保留標記和保留原則Retention tags and retention policies

在 Microsoft Exchange Server 和 Exchange Online 中, 通訊記錄管理 (MRM) 可協助組織管理電子郵件生命週期, 並減少電子郵件和其他通訊相關的法律風險。In Microsoft Exchange Server and Exchange Online, Messaging records management (MRM) helps organizations to manage email lifecycle and reduce legal risks associated with e-mail and other communications. MRM 可讓您更容易地保留遵循公司原則、政府法令或法律規定所需的郵件,並移除不法或不具商業價值的內容。MRM makes it easier to keep messages needed to comply with company policy, government regulations, or legal needs, and to remove content that has no legal or business value.

觀看這段影片, 瞭解如何將保留標記和保留原則套用至 Exchange Online 中的信箱。Watch this video for a quick overview of how to apply retention tags and a retention policy to a mailbox in Exchange Online.

通訊記錄管理策略Messaging Records Management strategy

Exchange Server 和 Exchange Online 中的 MRM 是使用保留標記和保留原則來完成。MRM in Exchange Server and Exchange Online is accomplished by using retention tags and retention policies. 討論每一項保留功能的詳細資料之前,務必了解如何在整體 MRM 策略中使用這些功能。Before discussing the details about each of these retention features, it's important to learn how the features are used in the overall MRM strategy. 這項策略根據:This strategy is based on:

  • 指派保留原則標記 (RPT) 給預設資料夾 (例如 [收件匣]與 [刪除的郵件])。Assigning retention policy tags (RPTs) to default folders, such as the Inbox and Deleted Items.

  • 將預設原則標記 (DPT) 套用到信箱,以管理所有無標記項目的保留。Applying default policy tags (DPTs) to mailboxes to manage the retention of all untagged items.

  • 允許使用者指派個人標記到自訂資料夾和個別項目。Allowing the user to assign personal tags to custom folders and individual items.

  • 將 MRM 功能從使用者的收件匣管理和歸檔習慣區隔開來。使用者不需要根據保留需求在受管理的資料夾歸檔郵件。個別郵件的保留標記可以與套用到所在資料夾的標記不相同。Separating MRM functionality from users' Inbox management and filing habits. Users aren't required to file messages in managed folders based on retention requirements. Individual messages can have a different retention tag than the one applied to the folder in which they're located.

下圖說明執行這項策略的相關工作。The following figure illustrates the tasks involved in implementing this strategy.

使用信箱保留的保留原則

保留標記Retention tags

如上圖所示,保留標記可用來套用保留設定到資料夾和個別項目,例如電子郵件訊息和語音信箱。這些設定可指定郵件保留在信箱中的時間長度,以及當郵件達到指定的保留時間時應採取的動作。當郵件達到保留時間時,會移到個人封存或刪除。As illustrated in the preceding figure, retention tags are used to apply retention settings to folders and individual items such as e-mail messages and voice mail. These settings specify how long a message remains in a mailbox and the action to be taken when the message reaches the specified retention age. When a message reaches its retention age, it's moved to the user's In-Place Archive or deleted.

保留標記中的設定

保留標記可讓使用者標記自己的信箱資料夾和個別專案以進行保留。Retention tags allow users to tag their own mailbox folders and individual items for retention. 使用者不再需要根據郵件保留需求,在系統管理員佈建的受管理資料夾中歸檔項目。Users no longer have to file items in managed folders provisioned by an administrator based on message retention requirements.

保留標記的類型Types of retention tags

保留標記會分類成下列三種類型, 根據誰可以套用它們, 以及可以套用至信箱的位置。Retention tags are classified into the following three types based on who can apply them and where in a mailbox they can be applied.

保留標記的類型Type of retention tag [套用 ...]Applied... 套用者 .。。Applied by... [可用動作 ...]Available actions... 詳細資料Details
預設原則標記 (DPT)Default policy tag (DPT) 自動到整個信箱Automatically to entire mailbox
DPT 適用于未標示的專案, 也就是未直接套用保留標記或從資料夾繼承的信箱專案。A DPT applies to untagged items, which are mailbox items that don't have a retention tag applied directly or by inheritance from the folder.
系統管理員Administrator 移至封存Move to archive
刪除並允許復原Delete and allow recovery
永久刪除Permanently delete
使用者無法變更套用至信箱的 Dpt。Users can't change DPTs applied to a mailbox.
保留原則標記 (RPT)Retention policy tag (RPT) 自動套用至預設資料夾Automatically to a default folder
預設資料夾是在所有信箱中自動建立的資料夾, 例如: [收件匣]、[刪除的郵件] 及 [傳送的郵件]。Default folders are folders created automatically in all mailboxes, for example: Inbox, Deleted Items, and Sent Items. 請參閱支援保留原則標記的預設資料夾中的支援預設資料夾清單。See the list of supported default folders in Default folders that support Retention Policy Tags.
系統管理員Administrator 刪除並允許復原Delete and allow recovery
永久刪除Permanently delete
使用者無法變更套用至預設資料夾的 RPT。Users can't change the RPT applied to a default folder.
個人標記Personal tag 手動至專案和資料夾Manually to items and folders
使用者可以使用收件匣規則自動進行標記, 以將郵件移至具有特定標記的資料夾, 或將個人標記套用至郵件。Users can automate tagging by using Inbox rules to either move a message to a folder that has a particular tag or to apply a personal tag to the message.
使用者Users 移至封存Move to archive
刪除並允許復原Delete and allow recovery
永久刪除Permanently delete
個人標記可讓您的使用者決定專案保留的時間長度。Personal tags allow your users to determine how long an item should be retained. 例如, 信箱可以有七年的 DPT 來刪除專案, 但使用者可以在三天內套用個人標記以將其刪除, 以建立新聞速遞和自動通知等專案的例外狀況。For example, the mailbox can have a DPT to delete items in seven years, but a user can create an exception for items such as newsletters and automated notifications by applying a personal tag to delete them in three days.

關於個人標記的詳細資訊More about personal tags

個人標記可供 Outlook 或更新版本的 outlook (先前稱為 Outlook Web App) 使用者做為其保留原則的一部分。Personal tags are available to Outlook or later and Outlook on the web (formerly known as Outlook Web App) users as part of their retention policy. 在 Outlook 和 Outlook 網頁版中, 具有 [移至封存] 動作的個人標記會顯示為 [封存原則], 以及具有 [刪除並允許復原] 或 [永久刪除] 動作的個人標記, 會顯示為保留原則, 如下圖所示。In Outlook and Outlook on the web, personal tags with the Move to Archive action appear as Archive Policy, and personal tags with the Delete and Allow Recovery or Permanently Delete actions appear as Retention Policy, as shown in the following figure.

Outlook 2010 和 Outlook 網頁版中的個人標記

使用者可以對其建立的資料夾或個別專案套用個人標記。Users can apply personal tags to folders they create or to individual items. 套用個人標記的郵件會始終根據個人標記的設定來處理。Messages that have a personal tag applied are always processed based on the personal tag's settings. 使用者可以將個人標記套用至郵件, 以便在 DPT 或 Rpt 中指定的設定, 在此使用者的信箱中, 將其移動或刪除。Users can apply a personal tag to a message so that it's moved or deleted sooner or later than the settings specified in the DPT or RPTs applied to that user's mailbox. 您也可以在停用保留的狀況下建立個人標記。You can also create personal tags with retention disabled. 這可讓使用者標記項目,如此一來,項目就永遠不會移至封存,或永遠不會過期。This allows users to tag items so they're never moved to an archive or never expire.

注意

使用者可以將原則套用至預設資料夾、使用者建立的資料夾或子資料夾,以及個別項目中。使用者可以將保留原則套用至使用者建立的資料夾或子資料夾,以及個別項目 (包括預設資料夾中的子資料夾與項目) 中,但不能套用至預設資料夾。Users can apply archive policies to default folders, user-created folders or subfolders, and individual items. Users can apply a retention policy to user-created folders or subfolders and individual items (including subfolders and items in a default folder), but not to default folders.

使用者也可以使用 Exchange 系統管理中心 (EAC) 來選取未連結至其保留原則的其他個人標記。Users can also use the Exchange admin center (EAC) to select additional personal tags that aren't linked to their retention policy. 選取的標記會在 Outlook 2010 和 web 上的 Outlook 中使用。The selected tags then become available in Outlook 2010 and Outlook on the web. 為讓使用者可以從 EAC 選取其他標記,您必須將 MyRetentionPolicies Role 新增至使用者的角色指派原則中。To enable users to select additional tags from the EAC, you must add the MyRetentionPolicies Role to the user's role assignment policy. 若要深入了解使用者的角色指派原則,請參閱 Understanding Management Role Assignment PoliciesTo learn more about role assignment policies for users, see Understanding Management Role Assignment Policies. 若您允許使用者選取其他個人標記,就必須讓他們能夠使用 Exchange 組織中的所有個人標記。If you allow users to select additional personal tags, all personal tags in your Exchange organization become available to them.

注意

個人標記是高階功能。具備包含這些標記之原則的信箱 (或因使用者將標記新增至他們的信箱) 需要 Exchange 企業用戶端存取使用權 (CAL)。Personal tags are a premium feature. Mailboxes with policies that contain these tags (or as a result of users adding the tags to their mailbox) require an Exchange Enterprise client access license (CAL).

保留時間Retention age

當您啟用保留標記時,必須指定標記的保留時間。此時間指出郵件送達使用者信箱後的保留天數。When you enable a retention tag, you must specify a retention age for the tag. This age indicates the number of days to retain a message after it arrives in the user's mailbox.

非週期性項目 (例如電子郵件訊息) 的保留天數計算方式,與具有結束日期之項目或週期性項目 (例如會議和工作) 的計算方式不同。若要了解如何針對不同類型項目計算保留天數,請參閱保留期間的計算方式The retention age for non-recurring items (such as email messages) is calculated differently than items that have an end date or recurring items (such as meetings and tasks). To learn how retention age is calculated for different types of items, see How retention age is calculated.

您也可以建立停用保留的保留標記,或在建立標記後將其停用。You can also create retention tags with retention disabled or disable tags after they're created. 由於未處理套用已停用標記的郵件, 因此不會採取保留動作。Because messages that have a disabled tag applied aren't processed, no retention action is taken. 因此,使用者可以使用停用的個人標記作為 [永不移動] 標記或 [永不刪除] 標記,以複寫可能會套用至郵件的 DPT 或 RPT。As a result, users can use a disabled personal tag as a Never Move tag or a Never Delete tag to override a DPT or RPT that would otherwise apply to the message.

保留動作Retention actions

建立或設定保留標記時, 您可以選取下列其中一個保留動作, 以在專案達到保留時間時採取:When creating or configuring a retention tag, you can select one of the following retention actions to be taken when an item reaches its retention age:

保留動作Retention action 採取的動作 .。。Action taken... 除外Except...
移至封存1Move to Archive1 將郵件移至使用者的封存信箱Moves the message to the user's archive mailbox
僅適用于 Dpt 和個人標記Only available for DPTs and personal tags
如需封存的詳細資訊, 請參閱:For details about archiving, see:
就地封存In-Place Archiving
Exchange Online 中的封存信箱Archive Mailboxes in Exchange Online
如果使用者沒有封存信箱, 則不會採取任何動作。If the user doesn't have an archive mailbox, no action is taken.
刪除並允許復原Delete and Allow Recovery 會模擬使用者清空 [刪除的郵件] 資料夾時的行為。Emulates the behavior when the user empties the Deleted Items folder.
專案會移至信箱中的 可復原的[專案] 資料夾, 並保留至刪除的專案保留期間。Items are moved to the Recoverable Items Folder in the mailbox and preserved until the deleted item retention period.
讓使用者有第二個使用 Outlook 或 Outlook 網頁版中的 [復原刪除的郵件] 對話方塊來復原專案的機會Provides the user a second chance to recover the item using the Recover Deleted Items dialog box in Outlook or Outlook on the web
如果您已將刪除的專案保留期間設為零天, 則會永久刪除專案。If you've set the deleted item retention period to zero days, items are permanently deleted. 如需詳細資訊, 請參閱變更永久刪除的郵件在 Exchange Online 信箱中的保留時間For details, see Change how long permanently deleted items are kept for an Exchange Online mailbox.
永久刪除Permanently Delete 永久刪除郵件。Permanently deletes messages.
您無法在永久刪除郵件後予以復原。You can't recover messages after they're permanently deleted.
如果將信箱設為就地保留和訴訟暫止或訴訟資料暫留, 專案會保留在 [可復原的專案] 資料夾中 (根據保留參數)。If mailbox is placed on In-Place Hold and Litigation Hold or Litigation Hold, items are preserved in the Recoverable Items folder based on hold parameters. 就地 eDiscovery仍會在搜尋結果中傳回這些專案。In-Place eDiscovery will still return these items in search results.
標記為超過保留限制Mark as Past Retention Limit 將郵件標示為已過期。Marks a message as expired. 在 Outlook 2010 或更新版本以及 Outlook 網頁版中, 過期的專案會顯示通知, 指出「此專案已過期」和 ' 此專案將在0天后過期」。In Outlook 2010 or later, and Outlook on the web, expired items are displayed with the notification stating 'This item has expired' and 'This item will expire in 0 days'. 在 Outlook 2007 中,標示為過期的項目則會使用刪除線文字來顯示。In Outlook 2007, items marked as expired are displayed by using strikethrough text. N..N. 答:是。A.

注意

1在 Exchange 混合式部署中, 您可以為內部部署的主要信箱啟用雲端式封存信箱。1 In an Exchange hybrid deployment, you can enable a cloud-based archive mailbox for an on-premises primary mailbox. 如果您將封存原則指派給內部部署信箱,項目所移至雲端式封存。If you assign an archive policy to an on-premises mailbox, items are moved to the cloud-based archive. 如果項目移至封存信箱時,其複本不保留在內部部署信箱。If an item is moved to the archive mailbox, a copy of it isn't retained in the on-premises mailbox. 如果內部部署信箱處於保留狀態,封存原則仍會指定保留期間的保留位置的雲端式封存信箱移動項目。If the on-premises mailbox is placed on hold, an archive policy will still move items to the cloud-based archive mailbox where they are preserved for the duration specified by the hold.

如需如何建立保留標記的詳細資訊,請參閱建立保留原則For details about how to create retention tags, see Create a Retention Policy.

保留原則Retention policies

若要將一個以上的保留標記套用到信箱,您必須將標記新增到保留原則,然後將原則套用到信箱。信箱不能有一個以上的保留原則。保留標記可隨時連結至保留原則,或中斷與保留原則的連結,而且變更會自動在所有已套用原則的信箱上生效。To apply one or more retention tags to a mailbox, you must add them to a retention policy and then apply the policy to mailboxes. A mailbox can't have more than one retention policy. Retention tags can be linked to or unlinked from a retention policy at any time, and the changes automatically take effect for all mailboxes that have the policy applied.

保留原則可以有下列保留標記:A retention policy can have the following retention tags:

保留標記類型Retention tag type 原則中的標記Tags in a policy
預設原則標記 (DPT)Default policy tag (DPT) 搭配 [移至封存] 動作的一個 DPTOne DPT with the Move to Archive action
One DPT with the Delete and Allow Recovery or Permanently Delete actionsOne DPT with the Delete and Allow Recovery or Permanently Delete actions
一份 DPT for voice mail messages 與 [刪除並允許復原] 或 [永久刪除] 動作One DPT for voice mail messages with the Delete and Allow Recovery or Permanently Delete action
保留原則標記 (RPTs)Retention policy tags (RPTs) 一個 RPT,適用於每個支援的預設資料夾One RPT for each supported default folder
> [!NOTE]> 您無法將特定預設資料夾 (例如 [刪除的郵件]) 的多個 RPT 連結至相同的保留原則。> [!NOTE]> You can't link more than one RPT for a particular default folder (such as Deleted Items) to the same retention policy.
個人標記Personal tags 任意數目的個人標記Any number of personal tags
> [!TIP]在原則中> 許多個人標記可能會對使用者造成混淆。> [!TIP]> Many personal tags in a policy can confuse users. 建議您將不超過10個個人標記新增至保留原則。We recommend adding no more than 10 personal tags to a retention policy.

注意

雖然保留原則並不一定要連結保留標記,但不建議使用這個案例。如果信箱的保留原則未連結任何保留標記,可能會造成信箱項目永遠不會過期。Although a retention policy doesn't need to have any retention tags linked to it, we don't recommend using this scenario. If mailboxes with retention policies don't have retention tags linked to them, this may cause mailbox items to never expire.

保留原則可同時包含封存標記 (將項目移至個人封存信箱的標記) 和刪除標記 (刪除項目的標記)。信箱項目也可套用這兩種類型的標記。封存信箱沒有不同的保留原則。相同的保留原則會套用至主要和封存信箱。A retention policy can contain both archive tags (tags that move items to the personal archive mailbox) and deletion tags (tags that delete items). A mailbox item can also have both types of tags applied. Archive mailboxes don't have a separate retention policy. The same retention policy is applied to the primary and archive mailbox.

當您計劃建立保留原則時,必須考慮它們是否將同時包含封存和刪除標記。如先前所述,保留原則可以有一個使用 [移至封存] 動作的 DPT,以及一個使用 [刪除並允許復原][永久刪除] 動作的 DPT。使用 [移至封存] 動作之 DPT 的保留時間,必須少於使用刪除動作之 DPT 的保留時間。例如,您可以使用搭配 [移至封存] 動作的 DPT,在兩年後將項目移至封存信箱,並使用搭配刪除動作的 DPT,在七年後將項目從信箱中移除。在主要與封存信箱中的項目將在七年後刪除。When planning to create retention policies, you must consider whether they'll include both archive and deletion tags. As mentioned earlier, a retention policy can have one DPT that uses the Move to Archive action and one DPT that uses either the Delete and Allow Recovery or Permanently Delete action. The DPT with the Move to Archive action must have a lower retention age than the DPT with a deletion action. For example, you can use a DPT with the Move to Archive action to move items to the archive mailbox in two years, and a DPT with a deletion action to remove items from the mailbox in seven years. Items in both primary and archive mailboxes will be deleted after seven years.

如需與保留原則相關的管理工作清單,請參閱Messaging Records Management ProceduresFor a list of management tasks related to retention policies, see Messaging Records Management Procedures.

預設保留原則Default retention policy

Exchange 安裝程式會建立保留原則預設 MRM 原則Exchange Setup creates the retention policy Default MRM Policy. 預設 MRM 原則會自動套用至 Exchange Online 中的新信箱。The Default MRM Policy is applied automatically to new mailboxes in Exchange Online. 在 Exchange Server 中, 如果您為新使用者建立封存, 但未指定保留原則, 則會自動套用原則。In Exchange Server, the policy is applied automatically if you create an archive for the new user and don't specify a retention policy

您可以修改包含在預設 MRM 原則中的標籤, 例如變更保留存留期或保留動作、停用標記, 或透過新增或移除標籤來修改該原則。You can modify tags included in the Default MRM Policy, for example by changing the retention age or retention action, disable a tag or modify the policy by adding or removing tags from it. 更新的原則會在下次由受管理的資料夾助理處理時套用至信箱。The updated policy is applied to mailboxes the next time they're processed by the Managed Folder Assistant.

如需詳細資訊, 包括連結至原則的保留標記清單, 請參閱Exchange Online 和 Exchange Server 中的預設保留原則For more details, including a list of retention tags linked to the policy, see Default Retention Policy in Exchange Online and Exchange Server.

受管理的資料夾助理員Managed Folder Assistant

受管理的資料夾助理員 (在信箱伺服器上執行的信箱助理員) 會處理已套用保留原則的信箱。The Managed Folder Assistant, a mailbox assistant that runs on Mailbox servers, processes mailboxes that have a retention policy applied.

受管理的資料夾助理員會檢查信箱中的項目,並決定這些項目是否應受限於保留原則,以進一步套用保留原則。然後它會以適當的保留標記在受限於保留原則的項目上加上戳記,並針對超過保留時間的項目執行指定的保留動作。The Managed Folder Assistant applies the retention policy by inspecting items in the mailbox and determining whether they're subject to retention. It then stamps items subject to retention with the appropriate retention tags and takes the specified retention action on items past their retention age.

受管理的資料夾助理員是以節流為基礎的助理員。以節流為基礎的助理員會永遠執行,不需要設定排程。它們可耗用的系統資源會受到節流。您可以設定受管理的資料夾助理員,使其在特定期間內 (稱為工作週期) 處理信箱伺服器上的所有信箱。此外,助理員會以指定的間隔 (稱為工作週期檢查點) 重新整理要處理的信箱清單。在重新整理期間,助理員會將新建立或移動的信箱新增至佇列。它也會針對因為失敗而未處理成功的現有信箱,重新設定其優先順序,並將它們移至佇列的較高順序,以便在同一個工作週期中處理它們。The Managed Folder Assistant is a throttle-based assistant. Throttle-based assistants are always running and don't need to be scheduled. The system resources they can consume are throttled. You can configure the Managed Folder Assistant to process all mailboxes on a Mailbox server within a certain period (known as a work cycle). Additionally, at a specified interval (known as the work cycle checkpoint), the assistant refreshes the list of mailboxes to be processed. During the refresh, the assistant adds newly created or moved mailboxes to the queue. It also reprioritizes existing mailboxes that haven't been processed successfully due to failures and moves them higher in the queue so they can be processed during the same work cycle.

您也可以使用 Start-ManagedFolderAssistant Cmdlet 手動觸發助理員,以處理指定的信箱。若要深入了解,請參閱 設定受管理的資料夾助理員You can also use the Start-ManagedFolderAssistant cmdlet to manually trigger the assistant to process a specified mailbox. To learn more, see Configure the Managed Folder Assistant.

注意

受管理的資料夾助理員不會對不需保留的郵件採取任何動作,這是透過停用保留標記來指定。您也可以停用保留標記,以暫停處理具有該標記的項目。The Managed Folder Assistant doesn't take any action on messages that aren't subject to retention, specified by disabling the retention tag. You can also disable a retention tag to temporarily suspend items with that tag from being processed.

在資料夾之間移動項目Moving items between folders

從一個資料夾移至另一個資料夾的信箱項目,會繼承目的資料夾所套用的任何標記。如果將項目移至未指派標記的資料夾,則會套用 DPT。如果項目已有明確指派的標記,則該標記的優先順序會永遠高於任何資料夾層級的標記或預設標記。A mailbox item moved from one folder to another inherits any tags applied to the folder to which it's moved. If an item is moved to a folder that doesn't have a tag assigned, the DPT is applied to it. If the item has a tag explicitly assigned to it, the tag always takes precedence over any folder-level tags or the default tag.

將保留標記套用至封存中的資料夾Applying a retention tag to a folder in the archive

當使用者將個人標記套用至封存中的資料夾時,如果主要信箱中存在同名的資料夾且有不同的標記,則封存中該資料夾的標記會變更為符合主要信箱中的標記。這是經過設計的功能,當封存中的資料夾與使用者主要信箱中的相同資料夾有不同的到期行為時,可避免其中的項目產生任何混淆。例如,使用者在主要信箱中有一個名為 Project Contoso 的資料夾具有「刪除 - 3 年」標記,且封存信箱中也有一個 Project Contoso 資料夾。假設使用者套用「刪除 - 1 年」個人標記,以在 1 年後刪除資料夾中的項目。當再次處理信箱時,資料夾就會恢復為「刪除 - 3 年」標記。When the user applies a personal tag to a folder in the archive, if a folder with the same name exists in the primary mailbox and has a different tag, the tag on that folder in the archive changes to match the one in the primary mailbox. This is by design to avoid any confusion about items in a folder in the archive having a different expiry behavior than the same folder in the user's primary mailbox. For example, the user has a folder named Project Contoso in the primary mailbox with a Delete - 3 years tag and a Project Contoso folder also exists in the archive mailbox. If the user applies a Delete - 1 year personal tag to delete items in the folder after 1 year. When the mailbox is processed again, the folder reverts to the Delete - 3 Years tag.

移除或刪除保留原則中的保留標記Removing or deleting a retention tag from a retention policy

當保留標記從套用至信箱的保留原則中移除時,使用者將無法再使用該標記,且無法將其套用至信箱中的項目。When a retention tag is removed from the retention policy applied to a mailbox, the tag is no longer available to the user and can't be applied to items in the mailbox.

受管理的資料夾助理員會根據這些設定,繼續處理已由該標記所戳記的現有項目,而在標記中指定的任何保留動作也會套用到這些郵件。Existing items that have been stamped with that tag continue to be processed by the Managed Folder Assistant based on those settings and any retention action specified in the tag is applied to those messages.

不過,如果您刪除標記,則會移除儲存在 Active Directory 中的標記定義。這會導致受管理的資料夾助理員處理信箱中的所有項目,並重新戳記已套用移除標記的項目。根據信箱和郵件的數量,這項處理可能會大量消耗所有信箱伺服器的資源,這些信箱伺服器內含使用保留原則的信箱,其中包括移除的標記。However, if you delete the tag, the tag definition stored in Active Directory is removed. This causes the Managed Folder Assistant to process all items in a mailbox and restamp the ones that have the removed tag applied. Depending on the number of mailboxes and messages, this process may significantly consume resources on all Mailbox servers that contain mailboxes with retention policies that include the removed tag.

重要

當保留標記從保留原則中移除時,任何已套用標記的現有信箱項目仍會因標記的設定而到期。若要避免標記的設定套用到任何項目,您應將標記刪除。刪除標記時,也會將它從所在所有保留原則中移除。If a retention tag is removed from a retention policy, any existing mailbox items with the tag applied will continue to expire based on the tag's settings. To prevent the tag's settings from being applied to any items, you should delete the tag. Deleting a tag removes it from any retention policies in which it's included.

停用保留標記Disabling a retention tag

如果停用保留標記,受管理的資料夾助理員會忽略已套用該標記的項目。具有停用保留功能之保留標記的項目將永不移動或永不刪除 (視指定的保留動作而定)。因為這些項目仍被視為已標記的項目,因此 DPT 不會套用到這些項目。例如,如果要疑難排解保留標記的設定,您可以暫時停用保留標記,使受管理的資料夾助理員停止處理具有該標記的郵件。If you disable a retention tag, the Managed Folder Assistant ignores items that have that tag applied. Items that have a retention tag for which retention is disabled are either never moved or never deleted, depending on the specified retention action. Because these items are still considered tagged items, the DPT doesn't apply to them. For example, if you want to troubleshoot retention tag settings, you can temporarily disable a retention tag to stop the Managed Folder Assistant from processing messages with that tag.

注意

向使用者顯示的已停用保留標記的保留期間為 [永不]。如果使用者標記某個項目並相信永不會刪除它,稍後啟用該標記可能導致意外刪除使用者不想刪除的項目。使用 [移至封存] 動作的標記亦是如此。The retention period for a disabled retention tag is displayed to the user as Never. If a user tags an item believing it will never be deleted, enabling the tag later may result in unintentional deletion of items the user didn't want to delete. The same is true for tags with the Move to Archive action.

保留功能Retention hold

當使用者暫停工作且無法存取電子郵件時,可在繼續工作或可以存取電子郵件之前,先將保留設定套用至新郵件。根據保留原則,郵件可能會被刪除或移至使用者的個人封存中。您可以啟用信箱的保留功能,使保留原則在指定期間內暫時停止處理信箱。在啟用信箱的保留功能時,您也可以指定保留註解以通知信箱使用者 (或授權可存取信箱的其他使用者) 已啟用保留功能,包括排定保留功能的開始和結束時間。保留註解隨即顯示在支援的 Outlook 用戶端。您也可以依使用者慣用的語言,將保留註解當地語系化。When users are temporarily away from work and don't have access to their e-mail, retention settings can be applied to new messages before they return to work or access their e-mail. Depending on the retention policy, messages may be deleted or moved to the user's personal archive. You can temporarily suspend retention policies from processing a mailbox for a specified period by placing the mailbox on retention hold. When you place a mailbox on retention hold, you can also specify a retention comment that informs the mailbox user (or another user authorized to access the mailbox) about the retention hold, including when the hold is scheduled to begin and end. Retention comments are displayed in supported Outlook clients. You can also localize the retention hold comment in the user's preferred language.

注意

啟用信箱的保留功能不會影響信箱儲存配額的處理方式。Placing a mailbox on retention hold doesn't affect how mailbox storage quotas are processed. 根據信箱使用量和適當的信箱配額,考慮針對休假中或有很長一段時間無法存取電子郵件的使用者,暫時增加信箱儲存配額。Depending on the mailbox usage and applicable mailbox quotas, consider temporarily increasing the mailbox storage quota for users when they're on vacation or don't have access to e-mail for an extended period. 如需信箱儲存配額的詳細資訊, 請參閱設定信箱的儲存配額For more information about mailbox storage quotas, see Configure Storage Quotas for a Mailbox.

若使用者有很長一段時間不工作,可能會累積大量的電子郵件。根據電子郵件數量和缺勤時間長度而定,使用者可能會需要數週時間來排序他們的郵件。在上述情況下,請考量使用者將郵件停止保留功能之前,處理這些郵件所需要的額外時間。During long absences from work, users may accrue a large amount of e-mail. Depending on the volume of e-mail and the length of absence, it may take these users several weeks to sort through their messages. In these cases, consider the additional time it may take the users to catch up on their mail before removing them from retention hold.

如果您的組織從未執行 MRM,而且使用者不熟悉其功能,您也可以在 MRM 部署的初始暖身與訓練階段使用保留功能。您可以建立及部署保留原則,並教育使用者有關原則的知識,不會發生在使用者可標記項目前將項目移動或刪除的風險。在暖身與訓練期間結束前幾天,您應該提醒使用者暖身截止期限。在截止期限過後,您可將保留功能從使用者信箱移除,讓受管理的資料夾助理員可處理信箱項目並採取指定的保留動作。If your organization has never implemented MRM, and your users aren't familiar with its features, you can also use retention holds during the initial warm up and training phase of your MRM deployment. You can create and deploy retention policies and educate users about the policies without the risk of having items moved or deleted before users can tag them. A few days before the warm up and training period ends, you should remind users of the warm-up deadline. After the deadline, you can remove the retention hold from user mailboxes, allowing the Managed Folder Assistant to process mailbox items and take the specified retention action.

如需如何為信箱設定保留功能的詳細資訊,請參閱就地保留信箱保留 」 狀態For details about how to place a mailbox on retention hold, see Place a mailbox on retention hold.