Process transactional data management
When working with workflows and activities, a large amount of transactional data is generated and stored in the database. This can affect database performance and lead to degradation of overall functionality. Continuous archiving and periodic purging of archived data maintains the health of the production database.
Archiving of transactional data is performed automatically in these cases::
- When workflows instances, tasks, alerts and notifications are cancelled or completed.
- When workflow models, monitors, Activation policies or Alarm Templates are deactivated.
We recommend that you create and implement a reporting and purging strategy for the archived data.
Maintain the last 12 months of data in transactional database & historical reports in IDM.
We suggest this example as a starting point to create your own strategy:
- Have correct escalation and delegation strategy in place for workflow activities that are more than 2 weeks old.
- On the first day of the month, review the workflow activities that are more than 4 weeks old. Remind the assignees to close the task or cancel the task through the workflow manager. This ensures that the activities are properly archived.
- On the first day of the month, generate reports for previous month, & upload the
reports to IDM for long term storage.
For example on Feb 01, 2022, generate reports for Jan 2022 & upload the reports to IDM.
- On the first day of the month, purge data for previous month of previous year.
For example on Feb 01, 2022, purge data for Jan 2021.
This table shows an example schedule:
| Sr | Action date | Genereate report for | Purge data for |
|---|---|---|---|
| 1 | Feb 01, 2022 | Jan 2022 | Jan 2021 |
| 2 | Mar 01, 2022 | Feb 2022 | Feb 2021 |
| 3 | Apr 01, 2022 | Mar 2022 | Mar 2021 |
| 4 | May 01, 2022 | Apr 2022 | Apr 2021 |
| 5 | Jun 01, 2022 | May 2022 | May 2021 |
| 6 | Jul 01, 2022 | Jun 2022 | Jun 2021 |
| 7 | Aug 01, 2022 | Jul 2022 | Jul 2021 |
| 8 | Sep 01, 2022 | Aug 2022 | Aug 2021 |
| 9 | Oct 01, 2022 | Sep 2022 | Sep 2021 |
| 10 | Nov 01, 2022 | Oct 2022 | Oct 2021 |
| 11 | Dec 01, 2022 | Nov 2022 | Nov 2021 |
| Continue.…. |
See these topics:
- Viewing and deleting archived monitors
- Viewing and deleting archived activation policies
- Viewing and deleting archived workflows
- Generating reports for workflow instances
- Deleting finished instances of active workflows
- Viewing and deleting archived alarm templates
- Viewing and deleting archived activities
- Deleting archived process data
- Generating reports for user actions