The Retention feature preserves files in Egnyte Connect sources based on default policy, custom policy, or folder location specifications. Retention protects business-critical files while helping Administrators comply with data retention laws, regulations, contract requirements.
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Specify a Default Retention Period
- Navigate to Settings and select Retention.
- In the General Retention Settings section, select the default retention (time) period from the drop-down.
This default will apply to all files in the Egnyte Connect sources. If multiple retention periods cover the same file, the longest of the retention periods will apply.
Specify a Content Retention Policy
Custom content retention policies let Administrators retain specific files. The custom policies cover files based on matches to classification policies or folder locations. Files covered by multiple retention policies are retained according to the policy with the longest retention period.
- Navigate to Settings and select Retention. In the Content Retention Policies section, click Add Policy.
- Start by entering a policy name, description, and retention period. Then, select the files to retain. You can choose to apply the policy to files that are contained within selected folders or that match selected classification policies (beta).
- Click Configure
- If you choose are contained within selected folders, you'll be able to select each folder that will be subject to the retention policy. When you select a folder, all sub-folders are included by default, but you can exclude any of these sub-folders as needed.
If you select match selected classification policies (beta), you can to choose the classification policies, like GDPR or CCPA, the files will be matched against. You can select built-in policies or custom policies.
- Once all of your parameters are set, click Create policy.
As soon as you create a new policy, Egnyte Protect will start scanning your Egnyte Connect domains for matching files.
Make Changes to a Content Retention Policy
If you ever need to make changes to a custom retention policy, like adding more folders to scan, follow the instructions below.
- Navigate to Settings and select Retention. In the Content Retention Policies section, click the three dots next to the policy you need to adjust.
- Select the appropriate option from the drop-down and make your changes.
Edit policy: Make changes to the existing policy
Delete policy: Remove the retention policy. Applicable files will be subject to your default retention period if set up.
Lock policy: No one, including you, will be able to edit or delete the policy once it's locked. A Protect Admin will need to contact Egnyte Support to unlock the policy. If someone tries to edit a policy that is locked, they'll be notified that they're unable to due to a retention policy lock.
Locking allows you to meet strict retention requirements mandated by regulations such as FINRA Rule 4511.
Any built-in policies, custom policies, or custom keyword lists that are leveraged by the retention policy cannot be edited, disabled, or deleted.
Still have questions about the Protect Retention feature? Our FAQs article can help you find the right answer.