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Updating Retention Settings


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About Updating Retention Settings

You can update the retention period for files processed by the files inbound connector and the Organization Hierarchy inbound connector after a job is created to define how long the processed files should be retained in the system before being deleted. This way you can define different retention periods for files that were processed successfully and unsuccessfully, or disable the option to delete the files after processing.

How to Update Retention Settings

  1. Sign in to Connectors.
  2. Make sure the JOBS tab is selected.
    Make sure the JOBS tab is selected. Find the files inbound or Organization Hierarchy inbound connector job you want to run using filters or search.
  3. Find the files inbound or Organization Hierarchy inbound connector job you want to run using filters or search.
  4. Expand the actions menu next to the job.
    Expand the actions menu next to the job. Select Update Retention Settings.
  5. Select Update Retention Settings.
  6. In the Update Retention Settings: job name window, choose the Retention Period to archive files per job for a defined period of time:
    • Select the Keep successfully processed files for: X days checkbox to set how many days all successfully processed files should be retained. Possible values range from 1 to 365 days. The default value is 30 days.
      Qtip: If this check box is selected, the files are moved to the following location on the SFTP server: Files Location folder/archive/job-specific subfolder. If this check box is deselected, the files are deleted after processing.
    • Select the Keep bad files for: Xdays checkbox to set how many days all unsuccessfully processed files should be retained. Possible values range from 1 to 365 days. The default value is 30 days.
      In the Update Retention Settings: job name window, choose the Retention Period to archive files per job for a defined period of time

      Qtip: If this checkbox is selected, the files are moved to the following location on the SFTP server: Files Location folder/bad/job-specific subfolder. If this checkbox is deselected, the files are deleted after processing.
  7. Click Save.