Preface
Starting Data Archive
- Starting the ILM Application Server
- Configure Proxy Server Settings
- Logging In to Data Archive
System Configuration
- System Configuration Overview
- Conf.properties File
- System Profile
- Email Notification
  - Test Email Server Configuration Job
  - Setting Up Email Notification
- Environment Variables
Database Users and Privileges
- Database Users and Privileges Overview
- Database Users
- IBM DB2 Privileges
- SAP Application Retirement Privileges
  - ZINFA_RETIREMENT_PREPARATION Role
Source Connections
- Source Connections Overview
- Source Database Requirements
- Connection Properties
  - General Connection Properties
- IBM DB2 Source Connections
- Binding Packages on IBM DB2
- Generic JDBC Source Connections
  - Uploading JDBC Driver JAR Files
  - Generic JDBC Connection Properties
- Informix Source Connections
- Legacy Adapter Connection
- Microsoft SQL Server Source Connections
  - Creating an SSL Connection
- Netezza Source Connections
- Oracle Source Connections
- PowerExchange ODBC Connections
- Salesforce Source Connections
- Sybase Source Connections
- Teradata Source Connections
- Creating a Source Connection
- Copying a Source Connection
- Database User Password Changes
  - Properties File
  - Changing Database User Passwords
Target Connections
- Target Connections Overview
- Target Database Requirements
- Connection Properties
  - General Connection Properties
- IBM DB2 Target Connections
- Informix Target Connections
- Microsoft SQL Server Target Connections
  - Creating an SSL Connection
- Data Vault Target Connections
  - Archive Store Properties
- Oracle Target Connections
- Teradata Target Connections
- Netezza Target Connections
- Creating a Target Connection
- Copying a Target Connection
- Database User Password Changes
  - Properties File
  - Changing Database User Passwords
Archive Store Configuration
- Archive Store Configuration Overview
- EMC Centera and EMC Atmos Configuration
- Hitachi Content Platform Configuration
- Hadoop Distributed File System Configuration
- Microsoft Azure Storage Configuration
Datatype Mapping
- Datatype Mapping from Source to Archive Overview
- Datatype Mapping Interface
- Data Vault Datatypes
- IBM DB2 Source Databases
- Custom Datatypes
- SAP Datatypes
- Unsupported Datatype Mappings
- Mapping a Custom Datatype to an Archive Datatype
- Out-of-Range Data Replacement
  - Configuration for Out-of-Range Data Replacement
  - Examples for Out-of-Range Data Replacement
Database Optimization
- Database Optimization Overview
- IBM DB2 Native Utilities
- Teradata Native Utilities
SAP Application Retirement
- SAP Application Retirement Overview
- SAP Application Retirement Architecture Options
- Setting Up SAP Application Retirement
- Step 1. Install the SAP Java Connector
- Step 2. Apply the SAP Transports
- Step 3. Assign Roles
- Step 4. Configure Conf.Properties
- Step 5: Set up the FTP or NFS Connection
  - Creating the FTP Connection
  - Creating the NFS Mount
z/OS Source Data Retirement
- z/OS Source Data Retirement Overview
- Implementation Example
- Prerequisites
- Step 2. Create PowerExchange Data Maps
- Step 3. Configure PowerExchange ODBC Data Sources on the Data Archive Server
  - Configure ODBC Data Sources on Linux or UNIX
  - Configure ODBC Data Sources on Windows
- Step 4. Import z/OS Metadata
- Step 5. Define and Run the Retirement Project
Seamless Data Access
- Seamless Data Access Overview
- Seamless Access for IBM DB2
  - Create Seamless Data Access Script Job
    - Create Seamless Data Access Script Job Parameters
  - Configuring Seamless Access for IBM DB2
- Seamless Access for Oracle
- Seamless Access for PeopleSoft
- Seamless Access for PeopleSoft on IBM DB2
Data Discovery Portal
- Data Discovery Portal Overview
- Search Data Vault
  - Setting up Search Data Vault
  - Maintaining Search Indexes
- Search Within an Entity in Data Vault
  - Step 1. Define Search Options
    - Editing Search Options
  - Step 2. Specify Number of Records in Results
    - Editing the Default Maximum Records in Results Value
- Masking Sensitive Information in Data Vault
  - Enabling Dynamic Data Masking
- Integration with E-Discovery Solutions
  - In-Place Preservation for Data Vault Through Exterro Fusion
    - Integrating Data Archive and Exterro Fusion
    - Troubleshooting Legal Holds Applied from the Exterro Fusion Interface
- Accessing Archive Data from an External Application
Security
- Security Overview
- Users
  - User Properties
  - Password Management
- User Management
- System-Defined Roles
  - System-Defined Roles and Privileges
  - User Reports for System-Defined Roles
- Data Vault Access Roles
- Security Groups
  - Security Group Properties
  - Creating Security Groups
SSL Communication with Data Vault
- SSL Communication with Data Vault Overview
- Creating a Certificate and TrustStore
- Updating Conf.Properties
- Modifying the StartApplimation File
- Creating a Generic JDBC Source Connection
- Importing Data Vault Table Metadata with SSL Enabled
- Updating JReport Designer
LDAP User Authentication
- LDAP User Authentication Overview
- User Synchronization
  - Nested Group Synchronization for Users
- Data Archive Roles and LDAP Security Groups
  - Technical Names for System-Defined Roles
- Role Assignments
- Role Assignment Synchronization
  - Nested Group Synchronization for Role Assignments
- Sync with LDAP Server Job
  - Sync with LDAP Server Job Parameters
- Troubleshooting the Sync with LDAP Server Job
- Setting Up LDAP User Authentication
- LDAP User Authentication Maintenance
- Single Sign-On
Auditing
- Auditing Overview
- Audit Levels
- Configuring Audit Logs
- Archiving Audit Logs
- Viewing Audit Logs
- Exporting Audit Logs
- Purging Audit Logs
Running Jobs from External Applications
- Running Jobs from an External Application Overview
- Job Handler JSP
- Job Handler JSP Job Parameters
- Run Update Retention JSP
- Run Definition JSP
- Legal Hold API
- Step 1. Configure Security
- Step 2. Form the Legal Hold URL
- Step 3. Add the URL to the External Application Code
- Step 4. Form the URL that Calls GetJobStatus.jsp
  - Forming the URL that Calls GetJobStatus.jsp
  - Example
- Step 5. Add the URL to the External Application Code
- File Archive Transaction Restore API
- Step 1. Configure Security
- Step 2. Create the File Archive Transaction Restore API Definition
- Step 3. Form the File Archive Transaction Restore URL
  - File Archive Transaction Restore URL Syntax
  - Forming the URL for the File Archive Transaction Restore API
- Step 4. Add the URL to the External Application Code
- API Authentication
Salesforce Archiving Administrator Tasks
- Salesforce Archiving Administrator Tasks Overview
- Configure Salesforce Permissions
Upgrading Oracle History Data
- Upgrading Oracle History Data Overview
- Upgrading Oracle History Data Prerequisites
- Steps to Upgrade the History Data
- Step 1. Run the History Upgrade Scripts
  - History Upgrade Scripts Parameters
  - Running the History Upgrade Scripts
- Step 2. Run the Create History Table Job with the Original Source
  - Running the Create History Table Job
- Step 3. Update the Application Version for Source and Target Connections
  - Updating the Application Version for Source and Target Connections
- Step 4. Run the Create History Table Job with the Updated Source
  - Running the Create History Table Job
- Step 5. Run the Seamless Data Access Job for the Updated Source
  - Running the Seamless Data Access Job
- Step 6. Run the Create Indexes Job
  - Running the Create Indexes Job
- Step 7. Gather Database Statistics
Upgrading PeopleSoft History Data
- Upgrading PeopleSoft History Data Overview
- Upgrading PeopleSoft History Data Prerequisites
- Steps to Upgrade the History Data
- Step 1. Run the History Upgrade Scripts
  - Running the History Upgrade Scripts
    - Original Application Changes Script Example
    - Updated Application Changes Script Example
- Step 2. Run the Create History Table Job with the Original Source
  - Running the Create History Table Job
- Step 3. Update the Application Version for Source and Target Connections
  - Updating the Application Version for Source and Target Connections
- Step 4. Run the Create History Table Job with the Updated Source
  - Running the Create History Table Job
- Step 5. Run the Seamless Data Access Job for the Updated Source
  - Running the Seamless Data Access Job
- Step 6. Run the Create Indexes Job
  - Running the Create Indexes Job
- Step 7. Gather Database Statistics
Data Archive Maintenance
- Data Archive Maintenance Overview
  - Data Archive Component Integration
- Backing up Data Archive Components
- Maintaining the Data Vault Repository
Appendix A: Datetime and Numeric Formatting
- Datetime and Numeric Formatting Overview
- Datetime Format Strings
  - Datetime Format String Examples
- Numeric Format Strings
  - Numeric Format String Examples
Appendix B: Data Archive Connectivity
- Data Archive Connectivity Overview
- Native Connectivity
- DataDirect Connect JDBC Connectivity
- PowerExchange Connectivity
- Third-Party JDBC Connectivity

Administrator Guide

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

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Configure Salesforce Permissions

Before you can archive or purge data from Salesforce, you must configure permissions in Salesforce for certain profiles, users, and objects.

Configure the following permissions in Salesforce:

Object Type	Interim Schema	Level	Required Permissions/Configurations
Standard/Custom	PUBLIC/SFORCE	Profile	Enable "API Enabled"
		Profile	Enable "View Encrypted Data"
		User	Enable "Active"
		Object	Enable "Visible" field-level security for objects
		Object	Disable "Read-Only" field-level security for objects
Standard	PUBLIC	Profile	Enable "Modify All Data"
		Object	Enable "Feed Tracking" for task and event object
		Object	Enable "Topics" for task and event
Custom	PUBLIC	Profile	Enable "View All" for custom object
Custom	PUBLIC	Profile	Enable "Modify All" for custom object
Standard/Custom	SFORCE	Profile	Enable "Customize Application"
		Profile	Enable "Manage Profiles and Permission Sets"
		Profile	Enable "Modify All Data"
		Profile	Enable "Create" on objects

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Administrator Guide

Administrator Guide

Configure Salesforce Permissions

Configure Salesforce Permissions