How to configure immediate archiving of an Exchange user mailbox in Enterprise Vault (EV).

Problem

How to configure immediate archiving of an Exchange user mailbox in Enterprise Vault (EV).

Solution

Zero Day Policy Creation

1. Create a new policy
    
   1. Policy > Exchange > Mailbox > right-click and select New > Policy...
       
   2. Provide a name and description for the policy and click OK.
       
   3. Right-click on the new policy and click Properties.
       
2. On the Archiving Rules tab, under Young items select 0 Days. Under Archiving strategy select 0 days.
    
3. On the Archiving Actions tab, uncheck Delete original item after archiving (click OK to accept the change) and uncheck Create shortcut to archived item after archiving and check Archive unread items.
    
4. On the Message Classes tab, select the message types to archive.
    
5. On the Advanced tab, under the Archiving General section set the value to On for Archive unexpired Calendar Events.  Click OK to acknowledge the notice.
   
   Note: Optionally, create a Windows Group for Terminated Users (Please see Microsoft documentation for more information)
    

Create a new provisioning group

1. Expand Targets > Exchange > Domain name > Provisioning group > right-click and select New > Provisioning Group...
    
2. Click Next, enter a name for the new provisioning group and click Next.
    
3. Click Add > Windows group to select the Terminated Users group or select Add > Windows user to select individual users and select OK.
    
4. Click Next and select the new mailbox policy and use the default PST migration policy and click Next.
    
5. Select the correct retention category and click Next.
    
6. Choose whether to store the remaining items in the existing vault store or override this option and click Next.
    
7. Choose whether to use the existing indexing service or select a custom one and click Next.
    
8. Ensure automatically enable is unchecked and click Next > Finish > Close.
    
9. Right-click on Provisioning Group in the left-hand pane and click Properties, move the new group to the top of the list. Click OK.
     

Apply the Changes

1. Expand Enterprise Vault Servers > EVServer > Tasks and right-click on the Provisioning Task > click Run Now in normal mode. Wait for the task to go from Processing to Running.

Perform Archival

1. Right-click on the Archiving Task and click Run Now in normal mode.
    
2. Once all of the items have been archived the user can be disabled in Enterprise Vault and removed from Active Directory.  

Note: It is important that the user mailbox not be disabled in Active Directory before performing the above steps as this will disable MAPI connectivity to the mailbox and stop EV from being able to attach to the mailbox.