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Applying an Archive Policy

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Applying an Archive Policy

Logi Report Server uses an archive policy to control resource versions. The archive policy can be applied to a single resource individually or to many resources in a folder as a whole. It can also be applied when you publish resources to the server resource tree or when you advanced run or schedule a report.

When applying an archive policy, you can choose whether to use multiple versions for a resource or always use the new version to replace the old one.

Archive as New Version

Specifies to use multiple versions for the specified resource.

  • Maximum Number of Versions
    Specifies the maximum number of versions that will be listed in the version table of the resource. The default value is 0, which means that the version number is unlimited.

Replace Old Version

Specifies to replace the old version when a new version is generated.

If there is no archive policy specified for a resource, the resource will inherit the archive policy from its parent. If afterwards you then specify an archive policy for the resource, the new policy will override the one inherited from the parent.

Select the following links to view the topics:

Applying an Archive Policy to Resources in the Resource Tree

To apply an archive policy to a resource in the resource tree, refer to the table below:

If you want toThen doResult
Apply archive policy when publishing resourceIn the publish resource dialog box (for how to access the dialog box, see Publishing Resources):
  • If the resource is to be published to the My Reports or Public Reports folder, set the Apply Archive Policy option as required.
  • If the resource is to be published to the My Components or Public Components folder, set the Maximum Number of Versions option as required.
The archive policy is applied to the resource.

Note: A folder by itself does not have versions; the archive policy specified for a folder applies to the folder content.

Apply archive policy to a folder
  1. Access the Properties dialog box for the folder (for how to access the dialog box, see Changing Resource and Folder Properties).
  2. In the dialog box,
    • For folder in the My Reports or Public Reports folder (including the root folder itself), set the Apply Archive Policy option as required, then select OK.
    • For folder in the My Components or Public Components folder (including the root folder itself), set the Maximum Number of Versions option as required, then select OK.
The archive policy will be applied to all of the folder content.

Note: This does not include resources that already have individually applied archive policies.

Apply archive policy to a resource
  1. Access the Properties dialog box for the resource (for how to access the dialog box, see Changing Resource and Folder Properties).
  2. In the dialog box,
    • For resource in the My Reports or Public Reports folder, set the Apply Archive Policy option as required, then select OK.
    • For resource in the My Components or Public Components folder, set the Maximum Number of Versions option as required, then select OK.
The archive policy is applied to the resource, overriding its inherited archive policy.

Note: If you leave the archive policy unspecified, the resource will inherit the archive policy from its parent object, for example, the folder it resides in.

Apply archive policy when running a task in Advanced mode
  1. In the Logi Report Server console, go to the server resource tree in the Resources page, browse to the resource you want to run.
  2. Put the mouse pointer over the resource row and select the Advanced Run button Advanced Run button on the floating toolbar.
  3. In the Archive tab, select the Auto Archive Properties option.
  4. Finish the other relevant information, making sure that Archive Location is set to the resource tree folder.
  5. Set the Apply Archive Policy option as required, and then select Finish.
The archive policy will be applied to a result type resource.

Note: If you leave the archive policy unspecified, the resource will use its old archive policy or inherit the archive policy from its parent object, for example, the folder it resides in.

Apply archive policy when scheduling a task
  1. In the Logi Report Server console, go to the server resource tree in the Resources page, browse to the resource you want to schedule.
  2. Put the mouse pointer over the resource row and select the Schedule button Schedule button on the floating toolbar.
  3. In the Publish tab, select the To Version sub tab, then select the Publish to Versioning System option.
  4. Finish the other relevant information, making sure that Archive Location is set to the resource tree folder.
  5. Set the Apply Archive Policy option as required, then select Finish.
The archive policy is applied to a result type resource.

Note: If you leave the archive policy unspecified, the resource will use its old archive policy or inherit the archive policy from its parent object, for example, the folder it resides in.

Applying an Archive Policy to the Built-in Version Table

The above table applies to the resource in the resource tree only. The versions in the built-in version folder are controlled by its own archive policy.

To apply an archive policy to the built-in version table, refer to the table below:

If you want toThen do
Apply archive policy to a built-in version table
  1. Access the version table for the resource (report type) (for how to access the table, see Browsing Versions).
  2. In the Report Result Versions tab, select the Maximum Number of Versions option, specify the versions to be saved as required, then select OK.
Apply archive policy when running a task in Advanced mode
  1. In the Logi Report Server console, go to the server resource tree in the Resources page, browse to the resource you want to run.
  2. Put the mouse pointer over the resource row and select the Advanced Run button Advanced Run button on the floating toolbar.
  3. In the Archive tab, select the Auto Archive Properties option.
  4. Finish the other relevant information, making sure that Archive Location is set to the Built-in Version Folder.
  5. Set the Apply Archive Policy option as required, then select Finish.
Apply archive policy when scheduling a task
  1. In the Logi Report Server console, go to the server resource tree in the Resources page, browse to the resource you want to schedule.
  2. Put the mouse pointer over the resource row and select the Schedule button Schedule button on the floating toolbar.
  3. In the Publish tab, select the To Version sub tab, then select the Publish to Versioning System option.
  4. Finish the other relevant information, making sure that Archive Location is set to Built-in Version Folder.
  5. Set the Apply Archive Policy option as required, then select Finish.

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