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Enterprise Vault™ Introduction and Planning

Last Published: 2021-12-06

Product(s): Enterprise Vault (14.2)

About setting up File System Archiving

Very briefly, setting up File System Archiving involves the following tasks:

Preparing the file server as necessary, and then adding it as a target file server. You must install the Enterprise Vault FSA Agent on a Windows file server on which you want to leave placeholder shortcuts, or collect data for FSA Reporting.
Creating volume policies to define how and what to archive from target volumes. Optionally you can also create folder policies, to override the volume policies for specific target folders.
Adding the target volumes, and assigning the volume policies.
Adding target folders, and assigning the parent volume policy or a folder policy. You can define an archive point for each folder that you want to associate with a separate archive. A folder with an archive point forms the top of an archive. Files from the folder and its subfolders are stored in the same archive.
Configuring other features as required, such as retention folders, and FSA Reporting.
Configuring the File System Archiving tasks to schedule archiving and associated activities, and to determine the mode in which the archiving is to run.

Table: Controlling File System Archiving from the Administration Console shows the properties of the Enterprise Vault Administration Console containers that you can use to control File System Archiving.

Table: Controlling File System Archiving from the Administration Console

Item	Properties
Target file server (under Targets\File Servers)	Whether to archive the file server. Configuration settings for pass-through recall for placeholder shortcuts. Configuration settings for deletion of archived files on placeholder deletion. Configuration settings for FSA Reporting.
Target Volume (under Targets\File Servers\<server>)	Whether to archive the volume. The File System Archiving task that is to process the volume. The File System Archiving policy to apply when processing the volume. For NTFS volumes, whether to enable pass-through recall for placeholder shortcuts on this volume. A target volume is processed according to the File System Archiving task schedule, but can be processed manually by using the Run Now option.
Target Folder (under Targets\File Servers\<server>\<volume>)	Whether to archive the folder. Whether to archive the subfolders of the folder. The FSA policy to apply when processing the folder. The location of archive points, which mark a folder that forms the top of an archive.
Volume policy (under Policies\File)	Each target volume is assigned a volume policy, which defines the following: For NTFS volumes, whether to use quotas. The type of shortcut to leave, if the archiving rules specify that a shortcut is to be created. For placeholder shortcuts: Whether to delete archived files on placeholder deletion. Whether to delete placeholders for the items that are deleted from archives. The retention category or retention plan to use for archived files. The archiving rules to apply. These rules determine which files to archive, and when to create shortcuts. Whether to archive files that have explicit permissions, and files that are under Dynamic Access Control. These files are subject to a change in permissions when archived.
Folder policy (under Policies\File)	Folder policies are optional. Use them when you want to override the volume policy for specific folders. A folder policy defines the following: The type of shortcut to leave, if the archiving rules specify that a shortcut is to be created. For placeholder shortcuts: Whether to delete archived files on placeholder deletion. Whether to delete placeholders for the items that are deleted from archives. The retention category or retention plan to use for archived files. The archiving rules to apply. These rules determine which files to archive, and when to create shortcuts. Whether to archive files that have explicit permissions, and files that are under Dynamic Access Control. These files are subject to a change in permissions when archived.
File System Archiving Task (under Enterprise Vault Servers\<server>\Tasks)	Processes target volumes and folders. The task properties define the following: Whether to run in report mode or normal mode. Schedule settings, including the option for Run Now. Settings to control generation of normal and pruning reports. Synchronization schedule. Pruning options and schedule.