Setting or updating a retention date or retention period

An EMC Centera store or NetApp SnapLock store is retention-enabled when a default retention date is required for all objects saved to that store.

You can assign specific retention dates for content stored in a retention-enabled store. A retention date is the date to which the content file must be retained. If a retention date is defined for content in the storage system, the file cannot be removed from the repository until that date. For example, if you set the retention date for an object to February 15, 2011, the content cannot be removed until that date.

When a retention date is set for an object, it is set for all renditions associated with page 0 (zero) of the object. Content Server moves the selected object and all of its associated renditions to a retention-enabled storage area. If there are multiple retention-enabled storage areas in the repository, you must select the target storage area. To set a retention date, you must belong to the Webtop administrator role and have at least WRITE permission on the object, and the Centera or SnapLock store must be retention-enabled.

You can alternatively assign a retention period for content stored in a retention-enabled store. A retention period is the amount of time for which the content must be retained. If a retention period is defined, you cannot remove the file from the repository until that period has expired. For example, if the retention period is set to five years and the current date is January 1, 2007, the content file cannot be removed before January 1, 2012.

To set or update a retention period or retention date for a document or other repository object:

  1. Navigate to the cabinet or folder containing the object for which you want to specify a retention date.

  2. Select the object, then select Tools > Set Retention Date.

    The Set Retention Date page is displayed.

  3. To set a retention period for the primary content and renditions associated with page 0 of this object, select Retention Period, type a number in the text box, and choose Dates or Years from the drop-down list.

  4. To set a retention date, select Retention Date, click the calendar button associated with the Retention Date field, and select the retention date for the primary content and renditions associated with page 0 of this object.

  5. If the repository has more than one retention-enabled store, select the name of a storage area from the pull-down menu on the Retention Enabled Store field.

  6. Click OK.