What is retention policy in SharePoint 2013?

What is retention policy in SharePoint 2013?

Generally speaking, a retention policy is a set of rules that defines the transfer of content from one location to another. For example, if I get a bill by e-mail, I print it and put it on a table until I pay it. When I do this, I put the bill into a small box in my drawer.

What is retention policy in SharePoint?

A retention policy specifies that a document will be deleted a certain amount of time after it has been created or modified. When you apply a retention policy to a SharePoint site, it will apply to all documents — even those that were created before the policy was applied.

How do I create a retention policy in SharePoint 2013?

To set up a site collection retention policy, do the following steps:

  1. Navigate to the root of your site collection.
  2. Click on Content Type Policy Templates (under Site Collection Administration)
  3. Hit Create.
  4. On the next screen, fill out the details about the policy.

How do I find retention policy in SharePoint?

To check or change this setting, go to the Records management solution in the Microsoft 365 compliance center > Records management > Records management settings > Retention labels > Deletion of items. There are separate settings for SharePoint and OneDrive.

What is Second Stage Recycle Bin?

The Site Collection (Second-Stage) Recycle Bin gives the administrator of a site collection greater control over deleted items by providing a second stage safety net before an item is permanently deleted from a site.

What are retention policies?

A retention policy (also called a ‘schedule’) is a key part of the lifecycle of a record. It describes how long a business needs to keep a piece of information (record), where it’s stored and how to dispose of the record when its time.

How do I know if my retention policy is working?

Check the retention policy option that applies to the folder in which the items are stored. To do this, right-click the folder, and then scroll down to Assign policy. Check Retention Policy and Expire fields to see whether an item is set an expiration date.

How do you write a retention policy?

How to Create a Data Retention Policy and Schedule

  1. Build a team.
  2. Sort data into categories.
  3. Determine which regulations, policies, and laws need to apply to each data item.
  4. Compose the policy.
  5. Set time limits.
  6. Communicate the policy.
  7. Revisit the policy.

How do you do a retention policy?

Use the EAC to create a retention policy

  1. Navigate to Compliance management > Retention policies, and then click Add.
  2. In New Retention Policy, complete the following fields: Name: Enter a name for the retention policy. Retention tags: Click Add. to select the tags you want to add to this retention policy.

Why do we need a retention policy?

Retention policies help to manage many risks including lost or stolen information, excessive backlog of paper files, loss of time and space while internally managing records and lack of organization system for records, making them hard to find, just to name a few.

How to exclude a SharePoint Online site from retention policy?

Part I: Retention in SharePoint Online: The “WHERE” answers the question “Where should retained content live?”

  • Part II: Retention in SharePoint Online: The “WHAT” answers the question “What type of retention should be applied?”
  • Part III: Retention in SharePoint Online: The “HOW” (THIS POST) answers the question “How should the retention be applied?”
  • How to manage policy and procedure documents in SharePoint?

    Manage Policies and Procedures in SharePoint – Q&ANo matter what size your organization, at some point you will need to ensure that certain employees read and acknowledge policies and procedure documents – for example company policies, risk assessments or employee manuals. Depending on your organization, industry and compliance regulations the list of documents can seem ]

    What is information management policy in SharePoint?

    Information Management Policy is one of those oft-overlooked features in SharePoint. It can really help organizations keep content fresh, but like so much else in SharePoint, the devil is in the details. Depending on the scenario you’re trying to implement, you may find some details causing confusion.

    What is SharePoint retention?

    Your site can no longer be deleted as it now has a compliance policy set on it.

  • Your site will now get a Preservation Hold Library (more on it below).
  • You will not be able to delete a folder on a site anymore without first deleting its contents.