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Resolve email archive and deletion issues when using retention policies

  • Article
  • Applies to:
    Exchange Online, Microsoft Purview

This article explores some common issues that prevent messaging records management (MRM) from correctly deleting or archiving email messages in Exchange Online. It also provides steps to identify the root cause and resolve the issues.

Note

  • These troubleshooting steps also apply to Exchange hybrid deployments in which the primary mailbox is hosted on-premises and the archive mailbox is in Exchange Online. In such deployments, perform these steps by using the on-premises Exchange Management Shell.
  • In Exchange Online, the Managed Folder Assistant (MFA) is set to process mailboxes at least one time every seven days. Although MFA usually processes mailboxes every day, the process can take up to seven days to finish. Instead of waiting for the process to run, you can force it by running the Start-ManagedFolderAssistant <mailbox ID> cmdlet.
  • MRM doesn't process mailboxes that are smaller than 10 MB.
  • If the account is disabled and the mailbox type is regular, then MRM won't process the mailbox. Therefore, any subsequent holds applied won't show up in the Hold Tracking Mailbox Diagnostic logs.

Common causes

There are several reasons why MRM might not process a mailbox as expected. For example:

  • The mailbox is placed on retention hold. That is, the RetentionHoldEnabled property of the mailbox is set to True. For example, the mailbox is migrated by using the PST Import service.
  • The ElcProcessingDisabled property of the mailbox is set to True. This setting prevents the MFA from processing the mailbox at all.
  • The mailbox has a retention tag applied, but the tag is currently disabled. Therefore, messages in the mailbox will never be archived or deleted.
  • The mailbox to be processed is large and contains many items. This can cause MFA to archive or delete content at a slower rate.
  • The retention policy that's applied to the mailbox includes only personal tags. If the user doesn't manually apply these tags, MRM might not process the mailbox.

Troubleshooting

Check the RetentionHoldEnabled property of the mailbox

Use the Get-Mailbox cmdlet to retrieve the RetentionHoldEnabled property of the mailbox. If the property is set to True, set it to False.

Check the ElcProcessingDisabled property of the mailbox

Use the Get-Mailbox cmdlet to retrieve the ElcProcessingDisabled property of the mailbox. If the property is set to True, set it to False. For more information about this property, see Difference between ElcProcessingDisabled and RetentionHoldEnabled.

Review the retention policies and tags that are applied to the mailbox

Use the Get-RetentionPolicyTag, Get-RetentionPolicy and Get-Mailbox cmdlets to check retention policies and tags that are assigned to the affected mailbox.

Here are some examples:

  • To retrieve all retention policies on your Exchange Online tenant, run the following cmdlet:

    Get-RetentionPolicy

  • To check which policy tags are added to the MRM policy that's assigned to the mailbox, run the following cmdlet:

    Get-RetentionPolicy -Identity <Name of the retention policy assigned to the mailbox> | select -ExpandProperty RetentionPolicyTagLinks

  • To retrieve the RetentionHoldEnabled property of the mailbox and the assigned retention policy, run the following cmdlet:

    Get-Mailbox <MailboxID> | fl *Retention*

  • To check which personal retention tags the user has opted into in addition to those that are already included in the assigned retention policy, run the following cmdlet:

    Get-RetentionPolicyTag -Mailbox <MailboxID> -OptionalInMailbox

  • To review the details of a particular retention policy tag, run the following cmdlet:

    Get-RetentionPolicyTag <Name of the tag> | fl

Pay attention to retention tags that are disabled or that have the actions set to never move to archive or never delete. The duration that's assigned to a tag is a key factor in determining its priority. Therefore, check for tags that have the longest time duration, such as never move to archive or never delete, because these tags take precedence over other tags that are applied.

Note

The default archive policy tag that applies to the whole mailbox also applies to Calendar, Tasks, and Notes. You can't apply a personal archive tag that has the never move to archive action to these folders. Exception: You can apply tags to Notes by using Outlook on the web. For more information, see Default folders that support Retention Policy Tags.

Check for Default Archive and Default Retention on the mailbox

Check whether a Default Archive or Default Retention policy tag is applied to the mailbox. If it is, make sure that:

  • No personal archive or retention tags have been previously applied to folders that have the never move to archive or never delete action.
  • No disabled or default archive or retention tags have been applied to the entire mailbox.
  • The Default Archive tag (or any other policy tags that were applied) exists in the list of retention policy tags that are contained in the PR_ROAMING_XMLSTREAM property. If any tag is missing, delete the IPM.Configuration.MRM message that contains the PR_ROAMING_XMLSTREAM property, and use the Start-ManagedFolderAssistant cmdlet together with the -FullCrawl switch for the affected mailbox. Doing this regenerates the IPM.Configuration.MRM hidden message and updates the PR_ROAMING_XMLSTREAM to have the new policy tag.

You can use MFCMAPI to check the PR_ROAMING_XMLSTREAM property by following these steps:

  1. Set up the affected mailbox in Outlook.
  2. Download MFCMAPI. If you use the 64-bit version of Outlook, download the 64-bit build. Otherwise, download the 32-bit build.
  3. Open MFCMAPI, select Tools > Options, and then select MAPI_NO_CACHE and MDB_ONLINE.
  4. Select Session > Logon, select the profile that contains the affected mailbox, and then select OK.
  5. Double-click the affected mailbox, expand Root Container > Top of Information Store.
  6. Under Top of Information Store (or its equivalent if the user mailbox is set to a language other than English), right-click Inbox, and then select Open associated contents table.
  7. Sort the top pane by the Message Class column, and then select IPM.Configuration.MRM.
  8. In the bottom pane, sort by the Name column, and then locate the PR_ROAMING_XMLSTREAM property.
  9. Double-click PR_ROAMING_XMLSTREAM, copy the XML in the Text section, paste it into Notepad, and then save the contents as an .xml file.
  10. Open the .xml file in a web browser to see the actual retention policy tags that are applied to the mailbox.

Check for personal tags applied to folders or individual items

You can also use MFCMAPI to check whether personal archive or retention tags are correctly applied to folders. To do this, use similar steps that are mentioned above, select the affected folder, and check its properties for archive tags or retention tags. You can do this for individual email messages, too.

If you're dealing with a Default Archive policy that applies to the entire mailbox, you won't see any archive policy properties, such as:

  • PR_ARCHIVE_TAG
  • PR_ARCHIVE_PERIOD
  • PR_ARCHIVE_DATE
  • PR_POLICY_TAG
  • PR_RETENTION_DATE

These properties are visible only if a personal archive tag, default folder retention tag, or personal retention tag is applied.

Collect the primary mailbox and archive mailbox folder statistics

To gather information about the oldest items and policies that are applied, run the following commands:

  • For the primary mailbox:

    Get-MailboxFolderStatistics -Identity <primary mailbox ID> -IncludeOldestAndNewestItems | Export-CSV -NoTypeInformation -Path .\primaryfolderstats.csv

  • For the archive mailbox:

    Get-MailboxFolderStatistics -Identity  <primary mailbox ID> -Archive -IncludeOldestAndNewestItems | Export-CSV -NoTypeInformation -Path .\archivefolderstats.csv

In the command output, look for the item that has the earliest received date in any given folder. Use the following guidance:

  • Check the OldestItemReceivedDate of all folders that are located under Top of Information Store, including Inbox, Sent Items, Junk Email, and any of their user-created subfolders. Exclude Deleted Items, Contacts, Calendar (recurring meetings only), and Tasks (recurring tasks only). Then, compare the OldestItemReceivedDate value to the Retention Age value that's specified in the non-working policy.

    Note

    • For more information about deleted items, recurring calendar items, and tasks, see Determining the age of different types of items.
    • Contacts aren't processed by retention policies because they don't have a start or expiration date stamp.

  • For items that are in the Recoverable Items folder, check the OldestItemLastModifiedDate instead, and compare it to the RetainDeletedItemsFor property that's set on the affected mailbox.

In the output, also check which policies are applied to the folders, and determine whether any disabled personal tags, active personal tags, or even retention compliance policies override the expected policy. Review the following columns:

  • DeletePolicy
  • ArchivePolicy
  • CompliancePolicy
  • RetentionFlags

These columns indicate whether a default folder retention tag, a personal retention tag, or a personal archive tag is applied to the folders. The RetentionFlags column can also show:

  • Whether an explicit retention tag or archive tag is applied (explicit tags indicate that the policies are manually applied and not inherited)
  • Whether the folder has to be rescanned by the MFA

Note

Policies that are applied to folders in the archive mailbox are usually inherited from the folders in the primary mailbox. However, users can apply a different personal tag to a folder within the archive mailbox. For more information, see Apply a retention tag to a folder in the archive.

Check the MRM diagnostic logs

To collect the MRM diagnostic log, run the following PowerShell command:

Export-MailboxDiagnosticLogs <mailboxID> -ComponentName MRM

Review the log to determine whether any errors occurred when the MFA processed the mailbox. Check the date of the last error to determine its relevance to the current issue.

Note

If the log contains "resource unhealthy" error messages, this means that the mailbox processing is throttled. Because of the size of the mailbox and the number of items that it contains, MRM is processing the mailbox very slowly. Unfortunately, throttling is unavoidable when you work with large mailboxes.

If you don't see any logs, and you receive an error message that says "no logs were found", this means that MRM processed the mailbox without any errors.

You should also check the following additional properties that can indicate whether MFA processed the contents of the mailbox:

  • ElcLastRunUpdatedItemCount: The number of individual items that were tagged or untagged by MFA on its last run
  • ElcLastRunTaggedWithArchiveItemCount: The number of items that MFA updated with an archive tag on its last run
  • ElcLastRunTaggedWithExpiryItemCount: The number of items that MFA updated with an expiry (delete) tag on its last run
  • ElcLastRunDeletedFromRootItemCount: The number of items from the Deleted Items folder that expired and were automatically moved to the Recoverable Items folder
  • ElcLastRunDeletedFromDumpsterItemCount: The number of items that MFA deleted from the Recoverable Items folder on its last run
  • ElcLastRunArchivedFromRootItemCount: The number of items that were moved from Inbox or Top of Information Store of the primary mailbox to Inbox or Top of Information Store of the archive mailbox
  • ElcLastRunArchivedFromDumpsterItemCount: The number of items that were moved from the Recoverable Items folder of the primary mailbox to the Recoverable Items folder of the archive mailbox
  • ElcLastSuccessTimestamp: The last time that MFA processed the mailbox without any errors (In the case of MRM throttling, these errors may be temporary. This means that items will continue to be moved or deleted, but at a slower rate than usual.)

To retrieve these properties, run the following PowerShell commands. These commands parse the XML and return the Email Life Cycle-related properties that begin with "Elc".

$logProps = Export-MailboxDiagnosticLogs <mailboxID> -ExtendedProperties
$xmlprops = [xml]($logProps.MailboxLog)
$xmlprops.Properties.MailboxTable.Property | ? {$_.Name -like "ELC*"}

If you still can't resolve the issue, contact Microsoft Support.

Best practices

We recommend that you enable the archive mailbox for an account immediately after it's placed on Litigation Hold. This is especially true if the user has a lot of email traffic. Doing this can help prevent the Recoverable Items folder from becoming full and will let users continue to be able to further delete items from their primary mailbox. Additionally, we recommend that you enable auto-expanding archiving, depending on the user's Microsoft 365 license.

Notice that the Recoverable Items folder of the primary mailbox shouldn't be at the maximum quota because it can also prevent MRM from moving items into the archive. For more information about mailbox folder limits and mailbox storage limits, see Exchange Online limits.