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Store Icon in Outlook - Cannot select retention category

NaturesRevenge
Level 5

Servers are EV904.
EV Outlook Add-in is 10.0.4.1189.

screen.png

We're testing the Store button. I'm trying to find where in our desktop policy - or elsewhere - why the retention category defaults and will not allow the user to select another retention category. Documentation states: "Click the Name arrow to see more options."
 

If it matters, our backend is Centera in governance mode and Centera handles the retention names and values, not EV.

Thanks for any idea.

 

AaronJ

 

1 ACCEPTED SOLUTION

Accepted Solutions

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

This should help:

How To: Prevent Outlook users from changing Enterprise Vault system settings while allowing them to select a retention category when archiving

Article:TECH66002  |  Created: 2008-01-12  |  Updated: 2010-01-28  |  Article URL http://www.symantec.com/docs/TECH66002
 

Main thing is making sure the Overall Lock is unchecked.

 

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2 REPLIES 2

TonySterling
Moderator
Moderator
Partner    VIP    Accredited Certified

This should help:

How To: Prevent Outlook users from changing Enterprise Vault system settings while allowing them to select a retention category when archiving

Article:TECH66002  |  Created: 2008-01-12  |  Updated: 2010-01-28  |  Article URL http://www.symantec.com/docs/TECH66002
 

Main thing is making sure the Overall Lock is unchecked.

 

NaturesRevenge
Level 5

Like a champ!! Thank you very much.

There is one small modification that that article requires. Step 9 states:

9. In the "List settings from:" drop down list, select "Outlook".

It should read: 

9. In the "In the Desktop Policy (Not the mailbox policY), Advanced Tab, List settings from:" drop down list, select "Outlook".