Layton ServiceDesk - Utilities - Purging

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<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p>
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<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>
 
<p align="right">[[File:btn_back_up.png|link=Layton ServiceDesk™ - Utilities - Request Export XML]] [[Layton ServiceDesk™ - Utilities - Request Export XML |<u>Previous article in this series: ''Request Export XML''</u>]]</p>
 
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=Overview=
 
=Overview=
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It is highly recommended that you back up your database prior to purging operations, as there no way to restore purged requests. It's also recommended that no-one be using the system during a purging operation in case this causes the database to be modified after the point of last backup. If you purge the wrong item, you can immediately restore the backup without losing any data.
 
It is highly recommended that you back up your database prior to purging operations, as there no way to restore purged requests. It's also recommended that no-one be using the system during a purging operation in case this causes the database to be modified after the point of last backup. If you purge the wrong item, you can immediately restore the backup without losing any data.
  
The import process checks AD against the existing End Users. Any new ones are added. Existing ones are not reimported.
 
  
=Life Cycle of an End User=
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[[File:Lsd purging01.png|center|link=]]
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==Life Cycle of an End User==
 
#Import from AD.
 
#Import from AD.
 
#End User is used in Requests.
 
#End User is used in Requests.
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#Purging removes the End User.
 
#Purging removes the End User.
  
The rule is that if an End User has been specified in the End User field in a Request, you can't purge or delete it. This is because there is a relationship between the data in the End User and Request tables. So purging will only delete End Users that don't appear in Requests.
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The rule is that if an End User has been specified in the End User field in a Request, you can't purge or delete it. This is because there is a relationship between the data in the End User and Request tables. So purging will only delete End Users that don't appear in Requests. If you want to purge End Users, purge using all of the preceding options first.
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Note that you can ''disable'' a user without purging it. See '''[[Layton ServiceDesk - FAQ - User Deletion|this article]]''' for more details.
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<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>
  
 
=Purging Options=
 
=Purging Options=
==Purge Requests==
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#Begin by clicking the radio button that matches the type of data you want to purge. When you first load the page, no radio button is selected.
If you check the Purge Requests tick box, you may either:  
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#Click the desired options for that type of data.
*Purge all Requests Closed before a certain date
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*Purge all closed Requests
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==Requests==
*Purge a Specific Request ID number.
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[[File:Lsd purging02.png|center|link=]]
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===Delete Closed Request before===
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Choose a date. All Requests with a closure dated before that date will be deleted.
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===Purge All Closed===
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Purges any Request that has a status of ''Closed''.
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===Purge Specific Request===
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Specify a Request ID to delete.
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==Problems==
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[[File:Lsd purging03.png|center|link=]]
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===Delete Closed Problem before===
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Choose a date. All Problems with a closure dated before that date will be deleted.
 +
 
 +
===Purge All Closed===
 +
Purges any Problem that has a status of ''Closed''.
 +
 
 +
===Purge Specific Problem===
 +
Specify a Problem ID to delete.
 +
 
 +
==Changes==
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[[File:Lsd purging04.png|center|link=]]
 +
 
 +
===Delete Closed Change before===
 +
Choose a date. All Changes with a closure date before that date will be deleted.
 +
 
 +
===Purge All Closed===
 +
Purges any Change with a status of ''Closed''.
 +
 
 +
===Purge Specific Change===
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Specify a Change ID to delete.
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 +
==Tasks==
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[[File:Lsd purging05.png|center|link=]]
 +
 
 +
===Delete Completed Task before===
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Choose a date. All Tasks with a closure date before that date will be deleted.
 +
 
 +
===Purge All Completed===
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Purges any Task with a status of ''Closed''.
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==Solutions==
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A ''dormant Solution'' is a Solution that has not been applied or linked to any Requests or Problems.
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[[File:Lsd purging06.png|center|link=]]
  
==Purge Tasks==
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===Purge Dormant Solution===
If you check the Purge Tasks tick box, you may either:
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Deletes all solutions not in use.
*Purge all tasks completed before a certain date
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*Purge all completed tasks.
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==Purge Problems==
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==End Users==
If you check the Purge Problems tick box, you may either:
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A ''dormant End User'' is an End User that has not been associated with any Requests, Problems, Changes or Tasks.
*Purge all Problems Closed before a certain date
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*Purge all closed Problems
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*Purge a Specific Problem ID number.
+
  
==Purge Change==
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[[File:Lsd purging07.png|center|link=]]
If you check the Purge Change tick box, you may either:  
+
*Purge all Changes Closed before a certain date
+
*Purge all closed Changes
+
*Purge a Specific Change ID number.
+
  
==Purge Solutions==
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===Purge Dormant End User===
If you check the Purge Solutions tick box, you may choose Delete Dormant Solution to purge all solutions not in use.  A ''dormant Solution'' is a Solution that has not been applied or linked to any Requests or Problems.
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Deletes End Users who have never logged a Request, or those that are no longer associated with past Requests by virtue of having purged them.
  
==Purge End Users==
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=Archiving=
If you check the Purge End Users tick box, you may Purge Dormant End Users who have never logged a request.
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While Layton ServiceDesk does not have a feature that can save data in an archive, then purge it, you could make a backup of the database using Microsoft SQL Server Management Studio, then do a purge. This gives you a database backup that you can load should you need to look earlier than what is currently in the database.
<p align="right">[[Layton ServiceDesk™ - Utilities - Clear Down Database |<u>Next article in this series: ''Clear Down Database''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk™ - Utilities - Clear Down Database]]</p>
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<p align="right">[[Layton ServiceDesk - Utilities - Clear Down Database |<u>Next article in this series: ''Clear Down Database''</u>]] [[File:Btn forward.png|link=Layton ServiceDesk - Utilities - Clear Down Database]]</p>
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk™]] [[User Guide for Layton ServiceDesk™|<u>Back to Contents</u>]]</p>
+
<p align="right">[[File:btn_back_up.png|link=User Guide for Layton ServiceDesk]] [[User Guide for Layton ServiceDesk|<u>Back to Contents</u>]]</p>

Latest revision as of 05:20, 28 June 2017

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Contents

[edit] Overview

Purging permits the user to purge selected records from the database.

It is highly recommended that you back up your database prior to purging operations, as there no way to restore purged requests. It's also recommended that no-one be using the system during a purging operation in case this causes the database to be modified after the point of last backup. If you purge the wrong item, you can immediately restore the backup without losing any data.


Lsd purging01.png


[edit] Life Cycle of an End User

  1. Import from AD.
  2. End User is used in Requests.
  3. End User no longer in organisation, disabled in system.
  4. Purging is done from time to time. The End User cannot be purged if it is still associated with a Request.
  5. Finally no Requests are left to which the End User is associated.
  6. Purging removes the End User.

The rule is that if an End User has been specified in the End User field in a Request, you can't purge or delete it. This is because there is a relationship between the data in the End User and Request tables. So purging will only delete End Users that don't appear in Requests. If you want to purge End Users, purge using all of the preceding options first.

Note that you can disable a user without purging it. See this article for more details.

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[edit] Purging Options

  1. Begin by clicking the radio button that matches the type of data you want to purge. When you first load the page, no radio button is selected.
  2. Click the desired options for that type of data.

[edit] Requests

Lsd purging02.png

[edit] Delete Closed Request before

Choose a date. All Requests with a closure dated before that date will be deleted.

[edit] Purge All Closed

Purges any Request that has a status of Closed.

[edit] Purge Specific Request

Specify a Request ID to delete.

[edit] Problems

Lsd purging03.png

[edit] Delete Closed Problem before

Choose a date. All Problems with a closure dated before that date will be deleted.

[edit] Purge All Closed

Purges any Problem that has a status of Closed.

[edit] Purge Specific Problem

Specify a Problem ID to delete.

[edit] Changes

Lsd purging04.png

[edit] Delete Closed Change before

Choose a date. All Changes with a closure date before that date will be deleted.

[edit] Purge All Closed

Purges any Change with a status of Closed.

[edit] Purge Specific Change

Specify a Change ID to delete.

[edit] Tasks

Lsd purging05.png

[edit] Delete Completed Task before

Choose a date. All Tasks with a closure date before that date will be deleted.

[edit] Purge All Completed

Purges any Task with a status of Closed.

[edit] Solutions

A dormant Solution is a Solution that has not been applied or linked to any Requests or Problems.

Lsd purging06.png

[edit] Purge Dormant Solution

Deletes all solutions not in use.

[edit] End Users

A dormant End User is an End User that has not been associated with any Requests, Problems, Changes or Tasks.

Lsd purging07.png

[edit] Purge Dormant End User

Deletes End Users who have never logged a Request, or those that are no longer associated with past Requests by virtue of having purged them.

[edit] Archiving

While Layton ServiceDesk does not have a feature that can save data in an archive, then purge it, you could make a backup of the database using Microsoft SQL Server Management Studio, then do a purge. This gives you a database backup that you can load should you need to look earlier than what is currently in the database.

Next article in this series: Clear Down Database Btn forward.png

Btn back up.png Back to Contents

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