Create a retention policy

If you wish to fully implement the data archive feature, you need to set the retention policy, and assign a retention period to that retention policy. During that period, the selected records will be stored in the system, but as soon as it expires, the records will be automatically archived. The archived records can be downloaded in the XSL or the CSV format, and stored for later use, while not taking too much space in the environment.

  1. Click the Lightbulb button, enter Retention Policies, and choose the related link.
  2. Choose the data that is going to be archived when the specified retention period expires, and open its Retention Policy Card.
  3. Specify the Retention Period in the Retention Policy section.