Kategoriarkiv: Retention

Programmatically create, setup and use a custom Site Policy

On a current project I got the task to implement a solution for pushing out Site Policies to team sites. The common way of doing this is by using a Content Type Hub, which there are several blogs and guides available explaining how to do. But in this case this was not an option, and I had to be able to do it programmatically.

Finding examples of how to create a custom Site Policy wasn’t very hard, but what I soon discovered was that hardly any of these actually explained how to setup the schema of the policy the way you wanted. They just explained how to create one and maybe even set it to be used on a given site. And the object model itself isn’t complete enough to let you set everything using code. Eventually I found one single blog post by Dragan Panjkov which showed how to set it up, and managed to get it to work.

Site Policies are actually hidden content types, which you can tell by some parts of the creation process.The creation of the policies are actually pretty simple, and can be done with a few lines of code. First of all, you need reference the InformationPolicy namespace, like so:

The second thing we do is getting the ProjectPolicy content type, which is (according to it’s own description) the “Container content type for Project Policy definitions”.
Note: The code assumes you already have an SPSite object called site.

The content type id in the code above is always the same, and is the id of the content type “Project Policy”.

Then you can create your own content type using Project Policy as the parent.

The next step is to setup the content type with the schema you want to use. For this there is no object model support. You have to write your own xml, which is a real pain. But the great post by Dragan gave a great solution on how to do this.

Setup a Site Policy the way you want it on a site in the browser. Open the site in SharePoint Manager and go to the Content Types collection. There will be a content type with the same name as the policy you just created. Click the content type and scroll down to the XmlDocuments property. Open that collection and copy the value of the <pp:ProjectPolicy> property.


You will get an xml string, which you can copy and reuse to create your new policy schema. Doing so is simple. With the same content type object you have created previously, delete the existing project policy XmlDocument using the name from the xml.

Then load your copied xml string into a new XmlDocument object, and add that to the XmlDocuments collection of your content type, and updated it.

When this is done, all that’s left is to create a Policy, using your content type.

And that’s it. You’ve created your own Site Policy, with a custom schema, and all through code.

To apply the custom policy, simply get the policy object using the ProjectPolicy class, and run the ApplyProjectPolicy method.

I’ve added a simple PolicyService class on GitHub Gist. Feel free to copy and use it if you want. Some tweaks may be necessary. =)