Ben Greene said, " RIM sets the retention policies (i.e. auto deletes and
extended retention capabilities; IT
puts the policies in place; and  users tag messages 'in place' with
extended retention for their business records."

Ben is correct in his assessment of the functionality that is available,
however I caution you to really understand (and test) how retention tags
applied by individuals will work (or not work) as intended.  In typical
MSFT style, the end user has been given more flexibility than an enterprise
might want them to have, and in this instance, that includes the potential
to override established retention periods through tagging.  Yes, RIM can
tell IT to provide specific retention periods to end users, but end users
may be able to untag individual items and destroy them early, for example.
Know the features and functionality, especially how they might be used as
tools to circumvent your intended outcomes.

Ben also said, "This could work well for you too, but your mailbox sizes
need to be pretty large.  If you have a 100 or 200 mb limit, for example,
asking a user to save email in the email system for 7 years is not
reasonable."

This actually isn't as big of an issue as you'd expect.  The "archived"
items are not stored in the user's mailbox, they are stored on the server
side.  The size of the user's mailbox is less of an issue as is how much
space you have available in the "archive".

IMO, *if* you are going to do retention management within Exchange at all,
"managed folders" are probably the safer bet than using the retention
tagging, for an organization of any significant size.

Best of luck with your email management efforts!

Julie

Julie J. Colgan, CRM
[log in to unmask]



On Wed, Jul 25, 2012 at 1:49 PM, Ben Greene <[log in to unmask]> wrote:

> I believe the 2010 feature that Microsoft offers out of the box is MRM
> (Message Records Management) which can be very useful in my opinion.  You
> should look into that.  Seems simple to me to use as well.  RIM sets the
> retention policies (i.e. auto deletes and extended retention capabilities;
> IT
> puts the policies in place; and  users tag messages 'in place' with
> extended
> retention for their business records.  For instance we will provide a 3
> year
> capability to a subset of our users, and then only a select few groups will
> have the ability to save email in the email system for longer than 3 years
> and
> they will only have the retention period options that we provide them.
>
> This could work well for you too, but your mailbox sizes need to be pretty
> large.  If you have a 100 or 200 mb limit, for example, asking a user to
> save
> email in the email system for 7 years is not reasonable.
>
>
> Ben Greene, CRM
> Minneapolis, Minnesota
>
> List archives at http://lists.ufl.edu/archives/recmgmt-l.html
> Contact [log in to unmask] for assistance
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> present, place UNSUBSCRIBE RECMGMT-L or UNSUB RECMGMT-L in the body of the
> message.
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>



-- 
Julie J. Colgan, CRM

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