How to apply retention label based on a birth date?

Stokes, Connor 0 Reputation points
2023-01-13T14:59:49.2433333+00:00

Hi Team,

I am currently using the latest SharePoint to store Corporate Records (such as Personnel Files) in a secure and limited area in one of my SharePoint Sites that only a few people can access. I want to apply a retention label of 100 years based on the birth date for the folders where i save the individuals personnel files (therefore, each folder would have a different date due to their birth dates). How do i go about doing this?

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  1. Yi Lu_MSFT 16,751 Reputation points Microsoft Employee
    2023-01-16T07:01:40.43+00:00

    Hi @Stokes, Connor

    You could find retention policy by going to M365 Admin center > Compliance > Date lifecycle management: Microsoft 365 > Retention Policy

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    Click "New retention policy" and select which SharePoint site you want this policy to apply to in the policy settings

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    Next step you could custom how long you want to delete the files automatically in the SharePoint sites.

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  2. Yi Lu_MSFT 16,751 Reputation points Microsoft Employee
    2023-01-18T01:54:08.7566667+00:00

    Hi @Stokes, Connor

    I thought of a workaround for you. As you need to remember the file create date in local location after you upload it to SharePoint, you could use SharePoint Migration Tool to achieve it.

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    Here is a log which records I done a migration On 1/11/2023:

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    and this is a related report for this migration:

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    As a result, we could find that the create date is the actual date of the items created in SharePoint On-Premise instead of the date when I migrate them to SharePoint Online(1/11/2023):

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    And this is the previous list items I migrate from local SharePoint Server:

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    The example I show in the screenshot is migrating list items from SharePoint On-Premise to SharePoint Online, you could also migrate from File Share to SharePoint Online.


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