Add an expiration policy feature to a content type

SharePoint 2007

Updated: January 24, 2008

Applies To: Office SharePoint Server 2007

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Topic Last Modified: 2008-02-04

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.

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.
You must be a member of the Owners group for the Records Center site to complete this procedure on a site collection content type.

Use this procedure to add an expiration policy feature to a content type.

Add an expiration policy feature to a content type
  1. On the home page of the Records Center site, click Site Actions, and then click Site Settings.

  2. On the Site Settings page, in the Galleries column, click Site content types.

  3. On the Site Content Type Gallery page, click the content type that you want to add an expiration policy feature to.

  4. On the Site Content Type page, in the Settings section, click Information management policy settings.

    You cannot set an information management policy for the Folder, Item, or Document content types.
  5. On the Information management policy settings page, click Define a policy, and then click OK.

  6. Optionally, on the Edit Policy page, in the Administrative Description box, type or edit an administrative description.

  7. Optionally, on the Edit Policy page, in the Policy Statement box, type or edit a policy statement.

  8. To establish how to dispose of content that is managed by this policy, select the Enable Expiration check box.

  9. Select one of the following retention period options:

    • 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.

    • To use a workflow or custom retention formula to determine expiration, click Set programmatically.

  10. Define what actions you want to happen when the document expires.

    • To enable a predefined action —for example, Delete — click Perform this action, and then select an action from the list.

    • To start an expiration workflow, click Start this workflow, and then select the name of the workflow.

  11. Click OK to apply the expiration policy feature to the content type.