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

Defining Retention and Access

Defining Retention and Access

This section allows you to define the retention policies and associated access policies for an application.
The following table describes the fields in the Retention group:
Field
Description
Policy
Retention policy that determines the retention period for records in the entity. You can create a retention policy or select a policy. You can select any retention policy that has general retention. If you do not create or select a retention policy, the records in the entity do not expire.
Name
Name of the retention policy. Required if you create a retention policy.
Description
Optional description of the retention policy.
Retention Period
The retention period in years or months. Data Archive uses the retention period to determine the expiration date for records in the entity. If you select or create a policy with general retention, the expiration date equals the retirement archive job date plus the retention period.
The following table describes the fields in the Access Roles group:
Field
Description
Access Roles
Data Vault access role for the retirement archive project. You can create an access role or select a role. The access role determines who can view data from Data Discovery searches.
Role Name
Specific responsibility of a user who initiates a retention policy.
Description
Any intuitive description on the access roles.
Valid From
Date when a role is assigned to a user.
Valid Until
Optional date when a role assigned to a user expires.
When you click the
Publish and Schedule
button, the project is saved and the
Schedule Job
page appears.
When you click the
Publish
button or the
Save Draft
button, Data Archive lists the project in the
Manage Retirement Projects
page. Publishing the project indicates that the project is ready for scheduling. Saving a draft means that modifications are still required.
Clicking the
Next
button opens the
Review and Approve
page. The
Save Draft
button saves the project for future modifications and scheduling.

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