Skip to content

Setting up archive policies

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 client archive settings.

  • Archive policies and criteria. See below on how to set this up for Verse.

  • From the HCL Domino® Administrator, click the People & Groups tab, and then open the Settingsview.

  • Click Add Settings and then select Archiving.

  • 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.
    • Make sure Prohibit archiving is not selected.

  • Under Archiving will be performed on, choose Server.

  • 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.

    • 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.

  • 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.

  • On the Logging tab, complete any of the desired fields.

  • The Schedule tab only applies to HCL Notes clients.

  • On the Advanced tab, complete any of the desired fields.

  • Save the document.

Related information

How can I manage my archived mail?(HCL Verse documentation)

Creating an archiving policy settings document (HCL Domino documentation)