How to regularly backup instance data for PDI?

[shiz]

How to regularly backup instance data for PDI?

[Sanjay191]

Hello @shiz  

You could use the Archive rule and store the data in archive table  that you can backup you instance data records.

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[shiz]

Taking one's own example,
How should I operate it specifically? Could you please teach me?

Thank you very much!

[Sanjay191 · Accepted solution]

Hello @shiz 

In ServiceNow, an Archive Rule is used to manage data retention by moving old or inactive records from the primary database tables to an archive table. This helps improve system performance by reducing the amount of active data, making queries and processes faster. Archiving also helps with data management, compliance, and storage efficiency.

Why Use Archive Rules?

1. Performance Improvement: Over time, the main tables in ServiceNow can become very large, causing slower queries and affecting the performance of the instance. Archiving old records reduces the size of these tables.
2. Data Management: Archived records are stored separately but still accessible if needed, allowing users to keep the main tables clean.
3. Compliance: Organizations often have retention policies that dictate how long data must be kept. Archiving allows data to be retained without being actively stored in the primary tables.

How to Configure an Archive Rule

To create an archive rule in ServiceNow, follow these steps:

1. Navigate to the Archive Module:

   • Go to System Archiving > Archive Rules.

2. Create a New Archive Rule:

   • Click on New to create a new archive rule.
   • Fill in the details:
     • Name: Give a meaningful name to the rule.
     • Table: Select the table from which records will be archived.
     • Conditions: Define conditions that determine which records will be archived (e.g., closed incidents older than 1 year).

3. Set Archive Schedule:

   • You can specify a schedule for when the archiving should occur (e.g., weekly, monthly).

4. Define Retention Period:

   • Determine how long the archived data should be retained. You can configure this under System Archiving > Archive Deletion Rules.

5. Test and Enable the Archive Rule:

   • Before enabling, you can test the rule to ensure it will archive the expected records.
   • Once verified, enable the rule.

6. Access Archived Data:

   • Archived records can be accessed by navigating to System Archiving > Archived Records, or through related lists on the original table.

Best Practices:

• Create Clear Conditions: Ensure that the conditions for archiving are well-defined to avoid archiving important active records.
• Monitor System Performance: Regularly check how archiving impacts system performance.
• Compliance: Align archiving practices with your organization’s data retention and compliance policies.

By following these steps, you can effectively manage and optimize data storage within your ServiceNow environment.

You could refer the official servicenow docs link
https://docs.servicenow.com/bundle/xanadu-platform-administration/page/administer/database-rotation/...


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Thank You