How to configure MetaShare Orbit

The first step in configuring MetaShare Orbit is to click on the settings icon, on the top-right-corner of the app:

On the general settings page you can first verify that you are in the right tenant, by checking the tenant’s information. You also see the status of the app:

If you want to change the state of the app, just click on the “Edit” button, change the state, and click on the “Save” button:

The next step, which is mandatory if you want to archive documents with Orbit, is to define one or several destination libraries (where documents that are to be archived should be moved). You do this by selecting the “Destination libraries” on the left navigation:

From this page you can:

  1. Add a destination library, by clicking on the “Add destination library” function.
  2. Edit a destination library, by selecting an existing destination library and then clicking on the “Edit” function.
  3. Remove a destination library, by selecting an existing destination library and then clicking on the “Remove” function.

Lastly you can optionally define if any of your SharePoint sites should be excluded from having their documents managed by published rules. You do this by selecting the “Excluded sources” on the left navigation:

From this page you can:

  1. Add an excluded source, by clicking on the “Add excluded source” function.
  2. Edit an excluded source, by selecting an existing excluded source and then clicking on the “Edit” function.
  3. Remove an excluded source, by selecting an existing an excluded source and then clicking on the “Remove” function.

Note

  1. Orbit can only exclude whole sites, not libraries or folders.
  2. All defined destination libraries, by definition, are always excluded sources, but they are not shown on the excluded sources page. This also applies to any removed destination libraries that are still referenced to a rule that at some point of time has been published.
  3. In the destination libraries you can restrict the number of major versions to archive and the number of major versions that should have draft versions:
    Advanced versioning settings
    In order to minimize the size of your archive workspaces, you might want to consider changing these settings. By default, a document library has 500 in the field “Keep the following number of major versions”.