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Archive trades via OC GUI

Article # 3036116 - Page views: 19

Issue

How to archive trade in OC database via OC GUI ?

 

Cause

DB archiving should be done via auto-scheduler as part of housekeeping tasks. However if for any reason this is skipped, then trades could be archived from OC GUI.

 

Solution

Pre-Requisites:

1.      DBA to backup the Prod DB  - OptitradeConfirm.

2.      Check if service account credentials are available to the user performing Archive.

3.      Run below queries and tabulate the results:

queries_1.png

Steps :

1.      Stop all OC services except ‘Optitrade Confirm 05 CTM Adapter

2.      Access OptitradeConfirm Landing page and double click on Archive module

Archive_2.png

3.  Leave 3 or 6 months data and archive old trades in batches. 

Archive the trades by selecting 6 months or 3 months date range. Record the results.

Daterange_3.png

4.  After archiving all the trades retaining only 3 or 6 months data , please run below queries and tabulate the results.

Queries_4.png

5.      Verify if trades are archived from OC GUI - Trade Explorer interface.

6.      Start all OC services.

 

Level of Complexity 

Moderate

 

Applies to  

Product Version Build Environment Hardware
Kofax Optitrade Confirm 5.x+      
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