Content Archiving
This feature is currently in development and will be available soon.
A grasp of these concepts will help you understand this documentation better:
Introduction
Content Archiving provides a way to hide outdated items without permanently deleting them. This helps maintain a clean analytics environment while preserving access to historical content when needed.
High-level mechanism
Content Archiving is powered by Holistics's existing tagging system. This means you will use your existing tag (or create a new one) and designate it as archive tag.
Once a tag is marked as archived, the following happens to all objects associated with that tag:
- They will no longer show up on Reporting, and will instead appear on the Archives page. However:
- They remain visible in Development to preserve the file structure.
- Users can still include them from search results using the Show archived items toggle.
- An archive banner appears on the object, indicating its archived status.
- Dashboard auto-run is disabled and cannot be re-enabled.
- Data schedules and alerts running on archived dashboards are paused and cannot be resumed or newly created.
- Changes only apply after the code is pushed to production.
- Archived objects can still be edited as usual.
- Shareable links and embedded links of archived dashboards continue to work normally.
How-to
Configure an archive tag
As an admin, you can designate a tag as an archive tag in Admin Settings > Endorsement & Archive.
Archive an object
To archive an object, simply add the archive tag to this object.
Manage archived objects
Admins and analysts can manage all archived objects through a dedicated Archives page in Reporting.
Since the Archive feature is powered by the tagging system, you can also view all associated objects with the archive tag in the tags.aml file.
- On Reporting, dashboards can only be archived, unarchived, or deleted if Edit on Reporting settings is enabled.
- Otherwise, all changes — including for datasets and models — must be made in Development.
Unarchiving items
You can unarchive an object by removing the archive tag from it, or clicking the Unarchive button.
Unarchiving an item automatically shows it back to its original location and removes it from the Archive section. Then, all automated features (auto-run, schedules, alerts) become available again.
Deleting archived items
Deleting an archived item removes it completely from all locations in the application. This action is irreversible, so use with caution.
FAQs
1. I couldn’t find Archive feature in our account. How can we get access to it?
This feature is available exclusively on Holistics version 4.0 (since it’s powered by the tagging system). Please ensure you are using this version.
If not, you can migrate your Holistics instance to version 4.0
2. What would happen when I delete the archive tag?
When you delete the archive tag from the tags.aml file, it is permanently removed from your system. This leads to:
- All items that had this tag will lose both the tag itself and its archive status. All related functions such as data schedule and alert will resume to work normally.
- Your system will no longer have an active archive tag. To re-establish this function, you will need to designate another existing tag as archive.
3. What would happen when I rename an archive tag?
Renaming affects both the items tagged and the behavior tied to the archive tag:
Case 1: Renaming a tag → an archive tag:
Similar to merging tags:
- All items from the renamed tag will be reassigned to the archive tag.
- These items will now inherit the archive behavior
Case 2: Renaming an archive tag → any other name
This tag will no longer be the archive tag: All tagged items will be reassigned to the new name and will now lose the archive behavior.
To reassign a new Archive tag, see Configure an archive tag.
A tag cannot be both endorsed and archived. If the tag is already in one category, it cannot be reassigned to the other without removing the first role.