Archiving Users

Interdependent records are archived along with the users. This means any transactions made by those users, and any reservations made by those users that have not yet started.

There are two ways to archive Users:

Archiving Currently Selected Users

To archive User Accounts using the Archive Action:

Using the normal archive action will only archive the currently selected users. Use the Batch User Archive to archive all users.

  1. From the Account Actions Pane, select Archive action. This opens the Archive Users dialog box.
  2. Select one or more archiving actions:
    • If you selected "Copy to a CSV file" and/or "Copy to a text file", enter the path and the filename for the generated files. You can also click the ellipsis to browse to the directory path.  By default, the directory path is set to C:\Temp\archive.csv or C:\Temp\archive.txt.
    • If you selected "Remove records from the database", no further selection is needed.
  3. Click OK.  The specified records are archived off and written to the specified files, where relevant.

Batch Archiving

To archive User Accounts using the Batch User Archive:

Batch User Archive allows you to archive all the users from the Pharos Database excluding special users such as the edicashier, Offline User and the Administrator.

  1. From the Account Actions Pane, select Batch Operations > Batch User Archive. This opens the Archive Users dialog box.
  2. Select one or more archiving actions:
    • If you selected "Copy to a CSV file" and/or "Copy to a text file", enter the path and the filename for the generated files. You can also click the ellipsis to browse to the directory path.  By default, the directory path is set to C:\Temp\archive.csv or C:\Temp\archive.txt.
    • If you selected "Remove records from the database", no further selection is needed.
  3. Click OK.  The specified records are archived off and written to the specified files, where relevant.

To archive user accounts based on ID or name, you must set a filter then use the batch archive action so that the archive will be based on the filter.

Archived User data can be imported into the Pharos Database at a later date using the User Batch Loader.

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