Let’s take the following example:
We have an Exchange 2010 User who is traveling a lot (Sales person for example).
On his Mailbox we have a Retention Policy for 60 days on his Inbox and 2 years on his other Folders.
User takes his Outlook offline (traveling). Some of his Emails expire tomorrow for example.
He takes the Emails that expired with 60 days in his Inbox and moves them to a Folder that has a Retention Period of 2 years.
After coming back to work, he takes his Outlook online again and synchs.
Now the questions are:
After configuring the Retention Policies in the Test environment, we also applied them to the Users Mailbox so it doesn’t take the default of the Database.
Set-Mailbox USER –UseDatabaseRetentionDefaults $False
To check the outcome of the scenario we ran:
Start-ManagedFolderAssitant –identity USER
Here is the outcome and the answers to the questions:
In SP2 RU4 we also added support for Calendar and Tasks.
The following Blog Post explains what was done and how it should work:
Calendar and Tasks Retention Tag Support in Exchange 2010 SP2 RU4
What we also saw for some of our customers, was creating a Retention Policy Tag ( from the Exchange Management Shell ) and afterwards modifying the Action to “Move To Archive” (via Exchange Powershell)
In this scenario, we saw all kind of unexpected behavior going on and we do not recommend / support this.
The following KB Article also states that this is not supported:
Note: You can create an RPT that has a different action and then change the action to the "Move toArchive" action. However, this configuration is not supported.
I hope this clarifies some of the questions related to Retention Policies in Exchange 2010.
If you have any questions, please send me an Email to firstname.lastname@example.org