How to add SharePoint 2010 expiration configuration settings in order to archive using the ZyLAB SharePoint Bundle

SYMPTOMS

You can add the Expiration Configuration web part to any SharePoint page that supports web parts, but we recommend that it is installed on its own page. The Information Management Policy settings page can be accessed by going to the site content types gallery, selecting a content type, and clicking on the Information Management policy settings link.

You can configure content type or location based retentions.
Content type based retention lets you specify that all items of a particular content type will follow a retention schedule. To specify a retention stage go to the Information Management policy settings page, which can be accessed from the main settings page for a content type.

The expiration formula determines when an expiration action will occur.

Two types of formulates can be created: one based on a file size or one that uses the value in a column.

Note: Must have permission to add web parts provided by the SharePoint system Administrator.

CAUSE

Not applicable.

RESOLUTION

Instructions:

• Click on Site Actions | Edit Page.
• In the main window area click on the Add a Web Part bar.
• The Add Web Part dialog window opens to show a list of available web parts.
• Select the Miscellaneous folder in the Categories Part.
• Select the Expiration Configuration Web Part. Click Add to add the web part to your page.
• If necessary, click on the Expiration Configuration Web Part title bar and drag the web part to the desired position on the page.
• Select Edit Web Part to display the web part configuration options.
• Click OK to save the changes.
• Click Stop Editing to return to your SharePoint page.
•  If you are an SharePoint administrator installing the web part on a template page you must publish the page to integrate it in your SharePoint web cluster.
• Result: The ZyLAB Expiration Configuration web part is added to the SharePoint web page.

APPLIES TO

2.1