Learn about the Microsoft Purview Compliance Manager premium assessments trial

Compliance Manager helps you automatically assess and manage compliance across your multicloud environment. The assessments you build are based on templates that correspond to governmental regulations and industry standards around the world.

Your licensing agreement to use Compliance Manager may include one or more built-in regulatory templates for building assessments. An extensive library of premium regulations is also available for building assessments specific to your organization’s needs. To try out these regulatory templates before purchasing licenses, sign up for the free Compliance Manager premium assessments trial.

Tip

If you're not an E5 customer, use the 90-day Microsoft Purview solutions trial to explore how additional Purview capabilities can help your organization manage data security and compliance needs. Start now at the Microsoft Purview compliance portal trials hub. Learn details about signing up and trial terms.

Trial setup instructions

Depending on the portal you're using, navigate to one of the following locations.

Microsoft Purview portal

• Sign in to the Microsoft Purview portal.
• On the home page, go to the Trials and recommendations section and select View all trials and recommendations.
• In the Purview and Priva trials section, find the Compliance assessments card and select Try now.

Classic Microsoft Purview compliance portal

Visit the Microsoft 365 trials hub to sign up for the trial. You can also follow the steps below:

1. In the classic Microsoft Purview compliance portal, select Trials on the left navigation to get to the Microsoft 365 trials hub.

2. Under Purview and Priva trials, find the Compliance assessments card and select Try now.

This premium assessment trial is available to organizations using Compliance Manager under a commercial license. For GCC and DOD information and trial options, see Learn about regulations in Compliance Manager.

Full access to Compliance Manager features depends on your licensing agreement for Compliance Manager. To learn more about the free compliance trial that includes Compliance Manager, see Learn about the Microsoft Purview risk and compliance solutions trial.

Note

Check your Microsoft 365 admin center settings to facilitate enrollment in the trial. In the Microsoft 365 admin center, go to the Settings > Org settings > Services page, and select User owned apps and services. Then check the box to let users start trials on behalf of your organization. When setup finishes in about two minutes, you can go back and uncheck the box to disable this setting. You can also start the trial without adjusting your org settings by going to the Billing > Purchase services page and searching for the Compliance Manager premium assessment trial.

Trial user guide

Use our trial user guide to help you get started.

Regulations available to use during the trial

When you start your one-time trial for premium assessments, you can use 25 premium regulatory templates of your choice for free for 90 days. You can create as many assessments from the 25 regulations as you wish. View the full list of Compliance Manager regulations.

After starting your trial, go to your Assessments tab in Compliance Manager and view the Purchased regulation licenses used counter to see how many regulations are available and are in use. This counter shows your 25 licensed regulatory templates. As you create assessments for these regulations, your activated number updates. Multiple assessments based on the same regulation count as one regulatory template use. For more information, see Learn about regulations in Compliance Manager.

Roles for starting the trial

A user with one of the roles listed below can start or end a trial:

• Billing Administrator
• Compliance Administrator
• Compliance Data Administrator
• Global Administrator

Important

Microsoft recommends that you use roles with the fewest permissions. Minimizing the number of users with the Global Administrator role helps improve security for your organization. Learn more about Microsoft Purview roles and permissions.

Get more details about roles for starting trials.

During your trial

Throughout your trial, you can review the Trial summary section of the Overview page in Compliance Manager to see how many assessments you created, the number of improvement actions taken, how your compliance score has changed, and how much time remains in your trial. From here, you can also review the list of available regulations and learn more about purchasing them for ongoing use.

After the trial

After your trial ends, the regulatory templates you used won't receive automatic updates and might fall out of date with any regulatory changes. We recommend that you delete assessments built from regulatory templates that you don’t intend to purchase.

Ending the trial

Admins can disable the trial anytime by selecting End trial on the Compliance assessments trial card on the Microsoft Purview trials and recommendations page in the Microsoft Purview portal.

Learn more and explore other trials

To learn more about the features of Compliance Manager and how it can help your organization meet compliance and regulatory requirements, see Microsoft Purview Compliance Manager.

You can also learn about other Microsoft Purview solutions and how to start trials at Learn about the Microsoft Purview risk and compliance solutions trial.

Terms and conditions

See the terms and conditions for Microsoft 365 trials.