Configuring Bulk Action Settings

The bulk actions settings in the Archer Control Panel allow you to control how many records users are allowed to individually select for bulk actions as well as how the system processes bulk actions.

Configure bulk action settings

  1. On the General tab, go to the Bulk Action Settings section.

    1. Open the Archer Control Panel.
    2. Go to Instance Management and select All Instances.
    3. Select the instance.
    4. On the General tab, go to the Bulk Action Settings section.
  2. In the Individual Record Selection Limit field, set the maximum number of records returned by a search that users can individually select for on-demand bulk actions. Beyond this limit, users can only apply bulk actions to the entire set of search results.

    The minimum value is 0, the maximum value is 10,000, and the default value is 1,000.

    Note: The search is re-run at job processing time and the bulk action is applied to that set of search results.

  3. Do the following:
    1. In the Max Jobs field, set the maximum number of jobs that you want the system to use to process any single bulk action request.

      2. The minimum value is 1, the maximum value is 10, and the default value is 5.

    2. In the Min Batch Size field, set the minimum batch size that will be processed.

      3. The minimum value is 1, the maximum value is 10,000, and the default value is 1,000.

      The following examples show how the Max Jobs and Min Batch Size fields work together. The system takes the total number of records to be processed (records returned in a search result or selected by the user) and divides that number by the Min Batch Size to get a number of jobs required. For example:

      • 2500 records to be processed / Min Batch Size of 500 = 5 jobs required.

      If the Max Jobs value is less than the number of jobs required, the system reallocates the total number of records across the max number of jobs. For example:

      • If Max Jobs = 2, then Max Jobs (2) < jobs required (5). The system divides the records to be processed (2500) across Max Jobs (2).
        Result = 2 jobs of 1250 records

      If the Max Jobs value is greater than the number of jobs required, the system just runs the required number of jobs. For example:

      • If Max Jobs = 10, then Max Jobs (10) > jobs required (5). The system just runs the jobs required (5).
        Result = 5 jobs of 500 records.

      If the Max Jobs value equals the number of jobs required, the system runs that number of jobs.

      As an example, the following table shows the effect of different Max Jobs and Min Batch Size settings on a search result of 2000 records.

      Min Batch Size (right)
      Max Jobs (below)

      200

      500

      1000

      2500

      2

      2 jobs of 1000 records each

      2 jobs of 1000 records each

      2 jobs of 1000 records

      1 job of 2000 records

      5

      5 jobs of 400 records each

      4 jobs of 500 records each

      2 jobs of 1000 records

      1 job of 2000 records

      10

      10 jobs of 200 records each

      4 jobs of 500 records each

      2 jobs of 1000 records

      1 job of 2000 records

      20

      10 jobs of 200 records each

      4 jobs of 500 records each

      2 jobs of 1000 records

      1 job of 2000 records

  4. On the toolbar, click Save.