Archiving - Revision history

Jeff at 03:00, 11 September 2020

2020-09-11T03:00:08Z

← Older revision		Revision as of 22:00, 10 September 2020
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	==Overview==		==Overview==

	The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions ~~in v19~~		The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions

	==Procedure==		==Procedure==

Jeff: /* Procedure */

2020-02-19T00:02:40Z

Procedure

← Older revision		Revision as of 19:02, 18 February 2020
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	<br clear=all />		<br clear=all />
	~~[[File:DataFileSetup-Options.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.'''

Jeff: /* Procedure */

2020-02-19T00:01:45Z

Procedure

← Older revision		Revision as of 19:01, 18 February 2020
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	==Procedure==		==Procedure==
	[[File:~~Archiving~~.png\|300px\|thumb\|right\|Archiving]]		[[File:Data_File_Setup_Options.png\|300px\|thumb\|right\|Archiving]]

	You can either setup during uploading the data file or any time later.		You can either setup during uploading the data file or any time later.

Jeff: /* Procedure */

2019-07-30T09:02:07Z

Procedure

← Older revision		Revision as of 04:02, 30 July 2019
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	[[File:~~Fixed Date Archiving~~.png\|300px\|thumb\|right\|Fixed Date Archiving]]		[[File:DataFileSetup-Options.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.'''

Jeff: /* Related Topics */

2019-01-10T05:47:05Z

Jeff: /* Related Topics */

2019-01-10T05:46:54Z

Jeff: /* Related Topics */

2018-04-03T22:33:25Z

Jeff: Created page with "==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are..."

2018-04-03T22:30:13Z

Created page with "==Overview== The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are..."

New page

==Overview==

The archiving algorithm allows for historical transactions to be stored and for the Get data to only pull transactions which could have changed. The benefits are that it makes the Get Data process run faster and it allows reporting on purged transactions in v19

==Procedure==
[[File:Archiving.png|300px|thumb|right|Archiving]]

You can either setup during uploading the data file or any time later.

If you have uploaded the data file already. Please follow the below process for archiving.

* From the BudgetLink Sales Pivot menu Go to 30.Settings/Data Files.

* Click Manage Data Files button.

* 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.

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[[File:Fixed Date Archiving.png|300px|thumb|right|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
<br clear=all />

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

<br clear=all />

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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==Related Topics==

← Older revision		Revision as of 00:47, 10 January 2019
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	[[How to Disable Archiving]]		[[How to Disable Archiving]]

	[[How to Delete an Archive]]		[[How to Delete an Archive]]

← Older revision		Revision as of 00:46, 10 January 2019
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	[[How to Disable Archiving]]		[[How to Disable Archiving]]
			[[How to Delete an Archive]]

← Older revision		Revision as of 17:33, 3 April 2018
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	==Related Topics==		==Related Topics==

			[[How to Disable Archiving]]