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English
  • Data Archive 6.5 HotFix 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. Data Vault Datatype Conversion
  23. Special Characters in Data Vault
  24. SAP Application Retirement Supported HR Clusters
  25. Glossary

User Guide

User Guide

Back Next

Task 3. Create the Retirement Archive Project

Task 3. Create the Retirement Archive Project

When you create the retirement archive project, select 5-Year Policy for the AUTO_POLICIES entity.
  1. Select
    Workbench
    Manage Retirement Projects
    .
    The
    Manage Retirement Projects
     window appears.
  2. Click
    New Retirement Project
    .
    The
    New/Edit Retirement Project
     wizard appears.
  3. Enter the custom application name and the retirement date, and then click
    Next
    .
    The wizard prompts you for source and target information.
  4. Select the application version, the source repository, and the target repository, and then click
    Next
    .
    The wizard prompts you for the entities to include in the project.
  5. Click
    Add Entity
    .
    The
    Entity
     window appears.
  6. Select the AUTO_POLICIES entity and click
    Select.
    The wizard lists the entity that you select.
  7. Click
    Next
    .
    The wizard prompts you for a retention policy and an access role for the entity.
    Retirement Project wizard retention policy selection
  8. Select retention policy "5-Year Policy POLICY TERM_DATE" for the AUTO_POLICIES entity.
    The wizard displays details about the retention policy. The details include the column and table on which to base the retention period.
  9. Click
    Next
    .
    The wizard prompts you for approval information for the retirement project.
  10. Optionally, enter approval information for the project, and then click
    Next
    .
    The wizard displays the steps in the retirement archive job.
  11. Click
    Publish
    .
    Data Archive saves the retirement project. You can view the project in the
    Manage Retirement Projects
     window.
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