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English
  • Data Archive 6.4.4
  • All Products

Table of Contents

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  1. Preface
  2. Introduction
  3. Accessing Data Archive
  4. Working with Data Archive
  5. Scheduling Jobs
  6. Viewing the Dashboard
  7. Creating Data Archive Projects
  8. Salesforce Archiving
  9. SAP Application Retirement
  10. Creating Retirement Archive Projects
  11. Integrated Validation for Archive and Retirement Projects
  12. Retention Management
  13. External Attachments
  14. Data Archive Restore
  15. Data Discovery Portal
  16. Data Visualization
  17. Oracle E-Business Suite Retirement Reports
  18. JD Edwards Enterprise Retirement Reports
  19. Oracle PeopleSoft Applications Retirement Reports
  20. Smart Partitioning
  21. Smart Partitioning Data Classifications
  22. Smart Partitioning Segmentation Policies
  23. Smart Partitioning Access Policies
  24. Language Settings
  25. Appendix A: Data Vault Datatype Conversion
  26. Appendix B: Special Characters in Data Vault
  27. Appendix C: SAP Application Retirement Supported HR Clusters
  28. Appendix D: Glossary

User Guide

User Guide

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Creating a Segmentation Policy

Creating a Segmentation Policy

Create and run a segmentation policy to create segments for a segmentation group. When you create the segmentation policy, you associate a segmentation group with a data classification and optionally configure advanced properties. Then, schedule the project to run. You can view both task and database session details of each job step while the job runs.
  1. Click
    Workbench
    Manage Segmentation.
  2. Click the
    Segmentation Policies
     tab.
  3. On the left side of the
    Manage Segmentation
     screen, select the source connection where the application data you want to create segments for resides.
    The segmentation groups you created on the source connection appear in the upper pane.
  4. Click
    Actions
    New Segmentation Policy
    .
    The
    New Segmentation Policy
     tab opens.
  5. Select the data classification that you want to associate with the segmentation group.
    Select a dimension underneath the data classification to view the dimension slices for that dimension.
  6. Click
    Next
    .
    The
    Select Segmentation Groups
     screen appears.
  7. On the right side of the screen, click
    Actions
    Add Segmentation Group
    .
    The
    Segmentation Group LOV
     window appears.
  8. Select the segmentation group that you want to create segments for and click
    Add
    .
    The ILM Engine generates metadata for the segmentation group you selected. The Data Archive UI displays the dimension slices associated with the data classification that you chose and the properties for each dimension slice.
  9. To review or edit the tablespace and data file allocation parameters that apply to each segment, click the
    Tablespace
     link for each dimension slice.
    The
    Table Space and Data File Association
     window appears.
  10. Review or edit the tablespace and data file allocation parameters. Then click
    Save
    .
  11. Click
    Next
    .
    The
    Define Parameters and Steps
     page appears.
  12. Configure the segmentation policy job steps. You can choose to skip any step, pause the job after any step, or receive a notification after any step.
    The
    Run Before
     and
    Run After
     functionality is not supported.
  13. To configure advanced options such as index creation options, click the
    Define Parameters
     option.
  14. To save the policy as a draft to run later, click
    Save Draft
    .
  15. To run or schedule the policy, click
    Publish and Schedule
    .
    The
    Schedule Job
     page appears.
  16. To run the job immediately, select
    Immediately
    . To schedule the job to run in the future, select
    On
     and choose a date and time.
  17. Optionally, you can enter an email address to receive a notification when the policy run completes, terminates, or returns an error.
  18. Click
    Schedule
    .
  19. Optionally, you can view the task details and SQL statements for each job step that is running, completed, or in an error state. Click
    Jobs
    Monitor Jobs
    .
    The
    Monitor Jobs
     page appears.
  20. To expand the job details, click the arrow next to the Job ID of the segmentation policy.
  21. To view task details and database details for a job step, click the name of a job step.
  22. Click
    View Job Step Details
    .
    The
    Monitor
     window appears.
  23. Click a task name.
  24. In the lower pane of the window, click
    Task Details
     or
    Database Session Details
    . Then select the command or SQL ID that you want to view the details of.
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