Understanding Archiving for Ledgers and Journals

These topics provide an overview of archiving for ledgers and journals and discuss how to:

• Archive ledgers and journals.

• Restore archived ledgers and journals.

Topic details include:

• Archive query.

• History tables.

• Archive objects.

• Preprocesses and postprocesses.

• Archive templates.

• Archive results.

• Performance.

Because archiving procedures are extensions of the PeopleSoft PeopleTools Data Archive Manager functionality and because the general ledger archive procedures are totally dependant on that functionality, it is assumed that you have read the PeopleTools archiving documentation and thoroughly understand the terminology, the functionality, and have developed an archive strategy before reading this documentation and proceeding to archive ledgers and journals.

PeopleSoft General Ledger archiving makes use of queries to provide selection criteria and the prompts for that selection criteria. For example, your query can specify business units and dates for ledger and journal data to be archived when you run the archive process. Archiving also uses preprocesses to enforce certain data conditions before the archive process is run, such as not allowing the archiving of ledger data in an open period. You can also use postprocesses to produce such things as a listing of the data archived.

History tables are provided to receive journal and ledger data. Archive objects identify a base record with its associated records and provides for the association of the actual tables with the history tables.

An archive template ties the query, the archive object, and the pre- and postprocess together for use by the PeopleTools Archive Processor (PSARCHIVE).

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