troubleshooting Question

Exchange 2013: Converting user .pst (archives) to In-Place Archives?

Avatar of Eric Jack
Eric JackFlag for United States of America asked on
ExchangeWindows Server 2012Outlook
6 Comments1 Solution473 ViewsLast Modified:
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.
ASKER CERTIFIED SOLUTION
Join our community to see this answer!
Unlock 1 Answer and 6 Comments.
Start Free Trial
Learn from the best

Network and collaborate with thousands of CTOs, CISOs, and IT Pros rooting for you and your success.

Andrew Hancock - VMware vExpert
See if this solution works for you by signing up for a 7 day free trial.
Unlock 1 Answer and 6 Comments.
Try for 7 days

”The time we save is the biggest benefit of E-E to our team. What could take multiple guys 2 hours or more each to find is accessed in around 15 minutes on Experts Exchange.

-Mike Kapnisakis, Warner Bros