Delete items in the Recoverable Items folder mailboxes on hold in eDiscovery (preview)

The Recoverable Items folder for an Exchange Online mailbox exists to protect from accidental or malicious deletions. It's also used to store items that are retained and accessed by compliance features, such as holds and eDiscovery searches. However, in some situations organizations might have data that's been unintentionally retained in the Recoverable Items folder that they must delete.

For example, a user might unknowingly send or forward an email message that contains sensitive information or information that may have serious business consequences. Even if the message is permanently deleted, it might be retained indefinitely because a legal hold has been placed on the mailbox. This scenario is known as data spillage because data has been unintentionally spilled into Office 365. In these situations, you can delete items in a user's Recoverable Items folder for an Exchange Online mailbox, even if that mailbox is placed on hold with one of the different hold features in Office 365. These types of holds include Litigation Holds, eDiscovery holds, and retention policies created in Microsoft Purview.

This article explains how admins can delete items from the Recoverable Items folder for cloud-based mailboxes that are on hold. This procedure involves disabling access to the mailbox and disabling single item recovery, disabling the Managed Folder Assistant from processing the mailbox, temporarily removing the hold, deleting items from the Recoverable Items folder, and then reverting the mailbox to its previous configuration.

Here's a summary of the process:

• Step 1: Collect information about the mailbox
• Step 2: Prepare the mailbox
• Step 3: Remove all holds from the mailbox
• Step 4: Remove the delay hold from the mailbox
• Step 5: Delete items in the Recoverable Items folder
• Step 6: Revert the mailbox to its previous state

Before you delete items

• To create and run a search, you have to be a member of the eDiscovery Manager role group or be assigned the Compliance Search management role. To delete messages, you have to be a member of the Organization Management role group or be assigned the Search And Purge management role. For information about adding users to a role group, see Assign eDiscovery permissions.
• If a mailbox is assigned to an organization-wide retention policy, you have to exclude the mailbox from the policy before you can delete items from the Recoverable Items folder. It may take up to 24 hours to synchronize the policy change, and remove the mailbox from the policy. For more information, see "Organization-wide retention policies" in the Remove all holds from the mailbox section in this article.
• You can't perform this procedure for a mailbox that has been assigned retention settings with a retention policy that's locked by using Preservation Lock. That's because this lock prevents you from removing or excluding the mailbox from the policy and from disabling the Managed Folder Assistant on the mailbox. For more information about locking policies for retention,see Use Preservation Lock to restrict changes to retention policies and retention label policies.
• The procedure described in this article isn't supported for inactive mailboxes. That's because you can't reapply a hold (or retention policy) to an inactive mailbox after you remove it. When you remove a hold from an inactive mailbox, it's changed to a normal soft-deleted mailbox and will be permanently deleted from your organization after it's processed by the Managed Folder Assistant.
• If a mailbox isn't placed on hold (or doesn't have single item recovery enabled), you can delete the items from the Recoverable Items folder.

Step 1: Collect information about the mailbox

This first step is to collect selected properties from the target mailbox that will affect this procedure. Be sure to write down these settings or save them to a text file because you'll change some of these properties and then revert back to the original values in Step 6, after you delete items from the Recoverable Items folder. Here's a list of the mailbox properties you need to collect.

• SingleItemRecoveryEnabled and RetainDeletedItemsFor. If necessary, you'll disable single recovery and increase the deleted items retention period in Step 3.
• LitigationHoldEnabled and InPlaceHolds. You need to identify all the holds placed on the mailbox so that you can temporarily remove them in Step 3. See the More information section for tips about how to identify the type hold that might be placed on a mailbox.

Additionally, you need to get the mailbox client access settings so you can temporarily disable them so the owner (or other users) can't access the mailbox during this procedure. Finally, you can get the current size and number of items in the Recoverable Items folder. After you delete items in the Recoverable Items folder in Step 5, you'll use this information to verify that items were removed.

1. Connect to Exchange Online PowerShell. Be sure to use a user name and password for an administrator account that's been assigned the appropriate management roles in Exchange Online.

2. Run the following command to get information about single item recovery and the deleted item retention period.

   Get-Mailbox <username> | FL SingleItemRecoveryEnabled,RetainDeletedItemsFor
   

   If single item recovery is enabled, you'll have to disable it in Step 2. If the deleted item retention period isn't set for 30 days (the maximum value in Exchange Online), then you can increase it in Step 2.

3. Run the following command to get the mailbox access settings for the mailbox.

   Get-CASMailbox <username> | FL EwsEnabled,ActiveSyncEnabled,MAPIEnabled,OWAEnabled,ImapEnabled,PopEnabled
   

   You'll disable all of these access methods in Step 2.

4. Run the following command to get information about the holds and retention policies applied to the mailbox.

   Get-Mailbox <username> | FL LitigationHoldEnabled,InPlaceHolds
   

   Tip

   If there are too many values in the InPlaceHolds property and not all of them are displayed, you can run the Get-Mailbox <username> | Select-Object -ExpandProperty InPlaceHolds command to display each value on a separate line.

5. Run the following command to get information about any organization-wide retention policies.

   Get-OrganizationConfig | FL InPlaceHolds
   

   If your organization has any organization-wide retention policies, you'll have to exclude the mailbox from these policies in Step 3. It may take up to 24 hours to replicate the change.

   Tip

   If there are too many values in the InPlaceHolds property and not all of them are displayed, you can run the Get-OrganizationConfig | Select-Object -ExpandProperty InPlaceHolds command to display each value on a separate line.

6. Run the following command to determine if a delay hold is applied to the mailbox.

   Get-Mailbox <username> | FL DelayHoldApplied,DelayReleaseHoldApplied
   

   If the value of the DelayHoldApplied or DelayReleaseHoldApplied property is set to True, a delay hold is applied to the mailbox and must be removed. For more information about delay holds, see Step 4: Remove the delay hold from the mailbox.

   If the value of either properties is set to False, a delay hold isn't applied to the mailbox, and you can skip Step 4.

7. Run the following command to get the current size and total number of items in folders and subfolders in the Recoverable Items folder in the user's primary mailbox.

   Get-MailboxFolderStatistics <username> -FolderScope RecoverableItems | FL Name,FolderAndSubfolderSize,ItemsInFolderAndSubfolders
   

   If the user's archive mailbox is enabled, run the following command to get the size and total number of items in folders and subfolders in the Recoverable Items folder in their archive mailbox.

   Get-MailboxFolderStatistics <username> -FolderScope RecoverableItems -Archive | FL Name,FolderAndSubfolderSize,ItemsInFolderAndSubfolders
   

   When you delete items in Step 5, you can choose to delete or not delete items in the Recoverable Items folder in the user's primary archive mailbox. If auto-expanding archiving is enabled for the mailbox, items in an auxiliary archive mailbox won't be deleted.

Step 2: Prepare the mailbox

After collecting and saving information about the mailbox, the next step is to prepare the mailbox by performing the following tasks:

• Disable client access to mailbox so that the mailbox owner can't access their mailbox and make any changes to the mailbox data during this procedure.
• Increase the deleted item retention period to 30 days (the maximum value in Exchange Online) so that items aren't purged from the Recoverable Items folder before you can delete them in Step 5.
• Disable single Item recovery so that items won't be retained (for the duration of the deleted item retention period) after you delete them from the Recoverable Items folder in Step 5.
• Disable the Managed Folder Assistant so that it doesn't process the mailbox and retain the items that you delete in Step 5.

Perform the following steps in Exchange Online PowerShell.

1. Run the following command to disable all client access to the mailbox. The command syntax assumes that all client access methods were enabled on the mailbox.

   Set-CASMailbox <username> -EwsEnabled $false -ActiveSyncEnabled $false -MAPIEnabled $false -OWAEnabled $false -ImapEnabled $false -PopEnabled $false
   

   Note

   It might take up to 60 minutes to disable all client access methods to the mailbox. Note that disabling these access methods won't disconnect the mailbox owner if they are currently signed in. If the owner isn't signed in, they won't be able to access their mailbox after these access methods are disabled.

2. Run the following command to increase the deleted item retention period the maximum of 30 days. This assumes that the current setting is less than 30 days.

   Set-Mailbox <username> -RetainDeletedItemsFor 30
   

3. Run the following command to disable single item recovery.

   Set-Mailbox <username> -SingleItemRecoveryEnabled $false
   

   Note

   It might take up to 240 minutes to disable single item recovery. Don't delete items in the Recoverable Items folder until this period has elapsed.

4. Run the following command to prevent the Managed Folder Assistant from processing the mailbox. You can disable the Managed Folder Assistant only if a retention policy with a Preservation Lock isn't applied to the mailbox.

   Set-Mailbox <username> -ElcProcessingDisabled $true
   

Step 3: Remove all holds from the mailbox

The last step before you can delete items from the Recoverable Items folder is to remove all holds (that you identified in Step 1) placed on the mailbox. All holds must be removed so that items won't be retained after you delete them from the Recoverable Items folder. The following sections contain information about removing different types of holds on a mailbox. See the More information section for tips about how to identify the type hold that might be placed on a mailbox. For more information, see How to identify the type of hold placed on an Exchange Online mailbox.

Litigation Hold

Run the following command in Exchange Online PowerShell to remove a Litigation Hold from the mailbox.

Set-Mailbox <username> -LitigationHoldEnabled $false

Retention policies applied to specific mailboxes

Run the following command in Security & Compliance PowerShell to identify the retention policy that is applied to the mailbox. This command will also return any Teams conversation retention policies applied to a mailbox. Use the GUID (not including the mbx or skp prefix) for the retention policy that you identified in Step 1.

Get-RetentionCompliancePolicy <retention policy GUID without prefix> | FL Name

After you identify the retention policy, go to the Data lifecycle management > Retention policies page in the Microsoft Purview portal, edit the retention policy that you identified in the previous step, and remove the mailbox from the list of recipients that are included in the retention policy.

Organization-wide retention policies

Organization-wide, Exchange-wide, and Teams-wide retention policies are applied to every mailbox in the organization. They're applied at the organization level (not the mailbox level) and are returned when you run the Get-OrganizationConfig cmdlet in Step 1. Run the following command in Security & Compliance PowerShell to identify the organization-wide retention policies. Use the GUID (not including the mbx prefix) for the organization-wide retention policies that you identified in Step 1.

Get-RetentionCompliancePolicy <retention policy GUID without prefix> | FL Name

After you identify the organization-wide retention policies, go to the Data lifecycle management > Retention policies page in the Microsoft Purview portal, edit each organization-wide retention policy that you identified in the previous step, and add the mailbox to the list of excluded recipients. Doing this removes the user's mailbox from the retention policy.

Retention labels

Whenever a user applies a label that's configured to retain content or retain and then delete content to any folder or item in their mailbox, the ComplianceTagHoldApplied mailbox property is set to True. When this happens, the mailbox is considered to be on hold, as if it was placed on Litigation Hold or assigned to a retention policy.

To view the value of the ComplianceTagHoldApplied property, run the following command in Exchange Online PowerShell:

Get-Mailbox <username> |FL ComplianceTagHoldApplied

After you've identified that a mailbox is on hold because a retention label is applied to a folder or item, you can use search in the Microsoft Purview portal to search for labeled items by using the Retention label condition. For more information, see:

• The "Using Content Search to find all content with a specific retention label" section in Learn about retention policies and retention labels
• The "Search conditions" section in Use the condition builder to create search queries in eDiscovery (preview).

For more information about labels, see Learn about retention policies and retention labels.

eDiscovery holds

Run the following commands in Security & Compliance PowerShell to identify the hold associated with an eDiscovery case (called eDiscovery holds) that's applied to the mailbox. Use the GUID (not including the UniH prefix) for the eDiscovery hold that you identified in Step 1. The second command displays the name of the eDiscovery case the hold is associated with; the third command displays the name of the hold.

$CaseHold = Get-CaseHoldPolicy <hold GUID without prefix>

Get-ComplianceCase $CaseHold.CaseId | FL Name

$CaseHold.Name

After you've identified the name of the eDiscovery case and the hold, go to eDiscovery in the Microsoft Purview portal, open the case, and remove the mailbox from the hold. For more information about identifying eDiscovery holds, see the "eDiscovery holds" section in How to identify the type of hold placed on an Exchange Online mailbox.

Step 4: Remove the delay hold from the mailbox

After any type of hold is removed from a mailbox, the value of the DelayHoldApplied or DelayReleaseHoldApplied mailbox property is set to True. This occurs the next time the Managed Folder Assistant processes the mailbox and detects that a hold has been removed. This is called a delay hold and means the actual removal of the hold is delayed for 30 days to prevent data from being permanently deleted from the mailbox. (The purpose of a delay hold is to give admins an opportunity to search for or recover mailbox items that will be purged after a hold is removed.) When a delay hold is placed on the mailbox, the mailbox is still considered to be on hold for an unlimited duration, as if the mailbox was on Litigation Hold. After 30 days, the delay hold expires, and Microsoft 365 will automatically attempt to remove the delay hold (by setting the DelayHoldApplied or DelayReleaseHoldApplied property to False) so that the hold is removed. For more information about a delay hold, see the "Managing mailboxes on delay hold" section in How to identify the type of hold placed on an Exchange Online mailbox.

If the value of the DelayHoldApplied or DelayReleaseHoldApplied property is set to True, run one of the following commands to remove the delay hold:

Set-Mailbox <username> -RemoveDelayHoldApplied

Or

Set-Mailbox <username> -RemoveDelayReleaseHoldApplied

You must be assigned the Legal Hold role in Exchange Online to use the RemoveDelayHoldApplied or RemoveDelayReleaseHoldApplied parameter.

Step 5: Delete items in the Recoverable Items folder

Now you're ready to actually delete items in the Recoverable Items folder by using the New-ComplianceSearch and New-ComplianceSearchAction cmdlets in Security & Compliance PowerShell.

To search for items that are located in the Recoverable Items folder, we recommend that you perform a targeted search. This means you narrow the scope of your search only to items located in the Recoverable Items folder. You can do this by running the script in the Use search to create targeted searches in eDiscovery (preview) article. This script returns the value of the folder ID property for all the subfolders in the target Recoverable Items folder. Then you use the folder ID in a search query to return items located in that folder.

Here's an overview of the process to search for and delete items in a user's Recoverable Items folder:

1. Run the targeted search script that returns the folder IDs for all folders in the target user's mailbox. The script connects to Exchange Online PowerShell and Security & Compliance PowerShell in the same PowerShell session. For more information, see Run the script to get a list of folders for a mailbox.

2. Copy the folder IDs for all subfolders in the Recoverable Items folder. Alternatively, you can redirect the output of the script to a text file.

   Here's a list and description of the subfolders in the Recoverable Items folder that you can search and delete items from:

   • Deletions: Contains soft-deleted items whose deleted item retention period hasn't expired. Users can recover soft-deleted items from this subfolder using the Recover Deleted Items tool in Outlook.
   • DiscoveryHolds: Contains hard-deleted items that have been preserved by an eDiscovery hold or a retention policy. This subfolder isn't visible to end users.
   • SubstrateHolds: Contains hard-deleted items from Teams and other cloud-based apps that have been preserved by a retention policy or other type of hold. This subfolder isn't visible to end users.

3. Use the New-ComplianceSearch cmdlet (in Security & Compliance PowerShell) or use eDiscovery search tools in the Microsoft Purview portal to create a content search that returns items from the target user's Recoverable Items folder. You can do this by including the FolderId in the search query for all subfolders that you want to search. For example, the following query returns all messages in the Deletions and eDiscoveryHolds subfolders:

   folderid:<folder ID of Deletions subfolder> OR folderid:<folder ID of DiscoveryHolds subfolder>
   

   For more information and examples about running content searches that use the folder ID property, see Use search to create targeted searches in eDiscovery (preview).

   Note

   If you use the New-ComplianceSearch cmdlet to search the Recoverable Items folder, be sure to use Start-ComplianceSearch cmdlet to run the search.

4. After you've created a content search and validated that it returns the items that you wan to delete, use the New-ComplianceSearchAction -Purge -PurgeType HardDelete command (in Security & Compliance PowerShell) to permanently delete the items returned by the content search that you created in the previous step. For example, you can run a command similar to the following command:

   New-ComplianceSearchAction -SearchName "RecoverableItems" -Purge -PurgeType HardDelete
   

5. A maximum of 10 items per mailbox are deleted when you run the previous command. That means you may have to run the New-ComplianceSearchAction -Purge command multiple times to delete all the items that you want to delete in the Recoverable Items folder. To delete additional items, you first have to remove the previous compliance search purge action. You do this by running the Remove-ComplianceSearchAction cmdlet. For example, to delete the purge action that was run in the previous step, run the following command:

   Remove-ComplianceSearchAction "RecoverableItems_Purge"
   

   After you do this, you can create a new compliance search purge action to delete more items. You'll have to delete each purge action before creating a new one.

   To get a list of the compliance search actions, you can run the Get-ComplianceSearchAction cmdlet. Purge actions are identified by _Purge appended to the search name.

Verify that items were deleted

To verify that you've successfully deleted items from the Recoverable Items folder of a mailbox, use Get-MailboxFolderStatistics cmdlet in Exchange Online PowerShell to check the size and number of items in Recoverable Items folder. You can compare these statistics with the ones you collected in Step 1.

Run the following command in to get the current size and total number of items in folders and subfolders in the Recoverable Items folder in the user's primary mailbox.

Get-MailboxFolderStatistics <username> -FolderScope RecoverableItems | FL Name,FolderAndSubfolderSize,ItemsInFolderAndSubfolders

Run the following command to get the size and total number of items in folders and subfolders in the Recoverable Items folder in the user's archive mailbox.

Get-MailboxFolderStatistics <username> -FolderScope RecoverableItems -Archive | FL Name,FolderAndSubfolderSize,ItemsInFolderAndSubfolders

Step 6: Revert the mailbox to its previous state

The final step is to revert the mailbox back to its previous configuration. This means resetting the properties that you changed in Step 2 and reapplying the holds that you removed in Step 3. This includes:

• Changing the deleted item retention period back to its previous value. Alternatively, you can just leave this set to 30 days, the maximum value in Exchange Online.
• Re-enabling single Item recovery.
• Re-enabling the client access methods so that the owner can access their mailbox.
• Reapplying the holds and retention policies that you removed.
• Re-enabling the Managed Folder Assistant to process the mailbox.

Perform the following steps (in the specified sequence) in Exchange Online PowerShell.

1. Run the following command to change the deleted item retention period back to its original value. This assumes that the previous setting is less than 30 days; for example, 14 days.

   Set-Mailbox <username> -RetainDeletedItemsFor 14
   

2. Run the following command to re-enable single item recovery.

   Set-Mailbox <username> -SingleItemRecoveryEnabled $true
   

3. Run the following command to re-enable all client access methods to the mailbox.

   Set-CASMailbox <username> -EwsEnabled $true -ActiveSyncEnabled $true -MAPIEnabled $true -OWAEnabled $true -ImapEnabled $true -PopEnabled $true
   

4. Reapply the holds that you removed in Step 3. Depending on the type of hold, use one of the following procedures.

   Litigation Hold

   Run the following command to re-enable a Litigation Hold for the mailbox.

   Set-Mailbox <username> -LitigationHoldEnabled $true
   

   Retention policies applied to specific mailboxes

   Use the Microsoft Purview portal to add the mailbox back to the retention policy. Go to the Data lifecycle management > Retention policies page in the Microsoft Purview portal, edit the retention policy, and add the mailbox back to the list of recipients that the retention policy is applied to.

   Organization-wide retention policies

   If you removed an organization-wide or Exchange-wide retention policy by excluding it from the policy, then use the Microsoft Purview portal to remove the mailbox from the list of excluded users. Go to the Data lifecycle management > Retention policies page in the Microsoft Purview portal, edit the organization-wide retention policy, and remove the mailbox from the list of excluded recipients. Doing this reapplies the retention policy to the user's mailbox.

   eDiscovery case holds

   Use the Microsoft Purview portal to add the mailbox back the hold that's associated with an eDiscovery case. Go to eDiscovery, open the case, and add the mailbox back to the hold.

5. Run the following command to allow the Managed Folder Assistant to process the mailbox again. We recommend that you wait 24 hours after reapplying a hold or retention policy (and verifying that it's in place) before you re-enable the Managed Folder Assistant.

   Set-Mailbox <username> -ElcProcessingDisabled $false
   

6. To verify that the mailbox has been reverted back to its previous configuration, you can run the following commands and then compare the settings to the ones that you collected in Step 1.

   Get-Mailbox <username> | FL ElcProcessingDisabled,InPlaceHolds,LitigationHoldEnabled,RetainDeletedItemsFor,SingleItemRecoveryEnabled
   

   Get-CASMailbox <username> | FL EwsEnabled,ActiveSyncEnabled,MAPIEnabled,OWAEnabled,ImapEnabled,PopEnabled
   

More information

Here's a table that describes how to identify different types of holds based on the values in the InPlaceHolds property when you run the Get-Mailbox or Get-OrganizationConfig cmdlets. For more detailed information, see How to identify the type of hold placed on an Exchange Online mailbox.

You have to remove all holds and retention policies from a mailbox before you can successfully delete items in the Recoverable Items folder.