Changes between Version 3 and Version 4 of ALL__record_lifecyle
- Timestamp:
- 11/20/14 10:47:13 (10 years ago)
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ALL__record_lifecyle
v3 v4 25 25 || X || FLAGGED FOR EXCLUSION FROM BATCH PROCESSING || 26 26 27 ''NOTE: ''With one exception, transitional states are lowercase. The state N, though27 [=#point1 ''NOTE:''] With one exception, transitional states are lowercase. The state N, though 28 28 uppercase, is a transitional state establish early in the evolution of lifecyle processing. 29 29 If someone had the time to change the dependent code, changing N to n would be desirable. … … 65 65 66 66 == PEOPLE RECORDS == 67 For people records, the initial state reflects a subcategory of people records (A for records matched68 to Banner with active employee or student affiliation, E for records matched to Banner for which69 active employee or student affiliation is expected but does not yet exist, S for records with no70 match in Banner [generally thought of as "guest accounts"]).67 For people records, the initial state reflects a subcategory of people records 68 * A : records matched to Banner with active employee or student affiliation, 69 * E : records matched to Banner for which active employee or student affiliation is expected but does not yet exist, 70 * S : records with no match in Banner (generally thought of as "guest accounts"). 71 71 72 72 ||= STATE =||= DESCRIPTION || … … 78 78 batch process control. 79 79 80 === A State Records === 80 81 A state records are subject to record aging and will be flagged for inactivation by the EDIR 81 82 Banner Extract process when the record no longer meets the active affiliation test. Inactivated 82 records are present but hidden in EDIR. The EDIR Banner extract process is the primary source 83 of people records with an initial state of A. However, the AUTHSERV Sponsor Account form can 84 also restore previously purged records. Those restored records have an initial state of A and 85 will be inactivated due to lack of active affiliation unless subsequently sponsored. 83 records are present but hidden in the EDIR UI. They are visible through iPlanet queries on IDMP-3. The EDIR Banner extract process is the primary source of people records with an initial state of A. However, the AUTHSERV Sponsor Account form can also restore previously purged records. Those restored records have an initial state of A and will be inactivated due to lack of active affiliation unless subsequently sponsored. 86 84 85 ===E State Records === 87 86 E state records are exempt from inactivation processing. Their state is changed from E to A by 88 87 the EDIR Banner Extract process once the record meets the normal extract criteria. A now obsoleted 89 AUTHSERV form was the only source of people records with an initial state of E. The current AUTHSERV 90 Sponsor Account form is now used to sponsor regular accounts as well as guest accounts making the 91 E state obsolete. 88 AUTHSERV form was the only source of people records with an initial state of E. The current AUTHSERV Sponsor Account form is now used to sponsor regular accounts as well as guest accounts making the E state obsolete. 92 89 93 90 ''NOTE:'' As of 1/8/2009, there were still 10 EDIR records with a state of E. 94 91 92 === S State Records === 95 93 S state records are also exempt from inactivation processing. State changes from S to A only when 96 94 sponsorship is revoked. The AUTHSERV Sponsor Account form is the only source of people records 97 95 with an initial state of S. 98 96 97 === Additional States === 99 98 There are additional LDAP_REG values that reflect alternate and transitional states for people 100 99 records. 101 100 102 ||= STATE =||= DESCRIPTION ||103 || I|| PEOPLE ENTITIES - INACTIVE RECORDS ||104 || B ||PEOPLE ENTITIES - BAD RECORDS ||105 || P ||ALL ENTITIES - PURGED RECORDS ||106 || N ||PEOPLE ENTITIES - FLAGGED FOR DIRECTORY RECORD CREATION ||107 || i|| PEOPLE ENTITIES - FLAGGED FOR INACTIVE PROCESSING ||108 || b ||PEOPLE ENTITIES - FLAGGED FOR BAD PROCESSING ||109 || p ||PEOPLE ENTITIES - FLAGGED FOR PURGE PROCESSING ||101 ||= STATE =||= DESCRIPTION =|| 102 || I || PEOPLE ENTITIES - INACTIVE RECORDS || 103 || B || PEOPLE ENTITIES - BAD RECORDS || 104 || P || ALL ENTITIES - PURGED RECORDS || 105 || N || PEOPLE ENTITIES - FLAGGED FOR DIRECTORY RECORD CREATION || 106 || i || PEOPLE ENTITIES - FLAGGED FOR INACTIVE PROCESSING || 107 || b || PEOPLE ENTITIES - FLAGGED FOR BAD PROCESSING || 108 || p || PEOPLE ENTITIES - FLAGGED FOR PURGE PROCESSING || 110 109 111 110 One step in the EDIR Banner Extract process flags people records with the transitional states of N … … 114 113 115 114 ''NOTE:'' The fact that the N state is upper case rather than lowercase is an unfortunate by-product of 116 how lifecycle processing developed for EDIR. 115 how lifecycle processing developed for EDIR. See [#point1 ''NOTE:'']. 117 116 118 117 The process of purging the directory of inactive and bad people records (see UPDT_process_purge) … … 120 119 state of p (purge), directory LDIF is generated and then state is changed to P (purged). 121 120 121 === X State Records === 122 122 There is one special people record state not previously mentioned - X (exclude). 123 123 124 == STATE DESCRIPTION == 125 126 === X FLAGGED FOR EXCLUSION FROM BATCH PROCESSING === 124 ||= STATE =||= DESCRIPTION =|| 125 || X || FLAGGED FOR EXCLUSION FROM BATCH PROCESSING || 127 126 128 127 The state X, which is a kludge that addressed a security/privacy issue that cropped up for one … … 135 134 WARNING: Place no reliance on state X without first investigating how it is currently used. 136 135 137 == = SAMPLE PEOPLE RECORD STATE FLOWS ===136 == SAMPLE PEOPLE RECORD STATE FLOWS == 138 137 139 === = Regular People Record ====138 === Regular People Record === 140 139 141 140 ** Example 1: Inactivating a record ** … … 165 164 * P after the record has been purged 166 165 }}} 167 === = Guest Records ====166 === Guest Records === 168 167 {{{ 169 168 * S when record is sponsored by AUTHSERV Sponsor Account form … … 181 180 * P after the record has been purged 182 181 }}} 183
