Preface
Introduction
- Data Archive Overview
  - Features
  - Benefits
- Data Archive Use Cases
Accessing Data Archive
- Data Archive URL
- Log In and Out of Data Archive
- Update User Profile
Working with Data Archive
- Data Archive Editions
- Organization of Menus
- Predefined List of Values (LOVs)
- Online Help
Scheduling Jobs
- Scheduling Jobs Overview
- Standalone Jobs
- Scheduling Jobs
- Job Logs
  - Delete From Source Step Log
- Monitoring Jobs
- Pausing Jobs
  - Delete From Source Step
- Searching Jobs
  - Quick Search
  - Advanced Search
- Troubleshooting Jobs
Viewing the Dashboard
- Viewing the Dashboard Overview
- Scheduling a Job for DGA_DATA_COLLECTION
Creating Data Archive Projects
- Setting Up Data Archive Projects
- Viewing and Editing Data Archive Projects
- Running the Data Vault Loader Job
  - Run the Data Vault Loader Job
  - Troubleshooting Data Vault Loader
- Troubleshooting Data Archive Projects
Salesforce Archiving
- Salesforce Archiving Overview
  - Salesforce Archiving Process
- Step 1. Install the Salesforce Accelerator
- Step 2. Configure Salesforce Permissions
- Step 3. Import Salesforce Metadata and Configure Entities
- Step 4. Create a Salesforce Source Connection
- Step 5. Create the Salesforce Archive Project
- Refresh Schema for Salesforce Standalone Job
- Salesforce Limitations
SAP Application Retirement
- SAP Application Retirement Overview
- SAP Application Retirement Process
- SAP Smart Retirement
  - Running the SAP Smart Retirement Standalone Job
- Retirement Job
- Attachment Retirement
  - Attachment Storage
  - Attachment Viewing
- Data Visualization Reports
- Troubleshooting SAP Application Retirement
  - Message Format
  - Frequently Asked Questions
Creating Retirement Archive Projects
- Creating Retirement Archive Projects Overview
- Identifying Retirement Application
- Defining a Source Connection
- Defining a Target Repository
  - Adding Entities
  - Defining Retention and Access
  - Review and Approve
  - Confirming Retirement Run
  - Copying a Retirement Project
- Application Migration
- Application Migration Process
- Source (Pre-Production) Environment Tasks
  - Step 1. Add the Migration Administrator Role
  - Step 2. Run the Export Informatica Data Vault Metadata Job
  - Step 3. Create a Target Connection
  - Step 4. Run the Migrate Data Archive Metadata Job
- Target (Production) Environment Tasks
  - Prerequisites
  - Step 1. Add the Migration Administrator Role
  - Step 2. Update the Data Vault Connection
  - Step 3. Move the .Tar and SCT Data Files
  - Step 4. Update the ssa.ini File
  - Step 5. Run the Import Informatica Data Vault Metadata Job
  - Step 6. Recreate Indexes
- Report Migration
- Migrating Published Resources
- Step 1. Download the Reports and Catalog from the Source
- Step 2. Edit the Catalog Connection Details
- Step 3. Edit the Catalog Table Section
- Step 4. Edit the Schema Name in Imported SQLs
- Step 5. Rename the Existing Catalog
- Step 6. Create a Report Folder and Publish
- Step 7. Run a Migrated Report from Data Archive
- Migrating Real Path Resources
- Step 1. Download the Reports and Catalog
- Step 2. Edit the Catalog Connection Details
- Step 3. Create a Report Folder and Publish
- Step 4. Create a Report Folder in the Target File System
- Step 5. Copy the Reports and Catalog from the Source to Target Systems
- Step 6. Map the Folder to the Target File System
- Step 7. Select the Migrated Target Connection in the Patient Archives
- Troubleshooting Retirement Archive Projects
Integrated Validation for Archive and Retirement Projects
- Integrated Validation Overview
- Integrated Validation Process
- Row Checksum
- Column Checksum
- Validation Review
  - Validation Review User Interface
  - Validation Report Elements
- Enabling Integrated Validation for a Retirement Project
- Enabling Integrated Validation for an Archive Project
- Reviewing the Validation
- Running the Validation Report
- Integrated Validation Standalone Job
  - Running the Integrated Validation Standalone Job
Retention Management
- Retention Management Overview
- Retention Management Process
- Retention Management Example
- Retention Policies
- Retention Policy Changes
- Purge Expired Records Job
  - Purge Expired Records Job Parameters
  - Running the Purge Expired Records Job
- Retention Management Reports
- Retention Management when Archiving to EMC Centera
External Attachments
- External Attachments Overview
- Archive External Attachments to a Database
- Archive or Retire External Attachments to the Data Vault
Data Archive Restore
- Data Archive Restore Overview
- Restore Methods
- Data Vault Restore
- Data Vault Restore to an Empty Database or Database Archive
  - Restoring to an Empty Database or Database Archive
- Data Vault Restore to an Existing Production Database
- Database Archive Restore
- External Attachments Restore
  - External Attachments from the Data Vault
  - External Attachments from a Database Archive
Data Discovery Portal
- Data Discovery Portal Overview
- Search Data Vault
  - Examples of Search Queries
  - Searching Across Applications in Data Vault
- Search Within an Entity in Data Vault
- Browse Data
- Legal Hold
- Tags
- Troubleshooting the Data Discovery Portal
Data Visualization
- Data Visualization Overview
- Data Visualization User Interface
- Data Visualization Process
- Report Creation
- Report Permissions
- Assigning a User or Access Role to a Report
- Editing Report Permissions for a User or Access Role
- Deleting a User or Access Role From a Report
- Assigning Permissions for Multiple Reports
- Deleting Permissions for Multiple Reports
- Running and Exporting a Report
- Deleting a Report
- Copying Reports
  - Copying SAP Application Retirement Reports
- Troubleshooting
- Designer Application
Data Privacy
- Data Privacy Overview
- Data Privacy Process
- Column Indexing for Data Privacy Searches
  - Indexing Columns for Search
  - Indexing a Large Number of Columns for Search
- Data Privacy User and Access Roles
- Searching with Data Privacy
  - Supported Search Operators
- Using Data Privacy Purge
  - Scheduling the Purge Job Immediately
  - Adding the Purge Job to a Batch
- Using Data Privacy Export
  - Scheduling the Export Job Immediately
  - Adding the Export Job to a Batch
- Using Data Privacy Export and Purge
  - Scheduling the Export and Purge Job Immediately
  - Adding the Export and Purge Job to a Batch
- Manage Data Privacy
- Data Privacy Audit Logs
- Parallel Jobs
- Data Privacy FAQ
Oracle E-Business Suite Retirement Reports
- Retirement Reports Overview
- Prerequisites
- Accounts Receivable Reports
- Accounts Payable Reports
- Purchasing Reports
  - Purchase Order Details Report
    - Report Parameters
    - Report Tables and Views
- General Ledger Reports
  - Chart of Accounts - Detail Listing Report
    - Report Parameters
    - Report Tables and Views
  - Journal Batch Summary Report
    - Report Parameters
    - Report Tables and Views
- Saving the Reports to the Archive Folder
- Running a Report
JD Edwards Enterprise Retirement Reports
- Retirement Reports Overview
- Prerequisites
- Accounts Payable Reports
- Procurement Management Reports
- General Accounting Reports
- Accounts Receivable Reports
- Sales Order Management Reports
- Inventory Reports
  - Item Master Directory Report
    - Report Parameters
    - Report Tables
- Address Book Reports
  - One Line Per Address Report
    - Report Parameters
    - Report Tables
- Saving the Reports to the Archive Folder
- Running a Report
Oracle PeopleSoft Applications Retirement Reports
- Retirement Reports Overview
- Prerequisites
- Accounts Payable Reports
- Purchase Order Reports
- Accounts Receivable Reports
- General Ledger Reports
- Saving the Reports to the Archive Folder
- Running a Report
Language Settings
- Language Settings Overview
- Changing Browser Language Settings
Appendix A: Data Vault Datatype Conversion
- Data Vault Datatype Conversion Overview
- Data Vault
- Datatype Conversion Errors
  - Converting Datatypes for Unsupported Datatype Errors
  - Converting Datatypes for Conversion Errors
Appendix B: Special Characters in Data Vault
- Special Characters in Data Vault
  - Supported Special Characters
Appendix C: SAP Application Retirement Supported HR Clusters
- SAP Application Retirement Supported HR Clusters Overview
- PCL1 Cluster IDs
- PCL2 Cluster IDs
- PCL3 Cluster IDs
- PCL4 Cluster IDs
- PCL5 Cluster IDs
Appendix D: Glossary
- access policy
- administrator
- application
- application module
- application version
- archive
- archive action
- archive (Database)
- archive definition
- archive engine
- archive (File)
- archive project
- business rule
- business table
- column level retention
- custom object
- dashboard
- Data Archive
- Data Archive metadata
- data classification
- data destination
- Data Model Metadata
- Data Privacy
- data source
- Data Subset
- data target
- Data Vault access role
- de-referencing
- entity
- ERP application
- expiration date
- expression-based retention
- formula
- general retention
- history database
- home database
- interim
- job
- metadata
- production database
- restore (Cycle)
- restore (Full)
- restore (Transaction)
- retention management
- retention policy
- security group
- staging schema
- standard object
- system-defined role
- system profile
- transaction data
- translation column
- user
- user profile

User Guide

6.5.1
- 6.5 HotFix 1
- 6.5
- 6.4.4
- 6.4.3 HotFix 1
- 6.4.3

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Troubleshooting

The following list describes some common issues you might encounter when you use Data Visualization.

You want to create a report but do not see the tables that you need in the selection list.: Contact your administrator and ensure that you have the same file access role as the data that you require for the report.
You encountered a problem when creating or running a report and want to view the log file.: The name of the log file is
Visualization_API.log file
. To access the log file, browse to the following location:
<Data Archive install directory>\logs\Visualization_API
When you click any button on the Data Visualization page, you see the error message, "HTTP Status 404.": You cannot access Data Visualization if you installed Data Visualization on one or more machines but did not configure the machine to load it. Contact your Data Archive administrator.
You created a new user with the Report Designer role, but when you access Reports and Dashboards you receive an HTTP error.: Data Archive updates new users according to the value of the user cache timeout parameter in the Data Archive system profile. The default value of this parameter is five minutes. You can wait five minutes for the user cache to refresh and then access the
Reports and Dashboards
page. If you do not want to wait five minutes, or if a user assignment has not updated after five minutes, review the user cache timeout parameter in the Data Visualization section of the system profile. For more information about the Data Archive system profile, see the
Informatica Data Archive Administrator Guide
.
A user can run a report even if the user does not have the Data Archive access roles for the tables in the report.: Run the report as a user with a Report Designer role. When you run the report with the Report Designer role, Data Archive activates the security levels.

Log in to Data Archive as a user with the Report Designer role.
Click
Data Visualization
Reports and Dashboard
.
Select the report.
Click
Actions
Run Report
.
Data in a report does not appear masked although the data appears masked in Data Discovery search results.: Run the report as a user with a Report Designer role. When you run the report with the Report Designer role, Data Archive activates the security levels.

Log in to Data Archive as a user with the Report Designer role.
Click
Data Visualization
Reports and Dashboard
.
Select the report.
Click
Actions
Run Report
.
You cannot create a Data Visualization report for entity reference tables.: Data Visualization reports for entity reference tables are not supported.
You cannot copy a report folder to another archive folder.: You might not be able to copy a report folder from one archive folder to another because of one of the following reasons:
The target archive folder does not contain one or more tables required for the report.
The tables required for the report are not in the same schema.

Select another archive folder to save the report folder to.

The following table describes the outcome when you copy a report folder from one archive folder to another under different scenarios:

Scenario
Tables in the Archive Folder You are Copying From
Tables in the Archive Folder You are Copying To
Result

1

UF2.MARA

UF2.MARC

UF2.BKPF

SAP.MARA

SAP.MARC

SAP.BKPF

Success. Data Archive copies the report folder to the target archive folder.

2

UF2.MARA

UF2.MARC

UF2.BKPF

SAP.MARA

SAP.MARC

Error. Data Archive cannot copy the report folder because the target archive folder does not contain the table UF2.BKPF.

3

UF2.MARA

UF2.MARC

UF2.BKPF

SAP.MARA

SAP.MARC

DBO.BKPF

Error. Data Archive cannot copy the report folder because the tables in the target archive folder are spread across two different schemas, the SAP and the DBO schemas.
When you run existing data visualization reports, they fail if you run the reports directly from Data Visualization Designer or "Advanced Reporting" on the new SSL-enabled environment.: For Data Visualization Designer, add
SSL=1
to the JDBC URL. For Advanced Reporting, first run the report from the Reports and Dashboards page or the Patient Archives, and then run the report from the Advanced Reporting interface.

Scenario	Tables in the Archive Folder You are Copying From	Tables in the Archive Folder You are Copying To	Result
1	UF2.MARA UF2.MARC UF2.BKPF	SAP.MARA SAP.MARC SAP.BKPF	Success. Data Archive copies the report folder to the target archive folder.
2	UF2.MARA UF2.MARC UF2.BKPF	SAP.MARA SAP.MARC	Error. Data Archive cannot copy the report folder because the target archive folder does not contain the table UF2.BKPF.
3	UF2.MARA UF2.MARC UF2.BKPF	SAP.MARA SAP.MARC DBO.BKPF	Error. Data Archive cannot copy the report folder because the tables in the target archive folder are spread across two different schemas, the SAP and the DBO schemas.

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Table of Contents

User Guide

User Guide

Troubleshooting

Troubleshooting