#Site Collection Recertification

Site collection recertification allows users to periodically review and update site collection contacts, permissions, or metadata in separate tasks. A site collection recertification profile can be selected when you enable the recertification process in a site collection policy.

Complete the following steps to create a site collection recertification profile:

1. In Settings, click Recertification or Renewal Management in the System group.

2. Click Create on the ribbon, select Recertification Profile, and then configure the following settings.

3. Recertification Scope – Choose Site collection.

4. Name and Description – Enter a name and an optional description for the recertification profile.

5. Category – Categories are used to organize recertification profiles. Select an existing category from the drop-down list or click Create New to create a new category.

6. Permission Recertification – Permission recertification enables the periodic review of user and SharePoint group permissions to site collection content. A permission recertification task will be generated according to the schedule. Approvers can then modify the permissions in AvePoint Cloud Governance, and the permission changes will be updated to SharePoint Online.

   Select the Permission recertification checkbox and configure the following settings:

   1. Specify a duration for the entire recertification process (optional) – Allows you to define a duration for the entire recertification process. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can select the Send a reminder email to the approvers before the task is escalated checkbox to remind the permission recertification task approver before the task expires. Select a reminder profile from the drop-down list or click Create New to create a new one. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   2. Exclude specified permission levels from the recertification task (optional) – Select the checkbox to exclude permission levels from the permission recertification report. Select your desired permission levels by selecting the corresponding checkboxes. The selected permission levels will not be available in the permission recertification report. You can also choose whether to Hide the objects with the excluded permissions. With this option enabled, the objects with the permission levels you select here will not be shown in the permission recertification report.

   3. Configure the Recurrence of the permission search: Daily, Weekly, or Monthly.

   4. Select an Approval Process from the drop-down list or click Create New to create a new one.

7. Metadata Recertification – Metadata recertification enables the periodic review of site collection metadata. A metadata recertification task will be generated according to the schedule configured. Approvers can then modify the metadata values in AvePoint Cloud Governance and the metadata value changes will be updated to SharePoint Online.

   Select the Metadata recertification checkbox and configure the following settings:

   1. Enable adding or deleting metadata during metadata recertification process – Allows adding new metadata or deleting metadata during the metadata recertification process.

   2. Specify a duration for the entire recertification process (optional) – Allows you to define a duration for the entire recertification process. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can select the Send a reminder email to the approvers before the task is escalated checkbox to remind the permission recertification task approver before the task expires. Select a reminder profile from the drop-down list or click Create New to create a new one. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   3. Configure the Recurrence of the metadata search: Daily, Weekly, or Monthly.

   4. Select an Approval Process from the drop-down list or click Create New to create a new one.

8. Ownership Recertification – Ownership recertification enables the election process, which can be used to assign or re-assign site collection contacts on a periodic schedule.

   Select the Ownership recertification checkbox and configure the following settings:

   1. Specify the users you want to exclude (optional) – Enter the names of the users that will be excluded during the election process.

   2. Notify the user when the election task is assigned (optional) – Select the checkbox to send a notification email to the user when the election task is assigned. Select an email template that will be used to send the notification email. By default, the Built-in Election Task Email Template is selected.

   3. Notify the primary contact when the site collection is assigned (optional) – Select a notification email template from the drop-down list to notify the primary site collection contact of the site collection assignment.

   4. Notify the secondary contact when the site collection is assigned (optional) – Select a notification email template from the drop-down list to notify the secondary site collection contact of the site collection assignment.

   5. Duration – Define the duration for each election stage. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can Remind the nominated user before each nomination task expires. Select the checkbox and select a reminder profile from the drop-down list or click Create New to create a new one. AvePoint recommends that you select a reminder profile that has the Built-in Task Reminder Email Template selected. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   6. Specify a duration for the entire recertification process (optional) – Allows you to define a duration for the entire recertification process. Enter a number in the text box and select Day(s) or Week(s) as the unit.

      You can Remind the nominated user before the entire recertification process expires. Select the checkbox and select a reminder profile from the drop-down list or click Create New to create a new one. AvePoint recommends that you select a reminder profile that has the Built-in Recertification Process Reminder Email Template selected. For more information about configuring a reminder profile, refer to Configure Reminder Profiles for Upcoming Expiration.

   7. Configure the Recurrence of the ownership search: Daily, Weekly, or Monthly.

   8. Select an Approval Process from the drop-down list or click Create New to create a new one.

9. Administrator Contact – Enter the name of the user or of the Microsoft Entra group that will become the administrator contact. If a recertification task encounters any errors, an error task will be generated and the error task will be assigned to this administrator contact.

10. Click Save to save your configurations.