Configuring Data Management application preferences

• Yes
  To create only new records on the target form and not update the existing records. If you select this option, the system creates only new records by default. Staging form records that already exist in the target forms or on the same staging form are flagged as errors and should be corrected.
• No
  If  you select this option, the Validate step runs in update mode. The system creates new records in the target applications and does not mark duplicate records as errors. The data is pushed in the target forms and updated.
• Template Value
  This value sets the Create Only flag on your job to match the setting for this flag on the template you used to create the job.

Note: Certain forms allow you to only create records and not to update records on the target forms, regardless of whether you select Create Only. For a complete list of these forms, see List of Create Only forms.

Job Wait

• Auto Validate - Auto Promote
  By default, the job does not have a wait flag at either the Validate or the Promote step.
• Manual Validate - Auto Promote
  This value sets a wait flag for the Promote step by default. However, the Validate step does not have a wait flag set by default.
• Auto Validate - Manual Promote
  This value sets a wait flag for the Validate step by default. However, the Promote step does not have a wait flag set by default.
• Manual Validate - Manual Promote
  By default, the job has a wait flag at either the Validate or the Promote step.
  
• Template Value
  This option sets wait flags for the Validate and Promote steps to match the wait flags used by your job template by default.

Note: When you set a wait flag for a step, the step stays in progress and does not run until the wait flag is removed. For information about removing the wait flag, see Running a job. You cannot set wait flags for the Load step.

Set time period to clean up the processed data after job completion

Note: If the existing default values are modified for a user record before the system is upgraded to 9.1.03, the system continues to use these as default values for that user after the upgrade and does not set the new default values.

However, if a user does not have a previous record in the system or has not modified the default values before upgrading to 9.1.03, the system sets the new default values for that user record after upgrade.

Keep Promoted Staging Records

To retain the promoted staging records in the database, enter the number of days after job completion. After this time period, an escalation will remove all promoted staging data. The default values are as follows:

• Version 9.1.02 and earlier: 14 days.
• Version 9.1.03 and later: 7 days.

To notify the job owner before deleting non-promoted data from the database, enter the number of days after job completion in which to do the notification. The data will be deleted from your staging form 7 days after the notification. The default values are as follows:

•  Version 9.1.02 and earlier: 60 days.
• Version 9.1.03 and later: 30 days.

To delete jobs and steps from the database, enter the number of days after job completion. The default values are:

• Version 9.1.02 and earlier: 365 days.
• Version 9.1.03 and later: 60 days.