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[Autogenerated] Hi. In this lesson, we're

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going to show you how to create an apply

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content type retention policies in a

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traditional SharePoint site collection.

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This is not a group connected site. This

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is a traditional site collection were here

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on I T operations. And when we want to set

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these content type retention policies, we

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need to go to our site settings. So we're

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gonna click on our settings gear, click on

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site information. We're gonna go down to

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view all site settings Now, To do this,

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you need to be a site collection

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administrator. When you scroll down, we

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see the site collection administration

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section. If you don't see this, that means

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you're probably not a site collection

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administrator, and you'll need to find

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somebody who is. We're going to click here

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on content type policy templates. If you

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don't see this option, it might be because

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site policies has not been activated.

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That's something else that has to be done

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by a site collection administrator. We're

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gonna click on content type policy

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templates, and we're going to create our

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retention policy. It brings us here to the

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policies page and we have a big create

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button. Now we have to give our policy a

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name, and this is going to be content type

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policy one year. So this is going to

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delete items created with this content

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type after one year, and that's gonna be

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our description, okay? And our description

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is this policy will delete items created

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using this content type after one year. We

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can also add a policy statement and, like

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it says, this will be displayed toe end

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users when they open items subject to this

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policy. All right, so let's add a policy

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statement. This item will be deleted after

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one year. Now, to create our retention

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policy, we have to click on this check

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box, enable retention. We give it a

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minute. There we go. And now we have

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specify how to manage retention and we can

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add a retention stage. We're gonna click

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there, and it opens up this window and we

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have options for our retention policy.

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Theo Event-Hubs specify what causes this

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stage to activate, and the default is

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created date. And that's what we're going

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to create our re policy from. But you

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could also choose last modified or if it

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was declared a record, we're going to

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choose created date and we can set it two

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years, days or months. But whatever number

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in like we said in our description, it's

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gonna be one year. The action after this

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stage is triggered. What do you want to

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do? The default has moved to recycle bin,

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and that's what we're going to use. But

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there are other options. Permanently

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delete. Transfer to another location. This

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is good. If you want to move things off

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and save them somewhere else, start a

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workflow. Skip to next stage, declare

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record, delete previous drafts or delete

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all previous versions. All right, we're

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gonna leave ours on move to recycle bin

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and recurrence. If you choose something

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that is a recurring event. And to do that

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you have to choose the action to be

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something that will be recurring and

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delete previous drafts. And then you could

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go ahead and repeat this stages action

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until the next stage is activated. And

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again you have the recurrence period off

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years, days or months. But we're not gonna

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do that. We're just gonna like I said,

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move to the recycle bin, we'll click OK,

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And our retention policy is there. IT set.

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Now. We have to click OK again so that it

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saved. And there it is content type

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policy. One year now we can apply this to

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content type, so let's go back to e. Think

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we'll need to go back to the home page,

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Click on our settings gear site

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information. You all site settings now

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we-can go under web designer galleries.

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Click on site content types and we can

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find the content type that we want to

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apply this policy to, and the one I want

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is this one equipment list. We're gonna

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click there, and I'm going to come down to

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information management policy settings.

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Once I click there, you see, I have this

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option. Specify the policy, define a

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policy or use a site collection policy.

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Now, if I choose to define a policy click,

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OK, I get essentially the same thing that

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we just saw. We could go ahead then and

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create a retention policy right here just

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for this content type or we-can. Use a

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site collection policy that we created and

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assign it this way. I like to do this with

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a traditional SharePoint site collection

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because then you can create these policies

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and you can reuse them over and over

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again. You don't have to recreate them

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every time you want to apply them. So

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we're going to set that click. OK, this is

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something you can't do in a group

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connected site. So now we have set that

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policy on that content type. Remember,

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this pretension policy has been applied to

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the entire site collection, any site and

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the library. Any list that's using that

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content type that policy is going to be

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applied to IT. Let's take a look if we go

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to the I T equipment list, this is using

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that content type will go to list

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settings. UI come down to information

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management policy settings. We'll see that

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our equipment list is using that content

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type retention policy. Now, If you wanted

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to stop using this policy on this content

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type, you would have to break that

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inheritance. And to do that, we come up

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here and change the source. The source of

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retention for this list is content types.

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We're going to change the source now. When

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we do this, it brings us here, and we

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would change from content types, toe

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library and folders. But when we click

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there we get this big morning when Liston

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folder based retention schedules are used

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and we are using that all content type

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retention schedules are ignored. So if you

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break this inheritance, any schedules, any

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retention policies that are set on this

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library are all gonna go out the window.

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You're gonna have to reset them for

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everything in here, Every content type,

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every folder, every item, whatever it is,

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you will have to go ahead and do that if

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we click. Okay, you see, then we can

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create a retention policy here for this

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library or list. But we're not going to do

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that here. We're going to stick with the

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ones that we have. So now you know how to

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create and apply content type retention

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policies in a standard SharePoint site

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collection. That's it for this lesson.

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Thanks for listening. And I'll see you next time