Create an Information Management Policy for a List - Exercise

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Create an Information Management Policy for a List - Exercise

Create an Information Management Policy for a List

Duration: 10 to 15 minutes.

The Information Management policy settings only come with the pay versions of SharePoint so this exercise will not work with SharePoint Foundation.

  1. Navigate to your team site.
  2. Create a new document library named "Info Mgmt" to use for this exercise.
    1. Click the Settings menu and select the Add an app link from the drop-down of choices. Exercise - Information Management Policy
    2. Click the Document Library link in the list of templates.
    3. In the Adding Document Library dialog form that opens, type "Info Mgmt" in the Name field.
    4. Click the Create button to complete creating the library.
  3. Create an Information Management Policy setting for the Info Mgmt library that permanently deletes documents after one day.
    1. Click the new Info Mgmt library link in the Quick Launch menu. Exercise - Information Management Policy
    2. Click the Library Settings button on the LIBRARY tab toolbar. Exercise - Information Management Policy
    3. Click the Information management policy settings link under the Permissions and Management group of the Settings page. Exercise - Information Management Policy
    4. Click the Change Source link on the Information Management Policy Settings page. Exercise - Information Management Policy
    5. Click the Library and Folders radio button to change the Source of Retention. Exercise - Information Management Policy
    6. Click the OK button on the Message from web page dialog warning you about content type retention schedules being ignored.
    7. Click the Add a retention stage... link in the Library Based Retention Schedule area. Exercise - Information Management Policy
    8. Type "1" in the Amount of time field and change the Unit of time field to days. Exercise - Information Management Policy
    9. Change the Retention Action field to Permanently Delete. Exercise - Information Management Policy
    10. Click the OK button to save the stage property settings.
    11. Click the OK button to save the retention schedule for the library.

      Due to the shortest duration being one day, you cannot verify the Information Management Policy works as part of the lab. If you will have access to your SharePoint server for at least the next 24 hours, you can create or upload a new document into the library and verify it is deleted after the duration period has elapsed.

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