Exchange 2013: Converting user .pst (archives) to In-Place Archives?
Posted on 2016-07-14
Since the dawn of time, my company has used .pst files to archive emails to keep mailboxes from becoming full. We're currently running Exchange 2013 Std on a Server 2012 R2. We have Exchange Std. CALs and client PCs have Office Std. 2013. I would like to consider converting from .pst files to using the Exchange archive mailboxes. But I'm running into some confusion and misinformation.
I have, so far...
- Created an archive database on the server
- Enabled in-place archive on a test user (me)
- Can view the Online Archive in my Outlook 2013
- Drag-and-drop email into the Online Archive in Outlook 2013
If I understand correctly...
- I need to add an Exchange Enterprise CAL for any users who will use this feature
I am unsure about...
- I've been told I need Office Pro to be able to use Online Archives, which is weird since it seems to work in my Outlook Std.
- How to set up "automatic archiving" to the online archive instead of a .pst file.
- I think I need to set up retention policies and retention tags, but I've gotten lost on learning how to do this.
- I've added the "Assign Policy" icon to my ribbon in Outlook, but it is grayed out.
- How to import .pst files into the in-place archive mailboxes
I think I have the gist of what needs to be done, but there's the licensing/Outlook confusion. And I'm getting a bit lost on the final steps with finding a good how-to set up the policies and importing .pst files.