Group Managed Folders within a Policy
Select New Managed Folder Mailbox Policy from the Actions pane.
The policy only requires a name and the list of folders whose content settings are to be enforced. Click on the Add button to select the folders and complete configuration.
Associate Policies to User Mailboxes
Policies may be set immediately on creating a mailbox. Otherwise these may be associated in a separate step. This is one area where the power shell is very useful. It can easily configure multiple mailboxes with a single command. Here is the command to associate the "Sales Mailbox Policy" to the user1 mailbox:
set-mailbox -Identity user1 -ManagedFolderMailboxPolicy "Sales Mailbox Policy"
Otherwise select the mailbox properties from the Exchange Management Console.
From the Mailbox Settings page open the Messaging Records Management properties.
In the dialog that opens, set the 'Managed folder mailbox policy' checkbox, click on Browse, and select the policy.
Set the Schedule for the Managed Folder Assistant to Enforce the Policy
We are almost done. We just need to enable the Managed Folder Assistant on the Exchange Mailbox server.
Open the server properties and select the Messaging Record Management page. From here select 'Use Custom Schedule' and click on Customize to specify when the assistant is to run.
Save changes and sit back until the Assistant kicks in. Actually what about forcing it to run immediately? The console thus not provide for "Run Now" functionality in Beta 2. I hope this is included into the final release. In the meantime we can switch to the power shell and run the assistant using the command:
Start-ManagedFolderAssistant
Once run, the assistant will create any custom managed folders and enforce the policy. Here is how the custom folders look like in OWA:
Final Tips
Exchange 2007 provides revamped mailbox management. As one weapon in the policy and compliancy arsenal, messaging record management is destined to be an Administrator's favorite.
References
TechNet: Managing Messaging Records Management