Checklist: Deploying Retention Policies
[This is pre-release documentation and subject to change in future releases. This topic's current status is: Writing.]
Use this checklist to deploy Messaging Records Management in your Microsoft Exchange Server 2010 organization. Be sure to refer to this information when you <name the overall task or process>.
- Deploying Retention Tags
- Deploying Managed Folders
Before you start working with this checklist, make sure you're familiar with the concepts in:
- Understanding Retention Policies
- Understanding Managed Folders
Checklist for Deploying Retention Tags
Done? | Tasks |
---|---|
|
Assess messaging records management requirements for different sets of users |
|
Determine client versions in use |
|
Create retention policy for a set of users |
|
Create retention tags |
|
Add retention tags to retention policy |
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Apply retention policy to a single/test mailbox |
|
[Optional] Enable MRM Logging |
|
[Optional] Modify the managed folder assistant schedule |
|
[Optional] Implement client blocking to block legacy clients. |
|
Apply managed folder mailbox policy to set of user mailboxes |
|
Repeat for additional sets of mailboxes |
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Checklist for Deploying Managed Folders
Done? | Tasks |
---|---|
|
Assess messaging records management requirements for different sets of users |
|
Determine client versions in use |
|
Create managed folder mailbox policy for a set of users |
|
Create managed folders for the managed folder mailbox policy |
|
Create managed content settings for managed folders |
|
Add Managed Folders to Managed Folder Mailbox Policy |
|
Apply managed folder mailbox policy to a single/test mailbox |
|
[Optional] Enable MRM Logging |
|
[Optional] Modify the managed folder assistant schedule |
|
[Optional] Implement client blocking to block legacy clients. |
|
Apply managed folder mailbox policy to set of user mailboxes |
|
Repeat for additional sets of mailboxes |
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Procedures
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