Archiving

Archiving documents

The Archive feature allows you to move older, unused documents from DT FileCabinet to another location, such as a network drive. Archived documents are deleted from the associated DT FileCabinet data location. You can view or restore archived documents at any time.
note
  • You can back up documents without deleting them from the current DT FileCabinet data location.
  • After you start the archive process, you must allow it to run in its entirety.
  • If a document is associated with multiple folders and one or more of those folders meets the criteria for the archive, the document will be archived even if it is associated with a folder that does not meet the archive criteria.
  1. This process will lock out all other DT FileCabinet users. Verify that no other users are running DT FileCabinet.
  2. If necessary, specify the media type and maximum size for the archive.
  3. Choose File > Archive.
  4. Select the
    Create archive
     option.
  5. Select the appropriate options to append the archive to an existing volume or to begin a new archive.
  6. Locate the existing volume or enter information into the available fields, as needed and click the Continue button.
  7. Select the items to include in the archive using the available options. For more information on these options, press F1.
  8. Select the Continue button.
  9. In the left pane, highlight the drawers to be archived and click the Select button to move them to the right pane. For more information on the buttons and controls in this dialog, press F1.
  10. Verify that the correct archive location appears in the
    Archive location
     field and click the Modify button to designate the correct location, if necessary.
    note
    If you run DT FileCabinet in DT Virtual Office, verify that the archive location is W:\Cabinet_Archive.
  11. Select the Archive button.
note
Allow the archive process to run in its entirety. After the documents for each drawer have been archived to the specified location, the data is deleted from the DT FileCabinet data location and stored only in the archive data location. We recommend that you compact all of your drawers after the archive process is complete. This will maximize the available space in your current data location and will also improve performance.
note
  • To protect drawer data, DT FileCabinet limits application access to a single user during the archiving process.
  • If all of the documents for a drawer meet the criteria for an archive, the drawer will not be deleted. It will remain in the Drawer list and will contain the Volume icon.
  • Archived documents are read-only documents.
  • Automatic data backups are not archived.

This article applies to:

  • Product: DT FileCabinet