4.5.1 Actions Performed on Data Retention

To View Data Retention Policies:
  1. Navigate to Admin Tools > Data Retention > Data Retention Policy.

    The Data Retention Policy screen is displayed.

  2. View the list of policies along with Table Name, Snapshot Type, Operation, Retention Period, and Archive Duration.
To Preview Cleanup Activities:
  1. Navigate to Admin Tools > Data Retention > Data Retention Policy.
  2. Click Next Cleanup Preview.

    The system displays upcoming cleanup operations based on defined policies.

To Refresh or Reset Policy List:
  1. Navigate to Admin Tools > Data Retention > Data Retention Policy.
  2. Do either of the following:
    • Click Refresh to reload the data.
    • Click Reset to clear filters and restore the default view.
To View Execution History:
  1. Navigate to Admin Tools > Data Retention > Data Retention Execution History.

    The Data Retention Execution History screen is displayed.

  2. View execution details such as As-of Date, Batch Run Id, Table Name, Operation, and Status.
To Download Execution Logs:
  1. Navigate to Admin Tools > Data Retention > Data Retention Execution History.
  2. Click Download Logs.

    The system downloads the execution logs for the selected or filtered records.

To Filter Execution History:
  1. Navigate to Admin Tools > Data Retention > Data Retention Execution History.
  2. Use the search bar or filters such as Execution Date, Batch Run Id, and Table Name to refine the results.
To Defer a Cleanup Action:
  1. Navigate to Admin Tools > Data Retention > Data Retention Policy.
  2. Click Next Cleanup Preview.

    The system displays cleanup operations scheduled for the next day, based on defined policies.

  3. Locate the required table row.
  4. In the Defer Action Until column, click the date field and select a date (up to three months from the current date) from the date picker.

    The selected table's cleanup action is deferred until the chosen date.

To Manage Exclusions:
  1. Navigate to Admin Tools > Data Retention > Data Retention Policy.
  2. Click Manage Exclusion.
  3. On the Manage Cleanup Exclusions screen, select the required tables and mark them as included or excluded.
  4. Click Save to save your changes.
  5. Return to the Data Retention Policy screen and verify the updated status in the Exclude Status column.