Setting up archive policies

About this task

The Verse client provides users with the capability to access server-side mail archives, as well as the option to archive documents directly into those archives. Archiving a document from a Verse client requires you to be online and requires the archive mail file to be on a server. The list of archive mail files that are displayed to the user come from two sources:
  • HCL Notes and HCL iNotes client archive settings.
  • Archive policies and criteria. See below on how to set this up for Verse.

Procedure

  1. From the HCL Domino® Administrator, click the People & Groups tab, and then open the Settings view.
  2. Click Add Settings and then select Archiving.
  3. On the Basics tab, complete these fields:
    • Name -- Enter a name that identifies the users or the settings themselves.
    • Description -- Enter a description of the settings.
  4. Make sure Prohibit archiving is not selected.
  5. Under Archiving will be performed on, choose Server.
  6. Under Archiving source database is on, specify the server on which the mail file that will be archived is located.

    Choose one:

    • 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 in the Choose Source Server section. Any scheduled archive function will be performed against a mail file replica on the specified server.
      Note: If specific server is chosen, if the Verse user is logged in to a server that is not the selected source database, then archiving actions from the Verse client will not complete successfully.
    • Mail server -- Choose this option if the mail file is on the mail server.
  7. Under Destination database is on, specify the server on which the archive database and archive log will reside.

    Choose one:

    • Specific server -- to create the mail archive database on a server other than the mail server. After selecting this option, specify the name of the server in the Choose Destination Server section.
    • Mail server -- to create the mail archive database on the user's designated mail server.
      Note: If mail server is chosen, for Verse client archive actions to complete successfully from any mail server, there must be a replica of the archive mail file on all mail servers.
  8. 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. See the related topics for instructions on specifying details of the criteria in the new 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.
    Note: The database defined in the criteria will be listed as an available archive in the Verse client.
  9. On the Logging tab, complete any of the desired fields.
  10. The Schedule tab only applies to HCL Notes clients.
  11. On the Advanced tab, complete any of the desired fields.
  12. Save the document.