Policy Filter Rules

An Archive Policy Filter Rule contains the logic which determines if a database record should be processed by the archive policy. There are several types of policy filters built into CopyStorm/Archive

  • All Changes — this filter always indicates that a record should be processed. Use it when all changes to records should be archived.
  • Column Expression — with this filter a rich expression based on columns in a record can be used to determine if a record should be archived.
  • Deleted Records — this filter only matches records that have been deleted in Salesforce. This filter is used to build recycle bin type policies.
  • SQL Predicate — this advanced filter supports injecting user specific SQL fragments into a query that determines if a record should be archived.

The Filter Rule for an Archive Policy is specified on the Main Tab of the archive editor.

Parameters specific to the selected Filter Rule Type can be set on the Filter Rule Parameters tab.

White and Black Lists

Nearly all Filter Rule Types support the concept of a White and/or Black list for selecting the tables to be processed by an policy.

  • A White List indicates tables to include in the archive.
  • A Black List indicates tables to exclude from the archive. All tables not on the black list will be included.

Typically the technique used for selecting tables for an archive is either by White List or Black List. However, if you are brave (and using regular expressions) both a White and Black list may be useful.

The following example (from the All Changes filter rule type) illustrate the components of the White/Black list editor.

  • The pull-down menu indicates whether tables should be selected by White list, Black list, or both.

The dialog for selecting tables is nearly the same for a White or Black list. The following example is for a White list.