Introduction to Information Management Policy

This is the first topic of "070-542" Examination Guide which I am reading to prepare for the examination.

An information management policy is a set of rules for a certain type of important content. Policy enables administrators to control and evaluate who can access the information, how long to retain information, and how effectively people are complying with the policy itself. The most common creators and enforcers of policy are compliance officers, records managers, IT staff, and others with similar responsibilities.

With Microsoft Office SharePoint Server 2007, you can apply policies that enable you to manage your content according to your business processes. Office SharePoint Server 2007 contains several policy features you can customize for your needs, as well as an extensibility framework that enables you to create, customize, and deploy your own policies and policy features.

By using policies, you benefit in the following ways:

  • Administrators can set and manage "the rules" for a content type from a single location, including both client-side and server-side policy features.
  • Policies are tightly coupled to the content, both within Office SharePoint Server 2007 and in downloaded Microsoft Office system content. Administrators can be confident that policies applied to content are always being enforced, wherever the content goes within their company.
  • Policies require little involvement from end users, as corporate policies are automatically and transparently followed.

In Office SharePoint Server 2007, each policy is a collection of instruction sets for one or more policy features. Each policy feature provides a specific kind of content management functionality. You can assign a policy to either a content type or a list.

For more information about content types, see Content Types in the Microsoft Windows SharePoint Services 3.0 SDK.

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