How to archive data from your waters_connect / UNIFI database - WKB12003

OBJECTIVE or GOAL

Archive data (release space in the UNIFI oracle database) for new data to be acquired or imported. (The exported data can be copied/archived to a secure location.)

• Waters recommends organizing your work into manageable, self-contained folders with methods, sample sets, and analyses residing in the same folder or subfolders
• Data is archived by exporting and deleting older data folders which are no longer required for re-processing or reporting
• This then releases space in the database. This space made available can be determined using the UNIFI tool WKB32608 or the waters_connect space checker tool wkb297496

ENVIRONMENT

• UNIFI 1.9.4 and earlier
• waters_connect / UNIFI

PROCEDURE

1. Navigate to Explorer :-
   UNIFI - Browse Files in My Work or Blue short cut menu top left
   waters_connect select Explorer App 
2. Select the folder and right-click. 
3. Select Export
4. Rename the file if required and select the Export Folder destination (local drive)
5. Only select "Compress Export Data" if space is limited (this option will increase export time)
6. Click Export to start the process.
7. Upon successful completion, confirm that the UEP export was successful. This is reported on completion in the export window and in the event log and confirm that the file is saved in the correct location.
8. Delete the folder:
   UNIFI: Administration > Security > Access Management > Right-click folder > Delete
   waters_connect: Explorer > Right-click folder > Delete

If you require to export individual files then ensure you select at least the analysis and associated sample set together before exporting. Right-click on the analysis "View related data" to identify which files are linked.
The procedure is then the same as above.

ADDITIONAL INFORMATION

It is strongly advised the customer carefully catalogue the uep archive location so that they easily identify ueps required when older data needs to be accessed.

Note: If the steps in this article do not work, this may be due to multiple file types in the same folder, you may need to individually delete the items from the folder before deleting the folder. You can do this by selecting the triangle in the left hand corner of the folder contents, then right click over the selected items, and select delete. You will be asked several times to sign in again to approve the deletion as the software deletes each individual file type.

Note: Uep exports include all related audit trail records so the uep is a complete package when imported for review.

Note: Due to defect US1#215781, UNIFI prevents deletion of Read Only, so set to Offline before deleting.