Question
Archiving Case Attachments from Amazon S3 repository
Hi,
I have a question regarding OOTB purging/archiving wizard.
Let's assume the application has been configured to store all case attachments in Amazon s3 bucket and not in Pega DB as Table data.
As per my knowledge, the archival wizard will take care of the case attachments automatically , if attachments are stored inside Pega DB.
When we will be running OOTB Purge/Archive wizard, will the attachments also be auto archived by the wizard , if attachments are stored in S3 repository ? Or we have to do some extra steps.
Accepted Solution
Updated: 28 Feb 2023 11:54 EST
Pegasystems Inc.
GB
@DEVJYOTI please have a look at the information provided in How to access Pega cloud storage after Archive and Purge the Pega cloud application case types data.
Question: How are attachments handled for archived cases? Some applications have attachments in DB, others have it inS3 and few have it in DB + S3. Can the attachments be opened from an archived case?
Answer: We do archive attachments present in DB, and only the metadata about attachment is archived in case of pegacloudfilestorage/external/S3 attachments. If the attachment is already in pegacloudfilestorage/S3, it will remain there. The archived case would be able to continue to refer to it. Archived data is in S3, and pegacloudfilestorage also uses S3, so there’s no reason to move an attachment that’s already in pegacloudfilestorage. If an attachment is shared between two cases and both cases are not archived, the shared attachment won’t be archived. Attachment gets shared internally when Pega detects that two/more cases have the same file attached. All the types of attachments can be downloaded (DB, S3, shared/not-shared) after archival when you open an archived case for review.
@DEVJYOTI please have a look at the information provided in How to access Pega cloud storage after Archive and Purge the Pega cloud application case types data.
Question: How are attachments handled for archived cases? Some applications have attachments in DB, others have it inS3 and few have it in DB + S3. Can the attachments be opened from an archived case?
Answer: We do archive attachments present in DB, and only the metadata about attachment is archived in case of pegacloudfilestorage/external/S3 attachments. If the attachment is already in pegacloudfilestorage/S3, it will remain there. The archived case would be able to continue to refer to it. Archived data is in S3, and pegacloudfilestorage also uses S3, so there’s no reason to move an attachment that’s already in pegacloudfilestorage. If an attachment is shared between two cases and both cases are not archived, the shared attachment won’t be archived. Attachment gets shared internally when Pega detects that two/more cases have the same file attached. All the types of attachments can be downloaded (DB, S3, shared/not-shared) after archival when you open an archived case for review.
Regarding performance, this link is worth checking too: Improving performance by archiving cases
Bits in Glass
IN
@DEVJYOTI This below link also refers to the purging of attachments from external system but CMIS. As Repository also works in similar way, we would need to handle the archival process seperately.
https://support.pega.com/question/purge-cases-attachments-external-storage
Another reference for atachment archival in cloud storage
https://support.pega.com/question/purgearchive-and-files-cloud-storage
Accepted Solution
Updated: 28 Feb 2023 11:54 EST
Pegasystems Inc.
GB
@DEVJYOTI please have a look at the information provided in How to access Pega cloud storage after Archive and Purge the Pega cloud application case types data.
Question: How are attachments handled for archived cases? Some applications have attachments in DB, others have it inS3 and few have it in DB + S3. Can the attachments be opened from an archived case?
Answer: We do archive attachments present in DB, and only the metadata about attachment is archived in case of pegacloudfilestorage/external/S3 attachments. If the attachment is already in pegacloudfilestorage/S3, it will remain there. The archived case would be able to continue to refer to it. Archived data is in S3, and pegacloudfilestorage also uses S3, so there’s no reason to move an attachment that’s already in pegacloudfilestorage. If an attachment is shared between two cases and both cases are not archived, the shared attachment won’t be archived. Attachment gets shared internally when Pega detects that two/more cases have the same file attached. All the types of attachments can be downloaded (DB, S3, shared/not-shared) after archival when you open an archived case for review.
@DEVJYOTI please have a look at the information provided in How to access Pega cloud storage after Archive and Purge the Pega cloud application case types data.
Question: How are attachments handled for archived cases? Some applications have attachments in DB, others have it inS3 and few have it in DB + S3. Can the attachments be opened from an archived case?
Answer: We do archive attachments present in DB, and only the metadata about attachment is archived in case of pegacloudfilestorage/external/S3 attachments. If the attachment is already in pegacloudfilestorage/S3, it will remain there. The archived case would be able to continue to refer to it. Archived data is in S3, and pegacloudfilestorage also uses S3, so there’s no reason to move an attachment that’s already in pegacloudfilestorage. If an attachment is shared between two cases and both cases are not archived, the shared attachment won’t be archived. Attachment gets shared internally when Pega detects that two/more cases have the same file attached. All the types of attachments can be downloaded (DB, S3, shared/not-shared) after archival when you open an archived case for review.
Regarding performance, this link is worth checking too: Improving performance by archiving cases
HMRC
GB
@MarijeSchillern - Per your explanation , I understand that if the attachment is on the cloud repository it will not be deleted. While the archive logically should not clean up the attachment from the repository since we can query on archived cases , does that happen when the expunger job runs? Or will that document/file remain orphaned out in the repository even after the expunger has deleted all traces of the case? What is the behaviour in that case?
Also is there any extension point provided by Pega to write our own logic if we wanted to delete the files when we are archiving or expunging the cases ?
Thanks and regards,
Samiran.