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Improving performance by archiving cases

Updated on August 25, 2021

Enable case archiving for Pega Cloud 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: In Pega Platform version 8.5 and 8.6, archiving cases to secondary storage is limited to only Pega Cloud environments. To archive cases in an on-premise environment, upgrade to 8.7 or later. For more information, see Archiving and expunging case data.
  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. Creating an archival policy

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

  4. 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.

  5. Managing your case archival process

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

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