Creating Enterprise Vault retention categories

You may have decided during planning that you wanted more retention categories than the ones predefined in Enterprise Vault. If this is the case, you must create your own retention categories. Alternatively, you can edit the predefined retention categories to suit your needs.

If you configure Enterprise Vault to archive from Exchange managed folders, it can automatically synchronize managed content settings to managed folder retention categories. Enterprise Vault creates managed folder retention categories automatically. For more information, see the Administrator's Guide.

To create an Enterprise Vault retention category

  1. In the left pane of the Administration Console, expand Enterprise Vault, then Directory, then the site name, and then Policies.

  2. Right-click Retention Categories.

  3. From the shortcut menu, select New > Retention Category.

    The New Retention Category wizard starts.

  4. Work through the wizard. Click Help on any of the wizard screens if you need more information.