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Checklist: Deploying Retention Policies

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Applies to: Exchange Server 2010 SP3, Exchange Server 2010 SP2

Use this checklist to deploy retention policies in your Microsoft Exchange Server 2010 organization. Before you start working with this checklist, make sure you're familiar with the concepts in the following topics:

Checklist for Deploying Retention Policies

Done? Tasks Topic

 

Assess messaging records management (MRM) requirements for different sets of users.

Understanding Messaging Records Management

 

Determine which Microsoft Outlook client versions are in use.

Get-LogonStatistics

 

Create retention tags.

Create a Retention Tag

 

Create retention policies.

Create a Retention Policy

 

Add retention tags to retention policies.

Add or Remove Retention Tags from a Retention Policy

 

Place mailboxes on retention hold.

Place a Mailbox on Retention Hold

 

Apply a retention policy to a single mailbox for testing purposes.

Apply a Retention Policy to Mailboxes

 

Optional: Implement client blocking to block legacy Outlook clients.

Configure Outlook Client Blocking

 

Begin user communication and training activities. Include a deadline when retention policies will be processed, and items moved or deleted.

Not applicable

 

Apply retention policy to additional mailboxes.

Apply a Retention Policy to Mailboxes

 

A few days in advance, remind users about the deadline.

Not applicable

 

At the deadline, remove the retention hold from mailboxes.

Place a Mailbox on Retention Hold

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