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Content Sources, Object Levels, and Rule Actions

The following sections list the object levels and rule actions available for each content source.

SharePoint Online

The following tables list the object levels and rule actions available for SharePoint Online.

Object Level - Document

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA
Destroy contentLeave a stub in place for each documentSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageLeave a stub in place for each documentSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentDeclare each document/item as an immutable recordSupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA
Move content to new locationDeclare each moved document as an immutable record in the destinationSupportedSupported export format: VEO File; NAA; NARA
Move content to new locationKeep source classification in the destinationSupportedSupported export format: VEO File; NAA; NARA
Move content to new locationRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA

Object Level - Item

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentDeclare each document/item as an immutable recordSupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA

Object Level - Folder

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA

Object Level - List/Library

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA

Object Level - Site

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA

Object Level - Site Collection

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA

Teams & Groups

The management of Teams & Groups is handled through SharePoint Online, using the same rule criteria and rule actions as those applied to SharePoint Online. To manage content for Teams & Groups, you must select SharePoint Online as the content source. For the object levels and rule actions available for Teams & Groups, please refer to the SharePoint Online section above.

OneDrive

The following table lists the object levels and rule actions available for OneDrive. Please note that for OneDrive, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedSupported export format: VEO File; NAA; NARA
Destroy contentRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA
Destroy contentLeave a stub in place for each documentSupportedSupported export format: VEO File; NAA; NARA
Destroy contentEnable grace period for destructionSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageLeave a stub in place for each documentSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageInclude declared recordsSupportedSupported export format: VEO File; NAA; NARA
Move content to archival storageTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA
Move content to new locationDeclare each moved document as an immutable record in the destinationSupportedSupported export format: VEO File; NAA; NARA
Move content to new locationKeep source classification in the destinationSupportedSupported export format: VEO File; NAA; NARA
Move content to new locationRemove retention label before a document/item is destroyedSupportedSupported export format: VEO File; NAA; NARA

Exchange Online

The following table lists the object levels and rule actions available for Exchange Online. Please note that for Exchange Online, only the Email object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentN/ASupportedSupported export format: VEO File; NAA; NARA
Declare or tag contentRetention labelSupportedSupported export format: VEO File; NAA; NARA
Export contentN/ASupportedSupported export format: VEO File; NAA; NARA
Move content to new locationDestroy the content in Exchange OnlineSupportedSupported export format: VEO File; NAA; NARA
Move content to new locationKeep source classification in the destinationSupportedSupported export format: VEO File; NAA; NARA

Physical Records

The following tables list the object levels and rule actions available for Physical Records.

Object Level - Physical Folder

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedUnsupported
Destroy contentDestroy the boxes if all folders contained within are destroyedSupportedUnsupported
Move content to new locationN/ASupportedUnsupported

Object Level - Physical Box

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentN/ASupportedUnsupported
Move content to new locationN/ASupportedUnsupported

File System

The following table lists the object levels and rule actions available for File System. Please note that for File System, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentLeave a stub in place for each documentSupportedUnsupported
Move content to archival storageN/ASupportedUnsupported
Move content to new locationN/ASupportedUnsupported

SharePoint On-Premises

The following tables list the object levels and rule actions available for SharePoint On-Premises.

Object Level - Document

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedUnsupported
Destroy contentInclude declared recordsSupportedUnsupported
Destroy contentLeave a stub in place for each documentSupportedUnsupported
Declare or tag contentDeclare each document/item as an immutable recordSupportedUnsupported
Declare or tag contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupportedUnsupported

Object Level - Item

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentInclude related recordsSupportedUnsupported
Destroy contentInclude declared recordsSupportedUnsupported
Declare or tag contentDeclare each document/item as an immutable recordSupportedUnsupported
Declare or tag contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupportedUnsupported

Azure File Share

The following table lists the object levels and rule actions available for Azure File Share. Please note that for Azure File Share, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentLeave a stub in place for each documentSupportedUnsupported

Box

The following table lists the object levels and rule actions available for Box. Please note that for Box, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentN/ASupportedUnsupported

Connector

The following table lists the object levels and rule actions available for Connector. Please note that for Connector, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentN/ASupportedUnsupported

Google Drive (Preview)

The following table lists the object levels and rule actions available for Google Drive. Please note that for Google Drive, only the Document object level is supported.

Rule ActionSub Rule ActionEnable Manual ApprovalExport Content before Action
Destroy contentN/ASupportedSupported export format: NARA
Move content to archival storageN/ASupportedSupported export format: NARA
Export contentN/ASupportedSupported export format: NARA
Move content to new locationN/ASupportedSupported export format: NARA