License requirements for Personal Archive and retention policies

The Personal Archive and retention policies features require a Microsoft Exchange Online account or Microsoft Exchange Server account, as well as a Microsoft Exchange Server Enterprise Client Access License (CAL) and specific Microsoft Outlook licenses.

Outlook retail licenses

These licenses are available through retail purchase. Though retail license versions of Outlook do not include Exchange Server or Exchange Online, some can connect to those services to enable the Personal Archive and retention polices features.

Supported Not supported
  • Outlook 2013 stand-alone
  • Outlook 2010 stand-alone
  • Outlook 2010 included with Microsoft Office Professional Plus Subscription
  • Outlook 20071 stand-alone
  • Outlook 20071 included with Microsoft Office Ultimate 2007
  • Outlook 2013 included with Microsoft Office Standard 2013
  • Outlook 2013 included with Microsoft Office Professional 2013
  • Outlook 2013 included with Microsoft Office Home and Business 2013
  • Outlook 2010 included with Microsoft Office Home and Business 2010
  • Outlook 2010 included with Microsoft Office Professional 2010

Outlook volume licenses

These licenses are available through volume licensing only. For more information, see Microsoft Volume Licensing Programs.

Supported Not supported
  • 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 20071 stand-alone
  • Outlook 20071 included with Microsoft Office Professional Plus 2007
  • Outlook 20071 included with Microsoft Office Enterprise 2007
  • Outlook 2013 included with Microsoft Office Standard 2013
  • Outlook 2010 included with Microsoft Office Standard2 2010
  • Outlook 2007 included with Microsoft Office Standard 2007

1Archive policies don’t appear in the Outlook 2007 user interface. They can only be deployed or changed by an Exchange Server administrator, Outlook 2007 users can view or change policies only in Outlook Web App (OWA), and only if OWA is enabled.

Without policies, the following is possible:

  • Drag and drop messages to and from the Personal Archive
  • Copy and paste messages to and from the Personal Archive
  • Use the Move menu to move or copy messages to the Personal Archive
  • Create client-side rules to move or copy messages to the Personal Archive

Users can only perform a search in the selected folder in the Personal Archive. Also, any search performed using Instant Search in a folder in the primary Exchange Server account — even when All Mail Items is specified — doesn’t return items in the Personal Archive.

2Microsoft Office Standard 2010 users can access a Personal Archive with Outlook Web App (OWA).

 
 
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Outlook 2013, Outlook 2010, Outlook 2007