Enterprise Vault™ Managing Retention
Creating a retention category
You create a retention category using the New Retention Category wizard. This wizard lets you specify a name and retention period for the category. After you have created the category, you can open the category properties in the Enterprise Vault Administration Console. Additional properties in the dialog box let you do the following:
Prevent automatic deletion of expired items.
Prevent user deletion of items.
Hide the retention category from users.
Lock the retention category settings.
For records management, mark items with the retention category as a particular record type.
Use the retention category properties dialog box to make changes to an existing category.
Note:
If you plan to store items indefinitely on a WORM storage device, ensure that the retention settings on the device are correctly configured. For details, see "Enterprise Vault hardware requirements" in the Installing and Configuring guide.
To create a retention category
- In the left pane of the Administration Console, expand the vault site hierarchy until Policies is visible.
- Expand Policies and then expand Retention & Classification.
- Right-click Categories and then, on the shortcut menu, click New > Retention Category.
The New Retention Category wizard starts.
- Work through the wizard.