Dialogue Cloud

On Premises

Retention Policy

Note

For SharePoint Online (and the SharePoint Template 6.0 or higher), the Retention Policy replacement with SharePoint Information Management Policies or Microsoft Power Automate should be used .

Below instructions are only suitable for SharePoint Server deployments. Running frequent repetitive remote Powershell scripts against SharePoint Online are increasingly running into throttling Throttling, in the context of a software cloud delivery service, is the practice of temporarily suspending or diminishing access to a service offering to a cloud customer. Because cloud platforms are mostly multi-tenant, shared platforms and the usage at any moment of many customers is unpredictable, throttling is a normal and logical procedure of retaining a cloud service for all customers, sometimes at the expense of one or a handful of customers who are at that time using too many resources for the backend platform. Not only a customer itself, but also a "noisy neighbour" on the same platform can be the cause of throttling. Usually service will be resumed at a normal level after a short cool-down period, but can even take up to 24 hours or more. In Microsoft 365 throttling is usually indicated by "429 errors" or "server too busy" messages in logfiles or replies. thresholds of Microsoft 365.

Purpose

Retention Policy is used to clean up old record. For example recordings older the 30 days.

Explanation per field

Item Description
Policy Name of the Policy. Can be used as notation field.
List The list where the Retention Policy needs to clear old records.
Values: .Recordings, Call Summary, Voicemails, OutboundDialerCalls, InboundScreenRecordings, OutboundScreenRecordings
Retention Period (Days) Items older than this value will be removed.
Active Configure if the Retention Policy needs to be active:
  • TRUE = Retention Policy will be used
  • FALSE = Retention Policy is disabled

Create/Edit/Remove item

Item can be created, edited or removed.

Warning

Updates to the system take place in real-time. Entering the incorrect information here may cause issues with your software. Proceed with caution.

  1. Open the list.
  2. Select the Add new item button.
  3. Enter the correct data in the window that appears.
  4. Select the Save button.
  1. Open the list.
  2. Tick the respective item.
  3. Select the “Edit Properties” button.
  4. Enter the correct data in the window that appears.
  5. Select the “Save” button.
  1. Open the list.
  2. Tick the respective item
  3. Select the “Delete Item” button.