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Aug 152011
 

One of the great things introduced in Enterprise Vault 8 is the concept of modifiable metadata, or put more simply if you move an item from folder A to folder B in your mailbox, ie you have moved the shortcut, then the underlying archived item can also be moved.

This also holds true for things like retention of items.  If the item is coming from a folder that has 1 Year retention, and is moved by a user to a folder with 3 Year retention, then, that is reflected back on to the archived item. 

Here is a walk through of that with some example screenshots :

I archived a couple of emails in a folder that I had set (using EVPM) to have a 1 Year Retention:

mm-1

I then changed the retention category in the EVPM script to make the folder have 3 Year retention and I archived one more item.  You can see that I now have two items with 1 Year retention, and one item with 3 Year retention:

mm-2

Now when I run Shortcut Processing on the mailbox in question, you will see the other items are updated to have 3 Year retention :

mm03

Here is the EVPM script that I used :

[Directory]

DirectoryComputerName= evault1.ev.local

SiteName = EV01

[Mailbox]

DistinguishedName = /o=EV Training/ou=First Administrative Group/cn=Recipients/cn=stevec

[Filter]

name=Filter1Year

CreateShortcut=true

DeleteOriginal=true

unreadMAIL=true

UseInactivityPeriod=true

InactivityUnits=days

InactivityPeriod=0

[Folder]

Name = 1Year

FilterName = Filter1Year

OverrideArchiveLocks = True

retentioncategory=1year

 

And then I changed it to be :

 

[Directory]

DirectoryComputerName= evault1.ev.local

SiteName = EV01

[Mailbox]

DistinguishedName = /o=EV Training/ou=First Administrative Group/cn=Recipients/cn=stevec

[Filter]

name=Filter1Year

CreateShortcut=true

DeleteOriginal=true

unreadMAIL=true

UseInactivityPeriod=true

InactivityUnits=days

InactivityPeriod=0

[Folder]

Name = 1Year

FilterName = Filter1Year

OverrideArchiveLocks = True

retentioncategory=3year

 

And finally here is an interesting snippet of the DTRACE when shortcut processing is running :

251 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – processing shortcut ‘test1’, size 2122 bytes

252 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – offline vault user F, shortcutexpiryperiod 0, deleteexpireditems F, orphanedshortcut F

253 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – Using default ExpiryDateBasis: Archived Date

254 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – Expiry Basis on Retention Category: [INHERIT FROM SITE]

255 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – Expiry Basis on Site: [Archive Date]

256 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::IsAMovedItem – retention category matches [false]

257 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::IsAMovedItem – archive folder id matches [true]

258 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::IsAMovedItem – item has moved [true]

259 02:43:39.470 [5664] (ArchiveTask) <724> EV:M CArchivingAgent::ProcessShortcutItem – ‘test1’ this is a moved item so add it to our list of moved items

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  3 Responses to “Changing Retention–EV 8 Onwards”

  1. Does still apply? I can’t seem to get the items in a 10 year folder (A) that have a 90 day retention (moved from folder B) update to 10 year like the rest of the emails in the 10 year folder (A). My fear is I have many like this across all archives and need to make sure all 10 year folders have all subfolders and messages updated to make sure they have the 10 year retention before I turn on storage expiry again.

    Thanks,
    Gary

    • Hi Gary

      I think this article is about something slightly different. It’s about changing the retention category of a folder, and then having the items updated.

      Some further questions:
      – What retention category and settings on that category are on ‘Folder B’ before the items are moved to folder A?
      – What EVPM script did you use to create Folder A?
      – On the archiving policy, what options do you have set for shortcut processing?
      – Have you done a DTrace and reviewed it?

      You may want to engage over at the Veritas forums to get me and/or other people to help review in detail.

      Thanks
      Rob

  2. – Retention Category on Folder B is 90 days… frankly all folders but the 2 EVPM pushed folders have 90 days. Everyone has a 3 year folder and some have a 10 year folder.

    I’m working with support now and we just changed the retention year from 10 to 11 to see if that would update the ones in that folder to flip them from 90 day to 10 year but that didn’t work yet. Waiting on a callback.

    “Business” is the retention category name for 90 days. The other two are below.. Business Records and Business Records – Long Term.

    Archiving policy is “Delete original item after archiving”, “Create shortcut to archived item after archiving” and “Archive unread items”. Overall Lock is checked. Delete shortcuts in folders is unchecked and Delete orphaned shortcuts IS checked. Archiving strategy is based on age. Archive items when they are older than 90 days.

    Here are the EVPM scripts:

    [Directory]
    directorycomputername = pro-sev
    sitename = PRO-EVAULT

    [Mailbox]
    ldapquery = (memberOf= CN=Business Records – Long Term,OU=MAI,OU=Enterprise Admins,DC=corporate,DC=local)

    [Folder]
    name = \Business Records – Long Term
    retentioncategory = Business Records – Long Term
    overridearchivelocks = true
    NonDeletable = true

    [Folder]
    name = \Deleted Items
    retentioncategory = Business
    overridearchivelocks = true
    NonDeletable = false

    Then this one that everyone has for 3 year:

    [Directory]
    directorycomputername = pro-sev
    sitename = PRO-EVAULT

    [Mailbox]
    distinguishedname = all

    [Folder]
    name = \Business Records
    retentioncategory = Business Records
    overridearchivelocks = true
    NonDeletable = true

    [Folder]
    name = \Deleted Items
    retentioncategory = Business
    overridearchivelocks = true
    NonDeletable = false

    I haven’t analyzed Dtrace myselt yet but Veritas does have the log file from yesterday. I’ll post this in the forums as you suggested as well. Once I have confidence that every email in everyone’s Business Records or Business Records – Long Term folders are in fact 3 year or 10 year retention, then I can proceed and move on with expiry and my Exchange migration. Right now I’m stuck until I have more confidence in the config.

    Thanks for your help.
    Gary

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