How to Apply Retention Tags to Non-Default Folders in Office 365

Types of Retention Tags

  1. Default Policy Tag (DPT) – automatically set to entire mailbox and will be used to tag untagged items that neither have an RPT or any personal retention tags applied.

  2. Retention Policy Tag – automatically applied to default folders in a user’s mailbox. Here is a list of default folders in Outlook:

  • Archive

  • Calendar

  • Conversation History

  • Deleted Items

  • Drafts

  • Inbox

  • Junk E-mail

  • Outbox

  • Recoverable Items

  • Sent Items

  • Sync Issues

  • Tasks

  1. Personal Tag – manually set by users in either Outlook or Outlook Web Access. It can be applied both to folders, including created folders, and individual messages.

Retention

How-To Steps to Apply Retention Tags to Non-Default Folders

1. New-RetentionPolicyTag -Name “EVaultRetention” -Type Archive -AgeLimitForRetention 2556 -RetentionAction DeleteAndAllowRecovery

The command will create a retention policy tag (RPT) that will delete after 7 years to just the Archive default folder (-Type Archive)

2. Set-RetentionPolicy “My Policy” -RetentionPolicyTagLinks EVaultRetention”

The command will link our newly created RPT to a policy of your choosing. It can be applied to the default policy or a new one.

3. $UserMailboxes = Get-Mailbox -Filter {(RecipientTypeDetails -eq ‘UserMailbox’)} $UserMailboxes | Set-Mailbox –RetentionPolicy “My Policy”

The command will apply the My Policy retention policy to all mailboxes

OR

Set-Mailbox name@domain.com -RetentionPolicy “My Policy”

Which would set the My Policy retention policy to a specific mailbox

4. Start-ManagedFolderAssistant -Identity name@domain.com

This will push about the above changes to a single mailbox. If you remove the -Identity switch and just execute “Start-ManaagedFolderAssistant” it will apply all mailboxes.


REFERENCES

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