MAIL


Creating or editing a set of archive criteria
You can create or edit a set of criteria to control how your mail is archived and where the archive is stored.

You can use the Create Archive Criteria and Edit Archive Criteria dialog boxes to specify how the selected set of criteria handles documents in the current application.

Note: For an overview of the process for archiving your mail, see Archiving mail messages to free up space.

1. If you haven't already done so, open the application to archive (for example, your mail).

2. Click Actions > Archive > Settings > Basics.

3. Click Basics, and then specify the computers where archiving runs and where the archive is stored.

4. Click Criteria.

5. Click Create or Edit. The Create Archive Criteria or Edit Archive Criteria dialog box opens.

6. Type or edit the name of your private criteria set.

7. Click Selection Criteria to choose which documents to archive. You can archive documents in these ways:


8. Set cleanup options for your application file by doing one of the following:
9. If, in Step 8, you chose to both archive and remove the documents, select one of the following:

Removal options
OptionDescription
Remove archived documents from this applicationThis setting deletes entire documents without changing the content of any documents
Reduce the size of documents in this applicationThis setting streamlines the content of documents instead of deleting them. You can:
    • Remove attachments, leave summary. The summary preserves certain basic fields, for example, in mail, the subject of the message.
    • Remove attachments, leave summary and 40KB. Most mail messages contain less than 40KB of rich text, so this option reduces as few documents as possible.

10. Click OK.

11. Now you can set a schedule for archiving or run archiving manually.

Related topics
Archiving mail messages to free up space