Sharepoint 2010
Steps to set an expiration policy into Sharepoint document library, i find it very useful for IT people to set a policy for each document library,
p.s.: This will work if you have SharePoint Standard or Enterprise edition.
- Go To your Sharepoint Root webapplication, then in Site settings--> SiteCollection Administration--> Site Collection Policies -->
- Define a new policy
- Go to Central Administration --> http://CENTRALADMINISTRATION_URL/_admin/ServiceJobDefinitions.aspx
- We have 2 timer jobs to activate by order:
- 1: Information Management Policy
- 2: Expiration Policy
If we want to set expiration date in a content type policy | |
1. This will work if you have SharePoint Standard or Enterprise
edition. Open your site in a browser. 2. Select "Site Actions > Site Settings". 3. Click "Go to top level site settings". Of course, you don't see this link if you are already on the top level site. 4. Click "Site content types" under "Galleries". 5. Locate the content type that you want to use for setting the policy on. Click the link of the content type. 6. Click "Information management policy settings" under "Settings". |
7. Select "Define a policy..." option and click OK.
Fig 2: Define a policy
8. Check "Enable Expiration" checkbox. Select "Created" or "Modified" in the item's properties and select days, months or years from the last drop down in the row. Enter a number in the middle text box. Now select action. You can choose the default action "Delete" or you can start a workflow and do custom actions. Click OK to save the settings.
Hope this will help someone. It is straight forward but I have seen users asking this question "How to set expiration policy on a content type".