- Posted by Bryan Willman
- On October 21, 2016
Upon installation of the software, you will see the CleanSweep selection under the Setup menu. Choose “Setup & Configuration” in the sub menu to configure your settings.
Fig. 1 – CleanSweep selection under the Setup menu in NetSuite reveals Setup & Configuration and File Browser choices
Fig. 1a – CleanSweep selection under the Setup menu in NetSuite reveals Setup & Configuration and File Browser choices
The first time you use the software, you will be prompted to login. Consult the email you received from firstname.lastname@example.org to retrieve your credentials, and enter them. Please check your spam filter if you don’t see it in your inbox.
Upon login, you will see the File Purge Settings screen, where you can make your archive/purge selections.
Choosing the Account Info tab will allow you to see your licensing information, and reset your password if needed.
The File Purge Settings screen is where you will setup a retention policy, select the types of files you wish to purge, flag any file or files that you wish to preserve in NetSuite, and find other customizable settings. Also, it is here where you will set a schedule for the purge process, which will also drive the file archive process. The purge process occurs daily or weekly, depending on your choice. (see Fig. 5).
On the File Purge Settings tab, you will see a variety of Retention Policy choices. Please make your selections carefully, as once files are purged, they cannot be retrieved.
The File Types to Purge dropdown allows you to select any combination of file types, including All Files.
You can also specify purge settings by file size.
Choosing the File Browser selection in the CleanSweep menu will launch the File Browser window. Until an archive has run, there will be no files to display.
Once an archive has been run, the File Browser screen will show the folders and files structure of your archive. This file/folder layout will mimic exactly what the layout was in NetSuite, providing a seamless transition to your files stored in CleanSweep File Manager.
Selecting a file in the File Browser will launch a popup window with file metadata, and a button to download the file. Depending on your browser settings, the Download File button will either open the file in a new tab, or simply download it to your browser’s default download folder. Please note that certain file types may not open and may issue a warning, depending on your browser’s security settings.
If a file attached to an entry in NetSuite was archived, a link to the CleanSweep archived version of the file appears. Choosing the “CleanSweep” menu will show the file names, and a download link to these files.
Clicking on the “Download” link will launch the archived version of the file.
Clicking on the download link will load the file from the secure CleanSweep archive (see Fig. 12). The user is able to print, or locally save, that file. Upon closing the file, the user can close the browser window by clicking the “Close Window” button (see Fig. 13).