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English
  • Data Archive 6.5
  • 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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Changing Retention Policies for Archived Records

Changing Retention Policies for Archived Records

After you run an archive job, you can change the retention policy for any archived record. Change the assigned retention policy through Data Discovery. You cannot change the assigned retention policy in the workbench if the policy is assigned to archived records or to archive jobs that are running or completed.
  1. Select
    Data Discovery
    Manage Retention
    .
    The
    Manage Retention
     window appears.
  2. Click the
    Retention Policies
     tab or the
    Entities
     tab.
  3. Click
    Actions
     next to the retention policy name or the entity name.
    The
    Assigned Entities
     window or the
    Assigned Retention Policy
     window appears.
  4. To change the retention policy for records that a specific job archived, click the open button (
    >
    ) next to the entity name or the retention policy name.
    The list of jobs associated with the retention policy and the entity appears.
  5. Click
    Modify Retention Policy
     next to the retention policy, entity, or job name.
    The
    Modify Assigned Retention Policy
     window appears. It displays the archive folder, existing retention policy, and entity name.
  6. To select the records that you want to update, enter the conditions to which the new retention policy applies.
  7. Select the new retention policy and enter the rules that define the new retention period:
    • To add a relative date rule, select a date from the
      Relative to
       field.
    • To add a column level rule, add a row in the
      Base Retention Period On
       area, and select the table and column.
    • To add an expression-based rule, add a row in the
      Base Retention Period On
       area. Click the
      Expression
       icon in the row, enter the expression in the
      Expression
       dialog box, and click
      Save
      . The
      Expression
       icon turns green to indicate that an expression is configured.
  8. If you enter multiple rules, select the maximum date or minimum date in the
    By evaluating the
     list.
  9. Enter comments about the retention policy changes.
  10. To view the records affected by your changes, click
    View
    .
    A list of records that the retention policy changes affect appears. Data Archive lists the current expiration date for each record.
  11. To submit the changes, click
    Submit
    .
    The
    Schedule Job
     window appears.
  12. Schedule the Update Retention Policy job and select the notification options.
  13. Click
    Schedule
    .
    Data Archive starts the job according to the schedule.
  14. To view the Retention Expiration report, click
    Jobs
    Monitor Jobs
    , select the Update Retention Policy job, and click
    Retention Expiration Report
    .
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