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Mark KM Resources for Archiving ReportLocate this document in the navigation structure

Use

The report searches for documents and folders located in KM (Knowledge Management) repositories with the archiving status Allowed for archiving and Rejected . You can mark the KM resources the report has found for archiving.

Features

You can configure the following settings for this report:

Parameter

Description

Location

Select the repositories or folders (including all subordinate folders) in which you want to search for KM resources.

Maximum Results

The system terminates the search when it has found the corresponding number of items.

Parameter

Description

Created by

Specify the unique ID of a user who has created the resources you want to search.

Created Before

Specify the date and time before the creation of the resource.

Created After

Specify the date and time after the creation of the resource.

Last Modified by

Specify the unique ID of a user who has modified the resources you want to search.

Last Modified Before

Specify the date and time before the last modification of the resource.

Last Modified After

Specify the date and time after the last modification of the resource.

Last Accessed Before

Specify the date and time before the last access to the resource.

Last Accessed After

Specify the date and time after the last access to the resource.

Expired Lifetime

Select this parameter to include in the report's result list the resources with an expired lifetime.

Approval Workflow Status "Archived"

Select this parameter to include in the report's result list the resources with the approval workflow status Archived .

Log Result Entries

Select this parameter to log the result entries in an XML or a CSV file. In case of an XML file, display the entries in the result list.

Note

If you do not want the result entries to be logged, deselect this parameter.

Folder for CSV File(s)

Specify the path to a folder where the CSV file(s) are stored. If the parameter is specified, the system logs the result entries in the CSV file(s) only and no result list is displayed.

Note

To be active this parameter, the Log Result Entries parameter should be selected.

Command

Description

Mark for Archiving

Mark KM resources for the archiving process.

Retention Period in Years (appears once the Mark For Archiving checkbox is selected)

Customize the retention period in years. The value of this period should be a positive integer greater than zero.

Note

In case the value is zero or not specified, the retention period generated by the system is used.

Send Notification (appears once the Mark For Archiving checkbox is selected)

Send a notification e-mail to the archiving object owner.

Note

In case the approval process is activated, this setting is ignored and notifications are sent automatically.

Result

The system runs the report according to the settings. Once the report has finished, you can view the result by choosing the name of the report from the list of the reports. You can find this list when you are in the portal and choose Start of the navigation path Content Administration Next navigation step KM Content Next navigation step Toolbox Next navigation step Reports Next navigation step Archiving Tools Next navigation step Mark KM Resources for Archiving End of the navigation path. If you want to see the reports exported in the XML files, choose Start of the navigation path Content Administration Next navigation step KM Content Next navigation step root Next navigation step Reporting Next navigation step Reports Next navigation step Content Administration Next navigation step Archiving Tools Next navigation step Mark KM Resources for Archiving End of the navigation path or open the View Report Result screen by choosing the report and then from the ID parameter choosing the XML file.