The HCL®
Campaign application does not provide an
automated way to archive retired marketing campaigns or flowcharts. However, you can back up the
required files, then use the HCL
Campaign user interface to delete unneeded
campaigns and flowcharts.
About this task
There are several tables in the HCL
Campaign system database that contain data
about the status of flowcharts. However, those tables do not provide complete information to
determine if HCL
Campaign projects or flowcharts can be
archived and purged.
To develop an archiving solution that is tailored to your needs, consult with HCL
Professional Services. If that is not
possible, you can perform the steps below.
The following procedure is a manual process, but it will keep the system clean and will remove
all of the associated components in the file system and the system tables.
Procedure
-
Use the following information to determine if the flowchart can be archived:
- Examine the log files for each flowchart and flowchart session to determine the last
run/modified date and time stamp.
- Check to see whether there are any triggers related to the campaign that will execute the
campaign depending on some activity.
- Check to see whether there are any schedules related to the campaign flowchart. In the
case of a response flowchart, confirm that the time for taking responders into account has
passed.
-
When a determination is made to archive certain campaigns and flowcharts, take a snapshot
of the database and the HCL
Campaign file directory structure at
Campaign/partitions/partition[n]. You do not need to back up the
tmp folder within Campaign/partitions/partition[n].
If you have clustered listeners, also back up all of the files and folders in the location
specified by Campaign|campaignClustering|campaignSharedHome.
Important: It is extremely important that you complete BOTH a file directory backup
AND a database snapshot at the exact same time. HCL
Campaign renders the GUI based on the
database, but there must also be an OS object for the associated database object. For best
results, contact HCL
Professional
Services before attempting a backup.
-
Use the Campaign user interface to
manage campaigns and flowcharts in folders. The guidelines below use six months and twelve
months as an example. Depending on your business rules and legal requirements, your timelines
may vary:
- Create an archive folder, then create month subfolders within it.
- At six months, move the campaigns and flowcharts to a month subfolder in the archive
directory.
- At twelve months, delete the month folder and all of the campaigns in it.
Important: To maintain the integrity of the file system, and because tables have
entity relationships, we recommend that you use the Campaign user interface to delete campaigns and
flowcharts.
What to do next
The key to restoring objects (as is the key to archiving) is that Campaign needs both a database entry and a file on
the OS to create valid objects in Campaign.
HCL
Professional Services can assist
with a backup and recovery strategy.