Configuring ObjectArchive

Any properties you specify in the newly created Volume List must also be specified in the Active Volume List.

Note: A license is required for this feature.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator.
2. Expand the Server Administrator and right-click Volume Lists from the drop-down menu. The New Volume List page opens.
3. Select the destination from one of these options:
   • ObjectArchive
   • FileShare
   • NetDocuments
   • SharePoint
4. In the Name box, enter an appropriate name.
5. In the Folder box, the path to the list is listed by default. If you want to change the default path, make the necessary change.

Note: By default 4 GB is allocated for OaVolumes. If the space is less than 4 GB, messages will fail. You can manually configure the value to be greater or equal to 4GB

6. Next, click Indexing tab to open the Indexing page.
7. In the Properties to Index section, click Add to open the Index Properties page.
8. Select from the Property drop box the message properties for indexing. Depending on your environment, some message properties should always be indexed.
9. Click OK to close the Index Properties page.
10. Click OK to close the New Volume List page.

1. In the Server Administrator, select Configuration > Groups.
2. Double click on the group you want to modify (alternatively you may right-click on the group and select Properties). The Group Properties dialog box appears.
3. Select Clients > Volume Lists.
4. If necessary, select Enable searching the following Volume Lists for members of this Group.
5. Select the appropriate Volume List(s) for the group.
6. Click OK to save the changes.

The selected Volume Lists appear in Archive Search for users that belong to the group.

1. In the Server Administrator, select Configuration > Groups.
2. Double-click on the group you want to modify (alternatively you may right-click on the group and select Properties). The Group Properties dialog box appears.
3. Select Clients > Volume Lists.
4. Select the Volume List to modify.

5. Click Properties. The Volume List Properties dialog box appears.

6. Select the Searching tab.

7. Click Add. The Select Job Property dialog box appears.

8. Select the Job Property to allow searching for.

9. Click OK.
10. Repeat steps 7-9 for any additional Job Properties to search by.
11. Click OK to save the changes to the Volume Lists searching configuration.
12. Click OK to save the changes to the group.

The configured job properties are available in the Archive Search > search fields for users that belong to the group.

You can configure which columns are displayed in the Volume List results list.

1. In the Server Administrator, select Configuration > Groups.
2. Double-click on the group you want to modify (alternatively you may right-click on the group and select Properties). The Group Properties dialog box appears.
3. Select Clients > Volume Lists.
4. Select the Volume List to modify.
5. Click Properties. The Volume Lists Properties dialog box appears.
6. Select the Searching tab.
7. Go to the Display the following Job Properties in the result list section.
8. Click Add. The Select Job Property dialog box appears.
9. Select the Job Property to allow searching for.
10. Click OK.
11. Repeat steps 7-9 for any additional Job Properties to search by.
12. Click OK to save the changes to the Volume Lists searching configuration.
13. Click OK to save the changes to the group.

The configured job properties are available in the Archive Search results lists for users that belong to the group.

1. In the Server Administrator, select Configuration > Job Properties.
2. Double click to open the job property.
3. Select the Indexing tab.
4. Select the Volume List.
5. Click OK.

In order to configure the server to route to Volume Lists, create the ObjectArchive connector.

1. On the Start menu, click Upland AccuRoute > Upland AccuRoute Server Administrator..
2. Expand the Server Administrator tree and right-click Connectors.
3. Select New Upland AccuRoute Server connector for > Volume List.
4. Click Next. The Server Address page opens.
5. Click Next. The Display Name page opens.
6. In the Name box, enter OBJECTARCHIVE.
7. Click Next. The Select Volume List page opens.
8. Select the Volume List from the list and click Next and then Finish.

Volume List configuration is complete and the Volume list connector is listed in the Connectors details pane. Users can use this connector to route documents for archiving.

1. Click Start > All Programs > Control Panel > Add/Remove Programs.
2. Select the Upland AccuRoute Server and click Change. You are prompted to confirm that you want to delete the selection.

Note: Always select Change and not the Remove option. This is specially relevant if you have other components installed on your system. If you select the Remove option, it will remove all components and not just ObjectArchive.

3. Click Yes to continue.