Setting up retention on a new tenant
1
Confirm retention is available
Retention is provisioned per tenant. Confirm it’s switched on for your tenant before you begin.
2
Grant access
Map the retention capabilities onto your user groups under Settings → Access → Permissions. At minimum, the people authoring policies need policy-manage and simulate.
3
Author the first policy — disabled
Create the policy with Enabled off. Set its criteria, retention period, grace period, deletion method, and (if used) approval and approver groups.
4
Simulate
Run a simulation. Review the matched total and the sample, and confirm the policy targets exactly what you expect.
5
Confirm the schedule
Make sure the processing window sits in your quiet hours, clear of business hours, backups, and indexing.
6
Turn on processing
Switch retention processing on for the tenant. Nothing is deleted yet — no policy is enabled.
7
Enable the policy
Flip the policy to Enabled. It’s picked up on the next scheduled cycle.
Troubleshooting
Where to read next
Configuration promotion
Move configuration that works in one environment to the next, with a preview of every change before anything is written.
Release notes
What changed in Nobly Insight, release by release — written for the people who use and administer it.
Document management
How documents are captured and stored — the surface that retention acts on.