Microsoft Purview

Neil Haddley • August 3, 2022

Retention policy with adaptive scope

Microsoft 365purviewretention-policyadaptive-scopecompliance
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I used Microsoft Purview to create a retention policy that applies to all SharePoint sites named "Short term...".

First I created a new SharePoint Site (Site Collection) called "Short term".

I selected the "Team Site" template

I selected the "Team Site" template

I named the Site "Short term"

I named the Site "Short term"

I specified myself as the Site (Group) owner

I specified myself as the Site (Group) owner

I added Lidia Holloway as a SharePoint Site member

I added Lidia Holloway as a SharePoint Site member

I selected the finish button

I selected the finish button

I added a new word document to the Documents Document Library in the Short term SharePoint Site

I added a new word document to the Documents Document Library in the Short term SharePoint Site

I entered some example text

I entered some example text

The Document.docx document was saved to the Documents Document Library (on July 27th 2022)

The Document.docx document was saved to the Documents Document Library (on July 27th 2022)

Data lifecycle management

I selected the data lifecycle management menu item, created the adaptive scope and then created the retention policy

I navigated to the Microsoft Purview home page. I selected the Data lifecycle management menu item.

I navigated to the Microsoft Purview home page. I selected the Data lifecycle management menu item.

I selected the Adaptive scopes menu item

I selected the Adaptive scopes menu item

I clicked the + Create scope button

I clicked the + Create scope button

I named the adaptive scope "Short term"

I named the adaptive scope "Short term"

I selected the SharePoint sites radio button option

I selected the SharePoint sites radio button option

I entered an adaptive scope property.

I entered an adaptive scope property.

I reviewed the adaptive scope details

I reviewed the adaptive scope details

The adaptive scope was created

The adaptive scope was created

I created a new retention policy

I created a new retention policy

I named the retention policy "Delete after a day"

I named the retention policy "Delete after a day"

I selected the Adaptive radio button option

I selected the Adaptive radio button option

I selected the "Short term" adaptive scope I created earlier

I selected the "Short term" adaptive scope I created earlier

I reviewed the configuration and clicked the next button

I reviewed the configuration and clicked the next button

I configured the retention policy to delete items one day after they were last updated

I configured the retention policy to delete items one day after they were last updated

I reviewed the configuration and read the warning that "Items that are currently older than 1 days [sic] will be permanently deleted after you turn on this policy"

I reviewed the configuration and read the warning that "Items that are currently older than 1 days [sic] will be permanently deleted after you turn on this policy"

The retention policy was successfully created

The retention policy was successfully created

Initially the policy had no effect on contents of the "Documents" Document Library in the "Short term" SharePoint Site.

Initially the policy had no effect on contents of the "Documents" Document Library in the "Short term" SharePoint Site.

I returned to the SharePoint Site a week later...Scroll sideways, or tap the diagram to open it full size

I returned to the SharePoint Site a week later...

Document.docx had been deleted

Document.docx had been deleted

Document.docx was moved to the SharePoint Recycle bin (on August 1st 2022).

Document.docx was moved to the SharePoint Recycle bin (on August 1st 2022).