Purge Versions from the Main View

Purge file versions from a vault from the main client view.

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 or files and then select Purge from the Edit menu.

    Or

    Right-click a file, and then select Purge.

  2. The Purge wizard lists the file or files that were selected from the main pane. Click Add Files to include other files from the vault.

    To exclude a file from being purged, select it from the list and then click Remove.

  3. The parents and children of a selected file can be included in the purge. Right-click on a file in the list and select Add Parents or Add Children to include the related files.

  4. Click Next.

  5. Click Purge versions not controlled by Lifecycles if you want to purge versions not defined by revision and lifecycle rules. This action enables the Specify the version selection criteria box.

    Specify the version selection criteria

    • In the Specify the version selection criteria box, turn on the check box next to each of the selection rules to determine the data to be purged:

      Versions except latest

      Specify how many file versions to leave in the vault.

      Versions older than days

      Specify how old the files to purge should be.

      Exclude versions where comment contains:

      Enter a text string contained within the Comments field of the files in the vault. Any files containing this string will be excluded from the purge process.

      This option is only available if any of the above checkboxes are selected.

      Enter an asterisk (*) in the Comments field. Any file version which has a comment will be excluded from the purge.

      Note: This asterisk (*) workflow is supported only for 'Versions not controlled by Lifecycles.’

  6. Click Next.

  7. If there are any restrictions on the versions to be purged, the restricted versions are listed as well as the reason for the restrictions. Click Finish to purge those versions that are not restricted or click Cancel to exit the Purge wizard.

    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.

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

  9. 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.

  10. Click Close.

Parent page: Purging