Minimizing minor versions

versions-pinchIn my earlier post I talked about minor versions (drafts) in SharePoint. Since the concept is not well understood and you can not limit the number of minor versions, they can cause issues in your team sites.

How to know you have many minor versions?

First of all, your Site Collection Usage Summary > Documents will show you if there are documents that use a lot of space because of their versions. You will need to check the document library settings, and/or create a view including the “version” column, to know if this could be caused by many minor versions.

Next to that, there are reporting tools that can check all libraries for their settings, including versioning settings, or can give you a report of documents with many versions.

How to check if minor versions can be removed?

Talk to the content owner. I have found that the content owner is not always aware that versioning has been enabled, does not always know how it works, or that versions eat storage space. Once they understand, they will generally be cooperative.
(Microsoft, it would be nice if you would show “versioning enabled” in the document library tile – remember? )

For site (home)pages, keeping many versions does not make much sense. Most issues occur with site owners who can not edit their page (because it has been checked out) or with web parts that have been accidentally closed. I have never needed to restore a page.
Limiting versions to 5 major and  minors on 1 major version is usually sufficient. (I call that 5/1)

Good settings for versioning
Good settings for versions when there is a process. This setup keeps 5 major versions, and drafts only on the latest major version. As soon as you create a new major version, the old drafts will be removed.

If you have a formal document publishing process things may be different, but again it helps to talk to the content owner about the exact process. Quite often it is not necessary to keep old drafts of documents once a new version is published. Especially if nobody adds comments about the changes, old drafts add no value.
Setting the minor versions to “on 1 major only” can often be done easily without too much resistance once the content owner knows what the versioning settings mean.

How to remove minor versions?

  1. Automatic – The best way is to limit the number on the 2nd box to 1. This will remove the earlier minor versions on earlier majors whenever you publish the latest draft.
  2. Manual – All minors for the document.  Look at the Version history of the document and select “Delete all minor versions”. The versions will go to the Recycle Bin.
  3. Manual – Individual versions. Look at the version history of the document and remove minor versions one by one if you only want to remove a few.
  4. Workflow – Run a workflow that removes minor versions.

You are allowed to remove minor versions  – how to proceed?

When you have established that you can change the versioning settings from unlimited to e.g. 5/1, you may want to do the following cleanup next to free up space. You can also wait until all documents have been edited, but that may take more time than you have.
This is the manual method because you will do a selective cleanup:

  1. In the document library, create a view that includes file size, version and modified date.
  2. Identify documents that are large, documents that have many versions (generally, having a version “20.11” is a clue for more minor versions) and documents that have not been modified for a year or longer.
  3. Delete minor versions for large documents.
  4. Delete minor versions for reasonably sized files that have many minor versions.
  5. Delete minor versions for old final documents. These are unlikely to be edited anymore so the drafts will no longer be necessary.
  6. Switch versioning settings to limit the minors to 1.
Deleting all minor versions for a file.
Deleting all minor versions for a file. This is shown in “version history” for each document.

Please note that switching to “only major versions” does NOT remove the minor versions that are already there, not even when you edit the document.  You have to remove the superfluous versions from each document first.  So if you come from a situation of unlimited major and minor versions, always set the minor versions to “on 1 major only”.

See also my earlier post about versions.

This all may seem like a lot of hassle, but if you, like me, have been struggling with freeing up storage space, every little bit helps!

Image courtesy of marcolm at FreeDigitalPhotos.net

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