Archiving

Introduction

This stage reflects whether archiving has been configured for the Snapshot datasets

Homescreen

Note: The use of Archiving is not required but it is recommended_

If configured, datasets from the last three months and four quarters will be stored in Orgvue

These archives are taken on the 1st refresh of the month only and any subsequent refreshes in the month or quarter will not be taken

Backups of the previous two refreshes will also be stored as an archive in orgvue and are always taken after each refresh

Each new archive will overwrite the previous archived dataset e.g. after two months have been stored as archives the next refresh will overwrite the earliest archive

Archiving Options

To enable archiving:

Note: When using this option the archive will be taken for the first refresh of the month or quarter
Therefore if the refresh is run daily the archive will be taken on the 1st of each month with subsequent refreshes in the month not archived

Monthly Archives

Establishing archiving for automated data refresh will result in the previous 2 months and 4 quarters being stored in datasets in your tenant

The datasets are created when the data is refreshed, and will continue to overwrite the most recent archive

When archiving is enabled:

Monthly Archive

  • A. Select the preferred Timestamp format by clicking on the arrow to expand the list of available values within the drop-down
  • B. The Monthly Archive Preview displays how the selected timestamp will appear on the archived datasets

Quarterly Archives

This feature allows the how the archived datasets are configured

Quarterly Archive

  • A. Select the start month by selecting the calendar icon beside the month value displayed within the Calendar Year field
  • B. Select the preferred Timestamp format by clicking on the arrow to expand the list of available values within the drop-down
  • C. The Quarterly Archive Preview displays how the naming convention will appear in Orgvue

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