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Topics: Digital Project Management, Lessons Learned, PMO
How do you archive your project Teams Channels, Sharepoint Files, etc?
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Romi Bassett Tx, USA
Looking for what others are doing to "archive" project files, Teams, Channels, Sharepoint Files, etc. when a project is completed. I'll go first: We just clean up the files (organize the mess) and nothing else. I'm exploring what y'all are doing in practice, if and how you have evolved, if you think it's working or if you think there's a better way. Thanks!
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Abolfazl Yousefi Darestani Manager, Quality and Continuous Improvement| Hörmann-TNR Industrial Doors Newmarket, Ontario, Canada
I create a structure for all files. Folders for different type of documents and then archive them all in those folder.
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Kiron Bondale
Community Champion
Mentor| World Class Productivity Inc. Welland, Ontario, Canada
Romi -

There are usually a couple of steps:

1. Transition what is required on an ongoing basis to operational teams and/or the client
2. Curate, scrub and prepare templates and other useful assets based on the project outputs
3. Purge unnecessary content and archive either by moving the project files to an online, archive area or to offline secure storage (e.g. DVD, USB key stored in a secure location).

Kiron
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1 reply by Mayte Mata Sivera
May 03, 2024 5:52 PM
Mayte Mata Sivera
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DVD and USB... that's super interesting! Seriusly, I thought that most of people had all their records in cloud services. Great learning here!
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Rami Kaibni
Community Champion
Senior Projects Manager | Field & Marten Associates New Westminster, British Columbia, Canada
Romi, we usually keep the files organized throughout of the project and accessible to the project team via DropBox. After the project is completed, we only keep access to those who need it except for lessons learned where we move those to our PM Resources Hub.

Accurate and comprehensive documentation is cruicial to retain in case there was any post project audit, claims, legal matters and others.
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Mayte Mata Sivera
Community Champion
PMO Director | Speaker | Author Ut, USA
May 03, 2024 12:26 PM
Replying to Kiron Bondale
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Romi -

There are usually a couple of steps:

1. Transition what is required on an ongoing basis to operational teams and/or the client
2. Curate, scrub and prepare templates and other useful assets based on the project outputs
3. Purge unnecessary content and archive either by moving the project files to an online, archive area or to offline secure storage (e.g. DVD, USB key stored in a secure location).

Kiron
DVD and USB... that's super interesting! Seriusly, I thought that most of people had all their records in cloud services. Great learning here!
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Keith Novak Tukwila, Wa, USA
I would recommend avoiding using something that is unlikely to be around for the lifetime of the archive, at least for the storage aspect vs. the user interface. If your record retention requirements require maintaining the archive for a long time, like decades, then you don't want to get stuck managing a system that becomes obsolete.

Have you ever had documents with links to other files and someone decides to reorganize your server breaking all the links? Those are the sorts of situations you want to avoid. If you were using SharePoint for example, and the company decides to migrate to something else, now you may have an expensive migration process to maintain your records. Specialty software that interfaces with your server for storage and retrieval is in better in my mind than storing the files in the specialty software itself, like in OneNote notebooks.

My employer has a massive IT budget because we created many homegrown software solutions and wound up having to maintain them ad infinitum as whole programming languages become obsolete. We literally have one team stuck maintaining a Windows 95 PC and when components fail, nobody makes them anymore and they have to hunt on Ebay et. al.hoping someone still has something laying around. Now we use an outside specialty service to backup and archive vast quantities of data for most general purposes.
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1 reply by Romi Bassett
May 06, 2024 10:55 AM
Romi Bassett
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"If your record retention requirements require maintaining the archive for a long time, like decades, then you don't want to get stuck managing a system that becomes obsolete."

Keith, Love this. I can relate to your experience. Great advice.

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Romi Bassett Tx, USA
May 05, 2024 12:53 PM
Replying to Keith Novak
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I would recommend avoiding using something that is unlikely to be around for the lifetime of the archive, at least for the storage aspect vs. the user interface. If your record retention requirements require maintaining the archive for a long time, like decades, then you don't want to get stuck managing a system that becomes obsolete.

Have you ever had documents with links to other files and someone decides to reorganize your server breaking all the links? Those are the sorts of situations you want to avoid. If you were using SharePoint for example, and the company decides to migrate to something else, now you may have an expensive migration process to maintain your records. Specialty software that interfaces with your server for storage and retrieval is in better in my mind than storing the files in the specialty software itself, like in OneNote notebooks.

My employer has a massive IT budget because we created many homegrown software solutions and wound up having to maintain them ad infinitum as whole programming languages become obsolete. We literally have one team stuck maintaining a Windows 95 PC and when components fail, nobody makes them anymore and they have to hunt on Ebay et. al.hoping someone still has something laying around. Now we use an outside specialty service to backup and archive vast quantities of data for most general purposes.

"If your record retention requirements require maintaining the archive for a long time, like decades, then you don't want to get stuck managing a system that becomes obsolete."

Keith, Love this. I can relate to your experience. Great advice.

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