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:
    • ARCHIVE - Moves data from one data source to the other and deletes the data from the core datasource depending how Commit Type and Commit Parameters are defined. Required field.

    • PURGE - Deletes and sets to purge data from core data source based on how Commit Type and Commit Parameters are defined.

    • PURGE_ARCHIVED - Purges the data in the archive tables specified by the policy. This is similar to how the PURGE type works for core tables.
    Aging Days - For Purge Only*
    Specify how long (the number of days) data is set to remain in the database. Data exceeding the specified number is purged. Purge policies use this specified value in 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.