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Personal Retention Tags in Exchange 2013

Posted on 2014-04-11
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Last Modified: 2014-05-05
Hi,

We are migrating from Exchange 2007 to 2013. We don't want to ask users to apply personal retention tags for the sub-folders in Inbox and Sent Items, we want to achieve it by a script or group policy. Our policy for any sub-folder other than Inbox and Sent items is different.

Any help will be appreciated.

Thanks
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Question by:IOIT
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Expert Comment

by:Bembi
ID: 39999999
Retention tags are connected to retention policies. So if you create a personal retention tag for a default folder, you can apply this retention tag just by adding it to a retention policy and to make sure, the user gets it (either you change the default policy or you apply the users mailbox to this retention policy.

No need to force any user to do something.
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Author Comment

by:IOIT
ID: 40000169
Thanks Bembi for the response.
Challenge we are facing that 300 Users with subfolders in Inbox, we don't want to ask users to apply personal tags to each inbox subfolder because Exchange 2013 default behavior is to inherit retention policy to each subfolder unless personal tag apply manually.
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Assisted Solution

by:Bembi
Bembi earned 250 total points
ID: 40000319
OK, i see...
Subfolders in the inbox is at all a bad idea. I know a lot of users do it but due to performance reasons not recommended.

But do not solve the issue. If you apply rentetion policies, you have to know the folders. So as any kind of outlook folders is individual, I do not really see a change to apply individual rentention policies  tags to folders, which are created by the users.

For well kno folders it is not a problem, but individual user settings is not really a way to catch them.

On the other hand, dependend on your retention tags. If you move just items to an archive folder, the retenten policies would move the inbox as well as the content isnide into the archive, Nothig is lost and the user need just to look into the archive folder.

For other policies it is quite more difficult as you can not really get rid of them.

If you ask me, tell your users tha all inbox subfolders will be deleted and they have to move the items to subflders. OK, you will not, but this at least forces some of them to make a cleanup. Or something into this diretion.
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Accepted Solution

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IOIT earned 0 total points
ID: 40032081
Thank you for your detailed response. We opened ticket with Microsoft to achieve it through script because I can not ask user who has many folders (100s) as subfolder in Inbox to apply personal tag and if he misses one, then I have to restore his mails.

Microsoft confirmed that there is no way to achieve this unless we develop in house script by using EWS.

I spent some time on this but couldn't achieve, for us solution was to ask users to move their folders out from inbox (Like you said).
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Author Closing Comment

by:IOIT
ID: 40041624
I believe this is something that Microsoft should look into and give solution in their MRM2.0.
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