Live publish for 10 July 2024.

Author: bishalgoswami

powerapps-docs/developer/data-platform/long-term-retention.md

@@ -1,7 +1,7 @@
 ---
 title: Long-term data retention
 description: Learn how to use retention policies to transfer data from your Microsoft Dataverse transactional database to a managed data lake for cost-efficient long-term storage.
-ms.date: 04/02/2024
+ms.date: 06/27/2024
 ms.topic: how-to
 author: pnghub
 ms.author: gned
@@ -18,6 +18,26 @@ ms.custom: bap-template
 
 > [!IMPORTANT]
 > To use all long term data retention features you must meet both of the requirements described here: [Dataverse long term data retention overview](../../maker/data-platform/data-retention-overview.md#dataverse-long-term-data-retention-overview).
+
+
+## Retrieve retained data
+
+You can retrieve data that has been retained using FetchXml and [QueryExpression ](/dotnet/api/microsoft.xrm.sdk.query.queryexpression).
+
+With FetchXml, set the [fetch element](fetchxml/reference/fetch.md) `datasource` attribute value to `"retained"`.
+
+```xml
+<fetch datasource="retained">
+   <entity name="account">
+      <attribute name="accountId" />
+   </entity>
+</fetch>
+```
+
+With [QueryExpression ](/dotnet/api/microsoft.xrm.sdk.query.queryexpression), set the [QueryExpression.DataSource property](/dotnet/api/microsoft.xrm.sdk.query.queryexpression.datasource) to `retained`.
+
+> [!NOTE]
+> There is currently no way to retrieve retained data using [Dataverse Web API](webapi/query-data-web-api.md).
   
 ## Set up a retention policy
 
@@ -37,7 +57,7 @@ public void CreateRetentionConfig(IOrganizationService orgService)
     retentionConfig["uniquename"] = "ui_RetainAllClosedOpportunities";
     retentionConfig["statecode"] = new OptionSetValue(0);
     retentionConfig["statuscode"] = new OptionSetValue(10);
-    retentionConfig["criteria"] = "<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"false\"> " +
+    retentionConfig["criteria"] = "<fetch> " +
         "<entity name=\"opportunity\"> " +
             "<attribute name=\"name\" /> " +
             "<attribute name=\"statecode\" />" +
@@ -88,7 +108,7 @@ Accept: application/json
  "uniquename": "ui_RetainAllClosedOpportunities",
  "statuscode": 10,
  "criteria": 
-      "<fetch version=\"1.0\" output-format=\"xml-platform\" mapping=\"logical\" distinct=\"false\">
+      "<fetch>
           <entity name=\"opportunity\">
               <attribute name=\"name\" />
               <attribute name=\"statecode\" />
@@ -302,7 +322,7 @@ This code sample shows a simple query to return all active retention policies fo
 public EntityCollection GetActivePolicies(IOrganizationService orgService)
 {
     string fetchXml = @"
-    <fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>
+    <fetch>
       <entity name='retentionconfig'>
         <attribute name='retentionconfigid' />
         <attribute name='name' />
@@ -342,7 +362,7 @@ public EntityCollection GetActivePolicies(IOrganizationService orgService)
 This code sample illustrates using a FetchXML statement to retrieve all paused retention policies for an email.  
 
 ```xml  
-<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
+<fetch>
   <entity name="retentionconfig">
     <attribute name="retentionconfigid" />
     <attribute name="name" />
@@ -363,7 +383,7 @@ This code sample illustrates using a FetchXML statement to retrieve all paused r
 This code sample shows how to use a FetchXML statement to retrieve all retention operations for a retention policy.
 
 ```xml  
-<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
+<fetch>
   <entity name="retentionoperation">
     <attribute name="retentionoperationid" />
     <attribute name="name" />
@@ -375,7 +395,10 @@ This code sample shows how to use a FetchXML statement to retrieve all retention
     <attribute name="criteria" />
     <order attribute="name" descending="false" />
     <filter type="and">
-      <condition attribute="retentionconfigid" operator="eq" uiname="All closed opportunities" uitype="retentionconfig" value="{35CC1317-20B7-4F4F-829D-5D9D5D77F763}" />
+      <condition 
+         attribute="retentionconfigid" 
+         operator="eq" 
+         value="{35CC1317-20B7-4F4F-829D-5D9D5D77F763}" />
     </filter>
   </entity>
 </fetch>
@@ -384,7 +407,7 @@ This code sample shows how to use a FetchXML statement to retrieve all retention
 This code sample shows a FetchXML statement that retrieves details for a retention operation.
 
 ```xml  
-<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
+<fetch>
   <entity name="retentionoperationdetail">
     <attribute name="retentionoperationdetailid" />
     <attribute name="name" />
@@ -396,7 +419,7 @@ This code sample shows a FetchXML statement that retrieves details for a retenti
     <attribute name="entitylogicalname" />
     <order attribute="name" descending="false" />
     <filter type="and">
-      <condition attribute="retentionoperationid" operator="eq"  uitype="retentionoperation" value="{35CC1317-20B7-4F4F-829D-5D9D5D77F763}"/>
+      <condition attribute="retentionoperationid" operator="eq" value="{35CC1317-20B7-4F4F-829D-5D9D5D77F763}"/>
     </filter>
   </entity>
 </fetch>
@@ -405,7 +428,7 @@ This code sample shows a FetchXML statement that retrieves details for a retenti
 This code sample illustrates the FetchXML statement that retrieves details about a failure that occurred during a retention operation.
 
 ```xml
-<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
+<fetch>
   <entity name="retentionfailuredetail">
     <attribute name="retentionfailuredetailid" />
     <attribute name="name" />

powerapps-docs/maker/data-platform/data-retention-view.md

@@ -34,34 +34,24 @@ For more information about creating and editing Dataverse security roles, go to
 1. Open the view you want. From the view, select **Edit filters**.
 1. Select **Change to retained data**.
    :::image type="content" source="media/data-retention-advanced-find.png" alt-text="Select change to retained data on the edit filter pane.":::
+   
+   > [!NOTE]
+   > This changes the [fetch element](../../developer/data-platform/fetchxml/reference/fetch.md) `datasource` attribute value to `"retained"`.
+
 1. Select the tables and search filters you want, and then select **Apply**. The retained data is displayed in the read-only grid.
    :::image type="content" source="media/data-retention-advanced-find-results.png" alt-text="Advanced find query results displaying retained case records":::
 If you need to retrieve long term data from multiple related tables, such as the account table, which has an associated retained case table, first use advanced find retrieve the retained case row. Then use the `Casenumber` column and use advanced find to retrieve the account row that contains the case number.
 
 More information: [Advanced find in model-driven apps](../../user/advanced-find.md)
 
-## View retained data using using FetchXml
-In order to fetch the retained data for a table, specify the `datasource="retained"` in the FetchXml.
-
-Example:
-```xml
-<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="true" no-lock="false" datasource="retained">
-	<entity name="opportunity">
-		<attribute name="opportunityid"></attribute>
-	</entity>
-</fetch>
-```
-
-More information: [Use FetchXml to retrieve data](/power-apps/developer/data-platform/fetchxml/retrieve-data?tabs=sdk)
-
 ## View retained data using a flow
 
 Create a Power Automate cloud flow to create an Excel file of the retained data from a FetchXML query and send as an email attachment. More information: [Create a cloud flow to view Dataverse long term retained data](/power-automate/dataverse/data-retention-flow)
 
 > [!NOTE]
 > If the retained data includes attachments from the annotation table, the returned value is a base64 representation of the file. Large files might cause the cloud flow action to [time-out](/power-automate/limits-and-config#timeout) or to exceed its output [message size limit](/power-automate/limits-and-config#message-size).
 >
-> To workaround this behavior, use the Web API to perform the export action [ExportRetainedData](/power-apps/developer/data-platform/webapi/reference/exportretaineddata?view=dataverse-latest&preserve-view=true) using Azure Functions or other custom development options.
+> To workaround this behavior, use the `ExportRetainedData` message Web API to [ExportRetainedData action](/power-apps/developer/data-platform/webapi/reference/exportretaineddata) or SDK for .NET using Azure Functions or other custom development options.
 
 ## Limitations for retrieval of retained data