Shortcut Creation

The settings on this page enable you create shortcuts and control when Enterprise Vault creates shortcuts. A policy can have many rules, so you can control shortcut creation for different file types, as required. For example, you can create different rules for Microsoft Word documents and Excel spreadsheets.

Be careful that you do not specify a setting that means shortcuts are never created. If you use a time selection of within the last on the Time and Size tab and choose Create shortcut later on this tab, it is possible that Enterprise Vault never creates the shortcuts.

The conflict can occur because the archiving task processes the files that match the settings on Time and Size tab. If the archiving task does not process the file, the shortcut is not created.

When you select Create shortcut later the file must match both the following at the time you want the shortcut to be created:

Note the following:

Remove Safety Copies Setting

Shortcut Creation Setting

None. Archive and delete file

Create shortcut immediately

Create shortcut later

Immediately after archive

Delete original file

Create shortcut immediately

Create shortcut later

Never

Leave the original file

Leave the original file

Leave the original file

After backup

Delete original file after backup

Create shortcut after backup

Create shortcut later, after backup