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Content Sources, Object Levels, and Rule Actions

The following sections list the supported content sources, along with the available object levels and rule actions for each content source.

SharePoint Online

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

Object Level - Document

The following table lists the rule actions available for the Document object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentKeep the current and the specified number of previous versions, and archive and destroy the restSupported export format: VEO File; NAA; NARA
Archive and destroy contentArchive the current and the number of previous versionsSupported export format: VEO File; NAA; NARA
Archive and destroy contentLeave a stub in place for each documentSupported export format: VEO File; NAA; NARA
Archive and destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Archive and destroy contentInclude documents/items locked by records labelSupported export format: VEO File; NAA; NARA
Destroy contentKeep the current version and the number of previous versionsSupported export format: VEO File; NAA; NARA
Destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Destroy contentInclude documents/items locked by records labelSupported export format: VEO File; NAA; NARA
Archive content without destructionArchive the current and the number of previous versionsSupported export format: VEO File; NAA; NARA
Tag or lock contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupported export format: VEO File; NAA; NARA
Export content-Supported export format: VEO File; NAA; NARA
Move content to new locationLock each moved document by records label in the destinationUnsupported
Move content to new locationMove all document versionsUnsupported
Store in Microsoft 365 Archive-Unsupported

Object Level - Document Version

The following table lists the rule actions available for the Document Version object level of SharePoint Online.

NOTE

When managing document versions, the current version, current approved version, and published major version are not affected by the rule actions.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy content-Supported export format: VEO File
Destroy content-Supported export format: VEO File

Object Level - Item

The following table lists the rule actions available for the Item object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Archive and destroy contentLock each moved document by records label in the destinationSupported export format: VEO File
Tag or lock contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupported export format: VEO File
Export content-Supported export format: VEO File

Object Level - Item Version

The following table lists the rule actions available for the Item Version object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy content-Supported export format: VEO File

Object Level - Attachment

The following table lists the rule actions available for the Attachment object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy content-Supported export format: VEO File

Object Level - Folder

The following table lists the rule actions available for the Folder object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Declare or tag contentTag each folder with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupported export format: VEO File; NAA; NARA
Move content to new locationDeclare each moved document as an immutable record in the destinationUnsupported
Move content to new locationKeep folder structure in the destinationUnsupported
Move content to new locationMove all document versionsUnsupported

Object Level - List/Library

The following table lists the rule actions available for the List/Library object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Export content-Supported export format: VEO File

Object Level - Site

The following table lists the rule actions available for the Site object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Export content-Supported export format: VEO File

Object Level - Site Collection

The following table lists the rule actions available for the Site Collection object level of SharePoint Online.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Export content-Supported export format: VEO File

Teams & Groups

If you want to manage both the Team/Group and its associated content, you must select Team/Group as the object level. Once this selection is made, the Teams & Groups option will be available for you to choose as the content source.

The following table lists the rule actions available for the Team/Group object level.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsUnsupported

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 though 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. For the object levels and rule actions available for SharePoint Online, please refer to the SharePoint Online section above.

OneDrive

The following sections list the object levels and rule actions available for OneDrive.

Object Level - Document

The following table lists the rule actions available for the Document object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentKeep the current and the specified number of previous versions, and archive and destroy the restSupported export format: VEO File; NAA; NARA
Archive and destroy contentArchive the current and the number of previous versionsSupported export format: VEO File; NAA; NARA
Archive and destroy contentLeave a stub in place for each documentSupported export format: VEO File; NAA; NARA
Archive and destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Archive and destroy contentInclude documents/items locked by records labelSupported export format: VEO File; NAA; NARA
Destroy contentKeep the current version and the number of previous versionsSupported export format: VEO File; NAA; NARA
Destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Destroy contentInclude documents/items locked by records labelSupported export format: VEO File; NAA; NARA
Archive content without destructionArchive the current and the number of previous versionsSupported export format: VEO File; NAA; NARA
Tag or lock contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupported export format: VEO File; NAA; NARA
Export content-Supported export format: VEO File; NAA; NARA
Move content to new locationLock each moved document by records label in the destinationUnsupported
Move content to new locationMove all document versionsUnsupported

Object Level - Document Version

The following table lists the rule actions available for the Document Version object level of OneDrive.

NOTE

When managing document versions, the current version, current approved version, and published major version are not affected by the rule actions.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy content-Supported export format: VEO File
Destroy content-Supported export format: VEO File

Object Level - Item

The following table lists the rule actions available for the Item object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Archive and destroy contentInclude documents/items locked by records labelSupported export format: VEO File
Archive content without destruction-Supported export format: VEO File
Tag or lock contentTag each document/item with: Archived (Yes/No); Archived By; Archived Time; Custom column; Retention labelSupported export format: VEO File
Export content-Supported export format: VEO File; NAA; NARA

Object Level - Item Version

The following table lists the rule actions available for the Item Version object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy content-Supported export format: VEO File

Object Level - Attachment

The following table lists the rule actions available for the Attachment object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentN/ASupported export format: VEO File

Object Level - Folder

The following table lists the rule actions available for the Folder object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File; NAA; NARA
Tag contentTag each folder with: Archived (Yes/No); Archived By; Archived Time; Custom columnSupported export format: VEO File; NAA; NARA
Move content to new locationDeclare each moved document as an immutable record in the destinationUnsupported
Move content to new locationKeep folder structure in the destinationUnsupported
Move content to new locationMove all document versionsUnsupported

Object Level - List/Library

The following table lists the rule actions available for the List/Library object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File
Export content-Supported export format: VEO File

Object Level - Site Collection

The following table lists the rule actions available for the Site Collection object level of OneDrive.

Rule ActionSub Rule ActionExport Content before Action
Archive and destroy contentInclude declared recordsSupported export format: VEO File