To configure automatic archiving:Note: This feature is available only to administrators.
When you add or acquire a new revision of an existing product in your product list, the old revision is automatically archived and (optionally) its indexed data copied to the new revision. This is DolphinRTK's automatic archiving feature.
When you configure automatic archiving, you select which (if any) of the following indexed data is automatically copied from an outdated product revision to a newer revision:
Characteristics
Hazard Ratings
Hazard Classifications
Bar-Codes
Locations
Synonyms
User-Defined Information
Ingredients
Attachments
Cautions
You can also select whether MSDS formats are a factor in whether a new product causes an automatic archive. You can select one of the following options:
Automatic archiving happens when a new product matches an older product in common name and manufacturer.
Automatic archiving happens when a new product matches an older product in common name, manufacturer, and MSDS format.
To configure automatic archiving:
Starting at the Administration page
Under System Preferences, click Auto Archive.
The Automatic Archiving page opens, showing the available automatic archiving options.
Under Indexed Data to Roll, select each data type you want automatically copied ("rolled") from an outdated product to its new revision.
Select whether MSDS formats are a factor in automatic archiving:
If an automatic archive should happen when the two product revisions match in common name, manufacturer, and MSDS format, select the Include MSDS Format When Automatic Archiving Occurs option.
If an automatic archive should happen when the two product revisions match in common name and manufacturer, clear the Include MSDS Format When Automatic Archiving Occurs option.
Click Save in the lower right.
Your new configuration is saved. The selected options now apply when any user in your system:
Adds a new product that is a newer revision of a product in your product list;
Acquires an MSDS update for a product in your product list;
Orders and receives from IHS a new revision of a product in your product list;
Acquires from IHS Dolphin Online a new revision of a product in your product list;
Uploads a new revision of a product in your product list.
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