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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Leave a stub in place for each document | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Leave a stub in place for each document | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Declare each document/item as an immutable record | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention label | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Declare each moved document as an immutable record in the destination | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Keep source classification in the destination | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
Object Level - Item
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Declare each document/item as an immutable record | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention label | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
Object Level - Folder
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention label | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
Object Level - List/Library
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
Object Level - Site
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
Object Level - Site Collection
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported 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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Leave a stub in place for each document | Supported | Supported export format: VEO File; NAA; NARA |
| Destroy content | Enable grace period for destruction | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Leave a stub in place for each document | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Remove retention label before a document/item is destroyed | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Include declared records | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to archival storage | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention label | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Declare each moved document as an immutable record in the destination | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Keep source classification in the destination | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Remove retention label before a document/item is destroyed | Supported | Supported 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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
| Declare or tag content | Retention label | Supported | Supported export format: VEO File; NAA; NARA |
| Export content | N/A | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Destroy the content in Exchange Online | Supported | Supported export format: VEO File; NAA; NARA |
| Move content to new location | Keep source classification in the destination | Supported | Supported 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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Unsupported |
| Destroy content | Destroy the boxes if all folders contained within are destroyed | Supported | Unsupported |
| Move content to new location | N/A | Supported | Unsupported |
Object Level - Physical Box
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | N/A | Supported | Unsupported |
| Move content to new location | N/A | Supported | Unsupported |
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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Leave a stub in place for each document | Supported | Unsupported |
| Move content to archival storage | N/A | Supported | Unsupported |
| Move content to new location | N/A | Supported | Unsupported |
SharePoint On-Premises
The following tables list the object levels and rule actions available for SharePoint On-Premises.
Object Level - Document
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Unsupported |
| Destroy content | Include declared records | Supported | Unsupported |
| Destroy content | Leave a stub in place for each document | Supported | Unsupported |
| Declare or tag content | Declare each document/item as an immutable record | Supported | Unsupported |
| Declare or tag content | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column | Supported | Unsupported |
Object Level - Item
| Rule Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Include related records | Supported | Unsupported |
| Destroy content | Include declared records | Supported | Unsupported |
| Declare or tag content | Declare each document/item as an immutable record | Supported | Unsupported |
| Declare or tag content | Tag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column | Supported | Unsupported |
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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | Leave a stub in place for each document | Supported | Unsupported |
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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | N/A | Supported | Unsupported |
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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | N/A | Supported | Unsupported |
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 Action | Sub Rule Action | Enable Manual Approval | Export Content before Action |
|---|
| Destroy content | N/A | Supported | Supported export format: NARA |
| Move content to archival storage | N/A | Supported | Supported export format: NARA |
| Export content | N/A | Supported | Supported export format: NARA |
| Move content to new location | N/A | Supported | Supported export format: NARA |