Iterate Through Each Site and Set Versioning Limits

You can loop through each site and set versioning limits for each document library. In this example, we’ll limit the number of major versions to 10 across all document libraries.

foreach ($site in $sites) {

# Get all document libraries in the site

$libraries = Get-PnPList -Web $site.Url | Where-Object {$_.BaseTemplate -eq 101}

foreach ($library in $libraries) {

# Set the version limit to 10 major versions

Set-PnPList -Identity $library -MajorVersions 10

Write-Host “Versioning set to 10 for library $($library.Title) in site $($site.Url)”

}

}

 

  • Explanation: The script loops through each site, retrieves the document libraries, and sets the number of major versions to 10.
  • 101: This refers to document libraries specifically.

Step 4: Run the Script

Once your script is ready, run it in PowerShell. The script will apply the new versioning settings to all document libraries across your SharePoint Online environment.

Step 5: Verify the Changes

You can verify that the versioning settings were applied by visiting any document library and checking the versioning settings:

  1. Go to any site collection in SharePoint.
  2. Navigate to Site Contents > Library Settings > Versioning Settings.
  3. Ensure that the version limit is set to 10.

Alternative Solution:

 

Use Squirrel for Archiving Documents and Versions

 

Another alternative for managing document versions across a SharePoint Online environment is to use Squirrel, a document archiving solution that moves documents (along with their versions) to more cost-effective Azure Blob Storage. Squirrel retains the full version history and metadata without consuming SharePoint storage, reducing both costs and complexity.

 

With Squirrel, you don’t need to worry about storage limitations in SharePoint Online. The system allows users to rehydrate files on demand, making document restoration easy while keeping all versions intact. This provides a scalable solution for organizations with extensive document histories that need to maintain large archives efficiently.

 


 

Conclusion

 

For SharePoint Online administrators, managing versioning limits across the entire environment is critical to controlling storage costs, improving performance, and ensuring governance consistency. By using SharePoint Online Management Shell or PowerShell, you can efficiently apply versioning limits to all sites and document libraries.

 

Alternatively, solutions like Squirrel can help you archive documents and their versions outside of SharePoint, providing cost-effective, long-term storage while keeping all version histories intact.

 


 

Additional Resources

 

 

Reducing SharePoint Storage Costs Doesnt Have to be Hard

Reducing SharePoint storage costs is easy with Squirrel, which seamlessly archives documents and versions to cost-effective Azure storage.

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