Policy Name

The name of the archive policy.

Description

The description of the archive policy.

User

The user whose transactions you want to archive.Type the user name or select single or multiple users from the artifact viewer that appears when you click .

Archive process instance hierarchy

To archive all related instances of a process including instances of its parent process and sub-processes, if any, select the Archive process instance hierarchy check box. If you do not select this check box, only the process instances of the selected process is archived by default and instances of its parent process or sub-processes, if any, are not archived.
Note: The Archive process instance hierarchy functionality is applicable only for process instances that are created from Cordys C3 Release with Fix Pack 003.

Type

Type indicates a custom process instantiation type or source . It can be used by applications to specify their identity for better process monitoring and data filtering. It is important while specifying the type that the type is the same as the value mentioned in the Execute Process (part of Method Set Process Execution 4.2) request parameter source and does not differ from it. For example, Run from Designer, Customer name and so on.

Process

The name of the process.Allows you to either type a process name or select single or multiple processes from the artifact viewer that appears when you click .

Status

Select the status of process instances based on which you want to archive the process instances. Choose any of the following options:

• Select All Statuses: To archive all the completed, terminated, aborted and suspended instances. The Completed, Terminated, Aborted, and Suspended checkboxes are selected automatically and these are disabled.
• Specific Status: To archive instances of completed or terminated or aborted or suspended instances, or a combination of these specific statuses. Select the appropriate check boxes (Completed, Terminated, Aborted, or Suspended) in order to select the applicable instances.

Policy Type

Select the type of archiving policy: Manual or Scheduled.Selecting Manual keeps the archive policy activated all the time.This option is selected by default.
Note: If you select Scheduled option, then Type, On Day, At, and Set fields are enabled.

Type

Select the frequency of archiving: weekly, monthly, or for a specified duration.

On Day

Select the day on which you want the archive policy to run.If you select Weekly as the Type, select the day of the week. If you select Monthly as the Type, select the day of the month. If you select Duration as the Type, specify the interval (number of days) in which the archiving should take place.

At

Type the time at which you want the archive policy to run (in hh:mm format).

Set

Click Set to set the schedule.

Time Line

This field appear on selecting Manual option from Policy Type drop-down.Contains chronological information about the transactions you want to archive.Specify archival of transactions for a certain number of days or within a specific date range.

• Older than: Provide the number of days that have passed since the execution of process instances has ended.
• From: Select this option to select the start date from which the transactions are to be archived.
• To: Select this option, to select the end date by which time transactions are to be archived.