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Retention Period Configuration

To enable Retention Analysis for a database the collected Content Age data needs to be set in context with the Retention Period configuration.

There are three factors that are part of this configuration:

• Retention Years (mandatory): for how many years must the data be retained
• Retention Mode (mandatory): how is the starting date calculated
• Retention Manager (optional): the person who is responsible for making the decision what the appropriate Retention Configuration should be

For the Retention Mode, several options are available:

• Simple Document Age (Years prior to current date)
• Start of Year: January (Years prior to selected month)
• ...
• Start of Year: December (Years prior to selected month)

The "Start of Year: <Month>" options are intended to cover situations where the e.g. the fiscal year does starts in a specific month. For example: if the fiscal year starts in October (USA, Thailand, ...) or April (UK, India, Canada, Japan).

Retention Configuration options are part of database configuration parameters and can be set in two main ways:

• Database Catalog: multiple databases can be selected to configure settings
  
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• Application  Details → Custom DB Instance properties: open a single database via the Database Catalog
  
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• Both options will show a similar input form where Retention Configuration for one or multiple DBs can be set
  Note: when setting properties for multiple DBs, a comment is mandatory when saving
  
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Once these settings are applied, a nightly processing run of iDNA's data warehouse is necessary to combine content age data with the retention settings.

Database properties can also be set programmatically. Please see the knowledge base article API Documentation - Catalog & Custom Properties for further details.

Summary (Example Scenario)

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