Question
John Deere
IN
Last activity: 20 Oct 2023 5:09 EDT
Archive Data-WorkAttach-Note
How to archive Data-WorkAttach-Note instance? Notes are getting attached as part of attachment. But after case archival not seeing any data in note attachment.
Updated: 4 Oct 2023 8:31 EDT
Pegasystems Inc.
GB
John Deere
IN
@MarijeSchillern the below steps I followed.
1. Case is open I have post note and it is attached as attachment to the case.
2. I resolved case and archived.
3. I am able to see case got archived. I open case and trying to opening notes from attachment in case.
4. I am seeing pop window saying "operation completed successfully". But content not there in notes.
Hope you got my point.
Thanks
Updated: 12 Oct 2023 7:20 EDT
Pegasystems Inc.
GB
@KanchanC8890 I will need to enlist the help of an SME for this.
Please can you confirm whether or not your 8.7 deployment is on Cloud or On-Premise?
We stopped supporting Purge and Archive Wizard for Pega Cloud from 8.6 and for on-premise clients and cloud-choice clients from 8.8. We advised the on-premise clients and cloud-choice clients to start using Case Archival feature (the new archival functionality) from 8.7.
@Chetan.Chaudhari is this something you could answer?
I wasn't able to find any documentation relating to Data-WorkAttach-Note archiving.
Please let us know viewing 'Notes' from attachments is a supported feature and the user needs to log a support incident on the MSP...
John Deere
IN
@MarijeSchillern This is I am trying in real time application.
Pega version is 8.7. If you need I can share screen shot with you.
I also tried to find some documentation I was unable to find it out.
It would be great if you can help me.
Thanks.
Pegasystems Inc.
GB
@KanchanC8890 I believe I provided all the available documentation in my earlier responses.
If you are still struggling and there is no further help from our forum community then please log a support incident via the MSP so that your issue can be investigated by our support team.
John Deere
IN
@MarijeSchillern Okay . I need to raise ticket.
Pegasystems Inc.
GB
@KanchanC8890 please provide the INC reference here so that I can help track it.
@KanchanC8890 How are you viewing the archived cases? These will not be automatically visible on the UI even if you have run D_pzArchivedCaseAttachments and D_pzArchivedCaseFeed to see data is available.
You may want to double-check how the "pyreviewarchivedcase" harness and "pyArchivedCaseAssets" section (this section is sourced by this data page: D_pzArchivedCaseAttachments) are configured.
1.If we save the attachment in Pega Database and then we archived and purged the case, then we are able to download the attachment even the data relations (Case -> Link-Attachment -> Data-WorkAttach) are deleted from primary db. In this case pzDownloadArchivedFile is getting called and it is able to download the file from secondary storage.
2.If we store the attachment in Repository (like cloudstorage) and then archived the case but did not purge it and try to download the attachment then it is able to download . In this case GetAttachmentReference activity is called . And data relationship for attachment (data relation (Case -> Link-Attachment -> Data-WorkAttach) is available in primary DB. But if we purge the case after archival then it is not able to download the attachment - you would get an exception in GetAttachmentReference activity itself. This is because after purging data relation is not available in primary DB but it is still trying to get it using Obj-Open-By-Handle.
@KanchanC8890 How are you viewing the archived cases? These will not be automatically visible on the UI even if you have run D_pzArchivedCaseAttachments and D_pzArchivedCaseFeed to see data is available.
You may want to double-check how the "pyreviewarchivedcase" harness and "pyArchivedCaseAssets" section (this section is sourced by this data page: D_pzArchivedCaseAttachments) are configured.
1.If we save the attachment in Pega Database and then we archived and purged the case, then we are able to download the attachment even the data relations (Case -> Link-Attachment -> Data-WorkAttach) are deleted from primary db. In this case pzDownloadArchivedFile is getting called and it is able to download the file from secondary storage.
2.If we store the attachment in Repository (like cloudstorage) and then archived the case but did not purge it and try to download the attachment then it is able to download . In this case GetAttachmentReference activity is called . And data relationship for attachment (data relation (Case -> Link-Attachment -> Data-WorkAttach) is available in primary DB. But if we purge the case after archival then it is not able to download the attachment - you would get an exception in GetAttachmentReference activity itself. This is because after purging data relation is not available in primary DB but it is still trying to get it using Obj-Open-By-Handle.
The issue may be down to the method used in reviewing the archived case. The archival process itself does not have an issue archiving Attachments and Notes.
The main documentation for Pega 8.7 can be found here:
The case archiving process
Retrieving archived case data
Also see
Archival Case support in Theme Cosmos
How to implement/customize archival cases in application layer built on theme cosmos
If you need further help I suggest that you open a support incident via the MSP.