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Exchange 2010Archiving and Retention  Harold Wong blogs.technet.com/haroldwong
Why Archive? A Vicious Cycle of Volume vs. Control   ,[object Object]
Regulatory retention schedules contribute to further volume/ storage issues Increasing storage and back-up costs  Quota management often results in growing PSTs (Outlook auto-archive)  Users forced to manage quota
Breaking the CycleWith large mailbox archiecture and archiving  Large Mailbox Architecture ,[object Object]
 provides option for DAS-SATA storage to reduce costs Archiving simplifies discovery, retention and legal hold  Archiving enables simple migration of PSTS back to server
Large Mailbox Lower Costs, Better Performance
Exchange 2010 ArchivingBetter mailbox management
Personal ArchiveOverview  A secondary mailbox that is configured by the administrator  Appears alongside a user’s primary mailbox in Outlook or Outlook Web Access.  PSTs can be dragged and dropped to the Personal Archive Mail in primary mailbox can be moved automatically using Retention Policies  Archive quota can be set separately from primary mailbox
Personal ArchiveUser experience User can view, read, navigate, flag and reply to archived mail same as live mail  Folder hierarchy from primary mailbox maintained  Reply to message in archive puts message in live mail sent items (same as PSTs)  User gets conversation view scoped to Archive (same as PSTs)
Personal Archive Search  Option to search archive only or both live and archived mail  Advanced search options work across live and archived mail 8
Retention PolicesAt the folder or item level Policies can be applied directly within an email  Policies can be applied to all email within a folder Delete  policies  Archive policies  Expiration date stamped directly  on e-mail
Retention Policies Move, Delete Move Policy: Automatically moves messages to the archive ,[object Object],Helps keep mailbox under quota Works like Outlook Auto-Archive – without creating PSTs! Delete Policy: Automatically deletes messages Delete policies are Global (they travel with messages as they move to Archive) Removes unwanted items Move + Delete Policy: Automatically moves message to archive after x months and then deletes from archive after y months Policy priority: Explicit policies over default policies; Longer policies apply over shorter policies
Multi-Mailbox Search Simple, role-based GUI Delegate access to search to HR, compliance, legal manager  Search all mail items (email, IM, contacts, calendar) across primary mailbox, archives Filtering includes: sender, receiver, expiry policy, message size, sent/receive date, cc/bcc, regular expressions, IRM protected items
Multi-MailboxSearch Additional eDiscovery features  Search specific mailboxes or DLS Export search results to a mailbox or SMTP address Search results organized per original hierarchy  Request email alert when search is complete  API enables 3rd tool integration with query results for processing
Legal Hold More control
JournalingGreater efficiency
Journal Decryption Server decryption agent  ,[object Object]
Enable virus scanning, content filtering, and content based rules on IRM-protected messages,[object Object]
Archive Management Add-Remove-View Archive  Adding the archive requires a simple checkbox in the new-mailbox wizard Archive can be disabled together or separate from the mailbox Archive auto-discover requires no Outlook restart to activate archive  17
Archive Management Set Quota  Select archive quota to change default settings  The default quota warning for the Archive is 10 GB
JournalingGreater efficiency
Exchange 2010 Archiving and Retention Key Benefits Summary  Seamless User Experience  ,[object Object]
Move mail in primary automatically into Personal Archive to manage quota
Access archive through Outlook or OWA
Apply retention policies, Search across primary mailbox and Personal ArchiveStreamlined Administrative Experience   ,[object Object]
Delegate compliance-related functions to non-IT compliance officers, legal, HR through easy-to-use GUIReduced Costs  ,[object Object]
No separate archive to manage = lower administrative costs
Option to use DAS-SATA storage architecture to reduce storage costs ,[object Object]
© 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation.  Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation.  MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
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Exchange 2010 Archiving and Retention Provides Regulatory Compliance and Cost Savings

  • 1. Exchange 2010Archiving and Retention Harold Wong blogs.technet.com/haroldwong
  • 2.
  • 3. Regulatory retention schedules contribute to further volume/ storage issues Increasing storage and back-up costs Quota management often results in growing PSTs (Outlook auto-archive) Users forced to manage quota
  • 4.
  • 5. provides option for DAS-SATA storage to reduce costs Archiving simplifies discovery, retention and legal hold Archiving enables simple migration of PSTS back to server
  • 6. Large Mailbox Lower Costs, Better Performance
  • 7. Exchange 2010 ArchivingBetter mailbox management
  • 8. Personal ArchiveOverview A secondary mailbox that is configured by the administrator Appears alongside a user’s primary mailbox in Outlook or Outlook Web Access. PSTs can be dragged and dropped to the Personal Archive Mail in primary mailbox can be moved automatically using Retention Policies Archive quota can be set separately from primary mailbox
  • 9. Personal ArchiveUser experience User can view, read, navigate, flag and reply to archived mail same as live mail Folder hierarchy from primary mailbox maintained Reply to message in archive puts message in live mail sent items (same as PSTs) User gets conversation view scoped to Archive (same as PSTs)
  • 10. Personal Archive Search Option to search archive only or both live and archived mail Advanced search options work across live and archived mail 8
  • 11. Retention PolicesAt the folder or item level Policies can be applied directly within an email Policies can be applied to all email within a folder Delete policies Archive policies Expiration date stamped directly on e-mail
  • 12.
  • 13. Multi-Mailbox Search Simple, role-based GUI Delegate access to search to HR, compliance, legal manager Search all mail items (email, IM, contacts, calendar) across primary mailbox, archives Filtering includes: sender, receiver, expiry policy, message size, sent/receive date, cc/bcc, regular expressions, IRM protected items
  • 14. Multi-MailboxSearch Additional eDiscovery features Search specific mailboxes or DLS Export search results to a mailbox or SMTP address Search results organized per original hierarchy Request email alert when search is complete API enables 3rd tool integration with query results for processing
  • 15. Legal Hold More control
  • 17.
  • 18.
  • 19. Archive Management Add-Remove-View Archive Adding the archive requires a simple checkbox in the new-mailbox wizard Archive can be disabled together or separate from the mailbox Archive auto-discover requires no Outlook restart to activate archive 17
  • 20. Archive Management Set Quota Select archive quota to change default settings The default quota warning for the Archive is 10 GB
  • 22.
  • 23. Move mail in primary automatically into Personal Archive to manage quota
  • 24. Access archive through Outlook or OWA
  • 25.
  • 26.
  • 27. No separate archive to manage = lower administrative costs
  • 28.
  • 29. © 2008 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries. The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.
  • 31. Storage Improvements Performance Enhancements Enable New Options Exchange 2010 Storage Enhancements 70% reduction in IOPS Smoother IO patterns Resilience against corruption Direct Attached w/ SATA Disks Choose from a wide range of storage technologies without sacrificing system availability: Storage Area Network (SAN) Direct Attached w/ SAS Disks JBOD SATA(RAID-less)
  • 32.
  • 33. Use larger, slower, cheaper disks
  • 34. Support larger mailboxes at lower cost
  • 35. HA provides resilience from disk failures
  • 36. HA Solution remains unchanged regardless of data volume size
  • 38.
  • 39. Mailbox quotas control volume but also encourage PSTs
  • 40.
  • 41.
  • 42. FRCP Amendments (US) place strict timelines on discovery
  • 43.
  • 44. PSTs cannot be easily discovered
  • 45. Lost laptop results in exposure of PSTs
  • 46.
  • 47. Can’t get to PSTs when needed
  • 48. PST corruptions increase on network share
  • 49.
  • 50.
  • 51. Personal Archive Backups Third Party Archive
  • 52. Archiving and RetentionPart of our larger E2010 compliance story