Configure Retention Policy for SharePoint Template

(SharePoint Online Only) Pre-requisite

Note This step is required if you are using the preferred method of application credentials and when not already executed on the site collection during template installation.


Configure the Retention Policy application as scheduled task

Note These steps are for both SharePoint On-premises and SharePoint Online.

Warning Find your site collection URL and Client Secret code. If you lost your Client Secret code, you can generate one by following “(Optional) Generate a new client secret

  1. Grab the site collection URL (parent site of your ucc) and client secret

    Example: (only use bold part)

    Note This is also the site for the UCC Creator.

  2. Copy the contents of the retention policy scripts to <drive>\program files\anywhere365\scripts\SPO_RetentionPolicy on the UCC server (may also be another Windows server, make sure the above pre-regs are met).

    Note The retention policy scrips can be requested at the support-desk.

  3. In the config file (RetentionPolicy.config), fill in the Targets:

    Same Site = For all sites on the root level:

    <Target enabled="true" type="SameLevel"></Target>

    Site Collection = For all sites in this site collection:

    <Target enabled="true" type="SiteCollection"></Target>

    Site = Only for this site:

    <Target enabled="true" type="Site"></Target>

  4. Next step is to configure user authentication.

    1. (SharePoint On-premises) Fill in the Username and Encrypted Password.

      Note Use the Password Tool in the install directory to encrypt the password.



    2. (SharePoint Online) Fill in the ClientID and ClientSecret, between the quotes.



  5. Create a Windows Scheduled Task that runs indefinitely every day and starts the executable (WSP.A365.SharePoint.WebJob.RetentionPolicy.exe).

    Or use the example XML below to import it into Task Scheduler:

    <?xml version="1.0" encoding="UTF-16"?>

    <Task version="1.2" xmlns="">



    <Author>Workstreampeople B.V.</Author>
















    <Principal id="Author">

























    <Actions Context="Author">


    <Command>"C:\Program Files\Anywhere365\Scripts\SPO_RetentionPolicy\WSP.A365.SharePoint.WebJob.RetentionPolicy.exe"</Command>




  6. Make sure that the account that performs the task has sufficient permissions to run the job, even if it is not logged in. Run with highest privileges.