Sharepoint 2013 : Creating content type retention policies on a library

9/13/2013 2:21:19 AM

Retention policies cover both the automated retention and expiration of documents. One simple retention policy would be to automatically remove documents from a library that have not been modified in a very long time or to remove previous drafts (older versions) of a document after a period of time.

Content type retention policies can be defined site-wide, or they can be defined within a single library. The steps below cover adding a content type policy to a library.

Create a content type retention policy on a library

In a document library, on the ribbon, click the Library tab and then, in the Settings group, click Library Settings.
On the Library Settings page, in the Permissions And Management section, click the Information Management Policy Settings link.
On the Information Management Policy Settings page, in the Content Type Policies section, click one of the content types.

Tip

When specifying the date field and duration on a retention stage, you are choosing how long to wait before the retention is triggered. For example, the rule “Modified + 2 Years” indicates the rule will first execute when the record has not been modified for two years.
In the Retention section, select the Enable Retention check box.
Click the Add A Retention Stage link.
In the Stage Properties dialog box, in the Event section, choose a date field and duration after which the retention policy is executed.
In the Action section, choose an action to apply when the stage is executed.
In the Recurrence section, choose whether to repeat the stage and duration after which to repeat it.
Click OK.

Tip

You can continue to add additional retention policy stages after the first. For example, after you delete document drafts, you could add a later stage to delete the latest version of a document.

Tip

You should only add recurrence to a policy stage if you are going to have a second stage; otherwise, this stage will continue to execute forever, regardless of the trigger event.

Others

- Sharepoint 2013 : Accessing list information management policies

- Sharepoint 2013 : Introduction to information management policies, Accessing site content type information management policies

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