Manage Storage Management Policies

Storage Management policies can be created, edited, deleted, and reprioritized, and users can be assigned or unassigned to each policy.

Each user’s messages are under the control of only one Storage Management policy, no matter how many policies the user is assigned to. The controlling policy is the highest priority policy that includes that user.

Creating a Storage Management policy

1. From the AMS Admin Console, click the Historical Mail menu item and then the Storage Management Policies sub-menu item.

Storage Management Policies

2. Click the Create a new Storage Management Policy link.
3. In the Storage Management Policy section, Name field, type a name for the storage management policy.
4. In the If the message is older than: field, enter the minimum number of days an email must be in the Inbox before it is eligible for storage management. (default is 90 days)
5. Once the age criteria is met, then one or both of the following attachment size criteria must be met for the message’s attachments to be stubbed by Storage Management.

• In the If the attachment is larger than: field, enter the minimum size an attachment must be to be eligible to be stubbed (default is 100K).
• In the If the attachment is an inline attachment and larger than: field, enter the minimum size an inline attachment must be to be eligible for storage management (default is 100K).

6. In the VaultBox section, select the appropriate VaultBox from the drop-down list.
7. Click Submit to return to the main Storage Management Policies window.
8. Locate the policy you just created, and click Select Users.
9. From the user-picker, select all the users who are to become members of this Storage Management policy. Then click Next.
10. Confirm that the correct users have been selected for the policy’s scope. If this is not correct, click Back to return to the user-picker. If correct, click Submit to finish creating the Storage Management policy.

Prioritize Storage Management Policies

Like retention policies, Storage Management policies are also implemented according to their priority. A Storage Management policy’s priority is determined by its place on the list in the user interface; higher priority policies appear at the top of the list.

Each user’s messages are under the control of only one Storage Management policy, no matter how many policies the user is assigned to. The controlling policy is the highest priority policy that includes that user. Before changing Storage Management policy priorities, consider the effects on the members as their controlling policy changes.

There must be two or more Storage Management policies in place for the Reorder/Reprioritize Policies option to appear.

To Prioritize Storage Management policies:

1. From the AMS Admin Console, click Historical Mail.
2. Click Storage Management Policies.
3. Click Reorder/Reprioritize Policies. The user interface changes so that each retention policy is preceded by the word DRAG.
4. Drag and drop a policy to a new location; the higher up in the list, the greater its priority. Repeat until the policies are in the desired priority order.
5. When you’re satisfied with the list, click Save New Ordering.

To undo the new ordering, click Revert.

Edit Storage Management Policies

When editing Storage Management policies, you can change the name of the policy, the criteria for selecting messages to be handled by the policy, and the VaultBox that supports the policy. The editing page also shows you the Change History for the policy being edited.

Editing a Storage Management policy only changes the handling of future incoming messages. No messages currently stored are affected when editing a Storage Management policy.

To edit Storage Management policies:

1. From the AMS Admin Console, click Historical Mail.
2. Click Storage Management Policies.
3. Click Edit for the policy you want to change.
4. If desired, enter a different policy name. This does not change anything in regards to the priority of the policy.
5. Change the Storage management criteria and/or change the VaultBox. Changing either of these two items applies only to future messages and does not change the behavior of messages already stored by the policy.
6. Click Submit to save the changes.

Delete Storage Management Policies

Deleting a Storage Management policy does two things:

• Removes the policy from the list, moving the next lower priority policy up into its place.
• Stops new messages from being stored based on the criteria of the deleted policy.

Deleting a Storage Management policy does NOT unstub its associated emails. And deleting a Storage Management policy cannot be undone.

To delete Storage Management policies:

1. From the AMS Admin Console, click Historical Mail.
2. Click Storage Management Policies.
3. Locate the policy you just created, and click Delete.
4. In the Delete policy? confirmation window, click Delete to delete the policy, or Cancel to keep the policy.