Description

When eDiscovery (eDP) archives a case, it creates a new backup of the case and then deletes the case from the list of active cases.  This means there are requirements for the backup location since an Archive is essentially a backup that is no longer showing in the user interface.  If the backup location is not configured correctly, the Archive job will fail.  See related documents for details on the backup location requirements.

To archive a case

1. From the All Processing view, click the Cases tab.
2. Select the case you want to archive, and click Archive.
   • Archived cases can be viewed by clicking the Archives tab.

To archive a collection within a case

1. From the All Collections view, click the Collections tab.
2. Select the collection you want to archive, and click on the trash can icon to the right to select Archive and follow the instructions to archive.
   • Archived collections can be viewed by clicking the Archives tab.

Here are some reasons that it would be beneficial to archive a case or a collection

• Free up license for case count (there is a limit of 100 cases per instance of eDP)
• Clean up the list of cases making it possible to bring the case back at a later time
• Prepare to move a case from one eDP server to another
• Release custodians from Collection License limits by archiving a collection