Set Life Cycle Management Rules

Required security profile permissions: Life Cycle Management Edit

Life Cycle Management rules let you specify how long recordings remain in active storage, whether they are moved or copied to long-term storage, and how long they remain in long-term storage. If you use secure external access (SEA), you must configure any move or copy action to occur while the recording is still in active storage. For example, if you configure recordings to be kept in active storage for 30 days, you can't move or copy them on day 31.

If you change a rule, that rule is applied retroactively as long as the call remains in active storage. For example, if you configured recordings to archive after 60 days, and later change that to 30 days, CXone will archive any calls older than 30 days. However, if you configured recordings to archive after 30 days, and later change that to 60 days, CXone will not apply that rule to calls already in long-term storage.

  1. In the Admin application, click Cloud StorageLife Cycle Management.
  2. Click Edit to change the current settings.
  3. In the Active Storage for each type of file—call recordings, screen recordings, and chat transcripts—select an Action from the drop-down. The default value is Keep. Set a value for After # of Days if it's available. If you want to copy the files to SEA in addition to the action you chose, select Move to Secure External Access and set a value for After # of Days.

    Don't move chat transcripts to Archive. You will not be able to retrieve your archived chat transcripts due to a lack of metadata at this time.

  4. For Long-Term Storage, select an Action from each file type drop-down. The default value is Keep. Set a value for After # of Days if it's available.

  5. Click Done.