Creating an Archive Schedule to Archive Process Insight Analyses

To schedule archive of Process Insight analyses, provide information on the following panels.

• 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.

  Note: Archive connections created in Infor Risk & Compliance are available for selection.
• Scope

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

  1. Select Process Insight Analysis from the Object Type drop-down list.
  2. From the Connections drop-down list, select a connection from which the Process Insight analyses are to be archived. To archive Process Insight analyses from all connections, select the check box All.
     Note: If connections are secured, users signed into Infor Risk & Compliance will be able to view only those connections that they have access to.
  3. The Analysis Date Filter panel enables you to scope the analyses to be archived based on the date. You have the following options:
     • Provide specific dates in the From and To fields. All Process Insight analyses created during this period are archived.
     • In Archive objects older than specified number of days 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 Process Insight analyses will be archived.

  4. Click Filter to view the details of the data that will be archived.
     Note: Process Insight baseline objects cannot 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
  • Select Delete to delete data from the Infor Risk & Compliance database without copying it to the selected archive connection.
  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 .

  After specifying all details, click Save and Close to create a long running task. Once the scheduled task is in progress, it is displayed on the Tasks page. Archived objects can be viewed through the Archive report and archived objects are available for audit in the Infor Risk & Compliance Audit report.