Documentation

Create a deletion policy for a dataset

We recommend using the Data Lifetime application to set deletion policies. However, in some cases, it may be more appropriate to configure policies directly on a dataset. When viewing a dataset, select the Details tab, then Lineage-aware retention policies to create a new policy.

Familiarize yourself with the various permission roles before attempting to create a new deletion policy. You must have the Data Governance Officer role or Dataset Editor privileges to perform the steps in this guide.

Follow the steps below to create a lineage-aware deletion policy.

Navigate to Applications from the left navigation panel, choose Security & governance, then select Data Lifetime.
Select + New Policy and add the necessary information, including the policy name, type, and deletion date.

The + New Policy button in the Data Lifetime application.

Choose Create policy to land on the configuration details page of the new policy. Learn more about deletion policy types.

Create policy

Select Apply to dataset in the upper left of the screen.

Apply a policy to a dataset.

Choose the dataset to which you want to apply the new policy.

Choose a dataset to which you will apply a policy.

Once you locate the appropriate dataset, choose Select to apply the policy. You should see a green success message appear at the top of your screen, confirming that the policy was successfully applied to the chosen dataset. Learn how to further verify it a policy was properly applied.