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

Article:TECH64712  |  Created: 2008-01-31  |  Updated: 2011-06-16  |  Article URL http://www.symantec.com/docs/TECH64712
Article Type
Technical Solution

Product(s)

Issue



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:
 


Solution



Example file system directory structure:-

            Users\
                         User1
                         User2
                         User3

-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:

1. Create a FSA Folder policy with archiving rules of  Do Not Archive. To do this begin by expanding Policies then File. Select Folder, right click and select New-Policy.

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

 

All previous versions will present the following screen first:

 
 
 
 
2. 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.
 
 
 
3. 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.
 
 
 
4. 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.
 
 5. 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.

 
 
 
 
 
 This is what happens 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.


Legacy ID



313360


Article URL http://www.symantec.com/docs/TECH64712


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