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  • 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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Using a Tag Column to Set the Retention Period

Using a Tag Column to Set the Retention Period

You can set the retention period for records based on the value in a tag column. You use a tag column if you archived records without a value, such as a date, that you can base the retention period on.
The following task flow explains how to use a tag column to set an expression-based retention period.
  1. Add a tag column to the table that holds the transaction key.
    1. Specify the Date data type for the tag.
    2. Enter a date for the tag value.
    For more information about adding a tag, see Adding Tags.
  2. Determine the database name of the tag.
    1. Select
      Data Discovery > Browse Data
      .
    2. Move all the
      ilm_metafield#
       columns from the
      Available Columns
       list to the
      Display Columns
       list.
    3. Click
      Search
      .
    4. Browse the results to determine the name of the tag column that contains the value you entered. For example, the name of the tag column is
      ilm_metafield1
      .
  3. Create a retention policy.
    For more information about creating a retention policy, see Creating Retention Policies.
  4. Associate the retention policy to the entity.
    1. Select the entity table with the date tag.
    2. Enter an expression such as the following sample expression in the
      Expression
       dialog box: 
      IFNULL(<name of the date column>, IFNULL(<name of the date tag column>, TODAY()))
      For example, you set the retention policy to 10 years. You want to base the retention period on the last manufacturing date. If a record does not have the last manufacturing date, you want to base your retention period on the tag date. If a record does not have a tag date, you want to use today's date. Use the following expression: 
      IFNULL(LAST_MANUFACTURING_DATE, IFNULL(ILM_METAFIELD1,TODAY()))
      In this example, the retention expiration date is set to 10 years after the last manufacturing date. If the record has a null value instead of a date in the last manufacturing date field, then the retention expiration date is set to 10 years after the date in the date tag column. If the record has a null value in the date tag column, the retention expiration date is set to 10 years after today's date.
    For more information about associating a retention policy to an entity, see Associating Retention Policies to Entities.
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