To manage data by using a report:

1. Click the Reports tab. The reports home page displays by default.
2. Select a report type from the left-hand side navigation pane. For example, you might select a Access Details for Paths report. A new tab opens displaying all the recently generated reports of that type.
3. Identify the report you want to use. Review the report to verify that the files that you want to archive are listed along with their paths.
4. From the Select Action drop-down, click Actions. A drop-down menu appears with the following options:

   • Archive - Click to archive the paths listed in the report using Enterprise Vault.

   • Custom Action - Click to execute a custom action.

     Note:

     The name of the Custom Action icon appears as defined in the configuration for the custom action. Up to two custom actions can be configured for data management actions like deleting data or archiving data. For more information on configuring a custom action, refer to the Veritas Data Insight Administrator's Guide

5. If you click the Archive icon, the Archive File dialog box displays. Provide the following information:

   • Retention Policy: Select an option to indicate how long the archived data has to be stored, before it is allowed to be deleted.

   • Post Processing Action: Select an option to indicate how to handle the source data, after the archive operation is complete.

   Click Archive.

6. If you click the Custom Action icon, the Confirm Custom Action Execution dialog-box displays.