Overview
- Multiple stage retention policies allow specification of the entire lifecycle of a document as one policy (e.g. review Contracts every year, and delete after 7 years)
- Sarbanes–Oxley Act of 2002 requiring records to be kept for a certain amount of time
and you can set review periods for records in between the time they are declared and when they are destroyed - SharePoint 2010 has the ability to create hierarchal folder structures and manage retention at each folder within the hierarchy (while providing the ability to inherit retention settings from parent folders)
- Retention policies can be set up by content type, library or folder
- By default, retention is enabled within a SharePoint site collection but there is a feature that can allow override of retention schedules on folders or libraries which is activated as a Site Collection Feature:
- Enable-SPFeature -id LocationBasedPolicy -url “<site collection url>”
- Retention policies are created in Site Settings –> Site Collection policies or Content Type Settings/List Settings –> Information management policy settings
- The OOTB Actions when a stage occurs include:
- Moving the item to the Recycle Bin
- Permanently Delete the item
- Transfer to another location
- Invoke a workflow
- Skip to the next stage in the policy
- Declare the item as a record
- Delete all previous drafts of the items
- Delete all previous versions
- The settings also allow a user to schedule recurrence on retention stages
API Reference – (Microsoft.Office.RecordsManagement. InformationPolicy Namespace)
using (SPSite site = new SPSite("http://devsp2010:1000"))
{
using (SPWeb web = site.OpenWeb())
{
SPList list = web.Lists["Shared Documents"];
SPContentType ctype = list.ContentTypes["RezDocument"];
if (Policy.CanHavePolicy(ctype))
{
PolicyCatalog pc = new PolicyCatalog(site);
var policy = (from p in pc.PolicyList.OfType<Policy>()
where p.Name == "expireme" select p).First();
Policy.CreatePolicy(ctype, policy);
Policy.ProcessChanges(site);
}
}
}
The complete list of this series can be seen by the following links:
1. Introduction
2. Document IDs
3. Managed Metadata Service (Term Store)
4. In-Place Records Declarations
5. Site Collection Auditing
6. Content Organizer
7. Compliance Details
8. Hold and eDiscovery
9. Content Type Publishing Hubs
10. Multi-Level Retention
11. Virtual folders and metadata based navigation
12. Scaling
13. Send To…
14. Document Sets
References
http://technet.microsoft.com/en-us/library/cc263464(office.14).aspx