Expiration Policies for Data Sources

You can choose to define when the cached data is refreshed by setting up expiration policies for the data sources you use in CDM.

Required Permission

To manage expiration policies, you should have the following permission allowed:

Application Permissions > Data Management > Manage Expiration Policies

Expiration Policy Types

CDM supports the following types of expiration policies:

• Absolute Time sets a policy that is based on a fixed date and time, which must be in the future. The data associated with this policy is obsolete in the data cache when the configured date and time are reached. The specified time is based on Universal Time (Coordinated Universal Time) on the CDM Server. When users access expiration policies from the CDM Client, the displayed time is relative to the user's local time zone and format instead.
• Sliding Time sets a policy based on an interval of time. Data that is associated with this policy is obsolete in the data cache after a specified time interval, calculated from the moment when the data was cached.
• Extended Format Time sets a fully customizable policy. You can define the minute, hour, day, month and frequency of the expiration. Data associated with this policy is obsolete in the data cache when all the defined conditions are met.
• File Dependency sets a policy that expires when the specified file is modified. Data that is associated to this policy is obsolete in the data cache when the configured file has been modified, calculated from the moment when the data was cached.
• Never Expires sets a policy that never expires.

Predefined Expiration Policies

CDM includes several predefined expiration policies, such as daily at certain times. The Whenever the external Microsoft Excel file is modified expiration policy applies to External Microsoft Excel File data sources. This policy cannot be edited or deleted. Data that is associated to this policy is obsolete in the data cache when the external data source has been modified, calculated from the moment when the data was cached.

Add an Expiration Policy

1. In CDM, do either of the following to open the Expiration Policies tab in the work area:
   • Click the File tab, then navigate to Administration > External Data > Expiration Policies.
   • Click the Home tab, then in the Navigation Pane, click Administration and double-click Expiration Policies under External Data.
2. Click Home > Add > Expiration Policy.
3. Enter a name and description for the policy.
4. Select the appropriate policy type from the drop-down list.
   • When you select Absolute Time, you must specify a future date and time.
   • When you select Sliding Time, you can modify the interval by selecting the number of days, hours, or minutes and then clicking the up or down arrows to adjust the value.
   • When you select Extended Format Time, you can define the minute, hour, day, month, and frequency of the expiration.
   • When you select File Dependency, enter the file path information or click Browse to select a file to specify the data source. You can optionally click Test Connection to test your data source connection.
5. Click OK.

Edit an Expiration Policy

1. In the Expiration Policies tab in the work area, right-click on an expiration policy and click Edit.
2. Update the policy information.
3. Click OK.

Delete an Expiration Policy

Important: If you delete an expiration policy, you cannot undo your action. Proceed with caution.

1. In the Expiration Policies tab in the work area, right-click on an expiration policy and click Delete.
2. In the confirmation window that opens, click Yes.
3. The policy is deleted if the policy is not associated to an external data source. If the expiration policy is used, an error message is displayed instead.