Create a New Retention Policy in Exchange Online

Van toepassing op: Office 365 for professionals and small businesses, Office 365 for enterprises, Live@edu

Onderwerp laatst gewijzigd: 2011-11-23

A retention policy is a group of retention tags that are applied to a mailbox. When a mailbox is created, a default retention policy is applied to it. In Microsoft Exchange Online, the default retention policy that’s applied to a new mailbox depends on the type of Exchange Online organization. The following table shows the three different types of Exchange Online organizations and the retention policies that are applied by default for each type.

Microsoft Office 365 voor professionals en kleine bedrijven	Default MRM Policy
Microsoft Office 365 voor ondernemingen	Default MRM Policy
Microsoft Live@edu	MRMPolicy-DefaultMailboxPlan or MRMPolicy-GalDisabledMailboxPlan

Why create a new retention policy? For legal or regulatory reasons, you may have types of employees or entire departments that have different retention needs than the other people in your organization. You can create a new retention policy, add the appropriate retention tags, and then apply it to the appropriate mailboxes.

Note   A mailbox can have only one retention policy applied to it.

To create a new retention policy, follow these steps:

1. Select Manage My Organization > Mail Control > Retention Policies > New.
2. Click the * Name field, and type a name for the retention policy. It’s required.
   This name appears in the list of retention policies and also appears on the drop-down menu when you link a retention policy to a mailbox in the Exchange Control Panel.
3. Under Retention Tags, click Add to add retention tags to the new retention policy.
4. To add retention tags, select a tag and click Add.
   The retention tag type, retention period, retention action, and comment about the selected retention tag are displayed in the details pane.
5. When you finish adding retention tags, click OK to return to the New Retention Policy window.
   The retention tags you added are displayed in the Retention Tags list.
6. Click Save to keep your changes and create the new retention policy.

After you click Save, the new retention policy appears in the Retention Policies list.

Next steps

As previously mentioned, a default retention policy is applied to a mailbox when it’s created. However, after you create a new retention policy, you can apply it to a mailbox. Here’s how: Change the Retention Policy Applied to a Mailbox.

A mailbox has to be processed by the Managed Folder Assistant before the new retention policy can take effect. In Exchange Online, the Managed Folder Assistant is configured to process all mailboxes in a cloud-based organization once every seven days. You can wait until the Managed Folder Assistant processes the mailbox or you can force the Managed Folder Assistant to process a mailbox immediately. For more information, see De assistent voor beheerde mappen uitvoeren.