Configuring Process Archiving

You can archive a process instance and all its related data to an archive database when the completed or canceled date for the process instance exceeds a specified number of days.

You can also archive process data manually. For more information, refer to APADM Archive Database Command.

Prerequisites

How to Start

  1. Log on to Windows using a user account with the access rights "Archive Process Instance" in AgilePoint.
  2. On the AgilePoint Server machine, in Windows Explorer, right-click the file (AgilePoint Server installation folder) C:\Program Files\AgilePoint\AgilePoint Server\WCFConfigurationUtility.exe, and click Run as Administrator.
  3. On the AgilePoint Server Manager screen, in the left pane, select your AgilePoint Server instance.

    Select AgilePoint Server Intance
  4. Click Open Server Configuration Open Server Configuration icon.

    Click Open Server Configuration
  5. Click the Database tab.

Procedure

  1. In the AgilePoint Server Configuration Utility, on the Database tab, click the Archive Database tab.
  2. In the Authentication section, configure authentication for the archive database.
  3. In the Database Server field, enter the server name for the archive database.
  4. In the Database Name field, click the ellipses button to populate the database names on the database server.
  5. In the Database Name field, select the name of the archive database.
  6. In the Archive completed process in field, set the number of days to save Completed or Canceled processes before archiving.

The process for archiving AgilePoint processes runs once per day between 1:00 a.m. and 3:00 a.m.

To suspend a database archive schedule without deleting the settings, set Archive completed process in to 0.