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Manage Automatic Site Collection Lifecycle Management Tasks

Automatic Site Collection Lifecycle Management tasks include site collection inactivity threshold tasks and site collection lease expiration tasks. These tasks will be automatically generated if the following conditions are met:

  • Site collection inactivity threshold or site collection lease is enabled in a site collection policy.

  • The site collection policy is applied to a site collection.

  • The site collection inactivity threshold is reached, or the site collection lease has expired.

Note the following:

  • Apart from the Continue Access action, other actions will be available only when the corresponding lifecycle actions are enabled in site collection policies and when the built-in Site Collection Lifecycle Management services are active.

  • If Yes/No (check box) metadata with the Enable Terms and Conditions Agreement option enabled has been added to a built-in Site Collection Lifecycle Management service, you must choose Yes as the value for this metadata when you manage the lifecycle of the site collection. Otherwise, the lifecycle action cannot be performed to the site collection.

To view a task, click a task title. The View Details window appears. Besides the basic task information, you can view the Lifecycle Action History field to view the chosen lifecycle actions of the previous approval stages. Only the last approver’s chosen lifecycle action will take effect.

You can perform the following actions on the task:

Continue Site Collection Access

For a site collection inactivity threshold task, you can continue allowing access to the site collection if the site collection is still in use. Follow the steps below:

  1. Select the desired task and click Continue Access on the ribbon.

  2. In the pop-up window, click OK to confirm this action, or click Cancel to return to the All Tasks interface without executing the task.

Extend a Site Collection Lease

For a site collection lease expiration task, you can request to extend the site collection lease. Follow the steps below:

  1. Select a task and click Extend on the ribbon. The Extend Site Collection Lease Period window appears.

  2. In the pop-up window, you can enter comments for the site collection lease extension. The lease extension period is displayed if the IT Admin has defined it; if the field is available to configure, define the amount of time to extend the lease period. Enter a number in the text box, then, select a time unit from the drop-down list.

  3. If metadata has been added to the Site Collection Lifecycle Management – Extend Service, you can modify the metadata values.

  4. Click Submit and a pop-up window will appear asking you to confirm the site collection lease extension. Click OK to confirm this action, or click Cancel to return to the All Tasks interface without executing the task.

Archive a Site Collection

For both the site collection inactivity threshold task and site collection lease expiration task, you can request to archive the site collection. Follow the steps below:

  1. Select a task and click Archive on the ribbon.

  2. If metadata has been added to the Site Collection Lifecycle Management – Archive Service, the Archive Site Collection window will appear.

  3. In the pop-up window, you can enter comments for the site collection archival and modify the metadata values.

  4. Click Submit and a pop-up window will appear asking you to confirm the site collection archival. Click OK to confirm the action, or click Cancel to return to the All Tasks interface.

Delete a Site Collection

For both site collection inactivity threshold task and site collection lease expiration task, you can request to delete the site collection. Follow the steps below:

  1. Select a task and click Delete on the ribbon.

  2. If metadata has been added to the Site Collection Lifecycle Management – Delete Service, the Delete Site Collection window will appear.

  3. In the pop-up window, you can enter comments for the site collection deletion, and modify the metadata values.

  4. Click Submit and a pop-up window will appear asking you to confirm the site collection deletion. Click OK to confirm the action, or click Cancel to return to the All Tasks interface without executing the task.

Change a Site Collection Policy

For both the site collection inactivity threshold task and site collection lease expiration task, you can request to change the policy for the site collection. Follow the steps below:

  1. Select a task and click Change Policy on the ribbon. The Change Site Collection Policy window appears.

  2. In the pop-up window, you can enter comments for the site collection policy change, and select a site collection policy that you want to apply to the site collection from the drop-down list.

  3. If metadata has been added to the Site Collection Lifecycle Management – Change Policy Service, you can modify the metadata values.

  4. Click Submit and a pop-up window will appear asking you to confirm the site collection policy change. Click OK to confirm the action or click Cancel to return to the All Tasks interface.