Overlooked Information Management Policy settings and configuration

In this article, I would like to show you about the Information Management Policy settings and configuration that might have been overlook and ends up spending unnecessary time to figure it out.

If you want to know what things Information Management Policy can do, you could find it in Plan for information management policy in SharePoint Server 2013 technet article.

If you want to know how to setup Infomation Management Policy in Library, there are couple of good articles from googling like Retention Policy for a document library in SharePoint 2010.

I have configure simple Information Management Policy inside my Document Library as per below:

Move To Recycle Bin

Then, if you have done both and wondering why it is NOT working, there are couple of things you need to check:

1. Activate Library and Folder Based Retention

  • Go to Root Site Settings
  • Select Site Collection Features
  • Activate Library and Folder Based Retention

2. Set Information management policy and Expiration policy job definition to Daily (by default it set to Weekly)

  • Go to SharePoint Central Administration Site
  • Select Monitoring > Review Job Definition
  • Look for Information management policy job definition for your desired web application
  • Click it and update Recurring Schedule to Daily and click OK
  • Look for Expiration policy job definition for your desired web application
  • Click it and update Recurring Schedule to Daily and click OK
  • You could also Run Now both job definitions to see whether your policy run successfully

InformationRetentionPolicy1

InformationRetentionPolicy2

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