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Advanced Actions for SharePoint

In addition to the Email Alert ,Migrate Document and additional classification, the following actions are available for the SharePoint content source type:

  • Migrate Document including copy and move operations

  • Document property field (metadata) update, including:

    • Send fixed value, send crawled value — these actions apply new metadata value entered by user or retrieved from the related NDC database field, respectively.
    • Send classification value — this action writes classification metadata (Taxonomy) into the selected property field (Field Name). If multiple classification values are applied, they will be written using delimiters.
    • Write O365 Label, Remove O365 Label — use these actions to write or remove Office 365 retention label as document metadata. These labels are typically used to automatically apply data protection policies to your documents.

    NOTE: These actions require Microsoft Office 365 retention labels to be configured. See this Microsoft article for details.

    • Filtered Targeted Meta Update — this advanced action can be used to update a SharePoint property based on rules embedded in the taxonomy clues. Enter the document property to update in the Update Field, then select the required Taxonomy and enter Match Field, i.e. the field name/clue to match on.

  • Apply MIP Label, Remove MIP Label — these actions, respectively, apply and remove sensitivity label to/from a document stored on a file system, using Microsoft Information Protection (MIP). This helps to automate protection policies application. See Modify MIP Label for details.

To configure actions for SharePoint documents using the Advanced interface:

  1. In administrative web console, navigate to Workflows and select the workflow you want to configure action for.
  2. Click the workflow, then click Add next to Rule Actions.
  3. In the Add Action dialog, select the action you need from the SharePoint section in the Action Type list.

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SharePoint Content Type Hubs

SharePoint 2010+ supports Enterprise Content Types allowing Content Types to be defined on a Publishing SharePoint site with one or more secondary sites consuming the Enterprise Content Types.

Once Netwrix Data Classification for SharePoint is installed on the SharePoint Farm, it is possible to define SharePoint workflow actions at the SharePoint Content Type Hub site. Any actions of type Content Type Update may be run on the site collection itself however they may also be run on consuming SharePoint Site collections.

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To configure a Workflow to run against all sites that consume a Content Type Hub please follow the below steps:

  1. Navigate to Workflows → Configs → Content Type Hubs
  2. Select Add
  3. Enter the connection details for the Content Type Hub Site Collection
  4. Once added, navigate back to the main Workflows screen, and select the newly added group from the Workflow Groups grid
  5. Finally, select Add and create the Workflow as normal.