SAP Knowledge Base Article - Public

2283947 - Exporting historical form, employee profile and file attachment data

Symptom

We are looking at cancelling our SF account and I'd like to know, how do we export or otherwise save:

  • all of our historical performance reviews
  • all of the files stored under "Profile" which include word documents; and excel documents.

Environment

  • Performance Management
  • Platform

Reproducing the Issue

Request to archive all form template data, employee profile information, and miscellaneous attachments (.doc, htm, .pdf, .txt, .ppt, .xls, .gif, .png, .jpg, .jpeg, .rtf, .bmp, .xlsx, .docx, .pptx)

Cause

When ending contract, how to archive all form template data, employee profile information, and miscellaneous attachments (.doc, htm, .pdf, .txt, .ppt, .xls, .gif, .png, .jpg, .jpeg, .rtf, .bmp, .xlsx, .docx, .pptx)

Resolution

To export all historical files from your SuccessFactors site, you need to consider your form template, employee/scorecard profile, and file attachments

Archiving form and employee profile information (for more details, check the KBA 2087337):

  • Admin Center-->Analytics/Reporting-->Classic Reporting-->Archive & Print
  • Create New Document Archive (form template) or Scorecard/Profile Archive

Exporting file attachments:

  • for more information, go to the KBA 2087423.

See Also

2087337 - Archive and Print: How to Create an Archive, Retrieve an Archive, Print Documents - BizX Platform
2087423 - Attachment Support File Storage - BizX Platform

Keywords

ending contract, archiving all data , KBA , LOD-SF-PM , Performance Management , How To

Product

SAP SuccessFactors HCM Core 1511