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How to change options on Exchange 2010 Archive Policy Context Menu?

Posted on 2011-02-13
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Last Modified: 2012-05-11
Using Exchange 2010 Enterprise Edition...

When a client using OWA wants to specify an Archiving Policy to an item, they right click it and choose from a list of Archiving Options.  Currently those options are:

Personal Never Move to Archive
Personal 1 Year Move to Archive
Personal 5 Year Move to Archive
Use Folder Policy

I need to add a new option to this context menu to allow employees to comply with management's newest grand idea.  How do I add another option to this Archiving Policy Context Menu?

TIA,
Jason
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Question by:SqueezeOJ
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5 Comments
 
LVL 6

Expert Comment

by:craig_j_Lawrence
ID: 34894356
rather than re-invent the wheel - Elan has created this great blog post on how to create new retention tags and policies
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Author Comment

by:SqueezeOJ
ID: 34898908
Thanks for the input, Craig.

Unfortunately Elan's blog post doesn't explain what I need to know - at least not explicitly.

Here are some screenshots of what I want to do:

Archive Policy Menu in OWAThis first screenshot shows the Archive Policy menu as my users see it in OWA.  I need to add a new option to this menu.

Retention Tags Available on the Exchange ServerThis second screenshot shows the Retention Tags present on my Exchange Server.  I want to add the first one (pointed to) to the Archive Policy menu in the first screenshot.

Any help will be greatly appreciated.
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LVL 6

Assisted Solution

by:J P
J P earned 500 total points
ID: 34904050
this is the info you need...

"Personal tags are available to Outlook 2010 and Outlook Web App users as part of their retention policy. Users can apply personal tags to folders they create or to individual items, even if those items already have a different tag applied. In Outlook 2010 and Outlook Web App, personal tags with the Move to Archive action appear as Archive Policy, and personal tags with the Delete and Allow Recovery or Permanently Delete actions appear as Retention Policy"

In Exchange 2010 SP1, users can use the Exchange Control Panel (ECP) to select additional personal tags that aren't linked to their retention policy. The selected tags then become available in Outlook 2010 and Outlook Web App. To enable users to select additional tags from the ECP, you must add the MyRetentionPolicies Role to the user's role assignment policy. To learn more about role assignment policies for users, see Understanding Management Role Assignment Policies. If you allow users to select additional personal tags, all personal tags in your Exchange organization become available to them.

reference: http://msdn.microsoft.com/en-us/library/dd297955.aspx

let us know if need anything specific...
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LVL 6

Accepted Solution

by:
J P earned 500 total points
ID: 34904104
adding some explicit steps as previously requested

Create a TAG
New-RetentionPolicyTag "TEST_Personal_Tag" -Type Personal -Comment "TEST_Personal_Tag" -RetentionEnabled $true -AgeLimitForRetention 365 -RetentionAction MoveToArchive

Open in new window


Apply the TAG to a POLICY
New-RetentionPolicy "TEST_Retention_Policy" -RetentionPolicyTagLinks "TEST_Personal_Tag"

Open in new window


Link USER to POLICY
Set-Mailbox "You_Users_Mailbox" -RetentionPolicy "TEST_Retention_Policy"

Open in new window


Finish Up Tasks
-Run in EMS: Start-ManagedFolderAssistant
-Enter "You_Users_Mailbox" when prompted
-Relogin to "You_Users_Mailbox" OWA
-Check the menu
0
 

Author Closing Comment

by:SqueezeOJ
ID: 34908177
THANK YOU!

Your general directions were good - but your exact directions were GREAT.

Now I can sleep at night...
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