Install the AODocs Retention App and Module

There are two components to retention in AODocs:

  • G Suite Marketplace App AODocs Retention App
  • AODocs Retention Module
Pre-requisites
           General
           Install the G Suite Marketplace App
 Administrators of the AODocs Retention App
           Create Retention super administrators
Access the AODocs Retention Module
 Getting started
           The AODocs Retention Module User Interface
           Next steps


Pre-requisites

General

To install the AODocs Retention App and Module:

  • AODocs must be installed on the G Suite domain where the libraries needing retention are located
  • The AODocs Retention Module must be enabled for your G Suite domain - contact your AODocs Sales Representative or send an email to sales@aodocs.com
  • you need to define the value of your Basic Offset field, which is defined at the domain level and used to calculate the date when retention begins for your documents - contact your AODocs Sales Representative or send an email to sales@aodocs.com

Install the G Suite Marketplace App

Note: You must be a G Suite super admin to install the G Suite Marketplace App.

1. Access the G Suite Marketplace App AODocs Retention App on G Suite Marketplace.

2. Press Install App.

3. Press Accept to grant the required permissions. 

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View and manage the files in your Google Drive

The AODocs Retention App needs to delete Google Drive files scheduled for deletion. It also needs to permanently delete these files from the library trash.

View your email addresses

This permission is required by the AODocs Retention App to authenticate users accessing the AODocs Retention Module user interface, using their Google account

View your basic profile info

This permission is required by the AODocs Retention App to authenticate users accessing the AODocs Retention Module interface, using their Google account.

 

You can see the AODocs Retention App in your G Suite domain administration console in Apps > Marketplace apps:

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Administrators of the AODocs Retention Module

The AODocs Retention Module has three types of administrator:

Create Retention super administrators

To define a list of AODocs retention super administrators, you can set up a Google group and populate it with users to whom you want to grant the AODocs retention super administrator role. Configure this Google group to accept emails coming from other domains.

1. Go to https://admin.google.com.

2. Select Groups.

3. Create a new Google group or open a Google group you own.

4. Under Manager users in [Name of group] add the required members.

5. Under Access Settings select Basic permissions.

6. In the Post drop-down menu, select Anyone on the Web.

7. Press Save.


Access the AODocs Retention Module

You can access the AODocs Retention Module if you are:

1. Follow the link to the AODocs Retention Module

2. Sign in using your Google account. 

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3. Press Allow to grant the permissions required by the AODocs Retention Module: 

  • View your email address
  • View your basic profile info

These permissions are required by the AODocs Retention Module to authenticate users accessing the module, using their Google account.


Getting started

The AODocs Retention Module user interface 

The AODocs Retention Module has several tabs:

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Next steps

To assign retention schedules using the AODocs Retention Module, you need to:  

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