IT@Sam - Technology Tutorials

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

In the Navigation Pane, click a mail folder.

On the Folder tab, in the Properties group, click Policy.

Assign Policy

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

In the message list, click a message.

  • Tip: To select more than one message, press and hold CTRL as you click each message.

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

 Assign Policy Button

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.

expiration