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--- software:squirrel:doclib_path_exclusions [2025/09/23 13:45] – created support@smikar.com
+++ software:squirrel:doclib_path_exclusions [2025/09/23 14:05] (current) – support@smikar.com
@@ Line 1: / Line 1: @@
-===== 🏷️ Squirrel Site Settings =====
+===== Excluded Libraries and Paths =====
-The **Site Settings** section in [[https://www.smikar.com/squirrel/|Squirrel]] allows administrators to manage the archiving behavior and configuration of individual SharePoint sites. This section is part of the **Admin Panel** and is accessible via **Site Archive Settings** in the main Squirrel dashboard.
+The Excluded Libraries and Paths feature in [[https://www.smikar.com/squirrel/|Squirrel
+]] allows administrators to prevent specific document libraries or folder paths from being archived.
-It enables granular control over site-specific policies, overrides for global settings, and site-level actions like archive or restore.
+Exclusions are useful when certain content should remain in SharePoint and never be captured by the automated archiving policy (for example: temporary working areas, test libraries, or personal team folders).
-----
+⚠️ Important: Exclusions only apply to the automated archiving policy. If you manually archive/restore items by path or select files individually, these exclusions will not apply.
-==== 📍 How to Access Site Settings ====
+==== 📝 Adding an Exclusion ====
-| From the Squirrel Dashboard, navigate to **Site Archive Settings**. | {{:software:squirrel:squirrel_sidepanel_sitearchive_light.png?200}} |
+| 🧭 Open the Excluded Libraries and Paths window from the Sites Archives Settings side panel and clicking on the **Exclude Libraries / Paths** button. | {{:software:squirrel:exclude_button.png?400}} |
-| You will be presented with a list of all connected SharePoint sites. | {{:software:squirrel:squirrel_sitearchive_light.png?200}} |
+| 🌐 Enter the Site Name where the library or path is located. | {{:software:squirrel:exclude_window.png?400}} |
-| Each site entry displays core information, including Site Name, Site GUID, Included/Excluded status, Site Size, Last Accessed and Last Modified. | {{:software:squirrel:site_settings_site_light.png?200}} |
+| 📂 Select the Library or Path Name from the dropdown list. | {{:software:squirrel:exclude_dropdown.png?400}} |
-| Action buttons let you launch, edit, archive, or restore a site as needed. | {{:software:squirrel:site_settings_buttons.png?200}} |
+| 🔗 Optionally, paste the full URL of the library or path you want to exclude. | {{:software:squirrel:exclude_filled.png?400}} |
+| ➕ Click Exclude Item to add it to the exclusion list. | |
-----
+==== 🔍 Wildcard Support ====
-==== 📋 Site Settings Table Overview ====
+You can use wildcards to exclude multiple folders or paths that follow a naming pattern.
-Each row in the Site Settings table includes:
+Place the wildcard value between % symbols.
-- 😺 **Site Name** – The title of the SharePoint site
+Example: https://contoso.sharepoint.com/sites/finance/Shared Documents/%ignore%
-- 🆔 **Site GUID** – Unique identifier for the site
-- ✅ **Included/Excluded** – Indicates whether the site is included or excluded from archiving
-- 📅 **Accessed Days** – Days since the site was last accessed
-- ✏️ **Modified Days** – Days since the site was last modified
-- 🛠️ **Actions** – Includes: Launch, Edit, Archive, and Restore buttons
-  - **Launch** – Opens the site detail view
-  - **Edit** – Modify site-specific settings
-  - **Archive** – Archive the entire site
-  - **Restore** – Restore a previously archived site
-----
-==== 🛠️ Editing Site Settings ====
+This will exclude any folder path containing ignore.
-To change site-specific archiving behavior:
+This provides flexibility for excluding broad categories of data without manually adding each path.
-. Click the **Edit** button next to the site you wish to configure.
+==== 📋 Managing Exclusions ====
-. Adjust the following fields as needed:
-**🟢 Include/Exclude**
+All excluded items are listed under Currently Excluded Items.
-- Click Edit to modify the setting
-- Use drop down value to either Include or Exclude the Site from being archived
-- Optionally, override global settings using custom access or modified values
-**📅 Accessed Days**
+Items can be removed at any time to allow them to be included in future archive runs.
-- Enter a numeric value to archive files not accessed in this number of days
-- Example: `30` means files not accessed in 30 days will be archived
-**✏️ Modified Days**
+Changes take effect immediately on the next archive policy execution.
-- Enter a numeric value to archive files not modified in this number of days
-- Example: `60` means files not modified in 60 days will be archived
-> 💡 *You can set different thresholds per site, allowing more flexible retention policies across departments or business units.*
+==== ✅ Best Practices ====
-----
+Exclude temporary working folders and test libraries to avoid unnecessary storage costs.
-Need help configuring a site? Reach out to [support@smikar.com](mailto:support@smikar.com), or speak directly with your SmiKar representative for best practice advice.
+Use wildcards carefully — overly broad rules may prevent important content from being archived.
+Review exclusions regularly to ensure they still align with compliance and retention policies.