Archive Manager

Archive Manager Documentation

The Archive Manager enables system administrators to define and implement site-wide Archive and Purge policies across all content types. These policies help manage the data lifecycle and storage efficiently. Supported content types include:

• Workflows
• Form Files
• Forms
• Projects
• Files/Folders
• Users
• Groups

Understanding Archive and Purge

• Archive (Soft Delete): When content reaches its specified Archive threshold, it is marked as archived but remains stored within Screendragon for a predetermined period. This allows for potential recovery before final deletion.
• Purge (Hard Delete): When content reaches its designated Purge threshold, it is permanently removed from Screendragon.

Important: The Archive rule applies first if both Archive and Purge rules are set for the same content type.

Creating a New Archive or Purge Rule

1. In the admin tools area, navigate to the Archive Manager.
   
   
2. Select the Content Type by choosing the content category you wish to configure (e.g., Forms).
3. Click the Create New button to initiate Rule Creation.
   
   
4. Configure the Rule Details by completing the following fields:
   
   Action: Select either Archive or Purge.
   Days After: Specify the number of days after creation or last modification before the action triggers.
   Based on: Choose whether the timing is based on the content's creation date or its last modified date.
   Start Date: Define when the rule should commence.
   Retroactive Application: Decide if the rule should apply to existing content.
   Content Selection: Choose the specific items or criteria for which the rule applies.
   Notifications: Select users to notify when the rule is executed.

This structured approach ensures systematic data lifecycle management aligned with organizational policies.