Archive Setup

Archive Setup

Archiving is part of the project life cycle, and can be performed at any time, whatever the project status is. Data of existing projects is stored in a separate database either to backup a project or to archive completed projects.

It requires one to create an 'Archive' setup document in each 'Projects' module/database.

To create an 'Archive' setup document:

  1. Open the 'Setup & Administration' console of the concerned Project database/Module.

  2. In the Setup tab,  General view, click the Create menu and select Archive setup.

  3. Fill in the Archive setup document.

  4. Save the document.

  5. Only one 'Archive' setup document can be created per Projects database/module.

 

Global Archiving

It is possible to proceed with a global archiving of a 'Projects' database:

  1. Open the Setup & Administration console of the concerned Project database/Module.

  2. Open the Archive setup document.

  3. Click the Actions menu  and select Archive all the projects.

  4. This will copy all the projects in the database to the Archive database. But no project will be removed from the Projects database.

 

Archiving a Project

A project can be archived at any time.  Once a project is archived, it can be restored at any time. See the principles of the Archiving process for more information.

To archive a project:

  1. Open the project description.

  2. Click the Actions menu and select Archive.



  3. A dialog box will open asking if you would like to delete the original project after it has been archived.




  4. Make your choice and click OK to archive.

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