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AnswerHow do I give a different set of Inbox policies to different users?

  • Friday, August 29, 2008 5:49 PMChad Premoe1 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    I understand how to use Manged Folders and Managed Folder Mailbox Policies but I can't figure out how to give a different set of Inbox policies to different users. For example, Execs would have a inbox retention of 180 days, while everyone else would have 30 days.

    Thanks for your help
    Chad.

Answers

  • Wednesday, September 03, 2008 7:17 AMXiu Zhang - MSFTMSFT, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer

    Hi,

    1.    Create “retention inbox” in “Managed Default Folders”, which FolderType is Inbox.

    2.    Right click on “retention inbox” and “New Managed content settings”. Here we can specify the “length of retention period”

    3.    Right click on “Inbox” and “New Managed content settings”. Here please specify the different value from that for “Retention inbox”.

    4.    New “Managed Folder Mailbox Policies”. Please add “Inbox” for “Specify the managed folders that you want to link to this policy.”

    5.    New “Managed Folder Mailbox Policies”. Please add “Retention Inbox” for “Specify the managed folders that you want to link to this policy.”

    6.    After that, use MRM to select the policy to apply.

    Note: Recipient –mailbox-user mailbox-properties-Mailbox Settings- Messaging Records Management

    Related information excerpt from http://technet.microsoft.com/en-us/library/bb125163(EXCHG.80).aspx

    You do not have to create managed default folders. Managed default folders are created for you when Exchange 2007 is installed. You can, however, create additional instances of managed default folders for use in messaging records management (MRM). For example, you could apply managed content settings that deleted all messages over 90 days old to the managed default folder named Inbox. Next, you could create another managed default folder, also of the Inbox FolderType, with the name Extended Retention Inbox and create managed content settings that did not delete messages in that folder until they were one year old. Then, you could create managed folder mailbox policies that added one of the two different Inbox folders—either Inbox or Extended Retention Inbox—to users' mailboxes depending on their message retention needs.

    Hope it helps.

    Xiu

All Replies

  • Sunday, August 31, 2008 8:16 PMJohan VeldhuisMVPUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    Hi,

     

    If you want that then you need to create seperate policies one for the execs and one for the rest.

     

    Regards,

     

    Johan

     

    visit my site: www.johanveldhuis.nl

     

  • Monday, September 01, 2008 10:16 AMXiu Zhang - MSFTMSFT, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     

    Hi,

    Once you define the settings for a default or custom folder, the subfolders automatically inherit those settings.

    You can try to create a top level Managed Folder Mailbox Policy, and then use MRM (Messaging Records Management) to apply the policy to different user.

    Note: Recipient –mailbox-user mailbox-properties-Mailbox Settings- Messaging Records Management

    Detail steps you can follow the below articles:

    How to Create a Managed Folder Mailbox Policy

    http://technet.microsoft.com/en-us/library/aa996359(EXCHG.80).aspx

    How to Apply a Managed Folder Mailbox Policy to User Mailboxes

    http://technet.microsoft.com/en-us/library/aa996575(EXCHG.80).aspx

    Understanding Messaging Records Management

    http://technet.microsoft.com/en-us/library/bb310756(EXCHG.80).aspx

    Hope it helps.

    Xiu

  • Tuesday, September 02, 2008 6:52 PMChad Premoe1 Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    I guess I need step-by-step directions...

    In the Managed Default Folders tab I right-click Inbox and select New Managed Content Settings..., then I type in a name of  30 days and set the retention period to 30, set Message Type to E-mail and click Ok. Now I repeat that creating a 180 day rule, but I get an error message that says "Managed content settings for the specified message class already exist for this folder...."

    Thanks
    Chad
  • Wednesday, September 03, 2008 7:17 AMXiu Zhang - MSFTMSFT, ModeratorUsers MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Answer

    Hi,

    1.    Create “retention inbox” in “Managed Default Folders”, which FolderType is Inbox.

    2.    Right click on “retention inbox” and “New Managed content settings”. Here we can specify the “length of retention period”

    3.    Right click on “Inbox” and “New Managed content settings”. Here please specify the different value from that for “Retention inbox”.

    4.    New “Managed Folder Mailbox Policies”. Please add “Inbox” for “Specify the managed folders that you want to link to this policy.”

    5.    New “Managed Folder Mailbox Policies”. Please add “Retention Inbox” for “Specify the managed folders that you want to link to this policy.”

    6.    After that, use MRM to select the policy to apply.

    Note: Recipient –mailbox-user mailbox-properties-Mailbox Settings- Messaging Records Management

    Related information excerpt from http://technet.microsoft.com/en-us/library/bb125163(EXCHG.80).aspx

    You do not have to create managed default folders. Managed default folders are created for you when Exchange 2007 is installed. You can, however, create additional instances of managed default folders for use in messaging records management (MRM). For example, you could apply managed content settings that deleted all messages over 90 days old to the managed default folder named Inbox. Next, you could create another managed default folder, also of the Inbox FolderType, with the name Extended Retention Inbox and create managed content settings that did not delete messages in that folder until they were one year old. Then, you could create managed folder mailbox policies that added one of the two different Inbox folders—either Inbox or Extended Retention Inbox—to users' mailboxes depending on their message retention needs.

    Hope it helps.

    Xiu

  • Tuesday, October 27, 2009 1:11 PMgerrymcp Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Hi guys,

    Thanks for this, I was having the same issue.

    One question though - is there a way to apply this to the "Entire Mailbox" type? i.e. I would like to have 2 different policies that apply to the "Entire Mailbox", one for 3 months retention and another for 12 months retention, based on different users requirements. An option to create a Default Folder of type "Entire Mailbox" doesn't appear to be available (the alternative is to create a new Managed Default Folder for each folder type e.g. Inbox, Sent Items etc. and apply the different policies that way).

    Thanks,

    Gerry
  • Tuesday, November 17, 2009 3:18 PMgibbonsec Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     
    Gerry, that's where I'm at as well.
  • Wednesday, November 18, 2009 9:23 PMgibbonsec Users MedalsUsers MedalsUsers MedalsUsers MedalsUsers Medals
     Proposed Answer
    Hey guys,

    The solution is painfully simple.  And to be honest, I'm disappointed in myself that I didn't see it.  It's just so obvious.

    What we did to accomplish this is:
    1. Create a new Managed Default Folder for each level of email retention we wanted. 
    2. Set Managed Content Settings for each folder (you can use All Mailbox Content for each one). 
    3. Then create a Managed Folder Mailbox Policy for each corresponding Managed Default Folder. 
    4. Finally, apply policies to the specific users and run the Managed Folder Assistant.
    Chad, what you'd do if you wanted to do this for the inbox only, is create multiple Inbox folders instead of multiple Entire Mailbox folders like we did.

    See screenshots below. 





    • Proposed As Answer bygibbonsec Monday, November 23, 2009 7:42 PM
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