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To edit a custom archive rule:

  1. In the Custom Archive Rules 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.

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You can delete a custom archive rule from the the  Custom Archive Rule workspace.

To delete a custom archive rule:

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Standard ValueShort Month ValueLong Month Value
01JANJanuary
02FEBFebruary
03MARMarch
04APRApril
05MAYMay
06JUNJune
07JULJuly
08AUGAugust
09SEPSeptember
10OCTOctober
11NOVNovember
12DECDecember

Note: The following procedures, Associate Custom Archive Rules with Business Groups and Publish Custom Archive Rules were in the original Custom Archive Rules page under Info Delivery

Custom Archive Rules. It's unclear however whether these procedures are valid under the System Settings→ Custom Archive Rules tab. 

Associate Custom Archive Rules with Business Groups

You can associate custom archive rules with business groups 

To associate custom archive rules with business groups:

  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. Double-click an existing business group, or click Add a New Group to create a new one.
    You see the Adding a New Business Group dialog box.
  4. Click the Custom Archive Rules folder in the Adding a New Business Group dialog box, and click Add.
    You see the Add Custom Archive Rules to Group dialog box.
  5. If no archive rules appear, run a query to search. Double click the archive rules you want to use in the Business Group. The selected archive rules appear in the lower part of the dialog box. Click OK to save your changes.
    The selected Custom Archive Rules are now associated with the current business group.

Publish Custom Archive Rules 

PBT Note: Is this a valid procedure from the Custom Archive Rules tab? When I click on the ellipses I do not see the Business Groups dialog.

You can publish Custom Archive Rules to specific business groups in the Eagle database if PACE is configured to store Custom Archive Rules by business group through System Item #78.

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To publish custom archive rules:

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Click the ellipses button next to the Selected window.
You see the Business Groups dialog box.

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Select the check box next to the business group to publish the archive rule to that business group. If the archive rule is already published, the check box next to that business group is selected. Deselect the check box to restrict the current custom archive rule from that business group.

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