Retention Policy for content type in SharePoint 2010


In this article we will be seeing about retention policy for content type in SharePoint 2010.

In SharePoint 2010 we can apply the retention policy to a content type, to a list or document library, to a folder. Here we will be applying the retention policy to a content type.

For example I will be creating the following retention policy.

  • Any document created should be declared as a record after 2 months.
  • Any declared record should be transferred to other location after 2 months.

Retention Policy for content type:

  • Go to Site Actions => Site Settings => Galleries => Site Content Types =>Select the content type for which you want to apply the retention policy.
     
  • Go to the Site content type => Settings =>Information policy management settings.

    image1.gif
     
  • Check the "Enable Retention" option in the Retention.

    image2.gif
     
  • Click on "Add a retention stage" link.

    image3.gif
     
  • In the Event category select the time period as shown in the following.
     
  • In the Action category select the option "Declare Record".

    image4.gif
     
  • Click Ok.
     
  • Similarly create the other stage policy as shown in the following.

    image5.gif

     
  • Retention Policies for the content type:

    image6.gif

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