Education: Archive and Delete - Live Training

Interested in the Archive & Delete Service solution? Fill out this training request form.

Session 1 - Overview of functionality, system defaults and training

• Archive and Delete functionality (A&D)

Understanding what the A&D functionality does and does not do and the importance of Data Retention Policies

• System Defaults

Understanding the A&D system defaults

• Scheduled tasks

Overview of the tasks to delete identified records and purge the delete log.

• Alerts

A&D specific alerts and identifying which ones are required.

• Permissions

Who should use this functionality and what permissions they need

• Training on using the A&D functionality:
• Run Identification Reports

Run reports to identify records to delete

• Archive Data

Run reports to create archive copies of data prior to deletion

• Mark Records for Deletion

The process to mark records for deletion from MRI Education

After this session, authorities should consider the following:

• System defaults
• Default Archive Person (for special anonymization)
• Delete Log retention Period
• Scheduled tasks
• Schedule for deletion task – e.g. daily @23:00
• Schedule for deletion log purge task – e.g. daily @ 23:30
• Permission groups
• Report only: Run manual or report-based identification searches and archive data but not delete records
• Full Access: As above but also able to instigate the deletion process.
• Consider who should be able to view the delete logs.
• Alerts - Which alerts are required and who should receive them e.g.
• All Users: Record has been marked for archiving – person and student
• All Users: Record has been marked for deletion – person and student
• System Admin: Record(s) have been selected for archive
• System Admin: Records have completed archive and are ready for selection for deletion
• System Admin: Record(s) have been selected for deletion
• System Admin: Record(s) have failed the archive process
• System Admin: Record(s) have failed the deletion process
• Maximum of 7 alerts

For System Admin alerts, indicate the period for the alert e.g within the last 90 days. Suggested period lapse between session 1 and session 2 – minimum 1 week, maximum 2 weeks.

Session 2 - Setup (Test)

Set up of system defaults, permission groups and alerts as identified in the information during session 1.

• Set-up system defaults
• Set-up permission groups and populate with users where applicable
• Set-up schedule tasks for deletion and delete log file purge
• Set-up alerts (maximum of 7) and populate with users/groups where applicable
• Ensure example archive and identification reports are connecting to the correct data source

Session 3 - Live Deployment

Set up of system defaults, permission groups and alerts as identified in the information during session 1.

Objectives

• Set-up system defaults
• Set-up permission groups and populate with users where applicable
• Set-up schedule tasks for deletion and delete log file purge
• Set-up alerts (maximum of 7) and populate with users/groups where applicable
• Ensure example archive and identification reports are connecting to the correct data source