#Create a Rule

Refer to the following steps to create a rule for the storage optimization module:

1. Select a rule container from the left pane. Rules within the selected rule container are displayed on the right pane.

2. Click Create on the right pane to create a new rule within the rule container. The Create rule window appears.

3. Rule overview – Complete the following information:

   • Name – Enter a rule name.

   • Description – Enter an optional rule description.

   • Create a new rule ‒ Select this option if you want to create a new rule.

     Copy from an existing rule ‒ Select this option if you want to reuse an existing rule. Select an existing rule from the drop-down list, and then the settings of this existing rule are displayed. You can modify rule settings to create a new rule based on this existing rule.

   • Rule container – The selected rule container is automatically filled in. You can select another rule container if needed.

   • Module – To create storage optimization rules, select Storage optimization.

     *Note: This setting will appear if your subscription includes the Information lifecycle and Storage optimization modules.

   • Object level ‒ Select the type of content that you want to manage using this rule. For detailed information, refer to Content Sources, Object Levels, and Rule Actions.

   • Disposal class – Enter a disposal class or disposition authority number for this rule. The entered disposal class or disposition authority number will be exported as a rule property when you export documents using the NAA or NARA export format or export terms.

     It can be used to mark documents and container level objects that meet the same rule. You can retrieve the disposal class or disposition authority number from your retention and disposal schedule or other authorization documents.

   • Content source ‒ Select one or multiple content sources. The object level you selected above determines the available content sources that you can select.

     Specific notes for Teams & Groups:

     • If you want to manage the Team/Group itself and its content, you must select Team/Group as the Object level above. The Teams & Groups option will then appear for you to select as a content source.

     • If you want to manage only the content (e.g., site collections or lower levels) within a Team/Group, you must select SharePoint Online as the content source. This is because site collections or lower levels within Teams & Groups is managed through the SharePoint Online infrastructure, using the same rule criteria to identify the content to be managed as well as the same rules actions on how to manage the content.

4. Click Next.

5. Rule settings – Configure rule settings for each content source selected above. Refer to the sections below for detailed rule settings. For detailed information, refer to Detailed Rule Settings.

6. Click Save to save this new rule.