Solar Archive Knowledge Base
  • 👋Welcome
    • Solar Archive's Structure
    • Contacting Support
    • Selling Email Archiving
    • White-label / Private Label
  • ⚡Quick Start
    • 1️⃣Creating a Tenant
    • 2️⃣Setting up Live Email Feed
    • 3️⃣Importing Old Email
    • 4️⃣Creating User Accounts
    • 5️⃣Checking Live Mail Receipts
    • ✅Finished Setup
    • 🆕Automated Onboarding
      • 1️⃣Admin Setup
      • 2️⃣Tenant Setup
      • 🔄Data Import
      • ☑️User Setup
  • 🧑‍🦲Managing Users
    • User Types
    • Creating Local User Accounts
    • Creating Basic User Accounts
    • Creating Data Guardian User Accounts
    • Creating Privileged User Accounts
    • Searching the User Directory
    • Adding a Delegation Link
    • Adding as Delegate
  • 🧙‍♂️Managing Tenants
    • Setting up a T1 Tenant
    • Setting up a T2 Tenant
    • Setting up a T3 Tenant
  • ⚙️Basic Configuration
    • Accessing Admin Options
    • Updating Company Information
    • Configuring Outbound Email Settings and Email Alerts
    • Configuring Global Account Settings
    • Managing Mail Server Connections
    • Configuring LDAP Settings
    • Managing Email Domains
    • Managing Email Addresses
    • Configuring Email Collector
    • Configuring SMTP Service Settings
    • Downloading / Emailing System Logs
    • Managing Exclusion Rules
  • ⚒️Advanced Configuration
    • Enabling Premium SSO
    • Configuring OAuth Connection Settings
    • Configuring Google Workspace OAuth and Service Account
    • Configuring Okta
      • Configuring Okta with SAML
      • Configuring Okta with SSO
    • Configuring Advance Company Settings
    • Setting Retention Period
    • Setting Search Date Limit
    • Setting Report Consolidation Period
    • Setting Case Folder Configuration Limits
    • Configuring Global Settings
    • Configuring SMTP Settings
    • Configuring Web Security Settings
    • Configuring System Alert Settings
    • Managing LDAP Search Filters
    • Viewing Company Summary
    • Managing Date Formats
    • Managing Headers
    • Configuring Error Email Respool Settings
    • Configuring De-Duplicated Email Respool Settings
    • Configuring Excluded Email Respool Settings
    • Configuring Windows File Share Settings
    • Tenant Deletion Procedure
    • Adding Custom Scripts to your Archive
    • Setting up Stubbing
    • OAuth Setup with Solar Archive
  • 🗃️Using the Archive
    • 🔎Search
      • Searching your Archive
      • Saving your Search
      • Sharing your Search
      • Filtering Search Results
      • Search (Classic Interface)
    • 📦Spaces
      • Creating a Space
      • Adding to a Space
      • Sharing a Space
    • 📄Results
      • Downloading a Single Result
      • Downloading Multiple Results
      • Printing Results
      • Result Headers
      • Forward Results
      • Restore Results
      • Saving to Space
      • My Archive
    • ⏳History
      • Saved Searches
      • Recent Search History
  • 🔐Legal Hold
    • Creating a Legal Hold Request
    • Managing Legal Hold Requests
  • 🗑️Authorised Delete
    • Requesting a Deletion
    • Managing Deletion Requests
  • 🏛️Archive Management
    • 🧲Importing Data
      • 📥Mailbox Reader
        • Creating a New Mailbox Reader Import
        • Monitoring Mailbox Reader Imports
      • 🗂️Configuring Folder Replication
        • Getting Started
        • Configuring a new Connection for Folder Replication
        • Monitoring Folder Replication
        • Completion of Folder Replication Process
        • Using Folder Replication
    • 🎨Branding
    • 💰Billing
      • Monitoring Usage
      • Submitting Reports
  • 🔌Outlook Add-in
    • Local Add-in Install
    • Centralised Add-in Install
    • Introduction to the Outlook Add-in
    • Searching via the Outlook Add-in
    • Pinning the Outlook Add-in
    • Continuing your Add-in Search on the Archive Interface
  • 🛰️Release Notes
    • 26-01-2024 (v9.4.4-b69-00)
    • 11-10-2023 (v9.4.4-b52-00)
    • 10-05-2023 (v9.4.4-b52)
    • 06-03-2023 (v9.4.4-b50)
    • 20-01-2023 (v9.4.4-b46)
    • 06-05-2022 (v9.4.4-b29)
    • 28-01-2022 (v9.4.4-b21)
    • 09-12-2021 (v9.4.4-b15)
    • 15-10-2021 (v9.4.4-b14)
    • 05-10-2021 (v9.4.4-b12-00)
    • 30-07-2021 (v9.4.3-b8)
    • 18-05-2021 (v9.4.3-b7)
    • 19-02-2021 (v9.4.3-b1)
    • 04-02-2021 (v9.4.2-b20)
    • 15-01-2021 (v9.4.2-b17)
  • OAuth setup with Office 365
Powered by GitBook
On this page

Was this helpful?

  1. Advanced Configuration

Setting Case Folder Configuration Limits

How to set your archive's Case Folder limits

Please be advised, Case Folder's will soon be deprecated and replaced by "Spaces" which have similar features.

Users can save search results to a Case Folder. Once saved to a case folder, users can comment on emails and apply flags to emails. These saved search results are stored in a database. To help prevent this database from getting too large, there are a few limitations which can be set.

If a folder is deleted by the search user, it is not immediately deleted unless the “Delete Folder on Closure” administration option is selected. And the search user will be able to review each email, setting flags and comments. The Administrator can permanently delete the folder via the Email Management > Folder Management section.

The Case Folder Limits section allows Admins to set a limit on the usage of case folders and restrictions on the number of case folders for different types of users.

  1. Navigate to Adv Configuration > Case Folder Limits.

  2. Enter / Select the required values in the fields. Refer to the table below for field names and descriptions.

  3. Click the Save button.

  4. The case folder configuration settings will be updated successfully.

Field
Description

Maximum case folders for Basic User

Maximum number of case folders allowed for Basic Users.

Message limit for Basic User

Maximum number of messages allowed for Basic Users.

Maximum case folders for Privileged User

Maximum number of case folders allowed for Privileged Users.

Message limit for Privileged User

Maximum number of messages allowed for Privileged Users.

Folder Expiry for Basic User in days

Number of days, for Basic Users, after which the case folders will be deleted.

Folder Expiry for Privileged User in days

Number of days, for Privileged Users, after which the case folders will be deleted.

Delete Case Folder On Closure

Specifies whether or not case folders will be deleted once closed. When the Search User deletes a Folder, then unless the “Delete Folder on Closure” option is selected, the folder will remain in the database. The Administrator is then required to permanently delete the folder via the Email Management -> Folder Management option

Auto Generate Case Folder Names for Privileged user

Specifies whether or not names for case folders, of Privileged Users, will be generated automatically.

PreviousSetting Report Consolidation PeriodNextConfiguring Global Settings

Last updated 2 years ago

Was this helpful?

⚒️