The Maintenance plan – New plan dialog
Use this dialog to create or edit a maintenance plan. Note that the settings that appear can vary depending on the type of plan displayed.
Plan type | |
Database | A plan for database maintenance. |
Master data import | A plan for master data import. |
Log file | |
Log file name | The name and location of the log files.
File name box and click
Save. The file name is then displayed
in the
Log file name box.
) and navigate to
the location where you want log files to be saved. Then specify a name in the
Running a maintenance plan creates two log files in the location specified in the maintenance plan:
|
Append | Appends the maintenance log file if it already exists. Overwrites the detailed log file (to avoid it becoming too large). |
New name | Prompts you for the log file name when you run the maintenance plan if a log file with the specified name already exists. |
Overwrite | Overwrites the existing log file. |
Autoname | Automatically names the log file using the specified name (if present) and a time stamp. |
Integrity | |
Check database integrity | Checks the database for a variety of errors. Do this often. |
Repair found errors | Automatically fixes any errors that are found. |
Do not repair found errors | Records errors in the log file without
correcting them. (Example of log file.)
|
CleanUp | |
Remove unknown invoice definitions not used during the last | Deletes unknown invoice definitions that have not been used during the time specified. |
Remove known invoice definitions not used during the last | Deletes known invoice definitions that have not been used during the time specified. |
Remove learned invoice definitions not used during the last | Deletes learned invoice definitions that have not been used during the time specified. |
Remove invoice definitions with no supplier connection after | Deletes invoice definitions that still have no supplier connection after the time specified. Use this setting only if your system uses imported supplier data. Do not use this setting if the system does not use |
Remove invoice definitions with poor performance | Deletes
invoice definitions with low
interpretation rates.
If more than 80% of the single item fields are corrected in Verify, the invoice definition is considered to have poor performance. This percentage is calculated using the total of all of the fields from all of the invoices connected to the definition in question. You can adjust the threshold using the PoorPerformanceThreshold setting in Eiglobal.ini. See INI file help for more information. The Poorly interpreted column in invoice definition statistics gives you an indication of how well your invoice definitions are performing. |
Remove invoice definitions with status unknown | Deletes all Unknown invoice definitions. |
Remove unused temporary data | Deletes other miscellaneous data from the database. |
Remove unused supplier names | Deletes unused
supplier names from the database. Only
Kofax ReadSoft Invoices'
own internal
supplier names are deleted.
If you import master data and Delete master data not included in import was selected (see below), this setting is not needed. supplier registry could delete perfectly valid
suppliers, especially those whose
invoices have not yet entered the system.
Use this setting with caution. Running a
maintenance plan containing this setting shortly after you update your
|
Remove extra learning invoices | Removes unneeded learning invoices. |
Remove batch report layout files | Removes batch report layout files. |
Remove user log older than | Removes user activity data that is older than the specified number of days. |
Remove parked invoices older than | Removes invoices that have been parked for more than the specified number of days. |
Logs | |
Remove process log messages older than | Deletes process logs that are older than the number of days specified in the days box. |
Save deleted messages to file | Saves deleted messages in the specified text file. If the file already exists when the maintenance plan is run, the file is appended. |
Remove service log messages older than | Deletes service logs that are older than the number of days specified in the days box. |
Save deleted messages to file | Saves deleted messages in the specified text file. If the file already exists when the maintenance plan is run, the file is appended. |
Location - displayed when using a maintenance plan to import master data. | |
Import format | The file format of the master data you want to import. |
Suppliers | The location of the master data for the suppliers. |
SupplierBanks | The location of the master data for the banks of the suppliers. |
Buyers | The location of the master data for the buyers. |
Delete master data not included in import | Ensures that
Kofax ReadSoft Invoices'
master data matches the master data in your financial system. What actually
happens:
|