• 1) Create Content Syndication
Content Types that originate from a Content Type Hub. These are housed in an Archive
web application. Since these Archive Content Types are syndicated content types it means they
can be used on different web applications, and site collections.
• 2)
Each site created so that one can leverage an archive policy needs to have content
types created and named appropriately:
Example:
Name of Site 1-Year
Name of Site 2-Year
Name of Site 3-Year
Example:
Name of Site 1-Year
Name of Site 2-Year
Name of Site 3-Year
• 3)
For each content type - create an Information Policy to a Content Type.
• 4)
Make sure that the content organizer site feature is turned on so that metadata
based rules that move content submitted to a library to the proper location are
in place.
• 5)
Set-up a workflow then for each site so that when a file meets the policy based
on the content type, the site owner gets an e-mail:
Example: This document - [%Current Item:Name%] - has been moved to the Archive document library due to the expiration policy. Click here to view your files and return them from the archive site to your proper site.
View Video:
Example: This document - [%Current Item:Name%] - has been moved to the Archive document library due to the expiration policy. Click here to view your files and return them from the archive site to your proper site.
View Video:
