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Improving performance by archiving cases

Updated on April 5, 2022

Enable case archiving to move inactive cases to secondary storage. By periodically purging entries from your database, you can improve application performance and support long-term data retention. Routine case archivals improve search and reporting, increase performance for database queries, shorten database maintenance cycles, reduce primary database costs, and grant better compliance with government compliance policies like General Data Protection Regulation (GDPR) and Health Insurance Portability and Accountability Act (HIPAA).

Before you begin: This capability is available in Pega Cloud only.
  1. Case archiving and purging overview

    Use case archiving to archive and purge cases to improve the performance of your cloud-based instance of Pega Platform. Understand how case archiving and purge works to effectively plan and perform case archiving and purge.

  2. Planning your case archiving process

    Plan your case archiving and purge process to ensure an efficient implementation.

  3. Scheduling the case archival process

    You can control when your application archives cases to improve application performance and avoid issues that might negatively impact the performance of Pega Platform.

  4. Creating an archival policy

    Create an archival policy to control which cases your application moves from primary storage to secondary storage.

  5. Managing your case archival process

    Actively manage your case archival process to improve performance and resolve errors more quickly.

  6. Reopening archived cases

    Reopen an archived case that you archived prematurely, requires additional business reporting, or other reasons that view-only archive case data would not be sufficient.

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