Enterprise Vault™ Guide for Outlook Users (Full Functionality)

Use parent folder settings

If available, lets you control whether the current folder inherits its Enterprise Vault archiving settings, retention category, and vault from its parent folder. By default, this option is selected for all folders in your mailbox.

Do not archive this folder

Turns off archiving for this folder.

Use system default settings

Instructs Enterprise Vault to use the system settings that your administrator has defined. When you select this option, you can view the Enterprise Vault archiving actions but you cannot change them. This option does not prevent you from changing the retention category.

Use custom settings

Lets you change the Enterprise Vault archiving settings. If you cannot select this option, your administrator has locked the settings to stop you changing them.

Archive items older than

Defines one of the strategies that Enterprise Vault can use to select items to archive. Enterprise Vault archives items automatically as soon as they reach the specified age.

Delete original item after archiving

Instructs Enterprise Vault to delete the original item after it has been archived. We recommend this option because it lets you keep as much free space as possible.

Create shortcut to archived item after archiving

Indicates whether Enterprise Vault creates a shortcut to the archived item.

When you select this option, we recommend that you also select Delete original item after archiving.

In a mailbox folder, you may not want shortcuts to any items that you do not need to access in the near future. If so, clear Create shortcut to archived item after archiving. You can still search for and restore archived items with the Enterprise Vault Search Vaults option.

If this folder is a public folder, you probably do not want to clear Create shortcut to archived item after archiving. Other people may want to use the shortcuts.

Archive unread items

When you select this option, Enterprise Vault archives items that you have not read by the time that they meet the specified archiving criteria. This option is usually not selected.

Retention Category

Specifies the default retention category to assign to the items in the folder. Click the Name arrow to see more options.

The retention category that you assign to a folder applies to each of its subfolders for which Use parent folder settings is selected. The Use parent folder settings option is in the Enterprise Vault - Change Properties dialog box for the folder.

Note that certain Enterprise Vault features can override any changes that you make to the assigned retention category. For example, your administrator can choose to set up one or more folders, called retention folders, in your Enterprise Vault archive. If the administrator has designated the current folder as a retention folder, the retention category selected for the retention folder may override any change that you make to the folder's retention category.