Purge Versions from the History Tab

Purge specific versions of a file from a Vault from the History tab.

Note: You must be assigned the role of Administrator to perform this action. Contact your vault administrator to verify your role. File versions being purged, as well as all related files, must be checked into the vault before purging. Automatically published .dwf files are not directly supported.

  1. Select a file and then click the History tab.

  2. From the History tab, select a file version or versions and then select Edit > Purge.

  3. The Purge Wizard starts at the Restricted File Versions screen. If there are any restrictions on the versions to be purged, the restricted versions are listed as well as the reason for the restrictions.

  4. Click Finish to purge those versions that are not restricted or click Cancel to exit the Purge Wizard.

    If you have been assigned the role of Administrator, you can choose to purge even the versions that are restricted. Turn on Ignore restrictions (Purge unconditionally) and then click Finish to override any purge restrictions. Note that if you are purging versions from history tab, the Ignore restrictions (Purge unconditionally) check box is enabled when a file is labeled or is marked as Controlled by the lifecycle definition.

    Note: Versions that are restricted because they are linked to items in Vault Professional cannot be purged unconditionally when the version is a dependent of a parent file version. The corresponding item must be deleted from the item master before the version can be purged.

  5. The Purge Results screen summarizes the versions that were successfully removed and the versions that were not purged due to vault restrictions.

  6. You can choose to generate a report as an Excel file (.xls) and save it locally or in the vault by performing one of these options:

    • To save the report locally, click Save. On the Save As dialog, navigate to the folder structure where you want to store the file locally. Enter a name for the report and click Save.
    • To save the report in a vault, click Send to Vault to display a list of vault folders. Select the vault in which you want the report saved, enter a name for the report, and click Save.

  7. Click Close.

Parent page: Purging