Design and Develop Criteria Algorithms and Table Rules

Since you want to process only a subset of production data, you need to determine exclusion criteria and put the logic into criteria algorithms or table rules. Remember the general rules for determining subsets of data to archive or purge:

Archive or purge older data.
Archive or purge data in its final status.
Archive data based on system-generated keys.
Minimize intra-database dangling foreign key references.
Be careful when purging configuration data.

Even though during a purge foreign key checking is performed in Step 4: Move or Delete Production Data, you may consider reducing the number of eligible Primary archive root objects created by Step 1: Create Primary Archive Root Objects with criteria algorithms to reduce overall processing time.

Fastpath: For ideas on how to avoid creating extraneous Primary archive root objects during an archive or purge, refer to Sample Archive and Purge DB Processes.