2024 Update Rollup 2

Online ArchivingPermanent link for this heading

Fabasoft Folio provides online archiving of objects, contents and versions. On the one hand, rarely used data can be transferred from a production system to an archive system and on the other hand, a revision safe long-term archiving system can be realized.

Archive ContentsPermanent link for this heading

To archive contents of an object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Archive Contents”.
  3. Click “Yes”.

Note:

  • All contents of the object are archived.
  • The contents can only be accessed in read-only mode. Meta data still may be edited based on the access rights.
  • Possibilities for full-text search in archived contents depend on the configuration.

Archive Contents and VersionsPermanent link for this heading

To archive contents and versions of an object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Archive Contents and Versions”.
  3. Click “Yes”.

Note:

  • All contents and versions of the object are archived.
  • The contents can only be accessed in read-only mode. Meta data still may be edited based on the access rights.
  • Archived versions cannot be accessed anymore unless the version is explicitly loaded.
  • Possibilities for full-text search in archived contents depend on the configuration.

Archive an Object CompletelyPermanent link for this heading

To archive an object completely, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Archive Object”.
  3. Click “Yes”.

Note:

  • If an object is completely archived, meta data, contents and versions are archived.
  • In Fabasoft Folio only common meta data (e.g. Name, Created on/at) are visible.
  • The object can only be accessed in read-only mode.
  • Possibilities for search and full-text search depend on the configuration.

Archive a VersionPermanent link for this heading

To archive a version of an object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Archive Version”.
  3. Click on the desired version.

Archive a Copy of a VersionPermanent link for this heading

To archive a version, copy of an object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Archive Version Copy”.
  3. Click on the desired version.

Load an Object From the ArchivePermanent link for this heading

To load an object from the archive, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Load Object”.

Note: The behavior concerning access rights and search possibilities does not change.

Unload an Archived ObjectPermanent link for this heading

To unload an archived object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Unload”.

Restore an Archived ObjectPermanent link for this heading

To restore an archived object, proceed as follows:

  1. Select the desired object.
  2. In the „Archive” menu, click “Restore”.

Note:

  • A new version is started.
  • The archive marker is removed and the object can again be edited and searched.

Search for an Object in the ArchivePermanent link for this heading

To search for an object in the archive the standard search can be used (“Find” action).

Note: Which meta data and contents are taken into account for the search depends on the configuration.