Matching retention categories

When you move archives from one Enterprise Vault site to another, you can use this page to match source retention categories to destination retention categories.

For each source retention category, Move Archive tries to find a retention category in the destination site that matches the source, based on name and retention period. If it can find a matching category, it appears in the Destination Retention Category column. You can change the destination retention categories that Move Archive has matched automatically.

In the case of Exchange managed folders, Move Archive maps all their associated retention categories in the source to just one destination retention category. You can change the destination retention category, but the change maps all the source retention categories to the single destination category you select.

For each source retention category where there is no match, you must select a destination retention category.

To select or change a destination retention category

  1. Find the source retention category whose destination retention category you want to change.

  2. Under the Destination Retention Category column, use the drop-down list by each source retention category to select a destination retention category.

For each destination site, Move Archive remembers the selections you make each time you run the wizard, and they become the defaults for next time.

You can also display more information about any pair of source and destination retention categories on this page.

To display the properties of a pair of source and destination retention categories

  1. Select the row whose properties you want to display.

  2. Click Properties.

If you do not find a suitable retention category in the destination site, you can use the Administration Console at the destination site to create one. When you have done this, click Refresh on this page to make the new retention category available for selection.