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Checklist: Deploying Retention Policies

[This is pre-release documentation and subject to change in future releases. This topic's current status is: Writing.]

Topic Last Modified: 2009-07-21

Use this checklist to deploy Messaging Records Management in your Microsoft Exchange Server 2010 organization. Be sure to refer to this information when you <name the overall task or process>.

  • Deploying Retention Tags
  • Deploying Managed Folders

Before you start working with this checklist, make sure you're familiar with the concepts in:

Done? Tasks

 

Assess messaging records management requirements for different sets of users

 

Determine client versions in use

 

Create retention policy for a set of users

 

Create retention tags

 

Add retention tags to retention policy

 

Apply retention policy to a single/test mailbox

 

[Optional] Enable MRM Logging

 

[Optional] Modify the managed folder assistant schedule

 

[Optional] Implement client blocking to block legacy clients.

 

Apply managed folder mailbox policy to set of user mailboxes

 

Repeat for additional sets of mailboxes

Return to top

Done? Tasks

 

Assess messaging records management requirements for different sets of users

 

Determine client versions in use

 

Create managed folder mailbox policy for a set of users

 

Create managed folders for the managed folder mailbox policy

 

Create managed content settings for managed folders

 

Add Managed Folders to Managed Folder Mailbox Policy

 

Apply managed folder mailbox policy to a single/test mailbox

 

[Optional] Enable MRM Logging

 

[Optional] Modify the managed folder assistant schedule

 

[Optional] Implement client blocking to block legacy clients.

 

Apply managed folder mailbox policy to set of user mailboxes

 

Repeat for additional sets of mailboxes

Return to top

RTE of procedure

RTE of procedure

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