Arctera Insight Information Governance Administrator's Guide

To configure the data retention period

1. Click Settings > Data Retention.
2. On the Data Retention page, click Edit.
3. Enter the following information:

   Purge workflows data automatically	Use the Purge workflows data automatically option to delete workflow records that are older than the configured age for purging to comply with your organization's data retention policy. Do the following: Check the box to enable automatic purging of historical workflow records from Information Governance. Enter the age of the workflow data that you want to retain so that the workflow data older than that will be purged (deleted). Note: Workflow retention period is calculated from the workflow end date and not from the workflow completion date.
   Purge report outputs automatically	Use the setting to delete old copies of reports to free up storage space on the Management Server. Unless you configure this global setting or the per report setting to preserve only a certain number of reports, Information Governance keeps unlimited copies of report outputs in its database. Select one or both options: Purge older report outputs if count exceeds - Enter a value that denotes the number of report outputs that you want to retain. Note: The number of reports to be preserved is also specified when configuring reports. The local setting for a report specified in the Maximum reports to preserve field takes precedence over the global count-based setting configured here. If you have not configured any local setting then Information Governance uses the global setting. Purge report data older than <number of months> - Enter the duration (in months). You can choose to purge reports that are older than the configured time period. Note: If both, the local and the global settings are configured, then the global time-based option takes precedence for purging, and then the local count-based setting is considered.
   Archive access data automatically	Do the following: Check the box to enable archiving of file system, SharePoint, object storage source, or cloud source events. Enter the age of the data (in months) after which the data must be archived. Enter the path of the archive folder. In case, you want to archive access data immediately, execute the following command on the Indexer node: INSTALL_DIR/bin/configcli execute_job DataRetentionJob
   Purge access data automatically	Check the box to enable purging of file system, SharePoint, object storage source, or cloud source access events, and enter the age of the data (in months) after which the data must be deleted.
   Purge Information Governance system events automatically	Check the box to enable purging of Information Governance system events, and enter the age of the data (in months) after which the data must be deleted. Information Governance system events are displayed on the Settings > Events page.
   Purge alerts automatically	Check the box to enable purging of alerts, and enter the age of the alerts (in months) after which they must be deleted.
   Purge classification requests	Check the box to delete all classification requests completed before the specified number of months.
   Automatically purge data for deleted shares or site collections	Check the box to enable purging of data pertaining to deleted shares. This option is enabled by default. If you clear the check box, the index data for the share or site collection remains on the disk until the global archive or purge takes place. Thus, if you decide to decommission a filer, or site collection, the data continues to be available for reporting.

4. Click Save.
5. In case, you want to purge workflows or audit data immediately, execute the following command on Management Server:

   INSTALL_DIR/bin/configcli execute_job DataRetentionJob