IBM FileNet P8, Version 5.2.1            

Using Content Manager OnDemand to apply retention holds on federated documents

Use the Enhanced Retention Manager that is available with Content Manager OnDemand to manually place a hold on individual Content Manager OnDemand documents.

About this task

By using the Enhanced Retention Manager, you can create multiple holds. For example, you can create a hold A and apply it to documents that are part of a litigation and create another hold B and apply it to documents to comply with a regulation policy. You can place the same hold on documents in different application groups. For example, you can apply retention hold A to documents in application groups Y and Z. You can place a hold on a document that is currently stored in your Content Manager OnDemand system, or place a hold on a document as it is loaded into your Content Manager OnDemand system.

Procedure

To apply a retention hold on a federated document by using Content Manager OnDemand:

  1. On the Content Manager OnDemand server, implement the Enhanced Retention Management system. Internally, the Content Manager OnDemand server marks all the documents as records.
  2. Use the Content Manager OnDemand interface to apply retention holds to one or more documents in one or more application groups.
  3. Use IBM® Enterprise Records to manually declare the exported documents in Content Platform Engine as records.


Last updated: October 2015
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