Case Archving with exposed properties not working in search
After configuring the case archiving of a case type in a test envirnonment I tried to search the cases using the values defined in some exposed properties (effectively defined in the db work table) but wasn't working. It seems like the only search I can do it's using the case Id, not usefull then.
Based on the documentation i read this "During archiving, only exposed properties are indexed by default." so i don't understand what is missing and
***Edited by Moderator Marije to add Case INC-B18501 tags***
Accepted Solution
Updated: 19 Nov 2024 9:35 EST
Pegasystems Inc.
GB
@MarinM13 the issue has been resolved by our team with the following closing details:
Based on results of searching using URL- https://docs-previous.pega.com/system-administration/86/reviewing-archived-case-data
Highlights of the ticket:
- the search is working with the work items with the case id’s and also with the exposed properties.
- So, when search the archived cases the search is working with the case id’s and not with the exposed properties.
- previously had trouble searching for non-archived cases, but now it seems to be working.
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Solution type description:
@MarinM13 the issue has been resolved by our team with the following closing details:
Based on results of searching using URL- https://docs-previous.pega.com/system-administration/86/reviewing-archived-case-data
Highlights of the ticket:
- the search is working with the work items with the case id’s and also with the exposed properties.
- So, when search the archived cases the search is working with the case id’s and not with the exposed properties.
- previously had trouble searching for non-archived cases, but now it seems to be working.
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Solution type description:
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Embedded Elasticsearch does not support retrieving properties from archival cases. As outlined in the documentation, it only stores a set of preconfigured properties, which cannot be modified. The full-text search capability is the only option available for archival data within embedded Elasticsearch. However, the documentation indicates that retrieving properties is possible with the Search and Reporting Service search engine.
For further details, please refer to the related documentation: [Search Engine Property Modes](https://docs.pega.com/bundle/platform-88/page/platform/search-engine/property-modes.html#d576231e244)
Pegasystems Inc.
GB
@MarinM13 To search for archived cases using exposed properties, you need to use the default Case Management search in the Case Manager portal. You can search for an exposed property of the archived case that you want to review, for example, the case ID. To improve your search results, enter search terms that correspond to the values of exposed properties. In the list of results, in the Include menu, select Archived work items only. If you're still having trouble, it's possible that there may be an issue with your search configuration or indexing. Please ensure that your exposed properties are correctly configured in your application and that your indexing is working properly.
--> If you need further help i suggest you log a support issue via msp.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Retrieving archived case data > Search using standard case management
Reporting on Rules > Reviewing exposed properties
Archived Case Search in 8.3 Cloud
Search doesn't work for case created by activity
@MarinM13 To search for archived cases using exposed properties, you need to use the default Case Management search in the Case Manager portal. You can search for an exposed property of the archived case that you want to review, for example, the case ID. To improve your search results, enter search terms that correspond to the values of exposed properties. In the list of results, in the Include menu, select Archived work items only. If you're still having trouble, it's possible that there may be an issue with your search configuration or indexing. Please ensure that your exposed properties are correctly configured in your application and that your indexing is working properly.
--> If you need further help i suggest you log a support issue via msp.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Retrieving archived case data > Search using standard case management
Reporting on Rules > Reviewing exposed properties
Archived Case Search in 8.3 Cloud
Search doesn't work for case created by activity
Need to retrieve the archived cases from the DB using Search functionality
@Chetan.Chaudhari could you provide any input?
Updated: 17 May 2024 4:10 EDT
Pegasystems Inc.
US
@MarinM13 any custom properties that are optimized should be indexed and searchable.
Please go to the search landing page and ensure that indexing has completed; ffor example, if you're using Elastic Search (and NOT SRS) does the custom index (archived data is indexed there) show correct status.
If indexing status is correct, please file an incident. We'll look at your app closely.
Pegasystems Inc.
GB
@MarinM13 please can you confirm that you logged INC-B18501 (Case Archving with exposed properties not working in search) for this question?
Reply SPA
IT
@MarijeSchillern I confirm that I opend an SR to try solve to problem. But at the moment it's still open and waiting for resolution.
Accepted Solution
Updated: 19 Nov 2024 9:35 EST
Pegasystems Inc.
GB
@MarinM13 the issue has been resolved by our team with the following closing details:
Based on results of searching using URL- https://docs-previous.pega.com/system-administration/86/reviewing-archived-case-data
Highlights of the ticket:
- the search is working with the work items with the case id’s and also with the exposed properties.
- So, when search the archived cases the search is working with the case id’s and not with the exposed properties.
- previously had trouble searching for non-archived cases, but now it seems to be working.
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Solution type description:
@MarinM13 the issue has been resolved by our team with the following closing details:
Based on results of searching using URL- https://docs-previous.pega.com/system-administration/86/reviewing-archived-case-data
Highlights of the ticket:
- the search is working with the work items with the case id’s and also with the exposed properties.
- So, when search the archived cases the search is working with the case id’s and not with the exposed properties.
- previously had trouble searching for non-archived cases, but now it seems to be working.
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Solution type description:
- Configures the declare indexes for the properties to enable searching on the archived cases.
- Perform the reindexing on all previously archived data.
Embedded Elasticsearch does not support retrieving properties from archival cases. As outlined in the documentation, it only stores a set of preconfigured properties, which cannot be modified. The full-text search capability is the only option available for archival data within embedded Elasticsearch. However, the documentation indicates that retrieving properties is possible with the Search and Reporting Service search engine.
For further details, please refer to the related documentation: [Search Engine Property Modes](https://docs.pega.com/bundle/platform-88/page/platform/search-engine/property-modes.html#d576231e244)