I wanted to write a post about the new features and to have this as a reference for myself and others. There are some new concepts which make up MRM in Exchange 2010. Microsoft's Technet web site does a great job of outlining step-by-step procedures for enabling them...but it does take some time to read.
NOTE: Don't forget to add the "-IsPrimary $true" to your tag if it's assigned to a new retention policy since the policy needs a default tag. If the primary tag value isn't set, it isn't a default retention tag and the policy creation will throw an error.
The policy contains the tags you define. You can add and remove them to suit your needs. A retention policy can be assigned to a mailbox or distribution group (maybe even a database but I'm not sure yet). To create a new Retention Policy and assign tags to it:
New-RetentionPolicy "RP-Finance" -RetentionPolicyTagLinks "RT-FIN-90-DeletedItems", "RT-FIN-365-Default"
To add tags to the policy:
Set-RetentionPolicy -Identity RP-Finance -RetentionPolicyTagLinks "RT-FIN-90-DeletedItems","RT-FIN-365-Default","RT-FIN-180-Voicemail"
NOTE: When you add tags to a policy, be sure to "Get-RetentionPolicy | FL" first so you don't accidently forget to assign a previous tag. In other words, when you apply the tags to a policy it will overwrite the settings.
Finally, add the policy to a mailbox:
Set-Mailbox "JasonShave" -RetentionPolicy "RP-Finance"
Seeing it in action...
When you've created your tags, assigned them to a policy, and linked the policy to a mailbox. You can run the Exchange Managed Folder Assistant manually to see how the policy affects the mailbox. The command for this is:
(custom tag called "Tag-DeletedItems")
- Work with your organization's HR, Security, IT teams, etc. to define the requirements for retention and archiving.
- Create a naming convention for your tags and policies.
- Test the policies on a mailbox with non-critical data first!