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PLAT-234038/Add-Use-Case-to-Data-Management-Guide [READY]
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help/landing/license-usage-and-guardrails/data-management-best-practices.md

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@@ -169,3 +169,99 @@ The following is a list of some recommended best practices that you can follow t
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* Configure [Experience Event expirations](../../catalog/datasets/user-guide.md#data-retention-policy) and [Pseudonymous Profile data expirations](../../profile/pseudonymous-profiles.md) for high-frequency data like web data.
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* Configure [Time-to-Live (TTL) retention policies for Experience Event datasets](../../catalog/datasets/experience-event-dataset-retention-ttl-guide.md) in the data lake to automatically remove outdated records and optimize storage usage in line with your license entitlements.
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* Periodically check the [Profile Composition Reports](#profile-store-composition-reports) to understand your Profile store composition. This allows you to understand the data sources contributing most to your license usage consumption.
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## Use case: License Usage Compliance
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### Why consider this use case
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By ensuring your compliance with **license usage provisions** for both data lake and Profile storage, you can confidently prevent overages, optimize costs, and align your data retention policies with your business requirements.
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### Prerequisites and planning
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Consider the following prerequisites in your planning process:
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* **Access and permissions**:
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* Ensure that you have the **Manage Datasets** permission to use Experience Event TTL.
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* Ensure that you have the **Manage Profile Settings** to use Pseudonymous Profile TTL.
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* **Understanding of data retention policy**:
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* Organizational policies regarding data retention and compliance
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* Business needs for data analytics and segmentation lookback windows
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### UI functionality, Experience Platform components, and Experience Cloud products that you will use
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To successfully implement this use case, you must use multiple areas of Adobe Experience Platform. Ensure you have the necessary attribute-based access control permissions for all these areas, or ask your system administrator to grant them.
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* License usage dashboard - View your current entitlement usage at the sandbox level.
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* Dataset management - Monitor and manage dataset-level retention policies.
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* Audiences (Real-Time Customer Profile) - Ensure segmentation rules look back window aligns with data retention windows.
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* Monitoring and alerts - Track updates and receive insights on dataset retention operations.
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### How to achieve the use case: Step-by-step instructions
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Read through the sections below, which include links to further documentation, to complete each of the steps in the high-level overview above.
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**Check your current license usage**
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First, navigate to the **license usage dashboard** and review your entitlement usage at the sandbox level.
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>[!BEGINTABS]
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>[!TAB Production sandbox]
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Use the [!UICONTROL Metrics] interface to view your license usage metrics. The interface displays information for your production sandbox by default.
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![The license usage dashboard UI displaying your license usage metrics for a production sandbox.](../images/data-management/prod-sandbox.png)
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>[!TAB Development sandbox]
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Select [!UICONTROL Development] to view license usage metrics related to your development sandboxes.
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![The license usage dashboard UI displaying your license usage metrics for development sandboxes.](../images/data-management/dev-sandbox.png)
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>[!ENDTABS]
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For more information, read the documentation on [using the license usage dashboard](../../dashboards/guides/license-usage.md).
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**Analyze dataset-level storage usage**
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Use the **Dataset browse view** to review your dataset usage metrics for both data lake and Real-Time Customer Profile. Select the column headers for either **[!UICONTROL Data Lake Storage]** or **[!UICONTROL Profile Storage]**, then select **[!UICONTROL Sort Descending]** from the pop up panel.
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>[!BEGINTABS]
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>[!TAB Data lake storage]
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Your datasets in data lake are sorted by storage size. Use this feature to identify the largest consumers of storage in data lake.
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![The datasets in data lake sorted from largest to smallest.](../images/data-management/data-lake-storage.png)
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>[!TAB Profile storage]
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Your datasets in Profile are sorted by storage size. Use this feature to identify the largest consumers of storage in Profile.
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![The datasets in Profile sorted from largest to smallest.](../images/data-management/profile-storage.png)
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>[!ENDTABS]
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**Evaluate and configure retention rule**
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Next, determine if your datasets have the appropriate retention policies based on license limits and business requirements for Analytics and Segmentation. To view a dataset's retention policy, select the ellipses (`...`) beside your dataset, then select **[!UICONTROL Set data retention policy]**.
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![The pop up panel with dataset options, including "Set data retention policy"](../images/data-management/set-retention-policy.png)
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The *[!UICONTROL Set dataset retention]* interface appears. Use this interface to configure a retention policy for your dataset. You can also use it to view how much storage space your dataset is consuming in either the data lake or Profile.
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![The "set dataset retention" interface.](../images/data-management/dataset-retention.png)
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You can further analyze the retention impact of your dataset using the impact forecaster. Select **[!UICONTROL View ExperienceEvent data distribution]** to view a chart that displays your retention window and the total percentage of storage that is set to expire.
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When finished, select **[!UICONTROL Save]**
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![The impact forecaster from within the dataset retention interface.](../images/data-management/impact-forecaster.png)
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**Validate retention changes**
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Once you have applied your retention policies, you can use the following tools to validate your changes:
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* [Dataset usage metrics](../../catalog/datasets/user-guide.md#enhanced-visibility-of-retention-periods-and-storage-metrics) in the dataset browse view.
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* The [monitoring dashboard](../../dataflows/ui/monitor.md) to view and analyze impact of retention.
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* The [license usage dashboard](../../dashboards/guides/license-usage.md) to view daily snapshots, predictive trends, and sandbox-level insights.

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