Forum Discussion

Darrell Bolger's avatar
Darrell Bolger
Copper Contributor
Nov 06, 2017
Solved

Retention Labels and destroying records

Is it expected that retention policies will not delete records? I have applied retention labels to documents and they are recycled but records with the same label applied are not affected.

 

If this is the case, is it expected that items declared as records will always be permanently preserved?

  • TonyRedmond's avatar
    TonyRedmond
    Nov 07, 2017

    To make sure we're talking about the same thing...

     

    You can create a classification label that is applied automatically or manually to content (email and documents). The label can mark classified items as permanent records (see below).

     

    Label marking item as a record

    You can then publish the labels in policies to make them available to users or as auto-label policies to have them applied automatically to content that satisfies certain criteria.

     

    When an item is marked as a permanent record, it is kept for the retention period specified by the label and then the retention action is executed (in the case above, the item is deleted after 20 years). No other action can happen to it during that time. From https://support.office.com/en-us/article/Overview-of-labels-af398293-c69d-465e-a249-d74561552d30: 

     

    Implement records management across Office 365, including both email and documents. You can use a label to classify content as a record. When this happens, the label can’t be changed or removed, and the content can’t be edited or deleted.

10 Replies

  • Just to clarify, marked as record as part of the labeling process (i.e. the label has the "record" option enabled), or marked as records in SP, then applying some label to them?

    • Darrell Bolger's avatar
      Darrell Bolger
      Copper Contributor
      Label applied before they were declared as records. Does it make a difference? Ultimately I would be aiming for automated label application regardless of whether an item is a record or not. That of course hinges on managed properties being supported for automatic label application.
      • VasilMichev's avatar
        VasilMichev
        MVP

        I guess there is some difference in this scenario. Try cross-posting to the Compliance space here, perhaps some of the MS folks can shed some light. TonyRedmond might also have an idea, I know he covered this topic in detail for the book :)

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