Roadmap for archiving data with Optim Designer

Use this roadmap to guide you through the archive process with Optim™ Designer.

To archive data:

  1. Define the data to archive.

    Use a data access plan to define data to archive. When you create a data access plan, you define a selection policy that selects the tables and columns to archive. You can also edit the policy by specifying selection criteria for the data to archive.

  2. Create an Optim interoperability service.

    Use the New Archive Service wizard to create an Optim interoperability service that includes an archive request. You can use the service to execute an archive process for the request.

  3. Test the Optim interoperability service.

    Use the Run Service window to test the Optim interoperability service from the Optim Manager environment.

  4. Publish the Optim interoperability service.

    Use the Publish Service window to publish the service to the Optim registry, where it will be available to Optim Manager users.