Archiving - Revision history

Jeff: /* Related Topics */

2019-04-17T07:42:19Z

2018-03-15T20:15:03Z

← Older revision		Revision as of 15:15, 15 March 2018
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	Archiving brings two benefits:		Archiving brings two benefits:
	# Reduces the [[Get Data]] time.		# Reduces the [[Get Data]] time.
	# Accumulates data ~~accross~~ historical data files.		# Accumulates data across historical data files even when transactions are purged.

	It works by:		It works by:
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	* And only extracts changed or recent records		* And only extracts changed or recent records

	~~Follow the steps below to enable archiving~~		==How to setup Arhiving==

	==~~Procedure~~==
	[[File:Archiving.png\|300px\|thumb\|right\|Archiving]]		[[File:Archiving.png\|300px\|thumb\|right\|Archiving]]
	# From the menu go to 30.Settings > Data Files.		# From the menu go to 30.Settings > Data Files.
	# Click on Manage Data Files button.		# Click the Manage Data Files button.
	# Select the data file to archive		# Select the data file to archive
	# Click the Edit Data File button.		# Click the Edit Data File button.

2018-03-15T10:42:10Z

← Older revision		Revision as of 05:42, 15 March 2018
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	==Overview==		==Overview==

	Archiving ~~does~~ two ~~things.~~		Archiving brings two benefits:
	~~# Allows you to accumulate data from historical data files.~~		# Reduces the [[Get Data]] time.
	# Reduces the [[Get Data]] time by only ~~pulling~~ changed/recent records		# Accumulates data accross historical data files.

			It works by:
			* Keeping historical transactions.
			* And only extracts changed or recent records

	Follow the steps below to enable archiving		Follow the steps below to enable archiving

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	# Select the data file to archive		# Select the data file to archive
	# Click the Edit Data File button.		# Click the Edit Data File button.
			# Select the Options tab
	# In the data file setup dialogue to the bottom of the window.		# In the data file setup dialogue to the bottom of the window.

2018-03-15T10:33:43Z

← Older revision		Revision as of 05:33, 15 March 2018
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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.

2017-03-29T00:53:19Z

← Older revision		Revision as of 19:53, 28 March 2017
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	If you have uploaded the data file already. Please follow the below process for archiving.		If you have uploaded the data file already. Please follow the below process for archiving.

	* From the ~~Sales Pivot solution~~ menu Go to 30.Settings/Data File.		* From the menu Go to 30.Settings/Data File.

	* Click on Manage Data Files button.		* Click on Manage Data Files button.

2016-10-28T02:01:24Z

← Older revision		Revision as of 21:01, 27 October 2016
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	3.'''Archive and retain historical data recorded prior to the PURGE DATE.'''		3.'''Archive and retain historical data recorded prior to the PURGE DATE.'''


	* Select the option you will require and click OK.		* Select the option you will require and click OK.

2016-10-28T01:59:56Z

← Older revision		Revision as of 20:59, 27 October 2016
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	[[File:Fixed Date Archiving.png\|300px\|thumb\|right\|Fixed Date Archiving]]		[[File:Fixed Date Archiving.png\|300px\|thumb\|right\|Fixed Date Archiving]]

	1.Archive and retain historical data recorded prior to a FIXED DATE.		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		With this option you will be able to select the date to archive the
	<br clear=all />		<br clear=all />

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

	<br clear=all />		<br clear=all />

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

	* Select the option you will require and click OK.		* Select the option you will require and click OK.

2016-10-28T01:59:12Z

← Older revision		Revision as of 20:59, 27 October 2016
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	==Overview==		==Overview==

	Archiving in ~~Sales Pivot~~ solution is only available for MYOB Classic(v19) users.		Archiving in ExcelReportLink solution is only available for MYOB Classic(v19) users.

	==Procedure==		==Procedure==

2016-10-28T01:34:13Z

← Older revision		Revision as of 20:34, 27 October 2016
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	1.Archive and retain historical data recorded prior to a FIXED DATE.		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
	<br clear=all />		<br clear=all />

2016-10-28T01:32:20Z

← Older revision		Revision as of 20:32, 27 October 2016
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	<br clear=all />		<br clear=all />
			[[File:Fixed Date Archiving.png\|300px\|thumb\|right\|Fixed Date Archiving]]

	1.Archive and retain historical data recorded prior to a FIXED DATE.		1.Archive and retain historical data recorded prior to a FIXED DATE.