Lab B (Module 13)
Establishing Retention Policies
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SharePoint Enterprise Content Management Implementers' Course
Contents
Lab B Setup 3
Task 1: Create Retention Policies 4
Task 2: Assign Retention Policies to Site Collection Content Types 7
Task 3: Verify the Content is Associated with the Appropriate Retention Policy 9
Lab Summary 14
In this lab you create two site collection level retention policies and associate these polices with two site collection content types. Then, review various ways to view retention policies that affect an item or list.
Lab B Setup
The ECM retention solution included with the training material is to be installed and deployed. The ECMRetention Content Types and List feature must be activated for the site. Install the solution and activate the feature by following these steps:
1. Click Start | All Programs | Microsoft SharePoint 2010 Products | SharePoint 2010 Management Shell.
2. Execute the following command, replacing <path> with the path to the solution file:
Add-SPSolution<path>\ECM Retention.wsp.
3. Execute the following command:
Install-SPSolution "ECM Retention.wsp".
4. Execute the following command, where <siteUrl> is the full URL to the top-level site:
Enable-SPSFeature "ECMRention_ECM Retention" -url<Site url>
Example: Enable-SPSFeature "ECMRention_ECM Retention" -urlhttp://intranet.contoso.com/sites/ECMForTheMassesV3.
5. Use Internet Explorer to navigate to the Contoso Intranet located at: http://intranet.contoso.com/sites/ECMForTheMassesV3.
6. Click Safety Reports in the Quick Launch control located in the left-hand column.
Task 1: Create Retention Policies
1. Use Internet Explorer to navigate to the Contoso Intranet located at: http://intranet.contoso.com/sites/ECMForTheMassesV3.
2. Open Site Settings by clicking on Site Actions | Site Settings.
3. Click the Site collection policies link located in the Site Collection Administrationsection.
4. Click the Add link.
5. Enter the Name, Administrative Description, and Policy Statement shown in Figure 2.
6. Select Enable Retention.
7. Click the Add a retention stage... link located in the Non-Records section. See Figure 3.
8. Set the Time Period to Created Date + 1years in the Event section.
9. Set the action to Declare a record. See Figure 4.
10. Click OK to save the retention stage.
11. Scroll to the bottom of the page and click OK to save the policy.
12. Click the Add link.
13. Enter the Name, Administrative Description, and Policy Statement shown in Figure 6.
14. Select Enable Retention.
15. Click the Add a retention stage... link located in the Non-Records section.
16. Set the Time Period toCreated Date + 1years in the Event section.
17. Set the action to Declare a record. See Figure 8.
18. Click the OK button to save the retention stage.
19. Select the Define different retention states for a record option and then click the Add a retention stage... link located in theRecords section.
20. Set the Time Period to Declared Record+7 years in the Event section.
21. Select Permanently Delete as the Action.
22. Click OK to save the retention stage.
23. Scroll to the bottom of the page and click the OK button to save the policy.
Task 2: Assign Retention Policies to Site Collection Content Types
In this exercise you assign the two new retention policies to two content types in the Site Collection gallery.
1. Use Internet Explorer to navigate to the Contoso Intranet located at: http://intranet.contoso.com/sites/ECMForTheMassesV3.
2. Open Site Settings by clicking Site Actions | Site Settings.
3. Click the Site content types link located in the Galleries section.
4. Click theECM-Safety Report link.
5. Click theInformation management policy settings link.
6. Select the Use a site collection policy option and choose Safety Retention Policy.
7. Click OK.
8. Open Site Settings by clicking Site Actions | Site Settings.
9. Click the Site content types link located in the Galleries section.
10. Click theECM - Environmental Safety Report link.
11. Click theInformation management policy settings link.
12. Select the Use a site collection policy option and choose EnvironmentalSafety Retention Policy.
13. Click OK.
Task 3: Verify the Content is Associated with the Appropriate Retention Policy
In this exercise you use the Compliance Details dialog, the client application, theList Information Policy page, and the file plan to verify retention status. The steps are as follows:
1. Use Internet Explorer to navigate to the Contoso Intranet located at: http://intranet.contoso.com/sites/ECMForTheMassesV3.
2. Click theSafety Reports library link located in the Quick Launch.
3. Hover your mouse over the Apollo Safety Issue 1 link and click the drop-down arrow. Select Compliance Details.
4. Review the Retention Stages section in the Compliance Details dialog.
5. Click Close.
6. Hover your mouse over the Apollo Safety Issue 1 link and click the drop-down arrow. Select Edit in Microsoft Word.
7. Click the Details button in the message bar to display the Information Management Policy details.
8. Click the Close button in the details dialog.
9. Exit Word.
10. Click the Libraryribbon bar.
11. Click the Library Settingsribbon button.
12. Click theInformation management policy settings link located in the Permissions and Management section.
13. Review the policies associated with the list.
14. Use Internet Explorer to navigate to the Contoso Intranet located at: http://intranet.contoso.com/sites/ECMForTheMassesV3.
15. Click theSafety Reports library link located in the Quick Launch.
16. Click the Libraryribbon tab.
17. Click the Library Settingsribbon button.
18. Click theGenerate file plan report link located in the Permissions and Management section.
19. Select a location to save the report.
20. ClickOKto start generating the report.
21. Click the Click here to view report link in the Operation Completed Successfully page.
22. Review the file plan.
Lab Summary
In this lab you created two separate site collection level polices and associated these policies to site collection content types. You then verified that the appropriate content was regulated by the specified policy.
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