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How to Exclude Workspaces from Archival Policies

In this article, learn how to exclude workspaces from archival individually and in bulk

    There may be workspaces that you do not want to be subject to a Archival policy. In Orchestry, you can ensure that certain workspaces are not subject to archival.

    A few examples of such workspace are:


    Intranet Sites: You don't want to ever archive your Intranet as want these sites to live in perpetuity.
    Organizational Teams: Teams that are organizational-wide should be kept as the audience of the Team is so large
    Historical Content: Workspace that might not be actively used but required to exist should be kept.
    Department Workspaces: Workspaces for organizational departments are often designed to be permanent

    How to Exclude Individual Workspaces from Archival

    To exclude an individual workspace:

    1. Open the Workspace Details page of a given workspace
    2. Click on the EDIT button for the Archival policy
    3. Set the 'Exclude Workspace Review from Archivals' toggle to YES

    Your changes will be saved automatically.

     

    KB-LM-archivals1

    How to Exclude Individual Workspaces from Archival in Bulk

    Step #1: Select multiple workspaces to assign a policy to

    1. Navigate to the workspace 'Reports' page
    2. Click the checkbox for the workspaces you wish to assign a policy to
    3. Click Assign > Workspace Archival
    4. Once selected press the 'Assign Policy' button to bring up the dialogue window

    KB-LM-bulkarchive1

    Step #2: Assign a policy to each selected workspace

    In the 'Assign policies to Workspaces' dialogue window:

    1. Set the 'Excluded from Archivals' toggle to YES for all selected workspaces
    2. Click the "Assign Policies to X workspaces" button to SAVE your changes

    KB-LM-bulkarchive3

    How to View Workspaces Excluded from Archival

    Orchestry has a built-in report to help you quickly find all workspaces that are excluded from archival.

     

    KB-LM-bulkarchive2

    To locate the report:

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