Add the Archive step to your offboarding workflow

Archive is not a manual feature. There is no Archive button within CloudM Automate that will start the archiving process for a user. Instead, the Archive process is run as a step within an offboarding workflow (and will only be visible to users with required permissions on a domain with Archive enabled). 

The following instructions assume that the Archive step will be added to an existing offboarding workflow. Please refer to the Offboarding Workflows article on our Knowledge Base for more information on other steps that can be added. To add the Archive step to an offboarding workflow:

  1. Sign into CloudM Automate.
  2. Click on Automate > Offboarding Workflow
  3. Select the Root Organizational Unit (listed at the top of the list and denoted with an office block icon) or a child OU listed below the Root OU
    • If you want to apply the Archive step to a Smart Team, select the Smart Team tab and click on the required Smart Team.
  4. All child Organizational Units will automatically inherit the policy set from for the Parent Organizational Unit unless you set an explicit Offboarding Policy.
  5. Where the Organizational Unit is not the Root, select Explicitly set Offboarding Policy to edit the process for the selected Organizational Unit.
    • If you have selected a Smart Team, ensure that the workflow is set to Enable so that the policy will take precedence over the user’s Organizational Unit policy.
  6. Select Add Offboarding Step.
  7. Navigate to the Archive step and select the checkbox.
  8. Use the drop down menu for the Archive to bucket field to specify the storage bucket that the data for members of this group will be archived to.
    • Selecting Default will archive the user's data to the bucket that you have specified as the default in the Archive section when the Archive step is executed.
  9. Select whether to archive emails and / or drive documents by selecting the checkbox against the relevant setting. Email and Drive are selected by default.
    • Emails Query - The query is set to include All emails by default. You can set the query to only include emails with a specific search operator value.
    • Documents Query - The query is set to include All documents by default. You can set the query to only include documents in a specific folder.
  10. Select Add To Workflow.
  11. The Archive step will now appear in the workflow.
  12. Select Save Rules to confirm any changes.


To configure Archive Vault and add the Archive Vault step to your offboarding workflow, please refer to this article.

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