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

Segmentation Policy Process

Segmentation Policy Process

A segmentation policy defines the data classification that you apply to a segmentation group. When you create a segmentation policy, you configure steps and properties to determine how the policy runs. Create and run a segmentation policy to create segments.
Before you create a segmentation policy, you must create a data classification. A data classification is a policy composed of segmentation criteria such as dimensions and dimension slices. Data classifications apply consistent segmentation criteria to a segmentation group. You can reuse data classifications in multiple segmentation policies.
When you create a segmentation policy, you complete the following steps:
  1. Select the data classification that you want to associate with a segmentation group. A segmentation group is a group of tables based on business function, such as order management or accounts receivable. You create segmentation groups in the Enterprise Data Manager. If you want to use interim table processing to pre-process the business and dimension rules associated with a segmentation group, you must configure interim table processing in the Enterprise Data Manager.
  2. Select the segmentation group that you want to create segments for. A segmentation group is a group of tables based on business function, such as order management or accounts receivable. You create segmentation groups in the Enterprise Data Manager. You can run the same segmentation policy on multiple segmentation groups.
  3. After you select the segmentation group, review and configure the tablespace and data file properties for each segment. The tablespace and date file properties determine where and how Data Archive stores the segments. When you run the segmentation policy, the ILM Engine creates a tablespace for each segment.
  4. If necessary, you can save a draft of a segmentation policy and exit the wizard at any point in the creation process. If you save a draft of a segmentation policy after you add a segmentation group to the policy, the policy will appear on the
    Segmentation Policy
    tab with a status of
    Generated
    . As long as the segmentation policy is in the
    Generated
    status, you can edit the policy or add a table to the segmentation group in the Enterprise Data Manager.
  5. Configure the segmentation policy steps, then schedule the policy to run. The ILM Engine runs a series of steps and sub-steps to create segments for the first time. You can skip any step or pause the job run after any step. You can also configure Data Archive to notify you after each step in the process is complete. When you configure the policy steps you have the option to configure advanced segmentation parameters. After you run the policy, it appears as
    Implemented
    on the
    Segmentation Policy
    tab. Once a policy is implemented, you cannot edit it. You can run multiple segmentation policies in parallel.
  6. If necessary, you can run the unpartition tables standalone job to reverse the segmentation process and return the tables to their original state. For more information about standalone jobs, see the chapter
    Scheduling Jobs
    .

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