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Microsoft Exchange 2013

SHSU Technology Tutorials | Exchange 2013

 Assigning Retention Policies with Outlook 2013

Retention policies are part of messaging records management (MRM) technology available with Microsoft Exchange Server 2013 accounts. This makes it easier to keep messages that are needed to comply with organization policy, government regulations, or legal needs, and to remove content that no longer has legal or business value.


Assign a retention policy to an email folder

  1. In the Navigation Pane, click a mail folder.
  2. On the Folder tab, in the Properties group, click Policy.Assign Policy

  1. On the Policy tab, in the Online Archive list, click an entry based on your organization’s guidelines.


Assign a retention policy to an email message

  1. In the message list, click a message.
    • Tip: To select more than one message, press and hold CTRL as you click each message.


  2. On the Home tab, in the Tags group, click Assign Policy.

 Assign Policy

  1. Under Retention Policy, click an entry based on your organization’s guidelines.
    • The retention policy for a message appears in the header in the Reading Pane under the recipient names and includes the expiration date. If no retention policy is applied, no information appears under the message recipient names.


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