Consistent retention and disposition of managed content and associated metadata
Consistent retention and disposition of managed content and associated metadata is disclosed. An indication that a retention policy is to be applied to a selected item of content comprising a body of managed content is received. The selected item of content and its associated metadata are retained automatically in parallel in accordance with the retention policy.
1. A method of managing content, comprising:
receiving an indication that a retention policy is to be applied to a selected item of content comprising a body of managed content; and
using a processor to automatically retain the selected item of content and its associated metadata in parallel in accordance with the retention policy, including:
(1) preventing metadata associated with the selected item of content from being deleted or otherwise finally disposed of until the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy;
(2) ensuring that metadata associated with the selected item of content is deleted or otherwise finally disposed of once the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy; and
(3) preventing metadata associated with the selected item of content from being viewed during the period that the selected item of content is placed on hold, wherein the retention policy includes a policy for placing a hold on content to ensure it is retained in a location during a hold period.
2. A method as recited in claim 1 , wherein automatically retaining the selected item of content and its associated metadata in parallel in accordance with the retention policy includes automatically associating the retention policy with the selected item of content.
3. A method as recited in claim 1 , wherein automatically retaining each of the one or more selected items of content and its associated metadata in parallel as required by the retention policy includes generating a record indicating that the selected item of content and its associated metadata have been deleted or otherwise finally disposed of in accordance with the retention policy.
4. A method as recited in claim 1 , wherein the selected item of content is stored separately from its associated metadata.
5. A method as recited in claim 1 , wherein the associated metadata is metadata used to track, locate, control and manage access to the selected item of content.
6. A method as recited in claim 1 , wherein the associated metadata is metadata used to provide one or more other content management functions with respect to the selected item of content.
7. A method as recited in claim 1 , wherein the associated metadata is one or more content objects associated with the selected item of content, wherein each content object includes object-oriented software code configured to track, access, and save the selected item of content.
8. A method as recited in claim 1 , wherein the associated metadata is one or more full text indices associated with the selected item of content.
9. A method as recited in claim 1 , wherein the associated metadata is one or more objects configured to implement at least in part the retention policy to be applied to the selected item of content.
10. A method as recited in claim 1 , wherein the retention policy includes a policy for ensuring the content required to be retained is not changed or deleted during an applicable retention period.
11. A method as recited in claim 1 , wherein the retention policy includes a policy for providing notifications and reports regarding content retention.
12. A method as recited in claim 1 , wherein the retention policy includes a policy for promoting and qualifying content for one or more levels of disposition and providing for final disposition.
13. A content management system, comprising:
a processor configured to receive an indication that a retention policy is to be applied to a selected item of content comprising a body of managed content; and automatically retain the selected item of content and its associated metadata in parallel in accordance with the retention policy including:
(1) preventing metadata associated with the selected item of content from being deleted or otherwise finally disposed of until the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy;
(2) ensuring that metadata associated with the selected item of content is deleted or otherwise finally disposed of once the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy; and
(3) preventing metadata associated with the selected item of content from being viewed during the period that the selected item of content is placed on hold, wherein the retention policy includes a policy for placing a hold on content to ensure it is retained in a location during a hold period; and
a memory coupled to the processor and configured to provide instructions to the processor.
14. A system as recited in claim 13 , wherein the processor is configured to automatically retain the selected item of content and its associated metadata in parallel in accordance with the retention policy at least in part by automatically associating the retention policy with the selected item of content.
15. A system as recited in claim 13 , wherein the processor is configured to automatically retain the selected item of content and its associated metadata in parallel in accordance with the retention policy at least in part by generating a record indicating that the selected item of content and its associated metadata have been deleted or otherwise finally disposed of in accordance with the retention policy.
16. A system as recited in claim 13 , wherein the selected item of content is stored separately from its associated metadata.
17. A system as recited in claim 13 , wherein the associated metadata is one or more content objects associated with the selected item of content, wherein each content object includes object-oriented software code configured to track, access, and save the selected item of content.
18. A system as recited in claim 13 , wherein the retention policy includes a policy for promoting and qualifying content for one or more levels of disposition and providing for final disposition.
19. A computer program product for managing content, the computer program product being stored in a computer readable storage medium and comprising computer instructions for:
receiving an indication that a retention policy is to be applied to a selected item of content comprising a body of managed content; and
automatically retaining the selected item of content and its associated metadata in parallel in accordance with the retention policy including:
(1) preventing metadata associated with the selected item of content from being deleted or otherwise finally disposed of until the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy;
(2) ensuring that metadata associated with the selected item of content is deleted or otherwise finally disposed of once the selected item of content has been deleted or otherwise finally disposed of in accordance with the retention policy; and
(3) preventing metadata associated with the selected item of content from being viewed during the period that the selected item of content is placed on hold, wherein the retention policy includes a policy for placing a hold on content to ensure it is retained in a location during a hold period.
20. A computer program product as recited in claim 19 , wherein automatically retaining the selected item of content and its associated metadata in parallel in accordance with the retention policy includes automatically associating the retention policy with the selected item of content.
21. A computer program product as recited in claim 19 , wherein automatically retaining each of the one or more selected items of content and its associated metadata in parallel as required by the retention policy includes generating a record indicating that the selected item of content and its associated metadata have been deleted or otherwise finally disposed of in accordance with the retention policy.
22. A computer program product as recited in claim 19 , wherein the selected item of content is stored separately from its associated metadata.
23. A computer program product as recited in claim 19 , wherein the associated metadata is one or more content objects associated with the selected item of content, wherein each content object includes object-oriented software code configured to track, access, and save the selected item of content.
24. A computer program product as recited in claim 19 , wherein the retention policy includes a policy for promoting and qualifying content for one or more levels of disposition and providing for final disposition.