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Accessing Archive Manager requires that user have Basic Archive Manager role.

Master Archive

This list presents main system versions that were once a drafts that had been published (except for Version 1). 

Buttons: 
  • New Draft - allow creation of new drafts (alternatives).
  • Open - open HDC in state saved in chosen version.
  • Edit - allow to Edit version name and description
  • Set as System Default - when clicked, selected version is marked as System Default.
  • Advanced - group menu of advanced actions:  "Show related Drafts" and "Revert version", described below.
     

Important

On above screen version with ID 42 is marked as System Default
Version marked as System Default, is being set as default version for all users. If they log into HDC they will automatically start using marked version.

Advanced functions

There are cases where there are problems discovered after data from Draft was published to Master archive.

Data created in Draft should be always reviewed for consistency before publishing.

In case of a mistake a wrong data being published to Master archive, now there is a possibility to revert such publish. 

The revert can only be made by users with Advanced Archive Manager role. For a publish to be reverted some prerequisites must be met:

  1. There can be no Drafts in the system that are derived from the version that is going to be reverted. 
    1. This also applies to versions published after selected version.
    2. To check for this situation, there is a dedicated function Show related Draftsavailable from new Advanced context menu.
    3. Administrator should take action if some drafts are found. They can be either discarded or published before revert.
  2. Version selected for revert or later versions cannot be used as system default.
    1. To resolve this situation, please set a new default version that is published before version selected for revert.

Revert version

Function to revert selected version to Draft is available in Advanced function set in Version Manager:

When used, this version (and all versions after that one) will be removed from Master archive and will be moved back to single Draft.

From there is can be decided what to do with it next. It can be modified, a new import can be made into it or it can be discarded altogether replaced by a new data. 

Show related Drafts

Function to check for specific version (or later versions) related drafts is available under Advanced function set in Version Manager

Drafts

Drafts section is divided into three tabs:

  • My Drafts - drafts created by the current user
  • Drafts Shared with Me - all drafts created by other users that chose to share the draft with current user, either directly or by group.
  • All drafts - a tab available only to administrator that lists all drafts in the system

My Drafts  lists all drafts created by you. There are several operations that can be performed on a those drafts. 

  • Open - Draft will be loaded to main interface, all changes made in that draft are visible only to you and other users that have this draft shared and opened. 
  • Discard - the Draft itself and all data modified within this draft will be permanently deleted. This operation cannot be undone!
  • Edit - Change draft's name and description.
  • Publish - this operation will move all the data from the draft into a new version in Master Archive (for more information see Version Management)

  • Publish and Set As Default - will also move Current version marker to newly created version. All users will see that version as a default after login. 
    A draft can also be published using a scheduler, on a selected date. More on this topic: Draft Auto Publish
  • Share - this function allows you to give access to your Draft for other users or groups in the system. 
    Shared draft will appear in the "Drafts shared with me" section for selected users or groups. 
  • View Snapshots - each draft can have number of separate versions called snapshots. 
    They can be described with needed name and description. Newest one is the one that will be published to main archive when draft is published (name and description for publish will be taken from draft).

(warning) Depending on the assigned rights, the same operations can be performed on shared and all drafts. 


Filter drafts by name

In Archive Manger, new filter was added that will help to narrow list of drafts based on user input in the filter field.

The filter is present for all tabs: My DraftsDrafts Shared With Me and All Drafts


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