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EXL333. The New Exchange - Archiving and Compliance. Steve Chew Senior Technical Product Manager Microsoft Corporation. Archiving innovation. User/Admin Experience. Immutability. Data Governance. eDiscovery. Full featured archiving. Preserve. eDiscovery. In-Place Archive.

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the new exchange archiving and compliance


The New Exchange -Archiving and Compliance

Steve Chew

Senior Technical Product Manager

Microsoft Corporation

archiving innovation
Archiving innovation

User/Admin Experience


Data Governance


full featured archiving
Full featured archiving



In-Place Archive



  • Web-based eDiscovery Center and multi-mailbox search
  • Search primary, In-Place Archive, and recoverable items
  • Delegate through roles-based admin
  • De-duplication after discovery
  • Auditing to ensure controls are met


Secondary mailbox with separate quota

Managed through EAC or PowerShell

Available on-premises, online, or through EOA

  • Automated and time-based criteria
  • Set policies at item or folder level
  • Expiry date shown in email message
  • Capture deleted and edited email messages
  • Time-Based In-Place Hold
  • Granular Query-Based In-Place Hold
  • Optional notification
benefits of large mailbox with archiving
Benefits of large mailbox with archiving

Access to all email from all clients

Less time spent managing mailbox quota

Eliminate lost or corrupted .PST files

Simplify email discovery and retention management



Outlook Web App

Seamless experience

An integrated In-Place Archive enables users to save time by managing their archive as they do their mailbox

  • Retain folder hierarchy

Integrated search

Search faster

Quickly find new or historical email wherever you are with new, faster search technology

  • Search everywhere at once
Transparent user experience
  • Retention policy and expiry details

Putinformation workers in charge of their email by keeping them informed of when items are to be moved or archived

  • Assign to an individual item, folder, or all email
Granular retention

Automate the deletion and archiving of email and other Exchange data to meet data retention requirements

  • Single menu for policies
Data governance

Manage storage and risk proactively with mailbox management and expiration policies

  • Delete Policy
  • Archive Policy (mailbox management)

Quickly enable in-place archiving for users – either on-premises, in the cloud, or as a hybrid.

Rapid provisioning

  • Enable or modify quickly
lync archiving
Server side archiving

All Lync modalities captured (PC, mobile, web, OWA)

Lync archiving

User A on Hold

User A Mailbox



Deleted Items

Recoverable Items

Hold state synced





Support matrix

in place hold1
In-Place Hold

New Exchange

Office 365

Query-based Hold

Time-based Hold

Mailbox Hold

Hold across Exchange, SharePoint, and Lync

Includes site mailbox

Exchange 2010 RTM

Preserve all content

Preserve for time relative to received date

Exchange Only

Preserve all content

Preserve indefinitely

Exchange only


Where do I manage In-Place Hold?

eDiscovery Center

Hold across Exchange, Lync, and SharePoint

Exchange Administration Center

Hold on Mailboxes: Exchange and Lync

Help meet regulatory requirements

For each case, allow items to be placed on time-based In-Place Hold to help meet compliance requirements

ediscovery center discovery sets

eDiscovery Center:Discovery Sets

Steve Chew

Senior Technical Product Manager


Organization eDiscovery

Search for and preserve only relevant items from one place. Give compliance officers eDiscovery while leaving end-users alone.


Retrieve content in Exchange, SharePoint, Lync, and file shares in-place. Laser-focused, refined query capabilities canget the exact content you are looking for.

Deep analytics and statistics

  • KQL based searches – including proximity search
  • Instant statistics
ediscovery center query and export

eDiscovery Center:Query and export

Steve Chew

Senior Technical Product Manager


in place ediscovery ediscovery center in sharepoint
Unified experience Hold/eDiscovery across Exchange, SharePoint and Lync

Case management

In-Place Hold

In-Place search previews


De-duplication, KQL (with proximity), and refiners

Create Case




In-Place eDiscoveryeDiscovery Center in SharePoint
related content
Related Content
  • EXL311 – Exchange Server 2013 Architecture Deep Dive

EXL315 – Exchange Server 2013 High Availability and Site Resilience

EXL326 – The New Exchange – Data Loss Prevention

EXL332 – Exchange Server 2013 Deployment and Coexistence

Find Me Later At… Speaker Lounge (Thu 3:00-3:30 & Fri 12:45-1:45)


© 2012 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.

The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to be a commitment on the part of Microsoft, and Microsoft cannot guarantee the accuracy of any information provided after the date of this presentation. MICROSOFT MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS PRESENTATION.