Rez's SharePoint Blog Spot

Overview

• Multiple stage retention policies allow specification of the entire lifecycle of a document as one policy (e.g. review Contracts every year, and delete after 7 years)
• Sarbanes–Oxley Act of 2002 requiring records to be kept for a certain amount of time
  and you can set review periods for records in between the time they are declared and when they are destroyed
• SharePoint 2010 has the ability to create hierarchal folder structures and manage retention at each folder within the hierarchy (while providing the ability to inherit retention settings from parent folders)
• Retention policies can be set up by content type, library or folder
• By default, retention is enabled within a SharePoint site collection but there is a feature that can allow override of retention schedules on folders or libraries which is activated as a Site Collection Feature:
  • Enable-SPFeature -id LocationBasedPolicy -url “<site collection url>”

• Retention policies are created in Site Settings --> Site Collection policies or Content Type Settings/List Settings --> Information management policy settings
• The OOTB Actions when a stage occurs include:
  • Moving the item to the Recycle Bin
  • Permanently Delete the item
  • Transfer to another location
  • Invoke a workflow
  • Skip to the next stage in the policy
  • Declare the item as a record
  • Delete all previous drafts of the items
  • Delete all previous versions
• The settings also allow a user to schedule recurrence on retention stages

API Reference – (Microsoft.Office.RecordsManagement. InformationPolicy Namespace)

using (SPSite site = new SPSite("http://devsp2010:1000"))

{

    using (SPWeb web = site.OpenWeb())

    {

        SPList list = web.Lists["Shared Documents"];

        SPContentType ctype = list.ContentTypes["RezDocument"];

        if (Policy.CanHavePolicy(ctype))

        {

            PolicyCatalog pc = new PolicyCatalog(site);

            var policy = (from p in pc.PolicyList.OfType<Policy>() 

                          where p.Name == "expireme" select p).First();

            Policy.CreatePolicy(ctype, policy);

            Policy.ProcessChanges(site);

        }

    }

}

The complete list of this series can be seen by the following links:

1. Introduction
2. Document IDs
3. Managed Metadata Service (Term Store)
4. In-Place Records Declarations
5. Site Collection Auditing
6. Content Organizer
7. Compliance Details
8. Hold and eDiscovery
9. Content Type Publishing Hubs
10. Multi-Level Retention
11. Virtual folders and metadata based navigation
12. Scaling
13. Send To...
14. Document Sets

References

http://technet.microsoft.com/en-us/library/cc263464(office.14).aspx
http://msdn.microsoft.com/en-us/library/microsoft.office.recordsmanagement.informationpolicy(office.14).aspx
http://social.msdn.microsoft.com/Forums/en/sharepointdevelopment/thread/36e1b9cb-ed80-428a-8bba-9c8c939d176d