Introduction

Content Retention Manager for Confluence helps teams manage content retention policies related to information governance best practices within Atlassian Confluence. Content Retention Manager makes it easy for teams to deploy a content retention policy, track all content across Atlassian Confluence against the organization's defined data retention policies, automate removal of content, create exceptions, and provide an audit trail to meet compliance and regulatory needs. Content Retention Manager for Confluence helps teams across Legal Operations, Human Resources, and IT easily manage how long content is stored or retained across Atlassian Confluence instances, reduce risk, and meet increasing regulatory requirements. This app is incredibly powerful; with the ability to index all data and purge (irreversibly remove) content in bulk actions; this guide will help you safely deploy Content Retention Manager for Confluence into your team's spaces.

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How it works

Content Retention Manager focuses on information governance for Atlassian Confluence falling into two basic categories retention and removal.

• Retain content on Atlassian Confluence for as long as you need it. You can retain content for a set or indefinite time. Content remains available to admins even when a user archives or deletes the page or blog.

• Remove content on Atlassian Confluence when you no longer need it. You can purge content from Atlassian Confluence when it is no longer needed. Once purged, content cannot be recovered by admins or users meeting non-discoverable requirements of expired content for legal ops and compliance requirements.

Data Management within Content Retention Manager

Content Retention Manager for Confluence sits directly on your Atlassian Confluence instance and does not retain any data, content, or user information on external systems. There is no data egress from the app to external services. The service is wholly contained within your cloud instance. When content is purged by Content Retention Manager, it cannot be recovered by users or admins. You can read more on the Privacy & Security of the app in the Atlassian Marketplace.

Recommended First Steps

Before getting started, we recommend you read through our content on data retention best practices and familiarize yourself with any laws or regulations your team may need to comply with.

Info

We recommend you review all policies, practices, and processes related to this app with your company's legal representative before you begin enforcing any retention policies. This will help you remain compliant with any applicable laws or regulations.

The following are recommended as steps to take before deploying Content Retention Manager for Confluence:

1. Understand why it is important to develop and implement data retention policies for your team
2. Familiarize yourself with laws and regulations you may be already subject to
3. Consider best practices when implementing content retention policies.
4. Have a defined company retention policy ahead of time.
5. Have an instance of Atlassian Confluence, Free, Standard, or Premium can work with our Content Retention Manager apps.

Warning

We recommend testing the Content Retention Manager for Confluence app on a test or development instance of your Atlassian Confluence space to get familiar with it's functionality and that any automation you enable perform as expected before deploying to your team's primary space.

Accessing Content Retention Manager for Confluence

Due to the sensitivity and capability of Content Retention Manager for Confluence, only Site Admins of an Atlassian Confluence space can use the tool. Organizations can adjust user settings to allow for team members who need to engage with Content Retention Manager in the Atlassian Confluence Administration settings.

Content Retention Manager for Confluence is contained in the Apps section of Atlassian Confluence Administration tools at the top right of a Atlassian Confluence space. Access to the Admin tools are only available to Atlassian Confluence Site Administrator user levels.

1. Go to Atlassian Confluence Administration tools

2. On the left navigation pane, scroll down to Apps

3. Content Retention Manager for Confluence will be visible there.

Key Functions of Content Retention Manager

Function	Use
Content Audit	This main view allows a Site Admin to view all content, by space, and its current status against a defined Data Retention Policy. Within content audit is where an admin can take action to delete content, purge content, and extend the retention period of specific content.
Policies	A policy define the retention period for contents
Default retention	A default retention can be specified and applied to all contents in absence of retention rules and extensions.
Retention Rules	Retention rules associate policies with entities such as spaces or users. When a rule applies, the associated policy supersedes the Default Retention.
Extensions	Extensions are the ability to allow any content to live on for a defined or indefinite amount of time beyond the company's default or other defined retention policies. An extension applies to individual contents and overrides the policies.
Audit Log	The audit log helps you keep track of who and when policies are updated. The log also records when content status changes to deleted and purged by user or automation. The audit log is how you monitor and keep a record of your retention policy in action.
Automation	Automation allows for you to keep your retention policy active with system processed retention enforcement and purging.