Deactivate projects and requests in bulk to quickly remove
unnecessary objects from the user interface. This procedure reduces
clutter and churn when users search for projects and requests. You
can always reactivate projects if you change your mind.
About this task
Note: You can also deactivate up to 1000 projects at one
time from the project list pages.
Procedure
- Go to Settings>Administration
Settings>Deactivation Administration>Deactivate
Projects and Requests.
- Set up a query to find the subset of projects and requests
you want to deactivate.
- After you set up the query, click Deactivate
Projects and Requests to schedule the deactivation.
- Required: Enter a unique, descriptive name
to reuse this query.
The query name identifies the
search so you can reuse it. The log file also draws part of its name
from the query name.
The window lists the number of projects
that currently meet the search criteria. HCL® Marketing Operations runs
the query again when deactivation is scheduled and deactivates the
projects that fit the criteria then.
- Schedule the deactivation.
This feature uses
the HCL
Marketing Platform scheduler.
For more information about the scheduler, see the HCL
Marketing Platform documentation.
- Enter or verify the name of the schedule so you can
use it again.
- Select when to start running the deactivation from the
list.
Note: A bulk deactivation process might require
many minutes and use many system resources. Consider scheduling bulk
operations for an off-peak time of day.
- Now. If you choose this option, the deactivation
goes into the queue immediately.
- On a date and time. Specify when you want
the deactivation to start.
- On a trigger
- On a trigger after a date
- On completiton of other tasks
- Select when to stop running the deactivation from the
following options.
- Only run once
- Stop after X occurences. Set the deactivation
to run a specified number of times.
- Stop by date and time. Set the deactivation
to run until a specified date and time.
- Optional: You can also set up triggers to run
on successful completion of the deactivation or on error.
- Click Run with this schedule.
After you set up the deactivation, you view the schedule
definitions so you can see your deactivation in the schedule.
Results
When the deactivation completes, you receive an alert.
If an error occurs, you also receive an alert. If you configured
email notifications, you receive an email in addition to an alert.
The alert contains the file path to the log for further details or
troubleshooting.
The path to the log file is <Plan_home>\logs\bulkdeactivationreactivation.
The log name is formatted bulkDeactivationReactivation-<search_name>.log,
where "search name" is the name you entered in step 4. The log file
lists projects and requests that were deactivated. For troubleshooting,
the log also lists the names of any projects or requests that could
not be deactivated categorized by the reason for the error.
After
you deactivate projects and requests, you see them in the user interface
only if you use predefined searches for Deactivated projects
and requests. To see the deactivated projects, use the Deactivated
Projects, Deactivated Requests,
and Deactivated Projects and Requests searches.
You can refine these predefined searches for more specific results.