Notes getting archived by Default Policy tag !!


Default Policy tag (DPT) by definition processes all the folders in the mailbox.

Default Policy tag and Personal tag can only have "move to archive" action.

If your requirement is to process all the folders in the mailbox,having DPT in the policy meets your requirement.

Incase you need to exclude a specific default folder to be excluded from being processed by DPT,we need to make some changes to your existing policy.

For example :

If the DPT in the policy has delete action and you need exclude the Notes folder from being processed,creating a disabled Retention policy tag (RPT) successfully meets our requirement.

Things work different if DPT has move to archive action.

DPT with move to archive action and having retention age less than RPT or PT in the policy will overwrite the RPT or PT. This is explained in the below blog post.

DPT with move to archive action takes precedence over RPT.
http://blogs.technet.com/b/vikass_blog/archive/2013/07/04/dpt-with-move-to-archive-action-takes-precedence-over-rpt.aspx

Consider you have a policy which has a DPT with move to archive action and retention age of 30 days. Your requirement is to exclude the Notes folder from being processed.

In this case,creating a disabled RPT for Notes is not going to help.DPT is still going to process the Notes Folder and any content in the Notes folder which is older than 30 days would be moved to Archive mailbox,this content will be moved to same folder "Notes" in the archive and on this Notes folder in the archive,the disabled RPT for Notes will be applied.

In order to exclude the Notes folder from being processed,we need to create a Personal tag with move to archive action and then disable this tag.

This disabled Personal tag has to be applied to Notes folder using OWA,since the Notes folder in Outlook does not give an option to apply this Personal tag.

Above mentioned information is not limited to only Notes folder,but to all default folders.

For folders like Calendar and Tasks folder,Outlook and OWA doesnt give an option to apply this disabled Personal tag,so we need to use the EWS script to apply this disabled Personal tag to folders like Calendar and Tasks folder.

To exclude any user created folder from being archived by DPT,we need to use the same disabled personal tag.

Vikas


Comments (3)

  1. tonyl-MSFT says:

    can we use the script to tag the Notes folder for the personal tag?

  2. turbomcp says:

    long time no see
    always interesting

  3. Anonymous says:

    Awesome as always

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