Archiving Ledgers and Journals

To archive ledgers and journals use the Archive Data to History (PSARCHRUNCNTL), Define Query Bind Variables (PSARCHRUNQRYBND), and Audit Archiving (PSARCHIVEAUDIT) components.

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.

PeopleTools > Data Archive Manager > Archive Data to History

See PeopleTools: Data Management.

Define Query Bind Variables Page

PSARCHRUNQRYBND

Click the Define Binds link on the Archive Data to History page; click the Reset Query Bind Variables button and enter the values that are used to select the data to be archived.

See PeopleTools: Data Management.

Audit Archiving Page

PSARCHIVEAUDIT

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

PeopleTools > Data Archive Manager > Audit Archiving

See PeopleTools: Data Management.

You use the Data Archive Manager to perform an archive.

Use the same run control page for each step in the process except for auditing the archive selection.

Perform these tasks to archive ledgers and journals for General Ledger.

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

    By clicking Reset Query Find Variables on the Define Query Bind Variables page you can reset criteria.

    Note: You can run the archive 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 select the Audit Row Count check box on the Archive Data to History page.

  3. Delete the archived records and tables from the active database tables for a specific archive ID (template) and batch number on the Archive Data to History page.

  4. (Optional) You can rollback archived data from the history tables for a specific archive ID (template) and batch number using the Archive Data to History page if, for example, you delete data from records and tables from the active database in error.

  5. Your DBA off loads data from the history tables to another database or to flat files.

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

  7. If you want to see data in the tables selected to be archive, you can run a query on the history tables.

    The data in the history tables is keyed by the archive ID (template) and batch number for each archive run.

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.

Note: If you decide to run the archive selection process again, for example, because you did not select the correct data, you must first use the Data Archive Manager option to remove the previous data from the history tables.

See PeopleTools documentation: Data Management, "Using PeopleSoft Data Archive Manager."