The archive, archive_journal, and archive_split sections of this chapter all describe various ways to create action trees that store e-mail messages from an Exchange server to an ELO repository. However, you may have noticed that the last three steps of all three action trees are identical.

If you are creating several action trees within an ELOxc instance that all share the same series of processing steps, or if you are creating a single action tree that goes through the same steps several times, it can be useful to use a single partial tree and call it whenever it is needed. This section describes how to do so.

Information: These types of action trees are called subtrees. They were called templates in previous versions of ELOxc.

Create template

To create a subtree, first decide what actions in an action tree can be repeated in other trees. In the current example, this is the last three actions of the action tree:

• Archive: File messages to the repository. Requires a previously defined filing path.
• Match & Replace: Enter [ELO] to the subject of each processed e-mail message.
• Commit: Save the changes on the e-mail store.

Go to the Action trees area of the ELOxc Console and click Add. Name the new action tree archive_subtree. Then change the type of action tree from Active to Subtree:

Click OK to enter the new subtree and define it.

ItemsTreeDef

The initial archive_subtree node in the subtree is an ItemsTreeDef action, so you have options for includes, mailboxes and so on. You do not have to enter information to these options. The subtree will inherit its settings from the tree calling it.

Archive

Add an Archive action to the subtree. You can keep the default settings for this action.

Match & Replace

Add a Match & Replace action to the subtree. Enter the settings for this action as described in Action tree: archive.

Commit

Add a Commit action to the subtree. You can keep the default settings for this action.

Save the tree and return to the Action trees section of the ELOxc Console. For each tree in which you want to use the subtree, add a Call subtree action.

Click the action and select your archive_subtree tree from the drop-down list. Save the action tree.

The action tree works the same as before, but now it runs through to the Export node and then continues with the subtree.

You can now reuse the subtree in as many action trees as you want.