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Specify an Archival Policy

After an automated process runs and completes successfully, the product archives the run-time data for reference and metrics. By default, the object inherits Archival Policy properties from the Orchestrator. You can, however, define manually the number of days the server retains completed or failed process instances or schedule objects. You can also define the number of completed and failed process instances that the product retains.

Follow these steps:

  1. Click the Library tab.
  2. Select a folder, and then select a Process or Schedule object.
  3. Right-click the object, and then select Properties.
  4. On the Properties pane, click the Archival Policy tab.
  5. Clear the Inherit Archival Policy From Orchestrator check box. This task activates the other fields.

    Note: See the tooltips or the User Interface Reference for field descriptions and examples.

  6. Enter a value for Process History.

    This value defines the interval (in days) that the product retains completed and failed process instances in the archive before automatically purging the records. The product maintains the process history for this interval regardless of the number of instances in the archive.

  7. Enter the values for failed and finished instances.

    These values define the number of process instances that the product retains before automatically purging records with the following statuses:

    From the instances that exceed the specified retention limit, the product deletes the oldest first.

  8. Click Save.