What's new in records management and compliance in SharePoint Server 2013

SharePoint 2013

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Applies to: SharePoint Server 2013

Topic Last Modified: 2016-12-16

Summary: Learn about the new site-based retention feature in SharePoint Server 2013.

The records management and compliance features in SharePoint Server 2013 provide improved ways to help you protect your business. The records archive and in-place record retention from earlier versions of SharePoint Server are still supported. SharePoint Server 2013 adds retention policies that are applied at the level of a site.

Compliance features of SharePoint Server 2013 have been extended to sites. You can create and manage retention policies in SharePoint Server 2013, and the policies will apply to SharePoint sites and any Exchange Server 2013 team mailboxes that are associated with the sites.

Compliance officers create policies, which define the following:

  • The retention policy for the whole site and the team mailbox, if one is associated with the site.

  • What causes a project to be closed.

  • When a project should expire.

When a project begins, the project owner creates a SharePoint site and an Exchange Server 2013 team mailbox. The project owner selects the appropriate policy template and invites team members to join the project. As the team adds documents to the site, sends email messages, and creates other artifacts such as lists, these items automatically receive the correct retention policies. When the work is completed, the project owner closes the project, which removes the project's folders from the team members' user interface in Outlook 2013. After a certain time, as specified by the policy, the project expires, and the artifacts associated with the project are deleted.

The Microsoft Rights Management connector (RMS connector) is an optional application that enhances data protection on your SharePoint 2013 servers by employing cloud-based Microsoft Rights Management services. Once you install the RMS connector, these services provide continuous data protection during the lifespan of the information and because the services are customizable, you can define the level of protection you need. For example, you can limit file access to specific users or set view-only rights for certain documents.

To learn about the RMS connector and how to install it, see What's new in records management and compliance