Cleanup Snapshot  History Data

Explanation

This activity describes how to perform a cleanup of snapshot history data for a project. When a project connection is created, project information including connection details is copied to a snapshot history table. This snapshot history data table accumulates data when project connections are created, deleted or refreshed. As a result, this table could grow to be very large over a period of time. Cleanup snapshot history data is the feature to delete older or unnecessary records in the snapshot history data table to reduce its size.

When you want to delete snapshot history data for projects before a certain date, you need to enter a History Cut Off Date. This indicates that all records for selected projects, regardless of status, before this date will be deleted from the snapshot history data table, leaving the last cost reporting entry for each object before this date. Note that it is not possible to create a new snapshot with a Cut Off Date earlier than the History Cut Off Date.

When a cleanup of snapshot history data is performed for projects in status Closed, Completed or Cancelled, no History Cut Off date should be entered. All records in the snapshot history table, with no consideration to date, will be deleted for projects with the selected status.

Prerequisites

None.

System Effects

• Records from the snapshot history data table will be deleted according to selected parameters.

Window

Snapshot History Data - Cleanup Information

Related Window Descriptions

Project Snapshot History Data Cleanup Information
Delete Project Snapshot Data

Procedure

Use the following procedure to perform a cleanup of snapshot history data for projects before a certain date:

1. Open the Snapshot History Data - Cleanup Information window.
2. Right-click anywhere in the window and then click Cleanup Snapshot History Data. The Delete Project Snapshot Data dialog box opens up.
3. Enter a value for the Company ID.
4. In the Project ID field, use the List button to select a project. You can also enter a wild card (%) to select all projects.
5. Enter a date in the History Cut Off Date field. All records for selected projects before this date will be deleted from the snapshot history table. Entering a date will also disable the check boxes Closed/Completed/Cancelled.
6. Click OK.
7. Populate the Snapshot History Data - Cleanup Information window to see information about data deletions.

Use the following procedure to perform a cleanup of snapshot history data for projects in status Closed/Completed/Cancelled:

1. Open the Snapshot History Data - Cleanup Information window.
2. Right-click anywhere in the window and then click Cleanup Snapshot History Data. The Delete Project Snapshot Data dialog box opens up.
3. Enter a value for the Company ID.
4. In the Project ID field, enter a wild card (%) to select all projects.
5. Leave the History Cut Off Date field empty. When no History Cut Off Date is entered, all history data according to the other parameters will be deleted and the check boxes Closed/Completed/Cancelled can be selected.
6. Select type of project status in the check boxes Closed, Completed and/or Cancelled. You can select one or more.
7. Click OK.
8. Populate the Snapshot History Data - Cleanup Information window to see information about data deletions.