Questions tagged [retention]

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

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Site retention policy

If you have a team site with a site retention policy, owners of the 365 group will get notified if no activity. A publishing site is using native SPO permissions will it then be owners in the ...
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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 >...
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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 ...
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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 ...
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SharePoint 2019 Retention policy no longer working after migrating from SharePoint 2013

I have a ContentType retention policy on my list. It has 2 fases. First fase declares a record. Second fase moves the declared record to a record center after a day. On 2013 this works fine. On my ...
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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 ...
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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 ...
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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....
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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 ...
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34 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 ...
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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 ...
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724 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 ...
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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 ...
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66 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 ...
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1answer
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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 ...
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112 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 ...
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135 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 ...
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1answer
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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.
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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 ...
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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" ...
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1answer
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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 ...
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1answer
697 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 ...
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209 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 ...
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558 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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49 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, ...
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92 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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226 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 ...
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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 ...
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2answers
39 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 ...
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1answer
2k 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. ...
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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 ...
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1answer
495 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 ...
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1answer
35 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 ...
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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 ...
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37 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 ...
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2answers
1k 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 ...
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1answer
215 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
211 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 ...
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Retention Policy for Academic Years not Calendar Years

We are wanting to add a retention policy for a site that holds academic material. The retention will be current year plus 5, this is not calendar year. So if a document was created on september 2009 ...
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1answer
394 views

Find retention policies where items get deleted or moved to recycle bin using PowerShell

Is there a way to use PowerShell to look through SP2010 to produce a report listing all the locations a retention policy is set that has the property to either delete the item or move items to recycle ...
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1k views

SaveBinaryDirect issues

I have a little tool built in CSOM that backs up some pertinent documents by copying them to another site collection (don't ask). Sometimes, the program hangs until I close it as it gets stuck on some ...
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1k 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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1answer
1k views

SharePoint Online - Add column to default for view for new sites

Were are going to be using Office 365 labels to control retention of our SharePoint documents. I’m trying to add the “Labels” column to every document library view so that users can see which ...
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351 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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1answer
1k views

Information management retention policy not working on SharePoint Online

I have a custom list on SharePoint Online that a customer's maintenance crew uses to log service calls. We recently migrated them from wss 3.0 to SharePoint Online and discovered the 5000 item ...
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2answers
2k views

SharePoint Online Retention Policy Timer Job

I have an SPO library with a Retention Policy attached for archiving items over 3 months old. The policy is attached to the location, not the content type, and is set to run when a field (Arrival Date)...
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1answer
196 views

SharePoint Online Restore Files from Drop Off Library

Our retention policy in SharePoint misfired and moved 1000's of files from different libraries into the drop of library. Is there any way to restore these files back to their original libraries. We ...
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4answers
4k views

Prevent items in Tasks list from being deleted

I knew that workflows were deleted every ~60 days, but I didn't know tasks were ever automatically deleted. My customers rely heavily on this information being available at all times. Is it possible ...
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2answers
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Retention policy work for previously uploaded Documents?

When I set a retention policy on my shared document library, to start a workflow to email authors who's document is older than 30 days, will this work on documents already in the library or only ...
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Email Author Sharepoint

I have created a new column in my files and library view, named 'Author', as a person or group column. I have made this column mandatory to people to fill out, so that a name gets associated with this ...