{"id":1851,"date":"2023-06-30T17:53:12","date_gmt":"2023-06-30T06:53:12","guid":{"rendered":"https:\/\/4it.com.au\/kb\/?post_type=article&#038;p=1851"},"modified":"2023-07-30T18:04:36","modified_gmt":"2023-07-30T07:04:36","slug":"create-and-apply-custom-exchange-archive-policies","status":"publish","type":"article","link":"https:\/\/4it.com.au\/kb\/article\/create-and-apply-custom-exchange-archive-policies\/","title":{"rendered":"Create and Apply Custom Exchange Archive Policies"},"content":{"rendered":"<h2>Create MRM Retention Tags<\/h2>\n<p>Open Microsoft Purview and navigate to the MRM Retention tags tab.<\/p>\n<p><img id=\"thepasted-1\" class=\"\" data-original=\"https:\/\/4it.huducloud.com\/public_photo\/158\" width=\"697\" height=\"398\" \/><\/p>\n<p>Create a new tag.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-2\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/159\" width=\"706\" height=\"403\" \/><\/p>\n<p>Give the tag a meaningful name, provide a brief description of what the tag is for and then click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-4\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/160\" width=\"704\" height=\"402\" \/><\/p>\n<p>Select &#8220;Automatically to entire mailbox&#8221; then click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-5\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/161\" width=\"709\" height=\"405\" \/><\/p>\n<p>Define the retention period and action. In this example, we want to move all email objects older than 6 months into the users online archive. Click next when definitions are set.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-6\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/162\" width=\"711\" height=\"406\" \/><\/p>\n<p>Review the tag settings and click on submit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-7\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/163\" width=\"713\" height=\"407\" \/><\/p>\n<h2>Create Retention Policy<\/h2>\n<p>In Purview, navigate to the MRM Retention policies tab, and click on &#8220;New Policy&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-8\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/164\" width=\"715\" height=\"408\" \/><\/p>\n<p>Give your policy a meaningful name, and click on &#8220;Add tag&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-9\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/165\" width=\"718\" height=\"410\" \/><\/p>\n<p>Select all retention tags, except those referring to the archiving time frame that you don&#8217;t want to apply.<\/p>\n<p>In our example, we only want 6 month archiving to occur, so we&#8217;ll deselect the 1 and 2 year options.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-10\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/166\" width=\"715\" height=\"408\" \/><\/p>\n<p>Review the selected tags and click next.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-11\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/167\" width=\"720\" height=\"411\" \/><\/p>\n<p>Review the policy and click submit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-12\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/168\" width=\"717\" height=\"409\" \/><\/p>\n<h2>Apply Custom Policy<\/h2>\n<p>Open the Exchange Admin Center, select the mailbox you wish to apply the policy to, click on the Mailbox tab, then click on &#8220;Manage mailbox policies&#8221;.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-13\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/169\" width=\"717\" height=\"409\" \/><\/p>\n<p>Click on the Retention policy drop-down, select your newly created MRM policy, then click Save.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" id=\"thepasted-14\" class=\"\" src=\"https:\/\/4it.huducloud.com\/public_photo\/170\" width=\"717\" height=\"409\" \/><\/p>\n<p>Don&#8217;t forget that you&#8217;ll need to force this process to run immediately via PowerShell if primary mailbox space is urgently required; the process for performing the PowerShell forced archive are attached to this article in the related items section.<\/p>\n<div style='text-align:left' class='yasr-auto-insert-visitor'><\/div>","protected":false},"excerpt":{"rendered":"<p>Create MRM Retention Tags Open Microsoft Purview and navigate to the MRM Retention tags tab. Create a new tag. Give the tag a meaningful name, provide a brief description of what the tag is for and then click next. Select &#8220;Automatically to entire mailbox&#8221; then click next. Define the retention period and action. In this [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"menu_order":0,"comment_status":"open","ping_status":"closed","template":"","format":"standard","article-category":[7],"article-tag":[890,888,889,887],"class_list":["post-1851","article","type-article","status-publish","format-standard","hentry","article-category-office-365","article-tag-apply-custom-policy","article-tag-create-mrm-retention-tags","article-tag-create-retention-policy","article-tag-custom-exchange-archive-policies"],"yasr_visitor_votes":{"stars_attributes":{"read_only":false,"span_bottom":false},"number_of_votes":21,"sum_votes":65},"_links":{"self":[{"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article\/1851","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article"}],"about":[{"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/comments?post=1851"}],"version-history":[{"count":4,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article\/1851\/revisions"}],"predecessor-version":[{"id":1855,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article\/1851\/revisions\/1855"}],"wp:attachment":[{"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/media?parent=1851"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article-category?post=1851"},{"taxonomy":"article-tag","embeddable":true,"href":"https:\/\/4it.com.au\/kb\/wp-json\/wp\/v2\/article-tag?post=1851"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}