software:squirrel:site_custom_policies []

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===== Site Custom Policies =====

The Site Custom Policies feature in [[https://www.smikar.com/squirrel/|Squirrel
]] allows administrators to create site-specific archiving rules that override the global settings.

This is useful when different sites require different retention criteria — for example, keeping large engineering drawings for longer, or excluding temporary project files.

⚠️ Important: Site-specific policies always override global settings for the same options. For example:

If the global minimum file size is set to 1 MB, and a custom site policy specifies 5 MB, the 5 MB rule will apply to that site only.

This applies to all custom policy options: file types and minimum file size.

==== 📝 Creating a Custom Policy ====

| 🧭 Open the Site Custom Policies window from the Site Archive Settings side panel. | {{:software:squirrel:site_custom_button.png?400}} |
| 🌐 Use the Select Site field to choose the SharePoint site you want to target. | {{:software:squirrel:custom_window.png?400}} |
| 📂 Configure Archive Only These File Types (whitelist) or leave empty to allow all file types. | {{:software:squirrel:custompolicies:custom_policy_archiveonly.png?400}} |
| 🚫 Configure Exclude These File Types (blacklist) to block certain extensions (e.g., .tmp, .log, .cache). | {{:software:squirrel:custompolicies:custom_policy_exclude.png?400}} |
| 📏 Set a Minimum File Size to only archive files larger than this threshold. Leave at 0 for no minimum. | {{:software:squirrel:custompolicies:custom_policy_size.png?400}} |
| 💾 Click Save Custom Policy to apply changes. | |

==== 📋 Policy Options Explained ====

^ Option | Description ^
| Archive Only These File Types | Whitelists file extensions for archiving (e.g., .docx, .pdf, .mp4). Only these file types will be captured. Leave empty to capture all file types. |
| Exclude These File Types | Blacklists file extensions from archiving (e.g., .tmp, .log, .cache). These files will never be archived. |
| Minimum File Size | Ensures only files larger than a specified size are archived. Useful for ignoring very small or trivial files. Leave empty or set to 0 for no restriction. |

==== 📊 Managing Policies ====

Multiple custom policies can exist across different sites.

Use the Existing Policies tab to view, edit, or delete previously created policies.

Policies take effect immediately and will override global rules on the next archive run.

==== ✅ Best Practices ====

Apply custom rules only where business requirements differ from global defaults.

Use whitelists for sensitive sites where only specific file types should be retained.

Use blacklists for high-volume sites to prevent unnecessary archiving of junk data.

Review custom policies regularly to confirm they still align with compliance and governance standards.