Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

Alan Andolsen — Mon, 19 Jun 2006 17:00:11 GMT

The image of the Expiration policy page is much too small. Since this is a key element in a good ecords management program application, you might include a clickable full size image so your audience can read the text on the page.

re: Records Management Feature: Information Management Policies (Part I)

Mantvydas — Mon, 19 Jun 2006 20:56:00 GMT

Very interesting.

I haven't delved deep into what's possible to do with that, but the very first thing that came to my mind is a policy enabling to protect content on the intranet. An ability for internal documents to be only possible to view to get acquaintant with, but not download, copy from or print.

re: Records Management Feature: Information Management Policies (Part I)

recman — Tue, 20 Jun 2006 03:33:34 GMT

@Alan Andolsen:

Thanks for pointing out that the image in the posting was hard to read.

Here's a link to a larger image of the expiration policy feature: http://blogs.msdn.com/photos/recman/images/637793/original.aspx

Ethan Gur-esh, Program Manager

re: Records Management Feature: Information Management Policies (Part I)

recman — Wed, 21 Jun 2006 19:40:11 GMT

@Mantvydas:

Thanks for the comment! Microsoft Office SharePoint Server 2007 has a feature intended to address exactly the scenario you're describing. Take a look at this post on Microsoft's "Enterprise Content Management” blog about Information Rights Management in Microsoft Office SharePoint Server 2007: http://blogs.msdn.com/ecm/archive/2006/06/09/624520.aspx

Thanks,
Adam Harmetz
Program Manager

re: Records Management Feature: Information Management Policies (Part I)

Mantvydas — Wed, 28 Jun 2006 02:06:30 GMT

Thanks. I will definitely use that information in my plans for IRM.

As far as I see, that's only gonna be possible with MOSS 2007, and not the next version of WSS.

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re: Records Management Feature: Information Management Policies (Part I)

recman — Fri, 01 Sep 2006 20:37:17 GMT

Here are answers to a few questions about this post that we received via e-mail:

Question 1:
Can the RM policies be set at the document or folder level? Or are they only set at the Document Library, List, and Content level?

Answer:
RM policies are set at the Document Library, List, and Content Type level, but can take into account document-specific information. (For example, an expiration policy of "last modified date + 3 years" can be specified on a content type, but the actual enforcement of that policy on each document is affected by the date each item was modified.

Also because an individual document library or list can utilize multiple Content Types, users can implicitly choose the appropriate policy for each document within a library or list by choosing the appropriate Content Type for the document.

Question 2:
I am not quite sure what is meant by the term "Content". Is Content a descriptor for documents in a document library? Or is Content a reference to items like web parts? Or is it simply a new document storage area?

Answer:
In general we've been using the word "Content" on this blog to generically refer to "documents or list items". (For example, when we mean that policies can be applied to document or list items, we sometimes just say that policies can be applied to "content".)

Thanks to everyone who has been submitting questions to us via comments or the e-mail contact form. Please keep them coming!

- Ethan Gur-esh, Program Manager

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re: Records Management Feature: Information Management Policies (Part I)

mpang — Wed, 14 Mar 2007 01:19:59 GMT

Is there a way to apply a global content retention policy template to all site collections in a farm? Can it be done with stsadm?

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re: Records Management Feature: Information Management Policies (Part I)

ranyn1 — Tue, 18 Mar 2008 09:14:47 GMT

Hi,

We have moss 2007 sp1. We have been trying to use the expiration policy on the list items as well as the discussion forums. The policy does not return any errors and at the same time it does not work at all. It does not clear any content.

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re: Records Management Feature: Information Management Policies (Part I)

sujata — Tue, 30 Jun 2009 09:57:37 GMT

In my case, the Start this workflow: is disable. How I can enable it so that I can attach a workflow in Expiration policy .

re: Records Management Feature: Information Management Policies (Part I)

umangshah55 — Thu, 30 Jul 2009 21:01:46 GMT

also in my case its disabled.

i know "This feature is only available if you are defining a policy for a content type that already has a workflow associated with it.

but where should i enable workflow.. i dont know..

sujata if you find any solution please let me know. in my case it works if i go to list and then add policy

Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

2007 MOSS Resource Links (Microsoft Office SharePoint Server)

re: Records Management Feature: Information Management Policies (Part I)

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E-mail Records Management, Part 3: E-mail Retention

re: Records Management Feature: Information Management Policies (Part I)

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re: Records Management Feature: Information Management Policies (Part I)

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re: Records Management Feature: Information Management Policies (Part I)

re: Records Management Feature: Information Management Policies (Part I)

Records Center Q&A