How to access Pega cloud storage after Archive and Purge the Pega cloud application case types data.
Our application is running on Pega cloud PRPC 8.5.2. We would like to utilize Pega offered cloud archival solution, as per documentation seems pyPegaArchiver extracts information and copies into Pega cloud file storage.
We wanted to know the following before proceeding with the approach.
1) How can we access pega cloud file storage, does it require to be purchased separately and is their any limitation for the same ?
2) How to access the work objects from Pega cloud file storage to show in review mode or to capture details in report definition or for the use of audit purpose ?
3) Did any one used this OOTB solution?
Please provide your suggestions and feedback.
Thanks, Sri
Accepted Solution
Updated: 24 May 2022 10:27 EDT
Pegasystems Inc.
GB
@IsraelU1 @SriK3119 Here is some more information for you:
Question: Can archived cases be reported on?
Answer: We advice clients to archive only those cases that would be required rarely, either if an audit were to occur, ora end-user were to come back. Archived cases would be in secondary storage and would not offer a normal access. These are old cases that have not been worked on after they were resolved for many months/years. . If clients need to perform a normal access like reporting, then they should not archive those cases. A business user would rarely care about metrics for cases closed several years/months earlier. In case a business user needs to compare latest metrics with older metrics, then reports should be run on historic data before archival, and saved for reference later.
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?
@IsraelU1 @SriK3119 Here is some more information for you:
Question: Can archived cases be reported on?
Answer: We advice clients to archive only those cases that would be required rarely, either if an audit were to occur, ora end-user were to come back. Archived cases would be in secondary storage and would not offer a normal access. These are old cases that have not been worked on after they were resolved for many months/years. . If clients need to perform a normal access like reporting, then they should not archive those cases. A business user would rarely care about metrics for cases closed several years/months earlier. In case a business user needs to compare latest metrics with older metrics, then reports should be run on historic data before archival, and saved for reference later.
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
Iris Global Soluciones
ES
@SriK3119 Did you get answers to your questions? I would be nice if you share them as we are in the same scenario.
Regards,
Israel
Pegasystems Inc.
GB
@SriK3119and @IsraelU1 do these articles Using Pega Cloud File Storage, Case archiving and purging overview, and Reviewing archived case data help answer your question?
Regarding questions about cost, please could you contact your Pega AE for these types of details?
Iris Global Soluciones
ES
Iris Global Soluciones
ES
@IsraelU1 Hi Marije,
I have gone through the provided PDN documentation. So far i have been able to run archive/purge process for a case hierarchy with a top case and a few child cases, all the case instances have been archived and purged but when i review an archived case instances i cannot see the documents attached to the case. According to Archive/Purge documentation Link-Attachments and Data-WorkAttach instances should also be archived.
Is this correct? I mean, Do Link-Attchment and Data-WorkAttach instances get archived in zip file in s3 pegacloudfilestorage repository? If so, How can i retrieve them from archive file?
I´d appreciated some help on this as i am stuck.
Regards,
Israel
Pegasystems Inc.
GB
@IsraelU1 this is not my area of expertise, and I couldn't find a definitive answer.
Did you already carry out an attachment migration from Pega database storage to a repository?
Do the respective DATA-Work-Attach-File instances exist for these respective cases from Link-Attachment? This would prevent the wizard to migrate.
Maybe also worth checking the article Adding an S3 repository
Are you running into any actual on-screen errors? If so, you might be running into this issue, fixed in 8.5.3.
You could try to troubleshoot if you can replicate this consistently:
Please launch the Attachment Migration Wizard. Open Clipboard-->Data Pages --> D_pzGetAllMigratedBrokenItems-->pxResults.
I'm wondering whether it might be best if you log this as a support request if this needs a more in-depth look.
Iris Global Soluciones
ES
I will double check all the configuration archive/purge process again in case i am missing something and also make sure whether theData-WorkAttach-File exist for these respective cases from Link-Attachment instances as you mention.
If i do not find any explanation for not working after all i will raise a support request to look into it.
Appreciate your quick response and help.
Regards,
Israel
Accepted Solution
Updated: 24 May 2022 10:27 EDT
Pegasystems Inc.
GB
@IsraelU1 @SriK3119 Here is some more information for you:
Question: Can archived cases be reported on?
Answer: We advice clients to archive only those cases that would be required rarely, either if an audit were to occur, ora end-user were to come back. Archived cases would be in secondary storage and would not offer a normal access. These are old cases that have not been worked on after they were resolved for many months/years. . If clients need to perform a normal access like reporting, then they should not archive those cases. A business user would rarely care about metrics for cases closed several years/months earlier. In case a business user needs to compare latest metrics with older metrics, then reports should be run on historic data before archival, and saved for reference later.
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?
@IsraelU1 @SriK3119 Here is some more information for you:
Question: Can archived cases be reported on?
Answer: We advice clients to archive only those cases that would be required rarely, either if an audit were to occur, ora end-user were to come back. Archived cases would be in secondary storage and would not offer a normal access. These are old cases that have not been worked on after they were resolved for many months/years. . If clients need to perform a normal access like reporting, then they should not archive those cases. A business user would rarely care about metrics for cases closed several years/months earlier. In case a business user needs to compare latest metrics with older metrics, then reports should be run on historic data before archival, and saved for reference later.
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
Iris Global Soluciones
ES