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. Data Privacy
  18. Oracle E-Business Suite Retirement Reports
  19. JD Edwards Enterprise Retirement Reports
  20. Oracle PeopleSoft Applications Retirement Reports
  21. Language Settings
  22. Appendix A: Data Vault Datatype Conversion
  23. Appendix B: Special Characters in Data Vault
  24. Appendix C: SAP Application Retirement Supported HR Clusters
  25. Appendix D: Glossary

Specifying Entities, Retention Policies, Roles, and Report Types

Specifying Entities, Retention Policies, Roles, and Report Types

The Entities section allows you to specify entities and related information such as retention policies and roles when the target database is the Data Vault.
If your source database is Oracle, you can archive tables that contain up to 998 columns.
Click
Add Entity
. A popup window displays available entities in the source database for selection.
On selecting the desired entity and clicking Select, a new entity is added to the Data Archive definition as shown in the following figure, based on the Data Archive action selected.
Parameter
Description
Candidate Generation Report Type
Determines the report that the project generates during the candidate generation step.
  • Summary: The report lists counts of purgeable and non-purgeable records for each entity, and counts of non-purgeable records by exception type.
A record marked for archiving is considered as purgeable. An exception occurs when purging a record causes a business rule validation to fail.
  • Detail: In addition to the summary report content, if records belong to related entities, this report contains information about each exception.
  • Summary Exclude Non Exceptions: Similar to detail, the report contains detailed information where an exception did not occur.
  • None: No report is generated.
Enabled
Determines whether to exclude the entity from archiving. Disable to exclude the entity from archiving. Default is enabled.
Policy
When the target is the Data Vault, displays a list of retention policies that you can select for the entity. You can select any retention policy that has general retention. You can select a retention policy with column level retention if the table and column exist within the entity. The retention policy list appends the table and column name to the names of retention policies with column level associations. If you do not select a retention policy, the records in the entity do not expire.
Role
Data Vault access role for the archive project if the target is the Data Vault. The access role determines who can view data from Data Discovery searches.
If you assign an access role to an archive or retirement project, then access is restricted by the access role that is assigned to the project. Data Discovery does not enforce access from the access roles that are assigned to the entity within the project. Only users that have the Data Discovery role and the access role that is assigned to the project can access the archive data.
If you do not assign an access role to an archive or retirement project, then access is restricted by the access role that is assigned to the entity in the project. Only users that have the Data Discovery role and the access role that is assigned to the entity can access the archive data.
Operators and Values
Depending on the list of values that were specified for columns in tables belonging to the entity, a list of operators is displayed, whose values must be defined.

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