Adding a Provisioning Group

A provisioning group enables you to apply an Exchange mailbox policy, an Exchange desktop policy and a PST migration policy to individual users or to a group of Exchange Server users.

You can have a single provisioning group, comprising the whole Exchange Server organization, or multiple provisioning groups, if you want to assign different policies to different groups of users.

You can select the mailboxes to be associated with a provisioning group using any of the following:

Note:

A mailbox must be part of a provisioning group before you can enable that mailbox for archiving.

Provisioning groups are processed, and mailboxes enabled by the Exchange Provisioning Task.

To add a Provisioning Group

  1. In the left pane of the Administration Console, expand Targets.

  2. Expand the Exchange domain that you added.

  3. Right-click Provisioning Group and, on the shortcut menu, click New and then Provisioning Group.

    The New Provisioning Group wizard starts.

  4. Work through the wizard to add a Provisioning Group.

    You need the following information:

    • The name of the Provisioning Group.

    • The mailboxes to be included in the Provisioning Group. You can select mailboxes using any of the following: Windows group or user, Distribution Group, organizational unit , LDAP query, whole Exchange Organization.

    • The Exchange desktop, mailbox, and PST Migration policies to apply

    • The default retention category to apply, when archiving from the mailboxes. The wizard enables you to create a new retention category, if required.

    • Optionally, an override default vault store that Enterprise Vault is to use when creating the archives for mailboxes in this Provisioning Group. If mailboxes in the Provisioning Group are automatically-enabled for archiving, the vault store will be used for any future mailboxes that are added to the Provisioning Group.

      If you do not explicitly set the vault store for the Provisioning Group, the default vault store setting is inherited from the Exchange Server properties. If the vault store is not specified in the Exchange Server properties, then the setting in the Enterprise Vault server properties is used.

    • Optionally, an override default Indexing Service that Enterprise Vault is to use for the archives associated with this Provisioning Group. The default Indexing Service is used for mailboxes in the Provisioning Group that are automatically-enabled for archiving.

      If you do not explicitly set the Indexing Service for the Provisioning Group, the default Indexing Service setting is inherited from the Exchange Server properties. If the Indexing Service is not specified in the Exchange Server properties, then the setting in the Enterprise Vault server properties is used.

    • Whether you want Enterprise Vault to enable new mailboxes for archiving automatically.

      A new mailbox is one that is new to Enterprise Vault. When you first start using Enterprise Vault, all the mailboxes are new. With auto-enabling set, all existing mailboxes are enabled when the Exchange Mailbox Task next runs. All mailboxes created in the future will also be enabled and the associated archives automatically created.

      You can use the Disable Mailbox wizard to explicitly disable individual mailboxes. This prevents the mailbox being enabled automatically, so the mailbox is never archived unless you choose to enable it.

    • If auto-enabling is selected, whether to initially suspend archiving. This means that archiving of the mailbox does not start until the user enables it. This gives the users the opportunity to change archiving defaults, if required, before archiving begins.