Create a Retention Tag

Applies to: Exchange Server 2010

Retention tags are used to apply retention settings to messages and folders in Microsoft Exchange Server 2010. There are three types of retention tags:

• Retention policy tags   These tags are created for default folders such as Inbox and Deleted Items. However, retention policy tags aren't supported for the Calendar and Tasks folders.
• Default policy tags   These tags apply to all items that don't have a retention tag applied, either inherited or explicit. You can have only one default policy tag in a retention policy.
• Personal tags   These tags are used by Microsoft Outlook 2010 and Microsoft Office Outlook Web App users to apply retention settings to custom folders and individual items such as e-mail messages.

To learn more about retention tags, see Understanding Retention Tags and Retention Policies.

Looking for other management tasks related to messaging records management (MRM)? Check out Deploying Messaging Records Management.

Use the Shell to create a retention policy tag

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.

This example creates a retention policy tag for the default folder Deleted Items. When the tag is applied to a mailbox, items in the Deleted Items folder are permanently deleted in 30 days:

New-RetentionPolicyTag "Tag-FIN-DeletedItems" -Type "DeletedItems" -Comment "Deleted Items are purged in 30 days" -RetentionEnabled $true -AgeLimitForRetention 30 -RetentionAction PermanentlyDelete

For detailed syntax and parameter information, see New-RetentionPolicyTag.

Use the Shell to create a default policy tag

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.

This example creates a default policy tag. When the tag is applied to a mailbox, items without an inherited or explicitly applied retention tag are moved to the Deleted Items folder in 365 days:

New-RetentionPolicyTag "Tag-FIN-Default" -Type All -Comment "Items without a retention tag are deleted in 1 year." -RetentionEnabled $true -AgeLimitForRetention 365 -RetentionAction MoveToDeletedItems

For detailed syntax and parameter information, see New-RetentionPolicyTag.

Use the Shell to create a personal tag

You need to be assigned permissions before you can perform this procedure. To see what permissions you need, see the "Messaging records management" entry in the Messaging Policy and Compliance Permissions topic.

This example creates the personal tag Tag-BusinessCritical. Items to which the tag is applied are moved to the personal archive after 3 years.

New-RetentionPolicyTag "Tag-BusinessCritical" -Type Personal -Comment "Business Critical messages are moved to the archive in 3 years." -RetentionEnabled $true -AgeLimitForRetention 1095 -RetentionAction MoveToArchive

For detailed syntax and parameter information, see New-RetentionPolicyTag.

Other Tasks

After you create a retention tag, you may also want to:

• Create a Retention Policy
• Apply a Retention Policy to Mailboxes
• Schedule the Managed Folder Assistant
• Place a Mailbox on Retention Hold