Configuration Tab › Mapping for Configuration Browser Tabs › Policies

Policies

The Orchestrator Policies settings specify history settings for processes that run on the Orchestrator touchpoint. They also specify the default schedule and the default process in the library. You can configure separate policies for separate Orchestrators. The Delete Archive Instances button appears only on the Orchestrator host.

Automation Object Versioning

Specifies the policy for retaining old versions when you check in an edited automation object, where options include:

• Allow User to Overwrite Existing Version on Check in
• Always Create a New Version on Check in

Default Process Handlers

Defines the complete path to the default process for the selected Orchestrator. Default process handlers can provide default lane change rules and exception handling. This ability takes affect when these rules are not specified in the process itself. Click the button at the end of the field to open the Object Browser, select a process from the CA Process Automation library, and click OK. The Open button opens the default process.

Minimum Number of Days of Process History

Defines the number of days to save process instances that ran on a touchpoint or remote host. Keeping this value small avoids excessive growth of the library and consequent increase to the system response time.

If you configure one day, the process remains in the library for a minimum of 24 hours. After this time elapses, the process instances are archived.

Minimum Number of Failed Instances

Defines the minimum number of failed instances of a process to retain in the history. The application deletes excess failed process instances (oldest first) only if the history exceeds the configured Minimum Days of Process History.

Minimum Number of Finished (Completed, Failed, Aborted) Instances

Defines the minimum number of completed instances of the process object to retain in the history. The application deletes finished process instances in order of age (oldest first) only if the history exceeds the configured Minimum Days of Process History.

Maximum Number of Log Messages

Defines the maximum number of log messages that can be retained and displayed when the process instance is opened from a process watch.

Minimum Number of Days of Attachments History

Defines the minimum number of days to store an attachment in the CA Process Automation database before deleting it.

Users can use web services to trigger processes. A user can directly start a process or schedule a Start Request Form. Users can send files as attachments in the web services calls. When a web service call triggers a process, users can access the files in that process. A user can use the SOAP operator to forward an attachment to the outgoing web services call.

Option to Purge Archived Data

Defines the policy for purging archived data. Options include:

Values: The drop-down list includes the following values:

• Do Not Purge Archived Data - Archived process instances are retained until manually purged.
• Purge Archived Data Daily - Purge archived process instances as a scheduled task according to the settings of the following two fields.
• Purge Data Without Archiving - The process instances are retained as active for a configured interval. When that interval elapses, the data is purged. No process instances are archived.

Start Time to Purge Archived Data Daily

Defines the time of day at which to purge the archived instances that have been retained for the configured number of days. The time is specified in hh:mm format, where the range is 00.00 (12:00 AM) to 23.59 (11:59 PM).

Default: 00:01 (1 minute after midnight)

Number of Days to Keep Archived Data

Defines the number of days to retain archived process instances. After an archived instance is kept for the configured number of days, it is purged at the specified time.

Default: 10

Secure Attachments

Specifies whether to authenticate users who attempt to access attachments outside of CA Process Automation.

Values:

• Selected: Attachments are secured. The user must supply a valid user ID and password to access attachments.
• Cleared: Attachments are not secured. The user can access attachments without supplying credentials.

Enable Runtime Security

Specifies whether to permit processes to use runtime security.

Values:

• Selected: Enforce runtime security on all processes where it is configured.
• Cleared: Do not enforce runtime security on any process.

Note: If you select the Enable Runtime Security option here, you can select Run as Owner as the Runtime Security option for a process. In this case, use Set Owner to establish your ownership of each affected process object. For more information, see the online help or the Content Designer Guide.

Delete Archived Instance

The button lets you purge currently archived instances on demand. (This button appears on a selected Orchestrator host, not on a selected Orchestrator touchpoint.)