Emc Corporation

Open Text Sa Ulc

Open Text Corporation

Steve Sauder

David Humby

John-David Dorman

Fiona Schrader

David Mennie

Dan Taillefer

J D Dorman

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an attribute of a retention policy indicates whether a document to which the retention policy has been applied is to be superseded by a subsequently created and/or saved version of the document.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

Techniques allow for applying a retention policy to a composite object. For each composite object type there is a description of the composite object structure and rules that determine how the retention policy is to be applied. A retention application can review the descriptions and rules and, based on the review, apply the appropriate retention policy to each of the objects that make up the composite object.

Method and system for describing how retention should be applied to composite objects

Retention of complex objects is disclosed. An indication is received that retention applied to a root object of a complex object is to be extended to child objects, such as attachments or included files or other content. A snapshot of at least the child objects is stored and the retention that is applied to the root object is extended to the snapshot. Retention of the snapshot ensures that the child objects are retained, so long as and in the same manner as the root object, in the form (e.g., version) in which they are stored at the time retention is applied to the snapshot.

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Ottawa, Canada

Steve Sauder