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By assigning a Retention Category to items at the time they are archived, it is possible to categorize stored items. This categorization makes it easier to retrieve items because it is possible to search by category.
A Retention Category also specifies the minimum amount of time after its last modification date that an item must be retained. This length of time is the Retention Period. For mail messages, the Retention Period is the time since the message was received. For documents, it is the time since the document was last modified.
Users can select Retention Categories from the list and assign them to items in their mailboxes. When Enterprise Vault archives an item, it is stored with the appropriate Retention Category.
If you later modify a Retention Category, the changes are retrospective. For example, if you have a Retention Category called "Customer Accounts" with a Retention Period of 5 years and you change it to 10 years, items that have been already archived with the "Customer Accounts" Retention Category are retained for a minimum of 10 years.
Note that Enterprise Vault does not automatically delete expired items. The expiry means merely that this is how long you want to retain the items; it does not mean that Enterprise Vault deletes items when that period has ended.
The wizard helps you to create a new Retention Category. If, later, you want to make changes to a Retention Category, you can do so by editing its properties.