I have created one simple document library and want to enable a retention policy for that, for this thing I have created one document library and have navigated to following steps:
1) Document Library Settings --> Information management policy settings
2) selected the "Document" as Content Type.
3) Checked on "Enable Retention",
4) Click on "Add a retention stage"
5) here I defined that "Date Created" + 1 " Day", should need to move in recycle bin.
According to above defined policy the documents which are created date spent on more than one day should automatically move to recycle bin, but it is not moving or doing anything, does anything help me in this context? That does i need to enable from Cetral Administration or enable any feature or need to do something more to allow that policy to work fine?? I have multiple documents in the library that have a created date over the 3 days. How often is the retention policy run? daily? weekly?
Creating a Retention Policy in SharePoint OnlineBrowse to the Security & Compliance Center, then select Data Management > Retention. Under Delete, click Manage document deletion policies for SharePoint Online and OneDrive for Business. Then, click Deletion Policies and choose New Item.
To check or change this setting, go to the Records management solution in the Microsoft Purview compliance portal > Records management > Records management settings > Retention labels > Deletion of items. There are separate settings for SharePoint and OneDrive.
The first retention policy is configured for all SharePoint sites to retain items for five years after they are created. The second retention policy is configured for specific SharePoint sites to retain items for ten years after they are created.
Remove a SharePoint site from the retention policyNext to SharePoint Sites, select Choose sites. Select the "X" character for the site URL that you want to remove from the policy. Select Done > Save.
Few things you have to follow here:
Top level site settings->Under Site Collection Administration->Site Collection features->Activate "Library and Folder Based Retention"
."Information management policy"
and "Expiration policy"
are the 2 timer jobs which are responsible for retention policy. By default both will work "Weekly"
change it to "Daily"
in Central Admin -> Monitoring ->Review job definitions-> Find "Information management policy" and "Expiration policy"
.Note: Set the Recurring Schedule
in such a way that "Information management policy"
job should run before the "Expiration policy"
.
Test it by setting your retention policy for a document library.
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