Defining Information Policy for a List

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Defining Information Policy for a List

Defining Information Policy for a List

By default, SharePoint lists and libraries will use the Information Management Policy defined in the content type of an item. Optionally, you can set a list or library to have its own Information Management Policy that will override any policies defined by a content type.

The following walk-through will show you how to create a new document library and define an Information Management Policy for it.

  1. Create a new document library named "Managed Docs Demo".
    1. Click the Settings menu and choose the Add an app option.
    2. Click the Document Library link in the list of templates.
    3. Type "Managed Docs Demo" in the Name field.
    4. Click the Create button to finish creating the new document library.
  2. Define an Information Management Policy for the Managed Docs Demo library.
    1. Click the new Managed Docs Demo library link in the Quick Launch menu.
    2. Click the Library Settings button on the LIBRARY tab toolbar.
    3. Click the Information management policy settings link under the Permissions and Management group. Information Management Policy for a List
    4. Click the Change Source link on the Information Management Policy Settings page. Information Management Policy for a List
    5. Click the Library and Folders radio button to change the Source of Retention. Information Management Policy for a List
    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. Information Management Policy for a List
    8. Type "1" in the Amount of time field and change the Unit of time field to days. Information Management Policy for a List
    9. Change the Retention Action field to Permanently Delete. Information Management Policy for a List
    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 walk-through. If you will have access to a 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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