Agenda: Compliance Vision Archive Preserve (Hold) Delete (Messaging Records Management) Q&A

Empower the User Outlook, Word, PowerPoint, SharePoint, Mobile Apps, etc. Exchange, SharePoint, Lync, AD, File Server, third parties, etc. Exchange/ SharePoint Enable the Compliance OfficerEasy for IT Our Vision for Compliance In Place and Extensible Exchange, SharePoint, Windows

Benefits of large mailbox with archiving

Outlook OWA

Quickly find new or historical wherever you are with new, faster search technology Single Search in OWA and Outlook returns results from Primary & Archive Mailboxes Combined conversation view Search everywhere at once Integrated search Combined conversation view

Archive Admin Experience How it works Second mailbox associated with user in online mode, not cached Use same tools to manage mailbox & archive Same HA and migration concepts as primary mailbox Where it lives Hybrid ARCHIVE Cloud Archive (EOA) ARCHIVE PRIMARY On-premises only or cloud only ARCHIVE PRIMARY ARCHIVE PRIMARY ARCHIVE

Lync archives content into Exchange mailboxes when user is on In-Place Hold Includes instant messaging and meeting content In-Place Hold, eDiscovery, Delete of Lync data consolidated to Exchange tools Lync 2010Exchange 2010 Compliance Archive Compliance New LyncNew Exchange

Lync Archiving: How does it work? User A Mailbox Server side archiving All Lync modalities captured (PC, mobile, web, OWA) User A on hold Hold state synced Recoverable Items Deleted Items Inbox

Evolution: In-Place Hold Litigation Hold Time-Based Hold In-Place Hold * Preserve all content * Preserve Indefinitely * Ex Only * Preserve all content * Preserve - time received * Ex Only * Query based hold * Time Based hold * Mailbox Hold * Hold across Ex, SP, Lync Exchange 2010 Office 365 Exchange 2013

User A Mailbox Recoverable Items Deletions Inbox Purges Versions Deleted Items … DiscoveryHold (7a) Message kept or deleted when time period ends or hold removed (Litigation Hold) (5) Message Edited (3) Message deleted (4a) Message “purged” by user (Litigation Hold) Lifecycl e of items on hold (4b) Message “purged” by user (In-Place Hold) (6) Message evaluated against hold queries and time periods (7b) Message moved to DiscoveryHold or deleted when time period ends, query changes, or hold removed (In-Place Hold) (1) Message delivered (2) Message moved to Deleted Items

In-Place Hold as you want it Preserve message recipients in distribution groups Exchange Admin Center Hold SharePoint eDiscovery Center Hold

Key Concept: Retention Tags  Actions:  Delete  Move to Archive  Do nothing  Scope  Entire mailbox: default policy tag  Applies to the entire mailbox  Full control for the IT Pro  Default mailbox folders: retention policy tag  Applies to system folders – Inbox, Sent Items, Deleted Items, etc.  Full control for IT Pro (with granularity)  Folders/items tagged by the IW: personal tags  Useful for exceptions due to business requirements (tag an item to keep it longer)  Useful for quota management (delete items in this folder faster or move to archive sooner)

Automate the deletion and archiving of and other Exchange data to meet data retention requirements Assign personal tags to system folders in Outlook and OWA View default mailbox policy Single menu for policies

Retention policy and expiry details Assign to an individual item, folder, or all

Delete Policy Archive Policy (mailbox management)

Archive In-Place data store for Exchange & Lync Archive access via Outlook and OWA Preserve (Hold) In-Place Preservation for Exchange, SharePoint and Lync Query and time-based preservation Delete (Messaging Records Management) Delete and move content to archive Tag and Time-based deletion Recap