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 Retention /Archive Policies not appearing
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elliotg
Old Timer

Australia
416 Posts
Status: offline

Posted - 06/08/2012 :  8:39:31 PM  Show Profile  Reply with Quote
This should be very simple, but it is driving me mad. I was planning to test the feature for Personal Retention Tags/Policies and Archive Policies in Exchange 2010. I have set up 2 Personal Tags (one for achiving after 30 days, the other for deleting after 30 days. I am testing on 2 mailboxes, ones of which I have set up an archive mailbox for.

The one change I have noticed is that the Outlook 2010 profiles for both users now have a Policy Command on the Folder ribbon. However, when slecting a custom folder (i.e. not Inbox etc) the only option available is "Use Parent Folder Policy". The 2 new policies I have set up do not appear. This is true for both the mailbox with an archive, and the one without one. Thus the archive is effectivelt unusable!

With OWA right click we get the Retention Policy option, but with only "Use Parent Folder Policy" as the choice! We do not get the Archive Policy option in the menu for the mailbox with an archive.

I have tried running start-managedfolderassistant on the 2 mailboxes, but this has made no difference. I must be doing something wrong, but I cannot think of what!

Elliot Gingold
University of Melbourne, Australia

elliotg
Old Timer

Australia
416 Posts
Status: offline

Posted - 06/08/2012 :  9:17:40 PM  Show Profile  Reply with Quote
Okay - answered my own question! I don't think I was being stupid, but the the instrructions are obtuse. The truth use that when Microsoft takls about users choosing Policies (as in Use Parent Folder Policy), they actually mean "Tags". What you have to do is to put the Tags you want users to choose between into the Policy that has been assigned to their mailbox. They can then see these Tags as choices in Outlook 2010/OWA. This is referred to as choosing between Policies in these clients - hence my confusion thinking I had to set up new Policies rather than putting my Tags into an existing Policy! What finally gave it away for me was that in the Outlook Policy window, the current policy listed was a Tag! Thank you Microsoft for wasting hours of my time!

Elliot Gingold
University of Melbourne, Australia
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