Enterprise Vault™ Managing Retention

Applying a retention plan to an archive can affect how Enterprise Vault deletes the items in the archive. The following configuration options determine how storage expiry operates:

• In the properties of a retention plan, the When expiring items, use option on the Expiry tab. If you set this to The retention category set by this Retention Plan, the retention category that you set with the retention plan overrides the item-level retention category with which Enterprise Vault stamps each item on ingestion.

• If the retention plan creates retention folders, the retention category selected for a retention folder overrides the retention category selected for the retention plan, the archive, site properties, or assigned using a feature such as Policy Manager (EVPM).

• In the properties of the associated classification policy, the option Set retention category of items. If you select this option, the item-level retention category with which Enterprise Vault stamps each item overrides everything else, regardless of how you configure the associated retention plan.