Emc Corporation

Open Text Sa Ulc

Open Text Corporation

Fiona Schrader

David Humby

John-David Dorman

Roger W Kilday

Steve Sauder

Dan Bailey

John David Dorman

David Mennie

Dan Taillefer

Superseding a prior version of a document, to which prior version a retention policy or other requirement has been applied, is disclosed. In some embodiments, an attribute of a retention policy indicates whether a document to which the retention policy has been applied is to be superseded by a subsequently created and/or saved version of the document. In some embodiments, the attribute is set by a logic or process configured to apply the retention policy to the document. If the retention policy indicates that supersede is enabled, in various embodiments when a subsequent version is created and/or saved, the prior version is promoted to the final phase of the retention policy that has been applied to it and automatically 'qualified' for disposition as indicated in the final phase of the retention policy, without regard to intervening requirements, processes, phases, approvals, retention, waiting, or other periods, etc.

Superseding objects in a retention system

Polymorphic application of a policy is disclosed. An indication is received that a retention policy is to be applied with respect to an object. A rule is evaluated associated with the retention policy, in light of a circumstance of the object, to determine a manner in which the retention policy is to be configured to behave with respect to the object.

Polymorphic application of policy

Consistent retention and disposition of managed content and associated metadata is disclosed. An indication that a retention policy is to be applied to a selected item of content comprising a body of managed content is received. The selected item of content and its associated metadata are retained automatically in parallel in accordance with the retention policy.

Consistent retention and disposition of managed content and associated metadata

Retention and disposition of stored content associated with multiple stored objects is disclosed. An indication is received that a first stored object associated with an item of content comprising a body of managed content is no longer subject to retention under a retention policy applicable to the first stored object. The item of content is deleted or otherwise disposed of only if the item of content is not associated with a second stored object that is still required or desired to be retained.

Retention and disposition of stored content associated with multiple stored objects

Resolving retention policy conflicts is disclosed. An indication is received that two or more retention policies apply to an item of content. A merged retention policy that is based at least in part on the respective requirements of the two or more retention policies is generated automatically for the item of content.

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Ottawa, Canada

Fiona Schrader