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Enterprise Vault™ Installing and Configuring

Last Published: 2018-04-09

Product(s): Enterprise Vault (12.3)

About the properties of Enterprise Vault retention categories

By assigning an Enterprise Vault retention category to items at the time they are archived, it is possible to categorize stored items. This categorization makes it easier to retrieve items because it is possible to search by category. A retention category also determines the minimum amount of time to retain items.

With Exchange Server archiving, users can select retention categories for mailbox folders or items so that, when archiving occurs, items are stored with the appropriate retention category.

If you later modify a retention category, the changes are retrospective. For example, if you have a retention category called Customer Accounts with a retention period of 5 years and you change the retention period to 10 years, items that have been already archived with the Customer Accounts retention category are retained for a minimum of 10 years.

Enterprise Vault can automatically delete expired items. See the Administrator's Guide for more details.

Note the following:

You cannot delete retention categories. You can rename them as required and you can hide them from users.
Some Enterprise Vault features, such as the retention folders and classification features, can update the retention categories of archived items and prevent users from changing the categories. For more information on retention, see the Administrator's Guide.

A retention category has the following properties:

Name	You can modify the retention category name as needed. The new name is used immediately.
Description	(Required) This is a description of the retention category. Make sure that the description you give here is meaningful to users.
Hide this category from users	Select this option to prevent users from using this category when archiving new items. The category is still available to users when they are searching for items that have already been archived. Enterprise Vault does not allow the site default retention category to be hidden from users. If you hide the site default retention category, Enterprise Vault automatically chooses another retention category and makes it the site default.
Lock this Retention Category	To prevent unintentional changes, select this option to lock all the retention category settings.
Administrative note	For your notes. Edit this text as necessary. This text is visible only to Enterprise Vault administrators.
Retention	Choose how long to keep the items to which Enterprise Vault assigns this retention category. The options are as follows: Period. Select this to specify the minimum length of time that you want to retain the items. For mail messages, this is the time since the message was received. For documents, it is the time since the document was last modified. Fixed expiry date. Select this to specify a fixed date on which to expire the items. Note the following: For the details of retention categories that have fixed expiry dates to display correctly in Microsoft Outlook, users require a 12.2 or later version of the Enterprise Vault Outlook Add-In. When archiving to a WORM or streamer storage device, Enterprise Vault applies the fixed expiry date to the relevant items as the accessed date (which represents the expiry date). Similarly, when archiving to a Centera device for which the Centera retention period is set from Enterprise Vault, Enterprise Vault bases the retention period that it applies to the Centera clips on the fixed expiry date. Retain items forever. Select this if you do not want the items to ever expire.
Prevent automatic deletion of expired items with this category	Select this option to prevent automatic deletion of items with this retention category when the retention period expires. This setting affects only those items that are stored in archives. It does not affect items that are still on archiving target servers.
Prevent user deletion of items with this category	Select this option to prevent users from deleting items with this retention category. This setting affects only those items that are stored in archives. It does not affect items that are still on archiving target servers.