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Manage SharePoint site lifecycle, ownership, and advanced governance using SharePoint Advanced Management (SAM).

SharePoint Site Lifecycle Management

SharePoint Advanced Management (SAM) provides enterprise governance capabilities for managing the complete lifecycle of SharePoint sites—from creation through archival and deletion.

Part of Purview Implementation

This guide is referenced from the Purview Implementation Guide. Site lifecycle management creates the foundation for effective data governance.


Why Site Lifecycle Management Matters

ProblemImpactSAM Solution
Orphaned sitesNo owner = no accountabilityOwnership enforcement
Stale contentStorage costs, eDiscovery noiseInactive site policies
OversharingData exposure, Copilot risksAccess reviews
Ungoverned creationSite sprawlProvisioning controls

Key Capabilities

Site Ownership & Accountability

Every site needs an accountable owner. SAM enforces this:

FeatureWhat It Does
Ownership policiesRequire sites to have active owners
Orphan detectionIdentify sites with no/departed owners
Owner notificationsAlert owners about inactive sites
Ownership transferStreamline handoff when owners leave

Inactive Site Management

Sites that aren't being used create risk and cost:

PolicyAction
90-day inactive warningEmail owner about inactivity
180-day inactiveRestrict to read-only
365-day inactiveArchive or delete

Access Governance

Review and remediate oversharing:

FeatureWhat It Does
Data Access GovernanceSurface sites with broad permissions
Sharing reportsIdentify external sharing
Access reviewsPeriodic owner certification

Implementation

Step 1 – Audit Current Site State

Goal: Understand your current site landscape before applying policies.

Click-Ops (SharePoint Admin Center):

  1. Navigate to SharePoint Admin Center > Active sites
  2. Review site list and note:
    • Sites without primary owners
    • Sites with no recent activity
    • Sites shared with "Everyone"
  3. Export site list for analysis

PowerShell:

Connect-SPOService -Url "https://yourtenant-admin.sharepoint.com"

# Get all sites with ownership info
Get-SPOSite -Limit All | Select-Object Title, Url, Owner, LastContentModifiedDate, 
    SharingCapability, StorageUsageCurrent |
    Export-Csv -Path "SiteAudit.csv" -NoTypeInformation

# Find orphaned sites (owner no longer in directory)
$Sites = Get-SPOSite -Limit All
foreach ($Site in $Sites) {
    try {
        $Owner = Get-MgUser -UserId $Site.Owner -ErrorAction Stop
    } catch {
        Write-Host "Orphaned: $($Site.Url) - Owner: $($Site.Owner)" -ForegroundColor Yellow
    }
}
Step 2 – Configure Ownership Policies

Goal: Ensure every site has an accountable owner.

Click-Ops:

  1. Navigate to SharePoint Admin CenterPoliciesSite lifecycle management
  2. Enable Require site owners
  3. Configure notifications:
    • Warn when owner account is disabled
    • Notify secondary admins
  4. Set escalation path for orphaned sites
Step 3 – Configure Inactive Site Policies

Goal: Automatically manage sites that are no longer in use.

Inactive Site Policy Location

The Inactive Site Policy has moved in the SharePoint Admin Center. Depending on your tenant, you may find it under:

  • PoliciesSite lifecycle managementInactive sites
  • Or via ReportsSite lifecycle management

Click-Ops:

  1. Navigate to SharePoint Admin CenterPoliciesSite lifecycle management
  2. Select Inactive sites tab
  3. Enable Inactive site policy
  4. Configure thresholds:
    • Warning: 90 days inactive
    • Read-only: 180 days inactive
    • Archive/Delete: 365 days inactive
  5. Set notification frequency

Recommended Settings:

Site TypeWarningRead-onlyArchive
Team sites90 days180 days365 days
Communication sites120 days240 days2 years
Project sites60 days120 days180 days
Step 4 – Configure Sharing Defaults

Goal: Set secure defaults for how sites can be shared.

Tenant-Level Settings:

SettingRecommended ValueReason
External sharingNew and existing guestsIdentity-based, auditable
Default link typeSpecific peopleNo accidental broad sharing
Anonymous linksDisabledRequires authentication
Guest expiration90 daysAutomatic cleanup

Click-Ops:

  1. Navigate to SharePoint Admin Center > Policies > Sharing
  2. Set organization-level sharing capability
  3. Configure link defaults and expirations
  4. Enable guest access expiration

PowerShell:

Connect-SPOService -Url "https://yourtenant-admin.sharepoint.com"

# Set tenant defaults
Set-SPOTenant -SharingCapability ExternalUserAndGuestSharing
Set-SPOTenant -DefaultSharingLinkType Internal
Set-SPOTenant -RequireAnonymousLinksExpireInDays 0  # Disable anonymous
Set-SPOTenant -ExternalUserExpirationRequired $true
Set-SPOTenant -ExternalUserExpireInDays 90
Step 5 – Enable Data Access Governance (DAG)

Goal: Surface sites with overly permissive access for review.

Click-Ops:

  1. Navigate to SharePoint Admin CenterReportsData access governance
  2. Review reports:
    • Sites shared with "Everyone except external users"
    • Sites with large group membership
    • Sites with external guests
  3. Create access review campaigns for high-risk sites

Integration with DSPM: Data Access Governance findings feed into DSPM for unified risk visibility. Sites identified here appear in DSPM's oversharing alerts.


Site-Level Overrides

For specific high-risk sites, apply stricter controls:

Site TypeSharingAccessLifecycle
HRInternal onlyRestrictedNever auto-delete
LegalInternal onlyRestrictedLegal hold enabled
Research (CUI)Approved guests onlyConditional AccessGrant-based retention
General projectsNew/existing guestsStandard365-day inactive

PowerShell (Per-Site Override):

# Lock down HR site
Set-SPOSite -Identity "https://tenant.sharepoint.com/sites/HR" `
    -SharingCapability Disabled `
    -DisableCompanyWideSharingLinks $true

# Research site with controlled external
Set-SPOSite -Identity "https://tenant.sharepoint.com/sites/Research-CUI" `
    -SharingCapability ExistingExternalUserSharingOnly `
    -SharingAllowedDomainList "partner.edu,collaborator.gov"

Validation Checklist

#ItemSuccess Criteria
1Ownership policyAll sites have active owners
2Inactive policyNotifications configured
3Sharing defaultsAnonymous links disabled
4DAG reportsReviewed and remediation planned
5High-risk sitesLocked down

Copilot Readiness {#copilot-readiness}

AI Deployment Preparation

Before deploying Microsoft Copilot, ensure your SharePoint governance is ready to prevent AI from surfacing sensitive or overshared content.

Pre-Copilot Checklist

TaskWhy It Matters
Run DAG reportsIdentify overshared sites before Copilot indexes them
Apply sensitivity labelsCopilot respects label permissions and encryption
Review "Everyone" sharesCopilot can surface content shared too broadly
Enable Restricted SharePoint SearchExclude sensitive sites from Copilot indexing
Validate site permissionsCopilot inherits user permissions—fix overpermissioned sites

For highly sensitive sites that should never appear in Copilot results:

  1. Navigate to SharePoint Admin CenterPoliciesSharingRestricted SharePoint Search
  2. Enable site restriction
  3. Add sites to exclude:
    • HR sites with employee records
    • Legal/compliance sites
    • Research data with export controls
Purview Integration

For comprehensive Copilot governance, also configure Restricted SharePoint Search in Purview.