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Kept Instances Best Practice

Former Member
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Hi.

I have been searching for any best practices for number of instances to keep of a scheduled report but haven't found any.

So my question, being new to the administration scheduling reports, is there a best practice/general rule for keeping a number of instances or is it typically left to the business to decide how many they wish to hold on to.

Thanks.

Accepted Solutions (1)

Accepted Solutions (1)

former_member182521
Active Contributor
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Have you got any chance to check my blog here

Yes. Instance management is purely based on the business need. You can manage instances based on Number of Instances / User group / Number of Days

                  

Consider these scenarios

- There is no meaning to set 30 days limit for folder that holds reports running quarterly. You will end up with no history.

- Setting limit for just 10 in numbers for folder which contains reports ran thrice (Morning, Noon & Evening) will holds data for just 3 days. You need to have a much bigger number.

Think on these lines and set the limits for Folders accordingly. It is not necessary to set same limit across multiple folders.

Thanks

Mani

Former Member
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Thank you Manikandan.

Answers (1)

Answers (1)

former_member185603
Active Contributor
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Threre is no specific number. it all depends on the business.

Generally daily reports - 31, weekly 53, monthly 13 like that.

Former Member
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Thanks for the fast reply.

That does help, I should have detailed the environment a little more.

Primarily the reports are scheduled daily with some weekly and others on demand.

To be clear, ~30-40 reports for daily schedules  Jawahar?

Thank you.

DellSC
Active Contributor
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Some of this is also dependent on the regulatory requirements of your business.  I worked for a financial institution where we had to keep some reports for 7 years.  In that case, a report archive solution is a "must have" - I wrote my own with the SDK, but I think there is one available from APOS as well.

Be sure to talk with your users about what their regulatory requirements are before just arbitrarily setting limits.

-Dell

former_member185603
Active Contributor
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As i mentioned abive, it all depends on how your business wants to keep number of instances. If there is no requirement from your business, i would suggest to keep in that line.

And also keeping more instances wihout cleanup, will also increase the file store space.

Former Member
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Thanks Dell. 

We're a private company without much/any regulatory concerns as a financial institution would require.

Former Member
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Yes, that's a concern I have is the store space.

We're looking at an Explorer Indexing issue and aiming for a install repair.  We're estimating a CMS backup will be 10 hours by the external support which I'm guessing is due to the volume of instances kept (~40 each of daily reports).  It seems high to me.

The instances are in line with your info Jawahar.

Thank you.