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SharePoint Server 2007 Help and How-to >  Site management >  Managing business processes >  Managing policies
Share information management policies between site collections
Share information management policies between site collections

To apply an information management policy across several site collections, you can export a policy from one site collection and then import it to another.

Export a policy

Exporting a policy creates an XML file that can be imported to another location.

  1. On the home page of the site collection in which the policy resides, click Site actions, point to Site Settings, and then click Modify All Site Settings.
  2. In the Site Collection Administration section, click Site collection policies.
  3. Click the policy you want to export, scroll to the bottom of the policy, and then click Export.
  4. At the prompt to save or open the file, click Save, and then select a location to save the file to.

    Select a location that is available to the site collections that are importing the policy.

  5. When the Download Complete dialog is displayed, click Close.

Import a policy to a different site collection

Importing an information management policy enables you to apply it to content types, document libraries and lists, or make it the default policy for a site collection.

  1. On the home page of the site collection to which you want to apply the policy, click Site Actions, point to Site Settings, and then click Modify All Site Settings.
  2. In the Site Collection Administration section, click Site collection policies.
  3. On the Site Collection Policies page, click Import, and then click Browse to find the XML file for the policy.
  4. Select the XML file in which the policy has been saved, and then click Open.
  5. On the Import a Site Collection Policy page, click Import to add the policy to the site collection.

 Note    To make the imported policy the default for the site collection, on the Site Collection Policies page, click Settings, and then in the Use a site collection policy list, select the imported policy.