Configuring archiving based on age and quota with a script

You can use an Enterprise Vault Policy Manager script to configure your archiving strategy for a mailbox.

For information about Policy Manager, see the Utilities Guide.

An example script is shown here. This script applies settings for archiving based on age and quota to a mailbox. It also configures a special folder to override the mailbox-level settings.

The first part of the script configures the mailbox as follows:

Archive items that are older than three months.
Archive items that are larger than 4 MB immediately.
If necessary, continue quota-based archiving until 30% of the mailbox storage limit is free. Quota-based archiving starts with any items that are larger than 1 MB and more than one day old.
Create shortcuts, and delete the original items.

The second part of the script configures a mailbox folder that is named \Inbox\Special Project as follows:

Archive items that are older than 0 days.
Do not create shortcuts, and delete the original items.

You might want to configure a special folder as shown here as an alternative to manual archiving. Users can move items into the folder, and Enterprise Vault automatically archives the items soon afterwards.

The example script is as follows:

[directory]
directorycomputername=evserver
sitename=evsite

[mailbox]
distinguishedname=/o=First Organization/ou=First Administrative Group/
cn=Recipients/cn=recipient_1

; Using Age & Quota based archiving
;
[filter]
name=AGEANDQUOTA

; Quota settings
; Archive to 30% of quota is available
; Start with large items >1MB that are more than 1 day old
UsePercentageQuota=true
PercentageQuota=30
UseInactivityPeriod=true
QMinimumAgeThresholdPeriod=1
QMinimumAgeThresholdUnits=Days
QPrioritizeItemsOver=1024
QPrioritizeLargeItems=true

; Age settings
; Archive all items older than 3 months
; Archive all items >4MB immediately.
UseInactivityPeriod=true
InactivityPeriod=3
InactivityUnits=Months
ALargeItemThresholdPeriod=0
ALargeItemThresholdUnits=Days
APrioritizeItemsOver=4096
APrioritizeLargeItems=true

; Create shortcuts and delete the original item
;
CreateShortcut=true
DeleteOriginal=true

; Do not archive unread items
Unreadmail=false

; Special case zero day folder to override Age & Quota settings
;
[filter]
name=ZeroDaysNoShortcut

; Archive Items after 0 days, delete the original and 
; do not leave a shortcut
;
UseInactivityPeriod=true
UsePercentageQuota=false
InactivityPeriod=0
InactivityUnits=Days
CreateShortcut=false
DeleteOriginal=true
Unreadmail=true

; Set the mailbox to use Age & Quota based archiving as 
; defined in the policy above
;
[folder]
name=MailboxRoot
filtername=AGEANDQUOTA
Overridearchivelocks=true

; Apply the ZeroDaysNoShortcut policy to a special project folder
;
[folder]
name=\Inbox\Special Project
filtername=ZeroDaysNoShortcut
Overridearchivelocks=true