Define Document Report Archive Settings

Explanation

Use this activity to change the report archive settings on a document title. It is possible to define what would happen to the previous revision of the document title, if there exists a previous revision, when the new revision is created. A new revision is created when the scheduled report has been executed. For more information about the concept itself see Document Report Archive Settings.

Prerequisites

A report should be scheduled in Info Services.
A document title must have been created in IFS Document Management and the document number should be entered in the Document No field available when scheduling the report in Info Services and prior to the execution of the report.

System Effects

If any of the options below have been selected prior to the execution of the Report, after the execution the result will be as follows.

Option	Result
Set Previous Released revision to obsolete	The previous released revision will be set to obsolete and a new revision will be created.
Delete Obsolete Revisions	The previous obsolete revision will be deleted.
Don't Delete on Parameter Change	The previous obsolete revision will not be deleted, if there had been a parameter change on the scheduled report since the report was last executed.

Windows

Document Titles

Related Window Descriptions

Document Titles
Report Archive Options

Procedure

Open the Document Titles window.
Query for the relevant document title, and select the Change report archive settings right mouse button menu option. The settings will apply only after the report has been executed in Info Services. Therefore, define the settings before executing the report.
To have the previously released document revision made obsolete when the report is scheduled and a new revision is created and released, select the Set Previous Released revision to obsolete check box in the Report Archive Settings dialog box. Click Save.
To have the previously document title revision deleted as well as set to obsolete, select the Delete Obsolete Revisions check box in the Report Archive Settings dialog. Click Save.
By selecting the Don't Delete on Parameter Change check box, the the previous document revision will not be deleted if a parameter change on the report has been done from Info Services even if the Delete Obsolete Revisions check box is selected. The Don't Delete on Parameter Change check box will be enabled when the Delete Obsolete Revisions check box is selected.