Archiving Data

This topic provides an overview of the archive process flow and an overview of history tables. For additional information about these pages, see PeopleTools: Lifecycle Management Guide.

Page Name

Definition Name

Usage

Archive Data to History Page

PSARCHRUNCNTL

Select an archive template and query and select the action you want to take in the archiving process.

Define Query Bind Variables Page

PSARCHRUNQRYBND

Enter the date used to select the transactions to archive by clicking the Reset Query Bind Variables button.

Audit Archiving Page

PSARCHIVEAUDIT

View the number of rows selected to be archived for each table for a specific archive run.

Use the Data Archive Manager to archive transactions. You use the same run control page for each step in the process except for auditing the archive selection and generating archive candidate reports.

Perform these tasks to archive data:

  1. Archive data to the history tables by selecting the archive template and query for the data type that you want to archive on the Archive Data to History page.

    Also, enter the archive date used to select the transactions by clicking Reset Query Find Variables on the Define Query Bind Variables page.

    This table shows what the system compares the archive date to for the different data types:

    Data Type

    Archive Date

    Travel authorization transaction data

    Accounting date

    Travel authorization approval data

    Last date modified or last approval date

    Cash advance transaction data

    Accounting date

    Cash advance approval data

    Last date modified or last approval date

    Expense report transaction data

    Accounting date

    Expense report approval data

    Last date modified or last approval date

    Time report transaction data

    Accounting date

    Time report approval data

    Last date modified or last approval date

    DCAA audit data

    DCAA audit date

    Time report project resource data

    Period end date

    My Wallet transaction data

    Transaction date

    My Wallet enhanced data

    Transaction date

    Accounting line data

    Accounting date

    Approval history data

    Approval date

    Note: You can run the process multiple times to create various "what-if" scenarios based on the archive date.

  2. (Optional) Review the number of rows that were selected for archiving for each table on the Audit Archiving page.

    This page lists the number of rows that were selected for archiving for each archive ID (template), archive batch number, and table combination.

    Note: This page displays data only if you selected the Audit Row Count check box on the Archive Data to History page.

  3. Delete the data from the transaction tables for a specific archive ID (template) and batch number on the Archive Data to History page.

  4. (Optional) Rollback the transaction data from the history tables for a specific archive ID (template) and batch number on the Archive Data to History page if you deleted the transaction data in error.

  5. Remove the transaction data from the history tables for a specific archive ID (template) and batch number on the Archive Data to History page.

Note: When archiving is complete, you need to incrementally rebuild index tables to remove the records from the index. This applies to all tables that are part of the Search Definition (index) for this product.

PeopleSoft Expenses updates these history tables when you run the selection process:

History Tables

  • EX_TAUT_SPLIT_H

  • EX_TAUTH_DIST_H

  • EX_TAUTH_HDR_H

  • EX_TAUTH_LINE_H

EX_TAUTH_AW_H

  • EX_ADV_CHK_H

  • EX_ADV_DIST_H

  • EX_ADV_DOCSEQ_H

  • EX_ADV_HDR_H

  • EX_ADV_LINE_H

  • EX_ADV_PYMT_H

EX_ADV_AW_H

  • EX_SHEET_ADV_H

  • EX_SHEET_ATT_H

  • EX_SHEET_DIST_H

  • EX_SHEET_HDR_H

  • EX_SHEET_LINE_H

  • EX_SHEET_PYMT_H

  • EX_SHT_DOCSEQ_H

  • EX_SHT_LN_PD_H

  • EX_SHT_SPLIT_H

EX_SHEET_AW_H

  • EX_TIME_DTL_H

  • EX_TIME_HDR_H

  • EX_TIME_POL_H

  • EX_TM_DTL_DLY_H

  • EX_TM_POL_DLY_H

EX_TIME_AW_H

EX_AUDIT_DCAA_H

EX_PRJ_RS_STG_H

EX_TRANS_H

EX_ENHC_SUMM_H

EX_ENHC_DET_H

EX_ENHC_SUMMAMX_H

EX_ENHC_DETAMX_H

  • TV_MYRES_HDR_H

  • TV_MYRES_LINE_H

  • TV_MYRES_DTL_H

EX_ACCTG_LINE_H

EX_APRVL_HIST_H

The data in these tables is keyed by the archive ID (template) and batch number for each archive run. If you want to see all transactions that are selected to archive you can run a query on the history tables or you can run one of the PeopleSoft Expenses archive candidate reports.

You may not want to delete data from the history tables each time that you select and delete data from the transaction tables. This way the data will be available for a period of time to enable you to restore the data into the transaction tables. Oracle recommends that you create a schedule for deleting data from the history tables. Before you delete data from the history tables, you should use a database utility to copy the contents to a flat file.

Important! If you decide to run the archive selection process again because you didn't select the correct data, you must first use the Data Archive Manager option to remove the data from the history tables.