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  1. In System Management Center, in the left navigation pane click System Settings and then click External Connections.
    You see the External Connections workspace.
  2. Click the Custom Archive Rules tab.
    You see the Custom Archive workspace displaying a list of custom archive rules.
  3. Select a rule and from the right-click menu, select New.
    You see the Create Archive Rule window.
  4. Enter a Description for the new archive rule.
  5. Select the Root Directory by clicking on the  to browse and select for the root directory. 
  6. Select a Directory Rule and File Rule from the Available column and click the arrows to move it into the Selected column. Repeat this process to select additional rules. In the Selected column, you can arrange the order of the rules by clicking the up and down arrows.
  7. Click Save.
    The newly created rule displays in the Custom Archive rules workspace. 

Date Formatting Fields

Custom Archive Rules include options for date formatting. The Report Effective Date and Run Date values have options for their Month portion. Both values have Short, Long, and Standard Month value formatting.

Standard Month yields a numeric month value. Short Month yields a three alphabetic character month value, such as JAN for January, and Long Month yields the full-length character value for the month.


Edit a Custom Archive Rule 

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  1. In the Custom Archive workspace, select the archive rule you wan to edit and then select Edit from the right-click menu.
    You see the Edit Archive window.
  2. Click the Custom Archive Rules tab.
  3. Update the Description, Root Directory, Directory Rule, or File Rule as needed.
  4. Click Save when you have completed your edits.

Date Formatting Fields

Custom Archive Rules include options for date formatting. The Report Effective Date and Run Date values have options for their Month portion. Both values have Short, Long, and Standard Month value formatting.

Standard Month yields a numeric month value. Short Month yields a three alphabetic character month value, such as JAN for January, and Long Month yields the full-length character value for the month.