Create Custom Archive Rules

Custom archive rules store reports on the web server in a directory set up by the System Administrator. If you do not set up any custom archive rules, the default archive rule is used to store reports. Configuration settings for custom archive rules include a root directory, directory rule, and file rule:

Root Directory. Enter the storage location for the report files. If storing reports on a UNIX directory, enter the UNIX directory name. If storing reports on a Windows directory, enter the directory in Windows format, for example, \\windows\reports. Make sure the PACE server and Application server both have read and write access to the selected location. There must be a PACE server or Application server running on the platform where the reports are stored.

Directory Rule. Defines the directory where the report files are stored. The directory is created on the server when the report is saved. You can use more than one directory rule to create multiple directory levels. For example, if the directory rule is set to Standard PACE Report Type, a directory below the root directory is created for each report type, such as Position, Security and Trades. Other options, such as report effective date, create the underlying directory based on effective date of the report. If the Directory Rule does not apply, the directory Unknown is created in the root directory. For example, if the directory rule contains Client ID, but Client ID is not part of the report, the Unknown directory is created.

File Rule. Defines the name of the report files. The report files are created when the report is saved. You can use more than one file rule to create the report name. If you select multiple file rules, the file name starts with the first rule. All preceding rules are added to the name. If you select Report Name as the file rule, the name of the report rule is used. To make each file name unique, the schedule queue instance from the PACE_MASTERDBO.SCHEDULE_QUEUE table is appended to the end of the file rule. If the File Rule does not apply, the file Unknown is created. For example, if the file rule contains Client ID, but Client ID is not part of the report, the Unknown file is created.

Create a Custom Archive Rule

  You create a custom archive rule in the Custom Archive Rule window.

To create a custom archive rule:

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.

   Open

   

3. Select a rule and from the right-click menu, select New.
   You see the Create Archive Rule window.

4. Enter a Description for the new archive rule.

5. Select the Root Directory by clicking the ellipsis icon (…) to browse and select for the root directory. 

6. Select a Directory Rule and File Rule from the Available column and click the arrows to move it into the Selected column. Repeat this process to select additional rules. In the Selected column, you can arrange the order of the rules by clicking the up and down arrows.

7. Click Save.
   The newly created rule displays in the Custom Archive rules workspace. 

Edit a Custom Archive Rule 

You can edit the description, root directory, directory rule, or file rule of a custom archive rule.

To edit a custom archive rule:

1. In the Custom Archive Rules workspace, select the archive rule you wan to edit and then select Edit from the right-click menu.
   You see the Edit Archive window.

2. Click the Custom Archive Rules tab.

3. Update the Description, Root Directory, Directory Rule, or File Rule as needed.

4. Click Save when you have completed your edits.

Delete a Custom Archive Rule 

You can delete a custom archive rule from the  Custom Archive Rule workspace.

To delete a custom archive rule:

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

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 Month yields a numeric month value. Short Month yields a three alphabetic character month value, such as JAN for January, and Long Month yields the full-length character value for the month.

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