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Add an expiration policy feature to a content type
Updated: January 24, 2008
Applies To: Office SharePoint Server 2007
Updated: 2008-01-24
The expiration policy feature helps dispose of content in a consistent way that can be tracked and managed. You can specify that content of a specific type expires on a particular date, or within a calculated amount of time after some activity (such as creating the document). Add an expiration policy feature to a content type to help define how active documents of that content type should be handled when they are no longer in use.
By associating a workflow with an expiration policy feature, you can specify the steps that will control the submission of an expired document or other file to a Records Center site. For example, you can define a custom workflow that deletes an expired document in its active document management site and sends it to a Records Center site.
Note:
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You cannot add an expiration policy feature to a core content type. You must create a new content type that is derived from a core content type, and then apply the policy to the new content type. |
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Important:
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You must be a member of the Owners group for the Records Center site to complete this procedure on a site collection content type. |
To add an expiration policy feature to a content type
Use this procedure to add an expiration policy feature to a content type.
Add an expiration policy feature to a content type
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On the home page of the Records Center site, click Site Actions, and then click Site Settings.
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On the Site Settings page, in the Galleries column, click Site content types.
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On the Site Content Type Gallery page, click the content type that you want to add an expiration policy feature to.
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On the Site Content Type page, in the Settings section, click Information management policy settings.
Note:
You cannot set an information management policy for the Folder, Item, or Document content types.
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On the Information management policy settings page, click Define a policy, and then click OK.
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Optionally, on the Edit Policy page, in the Administrative Description box, type or edit an administrative description.
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Optionally, on the Edit Policy page, in the Policy Statement box, type or edit a policy statement.
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To establish how to dispose of content that is managed by this policy, select the Enable Expiration check box.
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Select one of the following retention period options:
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To set the expiration date based on a date property, click A time period based on the item's properties, and then select the action and the time period (days, months, or years). Type a number in the box between the lists to define the time period.
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To use a workflow or custom retention formula to determine expiration, click Set programmatically.
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Define what actions you want to happen when the document expires.
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To enable a predefined action —for example, Delete — click Perform this action, and then select an action from the list.
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To start an expiration workflow, click Start this workflow, and then select the name of the workflow.
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Click OK to apply the expiration policy feature to the content type.
See Also
Concepts
Create content types for active documentsCreate a new content type for active documents
Create a site column for active documents
Add a column to a content type for active documents
Add an auditing policy feature to a content type
Add a workflow to a content type for active documents
Associate a content type with a document library
