Friday, January 31, 2014

SharePoint Retention policies didn't work

Issue:  SharePoint Retention policies didn't work.
Background:  User created a Document Retention policy using the below steps:
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:
  • Document Library Settings --> Information management policy settings
  • Selected the "Document" as Content Type.
  • Checked on "Enable Retention",
  • Click on "Add a retention stage"
  • 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

Cause:
  • Library and Folder Based Retention Site feature may not be activated
  • Information management policy" and "Expiration policy" are the 2 timer jobs which are responsible for retention policy may be failed

Resolution:
  • Check if the Library and Folder Based Retention is activated or not. If not activate it and configured the policy again.
Steps:
Go to Top level site settings->Under Site Collection Administration->Site Collection policies->Activate "Library and Folder Based Retention".

  • Information management policy" and "Expiration policy" are the 2 timer jobs which are responsible for retention policy. Check their Status.
     Steps to check the status of the time Jobs:
Central Admin -> Monitoring ->Review job definitions-> Find "Information management policy" and "Expiration policy".
Check in the status when it was last run and when the job will next run.
If the Job is already run after creation of the Retention policy then there might be issue how the policy is created. Request the client to create the policy again and wait for the next run.
If the job yet to be run after creating the Policy request the user to wait until the next Job to be run .

By default this 2 jobs will run weekly. 

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