Exchange 2010 Archiving & Retention Confusion

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!

tcloudAsked:
Who is Participating?

[Product update] Infrastructure Analysis Tool is now available with Business Accounts.Learn More

x
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

Adam BrownSr Solutions ArchitectCommented:
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.
0

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
tcloudAuthor Commented:
So there is no way to delete an email automatically after archiving it?
0
Adam BrownSr Solutions ArchitectCommented:
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.
0
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Exchange

From novice to tech pro — start learning today.