Configuring Exchange Retention Policy

Posted on 2011-10-19
Last Modified: 2012-05-12
I'm trying to configure an Exchange 2010 archive policy.

Here are the specifics:
All mail in mailbox (inbox, personal folders, etc..) to move to Archive after 1 year.
All mail deleted after 7 years from archive (or live mailbox is they used a personal tag to say never move to archive)

I want to make sure i'm doing this correctly.
I have set the following retention tags into my policy
1 year Move - (Type All other folders in mailbox) (Action - Move to Archive) (Age - 365 days)
7 year Delete - (Type All other folders in mailbox) (Action - Permanently Delete) (Age - 2555)

I thought you could have 1 default move to archive and 1 default delete policy tags in 1 retention policy.  When i look in outlook each message is saying its a 7 yr delete and i dont see the tag for the 1 year move to archive.

Am i not setting this up correctly or did i miss a step?
Question by:gleek
    LVL 7

    Expert Comment

    in EMS when you type Get-RetentionPolicy  | fl do you see the 1yr archive policy?
    LVL 2

    Author Comment

    it is one of the tag links yes.  you can also see it via the gui
    LVL 7

    Expert Comment

    did you enable archiving on the accounts?
    "Once we have our Retention Policy we now must enable archiving for our users.  Locate the users you wish to enable for archiving using the EMC under Recipient Configuration and Mailbox, highlight their names and from the action menu select Enable Archive.  You will get prompted if you would like to continue and simply click Yes.  The user will now have an archive mailbox.  You will notice this because the icon will appear differently in the EMC.
    Once the user has been configured for archiving we will need to apply our Retention Policy we created above to the archive mailbox.  We can apply that retention policy by performing the following command:
    Set-Mailbox “Username” –RetentionPolicy “Users-RP”
    This command will then apply the Retention Policy we created above with the RPT we created in the previous post.  The user’s content of their mailbox will then archive anything older than 30 days.
    Keep in mind that you can create multiple Retention Policies and Retention Tags for different business units in your organization.  Some may want to have a retention policy of 1 month (30 days), 3 months (90 days), six months (180 days), or a year (365 days), or ten years (3653 days).
    So, once archiving is enabled we will now see a new archiving mailbox in our folder list.
    LVL 2

    Author Comment

    yes archiving is enabled.  you would not see those tags available in outlook unless you were part of that archiving policy.
    LVL 2

    Accepted Solution

    The policy worked correctly once you removed all the other tags and re-ran the assistant
    LVL 2

    Author Closing Comment

    Policy was resolved by my actions.

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