Online Help | Desktop App

Creating or modifying archiving jobs

Alloy Navigator Enterprise On-Prem only

Microsoft SQL Server only

Alloy Navigator supports archiving of closed tickets that have not been modified for a longer period of time. You can create or modify archiving jobs in the Settings App, using the Archiving Job window. Each job can perform one task: either archive and remove or simply remove inactive tickets that have not been modified for a specified period. The job policy can include tickets of different classes (Change Requests, Incidents, Problems, Service Requests, or Work Orders), with each class having its own time period for when tickets are considered "unused" and ready for archiving.

Before you begin:

  • If you want to archive closed tickets, every job session will create an archive database on the SQL Server instance that hosts your production 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. In the Settings App, go to Services > Archiving > Archiving and click New or double-click an existing job. The Archiving Job window opens.

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

    • Name: Assign a distinctive name for every job or keep the defaults.

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

    • Under Schedule, specify the job schedule:

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

    • Select the job action:

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

      • Only remove unused objects: The job removes unused tickets from the database.

    • Specify which tickets 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 tickets are considered "unused" and archived.

    • If the job archives unused tickets, in the Archive Database field, specify a unique database name for creating archive databases. If the job just removes tickets, 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, either Windows Authentication or Standard 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 for a standard user.

      • Test Account Settings: Verifies that the job can create archive databases under the specified account.

  1. Click OK.