Thursday, August 13, 2009

Expiring SharePoint Groups and Accounts in MOSS 2007

In case you ever wondered what it would take to set up expiry of Sharepoint User Accounts, here is what you need to do to make this happen:



  1. To start, you will need to use a site collection administrator account, then from the top level of your portal/site collection Click Site Actions -> Site Settings -> People and Groups

  2. Click Settings -> List Settings

  3. Click Create Column

  4. Type the name of the column, I am calling mine Expiry Date

  5. Choose Date and Time

  6. Set any other information the way you want and Click OK
    You now have a column named Expiry Date

  7. Click Information Management Policy Settings

  8. Click Define a Policy ... and Click OK
    The Policy will be given teh name Person

  9. Choose Enable Expiration

  10. Under The retention period is:

  11. Choose A time period based on the item's properties:
    Expiry Date
    will be automatically chosen

  12. Type 0 in the box before years

  13. Choose Perform this action:
    The only choice should be Delete

  14. Click OK


You now have User accounts being deleted based on the expiry date.  If you want this to be selective, do not make it a mandatory field.  The Disposition ignores blanks, so if no date is set then it will not delete it when the Expiry Date = Today.


Hope this helps someone out there.