Creating archive policies

  1. Select Maintenance > System Administration > Archiving > Archiving Policy Definitions.
    By default, the existing policies are alphabetically sorted by type. This sort displays all ARCHIVE entries before PURGE entries.
  2. Specify this information:
    Name*
    The name of the archive policy. The name should indicate the area in which the policy is designed to address, such as PAYROLL DATA. Required field.
    Desc
    A brief description of the archive policy.
    Type*
    Specify the transaction type. This is a required field:
    • ARCHIVE - Moves data from core data source to the archive datasource and deletes the data from the core datasource depending how Commit Type and Commit Parameters are defined. This type also deletes and purges data from the archive datasource based on the Purge Aging Days value specified in the Archiving Policy Definition. See below for more information.

      Note: Archiving policy definition values can change between releases, particularly the Purge Aging Days value. You should closely examine the default values to determine if they meet your business requirements.
    • PURGE - Deletes and purges data from core data source based on how Commit Type and Commit Parameters are defined.

    • PURGE_ARCHIVED - Purges the data in the archive datasource specified by the policy. This is similar to how the PURGE type works for core datasource.
    Purge Aging Days
    Specify how long (the number of days) data is set to remain in the database. Data exceeding the specified number is purged from the database. All archive policies use this value when purging data from the database.
    Class Name*
    Specify the Java class which implements the archiving policy. The default is wbArchiveDefault which examines the archive policy details and archives or purges them according to their defined priority.
    Enabled
    Select the Enabled check box to activate the policy.
    Commit Type

    Specify when the transaction for the policy is set to run. The available parameters are:

    ALL_OR_NOTHING, EVERY_POLICY_DETAIL, EVERY_X_DAYS, and EVERY_X_EMPLOYEE

    Commit Parameters
    Specify the start date and the ‘X’ value, if applicable.
    Wbap Notify
    Specify the users to notify of the transaction. User names are separated by commas.
    Wbap Notify Stats
    Specify when users are notified. This time is based on the transaction status. The available parameters are:

    ALWAYS, NEVER, SUCCESS_ONLY, FAILURE_ONLY

  3. Click Save
    The Archive Policy Definitions Details and Archiving Policy Parameters screen segments are displayed.
  4. Specify this information:
    Priority*
    Specify the order to archive the corresponding table specified in the Table Name field. Required field.
    Table Name*
    Specify the table to archive.
    Where Clause*
    Specify the data to be archived by using SQL statements. Required field.
    Parameter Name*
    Refers to a parameter. Required field.
    Description
    A brief description of the archive parameter.
    Data Type*
    Specify the data type of the parameter. Required field. The available parameters are: DATE, STRING, and NUMBER.
    Value
    Specify the value associated to the parameter name and is dependent on the specified data type.
  5. Click Save.