This article describes the Adjust Retention for Media-Only Records data retention policy action.

The Adjust Retention for Media-Only Records policy is implemented to allow adjusting the retention of the Media-Oly records with the retention of the referencing CDR-Only records. This policy should only be used when the retention of the Media-Only records cannot be set directly with an upload policy for some reason (Genesys Active Recording, BT IPTrade TPO based recording). For instance, the retention of the recorded conversations depends on additional metadata which is only available on the CDR-Only records. In that case, the upload policy for the CDR-Only records will set the retention based on the user/group information or based on a custom metadata field (e.g. call center queue name in the Genesys call center). The upload policy for the Media-Only records should either set the retention to the lowest used by the system or not set at all. And once the records are uploaded, the Adjust Retention for Media-Only Records policy can be scheduled to synchronize the retention. This policy must run after the retention is set for the CDR-Only records, otherwise, the system will not able to adjust the retention for the Media-Only records. The best practice is to schedule the Adjust Retention for Media-Only Records policy for the night hours.

The new retention setting is updated on the supported storage platforms as well, using the API integration, see WORM for more information.

Reducing the Retention Period is not possible when user-based or policy-based retention is used, for more information see Data retention.

The Adjust Retention for Media-Only Records police is a new type of policy that is implemented in a different way than the other policies. The policy maintains two timestamps in order to reduce the number of database record scans:

• Processed up to Recording Start Time: when the processing is done for a given point in time, the system notes the Start Time of the latest processed recording and will not scan the records before this time.
• Processed up to Update Timestamp: when certain CDR data changed, the records should be re-evaluated by the policies. For example, if the record was moved to a storage target, or got a label, then the policies that did not match previously should be checked again if they match it after the change. When such change occurs, the Update Timestamp of the record will be set to the current time, and the policies will reevaluate the record

Configuring the Adjust Retention for Media-Only Records policy

To create an Adjust Retention for Media-Only Records policy, follow the steps below:

Step 1 - Follow the generic policy creation steps described on the following page: Data management policies

Step 2 - Select Adjust Retention for Media-Only Records as the action

Step 3 - Select your filters to specify which conversations should be affected by this policy. It is recommended to use filters such as Source Platform to narrow down the records affected by the policy

Step 4 - Click on Save