Enterprise Vault™ Setting up File System Archiving (FSA)

Note the following when you create archiving rules in FSA's volume policies and folder policies:

• An archiving rule is applied to a file when all the criteria match. You may find that some files that you expect to be matched by a rule are not matched because, for example, the attributes are not matched exactly.

• Do not apply too many rules in a policy. This makes it easier to apply the same policy to multiple volumes or folders. Also, by keeping it simple, you are less likely to get results you do not expect.

• You can use File Groups to simplify rule creation. A file group enables you to specify several different file types to that are to be treated together for the purposes of file archiving.

  For example, you could create a file group called "webpages" and within it have the file types *.htm, *.html, and *.gif. Within a File System Archiving policy you could then define a rule that applied to "webpages".

  File Groups are in the "File Groups" Administration Console container, under the "File" policies container.

• If appropriate, you can add rules to prevent the archiving of specific files.

  See About excluding specific Mac and Windows file types from archiving.

• The Remove safety copies setting for the vault store may temporarily prevent Enterprise Vault from creating shortcuts.

  See FSA shortcut creation options.

• When you have set up File System Archiving for a volume or folder, perform an archive run in Report Mode and then check the report to make sure that the rules are matching the files you expect.