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Applies To Version(s): 4


Overview


The purpose of the Archiving tool is mainly to maintain site and page performance; a large amount of items on a list may cause a page to render increasingly slower.

  • The tool is accessed from the Setting Page under Permissions and Management. 
  • The archiving process can take a long time, especially with big lists, so we recommend that you archive after hours or on weekend if possible.
  • Archived data is moved to a new list and the name of the list is appended with [Archive] – [Name of list] – [start date] – [end date]


How-to


  1. Access List Settings for the list you wish to archive ( List tab  >  Settings Column)
  2. Select Archive List under Permissions and Management
  3. Select which list field to sort the archive by
  4. Select the start and end date to be archived
  5. To have the archived data removed from the current list select the "Delete entries" checkbox
  6. Select Submit
  7. As the archive is running select Refresh to see the progress.
  8. The archived list will be found in the List and Libraries section of the Site Administration under Lists/Forms with the name [Archive] – [Name of list] – [start date] – [end date]




Best Practice

  • Use "My Reminders" to set alerts for when a list is due to be archived.
  • Archive Lists after hour or on weekends to reduce the load on the system.

Access Previously Archived Lists


Click Path: Site Administration > View All Lists and Libraries > Archive >


How to delete an archived list


Click Path: Site Administration > View All Lists and Libraries > Archive > Select Menu - Delete Item

Recommended Settings when archiving - If list contains a large number of items we recommend limiting the Start and End date to have under 50,000 items. 

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