Skip to main content

         This documentation site is for previous versions. Visit our new documentation site for current releases.      

Retrieving archived case data

Updated on January 21, 2023

Retrieve archived case data that in the secondary storage location for informational purposes, such as confirming the success of the case archiving process, addressing regulatory tasks for statutes such as HIPAA, and responding to questions about business history.

Note: Theme Cosmos version 3 or later and Theme UI-Kit version 12 or later support archiving.

For more information about archiving case data in earlier versions of Theme Cosmos, see How to implement archival cases support.

Search using standard case management

Use the default Case Management search to retrieve archived cases by searching the portal for an exposed case property.

Note: In Theme Cosmos, you cannot preview archived cases and you can only view archived cases from the search page.
  1. In the Case Manager portal, search for an exposed property of the archived case that you want to review, for example, the case ID.
    Tip: To improve your search results, enter search terms that correspond to the values of exposed properties.
  2. In the list of results, in the Include menu, select Archived work items only.
  3. Narrow the list of results by selecting filtering options in the Case menu, the Show menu, and the Last Updated menu.
  4. Open the case data in a read-only format by clicking a case name.
  5. Optional: To print your archived case data information, select RunPrint.
    Note: The full scope of your archive case data information is not available when in a printed format. Clients must customize their search functionality to meet their business requirements.
  6. Optional: To run a report on resolved cases before and after the archive process, compare the difference between the two reports to see the cases that Pega Platform both purged from the primary database and copied to Pega Cloud File Storage. For more information about reports, see Running a report.

Recovering archived case data (for Pega Cloud clients only)

After your archived case data meets its data retention policy and Pega Platform deletes the file from the /archive sub-folder in Pega Cloud File storage, you have a 30-day window to recover the deleted archived case data.

For more information about recovering deleted archived case data, see Database backup and restore.

Have a question? Get answers now.

Visit the Support Center to ask questions, engage in discussions, share ideas, and help others.

Did you find this content helpful?

Want to help us improve this content?

We'd prefer it if you saw us at our best. is not optimized for Internet Explorer. For the optimal experience, please use:

Close Deprecation Notice
Contact us