Question
Nordea
SE
Last activity: 6 Mar 2024 8:19 EST
Pega Case Archiving
Hi,
We are exploring Pega OOTB Archiving and purging as explained here - https://docs.pega.com/bundle/platform-88/page/platform/system-administration/case-archival-expunge-details.html and we are now doing some impact analysis based on below questions before we can adapt this feature:--
- Archival Support to External Schema: If Case type has data connected to schema other than default PegaDATA or External Database, would archiving still work?
- Re-Open Case: If Cases are archived post resolution but not purged from database, can they be re-archived if the cases in Pega is re-opened and resolved?
- Support Archival for Custom Status: Pega case archival supports only Cases with Resolved- * status. Is there any plan/way/scope of customization to accommodate custom status?
- Reading Archived File: I understand Pega can view archived cases but are there any other means (excpet Pega) of reading Archived case data.
***Edited by Moderator Rupashree to add Capability tags***
Accepted Solution
Updated: 6 Mar 2024 8:19 EST
Pegasystems Inc.
CA
2. Reopen cases are not supported by OOTB. However, you can control as MarijeSchillern mentioned. Check this link - https://docs.pega.com/bundle/platform/page/platform/system-administration/case-archival-expunge-excluding.html
3. Custom status is available in Infinity 23 onwards - https://docs.pega.com/bundle/platform/page/platform/system-administration/case-archival-process-setup.html
In the Archive Cases that are resolved earlier than (in days) field, enter the number of days that a Case must be in the Resolved-* status or a defined custom resolution status before it is eligible for archiving and indexing in Elasticsearch.
Pegasystems Inc.
GB
- Archival Support to External Schema: Pega's case archival feature is designed to work with the PegaDATA schema. If a case type has data connected to an external schema or database, it may not be included in the archival process.
- Re-Open Case: Once cases are archived, they cannot be re-opened. The archival process is designed for cases that are resolved and no longer active. If a case is re-opened, it would need to be excluded from the archival process.
- Support Archival for Custom Status: Currently, Pega's case archival supports only Cases with Resolved-* status. There is no out-of-the-box feature to accommodate custom statuses. However, you could potentially customize this behavior, but it would require significant development effort and is not recommended.
- Reading Archived File: Archived case data is stored in a secondary storage repository and can be accessed for review within Pega. There is no out-of-the-box feature for reading this data outside of Pega.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Preserve certain cases and archive and purge other cases of the same casetype
- Archival Support to External Schema: Pega's case archival feature is designed to work with the PegaDATA schema. If a case type has data connected to an external schema or database, it may not be included in the archival process.
- Re-Open Case: Once cases are archived, they cannot be re-opened. The archival process is designed for cases that are resolved and no longer active. If a case is re-opened, it would need to be excluded from the archival process.
- Support Archival for Custom Status: Currently, Pega's case archival supports only Cases with Resolved-* status. There is no out-of-the-box feature to accommodate custom statuses. However, you could potentially customize this behavior, but it would require significant development effort and is not recommended.
- Reading Archived File: Archived case data is stored in a secondary storage repository and can be accessed for review within Pega. There is no out-of-the-box feature for reading this data outside of Pega.
⚠ This is a GenAI-powered tool. All generated answers require validation against the provided references.
Preserve certain cases and archive and purge other cases of the same casetype
Archiving and expunging case data
Database archiving, purging, and data retention
How to retrieve the data after Purge and archival process
Glossary: A > Glossary for Archiving and purging of Cases:
Accepted Solution
Updated: 6 Mar 2024 8:19 EST
Pegasystems Inc.
CA
2. Reopen cases are not supported by OOTB. However, you can control as MarijeSchillern mentioned. Check this link - https://docs.pega.com/bundle/platform/page/platform/system-administration/case-archival-expunge-excluding.html
3. Custom status is available in Infinity 23 onwards - https://docs.pega.com/bundle/platform/page/platform/system-administration/case-archival-process-setup.html
In the Archive Cases that are resolved earlier than (in days) field, enter the number of days that a Case must be in the Resolved-* status or a defined custom resolution status before it is eligible for archiving and indexing in Elasticsearch.