Adding the FSA target and assigning a Retention Folder policy and archive points

You can now add the FSA target on which to create the retention folders, assign the Retention Folder policy, and specify where to create archive points.

To create an FSA target for a Retention Folder policy

  1. In the Administration Console, expand the site and click Targets > File server.

  2. Right-click the volume that contains the folder you want to use as the target for the retention folders, and select New > Folder to start the New Folder wizard.

  3. Specify the location of the target folder.

  4. Select the Retention Folder policy to apply.

  5. Select where the Retention Folder policy is to be applied, as follows:

    • To the top-level target folder.

    • To sub-folders of the target folder. If you choose this option you can select whether to apply the policy to any new folders that get added to the target folder.

  6. Select whether to create archive points and, if so, where. You can select from the following options:

    • Create no archive point. The target folder and it subfolders use the same archive as the parent folder. If the target folder is a root folder then there is no parent folder, so the target folder and its subfolders are not archived.

    • Create an archive point on the target folder. The target folder and its subfolders use the same archive.

    • If you chose to apply the retention folder policy on the subfolders of the target folder, you can choose to create a separate archive point on every subfolder of the target folder.

    If you choose to create any archive points, you can define the properties of the resultant archive by clicking Properties.

  7. Click Finish to complete the wizard.

    After you have assigned a Retention Folder policy to an FSA target, the folder hierarchy is not created on the file server immediately. It is created when the FSA archiving task next runs.

To change the Retention Folder policy for an existing target folder

  1. In the Administration Console, expand the site and click Targets > File server.

  2. Expand the relevant file server and select the volume that contains the target folder.

  3. Right-click the target folder whose retention folder policy you want to change, and select Properties.

  4. On the File Server Properties dialog, click Change.

  5. On the Choose Policy dialog, select the required Retention Folder policy.

    You cannot specify a standard folder policy on an FSA target folder for which you have previously specified a Retention Folder policy.