The Export workflow ensures that
entities are copied to a specified location at the end of the retention
period of a phase. Use the export workflow to back up entities, or
to transfer entities to a different system or object store. When you
export a physical or hybrid entity, only the metadata of the entity
is exported. For an electronic entity, both the metadata and content
of the entity are exported.
The Export workflow runs when you initiate
disposition for entities. The Approve step
shows entities that are due for export.
For general information about how to complete this workflow, see
the disposition workflow topic.
Approve export
step
To approve or reject the export of entities:
- Enter your review decision and any comments related to your decision.
- In the Export Destination field, enter
the path to the location where the data is to be exported.
- For physical records, specify a location and verify that the items
were physically moved to their new location before marking them approved.
After you specify the transfer details and complete the workflow,
data is transferred to the specified locations. A transcript file
is generated and referenced in a new Transcript work item. To access
the XML transcript file, open the work item, click the
Expand
Attachment Items icon, and click the name of the transcript
file.