Creating a Cold Storage Schema

To create a cold storage schema:

  1. In the left pane of the Administration tool, right-click Cold Storage Schemas and select New Cold Storage Schema.
  2. In the Cold Storage Schema dialog box, enter a Schema name.
  3. Select the archive server on which to run the schema.

    If the vault is replicated to multiple archive servers, they are listed.

  4. Under Cold storage method:
    1. Choose whether to delete or move older versions from the file archives:
      • Delete archive files. Deletes files in the vault and records the deletion in the vault history.
        The deletion cannot be undone. Ensure that you back up the archive before deletion.
      • Move archive files to folder. Moves older versions of files outside the archive.
    2. Enter a folder name by combining path components, for example, c:\ColdStore, and variable components available when you click >.

      For example: c:\ColdStore\Year (2) Month (2) Counter-04

      When the cold storage schema triggers, the folder path specified is used.

    3. Enter a media name, which is a subdirectory in which to move instances of cold storage. Use path components and variable components available when you click >.
      Use the Counter variables to ensure uniqueness.
      When the cold storage schema triggers, a folder with the media name is created in the specified path. The media name is included in the file history.
  5. Under Versions, select the number of versions to keep on the server for each file archive. For example, enter 5 to keep the five most recent versions of a file and to discard or move older versions.
  6. Select the folders for the cold storage schema. Subfolders are always processed, so you need not select them. By default, the entire vault is selected. Use the Add and Remove buttons to specify folders.
  7. Set up the schedule, either by selecting an interval from Predefined interval or by selecting User defined schedule.

    To specify a user-defined schedule, enter a value in Interval string.

    The schedule has the format: Minute Hour Weekday where:

    Minute Use numerals 0 through 59.
    Hour Use numerals 0 through 23, where 0 is midnight.
    Weekday Use numerals 1 through 7, where 1 is Monday.

    Separate sections with a space. Sections can contain a single number, a range (1-7), or a list (0,15,30,45). An asterisk represents the entire range. For example:

    0 0 * Run every day at midnight.
    0 2 1-5 Run every Monday through Friday at 2 a.m.
    0 * * Run every hour on the hour every day.
    0 */2 * Run every other hour every day.
    0,15,30,45 * * Run every 15 minutes every day.
    0,30 * 1-5 Run every half hour Monday through Friday.
    0 6-18 1-5 Run every hour between 6 a.m. and 6 p.m. Monday through Friday.

    The time is local to the server.

  8. Click OK to save the schema.
  9. Stop and restart the archive server service:
    1. From the Control Panel, click Systems and Security > Administrative Tools > Services .
    2. In the Services dialog box, right click SOLIDWORKS PDM Archive Server and click Stop.
    3. Right-click SOLIDWORKS PDM Archive Server again and click Start.