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Data Management PolicyDescription
Upload

The upload policy can set the retention period for the data. When retention is set and the storage target is WORM capable, the system will automatically set the retention on the storage platform using the available methods (SDK, REST API or SMB file attribute change).

If the retention period is not set during upload and the data is uploaded to a WORM capable storage target, the data will be still uploaded but the retention period will not be set. This could cause issues if there is a minimum retention period configured on the storage system (some storage solutions can enforce a minimum retention period).

DeleteThe system does not allow deleting data under retention. The system automatically filters out the records which are under retention or legal hold. This is the case also when the filter options are matching the records in the policy configuration.
Increase RetentionWhen the increase retention policy is matching records stored on a WORM storage target, the system will automatically update the retention on the storage platform using the available methods (SDK, REST API or SMB file attribute change).
Copy Media

The Copy Media policy has two modes:

  • Dual Archiving: the policy creates a copy of the media files on the new storage target and links them as second copies in the database. For more information, see¬†Resilient storage and archiving. When dual archiving is used, either or both of the storage targets can be a WORM capable storage. No restrictions apply.
  • Copy and Forget: the policy creates a copy of the media files on the new storage target and rewrites the link in the database to the new storage target. The original copy is left intact. We recommend using this option when the original copy is under retention on a WORM storage and the files have to be moved to a new storage location. This means that the system will no longer manage the original copies and will not apply any policies including¬†data retention or offer playback and download.
Move MediaNot supported for data under retention
Archive in DBThe database record is moved to the archive table. It has no impact on the files stored on WORM storage.
Archive in DB and Move MediaNot supported for data under retention
Encryption, SigningNot supported for data under retention
TranscriptionNot supported Supported, except for data on EMC Centera under retention
Voice Quality CheckSupported, no restrictions apply
TranscodeNot supported for data under retention
File VerificationSupported, no restrictions apply
Deduplicate RecordingsNot supported for data under retention
Export (Advanced Export, Policy-basedExport, Policy-based Direct Export)Supported, no restrictions apply

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