Archiving

There are two types of archiving:

  • Archiving authorization insights analyses
  • Archiving What-ifs, requests, transaction analyses

Extracted data is not archived, but transaction data can be cleaned up using the Extracted data clean-up feature above.

Archiving authorizations insight analyses

These archived analyses can be restored and utilized if required. You can archive analyses manually or schedule the process.

Go to Settings. Select Configuration > Archive to set up the location to which you will move archived data.

Manual: A user with access to the Analyses sub-menu under the main Manage page can archive an analysis manually. Once you set up the location, you can archive authorizations insight data from Manage > Analyses .

Scheduled: An administrator can schedule a regular cleanup of the analyses using the Configuration page in the main Settings menu. See the section on Archives.

  • Authorizations insight analyses only
  • Data is archived – taken out of database and saved in text files
  • These archived analyses can be restored and brought back online if required

Archiving What-ifs, requests and transactional analyses

What-ifs, requests or transaction analyses can be archived to an external database for backup to free the space in your system. These analyses, once archived, cannot be restored into the application. However, you run a limited number of violation/exception reports against this data, and SQL queries against this database.

These reports are:

  1. Archive What-ifs/Requests – for What-ifs and requests
  2. Archive SAP Emergency Access Activity Report – for emergency access requests
  3. Archive Business Process Exceptions – for transaction (process) insights
  4. Archive Exceptions Remediation Details – for transaction insights

Go to Settings > Archived connections to set up this external database. To select an existing database, the validated user must have the Bulkadmin role assigned on the target database.

Go to Manage > Schedules > Archive . and set up a schedule for the archive to take place. You can set up a recurring schedule for archival for What-ifs and requests, but archive tasks for transaction (process) insights must be set up one schedule at a time.

This applies only to Infor What-ifs, Infor Requests, Lawson What-ifs, Infor Requests, SAP What-ifs, SAP Requests, and all Process Insights analyses. Oracle and PeopleSoft What-Ifs and Requests cannot be archived.

Clean-up Analysis Results feature

Frequent analysis can generate large volumes of violations or exceptions that may require periodic clean-up. The clean-up analysis feature enables you to clean up violations or exceptions results for rule books. This is particularly useful when a user is testing a rule or rulebook.

Users cannot delete violation or exception data associated with rule books that are placed in the Final state. If a rule book in a Draft state contains a combination of rules that are in a final stage, the clean-up process is performed done only for rules in the Draft stage.

This violation or exception data is removed from the IRC database. If all violations or exceptions for an analysis are deleted, that analysis will also be deleted.

Connection-based security does not apply to data clean up. Cleaning up the analysis results will remove all references to the violations or exceptions for the selected rule book from the IRC database.

This feature is available to administrators, any users with the Business Process Owner role, and any other role that has access to the Design > Rulebooks > Cleanup Analysis Results submenu.