Adaptive scopes are good, but what if both policies are implemented? Which one wins? The scenario for two policies might be: static retention policy is implemented as default retention policy for all sites, and if site require different retention or deletion – it should fall under one of the adaptive scopes and an adaptive retention policy will be applied.
Microsoft recently implemented “Adaptive” retention policies. At step 2 of “Create retention policy” you’ll be asked “Choose the type of retention policy to create”: “A policy can be adaptive or static. Advantage of an adaptive policy will automatically update where it’s applied based on attributes or properties you’ll define. A static policy is applied to content in a fixed set of locations and must be manually updated if those locations change.”
And if you selected “Adaptive” – on the next step you will need to provide the adaptive scope (so at this moment you should already have created your adaptive scopes):
So, let us create your adaptive scopes. What type of scope do you want to create? SharePoint sites…
And then you’ll have nothing more then set of conditions:
where you can use objects: “Site Url”, “Site Name” and “Refinable String 0″..”Refinable String 99”. Conditions would be “is equal to”, “is not equal to”, “starts with” and “not starts with”. Or you can select “Advanced query builder” and enter KQL query.
Advanced query builder for SharePoint Adaptive Scope
Microsoft recently implemented “Adaptive retention policies” that use “Adaptive scopes”. Adaptive scopes can use “Site Url”, “Site Name” and 100 Refinable Strings from “Refinable String 0″ to ”Refinable String 99”.
How to configure SharePoint the way Refinable Strings are used in the Adaptive retention policies scopes?
The steps are:
Create an indexed site property
Map crawled property to a refinable string managed property
Indexed site property
Create an indexed site property or “Adaptive Scope Property” with some values. Ensure you property name (key) is unique, e.g.
with PowerShell Set-PnPAdaptiveScopeProperty or with Set-PnPPropertyBagValue -Indexed:$true. Examples:
Wait until search crawler pics up you site property. Now you have a crawled property.
Search schema mapping
As you know, Refinable Strings are just pre-created by Microsoft refinable managed properties. So you can select one that is not used(*) and map it to crawled property. Assign alias so you could easily identify what is the RefinableString55 about.
select one that is not used select one that is not used is an important moment, as if you select refinable string that is already taken at the site level – there is a conflict. So before configuring pre-created refinable properties at tenant level – I’d recommend to get report on managed properties taken at sites levels. It would be good idea if you agree with sites owners on properties ranges (e.g. from 00 to 99 – reserved for tenant use, from 100 to 199 – available at sites levels). And/or you can – after getting report on managed properties taken at sites levels – reserve enough unused managed properties by assigning aliases e.g. “this-property-55-is-reserved-do-not-use”.
site custom script If site custom script is enabled (DenyAddAndCustomizePages = false), then site collection admin can change site properties. So if you do not want the property being altered at site level – ensure that noscript site property is enabled (DenyAddAndCustomizePages equals true)