000033604 - How to Delete Records using an RSA Archer Web Services Transporter Data Feed and Report

Document created by RSA Customer Support Employee on Jul 25, 2016Last modified by RSA Customer Support Employee on Apr 21, 2017
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Article Number000033604
Applies ToRSA Product Set: Archer
RSA Product/Service Type: Archer
IssueHow to delete records using an Archer Web Services Transporter Data Feed and Report.
Tasks
  1. Create a Report.
  2. Create a Data Feed.
  3. Inactivate the Data Feed after running, unless it needs to run on a schedule.
Resolution
  1. Create a Report containing records that you DO NOT want to delete.  For example, just return a Tracking Id field.
  2. Take note of the Report Id so it can be used in the Data Feed.
  3. Create a Data Feed with the following key settings, but you may have to tweak others for special environments.
  4. From Transport tab:
    1. From Transport section, Transport Method: select the Archer Web Services Transporter
    2. From Security section, Url: enter the Base Url for Archer
    3. From Transport Configuration section:
       
      1. Search Type: select Report ID option
      2. Report: enter Report Id.
      3. User name: enter an Archer user account and the account should be dedicated for this Data Feed only.
      4. Password: enter the Archer user account password
      5. Instance: enter the Instance Name as shown in the Archer Control Panel (ACP).  This is case-sensitive.
       
  5. From Navigation tab XML File Definition section:
    1. Enable the Transform option.
    2. Click the Load Transform link, select the Default option, and click OK.
  6. From Source Definition tab Source Data sub tab in Source Fields section:
    1. Click the Load Fields link, select the Execute Search option, and click OK.
  7. From Data Map tab:
    1. From Field Map sub tab, map the Tracking Id or key field.
    2. From Key Field Definitions sub tab, set the Key Field Name to the Tracking Id or key field.
    3. From Update / Archive sub tab:
       
      1. Update Options: only enable the Update option.  NOTE: If the Update option is not enabled, all records will be deleted in module.
      2. Archive Options: select the Delete option.  NOTE: The Delete option deletes records that do not meet the Report's criteria.
       
  8. Don't forget to inactivate the Data Feed after records have been deleted...unless you want to run it on a schedule.
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