Configure Messaging Records Management (MRM) and retention policies for a specific mailbox folder

To effectively manage your emails and ensure compliance with organizational requirements and regulatory standards, you can configure Messaging Records Management (MRM) and retention policies for specific mailbox folders in Microsoft 365 Messaging. Here’s how you can do it:

Step 1: Connect to Exchange Online PowerShell

To begin, you need to connect to Exchange Online PowerShell. Follow these steps:

1. Install the Exchange Online Management PowerShell module by running the following command in Windows PowerShell:

Install-Module -Name ExchangeOnlineManagement

2. Connect to Exchange Online PowerShell by running the following commands:

$UserCredential = Get-Credential
$ExchangeSession = New-PSSession -ConfigurationName Microsoft.Exchange -ConnectionUri https://outlook.office365.com/powershell-liveid/ -Credential $UserCredential -Authentication Basic -AllowRedirection
Import-PSSession $ExchangeSession -DisableNameChecking

Step 2: Get the Specific Mailbox Folder

Identify the folder for which you want to configure the MRM and retention policies. Use the Get-MailboxFolder cmdlet to retrieve the specific mailbox folder details. For example, to get the Inbox folder for a specific mailbox named “[email protected],” run the following command:

Get-MailboxFolder -Identity [email protected]:\Inbox

Step 3: Configure MRM and Retention Policies

Now that you have identified the specific mailbox folder, you can proceed to configure the MRM and retention policies.

a. Default Folder Policies

Default folder policies are applied to all folders in a mailbox. To configure the default folder policy, use the Set-Mailbox cmdlet. For example, to set the default folder policy for the “[email protected]” mailbox to Calendar and apply the “Default MRM Policy,” run the following command:

Set-Mailbox -Identity [email protected] -DefaultFolderType Calendar -RetentionPolicy "Default MRM Policy"

b. Custom Folder Policies

Custom folder policies allow you to set specific policies for individual folders. Follow these steps:

i. Create a Custom Policy Tag

Use the New-RetentionPolicyTag cmdlet to create a custom policy tag. For example, to create a custom policy tag named “WeeklyArchive” with a retention period of 90 days and move items to the Archive folder, run the following command:

New-RetentionPolicyTag -Name "WeeklyArchive" -Type All -RetentionEnabled $true -AgeLimitForRetention 90 -RetentionAction MoveToArchive

ii. Apply the Custom Policy Tag to the Folder

Once the custom policy tag is created, you can apply it to the specific folder using the Set-MailboxFolder cmdlet. For example, to apply the “WeeklyArchive” policy tag to the “[email protected]:\Inbox” folder, run the following command:

Set-MailboxFolder -Identity [email protected]:\Inbox -RetentionPolicy "WeeklyArchive"

Step 4: Verify the Configuration

To ensure the MRM and retention policies are successfully configured for the specific mailbox folder, you can use the Get-MailboxFolder cmdlet again. For example, to retrieve the folder details after applying the policies, run the following command:

Get-MailboxFolder -Identity [email protected]:\Inbox

By following these steps, you can configure Messaging Records Management (MRM) and retention policies for a specific mailbox folder in Microsoft 365 Messaging. These policies help automate the management and retention of emails and other items in your mailbox, ensuring compliance with organizational requirements and regulatory standards.