Managing CTERA Archive

CTERA Archive enables organizations to seamlessly move inactive data from primary storage into cost‑efficient Archive Cloud Folders while keeping it accessible by CTERA services and as metadata. Centralized retention policies, quotas, and dedicated archive roles ensure compliant long‑term preservation and controlled restoration of historical data at scale. CTERA Archive is achieved by using secondary storage to store archive data.

An Archive Storage License is required to enable this feature.

Archived data is immutable: It cannot be altered thereby providing reliable data compliance, for legal and historical purposes.

Enabling CTERA Archive

CTERA provides a role, Archive Operator and a permission, Manage Data Archive that you use to manage CTERA Archive settings. The Archive Operator role automatically has the Manage Data Archive permission enabled. You can also set the Manage Data Archive permission for a Read/Write Administrator and Compliance Officer.

To enable CTERA Archive

• Make sure that the administrator has the Manage Data Archive permission enabled.
  For details, see Managing Administrator Users.

Setting up CTERA Archive on a folder

The Archive option can only be defined when initially setting up the cloud drive folder.

To enable archiving for a Cloud Folder

1. Select Global File System > Cloud Drive Folders in the navigation pane.
   The Cloud Drive Folders page is displayed.
   
2. Create a new folder, click New
   The New Cloud Drive Folder page is displayed.
   
   Note

   You can also set up a cloud folder with WORM compliance enabled by clicking New in the Archives tab, in which case the the Folder Type section is not displayed as the Archive option for the Folder Type is set automatically.
   

3. Complete the fields as described in Adding or Editing Cloud Folders without saving the new cloud drive folder.
4. If you are an Archive Operator or either a Compliance Officer or Read/Write Administrator with the Manage Data Archive permission enabled, described in Managing Administrator Users, select the Archive option for the Folder Type.
   The Archive option can only be defined when initially setting up the cloud drive folder.

5. Select the Archive tab.
   
6. Slide Archive on.
   
7. Complete Archive details
   • Retention Mode
     • Enterprise – For the duration of the retention period, users with the Manage Data Archive permission and Allow Permanently Delete Archive Source Previous Versions permission can permanently delete files. This mode is useful when the enterprise does not have external compliance regulations but wants to impose enterprise-wide regulations. In this case, compliance is enforced for everyone in the enterprise except for administrators with the required permission.
     • Compliance – For the duration of the retention period no one can delete or make changes to files in the folder.
   • Retention Period – How long Data Archive compliance is applied.
8. Check the I Understand box.
9. Click Save.

The archive folder is created.

The archive folder is created.

Changing the Archive Details

Unless Archive was enabled when the folder was created in the New Cloud Drive Folder page, archive settings cannot be set for the folder. If Archive was enabled when the folder was created, you can edit the archive settings.

To edit an archive folder:

1. Select Global File System > Cloud Drive Folders in the navigation pane.
   The Cloud Drive Folders page is displayed.
   
2. Click the archive folder to edit.
   The folder page is displayed with the folder name as the page title.
   
3. Edit the folder details.
4. Click the Archive tab.
   
5. Edit the archive details.
   • Retention Mode
     • Enterprise – For the duration of the retention period, users with the Manage Data Archive permission and Allow Permanently Delete Archive Source Previous Versions permission can permanently delete files. This mode is useful when the enterprise does not have external compliance regulations but wants to impose enterprise-wide regulations. In this case, compliance is enforced for everyone in the enterprise except for administrators with the required permission.
     • Compliance – For the duration of the retention period no one can delete or make changes to files in the folder.
   • Retention Period – How long Data Archive compliance is applied.
6. Click Save

The changes only apply to new files added to the cloud folder and not files that are already in the cloud folder