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English
  • Data Archive 6.5.1
  • 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. 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

User Guide

User Guide

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Associating Retention Policies to Entities

Associating Retention Policies to Entities

Associate retention policies to entities to configure column-level or expression-based retention. You can associate a retention policy to multiple entities, columns, and expressions. You cannot associate a retention policy with an indefinite retention period to an entity.
If you select column-level retention, you must select a table in the entity and a column that contains date values. If you select expression-based retention, you must select a table in the entity and enter an expression.
  1. Select
    Workbench
    Manage Retention Policies
    .
    The
    Manage Retention Policies
     window appears.
  2. Click
    Associate to Entity
     next to the retention policy you want to associate.
    The
    Associate Retention Policy to Entity
     window appears.
  3. Click
    Add Entity
    .
  4. Select an application from the
    Application Module
     list of values.
  5. Select the entity from the
    Entity Name
     list of values.
  6. To configure column-level retention, you must select an entity table and a column that contains date values.
    1. Select a table from the
      Entity Table
       list of values.
    2. Select a column that contains date values from the
      Retention Column
       list of values.
      The Retention Column list displays date columns that are not null.
    3. Click
      Save
      .
    Repeat step 6 to associate the retention policy with another column.
  7. To configure expression-based retention, you must select an entity table and enter an expression.
    1. Select a table from the
      Entity Table
       list of values.
    2. Click the icon in the
      Expression
       column.
    3. Enter the expression in the
      Expression
       dialog box.
      The
      Expression
       icon turns green to indicate that expression-based retention is configured for the entity association.
    4. Click
      Save
      .
    Repeat step 7 to associate the retention policy with another expression.
    If the expression needs to evaluate a tag value, you must use the name of the tag column as it appears in the database. The following steps shows how you can determine the name of the tag column:
    1. Select
      Data Discovery
      Browse Data
      .
    2. Select the archive folder, schema, and table.
    3. Select all the tag columns,
      ilm_metafield1
       to
      ilm_metafield9
      , from the Data Columns section and move them to the Display Columns section using the
      >
       arrow. Click
      Search
      .
    4. In the Results section, note the name of the tag column that contains the appropriate tag values.
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