We're still on Enterprise Vault 8 SP3, getting ready to upgrade to EV9. We adopted EV with the primary objective of supporting e-Discovery requirements and a secondary priority of helping manage retention management. The ability to offload older documents from our file/Exchange servers was an added benefit but was not the primary reason for us adopting this technology.
Our e-mail rollout has gone very smoothly and has allowed us to perform numerous fruitful searches using Discover Accelerator. File System Archiving, on the other hand, has been much more difficult.
Specific challenges include:
1) Since managing the link between folders and retention policies essentially requires the involvement of an administrator using the VAC (as opposed to a user being able to set the archive policy for a directory from the client), the easiest approach for allowing users to associate varying retention periods is to make them create the documents in the location which has the most appropriate retention policy for that document type. In my experience, users tend and prefer to group documents together based on project rather than document type or retention characteristics.
2) If a user decides to move the document to a different location to give it a different retention period at some point after it has been archived, the original retention period is retained without the user being given any notice of this. (see https://www-secure.symantec.com/connect/forums/fsa-what-happens-when-archived-file-copiedmoved-windows-explorer)
Are there any other sites out there who have had similar objectives to ours and, if so, how have you tackled these problems in implementing FSA? I know that Symatec have feature "concepts" that they're hoping to implement that would address these issues but, to the best of my knowledge, they haven't been assigned to a specific future release.