How does an Office365 user apply a retention tag rule to their mailbox?

I have no experience with Exchange, so please interpret my question as reflecting this.

I've just migrated two email accounts to Office365, and purchased the Archiving for Exchange Online add-on. This has been assigned to the users, and I notice that automatically things have started to be archived. After an initial panic, I now realise this is because of the default archive retention policy that exists in the Exchange Admin Portal:

Default retention policy

Inspecting the policy's retention tags, I see that one rule is applied by default to all mailboxes (Default 2 year move to archive), and this is why we've seen the archiving process start automatically.

However, there are many more tags (some labelled as Personal), that seem to allow a user to apply them individually.

Retention policy tag settings

Is this correct, and moreso, how does the user actually achieve the applicable of such a tag?

I see no options in Outlook to manage this at user level (not a bad thing!), but want to better understand the implication of me customizing settings.

1 Answer

There're three tags: Default Policy Tag (DPT, apply for entire mailbox), Rention Policy Tags (RPT, apply for default folder), Personal Tags.

DPT and RPT are managed by Admin, the end user only has ability to custom the Personal Tags.

More information about retention policy and tags in Exchange Online:(v=exchg.150).aspx

Besides, we can create a custom policy (with some particular tags) to achieve your goal.

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