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Add retention tags to or remove retention tags from a retention policy in Exchange 2013

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Applies to: Exchange Server 2013

You can add retention tags to a retention policy when the policy is created or any time thereafter. For details about how to create a retention policy, including how to simultaneously add retention tags, see Create a Retention Policy.

A retention policy can contain the following retention tags:

  • One or more retention policy tags (RPTs) for supported default folders

  • One default policy tag (DPT) with the Move to Archive action

  • One DPT with the Delete and Allow Recovery or the Permanently Delete action

  • One DPT for voice mail

  • Any number of personal tags

For more information about retention tags, see Retention tags and retention policies.

What do you need to know before you begin?

  • Estimated time to completion: 10 minutes.

  • You need to be assigned permissions before you can perform this procedure or procedures. To see what permissions you need, see the "Messaging records management" entry in the Recipients Permissions topic.

  • Retention tags aren't applied to a mailbox until they're linked to a retention policy and the Managed Folder Assistant processes the mailbox. To start the Managed Folder Assistant so that it processes a mailbox, see Configure the Managed Folder Assistant).

  • For information about keyboard shortcuts that may apply to the procedures in this topic, see Keyboard shortcuts for the Exchange admin center in Exchange 2013.

Tip

Having problems? Ask for help in the Exchange forums. Visit the forums at Exchange Server.

Use the EAC to add or remove retention tags

  1. Go to Compliance management > Retention policies.

  2. In the list view, select the retention policy to which you want to add retention tags and then click Edit Edit icon..

  3. In Retention Policy, use the following settings:

    • Add Add Icon.: Click this button to add a retention tag to the policy.

    • Remove Remove icon.: Select a tag from the list, and then click this button to remove the tag from the policy.

Use the Shell to add or remove retention tags

This example adds the retention tags VPs-Default, VPs-Inbox, and VPs-DeletedItems to the retention policy RetPolicy-VPs, which doesn't already have retention tags linked to it.

Caution

If the policy has retention tags linked to it, this command replaces the existing tags.

Set-RetentionPolicy -Identity "RetPolicy-VPs" -RetentionPolicyTagLinks "VPs-Default","VPs-Inbox","VPs-DeletedItems"

This example adds the retention tag VPs-DeletedItems to the retention policy RetPolicy-VPs, which already has other retention tags linked to it.

$TagList = (Get-RetentionPolicy "RetPolicy-VPs").RetentionPolicyTagLinks
$TagList.Add((Get-RetentionPolicyTag 'VPs-DeletedItems').DistinguishedName)
Set-RetentionPolicy "RetPolicy-VPs" -RetentionPolicyTagLinks $TagList

This example removes the retention tag VPs-Inbox from the retention policy RetPolicy-VPs.

$TagList = (Get-RetentionPolicy "RetPolicy-VPs").RetentionPolicyTagLinks
$TagList.Remove((Get-RetentionPolicyTag 'VPs-Inbox').DistinguishedName)
Set-RetentionPolicy "RetPolicy-VPs" -RetentionPolicyTagLinks $TagList

For detailed syntax and parameter information, see Set-RetentionPolicy and Get-RetentionPolicy.

How do you know this worked?

To verify that you have successfully added or removed a retention tag from a retention policy, use the Get-RetentionPolicy cmdlet to verify the RetentionPolicyTagLinks property.

This example use the Get-RetentionPolicy cmdlet to retrieve retention tags added to the Default MRM Policy and pipes them to the Format-Table cmdlet to output only the name property of each tag.

(Get-RetentionPolicy "Default MRM Policy").RetentionPolicyTagLinks | Format-Table name