Back to Portfolio

SharePoint Document Lifecycle Management

Enterprise SharePoint automation tools for document archival, version history cleanup, and storage optimization. Certificate-authenticated, dry-run capable, and built for compliance-required retention policies.

PowerShell SharePoint Online PnP PowerShell Graph API Automation

Overview

Built a suite of PowerShell tools for managing document lifecycle policies in SharePoint Online. Handles age-based file archival, version history cleanup, and storage optimization across large document libraries - all with dry-run modes for safe preview before execution.

Key Features

  • File archival based on document age or last accessed date
  • Configurable age threshold (years) with interactive site and library selection
  • Complete folder hierarchy preservation during moves between libraries
  • Version history cleanup to reclaim storage from excessive file versions
  • Dry-run mode for safe preview of all operations before committing
  • Test limit mode to validate moves on a small batch before full execution
  • Detailed logging with timestamps, file sizes, and error CSV export
  • Progress bars with file counting for large library operations

Technical Highlights

  • PnP.PowerShell module with certificate-based authentication
  • Server-relative URL path calculation for cross-library moves
  • Automatic destination folder creation via Resolve-PnPFolder
  • Per-file error tracking with structured error export
  • File size formatting (GB/MB/KB) for storage impact reporting
  • Multiple archival strategies: by creation date, last modified, and last accessed
  • Graph API variant for version cleanup operations

See more of our work

Check out the rest of the projects and problems we've tackled.

View Portfolio