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Microsoft Exchange Server 2013 : Preserving information (part 8) - How in-place holds work

11/21/2014 3:32:23 AM
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How in-place holds work

In-place holds work on the basis that messages are evaluated by the Email Lifecycle Assistant (ELC), a component of the Managed Folder Assistant (MFA), against hold criteria when they are considered for deletion from a database. If an item satisfies hold criteria, ELC moves it into the DiscoveryHolds subfolder in the Recoverable Items folder. Users cannot see items held in this folder by using normal clients such as Outlook. It is possible to view the items by using a raw protocol client such as MFCMAPI or the EWS Editor. However, although you can export a copy of an item, you can’t remove items from the DiscoveryHolds folder by using these utilities.

As noted earlier, an administrator can assign up to five hold queries to a mailbox. If a sixth hold query is added, the entire mailbox is placed on hold because it is more efficient to retain everything rather than attempting to resolve multiple queries.

The life cycle of items subject to a query hold is as follows:

  • Normal processing occurs for the item. It is delivered or created, dealt with by the user, and eventually deleted and moved into the Deleted Items folder. The user might delete the item, or the MFA might move it to comply with a retention policy.

  • Eventually, the Deleted Items folder is emptied, and the items held there are moved into the Recoverable Items folder. Because the item is still available to the user and accessible by an eDiscovery search, there is no need to consider it against any query hold criteria that might be set on the mailbox. As normal, the user can restore an item from the Recoverable Items folder and move it back into a regular mailbox folder.

  • The MFA runs on a work cycle basis with the goal of processing every mailbox on a server at least once a week. As part of its regular processing, the MFA assesses items in the Recoverable Items folder to determine whether their retention period has expired. Because an in-place hold has been assigned to the mailbox that requires items to be retained for another period (or indefinitely), the MFA moves expired items that would otherwise be permanently removed from the database into the DiscoveryHolds folder. The same processing occurs if a user deletes an item from the Recoverable Items folder.

  • ELC evaluates the items in the DiscoveryHolds folder to determine whether they are needed for the in-place hold. If the item satisfies the criteria, the item is retained. If not, it is purged from the database as normal.

  • ELC continues to evaluate items in the DiscoveryHolds folder every time the MFA processes the mailbox. Items are retained for as long as they satisfy any of the in-place holds in existence. When a query-based hold is removed, the items that were retained are purged from the database unless they are subject to another in-place hold.

Figure 17 shows the contents of the DiscoveryHolds folder for a mailbox that is subject to an in-place hold. You can see that the folder is a subfolder of Recoverable Items and the items in the folder.

A screen shot showing how the MFCMAPI utility exposes deleted items captured by an in-place hold and retains them in the DiscoveryHolds subfolder of the Recoverable Items folder.

Figure 17. Viewing the contents of the DiscoveryHolds folder with MFCMAPI

After the last query-based holds are removed from a mailbox, the items held in the DiscoveryHolds folder are removed.

 
Others
 
- Microsoft Exchange Server 2013 : Preserving information (part 7) - Resource throttling for searches
- Microsoft Exchange Server 2013 : Preserving information (part 6) - Examining search results
- Microsoft Exchange Server 2013 : Preserving information (part 5) - Retrieving discovered content
- Microsoft Exchange Server 2013 : Preserving information (part 4) - Creating a new search - Refining a search
- Microsoft Exchange Server 2013 : Preserving information (part 3) - Creating a new search
- Microsoft Exchange Server 2013 : Preserving information (part 2) - Searching mailbox content, In-place holds
- Microsoft Exchange Server 2013 : Preserving information (part 1) - Putting a mailbox on litigation hold
- Microsoft Exchange Server 2013 : How the Managed Folder Assistant implements retention policies (part 2) - Retention date calculation
- Microsoft Exchange Server 2013 : How the Managed Folder Assistant implements retention policies (part 1) - Behind the scenes with the MFA
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