Moving inactive or defunct drawers to a secondary data location
Marking FileCabinet CS drawer data as inactive or defunct and moving them to a secondary data location allows you to remove it from your active drawer list and maintain the retention of the data.
By default, all existing drawers and any new drawers are automatically assigned a status of
Active
.Sorting drawers
To mark drawers as inactive or defunct, assign a drawer status for multiple drawers at the same time. Once the drawer status has been updated you can filter by Inactive and defunct drawers instead of picking individual drawers to move..
Creating a new data location
- Create the secondary data location folder structure in Windows Explorer. Go to the location in which you want to store these drawers and create a folder for the data to reside.
- In FileCabinet CS, go to and chooseAdd/Modify Data Locations.
- ChooseStandardformat and selectNext.
- Select theEnter Pathbutton and navigate to the folder you created previously.
- Give the new data location and appropriateAliasname
note
You can check the box
>Open Copy Drawers dialog after adding new data location
to automatically open the copy drawers dialog.Copying drawers to the new data location
- Choose .
- Select the new Inactive Drawers data location as the destination location.
- On the bottom left, in theFocusarea, you can unmark theActivecheckbox to only show drawers marked as Inactive or Defunct.
- SelectSelect Allto prepare these drawers for the new location.
- Mark theAutomatically create folderscheckbox
- You may also markEnable application lock during the copy process, making all other users exit FileCabinet CS and integrated applications.noteMarking this option requires everyone in the network to exit all CS Professional Suite and Microsoft Office applications while these drawers are being copied.
- ChooseCopy.
Removing data from the old data location
Once complete, FileCabinet CS will alert you that the data was copied and not moved. The drawers you have copied are still in the Active data location and will need to be deleted manually through the
Delete Drawers
dialog.Make sure to focus down to Inactive and Defunct drawers before doing this.
We recommend backing up your data and consulting your qualified IT professional before deleting drawer information.
Your Inactive Drawers data location will now be available to choose from the data location drop-down above the search field on the
Drawer list
window.
