3.7.1.2 Create Archive Policy

This section provides the details on archiving the data from selected tables based on user defined criteria.

To create Archive Policy, follow these steps:

1. Navigate to New Policy page.
2. Follow the steps mentioned in below sections:
   1. Step 1: Policy Definition
   2. Step 2: Selection
   3. Step 3: Condition
   4. Step 4: Preview and Submit

Step 1: Policy Definition section

1. From Policy Details tab, click Start. The Policy Definition page is displayed.

   Figure 3-30 Policy Definition section

   
   

   

   
   
2. Enter the following details:
   • Name: Name of Policy
   • Description: Description of Policy
   • Type: Type of Policy as Archive

Step 2: Selection section

1. Navigate to the Selection section.

   Figure 3-31 Selection section

   
   

   

   
   
2. Select Table which you want to archive from Select Table for Archive or Delete drop-down.
3. Select the policy execution date and time of policy using Policy Execution Date calendar
4. Click Continue.

Step 3: Conditions

This section allows you to define the conditions(s) to archive the table.

1. Navigate to the Conditions section.

   Figure 3-32 Conditions section

   
   

   

   
   
2. Select the column(s) using filter.
3. Select operator from Clause Name drop-down. The list of operators displays based on the selected Column Name.

   Note:

   You must select at least one condition to avoid the full table archive. Use AND if you want to use multiple columns. You can select columns from pre-defined list. Don’t use wild card characters. Supported operators are: >, <, <=, and =>.

4. Enter condition value for selected column.

   For example, If you have selected Column as Account Number, then select Equals operator from Clause Name drop-down, and enter alphanumeric value in Value field.

   To add more conditions, define the condition and click Save.

5. Click Continue.

Step 4: Preview and Submit section

1. Navigate to Preview and Submit section. Review the policy details.

   Figure 3-33 Preview and Submit section

   
   

   

   
   
2. Click Submit to create the policy. The created policy will be displayed on Data Housekeeping Summary page.

   Note:

   Data that is archived remains in the same table but is invisible to user. Thus, they cannot be inserted back as it will violate unique constraint of concerned table.