Filerskeepers

What is Filerskeepers?

Filerskeepers is a service that provides ready-to-use data retention schedules, covering legal retention requirements from all around the world. It helps companies determine how long to keep or delete each type of data in order to remain compliant with applicable regulations.

Prerequisites

• Have a paid Dastra license

• Have a Filerskeepers account. If you don’t have one yet and you are already a Dastra customer, you can contact our sales team, who can offer you preferential pricing.

• Have set up a data retention repository (“Schedule”) in the Filerskeepers software. The integration requires this repository to access your catalog data.

Installation

The setup process is very simple:

• Go to the Filerskeepers integration page in the Dastra integrations marketplace: https://app.dastra.eu/workspace/0/settings/integrations/filerskeepers

• Click the “Install” button.

• Enter your Filerskeepers administrator account credentials (email + password). These credentials will allow us to generate an access token for the Filerskeepers API.

  
• A configuration window will appear. This configuration is required to finalize the installation. In the form, select the “Schedule” you want to configure with Dastra.

Configuration

• Select the Filerskeepers repository you want to synchronize with Dastra.

• Choose whether you want to enable automatic synchronization of retention periods. (Datasets synchronized with Filerskeepers will be updated every night at 00:00 UTC.)

• Select the people who should be notified in case of modifications/creations of retention periods in the datasets. The selected person will receive an email containing details on the datasets that were updated.

• Checking "Create new datasets if not exists" will create a dataset for every data type declared in your Filerskeepers account.

ℹ️ Info Be aware: if you check this box, a large number of datasets will be created automatically in your workspace.

Selecting the retention policy

The Filerskeepers connector offers several modes of operation:

• Display of the retention period selector based on your Filerskeepers retention repository (called “Schedule” in the software).

From now on, when you open a dataset in Dastra, in the “Retention Policies” section, a button to select a retention policy will appear.

By clicking this button, you can directly select a dataset from your Filerskeepers repository. This retention period will be automatically synchronized with Dastra if you enabled this option in the integration configuration.

Select a dataset by clicking the "Select" button.

Once you have selected the retention period, the window will close and the following information will be displayed:

ℹ️ Info Only retention periods related to active data stores will be synchronized.

How are data synchronized between Dastra and Filerskeepers?

A number of fields from Filerskeepers are automatically mapped to your retention period:

• The retention duration (from)

• The description of the retention policy

• The legal justification, link, and jurisdiction, which are concatenated into the justification field