Creating an Archive Definition

Before archiving data, you must create an archive definition file that contains your selection criteria.

1. From the appropriate area of The Desk, select Archive.

   The system displays the Archive Manager.

2. Expand the Archive tree.
   Note: This is necessary to create a new archive definition.
3. Depending on what type of archive definition you want to create, right-click Definitions under EDI, Mailbox, or External Data, and select New.

   The system displays the EDI Archive Definition Dialog Box, the Mailbox Archive Definition Dialog Box, or the External Data Archive Definition Dialog Box.

4. In the Name box, type the name of the archive definition.
5. To remove the data from the system after archiving it, select Delete Data After Archive.
   Note: You can specify a wait timer for the archive process to delay the delete action. See Archive Preferences Dialog Box for details.
6. Click Add.

   The system displays the appropriate Selection Criteria dialog box.

7. Complete the appropriate parameters.

   See the following for more information:

   • Interchange Selection Criteria Dialog Box
   • Mailbox Selection Criteria Dialog Box
   • External Data Selection Criteria Dialog Box

   Note: All elements on the Selection Criteria dialog boxes are automatically set to the defaults, which results in the archival of all data.
8. Click Save.

   The system exits the Selection Criteria dialog box.

   To create additional archive criteria, repeat Steps 6 through 8.

9. Click Save on the appropriate Archive Definition dialog box.

   The system creates an archive definition file that contains the archive parameters. The definition file is stored with an .ARD extension.

10. To edit the archive criteria, select the item on the appropriate Archive Definition dialog box and click Edit.
11. To delete archive criteria, select the item on the appropriate Archive Definition dialog box and click Delete.