Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. In the Custom Archive workspace, select the archive rule you wan to edit and then select Delete from the right-click menu.
    The system asks you to confirm the action.
  2. Click OK to confirm. 
    The custom archive rule is deleted from the system.

Date Formatting Fields

PBT Note: Do we want to include this?

Custom Archive Rules include options for date formatting. The Report Effective Date and Run Date values have options for their month portion. Both values have Short, Long, and Standard Month value formatting.

...

Standard ValueShort Month ValueLong Month Value
01JANJanuary
02FEBFebruary
03MARMarch
04APRApril
05MAYMay
06JUNJune
07JULJuly
08AUGAugust
09SEPSeptember
10OCTOctober
11NOVNovember
12DECDecember

Associate Custom Archive Rules with Business Groups

PBT Note: Is this a valid procedure from the Custom Archive Rules tab? 

You can associate custom archive rules with business groups 

To associate custom archive rules with business groups:

  1. In System Management Center, in the left navigation pane click System Settings and then click External Connections.
    You see the External Connections workspace.
  2. Click the Custom Archive Rules tab.
    You see the Custom Archive workspace displaying a list of custom archive rules.
  1. Double-click an existing business group, or click Add a New Group to create a new one.
    You see the Adding a New Business Group dialog box.
  2. Click the Custom Archive Rules folder in the Adding a New Business Group dialog box, and click Add.
    You see the Add Custom Archive Rules to Group dialog box.

  3. If no archive rules appear, run a query to search. Double click the archive rules you want to use in the Business Group. The selected archive rules appear in the lower part of the dialog box. Click OK to save your changes.
    The selected Custom Archive Rules are now associated with the current business group.

Publish Custom Archive Rules 

PBT Note: Is this a valid procedure from the Custom Archive Rules tab? When I click on the ellipses I do not see the Business Groups dialog.

You can publish Custom Archive Rules to specific business groups in the Eagle database if PACE is configured to store Custom Archive Rules by business group through System Item #78.

Use the Publish/Restrictlink on the Edit Archive Rule dialog box to directly publish Custom Archive Rules to business groups. When you click this link, you can see which business groups already have access to the current archive rule. This set of business groups is listed in the Selected windowComplete the following procedure to publish the current custom archive rule to additional business groups, or to restrict the current custom archive rule from one or more business groups

.To publish custom archive rules:

  1. Click the ellipses button next to the Selected window.
    You see the Business Groups dialog box.

  2. Select the check box next to the business group to publish the archive rule to that business group. If the archive rule is already published, the check box next to that business group is selected. Deselect the check box to restrict the current custom archive rule from that business group.

  3. Click OK to save your changes.