Enterprise Vault™ Managing Retention
Where to assign retention categories and plans
Table: Where to assign retention categories and plans lists where you can assign retention categories and plans. The Additional information column describes how other settings or features may override the retention plan or category.
Table: Where to assign retention categories and plans
Enterprise Vault entity or feature | Type of archiving or feature | Retention category or plan | Additional information |
|---|---|---|---|
Site properties | All types of archiving | Category | You can set a default category for the site. This category is used in wizards and other dialog boxes when no category is specified. You can override the default category for specific data by setting a different category on other entities that are listed in this table. |
Provisioning group | Exchange and Domino mailbox | Category or plan | You can set a default category or plan for groups of Exchange and Domino users. In full client mode, the Enterprise Vault Outlook Add-In and the Enterprise Vault Office Mail App allow users to change the retention category on items that they archive manually. Enterprise Vault Outlook Add-In also allows users to change the retention category on folders in their mailbox. Enterprise Vault Policy Manager (EVPM) and Exchange managed folders can also override the setting. |
IMAP Internet Mail SMTP Mailbox Journaling | Category or plan | You can set the retention category or plan to apply to any new archives that are created when provisioning users in the group. | |
SMTP Group Journaling | Category or plan | You can set the retention category or plan that provisioning applies to the archives that are assigned to the provisioning group. | |
Exchange Mailbox policy | Exchange mailbox archiving | Category | On the Advanced tab, Future item retention category lets you set a retention category to use for calendar, meeting, and task items that have end dates in the future; that is, unexpired calendar, meeting, and task items. |
FSA volume and folder policy | File system archiving | Category or plan | Using a retention plan that assigns a retention category to an FSA folder:
|
SharePoint policy | SharePoint archiving | Category | You can set the required category in SharePoint policy rules. |
PST Migration policy | PST migration | Category | You can configure the default category to assign to imported items. You can override the default category for specific PST files. You can allow users to set the category in client-driven migration. |
Target | Exchange journal mailbox Exchange public folder Domino journal location SharePoint target SharePoint site collection Manually-added SMTP target address | Category or plan | Exchange journal mailbox, Domino Journal location, manually-added SMTP target address:
|
Archive | Exchange and Domino journal archive SMTP archive | Category or plan | You can use a retention plan to override the default category that is configured in the target properties. |
Retention folders | Exchange mailbox archive Internet Mail archive | Plan | If you create retention folders, you can assign a category for the retention folder hierarchy, or assign different categories to each retention folder. The retention category selected for a retention folder overrides the retention category selected for the retention plan, the archive, site properties, or assigned using a feature such as Policy Manager (EVPM). |
Enable Mailbox wizard | Exchange and Domino mailbox archiving | Category or plan | You can select the default category or plan for selected mailboxes. |
NSF Migration wizard | Domino mailbox and journal archiving | Category | You can configure the default category to assign to items that are imported in the NSF file. |
Move Archive wizard | Exchange mailbox and journal archiving Domino mailbox and journal archiving | Category or plan | You can select the retention category for the destination archive. If you assigned a retention plan to the source archive, you must take some additional steps to ensure that the retention plan is transferred to the destination archive. Otherwise, there is a danger that Enterprise Vault applies the wrong retention and classification settings to the items that it adds to the new archive. See the section, "Move Archive and retention plans", in the Administrator's Guide. |
Enterprise Vault Policy Manager (EVPM) | Exchange mailbox and journal archiving | Category | You can use Policy Manager to set a retention category on folders in user mailboxes. The OverrideArchiveLocks setting forces Policy Manager to modify folder settings even if the Administration Console has Force users to use policy and target settings for mailbox archiving set on the Exchange Mailbox Policy: Archiving Actions property page. |
Custom filtering | Exchange and Domino mailbox and journal archiving | Category | You can set a retention category for matching items in the ruleset file. |
Manual archiving | Exchange mailbox archiving | Category | In full client mode, the Enterprise Vault Outlook Add-In and the Enterprise Vault Office Mail App allow users to change the retention category on items that they archive manually. Enterprise Vault Outlook Add-In also allows users to change the retention category on folders in their mailbox. |
Enterprise Vault Search | All types of archiving | Category | If allowed, users can change the retention category on archived items. |
You can also set retention in the following Enterprise Vault features:
FSA retention folders. See "Configuring and managing retention folders" in the Setting up File System Archiving guide.
Domino retention folders. See "Domino mailbox archiving retention folders" in the Setting up Domino Server Archiving guide. Note that the retention plans associated with this feature are different from the retention plans that are mentioned in this document.
Archiving Exchange managed folders on Exchange Server 2010. See "Notes on archiving items from Exchange managed folders" in the "Customizations and best practice" chapter of the Administrator's Guide.