Exchange 2016 On-Prem - Auto delete messages in a Shared mailbox

Question

Dears

In an Exchange 2016 On-prem environment I would like to auto delete messages older than 3 days in a Shared mailbox.
I read about this on the net and I found that the only soulition would be an outlook rule (the is a non presidiated mailbox) OR an exchange Retention policy rule.
On our server we have only Default Role Assignment Policy (MyRetentionPolicies option is not ON) and Default MRM Retention policy.

If I understood correctly, to achieve my goal I would have to:

• Create a new Default Role Assignment Policy and enable the MyRetentionPolicies option
  
• Create a new Tag for the 3 days Retention

• Create a new Retention policy and add a new tag for 3 days --> delete
  
• Assign here the new REtention policy (still not created in the screenshots)

Is it correct?

Answer 1

Everything but that first step.
No need for this:

Create a new Default Role Assignment Policy and enable the MyRetentionPolicies option

You are assigning the new policy as an admin, the MyRetentionPolicies just gives a user the ability to access see the policies.

Answer 2

Create a new policy and add the existing one week tag to the policy, then assign the policy to the shared mailbox.
If the existing one week tag is a personal tag, then create a one week DEFAULT tag and assign to a new policy instead. Assign that policy to the shared mailbox.

Answer 3

Hi @A Ska ,
Agree with Andy, If the tag you are talking about is this one in the screenshot, then you need to create a new default tag.

Default policy tags can be applied to shared mailboxes while Personal tags cannot. You may need this:

You could refer to:

Official Documentation: https://learn.microsoft.com/en-us/Exchange/policy-and-compliance/mrm/retention-tags-and-retention-policies?view=exchserver-2016

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