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Planview Customer Success Center

Knowledge management clean-up issue

 

  1.  When archiving an engagement/project, what happens with the Knowledge Assets associated with that engagement / project?
  2.  If a resource has a Knowledge Item attached to their profile (i.e. resume), what happens with the knowledge asset when the resource is terminated?
  3.  How do we HARD delete a Knowledge Asset? (Is the KMAttachment.Deleted field still being used as a soft delete?)
  4.  What’s Changepoint recommendation to avoid overloading the DB with big files?
  5.  Does the Attachments table get archived?

  1. It gets moved to the archived instance
  2. The knowledge item would stay there even though the resource is terminated.
  3. The only way to hard delete an item would be doing it via the database. There is no UI to hard-delete anything.
  4.  Archiving would take care of some of it (not resource-related KMs), and some customers have custom utilities that they run to physically delete files. Or in some cases, they just point the  knowledge item to a location such as a shared drive, Sharepoint or ftp site, versus physically saving the item in the database.
  5. Yes, it will be archived along with engagement/project