Strategy Article for Deleting Assets in ADM

Removing Assets from Eloqua – Recommendations #

Key features for Asset Dependency Manager #

  1. Identify or View dependencies of Eloqua Assets
  2. Export dependencies report of Eloqua Assets
  3. Remove dependencies from Eloqua Assets
  4. Replace dependencies from an Eloqua Asset to another
  5. Deleting Assets by clearing out the dependencies
  6. Cruise Control for clearing or deleting dependencies

Best Practices and Recommendations #

This section provides recommendations on how to proceed with cleaning up your Eloqua instance by considering the types of dependencies that the Eloqua assets can possess and the complexity of clearing out the dependencies.

As a framework to remove dependencies so that assets can be deleted from your Eloqua instance, dependencies get removed by dependent asset type. For example, if you remove dependencies for Contact Fields, these dependencies can exist in Segments, Contact Views, Campaigns, BULK Import/Export definitions, etc. The table below recommends that you remove the dependencies of Contact Fields from Bulk Import/Export definitions, then Contact Views, then Segments/Shared Filters, etc.

Execution OrderAsset Type To Remove From EloquaAsset Type To Remove Dependencies FromRecommendation Reasons
1ProgramsForm Processing Steps
Programs
Campaigns
In an Eloqua instance Programs have the least types of dependencies. They usually appear in Form Processing Steps, Programs, and other Campaigns. Having the least type of dependencies makes it easier to remove dependencies.


Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
2CampaignsForm Processing Steps
Programs
Campaigns
In an Eloqua instance, Campaigns have the least types of dependencies. They usually appear in Segments, Form Processing Steps, Programs, and other Campaigns. Having the least type of dependencies makes it easier to remove dependencies.


Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
3Contact SegmentsPrograms
Campaigns
It is likely that an Eloqua instance will have Segments that are usually not used in other assets such as Campaigns and Programs. These asset types can grow over time and are a good qualifier to be removed.


Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
4Shared FiltersContact Segments
Programs
Campaigns
Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
5EmailsForms
Segments
Campaigns
The order for removing Email dependencies is based on the path of least resistance. Updating Forms to remove Email dependencies is least likely to run into any validation rules.


Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
6FormsSegments
Shared Filters
Landing Pages
Campaigns
Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
7Landing PagesForms
Segments
Shared Filters
Programs
Campaigns
The order for removing Landing Page dependencies is based on the path of least resistance. Updating Forms to remove Landing Page dependencies is least likely to run into any validation rules.


Dependencies in Campaigns should be the last type to be cleared because of challenges with processing completed Campaigns.
8Contact FieldsBulk Imports / ExportsAn Eloqua instance will have the highest number of dependencies for Contact Fields and should be the last asset type to be cleared. For clearing dependencies for Contact Fields portQii has found that Bulk Import/Export definitions take up over 70% of the dependencies.


The order of operation here follows the path of least resistance thought process.
Dependencies in Campaigns should be the last type to be cleared because of challenge with processing completed Campaigns.
9Pick ListsSegment
Contact Field
Recommended Reasons: Most of the dependencies should have been deleted if the recommended execution order is followed

Identification criteria for assets to be removed from Oracle Eloqua #

The below outlines the benchmark recommendations based on Oracle Eloqua data retention policy. However, this recommendation should be evaluated for each instance to ensure that it does not have a negative impact to the use of an Oracle Eloqua’s specific instance.

Campaigns #

Qualification Analysis
* Completed campaigns with an end date of more than 25 months
* Campaigns with no responses
How To
Execute a Campaign Analysis report ensuring that the Eloqua Campaign ID and Campaign Name are exported from Insight. Use the CSV export to create packages within Asset Dependency Manager.

Refer to the following images:
Screenshot 1:


Screenshot 2:


Enter the following Expression in the Expression text box: TIMESTAMPADD(SQL_TSI_MONTH, -25, CURRENT_DATE)

 Contact Segments #

Qualification Analysis

* Segments are only used in Campaigns with an end date of more than 25 months
* Segments “last accessed” in last 25 months
* Segment “last calculated” in last 25 months
How To:
Execute a script that extracts the dependencies for each segment. Filter the dependencies to identify the Campaigns in which the dependencies appear in and match with the above qualification analysis for Campaigns.

Emails #

Qualification Analysis
* Emails with “no activity” (send/open/click through) with the last 25 months
How To
Combine Email Open, Email Send, Email Click through report where the Activity date for each of these reports is less than or equal to TIMESTAMPADD(SQL_TSI_MONTH, -25, CURRENT_DATE).

Below is a sample configuration of an Email Open report that can be replicated across the other Email Activity Types.

Forms #

Qualification Analysis
* Forms with “no submissions” with the last 25 months
How To
Extract a list of all form assets (through PortQii Workbench).  Exclude all forms returned in the below Insight report from the list returned from PortQii Workbench.

Landing Pages #

Qualification Analysis
* No page visits with the last 25 months (Primary Condition)
* Only included in Campaigns older than 25 months
* Only included in Emails older than 25 months
How To
Extract a list of all landing page assets (through PortQii Workbench).

Exclude all returned landing-pages in the below Insight report from the list returned from PortQii Workbench

NOTE: PortQii Workbench is a free application that is capable of extracting a full list of assets from an Eloqua instance.

Picklist #

Qualification Analysis
* Picklists with no dependencies in Eloqua
How To
Extract list of Picklist using PortQii Workbench. Use the list to run a custom script that calls the dependencies endpoint for each Picklist ID returned to check if dependencies exist for that Picklist.

NOTE: PortQii Workbench is a free application that is capable of extracting a full list of assets from an Eloqua instance.