How to assign an Archive Retention Policy in Outlook?

Overview

If a primary Exchange Online mailbox is running out of space, an additional "Archive Mailbox" can be enabled for an account. Once the Archive Mailbox is working, folders can be assigned an "Archive Policy" to automatically move messages from the primary mailbox to the archive after a certain amount of time.

 

Adding Retention Policies

By default a "3 Year Archive" and "5 Year Archive" policy will be available. It is also possible to add an additional "1 Year Archive" and "Never Archive" policy. These steps only have to be completed once.

Open Outlook on the web at https://mail.uidaho.edu/. Click on the top right gear icon.

Outlook on the web settings gear icon in the top right corner

Select Mail > Retention policies. The "3 Year Archive" and "5 Year Archive" policies will be displayed. Click on "Add new policy".

Retention policies page showing the 3 Year Archive and 5 Year Archive policies with the Add new policy button

Mark the checkbox for "1 Year Archive" and "Never Archive". Then click on "Save".

Add new policy page with the 1 Year Archive and Never Archive checkboxes selected

Once saved, exit the Outlook settings page.

 

Assigning an Archive Policy to a Folder

To assign a policy, once the Retention Policies are enabled, right click on a folder, select "Assign policy" and select the Archive policy from the available selection. We recommend at least enabling an Archive policy for the "Archive" folder.

Note: messages are not archived based on the message date, the archive time is based on how long the messages have been in the selected folder.

Folder context menu with the Assign policy option and the list of available archive policies