Archive records

Applies to User Roles:

System Administrator

To archive records:

  1. Click System Administration > Ongoing Maintenance > System > Purge/Archive.
  2. Fill in the following fields:

    FieldDescription
    Enter Format NameType the name of the form to archive.
    Use Data Map?Type true or false to enable the data map associated with this form. If enabled, ITSMA Service Management archives all associated records with the form you select.
    Prompt Data Map?Type true or false to enable a confirmation message to use a data map for each record archived. This option is only valid if the Use Data Map? option is also enabled.

  3. Click OK.
  4. Fill in optional search criteria.
  5. Click Query.
  6. Click Execute Search.
  7. Click Archive.
  8. Fill in the following fields:

    FieldDescription
    External File NameType the name and path of the file used to save the records. By default, this file is in the RUN folder of the Service Management server.
    MemberThis field is obsolete.
    Unload TypeSelect the operating system file format of the external file.
    Append to FileSelect this option to add records to the end of an external file of the same name. If an external file of the same name does not exist, Service Management creates a new file. If this field is cleared, then Service Management overwrites any existing file of the same name.
    Use Data MapSelect this option to use a predefined data map when archiving the selected records. Using a data map may result in Service Management archiving more records than what you originally selected by the query.
    Prompt for Data MapSelect this option to enable a confirmation message to use a data map for each record archived. This option is only valid if the Use Data Map option is also enabled.
    Suppress MessagesSelect this option to hide all messages that the purge and archive function generates.
    Export Mode — BinarySelect this option to save the external file in Service Management’s binary format. Only the Service Management Database Manager can read this binary file format. You must select this option for archiving records.
    Export Mode — TextSelect this option to save the external file in Service Management’s text format. This format is human readable but is not intended for export to other applications other than Service Management’s Database Manager. You cannot select this option for archiving records.
    Export Mode — Formatted TextSelect this option to save the external file in a user-defined text format. This format is intended for export to other applications. If you select this option, you must type a valid text format name in the Form Name field. You cannot select this option for archiving records.
    Form NameType the name of the form to use when exporting records as formatted text. This option is valid only when you select the Formatted Text option. If the text form does not already exist, Service Management prompts you to create it.
    Dbdict Load Options — Create file if not there, and update if presentSelect this option if the data saved in this external file should replace existing data in the target Service Management system.
    Dbdict Load Options — Create file if not there, but do not update if presentSelect this option to ignore data saved in the external file that already exists in the target Service Management system.
    Dbdict Load Options — Create file if not there, and update if present, including keysSelect this option if the data saved in this external file should replace existing data in the target Service Management system including the database keys.
    Dbdict Load Options — Create file if not there, and update if present, including SQL mappingSelect this option if the data saved in this external file should replace existing data in the target Service Management system including the database SQL mapping.
    Dbdict Load Options — Create file if not there, and update if present, including keys AND SQL mappingSelect this option if the data saved in this external file should replace existing data in the target Service Management system including the database SQL mapping and the database keys.
    Record Load Options — Add/update recordsSelect this option if the records saved in this external file are to replace any existing records in the target Service Management system.
    Record Load Options — Only add new recordsSelect this option to ignore records saved in the external file that already exist in the target Service Management system.

  9. Click unload/export.
    Service Management saves the select records to an external file.