File Retention

Specify data retention policies in data files.

File retention allows you to automate data deletion requests from your customers. You can configure a rolling window to exclude files from data versions after a set amount of days, and optionally delete excluded files.

Set up file retention

For administrating tenants, we recommend you manually set the Automatic File Retention for each source in the source’s Settings room. In this workflow, the only retention type is Upload Time. The data files in this source are excluded based on file upload times. If selected, you can set the number of days after the Upload Time to exclude files from future data versions.

Note:

  • If the feature toggle is enabled, this workflow isn’t available.

  • When a tenant is disabled, the files will be retained if they are not excluded. If the files are excluded, they will be deleted after 30 days by default.

  1. In the global workspace, navigate to Data > Sources.
  2. Select a source from the list.
  3. Click Settings.
  4. Under Automatic File Retention, do the following:
    1. Select Enable Automatic Exclusion.
    2. In Exclude files older than (days), type an integer. This is the number of days after the file was uploaded to exclude the file. For example, if you type 365, the file is excluded from future data versions 365 days after the file was uploaded.
    3. Optional: If you want the source files to be deleted after they are excluded, select Delete excluded files. Visier deletes files from our systems approximately twice per week.

      Warning: Deleting the excluded files is permanent and cannot be reversed. We don't recommend selecting Delete excluded files when setting up file retention for the first time. After you set up file retention, validate that the expected files are excluded and then select Delete excluded files, if desired.

  5. Repeat step 4 for each source that you want to set up file retention.
  6. When finished, click Save.