Difference between revisions of "Archiving"

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==Overview==
==Overview==


Archiving in ExcelReportLink solution is only available for MYOB Classic(v19) users.
Archiving does two things.
# Allows you to accumulate data from historical data files.
# Reduces the [[Get Data]] time by only pulling changed/recent records
Follow the steps below to enable archiving


==Procedure==
==Procedure==
[[File:Archiving.png|300px|thumb|right|Archiving]]
[[File:Archiving.png|300px|thumb|right|Archiving]]
 
# From the menu go to 30.Settings > Data Files.
You can either setup during uploading the data file or any time later.
# Click on Manage Data Files button.
 
# Select the data file to archive
If you have uploaded the data file already. Please follow the below process for archiving.
# Click the Edit Data File button.
 
# In the data file setup dialogue to the bottom of the window.
* From the menu Go to 30.Settings/Data File.
 
* Click on Manage Data Files button.
 
* Now from the pop out select the data file you will need to archive and click on edit data file.
 
* In the data file setup dialogue to the bottom of the window.


* Under Get Data Options click the dropdown. You will see the below options.
* Under Get Data Options click the dropdown. You will see the below options.

Revision as of 05:33, 15 March 2018

Overview

Archiving does two things.

  1. Allows you to accumulate data from historical data files.
  2. Reduces the Get Data time by only pulling changed/recent records

Follow the steps below to enable archiving

Procedure

Archiving
  1. From the menu go to 30.Settings > Data Files.
  2. Click on Manage Data Files button.
  3. Select the data file to archive
  4. Click the Edit Data File button.
  5. In the data file setup dialogue to the bottom of the window.
  • Under Get Data Options click the dropdown. You will see the below options.


Fixed Date Archiving

1.Archive and retain historical data recorded prior to a FIXED DATE. With this option you will be able to select the date to archive the

2.Archive and retain historical data recorded prior to the LOCKED PERIOD DATE.


3.Archive and retain historical data recorded prior to the PURGE DATE.


  • Select the option you will require and click OK.

Done.


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