Questions tagged [information-policy]

Information policy is the set of all public laws, regulations and policies that encourage, discourage, or regulate the creation, use, storage, access, and communication and dissemination of information. It thus encompasses any other decision-making practice with society-wide constitutive efforts that involve the flow of information and how it is processed.

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92 views

Information Management Policy not triggering to run workflow - Sharepoint 2016

I'm trying to get a Workflow to run, triggered by an information policy and its simply not working. I've set up minimal test cases and they aren't working either. Here's what I've tried/tested so far. ...
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1answer
29 views

Add {_UIVersionString} into information management policy setting via powershell

is it possible to set the label {_UIVersionString} into information management policy setting via powershell Thanks! Viktor
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1answer
64 views

Workflow that is started by the information management policy is not starting

I have a rule on a document library, set on Document and Excel types, to run a workflow. The workflow is meant to move the item to Drop Off and then process it from there. The workflow however is ...
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1answer
16 views

Content Type Policy Statement not appearing

I've created a content type and am trying to configure Policy Statement under Information Management Policy Settings. You are meant to enter the policy statement in a multi-line text box. The ...
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1answer
169 views

Sharepoint Online IRM to particular file/folder

I have a requirement to apply Microsoft Information Rights Management (IRM) to a particular file or a folder inside a document library. Different folders should have different policies applied as ...
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1answer
118 views

SharePoint Retention - Expiration Date not calculating for some items

I have a retention policy set for a content type. The retention is based on the modified date + 3 years, if the condition is met a custom workflow starts. The recurrence is set to every 7 days. The ...
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1answer
249 views

Edit in Browser Option Missing on SharePoint Online documents after Information rights management

I have configured Information Rights Management on SharePoint Online Document library, After the configuration of IRM the word documents can not be edited on the browser, Question Does information ...
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1answer
568 views

“Allow Group Protection” Information Rights Management

In the IRM policy settings in a document library in SharePoint Online there is an option to "Allow Group Protection". From what I know of the IRM settings they apply to all document within a document ...
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1answer
111 views

Enable Content Type Auditing with PowerShell

In the browser, you can go into a Site Content Type's Information Management Policy Settings and decide to audit specific things about this content type. How can this be configured using the ...
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1answer
753 views

SharePoint Online Information Management Policies

I have some questions regarding Information Management Policies in a SharePoint Online environment. I have taken the required steps to set a retention policy a library. I turned on the Content ...
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0answers
250 views

Content Type Policy Templates - create programmatically

Is there a way to create Content Type Policy Templates through CSOM in SharePoint Online? I don't mean applying a policy, but rather just creating the template for the policy, which can later be used ...
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4answers
13k views

Workflow 'was cancelled by system account'

I am trying to make a simple 2010 workflow in SP Designer, I am using SP 2013. The workflow is made at the List Level: [Email MyUserGroup]. Manual start is enabled. I can successfully trigger the ...
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1answer
115 views

Find user/item listed in DLP Report

I've started doing some testing with our Office 365 Tenant and the DLP policies. I have a couple (PII and Credit Card) running in test mode and when I look at the policy matches report, the Item and ...
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1answer
321 views

Add Retention Policy to folder when folder is created

I have a SharePoint library with the following folder structure pr. Customer: Customer 1, subfolder1=Products, subfolder2=Tests, subfolder3= Trades Customer, 2 subfolder1=Products, ...
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1answer
298 views

SharePoint Information Management Policy settings

This is about SharePoint 2013 on premises environment. The requirement is to send annual reminder to approvers to review the documents in a library. I set up the information management policy to ...
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1answer
149 views

Find Sites with Retention Policies?

Is there a way, maybe through PowerShell or something to find all of the SharePoint sites that have a retention policy applied to document libraries? Bismarck
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0answers
281 views

Display SharePoint version in word documents for Content types

I have a requirement to show the version number in the word document in SharePoint 2013. For which I enable the Label in "Information Management Policy Setting" by following this URL http://www....
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1answer
577 views

SharePoint Retention - Expiration date not re-calculating when item is updated

i've been breaking my head for days about this issue: Imagine a custom retention formula that calculates an expiration date. The formula calculates the expiration date based on the creation date and ...
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2answers
48 views

how can i achieve a ootb mail sending functionality x days before a column value

I have a date field column called review date. I want to send a email to document owner 30 days before the review date so that the doc owner publishes the document by then. How can I achieve this ...
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1answer
30 views

Making documents as Records and Approach for its Management

I am having a requirement to make the documents/items in my doc lib,lists as records after 8 months is reached[from the date of document creation] in my publishing site collection. But the issue is, I ...
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4answers
1k views

Powershell/task scheduler OR timer job(Farm solution) OR workflow/retention policy . when i want to implement a background jobs

I am working on a SharePoint 2013 site collection. And I have an Issue Tracking list, where I want to perform these actions on it once a day (at 12:05 AM):- Check if a column named "Review Date" of ...
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1answer
3k views

Make documents read only

On a SharePoint 2013 on-prem solution we are using team sites for collaboration. When no more work is required on the document, we have a requirement to "lock" the documents so they become read only ...
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3answers
425 views

ProjectPolicy.SavePolicy() : server side giving error : The collection cannot be modified

Trying to modify ProjectPolicy Properties server side is giving me an error : List<ProjectPolicy> availPolicies = ProjectPolicy.GetProjectPolicies(web); ProjectPolicy policy = availPolicies....
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1answer
2k views

Retention policy on library is not running

Within one library in SharePoint Online I have added a retention stage after changing the source to library and folder. I am trying to move/copy a document to another location if it is 20 days old. ...
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1answer
31 views

Where am I archiving my documents too?

I set up a retention policy for a document library, so that 30 days after a document is uploaded or created it moves it to a storage folder. My question is, where is this storage folder?
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1answer
199 views

expiration policy : Site deletion :Change mail message in email notification

I have site policy which close and delete site automatically after 1 year from date of creation if not extended. It will also send an email notification to owner 3 months before site deletion . I ...
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1answer
440 views

How to manage site quotas

What's the best approach / process to advise users of when discussing how to keep their document libraries and sites within their site quotas? (OnPrem instance)
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0answers
1k views

Folder based retention policy

I have a SP2013 document library in which I need to set up different policies based on date to where a document would be deleted. I found an OOTB solution but can only use that policy on one folder. ...
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0answers
81 views

Make users accept a policy before they can use the solution - SharePoint - REST

First time a user logon to the system they should get a "policy" that they should accept. Without the accept on the policy they cannot use the solution! I've created a custom user property on every ...
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1answer
2k views

Retention Policy on SharePoint 2010 as “Move to another Place”

I have to apply Retention Policy to all Documents and list contents. The condition for the policy is that documents and list data older than 3 years move to another location. This location should be ...
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1answer
558 views

What label references are available in the Information management policy settings for s Word document library?

This is for SharePoint 2010. I know how to use the "Information management policy settings" for a document library to "Enable labels." And I know how I can then, for instance, specify {Version} as a ...
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0answers
1k views

Information Management Policy Settings Link is Missing in Sharepoint 2013

I can't find the Information Management Policy Settings anywhere. I've found a few posts that tell me to first go to Site Collection Features and activate the Library and Folder Based Retention ...
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0answers
362 views

How to create a Custom Expiration Action with input parameters

I'm currently creating custom expiration formulas and actions, using the IExpirationFormula and IExpirationAction interfaces, in Sharepoint 2010. I add the custom action to the ...
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0answers
248 views

Site Policy/Closure Issue

I’ve run into a site policy issue that I wondered if anyone could help validate, or have a solution for. In this scenario we’ve tried local site policies, as well as policies published via a content ...
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1answer
323 views

What is the minimum permission level needed to manage the retention schedule of a folder?

Say I have a record library that has already been set up to have a retention source of "Library and Folders". Someone adds a folder. They use the context menu to view compliance details. In the ...