How to use 'Retention Folders' to exclude a folder automatically from File System Archiving.

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Enterprise Vault (EV) has the ability to configure a folder to be excluded from file system archiving. 


One example on how to utilize this feature is outlined below:

Example file system directory structure:-


-Each of the user folders has a sub folder called 'Test', i.e. Users\User1\Test
-The top level “Users” directory is shared.

Implementation Steps to create a FSA Folder policy with archiving rules of  Do Not Archive.

1. Expand Policies then File. Select and right click Folder and select New-Policy.

2. For EV 9.0.2 and above you will be presented with the following screen first:


All previous versions will present the following screen first:

3. Create a Retention Folder Policy. To do this begin by expanding Policies then File. Select Retention Folders, right click and select New-Policy. Under Folder hierarchy, add the folder “Test”.  And apply the FSA Folder Policy from Step 1 to this Retention Folder.
4.Create a FSA Volume Policy with the appropriate archiving rules, shortcuts etc. To do this begin by expanding Policies then File. Select Volume, right click and select New-Policy.
5. Create a FSA target volume called Users under the appropriate server and apply the FSA Volume Policy from step 3. To do this begin by expanding Targets, File Servers, select the appropriate file server, right click and select New-Policy.
 6. Add a folder of \ to the volume created in step 4. When adding the folder in the wizard make sure to apply the Retention Folder Policy created in step 2.

Note: "Apply retention folder policy on sub folders of folder "\" and tick checkbox:- 'Automatically apply retention folder policy on new sub folders as well.' Then click next and select create archive points for sub folders of folder "\". A new archive will be created for each existing sub folder.

Note:When the task is run:
1. The Volume Policy is used to archive everything under User1, User2, User3 etc.
2. The Retention Folder Policy does 2 things:
          a. Creates a folder called 'Test' if it does not exist.
          b. Does not archive anything from this folder based on the FSA Folder Policy settings.

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