Archiving Task

The archiving task is executed by Forsta Plus’s task system.

Note: The Archiving task needs to compress the projects for archiving, and the zipping component uses a temporary folder on the C: drive. Make sure that the Batch server running the Archiving task has sufficient disk space on the C: drive.

To view instances of the task and set the recurrence pattern for the task:

1. Go to the Tasks page in Forsta Plus and click the Search tab.
2. On the Search page, choose Archiving as the task type.
3. Click Search.

A list of instances is displayed.

4. To start a new instance, go to the task-definition for one of the existing instances and start a new instance or set a recurrence-pattern.

The batch server must be configured to run Archiving tasks:

Figure 1 - Archiving task

Only the System Administrator will be able to view instances of and administrate the archiving-task. The task will run through all projects that do not have the “Do not expire” flag set and for each project, one or more of the following processes will be run:

• If the option “Max number of completes” is set and the project has more completes than the value, no expiry-date will be calculated.
• If a system administrator has not set the project’s expiry-date, a new expiry-date will be calculated.
• If the expiry-date is within the number of notification-days, a notification email is sent.
• If the project expires “today”, it will be archived and an email will be sent to the email recipient for the project.
• If a project has its expiry-date calculated for the first time and the date is “today” or less than “today”, then the project will not be archived immediately. The expiry-date will be set to the current date extended by the number of notification days, and a notification email will be sent. If a user does nothing to the expiry-date, the project will be archived on the expiry-date set.

Note: All business rules are processed before the actual archiving is performed. If a project does not fit the business rules, it is not included in the initial list and is not archived.

Important
Archiving is not performed for open multimode projects. If a project has the "CATI survey" checkbox checked in its Survey Settings, it will only be included in an archiving list if the project is closed on the CATI side. If it is not closed, or if it is closed on the Forsta core side, it will not be archived.