About Archiving

Archiving allows you to back up information about messages in the Upland AccuRoute server database to another database. (The archive database should be a SQL database.) Archiving messages on the server has its advantages.

  • You can retain information about messages (and copies of messages if archiving is configured to archive actual messages) even after the cleanup utility runs and deletes old messages from the server.

  • All messages on the server are removed after a particular number of days. This feature is part of the server's cleanup feature. If you do not archive messages before cleanup removes them, you will lose these messages permanently.

  • You can maintain a backup copy of message records (and copies of messages if archiving is configured to archive actual messages) that you can access if you delete messages accidentally.

Archiving requires some setup and configuration. You need to designate a table (in a database) where the Maintenance component will archive data. You can populate this table with the fields you want to record.

Note: When the server stores an inbound message, it does not store the notification message. While this page is included automatically with an inbound message and provides the message recipient with information about the message, the server does not archive it with inbound messages.

Setting up archiving

You can set up archiving by creating an archive database and configuring archiving by using the Maintenance component.

To set up archiving

  1. Create an archive database—this should be a SQL database.

    Use the following guidelines to create a database for archiving.

    1. Use an SQL database.

    2. Add fields to the database so that it can capture information about messages.

    3. The database must include both of the following fields:

      • MessageContents - The MessageContents field stores the archived message in a ZIP file in the database. The field type that you use for this field must be OLE Object for an Access database or IMAGE for a SQL database. The MessageContents field is only required if you are storing the files directly into the database. It is not required if you are storing the documents in a folder share.

      • MessageBodyPath - The MessageBodyPath field stores the network path to the message. The field type that you use for this field must be MEMO so that the information has no length restrictions.

     

  2. Configure archiving in the Maintenance component.

    All messages in the server database are removed after a particular number of days. This feature is part of the server's cleanup feature. If you do not archive messages before cleanup removes them, you will lose these messages permanently. The configure archiving feature is enabled on the server by default.

    To configure archiving

    1. Start the Server Administrator.
      On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.

    2. On the console, expand the Server Administrator tree.

    3. Double-click Components. The Components are listed in the details pane.

    4. Double-click the Maintenance component to open the Properties dialog box.

    5. Click the Archive tab.

    6. In the Configured archive destinations section, select Store in default database and click Properties. The Archive dialog box appears.

    7. In the Type of message to archive section, specify the type of messages you want to archive by selecting from the following options.

      • Successfully sent messages - Select if you want to archive information about messages that the server delivers successfully.

      • Failed sent messages - Select if you want to archive information about messages that the server fails.

      • Inbound Faxes - Select if you want to archive information about inbound faxes received by the server.

      • Composed Messages - Select if you want to archive information about messages that the server composes.

      • Uncomposed Messages - Select if you want to archive information about messages that the AccuRoute Server does not compose.

      • Message must also match expression - select if you want to archive messages that meet specific expressions. Select the Insert button to insert expressions and appropriate system or job properties.
    8. Click Next.

    9. In the Document types to store in archive section, specify the type of documents to archive.

      • ZIP file - Select if you want to archive ZIP files and choose a Compression level.

    10. Click Next.

    11. In the Database section, specify the database and table where messages will be archived. Complete the following steps.

      • Enter the connection string for the SQL database in the Database box. You must provide the connection string for the database before you can select the table.

      • Select the table from the drop-down list.

    12. In the Documents section,  specify where you want to archive copies of the messages by selecting one of the following options:

      • Store in database - Select if you want the server to compress messages into ZIP files and store them as binary data in the database.

      Note: In order to view a message that has been archived in the database, you need an application that can extract and reconstruct the binary data as ZIP files; this type of application is not included with your server software. (If your company requires this type of application and you do not have access to a developer in your company who can create one for this use, contact your Account Manager.)

      • Store in folder - Select if you want to store copies of messages in a folder. Messages will be stored in a ZIP file. Enter the location of the folder you want to use.

      • Select your desired folder organization. The available options are:

        • Store all files in the specified folder - Select to store all files in the folder you specified.

        • Create subfolder by Year - Select if you wish to create subfolders by year under the folder you specified.

        • Create subfolder by Year, Month - Select if you wish to create subfolders by year and month under the folder you specified.

        • Create subfolder by Year, Month, Day - Select if you wish to create subfolders by year, month, and day under the folder you specified.

    13. Click Next.

    14. If Store in database was selected, choose the appropriate columns to populate. All columns are selected by default.

    15. Click Next.
    16. Type a description in the Description of archive box, if necessary.

    17. If you want records of messages to be removed from the server after they have been archived, select Remove archive items after [ ] days, and specify the desired number of days.

    18. Click Finish.

     

See also

About Maintenance Component

Archiving Database Field Names List

About Cleanup