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Retention policies in Outlook/ How are these working along with Auto Archiving feature

Retention policies in Outlook/ How are these working along with Auto Archiving feature

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How AutoArchive works in Outlook

 

Outlook mailboxes grow as users create and receive items. To keep mailboxes manageable, users need another place to store - or archive - older items that are important but not frequently used. It is typically most convenient to automatically move these older items to the archive folder and to discard items whose content has expired and is no longer valid. AutoArchive manages this process automatically for users.

 

Scheduling automatic archiving

 

AutoArchive is on by default and runs automatically at scheduled intervals, removing older and expired items from folders. Older items are those that reach the archiving age a user specifies (the default archiving age varies by the type of Outlook item). Expired items are mail and meeting items whose content is no longer valid after a certain date, such as a mail item set to expire two months ago that still appears in a user's Inbox.

Users can specify an expiration date on items in Outlook at the time they create or send the item or at a later date. When the item expires, it is unavailable and shows in a folder list with a strike-out mark through it.

Important:

Outlook takes in consideration the Modified date and if you notice that there are messages that are not archived, this will be the very first thing to check.

 

 

Archive folder location

When AutoArchive runs, it can delete items or move items to an archive folder, depending on the settings you specify.

The archive file is an Outlook data file (PST file) that appears as Archive Folders in the Outlook folder list. The first time AutoArchive runs, Outlook creates the archive file automatically in the following location:

%UserProfile%\Local Settings\Application Data\Microsoft\Outlook\Archive.pst

 

How retention settings work in Outlook

 

In addition to the AutoArchive settings, you can also enable retention policy settings for items in user mailboxes. Retention policy settings can help users to follow retention policy guidelines that your company establishes for document retention.

 

Note:

Because retention policies settings are part of Outlook's AutoArchive functionality, retention settings only run when AutoArchive is run. Running an archive manually does not trigger retention settings enforcement.

 

Retention Group Policy settings in Outlook can be configured to follow company policies, to encourage users to retain documents and items for only a fixed period of time. Retention settings implementation requires AutoArchive to be enabled, but retention settings take precedence over AutoArchive settings.

 

Source:  http://technet.microsoft.com/en-us/library/cc179124.aspx#section2

 

The following registry keys let's you control the retention policies. These are located under:

 

HKEY_CURRENT_USER\Software\Microsoft\Office\1x.0\Outlook\Preferences

 

Note: 1x.0 (depending on your Outlook version i.e. 12.0 for Outlook 2007)

 

  • RetentionOn: Indicates that retention policy will or will not be used.

 

Note : If RetentionOn is turned off (disabled) or missing from the registry, a message in the AutoArchive dialog box states the following:

 

The network administrator has not set retention policies for this mailbox.

 

 

 

If retention policies are enabled you will be able to see in Auto Archive dialog box the following message. Also this message will be displayed in your folders:

 

 

  • RetentionInbox: Indicates the threshold (in days) at which items in the Inbox are acted upon.
  • RetentionMail: Indicates all mail folders, not including the Inbox.
  • RetentionCalendar: Dictates the maximum age (in days) for a calendar item in any folder.
  • RetentionOther: Holds the threshold (in days) for all other folders acted upon by AutoArchive (including the Deleted Items folder).
  • RetentionDelete: Determines whether the item subject to the retention policy is permanently deleted or moved to Deleted Items folder.
  • RetentionPath: Stores the path to the company intranet Web page pertaining to the corporate retention policy.

 

Note:    Retention policies are applying also on PST folders. Because retention policies settings are part of Outlook's AutoArchive functionality, Retention Settings only run when AutoArchive is run. Running an archive manually does not trigger Retention Settings enforcement.

 

Source: http://support.microsoft.com/kb/321907

Comments
  • Can a user create a search folder that shows messages that will be deleted due to retention in the next n days?

  • I'm looking for the same thing that Bob C above is looking for: a search folder that shows messages that are about to expire.

  • What if I have some users without Archive enabled and I apply a default RPT which moves 2Y old items to Archive. Will items from the calendar of such a user be deleted or not touched at all in this scenario?

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