Select Retention Categories

The list shows the PST files and the Retention Category that are used for items from each file. You must specify for each PST file, which Retention Category to use for items from that file.

If a PST file was created by an export from Enterprise Vault, there may be an associated configuration file that contains details of the original Retention Category, in which case Enterprise Vault tries to match the Retention Category settings to those of one of the currently available Retention Categories. Enterprise Vault ignores the old Retention Category name - it looks only at the settings.

Assign a Retention Category to each of the PST files. The wizard has placed icons next to the file names, indicating the status of each file.

The icons have the following meanings:

The PST file has been exported by Enterprise Vault. The associated configuration file contains details of the Retention Category that was used when the items were originally archived. You may want to review the selections Enterprise Vault has made and change them if necessary.

You can do the following:

  • Use an existing Retention Category. Select the one you want from the list in the Retention Category column.

  • Create a new Retention Category. Select <Create New> from the list in the Retention Category column. Enterprise Vault uses the Retention Category information from the configuration file as a template for the new Retention Category. You can modify the details as required.

The PST file has been exported by Enterprise Vault. The associated configuration file does not have a Retention Category section, so the original Retention Category that was used for the items in the file is not known.

You must select a Retention Category to be used for the items that are imported.

The PST file has not one that was created by an export from Enterprise Vault.

You must select a Retention Category to be used for the items that are imported.

New Retention Categories that you create are, by default, visible to those users who have the option of selecting a Retention Category when performing a manual archive. While it is possible for you to create a new Retention Category and then hide it after the import, you may prefer to use existing Retention Categories whenever possible.

When you have assigned a Retention Category to each PST file, click Next to continue.