Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Scroll Health Check: The link has been rewritten to its master page by check 'P16'.

...

  1. A Parent table starts the Archive process. Based on that table's criteria, an archive table suffix is generated.
  2. Query statements are generated to create the archive table if it doesn't already exist, and copy data to the archive.
  3. Query statements are generated to update association tables telling the linked records the live data is moving to an Archive.
  4. If there are child tables (dependents), the archive process extends to them as well – regardless if there is any Child data for the Parent. This descent continues for any dependent tables that have Dependents, and so on.
  5. Query statements are generated to delete the original data after it has been copied to the archive.
  6. Relationships from the Archive table group are restored to other tables they reference (LISTS, for instance)

Unarchive

Preliminary

...

Note:

...

Currently there are no implementations of unarchiving data through the application. The feature has been built, but no use cases have been discovered where it is necessary.

  1. A Parent table starts the Unarchive process. Based on its criteria, an archive table is checked for existence and data presence.
  2. Generate query statements to copy the intended data from the archive back to the live table.
  3. Generate query statements to update association tables telling the linked records the archived data has moved.
  4. If the Archive table has Dependents, the Unarchive process extends to them as well (and so on if any of them have Dependents).
  5. Generate query statements to drop the Archive table if it has no data after the Unarchive is complete.

...

There are two initial implementations for Archives: Call Details, and Bill Details.

Call Details

...

  • Call records are archived according to these rules:
    1. Call's Created Date is older than Tenants' "CALL AGING" value. The Created Date is the date the Call was created or imported into the system. This value is not visible on the Call Details grid, so it can make it diffucult difficult to verify that the archive process is working correctly. You might see calls that have a Call Date/Time that are somewhat older than the "CALL AGING" value. This is especially true for vendor file calls, which usually get imported several weeks after the calls were actually made.
    2. Call has been Billed or is in an Error Status. If the Status is Raw (waiting to be Rated) or Rated (waiting to be Billed), then the call cannot be Archived.
  • Calls are archived according to the 2-digit year and 2-digit month of the Call Date/Time:
    1. Table CALL_DETAILS_1505 would contain records for Call Date/Time in May 2015.
    2. If the Call Date/Time is invalid, then the Call will get Archived to the CALL_DETAILS_9999 table.

...

You'll find a widget in the Grid's Toolbar that lets you select tables to show in the grid. The selected tables will be stacked together, and Search, Sort, and Filters will then act on that table union. You can also use this mechanism to create "empty" perspectives, by deselecting all the tables from the list. The grid's data refreshes when you click away from the list and the widget closes.

Archived Records Selector exampleImage Modified

To see which archive records are coming from, click the Preferences GearImage Modified and button and you'll see the first column on the right is a hidden "Source Table" column.

Arrange Columns Check Box ListImage Modified

You can treat the column just like any other: sort by it, filter (keep in mind, the Table Selector is the recommended way to filter by Source Table), move it to a different position, etc. You can omit it from Perspectives by hiding it, but this special column will always be available from the Preferences dialog.

Records grouped by Source Table exampleImage Modified

Bill Details

In the case of viewing Bills, since Bills are archived shortly after they're generated , when you choose the Bill Data you want to view, its data will nearly always come from the corresponding archive tables.

Go to Admin > Billing > Bill Generation, which will show you the Bills grid. When you select a bill and choose "View Bill" from the Grid Toolbar, the Bill view will open in a new tab as it always has. In the background, the system determines the Table locations of the bill data you selected , and displays it as usual.

...