Enterprise Vault™ Managing Retention

Expected retention category is not in effect.

See Table: Where to assign retention categories and plans.

Work from site level down, checking that the retention settings are as expected.

Check the locks in the Exchange Mailbox and search policies to find out if users can change the retention category on items.

Item expiry is not as expected.

Check expiry settings.

If you have implemented the Enterprise Vault classification feature, ensure that the policy settings are correct.

When items are moved to a different folder, the category assigned to the moved items is not updated.

Check that the site settings, Exchange Mailbox policy settings, and classification policy settings allow Enterprise Vault to update the retention categories of the items in these circumstances.

Check the properties of the retention categories on the source and destination folders. It is advisable that storage expiry is based on the same date in both retention categories.

See About the user actions that can cause retention category updates.

Retention category changes are not taking effect.

If you change retention category settings, restart the archiving task and the Enterprise Vault storage service.

When items in the mailbox are moved to a different folder, their location in the archive is also updated.

In Enterprise Vault 12.1, this became the default action. You cannot change this default behavior.