Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2

Topic Last Modified: 2010-07-21

Planning for Compliance

Learn about factors you must consider when planning for compliance.

Create a Message Classification

Message classifications allow your organization to comply with e-mail policies and regulatory responsibilities. When a message is classified, the message contains specific metadata that describes the intended use or audience of the message.

Transport Rules

Transport rules allow you to apply messaging policies to e-mail messages that flow through the transport pipeline on Hub Transport and Edge Transport servers. Transport rules help you to comply with messaging policies, secure messages, and protect messaging systems.

Information Rights Management

Information Rights Management (IRM) allows your organization and your users to apply persistent protection to messages so that access is restricted to authorized users and actions (such as forwarding, copying, and printing message content).


Journaling can help your organization respond to legal, regulatory, and organizational compliance requirements by recording inbound and outbound e-mail communications. When planning for messaging retention and compliance, it's important to understand journaling, how it fits in your organization's compliance policies, and how Microsoft Exchange Server 2010 helps you secure journaled messages.

Messaging Records Management

Messaging records management (MRM) makes it easier to retain the messages needed to comply with company policy, government regulations, or legal needs. MRM also helps remove older content that has no legal or business value. This is accomplished through the use of retention policies or managed folders.


Discovery consists of Multi-Mailbox Search, a tool that allows authorized discovery managers, legal professionals, and Human Resource professionals to perform mailbox searches across the Exchange 2010 organization for messages matching specified criteria.

Litigation Hold

Litigation hold allows you to preserve messages for an extended period and protect them from permanent deletion. It also maintains the version history for items modified while litigation hold is enabled for a mailbox.


Personal archives allow you to gain control of your organization's messaging data by eliminating the need for .pst files. Personal archives also allow users to store their messages in an archive mailbox that's accessible by using Microsoft Outlook 2010 and Microsoft Office Outlook Web App.

Mailbox Audit Logging

Mailbox audit logging allows you to audit mailbox access by mailbox owners, delegates, and administrators. You can also use audit logging to audit actions such as deletions and access to messages and folders.