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Question

 Marok Singh (MarokS31)
Comerica Inc

Comerica Inc
US
MarokS31 Member since 2018 9 posts
Comerica Inc
Posted: Feb 25, 2021
Last activity: Mar 3, 2021
Posted: 25 Feb 2021 12:07 EST
Last activity: 3 Mar 2021 14:09 EST
Closed

Purge/Archive customize eligible items GetArchivableItems

@MarcLasserre_GCS We have a requirement keep the items from purging; items that are marked as on legal hold.

In previous versions we could customize GetArchivableItems etc to accomplish this.

It there any way to do this in Pega 8.3.4 + using either Case Type archive or Purge/Archive wizard.

 

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Pega Platform 8.3.4
Pega Cloud
Financial Services
Lead System Architect

Posted: 3 years ago
Posted: 2 Mar 2021 8:59 EST
Sarah Godfrey (SARAH GODFREY)
Labb Consulting
Technical Lead
Labb Consulting
GB

Hi @MarokS31

I recently had an open SR with Pega on this regarding the same. Here was the outcome:

 

Wizard

  • I was advised not to use this because its deprecated/no longer supported. I understand it also causes the generation of lots of unnecessary files/performance issues.
  • The correct way is to customise using list view GetArchivableItems as you stated above

 

Case type archive / pyPegaArchiver

  • There is currently no way to configure anything other than the "time since resolution" on the Case Type Archival Settings. This is a limitation of the product. I believe there isn't a plan to extend this in the near future.

 

I had to develop my own in-house utility to achieve what was required for GDPR regulations.

 

Thanks,

Sarah.

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Posted: 3 years ago
Updated: 3 years ago
Posted: 2 Mar 2021 22:45 EST
Updated: 2 Mar 2021 22:49 EST
Chetan Chaudhari (Chetan.Chaudhari)
PEGA
Principal Product Manager, Case Management
Pegasystems Inc.
US

@SARAH GODFREY , we're considering adding support for legal-hold i.e. excluding certain case from archival process in 8.7. Cases could then be skipped during archival/purge and also from permanent deletion i.e. expunge. So such cases would continue to exists in primary database, if they are not yet archived, and in secondary database, if they were already archived.

This is available in the new archive/purge/data-retention functionality, that is currently available only on Pega Cloud.

Please let me know if you have other GDPR requirements. Also, can you let me know which SR was that?

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Posted: 3 years ago
Posted: 3 Mar 2021 6:19 EST
Sarah Godfrey (SARAH GODFREY)
Labb Consulting
Technical Lead
Labb Consulting
GB

Hi @Chetan.Chaudhari

 

The SR number was INC-162390. 

 

I explored the new archive functionality for Pega Cloud on version 8.4.2, but since our GDPR requirements are more complex, the currently available archival criteria did not suffice for our GDPR requirements (need more filter criteria than just Resolved cases after X days).

 

Thanks

Sarah.

 

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