Exchange 2007 was a watershed release for Microsoft’s messaging platform. Along with several new architectural features, it introduced governance capabilities in the form of Messaging Records Management (MRM). MRM was an ideal solution for many organizations that required formal oversight of their email content. By deploying managed folders, administrators could craft custom retention rules that applied to each user’s mailbox.

But 2007 was a long time ago, and now Exchange 2013 has replaced MRM functionality with its modern retention tags. For many organizations though, the functionality inherent with retention tags is too restrictive. Here are some examples:

  • A client using enterprise content management needed to be able to identify messages tagged with a custom message class (i.e. IPM.NOTE.XXXX) then test the age of those messages and perform a ‘soft’ delete of any message exceeding their retention threshold.
  • A client who had not purchased Microsoft’s Enterprise Client Access License (ECAL) for Exchange wanted to apply a retention rule that moved older messages into a ‘to be deleted’ folder in the mailbox where users had a one week window to preserve any  business critical messages before the folder was emptied.

These examples of more complex defensible deletion policies are excellent examples of how third-party products such as Sherpa’s Altitude IG or Mail Attender can replace MRM functions in Exchange 2013. Such procedures are extremely difficult to enforce using standard Exchange tools – especially when the ECAL is not available. If you are planning an Exchange 2013 or Microsoft 365 upgrade and need to replicate MRM policies, Sherpa can help. Contact your account manager to schedule a full demonstration or request s software evaluation.