Applying an archive policy

JReport Enterprise Server uses an archive policy to control resource versions. The archive policy can be applied to a single resource individually or to many resources in a folder as a whole. It can also be applied when you run (Advanced Mode) or schedule a report set.

The archive policy includes settings for controlling the use of multiple versions for a specified resource, and the maximum version amount that will be listed in the Version table:

If there is no archive policy specified for a resource, the resource will inherit the archive policy from its parent object. If afterwards you then specify an archive policy for the resource, the new policy will override the one inherited from the parent object.

Applying an archive policy to resources in the resource tree

To apply an archive policy to a resource in the resource tree, refer to the table below:

If you want to Then do Result
Apply archive policy to a folder
  1. Access the Properties dialog for the folder.
    • For administrators, on the JReport Administration > Reports page, locate the folder for which you want to set the archive policy, then click the Properties button in the Control column.
    • For end users, on the JReport Console > Reports page, select the row the folder is in, right-click in the row and select Properties from the shortcut menu.
  2. In the Properties dialog, set the Apply Archive Policy option as required, then click OK.

The archive policy will be applied to all of the folder content.

Note: This does not include resources that already have individually applied archive policies.
Apply archive policy to a resource
  1. Access the Properties dialog for the resource.
    • For administrators, on the JReport Administration > Reports page, locate the resource for which you want to set the archive policy, then click the Properties button in the Control column.
    • For end users, on the JReport Console > Reports page, select the row the resource is in, right-click in the row and select Properties from the shortcut menu.
  2. In the Properties dialog, set the Apply Archive Policy option as required, then click OK.

The archive policy is applied to the resource, overriding its inherited archive policy.

Note: If you leave the Apply Archive Policy option unchecked, the resource will inherit the archive policy from its parent object, for example, the folder it resides in.
Apply archive policy when running a task in Advanced mode
  1. On the JReport Console > Reports page, select the row that the resource you want to run is in, right-click in the row and select Advanced Run from the shortcut menu.
  2. In the Archive tab, check the Auto Archive Properties option.
  3. Finish the other relevant information, making sure that Archive Location is set to the resource tree folder.
  4. Set the Apply Archive Policy option as required, and then click Finish.

The archive policy will be applied to a result type resource.

Note: If you leave the Apply Archive Policy option unchecked, the resource will use its old archive policy or inherit the archive policy from its parent object, for example, the folder it resides in.
Apply archive policy when scheduling a task
  1. On the JReport Console > Reports page, select the row that the resource you want to schedule is in, right-click in the row and select Schedule from the shortcut menu.
  2. In the Publish tab, click the To Version sub tab, then check the Publish to Versioning System option.
  3. Finish the other relevant information, making sure that Archive Location is set to the resource tree folder.
  4. Set the Apply Archive Policy option as required, then click Finish.

The archive policy is applied to a result type resource.

Note: If you leave the Apply Archive Policy option unchecked, the resource will use its old archive policy or inherit the archive policy from its parent object, for example, the folder it resides in.

Applying an archive policy to the built-in version table

The above table applies to the resource in the resource tree only. The versions in the built-in version folder are controlled by its own archive policy.

To apply an archive policy to the built-in version table, refer to the table below:

If you want to Then do
Apply archive policy to a built-in version table
  1. Access the Version table for the resource (report set type).
    • For administrators, on the JReport Administration > Reports page, locate the report set, then click the Version button in the Control column.
    • For end users, on the JReport Console > Reports page, select the row the report set is in, right-click in the row and select Version from the shortcut menu.
  2. In the Report Set Result Versions tab, check the Maximum Number of Versions option, specify the versions to be saved as required, then click OK.
Apply archive policy when running a task in Advanced mode
  1. On the JReport Console > Reports page, select the row the resource you want to run is in, right-click in the row and click Advanced Run on the shortcut menu.
  2. In the Archive tab, check the Auto Archive Properties option.
  3. Finish the other relevant information, making sure that Archive Location is set to the Built-in Version Folder.
  4. Set the Apply Archive Policy option as required, then click Finish.
Apply archive policy when scheduling a task
  1. On the JReport Console > Reports page, select the row that the resource you want to schedule is in, right-click in the row and select Schedule from the shortcut menu.
  2. In the Publish tab, click the To Version sub tab, then check the Publish to Versioning System option.
  3. Finish the other relevant information, making sure that Archive Location is set to Built-in Version Folder.
  4. Set the Apply Archive Policy option as required, then click Finish.