retention policy/tags

Roger Roger 6,406

Hello Everyone

i have a unified group mailbox lets say ug1@contoso.com, how can i know if any retention policy or tag is being applied on this unified group mailbox.

2.I have MRM Retention Policies and MRM Retention Tags set up under Data Lifecycle Management in the Microsoft Purview portal (https://compliance.microsoft.com). Currently, I have a default MRM policy for regular mailboxes, which applies a 6-month retention period to all default mailbox folders. For user-created personal folders, users can choose from available retention tags, such as 1 year, 2 years, etc.

I would like to apply the same policy to Office 365 unified group mailboxes. Will the existing policy automatically apply to Office 365 unified group mailboxes, or do I need to create a separate retention policy? Please advise.

1 answer

Andy David - MVP 149.1K Reputation points MVP

2024-11-01T11:44:33.9633333+00:00

the Policy would need to be applied specifically to group mailboxes.

You can create a new one policy or add the location to the existing one.

https://learn.microsoft.com/en-us/purview/retention-settings#configuration-information-for-microsoft-365-group-mailboxes--sites
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Alex Zhang-MSFT 1,675 Reputation points Microsoft Vendor

2024-11-04T02:53:14.98+00:00

Hello, @Roger Roger,

Welcome to the Microsoft Q&A platform!

For your first question, you can use the Microsoft Purview portal. Here are the steps:

Visit the Microsoft Purview portal (https://compliance.microsoft.com).

Navigate to Data lifecycle management > Exchange (legacy): Under Retention policies, check the policy to see if it includes the Unified Group mailboxes.

Check the applied policies: Look for a specific Unified Group mailbox and see if any retention policies or labels are listed.

Regarding your second question, Andy David is right, existing MRM retention policies and MRM retention labels set up for regular mailboxes are not automatically applied to Office 365 Unified Group mailboxes. You need to create a separate retention policy for Unified Group mailboxes. Here are the steps to do so:

Create a new retention policy: In the Microsoft Purview portal, create a new retention policy specifically for Office 365 Unified Group mailboxes.

Specify retention settings: Set the retention period and other settings similar to your existing regular mailbox MRM policy.

Apply policy to Unified Group mailboxes: Ensure that the new policy is applied to Office 365 Unified Group mailboxes.

For detailed steps and information, you can refer to Microsoft's documentation on configuring retention policies for Microsoft 365 groups: https://learn.microsoft.com/en-us/purview/retention-settings.

If the answer is helpful please click on ACCEPT ANSWER as it could help other members of the Microsoft Q&A community who have similar questions and are looking for solutions.

Thank you for your support and understanding.

Best Wishes,

Alex Zhang

Alex Zhang-MSFT 1,675 Reputation points Microsoft Vendor

2024-11-07T01:30:47.5366667+00:00

Hello, @Roger Roger,

Is there any update on this thread? If the issue has been resolved, please mark the helpful replies as answers, this will make answer searching in the forum easier and be beneficial to other community members as well. Thanks for your understanding.

Best Wishes,

Alex Zhang
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