Assess messaging records management (MRM) requirements for different sets of users.

Understanding Messaging Records Management

Determine which Microsoft Outlook client versions are in use.

Get-LogonStatistics

Create retention tags.

Create a Retention Tag

Create retention policies.

Create a Retention Policy

Add retention tags to retention policies.

Add or Remove Retention Tags from a Retention Policy

Place mailboxes on retention hold.

Place a Mailbox on Retention Hold

Apply a retention policy to a single mailbox for testing purposes.

Apply a Retention Policy to Mailboxes

Optional: Implement client blocking to block legacy Outlook clients.

Configure Outlook Client Blocking

Begin user communication and training activities. Include a deadline when retention policies will be processed, and items moved or deleted.

Not applicable

Apply retention policy to additional mailboxes.

Apply a Retention Policy to Mailboxes

A few days in advance, remind users about the deadline.

Not applicable

At the deadline, remove the retention hold from mailboxes.

Place a Mailbox on Retention Hold