Changing Retention Category and how it affects retention expiration

[Ed_Laukiavich]

I have the need to craete new Retention Categories for email which is easy enough to do and apply them to folders in Outlook. From reading other posts though it seems that doing that will not update the expiration stamp on items that already have been archived. Items already archived had been done so with a 5 year retention, now I need to create an 18 month and 6 month retention category and apply them to respective Outlook folders. I need to verify that the previously archived items will be stamped with the new expiration dates. If not what is the resolution or work around for this.

Running EV 2007 SP5 for Microsoft Exchange and FSA

Ed

[Wayne_Humphrey · Accepted solution]

No there is no supported way that you can change the retention category on items that have already been archived. You can only have a new retention category on new archived items.

[JB22]

Ed,

Wayne is correct.
You can hower adjust the current applied retention category but this will not solve your case I guess.

Regards,
JB

[Ed_Laukiavich]

From the EV 8 ReadMeFirst:

With Enterprise Vault 8.0, when a user moves a shortcut to another folder in an Exchange mailbox or changes an item's retention category, the change is reflected inside the archive.

Does this mean that you can change the Retention Category retention parameter that the archived item was originally archived with and that item will have the new retention parameter? Or is it possible now to assign a new retention category and its parameter to an already archived item

[TonySterling]

If by retention parameter you mean the number of days/years then no that is not what this means.  That is changed on properties of the Retention Category.

It will change the Retention Category assigned to archived item.  So for example, your archived items all have a retention category of Business and it is set for 3 years.

You can create a new Retention Category called 7 years and set it for 7 years.  Then create a folder via EVPM in the users mailbox and assign that 7 year retention category  to it.  Users then drag archived items into it and when the mailbox process runs it will assign the 7 years Retention Category in place of the Business category that was assigned to it.

Hope that is clear..:)

[Wayne_Humphrey]

That is correct and updatable meta data will also reflect the new folder location however you cannot guarantee to catch everything as users delete shortcuts so there is no guarantee,

You can use EVPM to associate different Retention Categories to different folders and the updatable mettadata will then inherit the new Retention, but take "Deleted Items" for example there will be millions of shortcuts deleted from the Deleted Items so will therefore not get updated, and will still have the "default" Retention Category set.

--wayne

[Ed_Laukiavich]

Running some tests on this now to ensure it will execute as I am hoping it to