Enterprise Vault™ Managing Retention
Creating a retention plan
We recommend that you only create retention plans after you have defined the retention categories and classification policies that you want to assign with those plans.
You can modify a retention plan after you have created it and applied it to one or more archives. You can also dissociate the plan from those archives and assign a different plan to them.
To create a retention plan
- In the left pane of the Enterprise Vault Administration Console, expand the tree view until the Policies container is visible.
- Expand the Policies container and then expand the Retention & Classification container.
- Right-click Plans and then point to New and click Retention Plan.
The New Retention Plan wizard appears.
Work through the pages of the wizard, which prompt you to enter the following:
A name for the new retention plan. The name must be unique, and it can contain up to 40 alphanumeric or space characters.
A description of the plan. The description can contain up to 127 alphanumeric, space, or special characters.
A retention category to associate with the retention plan. If no suitable retention category exists, the wizard provides the option to create one.
Optionally, whether to allow the Enterprise Vault classification feature to classify the items that the retention plan handles. If you choose to classify the items, you must also select the required classification policy.
The expiry settings to assign to the affected items.
Optionally, retention folders that you want to create in archives to which the retention plan is applied. For information on the different ways to configure retention folders, see the section, "Setting up retention folders", in the Administrator's Guide.
Currently, retention folders are only supported in Exchange Mailbox and Internet Mail archives.