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Microsoft Exchange Server 2010 : Getting Started with Email Archiving - Placing a Mailbox on Retention Hold, Litigation or Legal Hold

8/2/2014 4:02:58 AM

1. Placing a Mailbox on Retention Hold

In Exchange 2010, when you place a mailbox on retention hold the Mailbox Manager process stops processing the retention policies or the managed folder mailbox policy that might exist on that particular mailbox. End users can log on to their mailbox as they normally would during a legal hold and send, delete, or change emails. However, when the user searches her mailbox during a search, she will not be able to find items that were older than the retention time period because they are stored in the Purges folders of Recoverable Items. You can configure to leave a comment when you place a mailbox on retention hold. This comment will be displayed in supported versions of Outlook.

You have two ways to set retention:

  • Through the Exchange Management Console (EMC)

  • Through PowerShell

To place a mailbox on retention hold using the EMC, expand the Recipient option on the left and select mailbox or mailboxes that you would like to put on retention hold. In the Action panes, click Properties and select the Mailbox Settings tab. Then select Messaging Records Management and click Properties. In the Messaging Records Management dialog, fill in the following fields:


Enable Retention Hold For Items In This Mailbox

Select this check box to place the mailbox on retention hold.


Start Date

Select this check box to enable a start date for retention hold. Use the date and time controls below the check box to set the start date and time.


End Date

Select this check box to enable an end date for retention hold. Use the date and time controls below the check box to set the start date and time.

You can also use PowerShell to place a mailbox on retention hold. The following example places John Doe's mailbox on retention hold:

Set-Mailbox "John Doe" -RetentionHoldEnabled $true

This example removes the retention hold from John Doe's mailbox:

Set-Mailbox "John Doe" -RetentionHoldEnabled $false

2. Litigation or Legal Hold

A litigation or legal hold is a process that an organization uses to preserve all forms of relevant information when litigation is reasonably anticipated. It basically prevents deletions from happening and also preserves record changes to mailbox items in both the user's primary mailbox and archive mailboxes. Retention hold simply disables MRM policies whereas litigation hold keeps the policies enabled but simply does not purge data and is either enabled or disabled (that is, there are no time frames for litigation hold). What is nice is that you can send alerts to the end users that their mailbox data is on hold, which eliminates manually notifying users and telling them that they can't delete data.

2.1. Placing a Mailbox on Litigation Hold

In Exchange 2010, when you place a mailbox on litigation hold policies are still acted and applied upon but data is never purged from the mailbox. End users can log on to their mailbox as they normally would during a legal hold and send, delete, or change emails. However, when the user searches her mailbox during a search, she will not be able to find items that are older than the retention time period.

Litigation hold can be set through PowerShell. The following example places John Doe's mailbox on a litigation hold:

Set-Mailbox johndoe@archiving101.com -LitigationHoldEnabled $true

This example removes the litigation hold from John Doe's mailbox:

Set-Mailbox johndoe@archiving101.com -LitigationHoldEnabled $false

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