Create smart rules with policy management
ShArc Policy Management gives IT admins the power to create automated offloading rules that decide which files should stay in SharePoint and which should move to Azure Blob Storage. With hierarchical control, flexible criteria, and smart overrides, you can design policies that match your organization’s unique data strategy.
Manage policies global or specified
ShArc policies follow SharePoint’s natural hierarchy. General company-wide rules can be refined by departments, subsites, or even libraries. More specific rules automatically override higher-level ones, so each team gets exactly what it needs.
- Hierarchical policy structure: create policies at domain, site, subsite, or library level flexible criteria.
- Rules can be defined based on: file size, age, or both.
- Smart override system: lower-level policies automatically override higher-level ones.
Set up exclusions or combine criteria
You can also set up exclusions and decide which data will not be offloaded.
- Exclusion support: exclude specific locations from offloading policies.
- Combined criteria: use and logic to create precise offloading conditions.
Advantages of policy management
- Safe and smart offloading
- Regulary archiving of cold data
- Confidence that only what really needs to be removed from storage will be offloaded
ShArc policy management gives you full control over all offloading rules and ensures that cold data is regularly transferred to low-cost storage. Exclusions also allow you to ensure that only certain data is offloaded.
Ready to manage your data? Configure your first policies in under 5 minutes.

