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Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
Retention policy rules
Retention policies define the time frame that a template or Active Content stored in a specific folder can be moved or deleted from the repository. If you are deploying new templates regularly, consider using retention policies as a means of managing your template usage and controlling disk space.

Overview
Configure and manage operating modes and user roles.
Getting started
Information on creating and configuring communities, running the EngageOne™ Server Administration and common features available in the web application.
Template management
Template management allows you to create and organize folders that contain templates and Active Content, created in EngageOne™ Designer and imported into EngageOne™.
External File management
External resources not contained in the template, succh as images (key maps or keyed images), lookup tables, and RTF files.
Delivery management
Before you can use a template in EngageOne™ Administration you must define a device for viewing and define at least one delivery option.
Community Administration
Features for managing shared community document classes, retention policies, spelling dictionaries, data maps, and diagnostics.
- Document class management
  Document classes define the metadata associated with the folders and templates.
- Retention policy rules
  Retention policies define the time frame that a template or Active Content stored in a specific folder can be moved or deleted from the repository. If you are deploying new templates regularly, consider using retention policies as a means of managing your template usage and controlling disk space.
- Retention rules run rate
  To define how often the retention policy should run you must modify the respective settings in the config-settings.xml file.
- Retention history
  You can view retention rule activity for templates and Active Content within a time period specified.
- Spell checker management
  Dictionaries are automatically loaded during the EngageOne™ installation process and spell check management allows you to configure how you want these to be used.
- Data map management
  Data maps are created by importing data map files into EngageOne™ Server using the Data Map tab on the Community Administration tab. Create map files using an XML editor of your choice. After you import a data map, you can later update it or export it out to an XML file on your network.
- EngageOne™ Communicate Integration
- EngageOne™ Vault Databases
  The assignment of EngageOne™ Vault databases for use in the current communities.
- Diagnostics
System administration
As an EngageOne™ Server system administrator you will be responsible for configuration, diagnostics and account activities.
Event Monitor
Events related to the document cycle and administration, these are captured throughout the system and sent to the Event Monitor.
Batch processing
Process accumulated requests from EngageOne™ Interactive, or process your own multiple or individual files, in a scheduled, or ad hoc manner.
Managing your EngageOne™ environment
Best practices for managing your EngageOne™ and safeguarding your environment.
EngageOne™ Server system monitoring
This section describes how to monitor the EngageOne™ Server system.
Notices

Retention policy rules

Retention policies define the time frame that a template or Active Content stored in a specific folder can be moved or deleted from the repository. If you are deploying new templates regularly, consider using retention policies as a means of managing your template usage and controlling disk space.

When you set up the name of the retention rule with its valid period you can also select different options to take when it expires. For instance you can:

define whether the system should notify specified user(s) by e-mail that the retention rule has expired.
move the retention rule with its contents to a pre-defined folder (the creation date will be changed to the moving date),
or delete the retention rule and its contents from the system (including sub files).

The body of the e-mail notification will contain the community name, the template name, the template version, the date and the retention rule description.

Once you have set up a retention policy rule you can apply it to the folder or a template/Active Content – see Document templates. The retention rule is valid from the day that it is created but if you choose to move it to another folder on expiry, the start date is changed to the date the move took place. If you move a template manually from one folder to another (cut and paste, or copy and paste), the start date for the retention rule for that item only is changed to the date that it was moved.

from the CommunityAdministration tab, click Retention Policies followed by Retention Rules/New
Select to delete all included templates/ Active Content when the retention policy expires.
Enter the name of the new retention policy rule.
Choose the folder you want to save the templates/Active Content to when the retention policy expires.
Check this option to open the box for entering the e-mail address details of those you want to notify when the retention policy expires.