Content Lifecycle policies provide you an easy and scalable way of managing your data by enabling you to set up content-specific retention, deletion, and archival policies. Since the Enterprise Lite package does not include content classification, there are some differences compared to the Enterprise package.

When you need to specify document retention, deletion, and archival settings, Content Lifecycles in Secure & Govern can help you achieve this. Continue to find more information about the different policies, create them, and make changes to them.

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Create a Policy 

Create a Project-based Policy

Edit Delete or Lock a Policy 

Create a Policy

  1. Navigate to Secure & Govern Settings and click on Content Lifecycle on the left navigation.

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  2. In the Content Lifecycle section, click Add Policy and select the policy type you would like to create. You can learn about the different policy types below.

    Retention: Retention policies let Administrators retain specific files automatically based on when the file was created, not when it was last accessed. Files covered by multiple retention policies are retained according to the policy with the most extended retention period.

    Deletion: Deletion policies let Administrators delete specific files automatically based on when the file was created, not when it was last accessed. The policies cover files based on matches to selected folder locations. Files covered by multiple deletion policies are deleted according to the policy with the shortest deletion period.

    Archiving: Archiving policies allow Administrators to automatically archive specific files based on when each version of the file was created, not when it was last accessed. The policies cover files based on matches to selected folder locations. Files covered by multiple archiving policies are archived according to the policy with the shortest archiving period.

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  3. Enter a Policy Name, Description, and time period when action should be taken on the files.

    If you're setting up a Retention Policy, you'll also want to decide what's done to the files when retention ends (i.e., Move files to archive domain and only retain the latest version of files)

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  4. Click on the Configure icon and choose all folder locations that have files that should be archived. When you select a folder, all sub-folders are included by default. Click Save when done.

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  5. If you're creating an archiving policy, you'll also need to select which domain and folder the archived content will be moved to.Archival_Location.png
  6. After entering all of the details about the policy, click Create policy. Secure & Govern will start scanning your sources for matching files.

Create Project-based Policy

Apart from the folder-based policies, you can also create lifecycle policies for files residing within your project folders. Policies are based on the status of your project and the end date of the project. 

Follow the steps below to create a project-based policy:

  1. Navigate to Secure & Govern Settings, click on Content Lifecycle on the left navigation, and click on Policies.

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  2. In the Content Lifecycle section, click Add Policy and select the policy type you would like to create for your projects.

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  3. Enter a Policy Name, Description, and choose the option to apply the policy on Projects and choose the time period for when action should be taken on the files within projects.

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  4. You also have the option to leave behind a stub file when setting up deletion or archival policies.

    The file action period is based on the Estimated Project End Date of each project.

  5. For the lifecycle policy action to be taken, the Project's status should be "Done." You can change the status of the project by navigating to Project Settings.

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If a project meets the criteria of a lifecycle policy, all files within the project are actioned upon.

Edit, Delete or Lock a Policy

Once you've created an archiving, deletion, or retention policy, you can easily make changes to the policy.

  1. Navigate to Secure & Govern Settings, click on Content Lifecycle on the left navigation, and click on Policies.

  2. Click the three dots next to the policy you'd like to change and select the appropriate option from the drop-down.

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  3. If you've edited the policy, click Save policy to apply any changes.