Outlook license requirements for Exchange features

The following features require specific Outlook licenses and either a Microsoft Exchange Online account or a Microsoft Exchange Server License with a Microsoft Exchange Server Client Access License (CAL):

  • In-Place Archive

  • Retention policies

  • Apply Information Rights Management (IRM)

  • Site mailboxes

  • DLP Policy Tips

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 Exchange to enable certain features.

In-Place Archive 1

Retention policies

Apply IRM 2

Site mailboxes 3

DLP Policy Tips 4

Outlook 2013 stand-alone

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 stand-alone

Outlook 2010 included with Microsoft Office Professional Plus Subscription

Outlook 2010 included with Microsoft Office Home and Business 2010

Outlook 2010 included with Microsoft Office Professional 2010

Outlook 2007 stand-alone5

Outlook 2007 included with Microsoft Office Ultimate 20075

Outlook volume licenses

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

In-Place Archive 1

Retention policies

Apply IRM 2

Site mailboxes 3

DLP Policy Tips 4

Outlook 2013 stand-alone

Outlook 2013 included with Microsoft Office Professional Plus 2013

Outlook 2013 included with Microsoft Office Standard 2013

Outlook 2010 stand-alone

Outlook 2010 included with Microsoft Office Professional Plus 2010

Outlook 2010 included with Microsoft Office 20106

Outlook 2007 stand-alone5

Outlook 2007 included with Microsoft Office Professional Plus 20075

Outlook 2007 included with Microsoft Office Enterprise 20075

Outlook 2007 included with Microsoft Office 20075

Outlook in Office 365 subscriptions

These subscriptions are available through online purchase and select channels. For more information, see Office 365 Service Descriptions.

In-Place Archive 1

Retention policies

Apply IRM 2

Site mailboxes 3

DLP Policy Tips 4

Outlook in Office 365 ProPlus

Outlook in Office 365 Enterprise E3

Outlook in Office 365 Business

Outlook in Office 365 Business Premium

Note   Outlook was also available as part of the Office 365 Small Business Premium and Midsize Business. Office 365 Business Premium will replace these plans over time. Visit your Message Center in the Office 365 admin center for more details on how this impacts you, or talk to your Office 365 provider.

1 In-Place Archive and retention policies require Exchange Server 2013, Exchange Online Archiving (EOA), Exchange Online, or Office 365. Please see the Exchange Online Service Description to find which online plans include this functionality.

2 Apply IRM requires Active Directory Rights Management Services (AD RMS). Please see the Exchange Online Service Description to find which online plans include this functionality.

3 Site mailboxes require Exchange Server 2013 + SharePoint Server 2013, Exchange Online + SharePoint Online, or Office 365. Please see the Exchange Online Service Description and the SharePoint Online Service Description to find which online plans include this functionality.

4 DLP Policy Tips require Exchange Server 2013, Exchange Online, or Office 365. Please see the Exchange Online Service Description to find which plans include this functionality.

5 Archive 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 In-Place Archive

  • Copy and paste messages to and from the In-Place Archive

  • Use the Move menu to move or copy messages to the In-Place Archive

  • Create client-side rules to move or copy messages to the In-Place Archive

Users can only perform a search in the selected folder in the In-Place 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 In-Place Archive.

6 Microsoft Office Standard 2010 users can access the In-Place Archive with Outlook Web App (OWA).

Applies To: Outlook 2010, Outlook 2007, Outlook 2013



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