How to change the retention category for a number of Enterprise Vault (EV) enabled users

This article describes how to change the retention category for a number of users, using Enterprise Vault Policy Manager (EVPM).

This procedure is useful if an administrator wants to change the retention category for a number of users at the same time. The new retention category will only affect archiving of new items, the retention category for items already archived will not change. Also note that,  as stated in the example, this procedure works in conjunction with the Department field in Active Directory Users and Computers.  

Perform the following procedures while logged in as the Vault Service Account user.  

1. Modify the following fields in the script below to match the desired environment : DirectoryComputerName, SiteName, LDAPquery, and RetentionCategory.

2. Save the file in Notepad in UNICODE format with an .ini extension.


;
; Start of Example
;
; If the Department field for the user in Active Directory Users and Computers is filled
; out on the Organization tab, then this EVPM script will work.
;

[Directory]
DirectoryComputerName = w2kentbase
SiteName = Vault Site

[Mailbox]
;distinguishedname =
LDAPquery = department= HR

[Folder]
Name = mailboxroot
RetentionCategory = personal
OverrideArchiveLocks = true
;
; End of Example
;

3. Copy the .ini file to the <install_path>\Program Files\Enterprise Vault directory.

4. Run evpm.exe from a command prompt in the <install_path>\Program Files\Enterprise Vault directory.

5. Type the Exchange server name and press Enter.

6. Type the Service Mailbox alias and press Enter.

7. Type the .ini file name and location and press Enter.

Note: To confirm that the retention category for the mailbox has taken effect, right click on the Mailbox within Outlook and select Properties.

8. Select the Enterprise Vault tab.

The Settings section should now display the new retention category.