Steps

Action

The first step is understand the different types of retention policies you can apply and plan appropriately

See http://help.outlook.com/en-us/beta/gg271153.aspx for more details on retention policies.

First create Retention Tags

Create retention tags under the online tenant (for mailboxes that have been migrated to O365), under ‘Organisation configuration’ and ‘Mailbox’, the select the ‘Retention Policy Tags’ tab and create a new retention tag based on the setting you planned for in the previous step e.g.

This tag will apply to all folders and is therefore an default policy tag

In this example I also created a personal tag

This tag applies to personal folders or individual items that the user can select e.g. emails

Create a retention policy and assign the retention tags to the policy

In the online EMC click ‘Retention Policies’ tab and create a new retention policy and assign the retention tags to the policy

Assign a mailbox to the policy

Process the retention policy immediately if required

Run the following command

Start-ManagedFolderAssistant -Identity "Mailbox added the previous step" (using remote PowerShell)

Check the retention policy is applying to the user

Run the following command

Get-mailbox "Mailbox added the previous step" | fl ret* (using remote PowerShell)

Login to the users mailbox to see if the retention polices have applied and are available (this will depend on the retention policy types you have created)

Login to a user’s mailbox that has the retention policies assigned and notice the available policies in the ‘Home’ ribbon in Outlook 2010. The ‘Use Folder Policy’ is the default policy tag we created called ‘Move To Archive’ and is applied to all folders. The 14 days/2weeks policy is the ‘Custom – Move To Archive’ retention tag we created earlier, this is applies to ‘Personal folders’ and is therefore a personal tag, which users can apply to custom folders and individual items e.g. emails

Apply the personal tag to an individual item

Steps

Action

Login to the portal

Sign into https://portal.microsoftonline.com as the tenant administrator

Add the user to the Discovery Management Role

Select ‘Manage’ Under Exchange Online

Select ‘Roles and Auditing’ and select the ‘Discovery management Role’ and details to add a user to the Discovery Management role group

Add the relevant user

NOTE: This user will have access to search information within a user’s mailbox

Note the new membership

Perform a new search and estimate the search results first

When I login to the portal with the assigned user we specified above I see the ‘Discovery’ tab under ‘Mail Control’.

When I click on new search I need to specify what the search criteria is, such as keywords, mailbox to search and you can also estimate the search results before you run an actual search

Note: If no results are returned you can go back into details and redefine your search

Perform a search and select ‘copy search results’

Select details again

You can now save the search results to a destination mailbox (Discovery Search Mailbox)

Note the number of items found, click open to see the search results

Select ‘Open’ to open the discovery mailbox and view the search results

View the search results

Steps

Action

Configure the ‘Office 365 Tenant’ Organization Relationship

Get-OrganizationRelationship "Office 365 Tenant" | fl

Run - Set-OrganizationRelationship "Office 365 Tenant" -ArchiveAccessEnabled $true

Start a remote PowerShell session

Run

$LiveCred = Get-Credential

$Session = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred -Authentication Basic -AllowRedirection

Import-PSSession $Session –AllowClobber

Configure the ‘On Prem’ Organization Relationship

Run - Get-OrganizationRelationship "On Prem" | fl

Then enable ArchivedAccessEnabled attribute by running - Run - Set-OrganizationRelationship "On Prem" -ArchiveAccessEnabled $true

Enable user archive

In EMC select the mailbox you want to enable, right click and select ‘Enabled Hosted Archive’

Select Yes to enable hosted archive message ‘The archive will created in the online tenant specified. An archive will be created for ‘MAILBOXNAME’. Would you like to proceed?’

Note the icon changes for the mailbox when the archive is enabled

Login to the user mailbox

Ensure the archive appears in the users profile (either Outlook 2010 or OWA)

Steps

Action

Enable on-premise Mailtips

Set-OrganizationRelationship -id "Office 365 Tenant" -MailTipsAccessEnabled $True -MailTipsAccessLevel all

Enable Office 365 Mailtips

Set-OrganizationRelationship -id "On-Prem" -MailTipsAccessEnabled $True -MailTipsAccessLevel all

Steps

Actions

Enable move mailboxes for the organization relationship

Run Set-OrganizationRelationship -id "Office 365 Tenant" -MailboxMoveEnabled $True

Note:

The MailboxMoveEnabled parameter specifies that the organization relationship is used to provide the credentials for moving mailboxes to Office 365.  If you don’t set this parameter you are required to provide admin credentials for the remote move.

Access the Mailbox Replication Service Proxy (MRSProxy) service config file

By default MRSProxy is disabled and must be enabled to help facilitate cross forest moves. On the Client Access Server browse to

C:\Program Files\Microsoft\Exchange Server\V14\ClientAccess\exchweb\ews\web.config

Enable the MRSProxy setting on all CAS’

Locate ‘Mailbox Replication Proxy Service configuration’ in the web.config file and enable ‘ISEnabled’ by setting to true

Steps

Action

Enable free/busy calendar sharing on-premise

Run the following command

Set-SharingPolicy ‘Default Sharing Policy’ –domains ‘*: CalendarSharingFreeBusySImple’, ‘Company.com:CalendarSharingFreeBusyReviewer, ContactsSharing’, ‘Company.onmicrosoft.com:CalendarSharingFreeBusyReviewer, ContactsSharing’, ‘Office365.Company.com:CalendarSharingFreeBusyReviewer, ContactsSharing’

Confirm the settings have been applied in the EMC, under Organisational configuration, Mailbox, Sharing Policies

Enable free/busy calendar sharing for Office 365

Open a remote PowerShell session by running the following commands and set the sharing policy

$liveCred = Get-Credential

$Session = New-PSSession –ConfigurationName Microsoft.Exchange –ConnectionUri https://ps.outlook.com/powershell/ -Credential $LiveCred –Authentication Basic -AllowRedirection

Set-SharingPolicy ‘Default Sharing Policy’ –Domains ‘*: CalendarSharingFreeBusySimple’, ‘Company.com:CalendarSharingFreeBusyReviewer, ContactsSharing’, ‘Company.onmicrosoft.com:CalendarSharingFreeBusyReviewer, ContactsSharing’

Steps

Actions

Add the online tenant to the on-premise EMC

In the on-premises EMC right click ‘Microsoft Exchange’ and select add forest

In the drop down list specify ‘Exchange Online’ as the external exchange forest and specify your Office 365 administrator credentials if prompted

Verify Exchange Online is added to the you on-premise EMC