Tricent for Microsoft 365 - Settings area

This section contains the settings related to the involvement of your organization's users in the cleanup process. As you may know, users will receive email notifications when files, folders, or teams are about to be unshared.

To save the changes you make, click SAVE SETTINGS in the section footer.

Global user-driven cleanup settings

The green or red dot in this line indicates whether or not all settings in this section (Global user-driven cleanup settings) are active.

Toggling the entire section on and off happens in the footer at the bottom of the section.

Setting the section to INACTIVE means that no email notifications will go out to users and that none of the settings in this section takes effect.

When set to ACTIVE, emails go out 24 hours later at the earliest.

Cleanup users in these (Azure AD) groups only

Clicking MANAGE here will allow you to select the specific user groups you want to be part the user-driven cleanup. If you don't select any groups here, no users will be included in the user-driven cleanup.

The items listed under Available groups are the Microsoft 365 groups in your Azure Active Directory. You may want to create new groups in your Azure Active Directory to help a more organized and controlled cleanup process in the Tricent tool.

You add groups to the list Selected groups by clicking the arrow () to the right of the group name. Remember to click OK once you have the groups you want to include in Selected groups.

Cleanup files/folders on these apps/services

This setting allows you to limit the cleanup to certain apps/services in your Microsoft environment.

This can be useful if your organization, for instance, has the approach that the users' OneDrive is for personal or private documents. If that's the case, simply exclude OneDrive from the user-driven cleanup.

Include teams in cleanup

Toggling this feature allows you to leverage the knowledge of team owners in the cleanup process. Team owners will start receiving notification emails that include the teams they are responsible for, once they are eligible for cleanup.

When you toggle the switch on, an extra setting will open called Suggest teams to cleanup for these users only.

Suggest teams to cleanup for these users only

Cleaning up teams is done by team owners by default if Include teams in cleanup is toggled. However, using this setting, you can choose to limit the cleanup to only teams with owners in one or more Azure Active Directory groups.

Clicking MANAGE will open a side panel where you can select the groups you want to include.

Run the cleanup every

This indicates how often you want the user-driven cleanup process to run.

Read more about how the email notifications and cleanup cycle work right here.

In cleanup emails, ask the user to consider no more than

When the cleanup process runs, users will receive notification emails when they have shared items that are about to be unshared.

Using this setting, you can define the maximum number of items presented to the end-user in the email. The list will contain the items with the shortest time to expire at the top. 

Exclude files/folders/teams for cleanup that are younger than

With this setting, you can ensure a grace period for files, folders, and teams that have been created recently. These items will not be included in the user-driven cleanup. An admin can, however, ask a file/folder owner to keep sharing or not by using the actions in the Insights area during the set grace period.

Files/folders can be shared externally for a maximum of

This sets the amount of days files/folders are allowed to be extended at a time by users. When users are asked to stop or keep sharing a file/folder, this is the maximum number of days they can choose to extend the sharing.

Teams can be shared externally for a maximum of

This sets the amount of days teams are allowed to be extended at a time by users. When users are asked to stop or keep sharing a team, this is the maximum number of days they can choose to extend the sharing.

Calculate file/folder cleanup date from

Using the dropdown here allows you to pick whether the cleanup date on the shared file, folder, or team is calculated from...

• Last modified - changes to the properties of the item, for instance, alterations in permissions and renaming of the file or simply saved activity on the item itself.
• Created - the time when the item was created.

Allow user-driven cleanup on weekends

The user-driven cleanup will also happen on weekends (Saturdays and Sundays) when toggled on. This means that users will also receive notification emails and cleanup will be carried out during those days.

If you have started a cleanup cycle that runs from Saturday to Saturday, and then toggle this setting off, the cycle will be pushed to running Monday to Monday. Read more about the cleanup cycle and notifications here.

Automated cleanup

The settings in this section form the basis of your automated cleanup process. This is the cleanup that runs automatically in the background to ensure compliance.

To save changes to the settings, click SAVE SETTINGS in the section footer.

Automated cleanup

The green or red dot in this line indicates whether or not all the settings in this section (Automated cleanup) are active. Toggling the entire section on and off happens in the footer at the bottom of the section. 

Cleanup these (Azure AD) users only

Clicking MANAGE here will allow you to select the specific user groups you want to be part the automated cleanup. If you don't select any groups here, no users will be included in the automated cleanup.

By ticking SAME GROUPS AS USER-DRIVEN CLEANUP you can choose to include the same groups as the ones you picked in Cleanup users in these (Azure AD) groups only under User-driven cleanup.

The items listed under Available groups are the Microsoft 365 groups in your Azure Active Directory. 

Cleanup items on these apps/services

This setting allows you to limit the cleanup to certain apps/services in your Microsoft environment. 

This can be useful if your organization, for instance, has the approach that the users' OneDrive is for personal or private documents. If that's the case, simply exclude OneDrive from the user-driven cleanup.

Automatically stop sharing inactive files/folders/teams externally after

This sets the number of days files, folders, and teams are allowed to be shared externally from their "last modified" date. After this period has passed, the external sharing of the file/folder/team will automatically be revoked without the involvement of the item's owner.

As this setting and the one below are quite blunt instruments that can have far-reaching consequences, we have included a little "are you sure?" dialogue when toggling.

Using a timeframe that is easy to communicate to your organization - such as 100 days - can be a good idea if you choose to use this setting.

Automatically stop sharing files/folders/teams externally that are older than

This sets the maximum age allowed for files, folders, and teams shared externally. The age of an item is calculated from its creation date. After this period has passed, the external sharing of the file/folder/team will automatically be revoked without the involvement of the item's owner.

Using a timeframe that is easy to communicate to your organization - such as 365 days - can be a good idea, if you choose to use this setting.

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