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Fremont's avatar
Fremont
Level 5
9 years ago
Solved

Update Retention Category for FSA

Hi Guys,

Is there a way to change Retention Category (RC) on an FSA archived item by moving its placeholder to a different folder wiht a different RC - similar to what you can do in Exchange archiving (Moved/Existing items tab of mbx policy)?

I can't seem to find it for FSA policies.

If not, what is the best way to change RC's for FSA?  Customer wants to know if that is doable at all.

Thanks,

Fremont

  • ManojChanchawat's avatar
    ManojChanchawat
    9 years ago

    If I understood your problem correctly, then you need to modify the retention of archived items in at a later stage.

     

    If your use case is about changing retention of just few archived items or folders, there is no Exchange archiving equivalent functionality in FSA. I also realized later that with FSAUtility –pm option, it will just migrate without changing the retention category. I guess, with FSAUtlity –m option, you can do migrate selected folders from one archive point under another – I never tried it, but my guess is that it will take the destination archive point policy. Frankly, if it’s about few files, I would probably restore them and then move them to a new folder, which is under a new archive point and have a new policy (including retention).

     

    If your use case is about changing the retention associated with whole FSA volume or FSA folder, you can make use of the new Retention plan feature introduced in EV 12. In that case, you can do following:  

    - Create a new retention plan (Under Policy Option in VAC).

    - Assign a new retention category for that retention plan. 

    - In the expiry tab on the retention plan UI, choose the expiry option based on "The retention category set by this Retention Plan".

    - Save this retention plan. 

    - Assign this Retention plan to the FSA archive. 

     

    Next time, the expiry of items in this archive will be based on the retention category associated with the retention plan. Now since you have changed the underlying retention category, it will be taken into consideration in case of expiry.

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  • ManojChanchawat's avatar
    ManojChanchawat
    Level 3
    9 years ago

    I doubt if there is any such straight option for FSA. However, you can use FSA utility to achieve the same. This is not as straight as the exchange option, which you were referring to, but still doable. 

    In FSA Utility, you can use FSAUtility -m or FSAUtility -pm option. Remember, this option only works for archived files, whose placeholders are there. Also, check the amount of data you are moving using these options. See Utility guide for more details around the same. 

    • Fremont's avatar
      Fremont
      Level 5
      9 years ago

      Thanks Manoj for the quick update.

      I looked at FSA utility and see -m and -pm options can be used for moving or migrating placeholders and associated archived items.  

      Does that also mean that if the new folder has a different Retention Categories (RC), the RC on the moved/migrated items will change accordingly?

      The client wants to initially archive everything with an RC of Forever, then decide if there are some files that need to be matured and deleted earlier.   Hence the question

      Thanks,

      • ManojChanchawat's avatar
        ManojChanchawat
        Level 3
        9 years ago

        If I understood your problem correctly, then you need to modify the retention of archived items in at a later stage.

         

        If your use case is about changing retention of just few archived items or folders, there is no Exchange archiving equivalent functionality in FSA. I also realized later that with FSAUtility –pm option, it will just migrate without changing the retention category. I guess, with FSAUtlity –m option, you can do migrate selected folders from one archive point under another – I never tried it, but my guess is that it will take the destination archive point policy. Frankly, if it’s about few files, I would probably restore them and then move them to a new folder, which is under a new archive point and have a new policy (including retention).

         

        If your use case is about changing the retention associated with whole FSA volume or FSA folder, you can make use of the new Retention plan feature introduced in EV 12. In that case, you can do following:  

        - Create a new retention plan (Under Policy Option in VAC).

        - Assign a new retention category for that retention plan. 

        - In the expiry tab on the retention plan UI, choose the expiry option based on "The retention category set by this Retention Plan".

        - Save this retention plan. 

        - Assign this Retention plan to the FSA archive. 

         

        Next time, the expiry of items in this archive will be based on the retention category associated with the retention plan. Now since you have changed the underlying retention category, it will be taken into consideration in case of expiry.