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Select the Auto-apply a label button and then choose the third option below: Currently in preview, you can use Classifiers (5 are built-in) or build your own to be able to intelligently detect specific types of content across data in your tenant. The second alternative you suggest would work; however, Im testing out a method that wont require you to do that. Expected change: Hope that was helpful and will get you headed in the right direction! To answer the other design question, thats a big one and likely too long for here. Exclude a SharePoint Online site from the Retention Policy When you create a retention policy in Microsoft 365 SharePoint Online, its automatically applied to all sites within your organization. How to Contribute and What youll get in return? A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications. Microsoft 365 admin center > Compliance > Information governance > Retention Policy > Edit Retention Policy > Choose locations to apply the policy > Edit Exclude > add site url -JCK, Hi Joanne, thank you for a reply, Yes there basically would be an event for each document because all dates will be different. I know it does not support KQL yet but just for example clarity) and keeps for a specific period based on ex. From all the documentation, it shows that I shouldnt be able to set default Labels at the Library level or the folder level, but so far, Im able to do both of those things with the E3 licensing. This is a golden opportunity to leverage any information architecture you have set up across your tenant. Do you have a link to the amended guidance? Use policies for site closure and deletion - Microsoft Support Use-cases I can see for custom Classifiers are: employee forms, contracts, budgets, customer forms, etc. Remove/Exclude SharePoint retention policy from a Particular document I hope you found this series helpful and can use it to start building your own retention solutions across your tenant. I used the "Retention" under the security and compliance portal, under the Data Governance section ( https://protection.office.com/#/retention) remove retention policy from sharepoint online site. How to Connect Power BI to SharePoint Online List? How to Run PowerShell Scripts for SharePoint Online? There are some limitations to this you must be aware of for the maximum number you can include or exclude per retention policy: Due to this, you must work within these bounds if you are automating a solution that includes/excludes SharePoint sites/Office 365 Groups in a retention policy. I feel like Im missing something obvious. You will ONLY be able to configure a DLP policy with a retention label if the workloads youre targeting are SP and/or OD. As long as they are searchable properties, youre gold! Exclude SharePoint Online Site from Retention Policy : r/sysadmin - Reddit You will then be presented with all the Retention Policies configured in your tenant. In the image below, 5 retention labels have been published to this site. Also when applying and Auto-apply policy, are you able to drill it down to document librarys or can it only be done at site level? How to set up retention and deletion policies for - SharePoint Maven This is a golden opportunity to leverage any information architecture you have set up across your tenant. There is NO LIMIT to the number of each workload that will be included in the policy. Include all content locations in the Retention Policy configuration. Youll have to be more specific. I have used both of these PnP cmdlets in a production environment in Azure Automation and it works extremely well: Set-PnPLabel -List List name -Label Retention Label name -SyncToItems $true, Set-PnPListItem List List name Identity -Label Retention Label name, SharePoint CSOM (Client-Side Object Model). I would prefer not having the options if my license does not permit to use the feature. Salaudeen Rajack's SharePoint Experiences! Retention labels You can useSet-PnPLabel to default a document library andSet-PnPListItem to set an individual documents retention label. 2. Ill assume this is what you mean unless I hear back from you. created date and then delete. DLP is usually targeted towards monitoring predefined sensitive content. Please remember to accept your solution as answer. How to Exclude a SharePoint Online Site from Retention Policy There are 5 ways to apply a Retention policy and 10 ways to apply a Retention label! Will they keep the label? Im assuming the automation part via flow in Event based retention will also be impacted by this strange behaviour that Ive come across labels appear visually but dont work as expected. pnp. Enter the URL of the Site you wish to exclude and click the + button. Im guessing if I where to use multiple propertys to reference I just need ot put them on separate lines? Note: When I go back to edit an auto apply label policy, I dont see anymore the label that was selected why? how to exclude a sharepoint online site from retention policy In the image below, 5 retention labels have been published to this site. Hi Catherine, What i ended up doing is just doing custom solution using flows. SharePoint Online: How to Disable Download Option for Documents? They dont have to be on separate lines. To have 1 retention policy at the site collection level and force that on all 30+ sub-sites is a bit restrictive. Did you know? Sometimes you may want to apply a retention label to the exact version of a document that was shared as a modern attachment. @Vasil Michev In some cases I exclude a site from the Retention Policy temporarily in order to be able to clean-up the site, typically when users have no more storage left on OneDrive. on Want to Share your Knowledge and Expertise? For some data types, you need to map the crawled property generated from the metadata column to a predefinedRefinable managed property and then use theRefinable managed property in the query. Yes the example provided is accurate. Exclude "ICTTeam" from the default 3 years policy, 2. make a new retention policy with only the ICTTeam in it, Posted in If the answer is helpful, please click "Accept Answer" and kindly upvote it. Keep in mind the limitations identified above for the maximum number of inclusions allowed. - last edited on Feb 19 2021 How to Contribute and What youll get in return? Sharing best practices for building any app with .NET. You cannot make a retention label required. From creating simple but intuitive intranet portals to developing project management team sites and document management systems, I develop SharePoint solutions that help you get things done quickly and accurately. If so, then you have to individually remove the ReadOnly retention label for the items within the document set. Youve decided where youll retain your content and what type of retention youll apply, and now you need to decide how youre going to apply it. Update October 2022 consider using an adaptive scope with your retention policy to be able to include/exclude Sites/M365 Groups based on conditions. I have used refinablestring00 and mapped it to the crawled property of the choice column called Document Type on the library. Articles written on this blog are from my experience for my own reference and to help others. Use the Set-RetentionCompliancePolicy cmdlet to modify existing retention policies in the Microsoft Purview compliance portal. How to Contribute and What youll get in return? -JCK. (E.g. If you have a more elegant solution on any of the topics discussed please post a comment, Ill be happy to hear! Hard to troubleshoot over this. Want to Share your Knowledge and Expertise? on You will then be presented with all the Retention Policies configured in your tenant. Also, you must set the above retention label settings correctly to match the retention label settings. Really this is very helpful. Reference: SharePoint searchable site properties. You can also exclude multiple sites by separating the URLs with a comma, as I have done below: How to Connect to SharePoint Online using PowerShell, 3 Ways Retention Policies in SharePoint Online Ruin User Experience, connect to Office 365 Security & Compliance Center PowerShell. Exclude a SharePoint Online site from the Retention Policy When you create a retention policy in Microsoft 365 - SharePoint Online, it's automatically applied to all sites within your organization. A little birdie has suggested to me that Microsoft have recently published some amended guidance that casts unwelcome ambiguity on whether we can apply retention labels via custom code/powershell within an E3 environment (#10 in your table above, dated May 2020). Without that exclusion, it will look for a match in the Search index across the location (site) you have it published to. For an EXISTING Retention policy use the Set-RetentionCompliancePolicy cmdlet to update an existing Retention policy to add a new location or remove an existing location. This would apply a retention label to any site starting with the above URL prefix. You can use SPPolicyStoreProxy.SetListComplianceTag to default a document library and ListItem.SetComplianceTag to set an individual documents retention label. To exclude a SharePoint Site using the Compliance Center you will need to navigate to the Admin Console at https://protection.office.com. Im writing 4 posts to highlight 4 key questions to answer when configuring Office 365 retention and will identify some pros and cons of decisions surrounding each: This post is the third in the series, Retention in SharePoint Online: The Where, What, and How, and When, and answers the all-important HOW question: I think the image below sums up the retention scenario across Microsoft 365. We are trying to set retention label programmatically using CSOM with defined declaration date to document item. On the Edit Retention Policy window, navigate to Locations Applied, select Let me choose specific locations if not already selected. For a NEW Retention policy use the New-RetentionCompliancePolicy cmdlet to create a new retention policy in the Compliance Center and associate a location to it. Heres the list of all the ways to apply Retention Policies and Retention Labels and their licensing requirements (as of May 2020): Please refer here for a Detailed Microsoft 365 Compliance Licensing Comparison. You are limited to RefinableString00-99 in the auto-apply but you can go above RefinableString100 in the Microsoft search box. by Hi John, quick answer and a couple of things to consider 1 is to ensure you publish the DLP Policy to those elevated accounts and the locations they use if your intention is to limit the policy to that group You will have to include all of the workloads where your retention policy is published (Exchange, SP, OD, Teams, etc.). Hi Joanne, Thanks a lot for sharing your knowledge. SharePoint Online: Add Site Collection Administrator using PowerShell. Is there a way to know if the policy is applied without requiring to do some tests? Did you know? In the Apply retention label drop-down, you will only see retention labels previously published to the site. How to determine which retention policies are - SharePoint Maven Announcing Multi-Stage Disposition in Microsoft Records Management, Security, Compliance, and Identity Events. In those cases I would want to clear the Preservation Hold library. You can remove the policy if you dont want the policy to apply to, Problem: When trying to delete a SharePoint Online site collection, getting an error message Cant Delete Site: A compliance policy is currently blocking this site deletion. Also, quotes of any kind are only required if you have a space in your content type name. Salaudeen Rajack's SharePoint Experiences! In the image below, 5 retention labels have been published to this site. If I have it in those examples above, the syntax Im showing wouldve worked at that time however things change and Im reconfirming for you. Deleting retention policy enabled Sharepoint sub sites Catherine. In that scenario, it doesnt seem to like pushing inheritance through to the files/docs from the top level (doc set OR Folder), so all individual files inside the containers still keep the label applied to them, including visually. Fot 1 "ICTTeam" SharePoint site i want a different policy (30days). It depends how you want to apply a retention label based on modified date. I get it, were all short on time nowadays. Sorry I cant provide any more clarity at this time. Would this be satisfactory for the migrated content? In the Apply retention label drop-down, you will only see retention labels previously published to the site. An exception to this is if the retention label has made the document a record. You can (optionally) assign all existing documents this same label as well. Find out more about the Microsoft MVP Award Program. Watch out for the site limit on that though. -JCK. We noticed you are using different notation in your articles in the format of configuring the condition of the auto-apply rule on contenttype. but i am not using compliance center at all, i am just calculating expiration date and then have a timer job that looks for expired documents and starts a custom disposition process. sharepoint-online. How to Connect to Microsoft Graph API from PowerShell? Is retention of their different for those users? 1.