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Creating a Process to Change the Retention Policy for a Batch of IEs


  • Product: Rosetta
  • Product Version: 2 and up
  • Relevant for Installation Type: Dedicated-Direct, Direct, Local, Total Care



Desired Outcome Goal:
A process to change the retention policy for a set of IEs.

1. Create a set for the IEs you want to change (in management, go to Home > Data Management > Manage Sets and Processes > Set List)
2. Create a Task Chain (From the Administration, Advanced Configuration page, click Repository > List of Task Chains) :
- The task - AssignRetentionPolicyTask. 
- Include the group Maintenance 
- The task parameters should include the retention policy you want to use.
3. In management, go to: Home > Data Management > Manage Sets and Processes > Process List and create a process using the above task chain and the set.



  • Article last edited: 12-Feb-2014