Online Help | Desktop App

Creating or modifying archiving jobs

For Alloy Navigator Enterprise On-Prem

You create or modify archiving jobs using the Archiving Job window. A single job can perform only one task — either archive and remove or simply remove inactive Tickets that have not been modified for a certain period. Job policy can include Tickets of different classes; each class can have its own time period after which the Tickets are considered " unused."

IMPORTANT: The current version of Alloy Navigator supports archiving of closed Tickets (Change Requests, Incidents, Problems, Service Requests, and Work Orders) that have not been modified for a longer period of time. Archiving of other objects is not supported.

Before you begin:

  • If you want to archive unused objects, every job session will create an archive database on the SQL Server instance that hosts your Alloy Navigator database. Before creating such an "archive and remove" job, choose which SQL Server account the job will use for creating archive databases.

  • IMPORTANT: The SQL Server account for creating archive databases must be a member of the dbcreator and securityadmin fixed server roles on the SQL Server instance hosting your Alloy Navigator database.

To create or modify an archiving job:

  1. On the Settings tab, configure the general job settings:

    • Name - You can assign a special name for every job, as needed.

    • Enabled - enables auto-running the job. If you do not want the job to run by schedule, you can clear the Enabled check box, configure the job with any schedule, and then manually run the Archiving when needed. For details, see Managing all Automation Server jobs: To force a job to run.

    • Under Schedule, you specify the job schedule:

  1. On the Processing tab, specify how the job archives unused objects and what objects the job processes:

    • Select the job action:

      • Archive unused objects and purge - specifies that the job copies unused objects to the archive database and then removes their originals from the Alloy Navigator database.

      • Only remove unused objects - the job removes unused objects from the database.

    • Specify which objects to archive. Alloy Navigator has five Closeddefault archiving policies.

      • Archive inactive Change Requests that have not been modified for 30 days

      • Archive inactive Incidents that have not been modified for 30 days

      • Archive inactive Problems that have not been modified for 30 days

      • Archive inactive Service Requests that have not been modified for 30 days

      • Archive inactive Work Orders that have not been modified for 30 days

    You can enable several policies for a single job. For each enabled policy, you can keep the default period of 30 days or specify a different period after which objects are considered "unused" and archived.

    • If the job archives unused objects, in the Archive Database field, specify a unique database name for creating archive databases. If the job just removes objects, skip this step.

      You can leave the default placeholder or enter your own value in the Archive Database field. To insert a date/time placeholder, click Insert Placeholder and choose the placeholder from the drop-down list (where YYYY is the year, MM - month, DD - day, HH - hour, and NN - minute).

    • Under Create archive database for this account, provide the credentials of an account on the SQL Server instance hosting your Alloy Navigator database.

      IMPORTANT: The SQL Server account used for creating archive database must be a member of the dbcreator and securityadmin fixed server roles on the SQL Server instance hosting your Alloy Navigator database.

      IMPORTANT: The Windows account used for creating archive database must have the ”Log on as a batch job” user right on the Automation Server computer.

    • By default, Alloy Navigator applies the Automation Server startup account. If the corresponding account satisfies the above listed requirements, you can keep the default settings. If you want to use another account, click This account and provide its credentials:

      • Authentication - the authentication type: Windows Authentication or SQL Server Authentication.

      • User Name - the user name (login). For Windows Authentication, type in the Windows domain user name in this format: DomainName\UserName.

      • Password - the password.

      • Test Account Settings - verifies that the job can create archive databases under the specified account.

  1. Click OK.