Table of Contents

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  1. Preface
  2. Product Overview
  3. Security
  4. Applications
  5. Partner and Account Information
  6. Events
  7. Event Archiving
  8. User Policies
  9. Schedules
  10. B2B Data Exchange Administrative Tasks
  11. On-boarding Checklist Template
  12. System Properties
  13. Repository Management
  14. Document Management
  15. B2B Data Exchange Utilities
  16. Dashboard and Reports Management

Administrator Guide

Administrator Guide

Creating an Archive Project

Creating an Archive Project

After you configure the source
and target connections
and set up user access to the archive locations, you create an archive project in Data Archive. In the archive project, you assign the source
and target connections
to the project, define user roles, and define the archive parameters that determine which events and documents to
archive
.
  1. On the
    Manage Archive Projects
    page in Data Archive, create an archive project.
  2. On the
    General Information
    page, enter a name for the project and select the
    Archive and Purge
    action.
  3. Select the source
    and target connections
    .
  4. For long-term archiving, choose to include reference data to ensure archiving of event metadata, such as the partner name or the account number.
    Short-term archiving projects use the database link to retrieve metadata from the production database.
  5. On the
    Identify Identities
    page, click
    Add Entity
    and choose the entity to which to archive: .
    Entity
    Description
    Processing Data
    History database entity. Select for short term archiving.
    FAS Processing Data
    File archive entity. Select for long term archiving.
  6. Assign a user role to the archive project.
  7. Define the archive parameters to determine which events and documents to
    archive
    .
  8. On the
    Manage Execution
    page, choose whether to publish the project and run the archive job immediately or save the project and schedule the archive job separately.

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