Defining desktop policies

An Exchange desktop policy defines the end user's experience when using the Enterprise Vault Exchange Outlook, Entourage, and OWA clients. It contains the settings that control the Enterprise Vault features and functionality available on the users' desktop computers. You can create multiple policies if you want different provisioning groups to use different policy settings. If you wish, you can create a custom desktop policy for each provisioning group.

A default Exchange desktop policy is created in the Administration Console by the configuration wizard.

If you modify a desktop policy after setting up Exchange mailbox archiving, then when you have finished, synchronize the mailboxes using the button on the Synchronization tab in the Exchange Mailbox Archiving Task properties.

To view and modify the properties of the default Exchange desktop policy

  1. In the Administration Console, expand your Enterprise Vault site.

  2. Click Policies > Exchange > Desktop.

  3. Right-click Default Exchange Desktop Policy in the right pane and select Properties. You can modify the properties of this policy, as required, and also create new policies.

To create a new Exchange desktop policy

  1. In the Administration Console, expand your Enterprise Vault site.

  2. Click Policies > Exchange > Desktop.

  3. Right-click the Desktop container and select New, Policy to launch the new policy wizard.

    The new policy is displayed in the right pane.

  4. To adjust the policy properties, right-click the policy and select Properties.

To set a different policy as default Exchange desktop policy

  1. In the Administration Console, expand your Enterprise Vault site.

  2. Click Policies > Exchange > Desktop.

  3. In the right pane right-click the policy that you want to set as the default policy, and select Set as Default.