Use the Attivo Data Retention Utility to:
- Allow your production environment to run lean and efficiently
- Dramatically improve system performance
- Shorten MRP regeneration
- Speed up report generation
- Reduce database size 40-60%
- Shorten tape backups
Here’s how it works:
- The utility first creates a complete archive company in Macola prior to the start of the process. This is simply a copy of the company’s database which can be accessed for history purposes at any time. NO data is ever deleted.
- The amount of data to be kept in the "production" company is based on the input from the Data Retention Worksheet on the next page. Different types of data can be kept for different periods of time.
- Using SQL scripts, the data retention procedure is then executed to remove any data from the production company that is older than the desired retention period. A test of the procedure and data validation is performed prior to execution in the live environment. Elapsed run time is typically less than 1 hour.
- SQL maintenance is then performed to physically reduce the database size. Typical size reduction is 40-60%.
- Subsequent performance of the process (e.g. yearly) removes additional records and inserts them into the archive company, so that NO data is ever lost or deleted. The Data Retention process can also be run against the archive company as well, managing data stored there to different instructions (such as 7 years, for example).
Pricing: $795 for the utility plus consulting fees. Please contact us or your Exact Reseller for further information.
Sample Data Retention Policy Worksheet
|
Retention Procedure
|
File Name
|
Dependent Files
|
*Amount of Data to Retain
|
|
AP – Distribution to G/L
|
APDISFIL
|
|
12 Mos
|
|
AP – Open Item File
|
APOPNFIL
|
APOPNHST
|
CY+2
|
|
AP – Vendor Audit
|
APVENADT
|
|
CY+1
|
|
AP – Check Reconciliation
|
CHRECKREC
|
|
CY+2
|
|
AR – Commission Due
|
ARCOMDUE
|
|
CY+1
|
|
AR - Customer Audit
|
ARCUSADT
|
|
1 Yr
|
|
AR – Distribution to G/L
|
ARDISFIL
|
|
12 Mos
|
|
AR – Open Item File
|
AROPNFIL
|
AROPNHST
|
CY+2
|
|
BB – Purge Deposits
|
BBDEPFIL
|
|
CY+2
|
|
BB – Distribution to G/L
|
BBDISFIL
|
|
12 Mos
|
|
BB – Open Item File
|
BBOPNFIL
|
|
CY+2
|
|
BB – Statement File
|
BBSTMFIL
|
|
CY+2
|
|
BM – BOM Audit
|
BMPRDAUD
|
|
1 Yr
|
|
GL – Comparative
|
GLCMPFIL
|
|
CY+2
|
|
GL – Transaction History
|
GLTRXHST
|
|
CY+2
|
|
IM – Distribution to G/L
|
IMDISFIL
|
|
24 Mos
|
|
IM – History Transaction
|
IMINVTRX
|
IMBLDHST , IMRECHST
|
CY+2
|
|
IM – Audit Trail Item/Location
|
IMITMAUD
|
IMITMADT
|
1 Yr
|
|
PP – Prod Shortage
|
IMSHTFIL
|
|
CY+1
|
|
LP - Labor CC Audit
|
LPCCAUD
|
LPERNAUD,LPTRXAUD
|
CY+1
|
|
LP – Labor Transactions
|
LPCCHST
|
LPERNHST,LPTRXHST
|
CY+2
|
|
MC – Distribution to G/L
|
MCDISFIL
|
|
12 Mos
|
|
MCA - Job Audit
|
MCJOBAUD
|
|
1 Yr
|
|
MCA - Closed Jobs
|
MCJOBFil
|
MCTRXHST
|
CY+2
|
|
OE – Order Audit
|
OEHDRAUD
|
OELINAUD,OEFDOAUD
|
1 Yr
|
|
OE – Order History
|
OEORDHST
|
OELINHST, OECMTHST
|
CY +2
|
|
OE – Closed Orders
|
OEORDHDR
|
OEORDLIN
|
1 Yr
|
|
OE – Sales Comparison
|
OESLSHST
|
|
CY+2
|
|
PO – Order Audit
|
POHDRAUD
|
POLINAUD,POIVAUD,POINSAUD
|
1 Yr
|
|
PO – Order History
|
POHDRHST
|
POLINHST
|
1 Yr
|
|
PO – Closed Purchse Orders
|
POORDHDR
|
POORDLIN,POINSHDR
|
CY+2
|
|
PP – Order Audit
|
PPORDAUD
|
|
1 Yr
|
|
PP – Completed Prod Orders
|
PPORDFIL
|
PPORDTRX,PPCSTTRX
|
CY+2
|
|
SF – Order Audit
|
SFORDAUD
|
SFDTLAUD
|
1 Yr
|
|
SF – Order File
|
SFORDFIL
|
SFDTLFIL
|
CY+2
|
|
SM – Job Analysis
|
JOBFILE
|
|
CY+2
|
|
SM – Journal History
|
SYJRNHST
|
|
CY+2
|
|
SM – Tax Analysis
|
SYTAXLIN
|
SYTAXTRX,SYTAXHST
|
CY+2
|
* These are recommended retention periods. These can be changed to fit your retention requirements.
CY+2 means retain Current Year data plus two years of history from the month the process is run. |
