The document outlines EPC Group's messaging roadmap and processes for transitioning from Exchange 2010 to SharePoint 2010. [1] Key considerations are creating a simple and reliable messaging solution with an easy transition for end-users. [2] The roadmap details how email older than various thresholds will be automatically migrated and purged from mailboxes over time. [3] It also describes the process for decommissioning personal storage table files by making them read-only and automatically deleting them after 13 months.

1. 1

2. Example: EPC Group Messaging Roadmap
Key considerations for the messaging roadmap include creation of a simple
and reliable messaging solution and an easy transition process for end-users
SharePoint 2010 Messaging Exchange 2010 (example)
Process Design
Process Design
Content > 30 days old in top level of
Inbox and Sent Items folders migrated to
High Capacity 2 GB mailboxes
System Cleanup folder
Mailbox
Management Content > 90 days old purged from High
System Cleanup and Deleted Items folder 1+1 clusters at all sites
Availability
Content > 13 months old purged from all
user managed folders
Same core design at all sites
Decommissioning staged over 13 months. Consistency Automated build
Age-based virtual folders in Outlook will
display the targeted content
Legacy Email
Removal Day 60, email > 4 years old Simplicity Decommission after auto-deletion
Day 120, email > 3 years old
Day 180, email > 2 years old
Month 13, email > 13 months
No new PSTs Proactive Microsoft MOM or new 2010
PST Monitoring version
Existing PSTs read-only and deleted at 13
Elimination months
Outlook to
Drag-and-drop tool (or 3rd Party solution)
SharePoint Managed folders for preservation
Productivity Legal Support orders
Cleanup and behavior tools Indexed mailboxes for discovery
Tools

3. EPC Group Mailbox Management Process
• UserClient must take a pro-active step to retain an email over 60 days in a SharePoint 2010
mailbox.
• To retain a message over 13 months, message must be moved to SharePoint and classified.
• No content remains in Exchange over 13 months. No new PSTs to be created. Old PSTs made
read and delete only.
• An extended (60 day system clean-up migration / 120 day deletion) profile will be provided
where required. Mailbox
Folder View
Timeline
Customer System Generated Inbox, All
Initiated Actions Actions Sent Items, Other
& Deleted items Folders
Messages
SharePoint with
long-term value
Content > 30 days old
Inbox migrated to 30
& Sent Items System Clean-up folder days
Content > 90 days old
automatically purged in place
Message Retain in mailbox New 0 - 12
classification longer than System Clean-Up 30
months
and 30 days days
Folder
corporate
retention
applied. Content > 90 days old,
automatically purged in place
Deleted Items
Folder
Messages Content > 12 months old
with displayed in Outlook
long-term value virtual search folder 12 -13
Content deleted months
All “User Created” Folders,
at 13 months in place
Calendar, Tasks, Notes, & Drafts
3

4. EPC Group’s PST Decommissioning Process
PST Decommission Recommendation
Pre-deployment tool lists all
accessible PSTs
Clean-Up
(Day 1 minus 90)
User action:
Identify PSTs to retain Delete PST Decommissioned
Keep
Active PSTs on old Exchange 2007 C: drives
moved to new Exchange 2010 SharePoint
workstations C: drives
Phase I
Deployment
& PSTs Read-Only Network based PSTs left on network
Day 1
PSTs become read-only.
Make last backup copy for DR.
Repeat Instructions and Reminder:
every 60 “Your PST is going to be deleted in X days”
Phase II days
Change
Management User action:
& User Review Identify “Long-term Keepers” User
“Long-term Keepers” moved
Day 1 – 13 months and move them moves
to SharePoint 2010
to SharePoint message
Take no action
Phase III
Decommission System delete of PSTs
13 months
4