Outlook versions supporting Personal Archives and Retention Policies

Outlook 2013 IconIn an earlier article here, I mentioned which Outlook 2010 versions were eligible for Personal Archives.

Now, with the release of Office 2013, and Outlook 2013 in particular, it’s good to get an update on the Outlook versions and their support of Personal Archives and Retention Policies in Exchange Server 2010 or Exchange Server 2013.

The following Outlook versions support Personal Archives and Retention Policies:

Retail Licenses Volume Licenses
  • Outlook 2013 stand-alone
  • Outlook 2010 stand-alone
  • Outlook 2007 stand-alone
  • Outlook 2007 included with Microsoft Office Ultimate 2007
  • Outlook 2013 stand-alone
  • Outlook 2013 included with Microsoft Office Professional Plus 2013
  • Outlook 2010 stand-alone
  • Outlook 2010 included with Microsoft Office Professional Plus 2010
  • Outlook 2007 stand-alone
  • Outlook 2007 included with Microsoft Office Professional Plus 2007
  • Outlook 2007 included with Microsoft Office Enterprise 2007

Few notes:

  • As mentioned here, Outlook 2007 doesn’t support adjusting retention policies;
  • Personal Archives and Retention Policies require an Microsoft Exchange Server Enterprise Client Access License.

Fix for Outlook 2007 Personal Archive update

As announced early February, the Office team has released a fix for the Outlook 2007 Personal Archive issues. This fix is also integrated in the Office 2007 Cumulative Update for February 2011 (kb2493732).

The description of the Outlook fix included in this CU can be found at kb2475891.Unfortunately, it doesn’t mention any specific Personal Archive issues.

You can request the individual hotfix here.

Outlook 2007 personal archives issue, fix in Feb’11 CU

The Exchange team put a notice up today on their website on an important update for Outlook 2007 regarding personal archive support on Exchange 2010. Unfortunately, the post doesn’t contain any information regarding the issue itself, only that it may result in inaccessible archives. The fix will be included in the February 2011 Cumulative Update for Office 2007, which is to be released later this February.

This Outlook 2007 personal archive support is becoming some story. After the the initial update enabling this functionality, Outlook 2007 Cumulative Update of December (kb2412171), the update was re-released in January to include 3 fixes (see kb2485531). Now we can expect another fix for an undisclosed issue.

I suggest keeping an eye on the Outlook team blog for updates regarding this issue.

Outlook 2007 archive KB published, omits archive function

After releasing the hotfix for enabling Exchange 2010 personal archives for Outlook 2007 users yesterday, the related knowledgebase article was published today (KB2458611).

What you might notice when reading the list of fixed issued is that the article doesn’t mention the included support for archives. Interesting. One might wonder what that implies from a support perspective.

Update: There are reports of issues with Outlook 2007 after installing update KB2412171, like Loss of Archive/Auto-Archive functions (not to be confused with personal archives), performance issues and Outlook Anywhere/NTLM issues.  Since KB2458611 is based on that update, so you might expect similar issues. More information here by Outlook MVP Ben Schorr.

Update: Official information confirms three issues have been identified with this fix:

  1. Secure Password Authentication issues when configured but server doesn’t support it (e.g. GMail);
  2. If you haven’t configured an Exchange account,
    1. Performance issues;
    2. Inability to configure AutoArchive for IMAP/POP3 or Outlook Live accounts.

More information on the Outlook Product Team blog here.

Update: The Microsoft Exchange team blogged about the December 2010 update for Office 2007 here. They state that “This update extends archive support to Outlook 2007”. In the same blog, the archiving functionality I described earlier here is hereby also officially confirmed.

Update: The Outlook team re-released the hotfix which addresses the 3 issues mentioned above (and on which the Outlook team blogged here). You can download the updated KB2412171 hotfix here.

Outlook 2007 hotfix for Exchange 2010 Personal Archive support

Update: After fixing some issues (see here) the Outlook team re-released hotfix KB2412171 and made it available for direct download here or you can get it through Windows Update.

It seems the Office 2007 Cumulative Update for December 2010 (KB2479671) will contain support for the long awaited support for Exchange 2010 Personal Archives in Outlook 2007. Note that support is limited as not all functionality found in Outlook 2010 is present, but it is usable from a customer perspective.

After applying the Outlook 2007 hotfix (SP2 is a prerequisite), archive-enabled users can do the following:

  • Access and move messages to or from their personal archive;
  • Mailboxes for which you have full access permissions will be automatically added to your Outlook view (known as auto mapping of shared mailboxes) inspecting the msExchDelegateListLink attribute (more info on this at Steve Goodman’s blog here);
  • If you have full access permissions to an archive-enabled mailbox, that archive will be accessible and automatically displayed as well.
    In the screenshot below you’ll the the user’s mailbox (Francis Blake), his Personal Archive and he has full access permissions to Philip Mortimer’s mailbox, who is also archive-enabled:


Unfortunately, there are also a few things not implemented, e.g.

  • No support for archiving policies, meaning users won’t be able to override centrally configured retention and archiving policy settings using personal tags in Outlook. More info on archiving policies and personal tags here;
  • Not integral searches, meaning you need to search the mailbox or the personal archive seperately. Searching “all mail items” will not retrieve results from the personal archive, as shown in the screenshot below:


It is unknown if these omissions are going to be introduced in a later hotfix, as the initial hotfix for personal archives in Outlook 2007 was set for Q1/Q2 2011.

Be advised that this hotfix will enable personal archive functionality for the following product versions only:

  • Office Ultimate (Retail)
  • Office ProPlus (Volume License)
  • Office Enterprise (Volume License)
  • Outlook Standalone (Retail or Volume License)

Note that the Outlook 2007 update for archive support is still not mentioned on the cumulative update page as the cumulative update package has yet to be released. However, the KB article has been published (KB2458611). You can request and retrieve the individual hotfix here.

Thanks for Ankur Kothari (@ankbomb) from product management for the early update.

Geek Out with Perry series

As EHLO posted today, there is a new video of the Perry Clark, General Manager, Exchange from the Mailbox team. Its the latest addition to the Geek Out with Perry series, short (around) 10 minute videos hosted by Ann Vu (Product Manager), where various in-depth topics like Archiving, Storage and Data Protection are discussed. Perhaps not all of you are aware of the series, so for your convenience I’ve embedded the videos:

Answers to Questions on Archiving with Tiered Storage and Stubbing

Archiving in Exchange

Answering Data Protection Questions: Replication and Backups

Managing Storage Efficiently

Data Protection Evolution

For those interested, Perry blogs and videos can be found on Ask Perry.