Checklist: Deploying retention policies


Applies to: Exchange Online, Exchange Server 2013

Topic Last Modified: 2016-12-09

Use this checklist to deploy retention policies in your Microsoft Exchange Server 2013 organization. Before you start working with this checklist, make sure you're familiar with the concepts in the following topics:


Done? Tasks Resources


Assess messaging records management (MRM) requirements for different sets of users.

Messaging records management


Determine which Microsoft Outlook client versions are in use.

Parse the RPC Client Access log files located at %ExchangeInstallPath%Logging\RPC Client Access.


Create retention tags.

Create a Retention Policy


Create retention policies.

Create a Retention Policy


Add retention tags to retention policies.

Add retention tags to or remove retention tags from a retention policy


Place mailboxes on retention hold.

Place a mailbox on retention hold


Apply a retention policy to a single mailbox for testing purposes.

Apply a retention policy to mailboxes


Optional: Implement client blocking to block legacy Outlook clients.

Configure Outlook Client Blocking for Messaging Records Management


Begin user communication and training activities. Include a deadline when retention policies will be processed, and items moved or deleted.

Not applicable


Apply retention policy to additional mailboxes.

Apply a retention policy to mailboxes


A few days in advance, remind users about the deadline.

Not applicable


At the deadline, remove the retention hold from mailboxes.

Place a mailbox on retention hold