MAIL

Managing archive criteria
On the Criteria panel of the Archive Settings dialog box, you can examine sets of archive criteria provided by your organization and select the set you want to use. The box below the list of sets summarizes the features of each set. Your organization may also allow you to create, edit, and delete criteria sets.

Tip A single application can have multiple sets of criteria that archive to separate applications. If all the criteria sets archive to the same application, consider carefully how the options for each set interact, because all the criteria will be applied each time you archive.

Note If your organization allows you to archive your mail, see Archiving mail messages to free up space for an overview of the process you need to follow.

Click any of these sections:


To check an application's archive criteria

1. Open an application (for example, your mail).

2. Click Actions > Archive > Settings > Criteria.

3. Click a set of criteria to see its details, including the name and location of the archive application for each set.

To create or edit a set of archive criteria

For any application (except mail if prohibited by an archive policy), you can create and edit private criteria sets. In mail, criteria sets you cannot edit display lock icons.

1. Open an application to archive (for example, your mail).

2. Click Actions > Archive > Settings > Criteria.

3. Do one of the following:

4. See Creating or editing a set of archive criteria to create or refine this criteria set and specify other archive application settings.

5. If you did not enable the set of criteria while setting options in Step 4, select the criteria set and click Enable.

6. (Optional) Click Advanced to change the way archiving handles documents that have responses, and to set up an archive log. The Advanced settings apply to all sets of criteria.

7. Click OK.

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To enable a set of archive criteria

Make sure the archive criteria sets you want to use are enabled. If no set is enabled and you ask for an application to be archived, nothing is archived.

1. Open an application to archive (for example, your mail).

2. Click Actions > Archive > Settings > Criteria.

3. Select a set of criteria in the list.

4. Click Enable, and then click OK.

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See Also