How to run a Project Archive

The Project Archive converts all project Entries into pdfs that can be downloaded and stored on a local device or shared drive.

 

A Project Archive is an automated process the FACS Platform provides that converts all documents created within the Platform into pdf files, organizes the pdf files by document type and date, and sends a link to the user who ran the archive so they can download the files. The Archive is the easiest way to pull all project information out of FACS and save it to a local server.

Due to the large size of most archives, the process can take anywhere from a few minutes to a couple of hours to complete. The system will email the user who requested the archive alerting them once the archive has been completed.

NOTE: Some browsers/internet connections timeout when attempting to download large zip files. A suggested approach is to run the archives for each month of the project. This will allow the archive to complete faster and prevent any timeout issues.

 

The left side navigation menu lists documents in accenting alphabetical order so the Archive area will typically be the top button under the Service area. The Archive Log Page will show all previously ran project archives. 

 

Number Description
1 Click on the different Services to be included in the Archive.
2 Make sure to click the Select button to save the selected Services.
3 Select a starting date for the Archive. This date is based on the date the Entry was actually created in the system.
4 Select an ending date for the Archive. This date is based on the date the Entry was actually created in the system.
5 All Entries will include references by default.  If you do not want the references, only the Entries, you can exclude the references by clicking this checkbox.
6 All Entries do not include the History by default. The History shows the field-by-field edits, and adds considerable length to each entry. If the detailed History is needed it can be included by clicking this checkbox.
7

The Archive has the following status:

Draft - Archive hasn't been run

In Progress - Platform is generating the Archive

Completed - Archive is finished and ready to be downloaded

Expired - Archives are only available for three (3) days before the system removes them. Expired Archives cannot be downloaded but can be copied and run again.

8 Run Archive. Once all the options have been selected, click 'Run Archive' and the Platform will start to process all the Entries.

 

Once the Archive has completed, the Platform will send an email notification with a link back to the Archive. Due to the large size of most Archives, the Platform stores each Archive for three (3) days.

Number Description
1 Clicking the word 'here' in the email will open a browser to access the completed Archive.

 

 

Once the Archive has completed, the Archive can be downloaded by opening the Archive entry and selecting the 'Download' button.

Number Description
1 Download. Select this button to download the archive to the desktop.

 

 

The downloaded Archive needs to be Extracted from the compressed format. This can be done using a 3rd party tool or the built in 'Extract all' feature within Windows operating system file explorer  . Once extracted, the Archive will have a folder for each Service that was included in the Archive. Below each Service folder is a Year and then Month folder with the Entry pdfs stored by Month.

 

Each Entry pdf file is named using the following format: Date Entry was Created - Service Name - Entry Creator Name, unless Custom File Naming has been applied for the Service.

 

 

If you have any questions, or need additional assistance, please reach out to our support team at support@facsware.com and we will be happy to assist you.