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An export data management policy creates a copy of the selected conversations and places the data to in a configurable storage/export location. It consists of a (previously created) storage/export target, and a set of filters to choose which conversations should be exported. Policies with the export action do not modify or impact the original conversations in any way. The exported data is not accessible in any way from the system.

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Step 5 - Configure policy-specific settings as follows:

NameDescription
Decrypt Encrypted ConversationsIf a conversation-related files are encrypted, the system can automatically decrypt the files before exporting. Original files remain encrypted.
Export Attachments in IM ConversationsExport file attachments with instant message conversations.
Export Conversations Based on
  • Users: Participant-based export will produce data for each configured user or participant (depending on configuration) which will result to data duplication.
  • Channels/Chats: Conversation-based export will produce data only once for exported conversations avoiding duplications.

Step 6 - Configure Custom Schedule if you want o run the export in a specified time

Step 7 - Configure Filtering Criteria to specify which conversations should be exported by this policy

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