HP Structured Records Management Solution User Manual

HP Structured Records Management Solution

Tutorial

Document release date: August 2011 Software release date: August 2011

Legal notices

Warranty

The only warranties for HP products and services are set forth in the express warranty statements accompanying such products and services. Nothing herein should be construed as constituting an additional warranty. HP shall not be liable for technical or editorial errors or omissions contained herein.

The information contained herein is subject to change without notice.

Restricted rights legend

Confidential computer software. Valid license from HP required for possession, use or copying. Consistent with FAR 12.211 and 12.212, Commercial Computer Software, Computer Software Documentation, and Technical Data for Commercial Items are licensed to the U.S. Government under vendor's standard commercial license.

Licensing

The use of HP products is governed by the terms and conditions of the applicable End User License Agreement (EULA).

Trademark notices

Intel and Itanium are trademarks or registered trademarks of Intel Corporation or its subsidiaries in the United States and other countries.

Java™ and all Java based trademarks and logos are trademarks or registered trademarks of Sun Microsystems, Inc. in the U.S. and other countries.

Microsoft, Windows, Windows NT, and Windows XP are U.S. registered trademarks of Microsoft Corporation.

Oracle is a registered trademark of Oracle Corporation and/or its affiliates.

UNIX® is a registered trademark of The Open Group.

2 HP Structured Records Management Solution Tutorial

About this document. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Intended audience . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

Prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .5

New and revised information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Related documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Document conventions and symbols . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .6

Subscription service . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .7

Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .8

1 Structured records management concepts. . . . . . . . . . . . . . . . . . . . . . . . . . .9

Tutorial overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Tutorial prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .9

Structured records management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .11

Database archiving concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Records management concepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .14

2 Configuring the Demarc data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Loading the Demarc data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .16

3 Creating an archive definition . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Importing an existing project . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .17

Creating a connection to the HP TRIM database . . . . . . . . . . . . . . . . . . . . . . . . .18

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .20

4 Creating a cartridge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Creating a cartridge. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .21

Navigating in the cartridge editor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Previewing the cartridge . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .23

Classifying extracted data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .25

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .27

5 Creating a business flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Creating a business flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .29

Adding a Groovy script. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .31

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .36

HP Structured Records Management Solution Tutorial 3

6 Deploying and running a business flow. . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Deployment prerequisites . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Deploying the business flow. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .37

Running the business flow . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .41

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .45

7 Querying the archive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Viewing the extract in HP TRIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

Searching the extract in HP TRIM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Querying archived data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .49

Summary and next steps . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .53

A Troubleshooting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Summary of issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .55

Design time issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .56

Runtime issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .57

Archive access issues . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .60

Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .71

4 Contents

About this document

Using HP Database Archiving and HP TRIM in conjunction with one another provides a powerful means of safely retiring old, legacy data and applications within the bounds of your existing records management policies.

This tutorial is designed to help you get started using HP Database Archiving to move eligible data from your production database into a structured records management system, HP TRIM.

This guide provides information about:

• an example cartridge that employs HP TRIM classifications

• steps for designing the example cartridge using an existing data model

• creation of a sample business flow that invokes the cartridge

• deployment of the example business flow

• execution of the example business flow

Intended audience

Prerequisites

• querying the archive

This guide is intended for:

• Archive developers building cartridges for structured records management

Prerequisites for using this product include:

• Knowledge of the operating system

• Database knowledge

• Application knowledge

• Knowledge of HP TRIM and structured records management

HP Structured Records Management Solution Tutorial 5

New and revised information

This document includes the following new and revised features in the HP SRMS software:

• HP TRIM is now supported on 64-bit machines

• For SRMS, you must apply hot fix 16 with HP Database Archiving 6.30

For more information about the hot fix, refer to http://quixy.deu.hp.com/hotfix

• The default HP TRIM installation path is now changed to

Files\Hewlett-Packard\HP TRIM

• To check the memory leak errors for SRMS add-ins, a new check box is added

on the External Link dialog.

Document conventions and symbols

Convention Element

[ ] Indicates that the enclosed element is optional

and may be left out.

{ } Indicates that you must specify one of the listed

options.

| Separates alternatives.

6About this document

Convention Element

<parameter_name> You must supply a value for a variable

parameter.

... • Indicates a repetition of the preceding

parameter.

• Example continues after omitted lines.

Medium blue text: Figure 1 Cross-reference links and e-mail addresses

Medium blue, underlined text (http://www.hp.com

Bold

)

Web site addresses

• Key names

• GUI elements that are clicked or selected,

such as menu and list items, buttons, and check boxes

Italics Text emphasis

Monospace

• File and directory names

• Text displayed on the screen, such as system

output and application messages

• Code syntax

Monospace, italic You must supply a value.

• Code variables

• Command-line variables

CAUTION Indicates that failure to follow directions could result in damage to

equipment or loss of data.

NOTE Provides additional information.

TIP Provides helpful hints and shortcuts.

RECOMMENDATION Provides guidance from HP for a best practice or for

optimum performance.

Subscription service

HP strongly recommends that customers sign up online using the Subscriber's choice web site:

http://www.hp.com/go/e-updates

HP Structured Records Management Solution Tutorial 7

Support

• Subscribing to this service provides you with e-mail updates on the latest

product enhancements, versions of drivers, and firmware documentation updates as well as instant access to numerous other product resources.

• After signing up, you can quickly locate your products under Product

Category.

You can visit the HP Software Support web site at:

http://www.hp.com/go/hpsoftwaresupport

HP Software Support Online provides an efficient way to access interactive technical support tools. As a valued support customer, you can benefit by using the support site to:

• Search for knowledge documents of interest

• Submit and track support cases and enhancement requests

• Download software patches

• Manage support contracts

• Look up HP support contacts

• Review information about available services

• Enter into discussions with other software customers

• Research and register for software training

Most of the support areas require that you register as an HP Passport user and sign in. Many also require a support contract.

To find more information about access levels and register for HP Passport, go to:

http://support.openview.hp.com/new_access_levels.jsp

8About this document

1 Structured records management

concepts

This chapter provides you with a conceptual overview of the archive building process and the tutorial itself.

This chapter includes: • Tutorial overview (page 9)

• Tutorial prerequisites (page 9)

• Structured records management (page 11)

• Database archiving concepts (page 14)

• Records management concepts (page 14)

• Summary and next steps (page 14)

Tutorial overview

This tutorial is designed to introduce you to archiving data with HP Database Archiving and managing the archived data files in HP TRIM. The tutorial walks you through the following high level tasks using the sample Demarc database objects:

• Designing a database to file cartridge, based on an existing data model.

• Specifying which HP TRIM classifications to apply to the data extracted by

the cartridge.

• Creating a business flow to call the cartridge.

• Creating an environment.

• Creating Web Console users.

• Deploying the business flow.

• Running the business flow from the Web Console.

• Confirming the results of the business flow.

• Changing the business flow and redeploying it.

• Querying the archive.

Tutorial prerequisites

Before starting this tutorial, ensure all of the following have been completed:

HP Structured Records Management Solution Tutorial 9

• HP TRIM 7.10, HP Database Archiving software 6.30 with hot fix 7, and

RQS 6.30 with hot fix 11 have been installed and configured in your environment by HP Enterprise Services for structured records management (HP TRIM Enabler Pack).

• You have created a classification for the sales orders from DEMARC similar

to the following:

• You have installed a database that is supported by HP Database Archiving

software 6.30. For details, see the HP Database Archiving software Installation manual.

The steps and screen images in this tutorial assume a SQL Server database for the HP TRIM repository and an Oracle database as the source database for HP Database Archiving. If you use other databases, you can still follow the steps, but you may encounter some small differences in the steps and/or the appearance of the product.

• You have run the Web Console to set up a repository and at least one

environment for the source database.

For details See Chapter 5, Starting and configuring the Web Console, of the HP Database

Archiving software Runtime guide.

• You have noted all of the following:

— database administrator user name

— database administrator password

— HP Database repository user name (for example, obt_rep)

— HP Database repository password

— encryption key

10 Chapter 1: Structured records management concepts

Structured records management

Records management traditionally concerned itself with information printed on paper. These records included:

• narrative papers such as correspondence, memos, and policies.

• non-narrative papers, such as inventories, general ledgers, and customer

registers.

When records management moved into the digital age, it took control of the electronic equivalents of narrative papers, namely unstructured information. Records management tended to neglect the more structured, non-narrative information because it was seemingly managed by the line of business applications that generated, used, and stored it.

The costs and risks of infinite retention

Over time, corporations and organizations came to understand that simply allowing structured records to accumulate in databases indefinitely lead to both increased costs and risks:

• Maintaining very old, infrequently-accessed data and systems for the sole

purpose of potential legal discovery is extremely expensive. Such data and systems invariably become a major drain on data center resources and personnel.

• Keeping data indefinitely can, in some cases, put your corporation or

organization at greater legal risk. Very few of the applications or their underlying databases provide features to manage the data from a records management point of view. Hence, structured records are often kept far longer than they would be if standard corporate retention policies were applied to them in a systematic way.

HP Structured Records Management Solution (SRMS)

The best solution to structured records management is to extract older, infrequently accessed data from the source applications into an open, standards-based format (XML) for future ease of access. This standard format can then be ingested into the corporate records management system for long term management and eventual disposal according to corporate policy.

Extracting and purging inactive data from the source systems brings many benefits:

• Systems become more performant with a smaller footprint and reduced

backup volumes.

• Legacy systems can be retired.

• Database management costs are reduced.

• Saved resources may be re-purposed for other, more current applications and

databases.

HP Structured Records Management Solution Tutorial 11

Used together, HP Database Archiving and HP TRIM provide just such a solution with its many associated benefits.

Figure 1 Structured records management workflow

1 Define

This step defines the data model and the rules for the data to be extracted. Unlike unstructured information, which is stored in relatively well defined containers in the shape of files, structured data is stored in a set of tables, some of which are active data tables and some of which serve as lookup tables. The modeling allows an administrator to define what data and links make up the records so that the extracted data has integrity and usability. Criteria and rules can be defined for the selection of the data, as well as for exceptions that will exclude data from extraction. Once the model and rules are defined they can be used and re-used many times over.

2 Classify

Not all data required to manage the records may be inherent in the source data itself. Records management relies on descriptive data to manage the context in which the data was created and used. The classify step allows the administrator to select a target in the records management classification scheme, as well as to assign additional metadata properties that will be used to describe and manage the extracted data in the records management system. Like the definition step, the classification step is part of the preparatory design and serves many extracts of a certain type of data from that point onward.

3 Extract

The result of the define and classify steps is a combination of data model, rules, and attributes that you use to extract data unattended from the source system. It is common practice to run the extract as a scheduled process, although you can also run it manually. Once the extract is initiated it selects the eligible data based on the model and rules, and exports it along with the associated attributes to an XML file. The resulting extract consists of a descriptive summary file and the individual data files containing the records. For each file type, an XSD schema description is exported. The descriptive metadata for the records management system is created in a tab delimited text file. Once all the files are exported, the extraction script calls the HP TRIM loader to ingest the data into the records management system.

12 Chapter 1: Structured records management concepts

NOTE The extraction process also can create an MD5 hash of each exported

file and includes this in the summary file. These hashes can be used to validate that the files loaded into HP TRIM are identical to the files generated by HP Database Archiving.

TIP You have the option to remove the data from the source system

immediately upon its extraction or at some later time (deferred deletion). In deferred deletion, the administrator defines a point in time after extraction when the record is removed from the source system. Deferred deletion allows records to be extracted as soon as they become static but while they are still used in day-to-day queries in the source system. If a record is ever deleted prematurely from the source system, a reload option allows the data to be extracted from HP TRIM and loaded back into the original source in an automated process.

4 Ingest

The ingest step creates a folder inside the records management system to group all the files created by the extract. The folder is placed in the classification that was selected during the classify step and uses the metadata attributes contained in the tab delimited file created by the extract step.

Once the folder is created the importer loads all the XML, XSD, and the log files for the ingest step into the folder. As for the folder, it uses the predefined metadata attributes from the classify step to create profiles for each of the files. Once the import concludes, the import step can perform a validation of the records’ contents against the MD5 values generated by the extract step and store the details of this validation. The hash validation can also be invoked manually at a later stage.

5 Manage

The manage step is the same for structured records as it is for unstructured information. The same HP TRIM structures, rules, and features are used for both, including metadata and content searching, addition and removal of holds, and security and auditing features.

In the case of SRMS, since the records are structured, you typically will want to run SQL queries against them rather than a standard search. To address this requirement, you can extract batches of records from HP TRIM and automatically register them with the Records Query Server (RQS). Using RQS (also known as the Archive Query Server), you can query the archive XML files using any ODBC, JDBC, or OLEDB compliant SQL query tool.

6 Dispose

The disposal of records in the records management system uses the same features that are applied to unstructured records. A retention period can be defined for the record and, when that period is up, the record is marked as destroyed. Once a record is marked as destroyed, a check is run to confirm whether the original record in the source system was destroyed as well. If not, the user will be prompted to execute a deferred deletion from the source system at that point.

HP Structured Records Management Solution Tutorial 13

Scalability

In order to achieve optimum performance and scalability with SRMS, you may spread the configuration across multiple machines where necessary. HP TRIM runs only on MS Windows, but HP Database Archiving can run on UNIX or MS Windows. The following SRMS configurations are possible:

• MS Windows only. In this case, all of the machines in the configuration are

MS Windows systems. Note that one of the machines in this configuration must have HP TRIM and HP Database Archiving installed on them.

• MS Windows and UNIX. In this case, HP TRIM is installed on an MS

Windows system and HP Database Archiving is installed on a UNIX system. Since the products are on disparate operating systems, you will need to call the SRMS Loader differently from the Groovy script in your business flow.

NOTE RQS must be installed on the same machine as HP TRIM.

Database archiving concepts

For conceptual information about HP Database Archiving, refer to the HP Database Archiving software Concepts guide.

Records management concepts

For conceptual information about HP TRIM, refer to the HP TRIM online help.

Summary and next steps

In this chapter you learned about:

• the overall structure of the tutorial

• the prerequisites for building the tutorial

• HP Structured Records Management Solution

• where to look for conceptual information about HP Database Archiving

You are now ready to begin the tutorial.

14 Chapter 1: Structured records management concepts

2 Configuring the Demarc data

To follow the instructions in this tutorial, you must have the sample Demarc data set loaded in your database.

This chapter explains how to obtain and load the Demarc data.

This chapter includes: • Loading the Demarc data (page 15)

• Summary and next steps (page 16)

Loading the Demarc data

The example in this tutorial is based upon the Demarc data set. You must install this schema and populate it before you can start the tutorial.

TIP Typically, you will install the Demarc data set into a database that is separate

from the HP TRIM database.

To load the data into your database, perform the following steps:

1 Install and configure the database of your choice. See Tutorial prerequisites

(page 9) for information about which databases you can use.

NOTE The demo data loader does not support Oracle RAC or SQL Server

Windows authentication.

2 Install and configure HP Database Archiving software as per the HP

Database Archiving software Installation guide.

3 Change to the bin directory where you installed HP Database Archiving. For

example, on MS Windows:

cd c:\Program Files\HPDBArchiving\obt\bin

or on UNIX:

cd /home/HPDBArchiving/obt/bin

Type the command appropriate for your database:

On MS Windows:

load_demo oracle load_demo sqlserver load_demo sybase load_demo db2 load_demo generic

HP Structured Records Management Solution Tutorial 15

On UNIX:

./load_demo.sh oracle ./load_demo.sh sqlserver ./load_demo.sh sybase ./load_demo.sh db2 ./load_demo.sh generic

NOTE The generic option is for JDBC/ODBC data sources.

5 Respond to the prompts. Default values are displayed next to the prompts

inside of square brackets [ ]. It may take a few minutes for the scripts to complete running.

TIP If you want to use a schema name other than DEMARC, enter the desired

name when prompted for demo schema/username.

TIP Note that SQL Server database names are case sensitive. Hence, if you

accept the default name, you must use DEMARC when referencing it.

6 To confirm that the scripts executed properly, check the log files located in

<install_dir>\obt\demo for any errors:

—

7 If you have an ad hoc query tool, you can use it to confirm the presence of

DEMARC and its tables.

Summary and next steps

In this chapter, you learned:

• how to run the scripts to load the sample data into the database you plan to use

for the tutorial.

The next step is to import a project that you can modify for structured records management.

ngfloadlog.log for DB2

ogfloadlog.log for Oracle

sgfloadlog.log for SQL Server

ygfloadlog.log for Sybase

16 Chapter 2: Configuring the Demarc data

3 Creating an archive definition

This structured records management tutorial is based upon the same data model used in the general HP Database Archiving tutorial in Tutorial: Designing and deploying archive modules. This chapter walks you through the process of importing the solution project for the general tutorial. In subsequent chapters, you will modify this project for the structured records management case.

This chapter includes: • Importing an existing project (page 17)

• Creating a connection to the HP TRIM database (page 18)

• Summary and next steps (page 20)

Importing an existing project

The general tutorial solution project shipped with HP Database Archiving contains the data model you need for this structured records management tutorial. Rather than recreating the model from scratch, you can simply import that existing project.

To import the tutorial solution project:

TIP If you successfully built the tutorial project yourself as described in Tutorial:

Designing and deploying archive modules, you can simply open that project and

skip to Chapter 4, Creating a cartridge.

1 Launch Designer.

— On MS Windows, from the Start menu, open Designer by selecting

Database Archiving > Designer

— On Linux, use the designer desktop link, if you opted to create the links at

install time. Otherwise, navigate to <install dir>

./designer.sh

When you start Designer for the very first time, you are automatically prompted to create a new project.

The first field is the project Name. The second field is the Database connection used to get the table definitions.

/obt/bin and type:

TIP If you are not prompted to create a new project, select File > New Project.

Or, you can click the New Project icon.

HP Structured Records Management Solution Tutorial 17

In the Name field, type DEMARC Orders App v1 SRMS as the name of your new project.

2 For Database, if you already created a connection to the database with

DEMARC, choose that connection from the pull-down list. Otherwise, click

New to set up a database connection for DEMARC.

3 Once the New Project dialog box is filled out, click OK.

4 Select File > Import. The Import dialog box displays.

5 Choose Existing Designer project from the list.

6 Click Next. The Import Existing Project dialog box appears.

7 Browse to the location of the tutorial solution project. On MS Windows, it can

be found in <install dir> <install dir>

8 Select tutorial_soln_<db_type>.hdp, where <db_type> is your database

oracle, sqlserver, sybase, neoview).

type (

9 Click Open. You should now have a complete, working version of the tutorial

/obt/demo/project.

\obt\demo\project. On UNIX, it can be found in

solution project, which you can modify for structured records management.

Creating a connection to the HP TRIM database

In order to retrieve and apply classifications from HP TRIM, HP Database Archiving requires a connection to the HP TRIM database. When the HP TRIM Enabler Pack was implemented by HP Enterprise Services for you, they defined a name for this connection. You need to create a connection with this name in Designer. If you do not have the connection name or details for HP TRIM, contact your DBA or HP TRIM administrator.

1 In Designer, choose Connection > Edit Connections.

18 Chapter 3: Creating an archive definition

2 Click New.

3 Click Next.

4 Enter a name for the HP TRIM connection, for example, trim_repos.

The name you choose must match the value specified by

<connectionName> in the srmsLoader_config.xml, which resides in

the location where the HP TRIM Enabler Pack was installed and configured. For example:

<dbarch> <connectionName>trim_repos</connectionName> ... </dbarch>

If you are uncertain of the connection name or details, consult your DBA or HP TRIM administrator.

5 Choose the Database Type, for example, SQL Server.

6 Click Next.

7 Enter the database connection details for the HP TRIM database.

HP Structured Records Management Solution Tutorial 19

TIP Typically, a special user will have been created for this purpose. This user

must have SELECT privileges on the TSFILEPLAN table. If you are not sure what user name and password to use for the HP TRIM database, contact your DBA or HP TRIM administrator.

8 Click Finish.

9 Click Close.

Summary and next steps

In this chapter you learned to:

• Import a project and create a connection to the HP TRIM database

The next step is to create a cartridge to actually archive and classify the data.

20 Chapter 3: Creating an archive definition

4 Creating a cartridge

Once you have a working data model and a connection to HP TRIM, you can begin to create, convert, and classify cartridges.

This chapter includes: • Creating a cartridge (page 21)

• Navigating in the cartridge editor (page 23)

• Previewing the cartridge (page 23)

• Classifying extracted data (page 25)

• Summary and next steps (page 27)

Creating a cartridge

A cartridge is the mechanism by which HP Database Archiving specifies a versioned instance of an archive model for one type of archiving. In your cartridge definition, you can select settings such as the following:

• The type of archive operation to perform (database to database or database to

file, and archive or copy)

• Which rules to apply

• How to treat transactional and chaining objects

• How to treat lookup objects

• HP TRIM classifications to apply

For this tutorial, create a cartridge that archives from a database to a file (an XML file).

1 Go to File > New Cartridge.

2 In the New Cartridge dialog box, type Orders_D2F_SRMS as the Name.

3 Select Database to File as the Type.

4 If it is not already selected, select the Model radio button.

Advanced concept Model means that the cartridge is based upon a defined data model with

relationships. This type of cartridge is typically used for ongoing archive operations.

Schema means that the cartridge is based upon the database schema rather than a defined data model with relationships. This type of cartridge is typically used for database retirement or the cleanup of orphan tables.

Related information HP Database Archiving software Developer’s guide.

HP Structured Records Management Solution Tutorial 21

5 If it is not already selected, select Orders as the model.

6 Optionally, click Annotation to add a comment. Click OK to exit the

Annotation dialog box when you are done.

7 Click OK.

8 Click OK. The Database to File Cartridge editor appears.

22 Chapter 4: Creating a cartridge

Navigating in the cartridge editor

If you look carefully at the bottom of the editor, you see a number of tabs, which correspond to the different parts of the cartridge you can edit. The first tab, Overview, is an overview of the cartridge. Each section on the page has a title that acts as a hyperlink to the corresponding tab.

At the top of each page, you will find a link called returns you to the Overview page.

Any change you make in any page is immediately reflected in the Overview page.

For the purposes of this tutorial, you need not make any modifications to the default settings of the cartridge.

Previewing the cartridge

You can preview your cartridge to confirm it is behaving as you intended.

1 In the toolbar, click the Preview tool.

2 In the Parameter Values dialog box, leave the default values and click OK.

Back to Overview, which

HP Structured Records Management Solution Tutorial 23

+ 53 hidden pages