Forum Discussion
Microsoft Purview best practices
I am wondering what the best way to accomplish this would be. We are working at stepping down our email retention periods from 10 years to 5 years. We currently have a 10-years policy that uses a dy...
No worries. I did not put the proper detail in the ticket at the start. But yes we are just using these policies to keep the amount of emails down in any mailbox to 5 years. Without taking away from the user the ability to delete emails whenever they want.
So, if shortest wins in our scenario, then will the process I wrote in the original post be the correct way to get this done?
Yes, that should do then. The only part I would worry about is that you are switching from "targeted" to tenant-wide policy for the 5-year delete, double- and triple-check this will have the desired result across all mailboxes. If possible try to come up with a way to only target the users that do need the 5-year policy, as tenant-wide ones will affect things like Inactive mailboxes.
You can also consider using "Exchange" retention labels. They do not work for actual "retention" scenarios, but are perfectly adequate for "cleanup" ones, and give you a bit more flexibility (you can target specific folders). You can set up a "default" policy that will apply to all mailboxes, and another one with the 7-year retention. Though you cannot use dynamic groups there.
