Retention Policy Tag on Exchange 2010 SP2 using Outlook 2010

Posted on 2013-12-10
Last Modified: 2014-01-02
I will be implementing a RPT for the default Outlook folders. I will have it set for 13 months and not sure that once the RPT is active, if a user moves a message to another drive(EG: shared network drive or Outlook Personal Folder) if that RPT will follow where they are moved and also remove them when the 13 month kicks in.
Question by:donebert
Welcome to Experts Exchange

Add your voice to the tech community where 5M+ people just like you are talking about what matters.

  • Help others & share knowledge
  • Earn cash & points
  • Learn & ask questions
  • 4
  • 2
LVL 63

Accepted Solution

Simon Butler (Sembee) earned 250 total points
ID: 39709294
If the email item is removed from Exchange either to a file share or a PST file then it is no longer under the control of the policy tag. You should disable PST files in the network using group policy.


Author Comment

ID: 39709315
I know some policy tags follow the messages if they get moved, I was not sure if the RPT did as well. You mentioned about disabling PST files. Is this a requirement for the Policy Tag? I will be circling around in the near future to add a DPT to the PST files b/c they are getting out of hand. This is due for many years of people hanging on to everything. They have until Jan 1st, 2014 to clean their email up.

Author Comment

ID: 39709336
I went into the Organization Configuration and clicked on Retention Policy Tags and the attached document already shows some tags. Do I need to remove these or will it screw up my exchange enviroment? Most of them say TRUE making me believe they are in place already?
Instantly Create Instructional Tutorials

Contextual Guidance at the moment of need helps your employees adopt to new software or processes instantly. Boost knowledge retention and employee engagement step-by-step with one easy solution.


Expert Comment

ID: 39709357
They are in place but may not have any users attached to them. If you open them up i believe you can see what users they are applied to. Policy tags do not fallow the message only apply to the folder they are applied to. So if you only apply the tag to the inbox only messages in the inbox will be moved/deleted/whatever if the user moves the messages out of the inbox into a folder not under the inbox, it will not be processed. Also most of those personal tags are manual settings that the end user needs to apply to specific folders or messages, if it is applied to the message THEN it will fallow the message but that is a manual thing most of the time.

Author Comment

ID: 39709371
Can you tell me when I can select a TAG type I have individual folder(EG inbox, deleted etc) Should I create a tag for each one and assign to the mailboxes? There is an option for "All other folders in Outlook" not sure if this does all of the default folder which would be good for me or does it apply to personal folders as well?

Assisted Solution

Sean earned 250 total points
ID: 39709382
See where it shows Type in your screen shot. if it is a personal tag, then those are for the user to apply to their folders and messages of choice. If it shows inbox or all folders etc then those are tags you apply and the user has no control over.

Author Comment

ID: 39709392
So I can create a Retention Policy Tag now and it won't start until I create a Retention Policy to assign to mailboxes correct?

Featured Post

SuperAntiSpyware Licenses Discounted by 25% !

Exclusive offer to Experts Exchange Members!
Buy SuperAntiSpyware License(s) from us and save 25% on the regular purchase price.
- Includes Full SuperAntiSpyware Vendor Support Entitlements
- Your Subscription does not begin until you activate your license
- Buy for your friends

Question has a verified solution.

If you are experiencing a similar issue, please ask a related question

This article lists the top 5 free OST to PST Converter Tools. These tools save a lot of time for users when they want to convert OST to PST after their exchange server is no longer available or some other critical issue with exchange server or impor…
Changing a few Outlook Options can help keep you organized!
In this video we show how to create an Address List in Exchange 2013. We show this process by using the Exchange Admin Center. Log into Exchange Admin Center.: First we need to log into the Exchange Admin Center. Navigate to the Organization >> Ad…
Exchange organizations may use the Journaling Agent of the Transport Service to archive messages going through Exchange. However, if the Transport Service is integrated with some email content management application (such as an antispam), the admini…

739 members asked questions and received personalized solutions in the past 7 days.

Join the community of 500,000 technology professionals and ask your questions.

Join & Ask a Question