Configure Retention Policy Properties

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

To apply retention tags to a mailbox, you must add them to a retention policy, and then apply the policy to the mailbox. A mailbox can't have more than one retention policy. Retention tags can be added to or removed from a retention policy at any time. To learn more about retention policies, see Understanding Retention Tags and Retention Policies.

A retention policy can contain the following retention tags:

• One or more retention policy tags (RPTs) for supported default folders

• One default policy tag (DPT) with the Move to Archive action

• One DPT with the Delete and Allow Recovery or the Permanently Delete action

• One DPT for voice mail

• Any number of personal tags

Looking for other management tasks related to messaging records management (MRM)? See Deploying Messaging Records Management.

What Do You Want to Do?

• Use the EMC to configure a retention policy

• Use the Shell to configure a retention policy

Use the EMC to configure a retention policy

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.

1. In the console tree, navigate to Organization Configuration > Mailbox.

2. In the result pane, on the Retention Policies tab, select the retention policy you want to configure.

3. In the action pane, click Properties.

4. Use the General tab to view or modify the following settings:

   • Name   Use this unlabeled box at the top of the page to view or change the policy name.

   • Add   Click this button to add a retention tag to the policy.

   •    Select a tag from the list, and then click this button to remove the tag from the policy.

5. Use the Mailboxes tab to view or modify the list of mailboxes to which the policy applies:

   • Add   Click this button to add mailboxes to the policy.

   •    Select a mailbox from the list, and then click this button to remove the mailbox from the policy.

Use the Shell to configure a retention policy

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.

This example links the retention tags VPs-Default, VPs-Inbox, and VPs-DeletedItems to the retention policy RetPolicy-VPs, which doesn't already have retention tags linked to it.

Set-RetentionPolicy -Identity RetPolicy-VPs -RetentionPolicyTagLinks "VPs-Default","VPs-Inbox","VPs-DeletedItems"

This example adds the retention tag VPs-DeletedItems to the retention policy RetPolicy-VPs, which already has other retention tags linked to it.

$TagList = (Get-RetentionPolicy RetPolicy-VPs).RetentionPolicyTagLinks
$TagList.Add((Get-RetentionPolicyTag 'VPs-DeletedItems').DistinguishedName)
Set-RetentionPolicy RetPolicy-VPs -RetentionPolicyTagLinks $TagList

This example removes the retention tag VPs-Inbox from the retention policy RetPolicy-VPs.

$TagList = (Get-RetentionPolicy RetPolicy-VPs).RetentionPolicyTagLinks
$TagList.Remove((Get-RetentionPolicyTag 'VPs-Inbox').DistinguishedName)
Set-RetentionPolicy RetPolicy-VPs -RetentionPolicyTagLinks $TagList 

This example applies the retention policy RetPolicy-VPs to Bharat Suneja's mailbox.

Set-Mailbox "Bharat Suneja" -RetentionPolicy "RetPolicy-VPs"

This example removes the retention policy from Tony Smith's mailbox.

Set-Mailbox "Tony Smith" -RetentionPolicy $null

For detailed syntax and parameter information, see the following topics:

• Set-RetentionPolicy

• Get-RetentionPolicy

• Get-RetentionPolicyTag

• Set-Mailbox

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