Subject: Archieve Policies
To set up mail file archiving, you use both archive and archive criteria policy settings documents. The archive policy settings document enables you to specify archive policy parameters – or not specify parameters – as well as to specify whether Notes users can archive mail databases, and whether they can set or modify archive settings. To prohibit all archiving, select the “Prohibit Archiving” setting and apply the policy to a set of users. If you choose to prevent private archiving, users cannot change these settings or create private archive settings.
If you allow archiving, use the archive policy settings document to define whether archiving is performed by a server or by a user’s client, and to specify source and destination archive systems. If archiving is client-based, you can also set the archive schedule. If you choose to, you can change the name and location of the default archive log file. You can also set a policy designating that archiving is done by the user’s client, and allow the user to define the schedule and archiving criteria.
To create archive policy settings
- Make sure that you have at least Editor access to the Domino Directory and one of these roles:
PolicyCreator role to create a settings document
PolicyModifier role to modify a settings document
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From the Domino Administrator, select the People & Groups tab, and then open the Settings view.
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Click “Add Settings,” and then select Archive.
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On the Basics tab, complete these fields:
Name – Enter a name that identifies the users or the settings themselves (and, if you are a service provider, the hosted organization).
Description – Enter a description of the settings.
- (Optional) Under Archiving options, choose one of the following if you want to prohibit archiving. The default is to allow both.
Prohibit archiving – to prohibit all archiving. The “Allow Calendar Cleanup” check box displays. Allow Calendar Cleanup is selected by default but you can deselect if you choose to. Save the document.
Prohibit private archiving settings – to prohibit Notes users from creating private archive settings or modifying the archive settings defined in this settings document.
- Under Archive locations, choose one:
Archiving will be performed on user’s local workstation – to use the Notes client workstation to perform the archive process (the default).
Archiving will be performed on a server – to use a server to perform the archive process.
Note If you choose “Archiving will be performed on a server,” you must create a program document to run the compact task.
- Under “Archive source database is on,” specify the server or workstation on which the mail file that will be archived is located. Choose one:
Local – if the mail file is on the user’s workstation, of if the user has opened a replica of their mail file. The replica may reside on a client or a server. Local applies to the mail file the user has open and from which they issue any archiving commands.
Specific server – if the mail file is on a server other than the user’s designated mail server. Specify the name of the server.
Mail server – if the mail file is on the mail server specified in the user’s Location document (default).
- Under “Destination database is on,” specify the server or workstation on which the archive database will reside. If you allow private archiving, you must give the user Create access on the destination server to create an archive database. Choose one:
Local – to create the mail archive database on the user’s workstation (available for client-based archiving only).
Specific server – to create the mail archive database on a server other than the mail server. Then specify the name of the server.
Mail server – to create the mail archive database on the user’s designated mail server.
- On the Selection Criteria tab, do one or more of the following:
Click New Criteria to create a new Archive Criteria Settings document. Then, click Add Criteria and select your newly-defined criteria document.
Click Add Criteria, and then choose one or more archive criteria settings documents to add to your archiving settings.
Click Remove Criteria, and then choose one or more archive criteria settings document to remove from your archiving settings.
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Click the Logging tab. Under Archive Logging, check the field “Log all archiving into a log database” to log archiving activity to a log database (the default).
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(Optional) Change any of these fields if you want to change the location of the log directory and log file name.
Field Action
Log Directory The default is archive. Enter a new name if you want to change it.
Log Prefix The default is the letter l, followed by an underscore (_). Enter a new prefix if you want to change it.
Log Suffix The default is .NSF. Enter the file name that will precede the file name extension (suffix).
Number of characters from original filename The default is 6. To change this, enter the number of characters you want to use from the user’s ID to create the archive log name.
- In the field “Include document links to archived documents,” do one:
Check the field to include links to archived documents in the log (default). If you include links, users can open archived documents from within the log database.
Uncheck the field to exclude links to archived documents in the log. If you exclude links, users must open the archive database to view archived documents.
- On the Schedule tab, do one of these:
Click the check box “Specify a client-based scheduled archive” to set up a schedule for client-based archiving, and then specify the schedule. The schedule you specify becomes the default schedule. If you also choose “Allow users to modify the schedule,” users can set an archiving schedule by modifying the default schedule. If you do not choose “Allow users to modify the schedule,” users cannot modify the archiving schedule.
Do not check the option “Specify a client-based archive schedule.” No archiving schedule is set for the users; however, users can still set their own archiving schedule.
- (optional) If you checked “Specify a client-based archive schedule” complete one or more of these fields.
Field Action
Frequency Choose one:
Daily and then select the days of the week on which to archive.
Weekly (default), and then choose the day of the week on which to archive.
Run at Specify the time. The default is 12:00 PM.
Note The Notes client must be running for scheduled archiving to occur.
- Under Location, specify the locations from which to archive. For example, if you are using client-based archiving, you may want to archive only from a user’s office workstation, not from an island or if the user has dialed in. Choose one:
Any location – to archive from any location.
Specific location – and then specify one or more locations.
- On the Advanced tab, complete these fields:
Field Action
Delete a document only when the criteria can delete all responses as well Do one of these:
Check (default) to ensure that documents that have response documents that do not meet archiving criteria are not deleted from the database. Use this option to prevent orphaning of documents in hierarchical views.
Uncheck to delete documents without prior checking of response documents.
Maximum document retention selection is: Specify for all users to whom the policy applies, the number of days, months, or years that comprise the maximum retention period for deleting and archiving documents. If private archiving is enabled, and a maximum retention setting is in effect, users cannot define criteria with a scope that is larger than the maximum retention setting.
For example, assume the maximum retention is set to two years. Users can define criteria that selects documents created, modified, accessed, or expired up to 24 months. An error is generated if users try to save criteria whose scope is greater than 24 months (two years).
Use customer-generated expiration field: Click to enable administrators to define their own field name for an archive document expiration date.
Customer generated expiration field name: Specify a field name for the expiration date of archived documents.
- Save the document.