Resolving retention policy conflicts
View Patent ↗Resolving retention policy conflicts is disclosed. An indication is received that two or more retention policies apply to an item of content. A merged retention policy that is based at least in part on the respective requirements of the two or more retention policies is generated automatically for the item of content.
1. A method of managing content, comprising:
receiving an indication that a plurality of retention policies apply to a content item;
determining if there are any conflicts between the plurality of retention policies; and
automatically generating for the content item a merged retention policy that is based at least in part on the respective requirements of the plurality of retention policies including:
resolving one or more conflicts, if present, between the respective requirements of the plurality of retention policies; and
adopting as a storage location for a specific retention period of the merged retention policy a nearest one of the storage locations associated with each of the plurality of retention policies for that specific retention period, wherein a nearer storage location is a more readily accessible storage location.
2. A method as recited in claim 1 , further comprising associating the merged retention policy with the content item.
3. A method as recited in claim 1 , further comprising no longer associating the plurality of retention policies with the content item.
4. A method as recited in claim 1 , wherein resolving one or more conflicts includes identifying a conflict and applying a conflict resolution rule to resolve the conflict.
5. A method as recited in claim 1 , wherein resolving one or more conflicts includes prompting a user to provide input regarding how a conflict is to be resolved if the conflict cannot be resolved automatically by applying a conflict resolution rule.
6. A method as recited in claim 1 , wherein resolving one or more conflicts includes adopting as a retention period for the merged retention policy a longest one of the respective retention periods prescribed by the plurality of retention policies.
7. A method as recited in claim 1 , wherein the merged retention policy is generated at or near the time the indication is received.
8. The method as recited in claim 1 , wherein approvals if any are obtained as prescribed by each retention policy as and when required by each retention policy imposing an associated requirement, even if doing so results in approvals being obtained prior to moving the content item.
9. The method as recited in claim 1 , wherein approvals if any are obtained as prescribed by each retention policy as and when required by each retention policy imposing an associated requirement, even if doing so results in approvals being obtained prior to deleting the content item.
10. The method as recited in claim 1 , wherein approval timeframes are adjusted so that approvals required prior to moving or deleting content are obtained at or near the time the content item is to be moved under the merged retention policy.
11. The method as recited in claim 1 , wherein approval timeframes are adjusted so that approvals required prior to moving or deleting content are obtained at or near the time the content item is to be deleted under the merged retention policy.
12. The method as recited in claim 1 , wherein each retention policy comprises a prescribed retention period and a storage type.
13. The method as recited in claim 1 , wherein determining whether there are any conflicts in the plurality of retention policies comprises determining whether there are any conflicts in qualification, promotion and disposition requirements in the plurality of retention policies.
14. The method as recited in claim 1 , wherein the storage location comprises near-line storage.
15. The method as recited in claim 1 , wherein the storage location comprises offline but offsite storage.
16. The method as recited in claim 1 , wherein the storage location comprises offsite storage.
17. A content management system, comprising:
a processor configured to:
receive an indication that a plurality of retention policies apply to a content item;
determine if there are any conflicts between the plurality of retention policies; and
automatically generate for the content item a merged retention policy that is based at least in part on the respective requirements of the plurality of retention policies including:
resolving one or more conflicts, if present, between the respective requirements of the plurality of retention policies; and
adopting as a storage location for a specific retention period of the merged retention policy a nearest one of the storage locations associated with each of the plurality of retention policies for that specific retention period, wherein a nearer storage location is a more readily accessible storage location; and
a memory coupled to the processor and configured to provide instructions to the processor.
18. A system as recited in claim 17 , wherein the processor is further configured to associate the merged retention policy with the content item.
19. A system as recited in claim 17 , wherein the processor is configured to generate the merged retention policy at or near the time the indication is received.
20. A computer program product for manage content, the computer program product being embodied in a non-transitory computer readable medium and comprising computer instructions for:
receiving an indication that a plurality of retention policies apply to a content item;
determining if there are any conflicts between the plurality of retention policies; and
automatically generating for the content item a merged retention policy that is based at least in part on the respective requirements of the plurality of retention policies including:
resolving one or more conflicts, if present, between the respective requirements of the plurality of retention policies; and
adopting as a storage location for a specific retention period of the merged retention policy a nearest one of the storage locations associated with each of the plurality of retention policies for that specific retention period, wherein a nearer storage location is a more readily accessible storage location.
21. A computer program product as recited in claim 20 , further comprising computer instructions for associating the merged retention policy with the content item.
22. A computer program product as recited in claim 20 , further comprising computer instructions for removing an association of the plurality of retention policies with the content item.
23. A computer program product as recited in claim 20 , wherein the merged retention policy is generated at or near the time the indication is received.