In the Enterprise Data Manager, create a customer-defined application version.

Import metadata from the PeopleSoft application to the customer-defined application version, along with user-defined views.

Create retirement entities. Use the generate retirement entity wizard to automatically generate the retirement entities.

In the Data Archive user interface, create a source connection. For the connection type, choose the database in which the PeopleSoft application is installed.

Create a target connection to the Data Vault.

Run the create archive folder standalone job to create archive folders in the Data Vault.

Create and run a retirement project.

In the Enterprise Data Manager, create constraints for the imported source metadata in the ILM repository. Constraints are required for Data Discovery portal searches. The PeopleSoft application retirement accelerator includes constraints for some tables in the PeopleSoft system. You might need to define additional constraints for tables that are not included in the accelerator.

Copy the entities from the pre-packaged PeopleSoft application version to the customer-defined application version. To copy the entities, perform the following high-level steps:

Right-click the customer-defined application version where the metadata is imported and select
Copy entities from Application Version
. The
Copy Entities from Application Version
window appears.
Select the application version from where you need to copy, which is typically PeopleSoft Retirement 1.0.
Provide the prefix that will be appended before the entity while copying. The Copy All Entities option is not required.
Click
OK
.
After you submit the background job, you can view the job status from the Data Archive user interface. Once the job successfully completes, you can view the copied entities in your customer-defined application version. You can use these entities for Data Discovery and retention policies.

Before you run the reports, copy the report templates to the folder that corresponds to the Data Vault connection. You can use these pre-packaged Data Visualization reports to access retired data in the Data Vault. When you copy the reports, the system updates the report schemas based on the connection details.

Optionally, validate the retired data.

After you retire and validate the application, use the Data Discovery Portal, Data Visualization reports, or third-party query tools to access the retired data.