MAIL AND ADDRESS BOOK

Creating, editing, and enabling sets of archive criteria
On the Settings panel of the Archive Settings dialog box, you can examine sets of archive criteria provided by your organization and select the set you want to use. The box below the list of sets summarizes the features of each set. If you are archiving mail and your organization allows you to create criteria sets, you may also add or edit them.

If the Archive Settings dialog box is not open, choose File - Database - Properties and click "Archive Settings." Then click Settings.

Tip A single database can have multiple sets of criteria that archive to separate databases. If all the criteria sets archive to the same database, consider carefully how the options for each set interact, because all the criteria will be applied each time you archive.

Click any of these topics:


To check a database's archive criteria

1. Open the database.

2. From the menu, choose File - Database - Properties and click "Archive Settings."

3. Click Settings, and see what set of criteria is selected.

4. Click the set of criteria to see its details, including the name and location of the archive database for each set.

To create or edit a set of archive criteria

For any database (except mail if prohibited by an archive policy), you can create and edit private criteria sets. In mail, criteria sets you can't edit appear with lock icons.

1. Open a database you want to archive (for example, your mail).

2. Choose File - Database - Properties and click "Archive Settings."

3. Click Settings.

4. Do one of the following:

5. See Setting options for a set of archive criteria for details on refining this set of criteria.

6. Select "Enable archiving," and click OK.

7. (Optional) Click Advanced to specify archiving for documents that have responses, and to set up an archive log. The Advanced settings apply to all sets of criteria.

8. Click OK to close the Archive Settings dialog box.

After you create or edit a set of archive criteria, you can return to the Settings page and click Edit to edit the set.

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To enable a set of archive criteria

Notes uses only archive criteria sets that are enabled. If no set is enabled and you ask for a database to be archived, nothing is archived.

1. Select a set of criteria in the list, or click Add to create one if there is no set listed.

2. (Optional) To edit one of your private sets before enabling it, click Edit.

3. Select "Enable archiving" to put the selected set of criteria into effect.

4. Click OK.

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See Also