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This article describes the Copy Media data management policy. The Copy Media policy has two modes:

  • Dual Archiving: the policy creates a copy of the media files on the new storage target and links them as second copies in the database. We recommend using this option to duplicate the media files on another storage target for dual archiving. For more information, see Resilient storage and archiving.
  • Copy and Forget: the policy creates a copy of the media files on the new storage target and rewrites the link in the database to the new storage target. The original copy is left intact. We recommend using this option when the original copy is under retention on a WORM storage and the files have to be moved to a new storage location. This means that the system will no longer manage the original copies and will not apply any policies including data retention or offer playback and download.

You can define a storage target (previously created) to copy the media files to and a set of filters to specify which conversations should this policy be executed on.

To create a Copy Media policy, follow the steps below:

Step 1 - Create a Storage target for your policy

Step 2 - Follow the generic policy creation steps described on the following page: Data management policies

Step 3 - Select Copy Media as the action

Step 4 - Select the Mode to define if the Dual Archiving or Copy and Forget mode should be used for the policy

Step 5 - If the Copy and Forget mode selected, the Which Copy of Dual Archived Records Should be Processed option defines if the First or Second copy should be copied if the record is already dual archived.

Step 6 - Select the Destination Storage Target you created from the list 

Step 7 - Select the filters to specify which conversations should be copied by this policy

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