Renaming an existing retention policy

Baskee

Hi,

Is it possible to rename an existing retention policy?

I tried renaming it using a dql statement(in the dmc_rps_retentionpolicy object type) and the name got changed.

Is there any other object types (like dmc_rps_retainer) that needs to be updated for renaming the retention policy?

Is this the right approach to change the name of the existing retention policy?

Thanks in Advance

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dynamox

this needs to go to Documentum

rupal

Moving the Thread to Documentum as it will be looked upon soon.

Thanks

DCTM_Guru

I dont believe so. Documentum mostly uses object ID when it needs to enforce referential integrity. So changing the name on dmc_rps_retentionpolicy, should not have impact on dmc_rps_retainer.

You should be able to quickly test this in a DEV environment.

Baskee

Thank You so much for your kind reply Johnny..

Sorry if im putting some basic questions here..

I tried this in my development environment and i was able to rename the Retention policy successfully using the dql statement..

"update dmc_rps_retention_policy object set object_name ='name1' where object_name = 'name2' "

Also the name change reflected in the records which was already into the system.

But i found that there is a column in the dmc_rps_retainer named 'object_name' which has a a reference to the Retention policy name.

The field is like "<objectID>_name1", so if we are changing the retention policy name to "name2" then this field should be updated as "<objectID>_name2" if im not wrong.

So, Is there any other dependencies on the retention policy name like the above one.?

will this 'Retention policy renaming' affect the retain until date and other properties of the Records already ingested? If it affects can you please list out the fields that needs to be taken care..

Thanks in adavance.

DCTM_Guru

object_name for dmc_rps_retainer is object_name for dmc_rps_retention_policy - its visible name to help users identify the object. Whether you want to change _name1 to _name2 its strictly up to you. You probably want to do this to avoid confusion, but as I stated before, object IDs are used linking objects together, not object_name.

Baskee

Thanks much Jhonny i will try with this solution

bharath_ot1

Hi @DCTM_Guru , Post creation of a retention policy, The event date on the object is empty, and manually if i navigate to applied retention and update the event date, the qualification date is getting populated, is there any job or way to apply the event date automatically, we want the base date to be populated to the event date

Steve Sauder

If you want the base date to be populated to the event date, the recommendation would be to not use a event based retention. If the base date mapping is set to a date field with no value, aging will not start which should meet your needs.