Creating Retention Folders in Outlook using Enterprise Vault Policy Manager (EVPM)

Article:TECH74355  |  Created: 2009-01-10  |  Updated: 2014-06-13  |  Article URL http://www.symantec.com/docs/TECH74355
Article Type
Technical Solution


Issue



Creating Retention Folders in Outlook using Enterprise Vault Policy Manager (EVPM)


Solution



EVPM may be used in order for Enterprise Vault to archive Outlook folders with Policies and/or Retention Categories different from the default settings.
 
For guidance on creating and running an EVPM script, please refer to the appropriate Utilities Guide link for your version of EV in the Related Documents section below.   Additional options not included in the example below may also be found in the Utilities Guide.  Many variations may be created to fit your needs.  
 
NOTE: Symantec recommends you perform a test on a non-production mailbox before running any EVPM scripts against production mailboxes.
It is also important to note that the EV Support team does not provide support in customization of the environment.  Questions or concerns regarding scripting should be directed to the PS team.
 
The example initialization (.ini) file below does the following:
 
  • Defines one filter (Filter1) that archives all items older than 90 days, creates a shortcut and deletes the original item.
  • Defines a second filter (Filter2) that archives all items older than 15 days, does not create a shortcut and deletes the original item.
  • Creates a "Keep for 5 Years" folder in JDoe, DJones and RSmith's mailboxes that cannot be deleted or moved and applies Filter1 and the "5 years" retention category to the new "Keep for 5 Years" folder.
  • Applies Filter2 and the "10 years" retention category to the existing "Deleted Items" folder.
  • Applies Filter2 and the "7 years" retention category to the existing "Sent Items" folder.
 
[Directory]
DirectoryComputerName = EV1
SiteName = EVSite
 
[Filter]
Name = Filter1
CreateShortcut = true
DeleteOriginal = true
UnreadMail = true
UseInactivityPeriod = true
InactivityUnits = days
InactivityPeriod = 90
 
[Filter]
Name = Filter2
CreateShortcut = false
DeleteOriginal = true
UnreadMail = true
UseInactivityPeriod = true
InactivityUnits = days
InactivityPeriod = 15
 
[Mailbox]
DistinguishedName = /o=EV/ou=First Administrative Group/cn=Recipients/cn=JDoe
DistinguishedName = /o=EV/ou=First Administrative Group/cn=Recipients/cn=DJones
DistinguishedName = /o=EV/ou=First Administrative Group/cn=Recipients/cn=RSmith
 
[Folder]
Name = \Keep for 5 Years
FilterName = filter1
NonDeletable = True
RetentionCategory = 5 years
OverrideArchiveLocks = true
 
[Folder]
Name = \Deleted Items
FilterName = filter2
RetentionCategory = 10 years
OverrideArchiveLocks = true
 
[Folder]
Name = \Sent Items
FilterName = filter2
RetentionCategory = 7 years
OverrideArchiveLocks = true

NOTE: If the desire is to apply the script to all mailboxes, replace the individual Distinguished Named Entries with the following :

[Mailbox]
DistinguishedName = all



Legacy ID



331576


Article URL http://www.symantec.com/docs/TECH74355


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