I working through Records Center for SharePoint 2010 and I found something interesting. I had:
- Created a hub from where I wanted to publish out my content types to other site collections.
- I was able to centrally create term sets and terms and then use managed metadata columns on my content types that will be pushed out. I was able to add policies to my content type and re-publish with no problem.
- I created a records center with folders and rules which I was able to send documents to from any of my site collections.
- I was able to turn on In Place Records management for different site collections and re-use my central content types with them.
One little thing I ran into was there is a new feature of Records Management for SharePoint 2010 that allows me to create retention policies for when a piece of content is a record versus a non-record. This is really powerful because it allows you to create rules such as:
- After a piece of content has not been updated for 1 year, delete the document.
- However if the same piece of content is a record, and has not been modified for a year (i.e. because it has been locked down) move it to the Record Center.
This may not be the most realistic scenario however you get the point that I can create different policies and treat it differently based whether it is a record or not.
Now the issue was, when I went to the content type definition on my Hub, I was not seeing the ability to create policies as I just described. However I was able to create local site collections content types in some places and see this.
The solution is on the Hub, go to Site Settings >> Site Collection Features >> Activate In Place Records Management. Even though I may not be doing In Place Records Management on the site collection where I am centrally managing content types, I must turn this on so I can create the retention policies like I just described.