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Exchange Server 2010 : Designing and Implementing Personal Archives

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11/24/2010 9:07:11 AM
Exchange Server 2010 introduces an integrated archive solution named personal archives; this solution provides an alternative to personal store (.pst) files, providing you with the means to phase out these files by importing them to the personal archive associated with the user's mailbox. Eliminating .pst files rids you of the many headaches associated with them:
  • Access from file shares is not supported.

  • They can be challenging to deal with during a legal or regulatory discovery request. (Searching .pst files scattered across file servers, laptops, desktops, and removable storage can be difficult if not impossible.)

A personal archive is a mailbox that can be used for alternative storage, and is optionally created when the user's primary mailbox is created, or it can be enabled on an existing mailbox. The personal archive is accessible by the user in Outlook 2010, Exchange Server 2010 OWA, or Outlook 2007 (with the appropriate updates). In addition, the personal archive is not accessible to offline clients, such as Outlook in cached mode; this may be seen as a limitation to some users who have grown accustomed to having their .pst files available on their local computer. Enabling a personal archive for an existing mailbox is shown in Figure 1.


Note:

Exchange Server 2010 personal archives functionality requires an Enterprise CAL for each mailbox configured with a personal archive.


Figure 1. Enabling personal archive for an existing mailbox



Note:

In the initial Exchange Server 2010 release, the personal archive was restricted to the same database the user's primary mailbox resided on; however, in Exchange Server 2010 SP1 the archive mailbox can be placed on any database in the organization, or in Exchange Online.


When a new mailbox is created with the New Mailbox Wizard in the EMC, a personal archive can be created on the Archive Settings page of the wizard as shown in Figure 2.

Figure 2. The Archive Settings page of the New Mailbox Wizard



Note:

When an archive mailbox is created, content is moved automatically from the user's primary mailbox to his archive based on the default archive policy if no retention policy is assigned to the mailbox. If a retention policy is assigned to the mailbox, that policy supersedes the default archive policy and items are moved to the archive based on the assigned retention policy.


The default archive policy is a retention policy composed of the retention tags outlined in Table 1.

Table 1. Contents of the Default Archive Policy in Exchange Server 2010
RETENTION TAG NAMETAG TYPEDESCRIPTION
Default two-year move to archiveDefaultThis tag applies to all items in the mailbox that don't have a retention tag applied directly or are inherited from the folder; items older than two years are moved to the archive.
Personal one-year move to archivePersonalItems or folders assigned this tag are automatically moved to the archive mailbox after one year.
Personal five-year move to archivePersonalItems or folders assigned this tag are automatically moved to the archive mailbox after five years.
Personal never move to archivePersonalItems or folders assigned this tag are never archived automatically.


Note:

The storage quotas for personal archives are set separately from the quotas on the user's primary mailbox, and are configured for unlimited storage by default; if unlimited quotas are not suitable for your environment, the archive warning quota can be set in the Archive Quota dialog box on the Mailbox Settings tab of the user's mailbox properties in the EMC. You can modify the archive warning quota as well as the archive quota with the Set-Mailbox cmdlet using the ArchiveQuota and ArchiveWarningQuota switches. The archive quota sets at what point the user will no longer be able to move items to the personal archive.


The retention tags linked to the default archive policy are system tags created by Exchange Server 2010 setup, and by default are not returned in the output of the Get-RetentionPolicyTag cmdlet unless you specify the IncludeSystemTags parameter.

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