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Exchange 2010 Archiving & Retention Confusion

Posted on 2011-03-25
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Last Modified: 2012-05-11
I've read quite a few articles on the new Exchange 2010 SP1 archiving and retention policies and how the enable/implement/manage.  I am however, a little confused about proper way to configure with the way the tags config screens are presented and some of the options are restricted.

Here is what I want to accomplish.
A) ALL email in mailbox gets default RETENTION of 1 year (system folders and personal).
B) All email in mailbox gets ARCHIVED after 3 months.
C) Additional TAG(s) for manual RETENTION of 2, 3, 4, & 5 years for special items [in Personal Folders ion MBX or ARCH].

To accomplish (A), do I...
1. Create individual tags for Contacts, Conv, Del, Drafts, Inbox, [etc], and 'All other folders' that each have a 1 YEAR RETENTION with ACTION = DELETE, and

To accomplish (B),
2. Create 1 tag with 'All other folders' 3 MONTH RETENTION and ACTION = ARCHIVE?

Does 'All other folders' archive tag apply to inbox/del/contacts/etc?  Seems like 'all other' would exclude these, but then that means you cant set 1 year retention and 3 month archive on the same mailbox folder.

Any clarification would be greatly appreciated!

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Question by:tcloud
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Adam Brown earned 500 total points
ID: 35701803
Something you should probably know here. The big difference between retention and archiving is that Retention policies will prevent items from being deleted in a mailbox, and then the action on the retention tag occurs. If the action is Archive, the email is moved into a completely different mailbox. Either it is sent to a personal Archive mailbox on the exchange server or it is archived to a PST file on the user's computer. In either situation, the email no longer exists in the mailbox and falls out of the scope of any other Retention policies that may apply. So in short, no, you can't set a 1 year Retention with delete and 3 month archiving policies on the same folder.
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by:tcloud
ID: 35804108
So there is no way to delete an email automatically after archiving it?
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Expert Comment

by:Adam Brown
ID: 35804120
Not as yet. There isn't a way to apply retention policies to Archive folders, so they will stay in the archive until purged manually.
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