354 IBM Content Manager OnDemand Guide
16.1  Enhanced Retention Management overview
The Content Manager OnDemand Enhanced Retention Management feature helps you 
manage and enforce the retention of documents in a Content Manager OnDemand system. In 
a Content Manager OnDemand system, you retain documents for a specific period. Retaining 
documents for a certain period is commonly referred to as retention management. Records 
management describes the process of retaining and deleting documents under a set of 
circumstances that are not necessarily bound by time, for example, until the end of litigation. 
Consider the following important points when you select the correct retention solution:
/SM590000Records management requires that you can control individual documents. Content 
Manager OnDemand manages application groups, not individual documents, and it works 
with a storage manager to delete (expire) documents.
/SM590000Records management requires flexibility in defining when to delete documents. Content 
Manager OnDemand defines the time to delete applications with fixed time ranges, for 
example, five years after Content Manager OnDemand loads the documents.
To overcome these limitations, implement the Content Manager OnDemand Enhanced 
Retention Management feature. With the Enhanced Retention Management feature, you 
control individual documents by introducing holds. Holds are a way to identify the documents 
that you want to keep for a period of time. To expire the document, you must remove the hold. 
Holds give you the flexibility to choose when to delete documents because you control when 
to remove a hold. Y ou can manage holds through any of the following interfaces:
/SM590000Content Manager OnDemand Windows client, Content Navigator, WEBi, the ARSDOC 
command, or the Content Manager OnDemand Web Enablement Kit (ODWEK) Java APIs 
that are provided by Content Manager OnDemand.
/SM590000IBM FileNet P8, when integrated with Content Manager OnDemand by enabling the 
FileNet Content Federation Services for Content Manager OnDemand feature. Use 
Content Federation Services for Content Manager OnDemand to federate Content 
Manager OnDemand repositories, which connect your Content Manager OnDemand 
content to business processes in the IBM Case Foundation and IBM Enterprise Records 
features of FileNet P8.
The Enhanced Retention Management feature requires that you disable the expiration 
processes that the Content Manager OnDemand storage manager has on the documents 
that you want to hold. Disabling the expiration process prevents the Content Manager 
OnDemand storage manager from deleting these documents.
16.2  Configuring Enhanced Retention Management
Y ou must configure Content Manager OnDemand to identify documents in application groups 
that you want to retain (hold) and also identify the users who can manage holds. Y ou must 
disable expiration processes by the storage manager so that it cannot expire data. Y ou must 
also convert application groups with an expiration type of DOCUMENT, SEGMENT, or 
STORAGE MANAGER to an expiration type of LOAD.
To configure Enhanced Retention Management, you must perform the following tasks:
/SM590000Enable Enhance Retention Management
/SM590000Identify the application groups where Enhanced Retention Management is applied
/SM590000Specify the application group “lockdown” field
/SM590000Enable hold permission for the application group 
/SM590000Assign hold permissions to users