Archive and Purge Transactions

To optimize the performance of the Transaction Manager: Transactions page in the Transaction Console work area, archive and purge completed transactions. Run the Archive Transaction Console Completed Transactions scheduled process to remove transactions from the page.

A transaction must meet these criteria to be eligible for archive and purge:

• The transaction has the Completed status for at least a certain amount of time. The default is three months.

  If you have access to the Approval Rules tab in the Transaction Console work area, you can change the duration for all transactions of specific business processes. Here are the options you can select:

  • 3 months
  • 6 months
  • 9 months
  • Don't archive
• All workflow tasks in the transaction are already archived and purged.

If you have access to the Approval Rules tab, you can also click the Archive icon to run the scheduled process immediately.

Before You Start

You need a custom job role that has the Run Approval Transactions Archive Process (PER_RUN_APPROVAL_TRANSACTIONS_ARCHIVE_PROCESS_PRIV) privilege.

Review this before you submit the process:

• You’re strongly advised to schedule the process to run once a day, during off hours.
• Make sure that the process doesn’t try to start while another run of the same process is still going. This process is self-incompatible and only one instance of the process can run at any given time.
• The time it takes for the process to finish depends on the volume of transactions, but it usually ends in minutes. If you're running the process for the first time, or it hasn't run in a very long time, the process might take much longer to finish. So it’s best to run it daily, as recommended.

Parameters

If you have access to the Approval Rules tab, most likely you don’t need to worry about these parameters. You can just define and use the settings on that tab. But if you don’t have access, you can use these parameters to override those settings. Another reason you might use these parameters is if you have a need to archive immediately at any given time, for one or more business processes.

• Days: Enter the number of days that a transaction must already have the Completed status to be eligible for archive and purge.
  • Enter 0 if you want all transactions with the Completed status to be eligible immediately.
  • This parameter isn’t available by default, but requires setup.
  • This parameter applies to transactions in all business processes.
  • If you leave this parameter blank, or the parameter isn’t available, the setting for each business process on the Approval Rules tab takes effect. For example, the 3 months default, or Don’t archive.
• Process Name: Select all or specific business processes.
  • The scheduled process includes transactions for the selected business process names.
  • If you leave this parameter blank, the scheduled process considers all business processes except the business processes set to Don’t archive on the Approval Rules tab, if any.

Let’s say you enter 30 for the Days parameter and leave the Process Name parameter blank. Business processes set to Don’t archive on the Approval Rules tab are excluded. The 30 days would still apply to all other business processes on the tab.

Purge Archived Transactions

You can set up purge policies to archive transactions in the Transaction Console based on your organization’s data retention policies.