Friday, August 9, 2013

Information management policies in SharePoint

Information management policy is a set of rules for content. Each rule in a policy is called as policy features. Information policy management features specify the content auditing, content accessing and how long that information retained.
We can associate a policy with a library, list or content type.
Associate policy features with site collection policy and associate with content type or list/library: Top level site collection will have site collection policies to create site collection policies. After creating site collection policies, we can export to other site collections to standardize policies across the organization.

Associate policy features directly to a content type and add that content type to lists:
We’ll use whole site collection associated with a content type in the site content type gallery of the top level site. Every item in that content type and every item inherit the original content type will have a policy.

Associate policy features directly with a list or library: This method will applicable for only for the list does not support multiple content types. This will be useful for applying for single list/library.

We can configure Information Rights Management using the steps below,
Navigate to Security in SharePoint central Administration, Click on Configure information rights management link in Information Policy section in Security page.

On Information Rights Management section we have following options,
If we don’t want to use IRM select Do not use IRM on this server option
Select Use the default RMS server specified in Active Directory option to specify the RMS server in the Active Directory Domain Service (AD DS)
Select Use this RMS server option to enter url to specify the URL with protocol. Click on Ok.

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