Understanding Document ArchivingThis section provides an overview and instructions on archiving documents.
Understanding Document ArchivingThis section discusses:
Document archiving.
Delivered archive objects.
Running the archive process.
Deleting archived rows.
See Also
Document Archiving
Over the years the number of documents within your organization is likely to grow to an unmanageable number. To help alleviate this problem, PeopleSoft provides a method to archive and delete performance and development documents by country and document type when the document is older than a specified date.
Delivered Archive Objects
ePerformance delivers these archive objects:
EP_APPR_DOCS
EP_APPR_DOCS_FPA
ePerformance also delivers the EP_APPR template. This table lists the archiving records that are delivered.
|
Description |
Archiving Record |
History record |
|
Document Header |
EP_APPR |
EP_APPR_HST |
|
Document Item - Baseline |
EP_APPR_B_ITEM |
EP_A_B_ITEM_HST |
|
Document Role - Baseline |
EP_APPR_B_ROLE |
EP_A_B_ROLE_HST |
|
Document Section - Baseline |
EP_APPR_B_SEC |
EP_A_B_SEC_HST |
|
Document Sub-Item - Baseline |
EP_APPR_B_SUB |
EP_A_B_SUB_HST |
|
Document Item |
EP_APPR_ITEM |
EP_A_ITEM_HST |
|
Nominate Participants |
EP_APPR_NOMINEE |
EP_A_NOMINE_HST |
|
Building Rvw Participant List |
EP_APPR_NOM_LST |
EP_A_NM_LST_HST |
|
Document Participants |
EP_APPR_PARTIC |
EP_A_PARTIC_HST |
|
Document Role |
EP_APPR_ROLE |
EP_A_ROLE_HST |
|
Document Section |
EP_APPR_SECTION |
EP_A_SECTN_HST |
|
Wkflow for Appraisal SS |
EP_APPR_STA |
EP_A_STA_HST |
|
Document Sub-Item |
EP_APPR_SUBITEM |
EP_A_SBITM_HST |
|
ePerformance Attachments |
EP_ATTACH |
EP_ATTACH_HST |
|
FPS - Employee Review History |
FPAREVIEW_HIST |
FPARVW_HIST_HST |
|
Federal Review Comments |
GVT_EP_COMMENTS |
GVT_EP_CMNT_HST |
Running the Archive Process
To archive ePerformance documents, follow these steps:
Access the Archive Data to History page (PeopleTools, Data Archive Manager, Archive Data to History).
Create a run control ID.
Select EP_APPR (ePerformance Docs Archive) as the Archive Template.
For archiving by country, document type, and date, choose Selection as the Process Type.
Select one of the these values:
EP_APPR_AR_CNTY_DCIND_DT (Archive by Cntry, Doc Ind, Dt).
EP_APPR_AR_CNTY_DCTYP_DT (Archive by Cntry, Doc Typ, Dt).
EP_APPR_AR_CNTY_DT (Archive by Cntry, Dt).
EP_APPR_AR_DATE (Archive by Date)
EP_APPR_AR_DCTYP_DT (Archive by Doc Typ, Dt)
EP_APPR_AR_EMPLID_DT (Archive by Emp Id, Dt)
If you are using an Oracle database, select Row Based Processing and then enter a number (usually 10000) in the Commit Frequency field.
Note. Selecting Row Based Processing is not required for any other platform other than Oracle.
Click the Define Binds link.
Click the Reset Query Bind Variables button.
Enter the appropriate information in these fields:
Country
Document Type
Document end date less than
The system archives into the History tables documents that are older than the date you entered.
Run the process.
Deleting Archived Rows
To delete archived ePerformance documents, follow these steps:
Access the Archive Data to History page (PeopleTools, Data Archive Manager, Archive Data to History).
Create a run control ID.
Select EP_APPR (ePerformance Docs Archive) as the Archive Template.
To delete old documents, choose Delete as the Process Type.
From the Batch Number field, select the batch number that was assigned to the archive process.
If you are using an Oracle database, select Row Based Processing and then enter a number (usually 10000) in the Commit Frequency field.
Note. Rows have to be in the History tables to be deleted from Transaction tables.
Select the Audit Row Count check box.
Run the process.
Note. If you need to restore rows from History tables back to Transaction tables, select Rollback as the process type and then select the query that meets your needs. You also need to reset the query bind variable fields (Country, Document Type, Doc end date greater than, and Doc end date less than).