> For the complete documentation index, see [llms.txt](https://guides.mangoapps.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://guides.mangoapps.com/admin-guide/compliance/data-retention-1.md).

# Copy of Data Retention

Configuring the domain-wide data retention settings

## Overview

Network admins can setup for how long the projects, groups & departments in the domain will remain active. The default option is the projects, groups & departments will be **active forever** - they will be archived or deleted when the project/group/department admin manually archives or deletes them.

Network admins can, however, choose to specify different auto-archival and auto-delete rules for the projects, groups & departments in the Retention Settings as per the company's regulatory and compliance requirements.

### Apply Retention Settings

You can apply Retention Settings for different rules based on the creation time or last updated time of the project, group & department.

Go to **Admin Portal > Compliance > Data Retention > Apply Retention Settings.**

![](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2FpsTUgmMlozX0TUeJvxuw%2Fimage.png?alt=media\&token=0754f85e-5d92-4b0f-a714-d3768d60f833)

**Apply Retention Settings:** Select creation or last updated time.

* ***From creation date:*** Apply the rules from the Retention Settings from the date the project/group/department was created.
* ***From last updated/activity date:*** Apply the rules from the Retention Settings from the date of the last activity/update in the project/group/department. *This is the **default option.***

### Retention Settings&#x20;

MangoApps provides a choice of 10-time values (1 day to 10 years) to choose from when setting up the retention period for archival and deletion of projects/groups/departments.

![](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-Lclpq021Ai9jH1_X4gO%2Fuploads%2FwUqYQ2rCWrVobswHArji%2Fimage.png?alt=media\&token=6132bd7e-053a-4802-baba-1ba8523f3748)

**Projects:** This setting applies to all the projects (private, public & unlisted).

* **Archive:** Select the preferred auto-archival rule for data retention.
* **Delete:** Select the preferred auto-delete rule for data retention.

**Groups:** This setting applies to all the groups (private, public & unlisted).

* **Archive:** Select the preferred auto-archival rule for data retention.
* **Delete:** Select the preferred auto-delete rule for data retention.

**Departments:** This setting applies to all departments (private, public).

* **Archive:** Select the preferred auto-archival rule for data retention.
* **Delete:** Select the preferred auto-delete rule for data retention.

Click the **Restore to Defaults** button to reset all Data Retention settings to system defaults when the domain was created.

Click **Save** to apply the chosen data retention settings.

{% hint style="danger" %}
When the data is soft-deleted it will **NOT** be available using APIs or data export.
{% endhint %}

{% hint style="info" %}
The auto-deleted data resides in the system Trash Can until the [Trash Can Preservation Limit](https://guides.mangoapps.com/admin-guide/home/trash-can#setting-the-preservation-limit-for-the-trash-can), after which it will be permanently deleted and **CANNOT** be restored.
{% endhint %}

{% hint style="info" %}
By default, network and team admins receive a reminder notification **60 days prior** to the set deletion date for the project/group/department/opportunity and network drive files. No reminders are automatically set for user's *My Drive*.
{% endhint %}

{% hint style="info" %}
Files module page displays a new node/filter *‘Files Pending Auto Delete’* (only for network users) that lists all the files that are up for auto-deletion within the next 60 days along with the a new file field *'Auto Delete On'* in the Files module page and *'Retention'* in the file details information page for all network and guest users. *This node/filter will be seen only if the file retention policy has been setup in your domain.*
{% endhint %}

![Data Retention settings in the Files module page](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LoTpdW5FTPJqTXDdJs8%2F-LoUBS8bHAAPK43WXj-a%2FCompliance%20-%20Data%20Retention%20-%20Files%20Module%20Preview.png?alt=media\&token=540f6bb9-70e6-4aa2-8070-8167e43f8efd)

{% hint style="info" %}
Depending on the user role, network admins see all the files that are pending auto-deletion, team admins see the files pending auto-deletion from the teams they are the administrators of and network users see files that are pending auto-deletion from their *My Drive*.
{% endhint %}

### Automatic Reminder Notification&#x20;

By default, the system automatically sets a Smart Reminder **60 days prior** to the set **auto-deletion date** for the project/group/department/opportunity and Network Drive files for network and team admins.

The formula for reminder date is:

* Data Retention Date (or Auto-delete rule date) - Reminder Date + 1 = Date of Reminder

For example,

|                                         Data Retention Date                                        |                                            - Reminder Date                                            | + 1 | Reminder Notification |
| :------------------------------------------------------------------------------------------------: | :---------------------------------------------------------------------------------------------------: | :-: | :-------------------: |
|           <p>Creation date of content is </p><p><strong>11th September 2019</strong></p>           |                                                                                                       |     |                       |
| <p>Auto Delete rule of 1 month from creation date is </p><p><strong>11th October 2019</strong></p> | <p>Smart Reminder set to 7 days before file deletion date</p><p><strong>4th October 2019</strong></p> | + 1 |  **5th October 2019** |

#### Reminder Notification In-App

File deletion reminder aggregates the count of all the files that will be auto-deleted in 60/30/7 days into 1 reminder to avoid spamming users with a reminder for each file.

![Reminder notification preview for auto-deletion](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LoePTGD9p1lPT-B7ioF%2F-LoebObUbEWZJdx4QpAj%2FCompliance%20-%20Data%20Retention%20-Reminder%20Notification%20Preview.png?alt=media\&token=cd8f8649-8222-4904-a5ca-39fa06a381f5)

Every network/team admin and network user can edit their reminder for upcoming content deletions like  they can for other reminders.

#### Reminder  Notification Over Email

File deletion reminder aggregates the count of all the files that will be auto-deleted in 60/30/7 days into 1 email notification to avoid spamming users with a reminder for each file.

![Reminder email preview for auto-deletion](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LoePTGD9p1lPT-B7ioF%2F-LoePYWA5kj5CgLPJ1PD%2FCompliance%20-%20Data%20Retention%20-Reminder%20Email%20Notification%20Preview.png?alt=media\&token=1d3bcf40-8a6f-4eda-affc-7e9ed6f7559d)

{% hint style="info" %}
By default, the system sends an email notification to a user's primary email address.
{% endhint %}

## FAQs

### How can network admins edit the smart reminders for File Retention?

By default, network admins and team admins would receive a reminder notification 60 days prior to the set auto-deletion date for the project/group/department/opportunity and network drive files via Smart Reminders. Every network admin can edit the Calendar Reminder for the automatically set auto-delete reminders. Also, admins can configure up to 3 Smart Reminders for 60/30/7 days for File Retention.

To edit the Smart Reminder:

1. Hover over the <img src="https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LfYABMN4WXmViZ-zBVS%2F-LfYFIzD8Pfcw5sr9e8l%2FGetting%20Started%20-%20Setting%20button.png?alt=media&amp;token=3e782b8e-e148-4a7d-a26d-a30765a1cf59" alt="" data-size="original">(**Settings**) button to display the drop-down list, and then click **Change My Settings**.
2. Click the **Smart Reminders** tab.
3. For the File Retention Smart Reminder settings,&#x20;
   1. Mark the checkbox to enable/disable the smart reminders for file retention.
   2. Select the days for which the automatic reminders will be set in the *Days* drop-down.
   3. Select the time to receive the reminder for the file retention set in the *Time* drop-down. *The timezone is as per the user's 'Locale' settings.*
4. Click the **Save Settings** button.

![Editing the Smart Reminders for File Retention](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LoTpdW5FTPJqTXDdJs8%2F-LoTzd0mAEYu-3k9vzS9%2FCompliance%20-%20Data%20Retention%20-%20Edit%20Smart%20Reminders.png?alt=media\&token=65662a21-92a0-487f-ac5e-6ab4b051ad2c)

{% hint style="info" %}
Changes made to the *Smart Reminder* settings will be effective on all new file retention items in the future at an individual-level only.
{% endhint %}

### I had configured Smart Reminders for File Retention but did not receive any reminders/notification, why?

The system sends a reminder/notification only **if there is a window of opportunity** for the reminder to be sent to the admin based on the Data Retention settings.&#x20;

For example,

* Current File Retention settings in Admin Portal are as follows:
  * **Data Retention > Retention Settings >&#x20;*****From creation date*** **AND**
  * **Retention Settings > Files > Delete >&#x20;*****Auto Delete after 1 day***
* Smart Reminder settings for File Retention are as follows:
  * **Remind me&#x20;*****7 days*****&#x20;before the file will be deleted. Remind me at&#x20;*****11:00 AM*****&#x20;(IST)**

You created/uploaded a file *(sample.txt)* in a team on 10th September 2019. As per the above settings, *sample.txt* will be auto-deleted and moved to the system Trash Can on 11th September 2019. Now since, the system does not have a window of opportunity, no reminder/notification is sent to the admins and the file is directly soft-deleted.

### What are the window of opportunities for Smart Reminders of File Retention?

The following table describes the window of opportunities for Smart Reminders of File Retention:

| Retention Settings                    | Window of opportunity        |
| ------------------------------------- | ---------------------------- |
| <p></p><p>Auto Delete after 1 day</p> | None                         |
| Auto Delete after 7 days              | None                         |
| Auto Delete after 1 month             | 7 days prior to delete       |
| Auto Delete after 3 months            | 60/30/7 days prior to delete |
| Auto Delete after 6 months            | 60/30/7 days prior to delete |
| Auto Delete after 1 year              | 60/30/7 days prior to delete |
| Auto Delete after 3 years             | 60/30/7 days prior to delete |
| Auto Delete after 5 years             | 60/30/7 days prior to delete |
| Auto Delete after 7 years             | 60/30/7 days prior to delete |
| Auto Delete after 10 years            | 60/30/7 days prior to delete |

### What happens to the groups and departments synced using AD/LDAP?

The archival and delete rules configured in MangoApps do **NOT** apply to groups and departments synced using AD/LDAP. AD/LDAP is considered the master source and MangoApps remains in sync with AD/LDAP server it is configured with.

### When the archive/delete rules are changed, do they become effective immediately?

Yes, the auto-archival and auto-delete rules once saved become effective **immediately** on the all existing and new content.

{% hint style="danger" %}
Take extra caution before you make a change to your Retention Settings.
{% endhint %}

### Are existing files affected by the changes to the Retention Settings?

Yes, the Retention Settings are applied to all existing and future files created/uploaded on the domain.&#x20;

For example, a user created/uploaded a file *(sample.txt)* in a team on 10th August 2019 and the archive/delete rules are set to ***Never Archive/Delete (Until creator/admin deletes it)***.

Now, a network admin changes the Data Retention settings on 10th September 2019:

* Current File Retention settings in Admin Portal are as follows:
  * **Data Retention > Retention Settings >&#x20;*****From creation date*** **AND**
  * **Retention Settings > Files > Delete >&#x20;*****Auto Delete after 1 month***
* Smart Reminder settings for File Retention are as follows:
  * **Remind me&#x20;*****7 days*****&#x20;before the file will be deleted. Remind me at&#x20;*****11:00 AM*****&#x20;(IST)**

As per the above settings, *sample.txt* was to be auto-deleted and moved to the system Trash Can on 9th September 2019. Now since, the system does not have a window of opportunity, no reminder/notification is sent to the admins and the file is directly soft-deleted.

### We have multiple admins. How do I know who last made a change to the Retention Settings?

All Retention Settings changes are logged in the *Audit Log* with the name of the admin who made the change, what was the change and the time the change was made.

### Can guest users set/edit Smart Reminders for File Retention?

No, guest users **CANNOT** set/edit smart reminders for File Retention since the option is not available to them. Only network admins, team admins and network users can.

### Do guest users receive an email notification for the file deletions?

No, guest users do NOT receive any email notification for upcoming content deletions.

### What is the typical retention life cycle for projects, groups, departments and opportunities?

![Typical retention life cycle](https://1733114811-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-Lclpq021Ai9jH1_X4gO%2F-LoQOAJoIgqjCevBh2mA%2F-LoQUZRCFbRSnFuBDXpL%2FCompliance%20-%20Data%20Retention%20-%20Retention%20Life%20Cycle.png?alt=media\&token=8bc06c13-818c-445b-8189-15f85564fd1f)

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