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Overview of site policies in SharePoint 2013

SharePoint 2013
 

Applies to: SharePoint Server 2013, SharePoint Foundation 2013

Topic Last Modified: 2014-06-19

Summary: Learn about SharePoint site closure and deletion policies and how they apply to SharePoint governance and self-service site creation.

Even with good governance, SharePoint sites can proliferate and grow out of control. Sites are created as they are needed, but sites are rarely deleted. If sites persist when they are no longer needed, they require storage space and they might be unwanted for compliance reasons.

You can use site policies to help control site proliferation. A site policy defines the life-cycle of a site by specifying when the site will be closed and when it will be deleted. When you close or delete a site, any sub-sites are also closed or deleted. If an Exchange mailbox is associated with a site, the mailbox is deleted from Exchange Server 2013 when the site is deleted.

Site closure is a new concept in SharePoint 2013. When you close a site, you specify that the site is no longer used so that the site can eventually be deleted according to a schedule. A closed site does not appear in other places where sites are aggregated — for example, Outlook, Outlook Web App, or Project Server 2013 — but users can still modify a closed site and its content by using the URL to reach the site.

A site policy specifies the conditions under which to close or delete a site automatically. There are the following four options:

  • Do not close or delete the site automatically. If a policy that has this option is applied to a site, the site owner must delete the site manually.

  • Delete the site automatically. If a policy that has this option is applied to a site, the site owner may close the site manually, but the site will be deleted automatically. A policy that deletes the site automatically specifies a rule for when to delete the site, and has the following options:

    • What action triggers the site to be deleted, and how long to wait after the trigger occurs before deleting the site. The trigger can be either site creation or site closure. For example, you can create a policy that deletes a site three months after the site is closed, or a policy that deletes a site one year after the site is created.

    • Whether to have SharePoint 2013 send a notification email message to the site owner a specified amount of time before the site is scheduled to be deleted.

    • Whether to allow site owners to postpone deletion of the site.

  • Close the site automatically and delete the site automatically. This option gives the same choices for how to delete the site automatically, and also requires you to specify how long after its creation time the site will be closed.

    NoteNote:
    A site owner can re-open a closed site by going to the Site Closure and Deletion page from the Site Settings menu.
  • Run a workflow to close the site, and delete the site automatically. This option gives the same choices for how to delete the site automatically, and also requires you to specify a workflow to run. When the workflow finishes running, SharePoint 2013 closes the site. You specify the name of the workflow, how long after the site is created to run the workflow, and whether to rerun the workflow periodically until the site is closed.

A site policy can also specify that if it is applied to the root site in a site collection, when the root site is closed, the root site and all sub-sites become read-only.

You define site policies from the root site of a site collection by going to the Site Policies page from the Site Collection Administration menu. The policies are then available in every site in the site collection. Site owners can apply a policy to a site by going to the Site Closure and Deletion page from the Site Settings menu. Site owners can also close a site by using the Site Closure and Deletion page.

NoteNote:
To delete a site manually, a site owner must select Delete this site on the Site Settings menu. The Site Closure and Deletion page shows when a site will be deleted automatically. However, it does not provide an option for the site owner to delete the site manually.

If the site collection in which you define site policies is a content type hub, then you can publish policies and share them across site collections. For more information about publishing content types — and site policies — across site collections, see Plan to share term sets and content types in SharePoint Server 2013.

Site policies are especially valuable when you use them together with self-service site creation. When a farm administrator enables self-service site creation on a web application, the farm administrator can specify that users must classify each newly created site by selecting a policy to apply to the site. The farm administrator can specify that site classification is required, optional, or hidden from the user. By using site policies together with self-service site creation, you can let users create their own sites, but also make sure that that the sites will be deleted after a certain time.

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