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I have created several retention tags (e.g. Personal 1 year move to archive, Personal 2 year move to archive, etc).
If I got into my Outlook I have to go to Settings -> Mail -> Retention Policies -> Add new policy to get them to be available in the Assign Policy dialog in Outlook.
I'm not sure how to make it so these policies are already populated in user mailboxes. I want fewer hoops they have to jump through to choose these policies than the steps above; I'd like them to already be there so I can advise them to right-click a folder, go to Assign Policy, and have them already be there.
My search skills are failing me, and I'm only running into documents that are forcing the policies to be applied on their messages, which is not what I want at this time.
Is it possible to push these tags out to the clients so they're available to be assigned without actively assigning them?
Ok, then these arent assigned a policy? You have to assign to a policy, then assign that t the mailboxes yes.
if you add the tags to the default policy, then they will be aval to users and if these are personal tags, they wont be in effect till users assign to a folder or item.
Perfect, thank you. That's exactly what I needed to know.
I'll assign these to the default policy.
It can take a few days to be assigned.
You can speed that up by running against the mailboxes in question:
Thanks. I'm looking into how to make sure it's just available in the first place, though. I created these 6-8 months ago and had to add them manually through the Outlook process I mentioned above.
If I add them to the default MRM policy, will that just make them available to be chosen without requiring the user to go through the Outlook settings to add them? And will they just be available to be selected via Assign Policy and not actively get applied to their entire mailbox or something?