Taxonomy App allows you to export the retention labels in a format that is accepted by the Compliance Center File Plan Import.
1. Navigate to the taxonomy details page.
The taxonomy details page is displayed.
2. Click the 
icon against the taxonomy name.
A dropdown list is displayed.
3. Click Export.
The Export dropdown list is displayed.
4. Click Export taxonomy.
There are two situations for the downloaded file; either the Retention labels are downloaded in a single Excel file or as a zip file containing a set of Excel files.
In case one of the retention labels or more uses the option "Change the retention label" at the end of the retention period, a zip file will be downloaded. The zip file contains the instructions to upload the retention labels to the Compliance Center.
Process to Import Retention Labels to the Complience Center.
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1. Navigate to the Complience Center and login.(https://compliance.microsoft.com/recordsmanagement?viewid=fileplan)
2. Import all the replacement retention files from the folder "ReplacementRetentionLabels" in the predefined order.
3. Once all the replacement labels are imported - at last import the RetentionLabels.csv file
In case none of the retention labels uses the option "Change the retention label" at the end of the retention period, only excel file will be downloaded.
For following tables provides details about the fields in the excel file.
Fields | Description |
LabelName | Specifies the name of the retention label that is unique in your tenant. |
Comment | Description about the retention label for admins. |
Notes | Description about the retention label for users. A default description is displayed, when the field is left blank explaining the label's retention settings. |
IsRecordLabel | Specifies whether the label marks the content as a record. Valid values are: TRUE - The label marks the item as a record and as a result, the item can't be deleted. FALSE - The label doesn't mark the content as a record. This is the default value. |
RetentionAction | Specifies action taken after the value specified by the RetentionDuration property (if specified) expires. Valid values are: Delete - Items older than the value specified by the RetentionDuration property are deleted. Keep - Retain items for the duration specified by the RetentionDuration property and then do nothing when the duration period expires. KeepAndDelete - Retain items for the duration specified by the RetentionDuration property and then delete them when the duration period expires. |
RetentionDuration | Specifies the number of days the content is retained. Valid values are: Unlimited - Items will be retained indefinitely. *n - A positive integer in days; for example, 365. The maximum number supported is 36,525, which is 100 years. |
RetentionType | Specifies whether the retention duration (if specified) is calculated from the content creation date, event date, when labeled date, or last modified date. Valid values are: CreationAgeInDays EventAgeInDays TaggedAgeInDays ModificationAgeInDays |
ReviewerEmail | Specifies the email address of a reviewer in your tenant for the KeepAndDelete retention action so that a disposition review will be triggered when the retention duration expires. |
ReferenceId | Specifies the value that's displayed in the Reference Id taxonomy descriptor, which can be used as a unique value to your organization. |
DepartmentName | Specifies the value that's displayed in the Function/department taxonomy descriptor. |
Category | Specifies the value that's displayed in the Category taxonomy descriptor. |
SubCategory | Specifies the value that's displayed in the Subcategory taxonomy descriptor. |
AuthorityType | Specifies the value that's displayed in the Authority type taxonomy descriptor. |
CitationName | Specifies the name of the citation displayed in the Provision/citation taxonomy descriptor. For example, "Sarbanes-Oxley Act of 2002". |
CitationUrl | Specifies the URL that's displayed in the Provision/citation taxonomy descriptor. |
CitationJurisdiction | Specifies the jurisdiction or agency that's displayed in the Provision/citation taxonomy descriptor. For example, "U.S. Securities and Exchange Commission (SEC)". |
Regulatory | Specifies whether the label marks the content as a regulatory record, which is more restrictive than a record. Valid values are: TRUE - The label marks the item as a regulatory record. FALSE - The label doesn't mark the content as a regulatory record. This is the default value. |
EventType | Specifies an event type used for event-based retention. |
IsRecordUnlockedAsDefault | Specifies whether the item marked as a record is unlocked when the label is applied. Valid values are: TRUE - The item marked as a record is unlocked when the label is applied. FALSE - The item isn't marked as a record or is marked as a record but is locked when the label is applied. |
ComplianceTagForNextStage | Specifies the name of a replacement label to be applied at the end of the retention period. If Regulatory is TRUE, this property is not specified. |