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Understanding Default Policy Tags in Exchange 2010

Posted on 2014-03-26
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I'm having difficulty understanding the terminology for Default Policy Tag, and how to create one, and what it applies to.

The Microsoft definition:
Default policy tags: DPTs apply to untagged mailbox items in the entire mailbox. Untagged items are mailbox items that don't already have a retention tag applied, either by inheritance from the folder in which they're located or by the user.

When I go to create a Retention tag - there is no option for a Default Policy Tag.

Am I correct in saying the following statement:
When creating a Retention Policy Tag type: All other folders in the mailbox  with action Move to Archive after 60 days, this will apply to the entire mailbox and its contents.

The exception of this, is when I have specified a Retention Policy tag, for example Deleted Items, Permanantly Delete, 30 day retention

The deleted items folder in this case will have 30 day delete rule, instead of the 60 day move to archive.
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Another scenario:

A Retention Policy Tag is created with type: All other folders in the mailbox  with action Move to Archive after 60 days, this will apply to the entire mailbox and its contents

A Retention Policy Tag is created with type: Inbox  with action Move to Archive after 60 days, this will apply to the Inbox folder

The two policies above are essentially the same thing being applied to the Inbox folder.


Thanks for helping clear up this confusion.
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Question by:fireguy1125
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Adam Brown earned 2000 total points
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There's a bit of a terminology switch going on with that, I think. The Default Policy is a Policy tag that has a setting of "Applies to all other folders" as the tag. This means that you can only have one rule with that setting in any Retention policy. http://blogs.technet.com/b/theexchangeguy/archive/2012/06/04/retention-polices-and-tags-101.aspx has a good explanation.

Basically the Policy you outline is setting a Default policy that applies to all folders *except* folders with other tags applied. So in your example, the only reason the inbox will follow the rule for both of those tags is because the rule is the same for both tags. The only tag that is *actually* applying is the Inbox tag. If you were to change the inbox setting to 30 days, then the inbox (and all sub-folders) would have emails moved after 30 days, and all other folders would do it after 60 days. Make sense?
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