Office 365 - Auto-archive emails over 1 year

Have some users that have Office 365 E3 licenses with huge mailboxes. Already have the archive set up for these users and have been moving items manually. Want to automate the process to have all emails (anything in any folder including sent and deleted items) go into the Office 365 In-Place archive that are over a year old.

What's the easiest way to handle that through the Office 365 Portal? I already set up a Retention Tag called '1 Year Move to Archive' type default, 365 day retention period, and archive as the retention action.

Do I need to set up a new Retention Policy with that Retention Tag and then apply it to the user? Will that do everything in their mailbox including all email folders, sent, and deleted items?
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mvalpredaAsked:
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ChiITCommented:
Hi mvalpreda,

1. You need to enable archive on each user that you want archive setup. For that, go into exchange in the O365 portal, select recipients- mailboxes, select the user and then enable in-place archive.

2. Under retention policies in compliance management, either create a new policy, or just edit the default one and make sure the archive retention tag you created is in there.

3. Last, for each user make sure when edit the user in recipients-mailboxes, and check that the retention policy you created (or the default one) is selected. You can see this under mailbox features for each user.

Don't get worried if it doesn't take effect right away, It may take a little while for it to kick in once you save everything, so save and then check back in a while to see if it's applied.
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mvalpredaAuthor Commented:
I already set up a Retention Tag called '1 Year Move to Archive' type default, 365 day retention period, and archive as the retention action.

Will that work for all items including sent and deleted items?
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ChiITCommented:
If you selected default when you created the retention tag yes it should include sent items and deleted items.

This article might help

https://technet.microsoft.com/en-us/library/dn783294(v=exchg.150).aspx
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ChiITCommented:
By the way, whenever I do something like this, I always apply it to one mailbox first as a test, just something you might want to consider.
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