Archer Data Retention Manager Tool & Utility – Archer Community

Efficiently manage and archive Archer records
by Archer Technologies, LLC

Overview

The Archer Data Retention Manager Tool & Utility simplifies record retention and automates data archival by leveraging Archer reports configured by administrators. Once a report is selected, the tool identifies outdated records, exports associated data and attachments, and removes them from the Archer environment—ensuring your system stays clean, efficient, and compliant.

Benefits

Eliminates manual effort by automating the identification, export, and removal of outdated Archer records—saving administrators valuable time.
Reduces storage costs and improves system responsiveness by regularly cleaning up data from the Archer environment.
Gives administrators full control over what gets archived by using Archer reports to define retention criteria.
Supports adherence to organizational and regulatory data retention policies through scheduled, rule-based archival jobs.

Key Features

Enables scheduled jobs to identify, export, and delete outdated records, reducing manual effort and improving consistency.
Provides customizable settings for authentication, job parameters, and retention rules to align with organizational policies.
Uses Archer reports with custom filters to define which records meet retention criteria, offering precise control over archival scope.
Automatically includes associated file attachments during the export process for complete data retention.

System & Licensing Information

Please Note: Certain offerings may have prerequisites and licensing requirements. Please refer to the Archer Help Center documentation for system requirements, licensing details, and supported Archer platforms and environments.

How to obtain this offering?

Contact your Archer Sales Representative to purchase the offering.

After purchasing this offering, open an Archer Support case through the Archer Community to obtain the installation package.

Resources

Support

For technical support questions regarding Archer Exchange offerings, please open an Archer support case.

About Archer Exchange

Leverage the Archer Exchange to expand the use of Archer solutions into new business processes and address specific industry, geographic, regulatory, or technical requirements. To learn more or to see what other offerings are available, visit the Archer Exchange page on the Archer Community.