Retrieving archived policies

If a policy is archived, you can only see a summary of the policy. To see the whole policy again, you can retrieve it from the archive and restore it to the PolicyCenter database. PolicyCenter restores the policy in its entirety.

When PolicyCenter retrieves a policy, PolicyCenter generates an activity for the user or users who requested retrieval of that policy.

To retrieve an archived policy, you must have the Retrieve from archive permission on the policy. You must also have both view and edit permissions on the policy.

Steps to retrieve an archived policy

The example retrieves archived policy terms in a PolicyCenter development environment. Retrieval of archived policies occurs in two phases:

  1. A user navigates to an archived policy and requests retrieval.
  2. The Retrieve Policy Term batch process runs to retrieve archived policy terms for requested policies.

This example retrieves the policy terms for the archived Ray Newton policy.

Request retrieval of an archived policy

Before you begin

These steps assume that you have:

  • Turned on archiving by setting the ArchiveEnabled parameter to true in config.xml.
  • Not changed the settings of any other archive parameters in config.xml.
  • Loaded the small sample data set. See Install sample data.
  • Canceled the Ray Newton personal auto policy. See Cancel a policy.
  • Advanced the system clock so that the Ray Newton policy is eligible for archiving
  • Run the various types of archiving batch processing necessary to archive the canceled Ray Newton policy. See Run Archive Policy Term batch process.

Procedure

  1. Navigate to an archived policy, such as the Ray Newton policy you archived in Run Archive Policy Term batch process.
    PolicyCenter displays the Summary (Archived) screen for that policy.
  2. Click Request Retrieve.
    PolicyCenter displays the Request Retrieve from Archive screen.
  3. Optionally, enter a Reason then click Request Retrieve.

Retrieve archived policies that have been requested

About this task

In these steps, you run the Retrieve Policy Term batch process on demand. Typically in a production environment, you run the Archive Policy Term batch process on a frequent schedule during the business day.

Procedure

  1. Login as su.
  2. Press Alt+Shift+T to access the Server Tools.
  3. Navigate to the Work Queue Info screen.
  4. In the row for RestorePolicyTerm, click Run Writer.
  5. Select Actions > Return to PolicyCenter and view the retrieved policy.
    PolicyCenter generates an activity notifying the user that the policy has been retrieved. PolicyCenter generates an activity each time the user presses the Request Retrieve button.