Applicable Product:
- OrgPublisher
Applicable Release:
- V21 and later
Summary:
This article demonstrates how to enable chart archiving when necessary. OrgPublisher Administration web app users with the appropriate permissions can enable archiving.
With PeopleFluent OrgPublisher, you can save an archive of your organization's chart, its associated data sources, or both for future reference. Archives can be triggered by publishing changes to the chart, loading new chart data, or via API calls.
Archive contents can be retrieved as a read-only version and compared to a chart's current data with an Excel-compatible change report.
Note: Archiving creates a read-only copy of charts and data sources and is not intended as a backup. PeopleFluent recommends using the export and import features to back up charts and data sources.
Details:
To enable archiving:
- Go to Home > Web Apps > Web App Name > Chart Name > Archiving.
- Select Enable Archive. The Archive options sections are now editable.
- In the Archive Content section, select what content you want to archive.
- In the Archive Triggers section, select the events that you want to trigger an archive.
- In the Automatic Deletion section, select how long and how many archives to keep.
- Optionally, in Archives, click Archive Now. The Create new archive dialog opens.
- Enter a Description.
- Select the chart version.
- Click OK.
7. Click Save to save and close, or click Apply to save your changes and continue editing archiving options.
You must republish the chart to see your changes reflected in the Charting web app.
Keywords: Chart, Archive, Administration
Created: Larryl Shaw