Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2
Topic Last Modified: 2011-03-19
Using retention policies, you can group one or more retention tags and apply them to mailboxes. A mailbox can't have more than one retention policy. Retention tags can be linked to or removed from a retention policy at any time.
A retention policy can contain the following retention tags:
- One or more retention policy tags (RPTs) for supported default
folders
- One default policy tag (DPT) with the Move to Archive
action.
- One DPT with the Delete and Allow Recovery or the
Permanently Delete action.
- One DPT for voice mail.
- Any number of personal tags
To learn more about retention policies and retention tags, see Understanding Retention Tags and Retention Policies.
Looking for other management tasks related to messaging records management (MRM)? Check out Deploying Messaging Records Management.
Prerequisites
- A retention policy with the same name as the one being created
doesn't already exist in your Exchange organization.
- One or more retention tags should exist so you can associate
them to the new retention policy.
Note: You can create a retention policy without linking any retention tags to it. Retention tags can be added or removed from a retention policy at any time. However, tags aren't applied to a mailbox until they're linked to a retention policy and the Managed Folder Assistant processes the mailbox.
What Do You Want To Do?
Use the EMC to create a retention policy
You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.
- In the console tree, expand the forest you want, and then
navigate to Organization Configuration >
Mailbox.
- In the action pane, click New Retention Policy.
- On the
Introduction page, complete the following fields:
- Name Use this box to type a name for
the retention policy.
- Add Click this button to add retention
tags to the policy. To remove a tag from the policy, click the tag
name, and then click Remove ().
- Name Use this box to type a name for
the retention policy.
- On the
Select Mailboxes page, click Add to select the
mailboxes to which you want to apply the retention policy.
Note: You can create a retention policy without applying it to any mailboxes. You can also apply the policy to mailboxes at a later time by using the EMC or the Shell. For details, see Apply a Retention Policy to Mailboxes. - On the New
Retention Policy page, review your configuration settings. To
make any configuration changes, click Back. To create the
retention policy, click New.
- On the Completion
page, review the following, and then click Finish to close
the wizard:
- A status of Completed indicates that the wizard
completed the task successfully.
- A status of Failed indicates that the task wasn't
completed. If the task fails, review the summary for an
explanation, and then click Back to make any configuration
changes.
- A status of Completed indicates that the wizard
completed the task successfully.
Use the Shell to create a retention policy
You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.
This example creates the retention policy Corp-Execs-RetPol and links the tags Corp-Exec-Default, Corp-Exec-Inbox, and Corp-Exec-DeletedItems to the policy.
Copy Code | |
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New-RetentionPolicy "Corp-Execs-RetPol" -RetentionPolicyTagLinks "Corp-Exec-Default","Corp-Exec-Inbox","Corp-Exec-DeletedItems" |
For detailed syntax and parameter information, see New-RetentionPolicy.
Other Tasks
After you create a retention policy, you may also want to: