Lotus Domino Administrator 8 Help - Creating an archive policy settings document

USER AND SERVER CONFIGURATION

Creating an archive policy settings document
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 IBM® Lotus® 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.

Note Archiving policy settings are not supported by IBM® Lotus® Domino™ Web Access.

To create archive policy settings

1. Make sure that you have at least Editor access to the IBM® Lotus® Domino™ Directory and one of these roles:

PolicyCreator role to create a settings document
PolicyModifier role to modify a settings document

2. From the Domino Administrator, select the People & Groups tab, and then open the Settings view.

3. Click "Add Settings," and then select Archive.

4. 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.

5. (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 prevent users from performing calendar cleanup functions. 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.

6. 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.

7. Under "Archive source database is on," specify the server or workstation on which the mail file that will be archived is located. This setting applies only to scheduled replication. If a user has multiple replicas of their mail file, any scheduled replication functions occur only in the replica specified here. This setting does not impact the user's ability to initiate archiving when archiving is configured to be performed by the client. Choose one:

Local -- Any scheduled archive functions are performed against a local replica of the mail file on the user's workstation.
Specific server -- Choose this option if the mail file is on a server other than the user's designated mail server. Specify the name of the server. Any scheduled archive function will be performed against the a mail file replica on the specified server.
Mail server -- Choose this option if the mail file is on the mail server specified in the user's Location document (default). Any scheduled archive functions will be performed against a mail file replica on the user's mail server specified in the Location document.

8. Under "Destination database is on," specify the server or workstation on which the archive database and archive log will reside. If the user is able to initiate archive functions, that is, archiving is configured to be performed on the Notes client, 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.

9. 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.

10. 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).

11. (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 any other suffix that you would like to use.

Number of characters from original filename The default is 50. To change this, enter the number of characters you want to use from the user's mail file name to create the archive log name.

12. 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.

13. 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.

14. (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.

15. 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.

16. 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. Note This setting does not apply to Calendaring and Scheduling documents which are always checked to prevent accidental "orphaning."
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. Any archive criteria that selects documents based on expiration date now uses the field name specified here.

17. Save the document.

See also

Creating a policy document

Mail archiving and policies

Using the mail archive log

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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 any other suffix that you would like to use.
Number of characters from original filename	The default is 50. To change this, enter the number of characters you want to use from the user's mail file name to create the archive log name.