Creating an Archive Schedule for What-ifs and Requests

Note: What-ifs and requests for Authorizations Insight for Infor Applications, Authorizations Insight for Lawson and Authorizations Insight for SAP can be archived.

To schedule a What-ifs or requests archive tasks, provide information on the following panels. Also ensure that there is sufficient disc space in the target database before creating an archive schedule.

  • General Information

    Provide the following information:

    1. Provide a task name to identify the schedule on the Tasks, Schedules and Reports page. If the task name provided already exists, an error message is displayed and you will be prompted for a new name.
    2. Provide a description for this task.
    3. From the Archive Connections field, select the connection to connect to the archive database.

    To select the archive connection, type in part of the archive connection name in the autosuggest text box. All archive connections matching the search criteria are displayed. Select the required name. Alternatively, browse and select the required archive connection and click OK. The selected archive connections will appear in the Archive Connection field.

  • Scope

    Define the scope of your archive to ensure that only the required data is archived:

    1. From the Object Type field, select What-if or request. The options displayed in the Sub Type drop-down list depend on the option selected in the Object Typedrop-down list.
    2. By default, all the sub types of the selected object type are selected. To select specific object sub types, clear the check box All and select the required option from the drop-down list. Alternatively, click the Browse icon to browse and select the required object sub type. The selected object sub type is displayed below this field. To delete a selected object sub type, select the required sub type and click the Delete icon.
    3. The Approval Status field enables you to scope the What-ifs or requests to be archived based on their approval status. Select the required option from the drop-down list. To archive all What-ifs or Requests, select the check box All.
    4. From the Connections drop-down list, select a connection from which the What-ifs or requests are to be archived. By default, all connections available in the system are selected. To select a specific connection, clear the check box All and type in part of the connection in the autosuggest text box. All names matching the search criteria are displayed. Select the desired name. Alternatively, click the Browse icon to browse for and select the required connection and click OK. The selected connection appears in the Connections field.
      Note:  If connections are secured, users signed into Infor Risk & Compliance will be able to view only those connections that they have access to.
    5. From the Requested By drop-down list, select the user who requested for the What-ifs or requests. To archive What-ifs or Requests requested by all users, select the check box All
    6. The Date Filter (What-if or Request) panel enables you to scope the What-ifs or Requests based on the date by specifying a period of time when What-ifs and Requests were created. You have the following options:
      • Provide specific dates in the From and To fields. All What-ifs or requests created during this period are archived.
      • In Older than field, specify the number of days. All Process Insight analyses older than the specified number of days, are archived. For example, if on September 20 you specify 10 days in this field, all the analyses created till September 10 are archived.

        If you do not select any date filter, then all What-ifs and Requests created will be archived. All the dates selected here are according to the ERP time zone.

    7. Click Filter to view the details of the data that will be archived.
  • Schedule

    To create a schedule for archive:

    1. Click the Calendar icon to select the start date and click the Clock icon to select the start time of the archive schedule.
    2. From the Recurrence drop-down list, select one of the options to specify the frequency of the archive recurrence. If you select Never , the task will not recur. All the dates selected here are saved according to the time zone that is configured on the Preferences page.

      By default, analyses are archived according to the Infor Risk & Compliance application server date schedule. But if the local server where you are creating the archive schedule and the Infor Risk & Compliance application server are in different time zones, the number of analyses archived may differ.

      For example, consider the local server is in India (IST) and the Infor Risk & Compliance application server is in the US (EST). An analyses archive schedule created to run daily at 8 AM IST from 1st June to 10th June (For Application server - it is 31st May - 9th June 10.30 PM EST). In this case, all analyses created from 1st June (of application server) up to 10th June (of application server) will be archived, even if the dates selected to for the archival schedule are according to the local time zone.

  • Archive Type

    On the Archive Type panel:

    • Select Archive to archive data from the Infor Risk & Compliance database to the database of your choice
    • Select Archive and Delete to archive data to the selected database and delete it from the Infor Risk & Compliance database
      Note:  If the archive task fails, data will neither be copied to the archive database nor be deleted from the Infor Risk & Compliance database. The failed status of the task can be tracked on the Tasks page .
    • Select Delete to delete data from the Infor Risk & Compliance database without copying it to the selected archive connection.