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Questions tagged [retention]

Retention, to ensure that work-in-progress content is not kept for an unnecessarily long time.

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Retention label policy limits in Microsoft 365

I've read and re-read the limits and cannot get my head around some of the details. The documentation states: there are also some limits on the maximum number of policies for retention per workload: ...
Tiago Duarte's user avatar
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Apply retention label to folder in SharePoint Online

I have a SharePoint Online site with different document libraries. Then I've created different retention labels. Each document library should have only 1 label applicable to that library. The user ...
Heste's user avatar
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New custom retention formula in Sharepoint Online

How to create custom retention formula in SharePoint Online? There are lot of guides how to do it in on-prem environments, but none for online.. Is this a disabled legacy feature that I am seeing?
Kristaps Vilerts's user avatar
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Why i am getting a field named "Apply Label" to my new site's lists

I have created a new site inside our new customer tenant >> then i added a new custom list inside the custom site >> but i got this field inside the list's create and edit form :- with ...
microsoftdeveloperdesigner's user avatar
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2 answers
170 views

Retention policy on site level

Retention policies are disabled on tenant level at the moment. As end user I also have no option to access the admin center. How is it possible to create a retention policy or option on site level by ...
Der_Fab's user avatar
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why i am getting "Apply Label" field inside my new lists

I create a new custom list inside our SharePoint online site collection, and i noted that i am getting a field named "Apply label", as follow:- and inside the list setting i got this :- I ...
microsoftdeveloperdesigner's user avatar
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Is there a way to set any document as readonly incase there is not activitity (Modification) for more than 6 months

We have around 28 sites which contain around 2,000,000 documents. now we want to apply a policy is that if a document is not been modified for 6 months to set the document as read-only. so what are ...
John John's user avatar
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1 answer
276 views

Set an expiry date to self-destruct downloaded M365 documents

Is it possible to set an expiration date on M365 documents downloaded from a SharePoint library? Essentially, I'd like to ensure that our sales and marketing teams are always sharing updated content ...
Grokante's user avatar
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163 views

Filter Array inside for each not getting results

So obviously I am lacking all skills to build or even search for the solution to my issue. I hope there's someone here who can help me. I need to remove the retention label on a couple of files in a ...
joostvdlinden's user avatar
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1 answer
585 views

Hiding Apply label retention column in SharePoint list

I have created a retention policy label that applies to one of our SharePoint site collections. And every time the users want to make a new item in a list, the column appears in the new form. I have ...
Harris's user avatar
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1 answer
237 views

Retention Policy base on selection

I need to create a SharePoint online retention policy on the document library to keep documents forever. To do this, I am using the Office365 compliance center. The condition is based on a choice ...
Harris's user avatar
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SharePoint Retention Policies List

I am currently using SP 2010. I have get the list of retention policies enabled sites and Document library / List in my site collection along with my retention period. Can someone help me with a ...
Merin Diya's user avatar
1 vote
1 answer
312 views

Automatic inclusion of newly created SharePoint site in existing retention policy

Is there any way to include newly created SharePoint site in an existing retention policy created in security and compliance? or once in a month all newly created sites to be added in a current ...
Narinder Chauhan's user avatar
4 votes
2 answers
1k views

Retention Policy O365 group

There is a major bug in retention policy. My organization has a retention policy applied on O365 groups, so the sharepoint sites associated with the O365 group also fall under the retention policy. ...
apurva mishra's user avatar
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2 answers
420 views

Retention Policies for OneDrive and SharePoint Onlie - Licensing Requirements

We have a tenant with the Microsoft 365 Business Premium subscription. Having this license, are we allowed to setup the retention policies for SharePoint Online? When I go to the Compliance Center >...
Denis Molodtsov's user avatar
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1 answer
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How to see how long a document has until disposition?

I'm new to the Sharepoint Records Management space (e5 licence). I'm using a test environment to play around and figure out how things work and what they'll look like for my team. I've made some ...
Jess Taylor's user avatar
1 vote
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Does anyone agree that there is ambiguity in the term 'automated' wrt retention labels and the relationship to E3/E5 licencing

As I understand it, a user can manually apply a retention label to a piece of content in SPO within an E3 licence, but an E5 licence is required if the retention label was applied automatically. But ...
TimHaydnJones's user avatar
1 vote
2 answers
61 views

What are the options available for the archival of the data of Document Library in SharePoint Online?

We have a couple of document libraries in which there is a large amount of data. i.e., one of the document libraries has 1,99,936 items in it. We are looking for the best archival option so that the ...
Dhruvil Prajapati's user avatar
1 vote
0 answers
201 views

How do I get my retention policy to work and can I test it the same day?

I set a retention policy on a list. The retention policy is supposed to trigger a workflow the day after an item has been created. I waited a day for it to work and t did not. Today I try to test to ...
Yvette's user avatar
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3 answers
1k views

Information Governance Retention Policy Orphan Lock

We setup a Retention Policy on all sites under the Information Governance section of the M365 Compliance center. It locked all sites from deletion and won't let users delete folders with files in them....
Michael Colbs's user avatar
1 vote
1 answer
71 views

Where are Documents Stored When Using Information Governance Retention

We've had several cases of users deleting files and support unable to restore them. So, to avoid losing sensitive data, we've setup a retention policy in the M365 Compliance center. There aren't many ...
Michael Colbs's user avatar
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1 answer
537 views

How to verify retention labels at site level?

In our SharePoint Online, we have n number of sites where retention labels are being assigned for the contents. Though, we are not sure if we have labeled everything and would like to verify what has ...
Jag's user avatar
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1 answer
219 views

Enable Retention option is missing in SharePoint 2013 List - Information Management Policy Settings (Content type - Item)

Enable Retention Option is missing in SharePoint 2013 List Information Management Policy Settings (Content type - Item), In my dev site the option is there (dev site is restored from a site ...
Prasad De Silva's user avatar
2 votes
1 answer
4k views

The label that's applied to this item prevents it from being moved or renamed. Check the item's label for more details

Hi all I have written a WF which copy a document from one library to another but now copy action is not working as destination library labeling have been done Is there any way to replace the new ...
kumar's user avatar
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1 vote
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Tenant level mapping to crawled property

I have mapped a crawled property ows_DocumentType to RefinableString00 in the SPO Admin console, and I can confirm that all my Site Collections see this mapping. How do I create the columns on these ...
James's user avatar
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1 answer
334 views

Usage and health service application data retention

As per MS documentation "https://docs.microsoft.com/en-us/sharepoint/administration/view-usage-reports", there are two types of data collected by the service and available to users in form ...
EL Patron's user avatar
  • 107
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1 answer
66 views

Indefinite retention in Office 365

My Director has come to me very late in a 365 deployment to ask to retain all data indefinitely. I have rejected this partially on GDPR grounds. Although we can set retention for GDPR data ...
user3271150's user avatar
0 votes
1 answer
480 views

Retention Policy for sub-sites

Is there a way to apply retention policies to sub-sites in SharePoint Online? Something with PowerShell PnP where we list the sub-site URL and policy target in Excel? We have looked at site ...
Sol Web Solutions's user avatar
1 vote
2 answers
578 views

Breaking up a big list to avoid limit view threshold on Sharepoint Online

I am finding workarounds to this limit view threshold issue in Sharepoint Online. I already read the recommended steps by Microsoft (Managing a Large List and Library in Sharepoint) and saw that the ...
Totoy Alipunga's user avatar
1 vote
1 answer
53 views

SharePoint Online Retention labels

Is there any way to move files when the retention labels in the compliance center are triggered. We would like to move all files older than x month to an archive site.
Thomas Segato's user avatar
3 votes
1 answer
661 views

How to set Retention label to SharePoint Document using CSOM?

I am trying to set the retention label (i.e. Office 365 admin under Security & Compliance center) to a file in a SharePoint Online Document Library using CSOM. I can set the Retention Label using ...
Rushil Shah's user avatar
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1 answer
59 views

Declare as Record not happening after undeclaring the document manually and set the Retention Date value again through Workflow

I have created the retention policy through the "Information Management Policy Settings" in the "Library Settings". The policy details below: Event: "Custom Date + 0 days" Action: "Declare Record" ...
Xavi's user avatar
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1 answer
23 views

Not able to see the Label against which Auto Policy has been created

I have followed below steps in order to create label and policy. Create a new Retention labels Publish Policy with "Auto-apply a label" Now when I go back and see the published policy don't see ...
Ravi Khambhati's user avatar
2 votes
1 answer
2k views

Update retention label and sensitivity label using CSOM

I'm trying to update the retention label and sensitivity label of a file in a SharePoint Online Document Library using CSOM. I can update the Retention Label using the SetComplianceTag method and it ...
Patrick's user avatar
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2 answers
412 views

Inactive site collections

I am looking into archiving site collections based on use and the web property LastItemUserModifiedDate seems to be perfect. However it seems like the property is not available in search and iterating ...
Kasper Bo Larsen's user avatar
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2 answers
1k 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. ...
Chris N's user avatar
0 votes
1 answer
79 views

Move SharePoint items between Document Set libraries based on two columns

We have a Document Set library, which holds our invoices. The library is getting very large (~70 000 items, currently. 32 000 different invoices.). The search in this library is getting rather slow, ...
KGlasier's user avatar
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1 answer
192 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 ...
Saz Mifsud's user avatar
0 votes
1 answer
1k views

Turn off retention and version control per file type

Our users tend to put pst files on their OneDrive. This alone is not a big problem, but we have retention policy and version control on. Meaning, that whenever Outlook touches the pst file and adds a ...
vilmarci's user avatar
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1 vote
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228 views

In place hold in O365, not clear how preservation hold library works

I started a job in an org that implemented the in hold retention policy across the board (all elements in O365). This caused the automatic creation in every SharePoint site collection (including the ...
susan's user avatar
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0 votes
2 answers
72 views

How to setup document archival for documents in SharePoint 2010?

I am working with SharePoint on prem 2010. I have to propose a non-coding solution for one a retention/document archival job. Basically once a document is uploaded, after three years (we can calculate ...
mdevm's user avatar
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3 votes
1 answer
4k views

Retention Policy on SharePoint Online List

I have created a new connection in Records Management from Admin center. For a list, I have set the Retention Policy on Item Content type from Information management policy settings in List settings. ...
Divya Sharma's user avatar
  • 1,461
1 vote
0 answers
22 views

SharePoint Archiving

I am trying to set up an archiving system by using retention policies, to avoid facing the 5K limit in document libraries. My question is: 1. will a drop off library every face the 5K limit, 2. and ...
Saz Mifsud's user avatar
2 votes
1 answer
776 views

SharePoint Retention Policy for Archiving

Can you set a retention policy to move a whole custom content type (based on document set, with documents inside) to different drop off locations and leaving a shortcut behind? Also, will a drop off ...
Saz Mifsud's user avatar
0 votes
1 answer
41 views

Provision list with information management policy (retention policy) via sandbox

Sharepoint 2013, on-premise, we provision a document library declaratively using a sandbox solution. How can we - in the declaration - add a simple retention policy (Information Management Policy ...
Juergen Riemer's user avatar
1 vote
0 answers
153 views

SharePoint Retention Policy Workflow Association breaking in libraries

I'm implementing the following solution in SharePoint 2016 (on-prem). Document based Content Type called "Contract" (for argument's sake) The Contract Content Type contains a few date based columns ...
j.strugnell's user avatar
0 votes
1 answer
59 views

Running retention policy against folders

I have retention enabled for folders. It is set to run a workflow on any folder after it is a day old. and to run it once a day. However it doesn't appear to be working. I have both the "Information ...
Lenny Franklin's user avatar
2 votes
2 answers
2k views

Multiple Information Management Policies on Content Type - but just at Site-Level

I am working with SharePoint 2016 On Prem. My goal is to add an Information Management Policy to a document library at the site level that deletes all files older than 30 days. When I create the ...
Taterhead's user avatar
  • 624
1 vote
1 answer
323 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 ...
Krista Scerri's user avatar
0 votes
1 answer
614 views

SharePoint Documents after employee leaves

We currently have a SharePoint 2013 farm, with an Active Directory User Profile sync, where we store public documents by department, in their own site collections by department, as well as personal ...
Phil Lineburg's user avatar