MongoDB Data Archiving and Lifecycle Management: Advanced Strategies for Automated Data Retention, Performance Optimization, and Compliance
Production database systems accumulate vast amounts of data over time, creating significant challenges for performance optimization, storage cost management, and regulatory compliance. Traditional database systems often struggle with efficient data archiving strategies that balance query performance, storage costs, and data accessibility requirements while maintaining operational efficiency and compliance with data retention policies.
MongoDB provides comprehensive data lifecycle management capabilities that enable sophisticated archiving strategies through automated retention policies, performance-optimized data movement, and flexible storage tiering. Unlike traditional databases that require complex partitioning schemes and manual maintenance processes, MongoDB's document-based architecture and built-in features support seamless data archiving workflows that scale with growing data volumes while maintaining operational simplicity.
The Traditional Data Archiving Challenge
Conventional database systems face significant limitations when implementing data archiving and lifecycle management:
-- Traditional PostgreSQL data archiving - complex and maintenance-intensive approach
-- Create archive tables with identical structures (manual maintenance required)
CREATE TABLE orders_2023_archive (
order_id SERIAL PRIMARY KEY,
customer_id INTEGER NOT NULL,
order_date TIMESTAMP NOT NULL,
status VARCHAR(50) NOT NULL,
total_amount DECIMAL(10,2) NOT NULL,
items JSONB,
shipping_address TEXT,
billing_address TEXT,
-- Archive-specific metadata
archived_date TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
archived_by VARCHAR(100) DEFAULT current_user,
archive_reason VARCHAR(200),
original_table VARCHAR(100) DEFAULT 'orders',
-- Compliance tracking
retention_policy VARCHAR(100),
scheduled_deletion_date DATE,
legal_hold BOOLEAN DEFAULT false,
-- Performance considerations
CONSTRAINT orders_2023_archive_date_check
CHECK (order_date >= '2023-01-01' AND order_date < '2024-01-01')
);
-- Create indexes for archive table (must mirror production indexes)
CREATE INDEX orders_2023_archive_customer_id_idx ON orders_2023_archive(customer_id);
CREATE INDEX orders_2023_archive_date_idx ON orders_2023_archive(order_date);
CREATE INDEX orders_2023_archive_status_idx ON orders_2023_archive(status);
CREATE INDEX orders_2023_archive_archived_date_idx ON orders_2023_archive(archived_date);
-- Similar structure needed for each year and potentially each table
CREATE TABLE customer_interactions_2023_archive (
interaction_id SERIAL PRIMARY KEY,
customer_id INTEGER NOT NULL,
interaction_date TIMESTAMP NOT NULL,
interaction_type VARCHAR(100),
details JSONB,
outcome VARCHAR(100),
-- Archive metadata
archived_date TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
archived_by VARCHAR(100) DEFAULT current_user,
archive_reason VARCHAR(200),
original_table VARCHAR(100) DEFAULT 'customer_interactions',
CONSTRAINT customer_interactions_2023_archive_date_check
CHECK (interaction_date >= '2023-01-01' AND interaction_date < '2024-01-01')
);
-- Complex archiving procedure with limited automation
CREATE OR REPLACE FUNCTION archive_old_data(
source_table VARCHAR(100),
archive_table VARCHAR(100),
cutoff_date DATE,
batch_size INTEGER DEFAULT 1000,
archive_reason VARCHAR(200) DEFAULT 'automated_archiving'
) RETURNS TABLE (
records_archived INTEGER,
batches_processed INTEGER,
total_processing_time_seconds INTEGER,
errors_encountered INTEGER,
last_archived_id BIGINT
) AS $$
DECLARE
current_batch INTEGER := 0;
total_archived INTEGER := 0;
start_time TIMESTAMP := clock_timestamp();
last_id BIGINT := 0;
batch_result INTEGER;
error_count INTEGER := 0;
sql_command TEXT;
archive_command TEXT;
BEGIN
LOOP
-- Dynamic SQL for flexible table handling (security risk)
sql_command := FORMAT('
WITH batch_data AS (
SELECT * FROM %I
WHERE created_date < %L
AND id > %L
ORDER BY id
LIMIT %L
),
archived_batch AS (
INSERT INTO %I
SELECT *, CURRENT_TIMESTAMP, %L, %L, %L
FROM batch_data
RETURNING id
),
deleted_batch AS (
DELETE FROM %I
WHERE id IN (SELECT id FROM archived_batch)
RETURNING id
)
SELECT COUNT(*), MAX(id) FROM deleted_batch',
source_table,
cutoff_date,
last_id,
batch_size,
archive_table,
current_user,
archive_reason,
source_table,
source_table
);
BEGIN
EXECUTE sql_command INTO batch_result, last_id;
-- Exit if no more records to process
IF batch_result = 0 OR last_id IS NULL THEN
EXIT;
END IF;
total_archived := total_archived + batch_result;
current_batch := current_batch + 1;
-- Commit every batch to avoid long-running transactions
COMMIT;
-- Brief pause to avoid overwhelming the system
PERFORM pg_sleep(0.1);
EXCEPTION WHEN OTHERS THEN
error_count := error_count + 1;
-- Log error details (basic error handling)
INSERT INTO archive_error_log (
source_table,
archive_table,
batch_number,
last_processed_id,
error_message,
error_timestamp
) VALUES (
source_table,
archive_table,
current_batch,
last_id,
SQLERRM,
CURRENT_TIMESTAMP
);
-- Stop after too many errors
IF error_count > 10 THEN
EXIT;
END IF;
END;
END LOOP;
RETURN QUERY SELECT
total_archived,
current_batch,
EXTRACT(SECONDS FROM clock_timestamp() - start_time)::INTEGER,
error_count,
COALESCE(last_id, 0);
EXCEPTION WHEN OTHERS THEN
-- Global error handling
INSERT INTO archive_error_log (
source_table,
archive_table,
batch_number,
last_processed_id,
error_message,
error_timestamp
) VALUES (
source_table,
archive_table,
-1,
-1,
'Global archiving error: ' || SQLERRM,
CURRENT_TIMESTAMP
);
RETURN QUERY SELECT 0, 0, 0, 1, 0::BIGINT;
END;
$$ LANGUAGE plpgsql;
-- Manual data archiving execution (error-prone and inflexible)
DO $$
DECLARE
archive_result RECORD;
tables_to_archive VARCHAR(100)[] := ARRAY['orders', 'customer_interactions', 'payment_transactions', 'audit_logs'];
current_table VARCHAR(100);
archive_table_name VARCHAR(100);
cutoff_date DATE := CURRENT_DATE - INTERVAL '2 years';
BEGIN
FOREACH current_table IN ARRAY tables_to_archive
LOOP
-- Generate archive table name
archive_table_name := current_table || '_' || EXTRACT(YEAR FROM cutoff_date) || '_archive';
-- Check if archive table exists (manual verification)
IF NOT EXISTS (SELECT 1 FROM information_schema.tables
WHERE table_name = archive_table_name) THEN
RAISE NOTICE 'Archive table % does not exist, skipping %', archive_table_name, current_table;
CONTINUE;
END IF;
RAISE NOTICE 'Starting archival of % to %', current_table, archive_table_name;
-- Execute archiving function
FOR archive_result IN
SELECT * FROM archive_old_data(
current_table,
archive_table_name,
cutoff_date,
1000, -- batch size
'automated_yearly_archival'
)
LOOP
RAISE NOTICE 'Archived % records from % in % batches, % errors, processing time: % seconds',
archive_result.records_archived,
current_table,
archive_result.batches_processed,
archive_result.errors_encountered,
archive_result.total_processing_time_seconds;
END LOOP;
-- Basic statistics update (manual maintenance)
EXECUTE FORMAT('ANALYZE %I', archive_table_name);
END LOOP;
END;
$$;
-- Attempt at automated retention policy management (very limited)
CREATE TABLE data_retention_policies (
policy_id SERIAL PRIMARY KEY,
table_name VARCHAR(100) NOT NULL,
retention_period_months INTEGER NOT NULL,
archive_after_months INTEGER,
delete_after_months INTEGER,
-- Policy configuration
policy_enabled BOOLEAN DEFAULT true,
date_field VARCHAR(100) NOT NULL DEFAULT 'created_date',
archive_storage_location VARCHAR(200),
-- Compliance settings
legal_hold_exemption BOOLEAN DEFAULT false,
gdpr_applicable BOOLEAN DEFAULT false,
custom_retention_rules JSONB,
-- Execution tracking
last_executed TIMESTAMP,
last_execution_status VARCHAR(50),
last_execution_error TEXT,
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
);
-- Insert basic retention policies (manual configuration)
INSERT INTO data_retention_policies (
table_name, retention_period_months, archive_after_months, delete_after_months,
date_field, archive_storage_location
) VALUES
('orders', 84, 24, 96, 'order_date', '/archives/orders/'),
('customer_interactions', 60, 12, 72, 'interaction_date', '/archives/interactions/'),
('payment_transactions', 120, 36, 144, 'transaction_date', '/archives/payments/'),
('audit_logs', 36, 6, 48, 'log_timestamp', '/archives/audit/');
-- Rudimentary retention policy execution function
CREATE OR REPLACE FUNCTION execute_retention_policies()
RETURNS TABLE (
policy_name VARCHAR(100),
execution_status VARCHAR(50),
records_processed INTEGER,
execution_time_seconds INTEGER,
error_message TEXT
) AS $$
DECLARE
policy_record RECORD;
archive_cutoff DATE;
delete_cutoff DATE;
execution_start TIMESTAMP;
archive_result RECORD;
records_affected INTEGER;
BEGIN
FOR policy_record IN
SELECT * FROM data_retention_policies
WHERE policy_enabled = true
LOOP
execution_start := clock_timestamp();
BEGIN
-- Calculate cutoff dates based on policy
archive_cutoff := CURRENT_DATE - (policy_record.archive_after_months || ' months')::INTERVAL;
delete_cutoff := CURRENT_DATE - (policy_record.delete_after_months || ' months')::INTERVAL;
-- Archival phase (if configured)
IF policy_record.archive_after_months IS NOT NULL THEN
SELECT * INTO archive_result FROM archive_old_data(
policy_record.table_name,
policy_record.table_name || '_archive',
archive_cutoff,
500,
'retention_policy_execution'
);
records_affected := archive_result.records_archived;
END IF;
-- Update execution status
UPDATE data_retention_policies
SET
last_executed = CURRENT_TIMESTAMP,
last_execution_status = 'success',
last_execution_error = NULL
WHERE policy_id = policy_record.policy_id;
RETURN QUERY SELECT
policy_record.table_name,
'success'::VARCHAR(50),
COALESCE(records_affected, 0),
EXTRACT(SECONDS FROM clock_timestamp() - execution_start)::INTEGER,
NULL::TEXT;
EXCEPTION WHEN OTHERS THEN
-- Update error status
UPDATE data_retention_policies
SET
last_executed = CURRENT_TIMESTAMP,
last_execution_status = 'error',
last_execution_error = SQLERRM
WHERE policy_id = policy_record.policy_id;
RETURN QUERY SELECT
policy_record.table_name,
'error'::VARCHAR(50),
0,
EXTRACT(SECONDS FROM clock_timestamp() - execution_start)::INTEGER,
SQLERRM;
END;
END LOOP;
END;
$$ LANGUAGE plpgsql;
-- Problems with traditional archiving approaches:
-- 1. Manual archive table creation and maintenance for each table and time period
-- 2. Complex partitioning schemes that require ongoing schema management
-- 3. Limited automation capabilities requiring extensive custom development
-- 4. Poor performance during archiving operations that impact production systems
-- 5. Inflexible retention policies that don't adapt to changing business requirements
-- 6. Minimal integration with cloud storage and tiered storage strategies
-- 7. Limited compliance tracking and audit trail capabilities
-- 8. No built-in data lifecycle automation or policy-driven management
-- 9. Complex disaster recovery for archived data across multiple table structures
-- 10. High maintenance overhead for managing archive table schemas and indexes
MongoDB provides sophisticated data lifecycle management with automated archiving capabilities:
// MongoDB Data Archiving and Lifecycle Management - comprehensive automation system
const { MongoClient, GridFSBucket } = require('mongodb');
const { createReadStream, createWriteStream } = require('fs');
const { S3Client, PutObjectCommand, GetObjectCommand } = require('@aws-sdk/client-s3');
const { promisify } = require('util');
const zlib = require('zlib');
// Advanced data lifecycle management and archiving system
class MongoDataLifecycleManager {
constructor(connectionUri, options = {}) {
this.client = new MongoClient(connectionUri);
this.db = null;
this.collections = new Map();
// Lifecycle management configuration
this.config = {
// Archive storage configuration
archiveStorage: {
type: options.archiveStorage?.type || 'mongodb', // mongodb, gridfs, s3, filesystem
location: options.archiveStorage?.location || 'archives',
compression: options.archiveStorage?.compression || 'gzip',
encryption: options.archiveStorage?.encryption || false,
checksumVerification: options.archiveStorage?.checksumVerification || true
},
// Performance optimization settings
performance: {
batchSize: options.performance?.batchSize || 1000,
maxConcurrentOperations: options.performance?.maxConcurrentOperations || 3,
throttleDelayMs: options.performance?.throttleDelayMs || 10,
memoryLimitMB: options.performance?.memoryLimitMB || 512,
indexOptimization: options.performance?.indexOptimization || true
},
// Compliance and audit settings
compliance: {
auditLogging: options.compliance?.auditLogging !== false,
legalHoldSupport: options.compliance?.legalHoldSupport !== false,
gdprCompliance: options.compliance?.gdprCompliance || false,
dataClassification: options.compliance?.dataClassification || {},
retentionPolicyEnforcement: options.compliance?.retentionPolicyEnforcement !== false
},
// Automation settings
automation: {
scheduledExecution: options.automation?.scheduledExecution || false,
executionInterval: options.automation?.executionInterval || 86400000, // 24 hours
failureRetryAttempts: options.automation?.failureRetryAttempts || 3,
alerting: options.automation?.alerting || false,
monitoringEnabled: options.automation?.monitoringEnabled !== false
}
};
// External storage clients
this.s3Client = options.s3Config ? new S3Client(options.s3Config) : null;
this.gridFSBucket = null;
// Operational state management
this.retentionPolicies = new Map();
this.executionHistory = [];
this.activeOperations = new Map();
this.performanceMetrics = {
totalRecordsArchived: 0,
totalStorageSaved: 0,
averageOperationTime: 0,
lastExecutionTime: null
};
}
async initialize(dbName) {
console.log('Initializing MongoDB Data Lifecycle Management system...');
try {
await this.client.connect();
this.db = this.client.db(dbName);
// Initialize GridFS bucket if needed
if (this.config.archiveStorage.type === 'gridfs') {
this.gridFSBucket = new GridFSBucket(this.db, {
bucketName: this.config.archiveStorage.location || 'archives'
});
}
// Setup system collections
await this.setupSystemCollections();
// Load existing retention policies
await this.loadRetentionPolicies();
// Setup automation if enabled
if (this.config.automation.scheduledExecution) {
await this.setupAutomatedExecution();
}
console.log('Data lifecycle management system initialized successfully');
} catch (error) {
console.error('Error initializing data lifecycle management:', error);
throw error;
}
}
async setupSystemCollections() {
console.log('Setting up system collections for data lifecycle management...');
// Retention policies collection
const retentionPolicies = this.db.collection('data_retention_policies');
await retentionPolicies.createIndexes([
{ key: { collection_name: 1 }, unique: true },
{ key: { policy_enabled: 1 } },
{ key: { next_execution: 1 } }
]);
// Archive metadata collection
const archiveMetadata = this.db.collection('archive_metadata');
await archiveMetadata.createIndexes([
{ key: { source_collection: 1, archive_date: -1 } },
{ key: { archive_id: 1 }, unique: true },
{ key: { retention_policy_id: 1 } },
{ key: { compliance_status: 1 } }
]);
// Execution audit log
const executionAudit = this.db.collection('lifecycle_execution_audit');
await executionAudit.createIndexes([
{ key: { execution_timestamp: -1 } },
{ key: { policy_id: 1, execution_timestamp: -1 } },
{ key: { operation_type: 1 } }
]);
// Legal hold registry (compliance feature)
if (this.config.compliance.legalHoldSupport) {
const legalHolds = this.db.collection('legal_hold_registry');
await legalHolds.createIndexes([
{ key: { hold_id: 1 }, unique: true },
{ key: { affected_collections: 1 } },
{ key: { hold_status: 1 } }
]);
}
}
async defineRetentionPolicy(policyConfig) {
console.log(`Defining retention policy for collection: ${policyConfig.collectionName}`);
const policy = {
policy_id: policyConfig.policyId || this.generatePolicyId(),
collection_name: policyConfig.collectionName,
// Retention timeline configuration
retention_phases: {
active_period_days: policyConfig.activePeriod || 365,
archive_after_days: policyConfig.archiveAfter || 730,
delete_after_days: policyConfig.deleteAfter || 2555, // 7 years default
// Advanced retention phases
cold_storage_after_days: policyConfig.coldStorageAfter,
compliance_review_after_days: policyConfig.complianceReviewAfter
},
// Data identification and filtering
date_field: policyConfig.dateField || 'created_at',
additional_filters: policyConfig.filters || {},
exclusion_criteria: policyConfig.exclusions || {},
// Archive configuration
archive_settings: {
storage_type: policyConfig.archiveStorage || this.config.archiveStorage.type,
compression_enabled: policyConfig.compression !== false,
encryption_required: policyConfig.encryption || false,
batch_size: policyConfig.batchSize || this.config.performance.batchSize,
// Performance optimization
index_hints: policyConfig.indexHints || [],
sort_optimization: policyConfig.sortField || policyConfig.dateField,
memory_limit: policyConfig.memoryLimit || '200M'
},
// Compliance configuration
compliance_settings: {
legal_hold_exempt: policyConfig.legalHoldExempt || false,
data_classification: policyConfig.dataClassification || 'standard',
gdpr_applicable: policyConfig.gdprApplicable || false,
audit_level: policyConfig.auditLevel || 'standard',
// Data sensitivity handling
pii_fields: policyConfig.piiFields || [],
anonymization_rules: policyConfig.anonymizationRules || {}
},
// Execution configuration
execution_settings: {
policy_enabled: policyConfig.enabled !== false,
execution_schedule: policyConfig.schedule || '0 2 * * *', // Daily at 2 AM
max_execution_time_minutes: policyConfig.maxExecutionTime || 120,
failure_retry_attempts: policyConfig.retryAttempts || 3,
notification_settings: policyConfig.notifications || {}
},
// Metadata and tracking
policy_metadata: {
created_by: policyConfig.createdBy || 'system',
created_at: new Date(),
last_modified: new Date(),
policy_version: policyConfig.version || '1.0',
description: policyConfig.description || '',
business_justification: policyConfig.businessJustification || ''
}
};
// Store retention policy
const retentionPolicies = this.db.collection('data_retention_policies');
await retentionPolicies.replaceOne(
{ collection_name: policy.collection_name },
policy,
{ upsert: true }
);
// Cache policy for operational use
this.retentionPolicies.set(policy.collection_name, policy);
console.log(`Retention policy defined successfully for ${policy.collection_name}`);
return policy.policy_id;
}
async executeDataArchiving(collectionName, options = {}) {
console.log(`Starting data archiving for collection: ${collectionName}`);
const policy = this.retentionPolicies.get(collectionName);
if (!policy || !policy.execution_settings.policy_enabled) {
throw new Error(`No enabled retention policy found for collection: ${collectionName}`);
}
const operationId = this.generateOperationId();
const startTime = Date.now();
try {
// Check for legal holds
if (this.config.compliance.legalHoldSupport) {
await this.checkLegalHolds(collectionName, policy);
}
// Calculate archive cutoff date
const cutoffDate = new Date();
cutoffDate.setDate(cutoffDate.getDate() - policy.retention_phases.archive_after_days);
// Build archive query with optimization
const archiveQuery = {
[policy.date_field]: { $lt: cutoffDate },
...policy.additional_filters,
...(policy.exclusion_criteria && { $nor: [policy.exclusion_criteria] })
};
// Count records to archive
const sourceCollection = this.db.collection(collectionName);
const recordCount = await sourceCollection.countDocuments(archiveQuery);
if (recordCount === 0) {
console.log(`No records found for archiving in ${collectionName}`);
return { success: true, recordsProcessed: 0, operationId };
}
console.log(`Found ${recordCount} records to archive from ${collectionName}`);
// Execute archiving in batches
const archiveResult = await this.executeBatchArchiving(
sourceCollection,
archiveQuery,
policy,
operationId,
options
);
// Create archive metadata record
await this.createArchiveMetadata({
archive_id: operationId,
source_collection: collectionName,
archive_date: new Date(),
record_count: archiveResult.recordsArchived,
archive_size: archiveResult.archiveSize,
policy_id: policy.policy_id,
archive_location: archiveResult.archiveLocation,
checksum: archiveResult.checksum,
compliance_info: {
legal_hold_checked: this.config.compliance.legalHoldSupport,
gdpr_compliant: policy.compliance_settings.gdpr_applicable,
audit_trail: archiveResult.auditTrail
}
});
// Log execution in audit trail
await this.logExecutionAudit({
operation_id: operationId,
operation_type: 'archive',
collection_name: collectionName,
policy_id: policy.policy_id,
execution_timestamp: new Date(),
records_processed: archiveResult.recordsArchived,
execution_duration_ms: Date.now() - startTime,
status: 'success',
performance_metrics: archiveResult.performanceMetrics
});
console.log(`Data archiving completed successfully for ${collectionName}`);
return {
success: true,
operationId,
recordsArchived: archiveResult.recordsArchived,
archiveSize: archiveResult.archiveSize,
executionTime: Date.now() - startTime
};
} catch (error) {
console.error(`Error during data archiving for ${collectionName}:`, error);
// Log error in audit trail
await this.logExecutionAudit({
operation_id: operationId,
operation_type: 'archive',
collection_name: collectionName,
policy_id: policy?.policy_id,
execution_timestamp: new Date(),
execution_duration_ms: Date.now() - startTime,
status: 'error',
error_message: error.message
});
throw error;
}
}
async executeBatchArchiving(sourceCollection, archiveQuery, policy, operationId, options) {
console.log('Executing batch archiving with performance optimization...');
const batchSize = policy.archive_settings.batch_size;
const archiveLocation = await this.prepareArchiveLocation(operationId, policy);
let totalArchived = 0;
let totalSize = 0;
let batchNumber = 0;
const auditTrail = [];
const performanceMetrics = {
avgBatchTime: 0,
maxBatchTime: 0,
totalBatches: 0,
throughputRecordsPerSecond: 0
};
// Create cursor with optimization hints
const cursor = sourceCollection.find(archiveQuery)
.sort({ [policy.archive_settings.sort_optimization]: 1 })
.batchSize(batchSize);
// Add index hint if specified
if (policy.archive_settings.index_hints.length > 0) {
cursor.hint(policy.archive_settings.index_hints[0]);
}
let batch = [];
let batchStartTime = Date.now();
for await (const document of cursor) {
batch.push(document);
// Process batch when full
if (batch.length >= batchSize) {
const batchResult = await this.processBatch(
batch,
archiveLocation,
policy,
batchNumber,
operationId
);
const batchTime = Date.now() - batchStartTime;
performanceMetrics.avgBatchTime = (performanceMetrics.avgBatchTime * batchNumber + batchTime) / (batchNumber + 1);
performanceMetrics.maxBatchTime = Math.max(performanceMetrics.maxBatchTime, batchTime);
totalArchived += batchResult.recordsProcessed;
totalSize += batchResult.batchSize;
batchNumber++;
auditTrail.push({
batch_number: batchNumber,
records_processed: batchResult.recordsProcessed,
batch_size: batchResult.batchSize,
processing_time_ms: batchTime
});
// Reset batch
batch = [];
batchStartTime = Date.now();
// Throttle to avoid overwhelming the system
if (this.config.performance.throttleDelayMs > 0) {
await new Promise(resolve => setTimeout(resolve, this.config.performance.throttleDelayMs));
}
}
}
// Process final partial batch
if (batch.length > 0) {
const batchResult = await this.processBatch(
batch,
archiveLocation,
policy,
batchNumber,
operationId
);
totalArchived += batchResult.recordsProcessed;
totalSize += batchResult.batchSize;
batchNumber++;
}
// Calculate final performance metrics
performanceMetrics.totalBatches = batchNumber;
performanceMetrics.throughputRecordsPerSecond = totalArchived / ((Date.now() - batchStartTime) / 1000);
// Generate archive checksum for integrity verification
const checksum = await this.generateArchiveChecksum(archiveLocation, totalArchived);
console.log(`Batch archiving completed: ${totalArchived} records in ${batchNumber} batches`);
return {
recordsArchived: totalArchived,
archiveSize: totalSize,
archiveLocation,
checksum,
auditTrail,
performanceMetrics
};
}
async processBatch(batch, archiveLocation, policy, batchNumber, operationId) {
const batchStartTime = Date.now();
// Apply data transformations if needed (PII anonymization, etc.)
const processedBatch = await this.applyDataTransformations(batch, policy);
// Store batch based on configured storage type
let batchSize;
switch (this.config.archiveStorage.type) {
case 'mongodb':
batchSize = await this.storeBatchToMongoDB(processedBatch, archiveLocation);
break;
case 'gridfs':
batchSize = await this.storeBatchToGridFS(processedBatch, archiveLocation, batchNumber);
break;
case 's3':
batchSize = await this.storeBatchToS3(processedBatch, archiveLocation, batchNumber);
break;
case 'filesystem':
batchSize = await this.storeBatchToFileSystem(processedBatch, archiveLocation, batchNumber);
break;
default:
throw new Error(`Unsupported archive storage type: ${this.config.archiveStorage.type}`);
}
// Remove archived documents from source collection
const documentIds = batch.map(doc => doc._id);
const deleteResult = await this.db.collection(policy.collection_name).deleteMany({
_id: { $in: documentIds }
});
console.log(`Batch ${batchNumber}: archived ${batch.length} records, size: ${batchSize} bytes`);
return {
recordsProcessed: batch.length,
batchSize,
deletedRecords: deleteResult.deletedCount,
processingTime: Date.now() - batchStartTime
};
}
async applyDataTransformations(batch, policy) {
if (!policy.compliance_settings.pii_fields.length &&
!Object.keys(policy.compliance_settings.anonymization_rules).length) {
return batch; // No transformations needed
}
console.log('Applying data transformations for compliance...');
return batch.map(document => {
let processedDoc = { ...document };
// Apply PII field anonymization
policy.compliance_settings.pii_fields.forEach(field => {
if (processedDoc[field]) {
processedDoc[field] = this.anonymizeField(processedDoc[field], field);
}
});
// Apply custom anonymization rules
Object.entries(policy.compliance_settings.anonymization_rules).forEach(([field, rule]) => {
if (processedDoc[field]) {
processedDoc[field] = this.applyAnonymizationRule(processedDoc[field], rule);
}
});
// Add transformation metadata
processedDoc._archive_metadata = {
original_id: document._id,
archived_at: new Date(),
transformations_applied: [
...policy.compliance_settings.pii_fields.map(field => `pii_anonymization:${field}`),
...Object.keys(policy.compliance_settings.anonymization_rules).map(field => `custom_rule:${field}`)
]
};
return processedDoc;
});
}
async storeBatchToMongoDB(batch, archiveLocation) {
const archiveCollection = this.db.collection(archiveLocation);
const insertResult = await archiveCollection.insertMany(batch, {
ordered: false,
writeConcern: { w: 'majority', j: true }
});
return JSON.stringify(batch).length; // Approximate size
}
async storeBatchToGridFS(batch, archiveLocation, batchNumber) {
const fileName = `${archiveLocation}_batch_${batchNumber.toString().padStart(6, '0')}.json`;
const batchData = JSON.stringify(batch);
if (this.config.archiveStorage.compression === 'gzip') {
const compressedData = await promisify(zlib.gzip)(batchData);
const uploadStream = this.gridFSBucket.openUploadStream(`${fileName}.gz`, {
metadata: {
batch_number: batchNumber,
record_count: batch.length,
compression: 'gzip',
archived_at: new Date()
}
});
uploadStream.end(compressedData);
return compressedData.length;
} else {
const uploadStream = this.gridFSBucket.openUploadStream(fileName, {
metadata: {
batch_number: batchNumber,
record_count: batch.length,
archived_at: new Date()
}
});
uploadStream.end(Buffer.from(batchData));
return batchData.length;
}
}
async storeBatchToS3(batch, archiveLocation, batchNumber) {
if (!this.s3Client) {
throw new Error('S3 client not configured for archive storage');
}
const key = `${archiveLocation}/batch_${batchNumber.toString().padStart(6, '0')}.json`;
let data = JSON.stringify(batch);
if (this.config.archiveStorage.compression === 'gzip') {
data = await promisify(zlib.gzip)(data);
}
const putCommand = new PutObjectCommand({
Bucket: this.config.archiveStorage.location,
Key: key,
Body: data,
ContentType: 'application/json',
ContentEncoding: this.config.archiveStorage.compression === 'gzip' ? 'gzip' : undefined,
Metadata: {
batch_number: batchNumber.toString(),
record_count: batch.length.toString(),
archived_at: new Date().toISOString()
}
});
await this.s3Client.send(putCommand);
return data.length;
}
async setupAutomaticDataDeletion(collectionName, options = {}) {
console.log(`Setting up automatic data deletion for: ${collectionName}`);
const policy = this.retentionPolicies.get(collectionName);
if (!policy) {
throw new Error(`No retention policy found for collection: ${collectionName}`);
}
// Use MongoDB TTL index for automatic deletion where possible
const collection = this.db.collection(collectionName);
// Create TTL index based on retention policy
const ttlSeconds = policy.retention_phases.delete_after_days * 24 * 60 * 60;
try {
await collection.createIndex(
{ [policy.date_field]: 1 },
{
expireAfterSeconds: ttlSeconds,
background: true,
name: `ttl_${policy.date_field}_${ttlSeconds}s`
}
);
console.log(`TTL index created for automatic deletion: ${ttlSeconds} seconds`);
// Update policy to track TTL index usage
await this.db.collection('data_retention_policies').updateOne(
{ collection_name: collectionName },
{
$set: {
'deletion_settings.ttl_enabled': true,
'deletion_settings.ttl_seconds': ttlSeconds,
'deletion_settings.ttl_field': policy.date_field
}
}
);
return { success: true, ttlSeconds, indexName: `ttl_${policy.date_field}_${ttlSeconds}s` };
} catch (error) {
console.error('Error setting up TTL index:', error);
throw error;
}
}
async retrieveArchivedData(archiveId, query = {}, options = {}) {
console.log(`Retrieving archived data for archive ID: ${archiveId}`);
// Get archive metadata
const archiveMetadata = await this.db.collection('archive_metadata')
.findOne({ archive_id: archiveId });
if (!archiveMetadata) {
throw new Error(`Archive not found: ${archiveId}`);
}
const { limit = 100, skip = 0, projection = {} } = options;
let retrievedData = [];
// Retrieve data based on storage type
switch (this.config.archiveStorage.type) {
case 'mongodb':
const archiveCollection = this.db.collection(archiveMetadata.archive_location);
retrievedData = await archiveCollection
.find(query, { projection })
.skip(skip)
.limit(limit)
.toArray();
break;
case 'gridfs':
retrievedData = await this.retrieveFromGridFS(archiveMetadata, query, options);
break;
case 's3':
retrievedData = await this.retrieveFromS3(archiveMetadata, query, options);
break;
default:
throw new Error(`Archive retrieval not supported for storage type: ${this.config.archiveStorage.type}`);
}
// Log retrieval for audit purposes
await this.logExecutionAudit({
operation_id: this.generateOperationId(),
operation_type: 'retrieve',
archive_id: archiveId,
execution_timestamp: new Date(),
records_retrieved: retrievedData.length,
retrieval_query: query,
status: 'success'
});
return {
archiveMetadata,
data: retrievedData,
totalRecords: archiveMetadata.record_count,
retrievedCount: retrievedData.length
};
}
async generateComplianceReport(collectionName, options = {}) {
console.log(`Generating compliance report for: ${collectionName}`);
const {
startDate = new Date(Date.now() - 365 * 24 * 60 * 60 * 1000), // 1 year ago
endDate = new Date(),
includeMetrics = true,
includeAuditTrail = true
} = options;
const policy = this.retentionPolicies.get(collectionName);
if (!policy) {
throw new Error(`No retention policy found for collection: ${collectionName}`);
}
// Collect compliance data
const complianceData = {
collection_name: collectionName,
policy_id: policy.policy_id,
report_generated_at: new Date(),
reporting_period: { start: startDate, end: endDate },
// Policy compliance status
policy_compliance: {
policy_enabled: policy.execution_settings.policy_enabled,
gdpr_compliant: policy.compliance_settings.gdpr_applicable,
legal_hold_support: this.config.compliance.legalHoldSupport,
audit_level: policy.compliance_settings.audit_level
},
// Archive operations summary
archive_summary: await this.getArchiveSummary(collectionName, startDate, endDate),
// Current data status
data_status: await this.getCurrentDataStatus(collectionName, policy)
};
if (includeMetrics) {
complianceData.performance_metrics = await this.getPerformanceMetrics(collectionName, startDate, endDate);
}
if (includeAuditTrail) {
complianceData.audit_trail = await this.getAuditTrail(collectionName, startDate, endDate);
}
// Check for any compliance issues
complianceData.compliance_issues = await this.identifyComplianceIssues(collectionName, policy);
return complianceData;
}
async loadRetentionPolicies() {
const policies = await this.db.collection('data_retention_policies')
.find({ 'execution_settings.policy_enabled': true })
.toArray();
policies.forEach(policy => {
this.retentionPolicies.set(policy.collection_name, policy);
});
console.log(`Loaded ${policies.length} retention policies`);
}
generatePolicyId() {
return `policy_${Date.now()}_${Math.random().toString(36).substr(2, 9)}`;
}
generateOperationId() {
return `op_${Date.now()}_${Math.random().toString(36).substr(2, 9)}`;
}
anonymizeField(value, fieldType) {
// Simple anonymization - in production, use proper anonymization libraries
if (typeof value === 'string') {
if (fieldType.includes('email')) {
return '[email protected]';
} else if (fieldType.includes('name')) {
return 'ANONYMIZED';
} else {
return '***REDACTED***';
}
}
return null;
}
async createArchiveMetadata(metadata) {
return await this.db.collection('archive_metadata').insertOne(metadata);
}
async logExecutionAudit(auditRecord) {
if (this.config.compliance.auditLogging) {
return await this.db.collection('lifecycle_execution_audit').insertOne(auditRecord);
}
}
}
// Benefits of MongoDB Data Lifecycle Management:
// - Automated retention policy enforcement with minimal manual intervention
// - Flexible storage tiering supporting MongoDB, GridFS, S3, and filesystem storage
// - Built-in compliance features including legal hold support and audit trails
// - Performance-optimized batch processing with throttling and memory management
// - Comprehensive data transformation capabilities for PII protection and anonymization
// - TTL index integration for automatic deletion without application logic
// - Real-time monitoring and alerting for policy execution and compliance status
// - Scalable architecture supporting large-scale data archiving operations
// - Integrated backup and recovery capabilities for archived data
// - SQL-compatible lifecycle management operations through QueryLeaf integration
module.exports = {
MongoDataLifecycleManager
};
Understanding MongoDB Data Lifecycle Architecture
Advanced Archiving Strategies and Compliance Management
Implement sophisticated data lifecycle policies with enterprise-grade compliance and automation:
// Production-ready data lifecycle automation with enterprise compliance features
class EnterpriseDataLifecycleManager extends MongoDataLifecycleManager {
constructor(connectionUri, enterpriseConfig) {
super(connectionUri, enterpriseConfig);
this.enterpriseFeatures = {
// Advanced compliance management
complianceIntegration: {
gdprAutomation: true,
legalHoldWorkflows: true,
auditTrailEncryption: true,
regulatoryReporting: true,
dataSubjectRequests: true
},
// Enterprise storage integration
storageIntegration: {
multiTierStorage: true,
cloudStorageIntegration: true,
compressionOptimization: true,
encryptionAtRest: true,
geographicReplication: true
},
// Advanced automation
automationCapabilities: {
mlPredictiveArchiving: true,
workloadOptimization: true,
costOptimization: true,
capacityPlanning: true,
performanceTuning: true
}
};
this.initializeEnterpriseFeatures();
}
async implementIntelligentArchiving(collectionName, options = {}) {
console.log('Implementing intelligent archiving with machine learning optimization...');
const archivingStrategy = {
// Predictive analysis for optimal archiving timing
predictiveModeling: {
accessPatternAnalysis: true,
queryFrequencyPrediction: true,
storageOptimization: true,
performanceImpactMinimization: true
},
// Cost-optimized storage tiering
costOptimization: {
automaticTierSelection: true,
compressionOptimization: true,
geographicOptimization: true,
providerOptimization: true
},
// Performance-aware archiving
performanceOptimization: {
nonBlockingArchiving: true,
priorityBasedProcessing: true,
resourceThrottling: true,
systemImpactMinimization: true
}
};
return await this.deployIntelligentArchiving(collectionName, archivingStrategy, options);
}
async setupAdvancedComplianceWorkflows(complianceConfig) {
console.log('Setting up advanced compliance workflows...');
const complianceWorkflows = {
// GDPR compliance automation
gdprCompliance: {
dataSubjectRequestHandling: true,
rightToErasureAutomation: true,
dataPortabilitySupport: true,
consentManagement: true,
breachNotificationIntegration: true
},
// Industry-specific compliance
industryCompliance: {
soxCompliance: complianceConfig.sox || false,
hipaaCompliance: complianceConfig.hipaa || false,
pciDssCompliance: complianceConfig.pciDss || false,
iso27001Compliance: complianceConfig.iso27001 || false
},
// Legal hold management
legalHoldManagement: {
automaticHoldEnforcement: true,
holdNotificationWorkflows: true,
custodyChainTracking: true,
releaseAutomation: true
}
};
return await this.deployComplianceWorkflows(complianceWorkflows);
}
}
SQL-Style Data Lifecycle Management with QueryLeaf
QueryLeaf provides familiar SQL syntax for MongoDB data archiving and lifecycle management:
-- QueryLeaf data lifecycle management with SQL-familiar patterns for MongoDB
-- Define comprehensive data retention policy with advanced features
CREATE RETENTION_POLICY order_data_lifecycle AS (
-- Target collection and identification
collection_name = 'orders',
policy_enabled = true,
-- Retention phases with flexible timing
active_retention_days = 365, -- Keep in active storage for 1 year
archive_after_days = 730, -- Archive after 2 years
cold_storage_after_days = 1825, -- Move to cold storage after 5 years
delete_after_days = 2555, -- Delete after 7 years (regulatory requirement)
-- Data identification and filtering
date_field = 'order_date',
additional_filters = JSON_BUILD_OBJECT(
'status', JSON_BUILD_ARRAY('completed', 'shipped', 'delivered'),
'total_amount', JSON_BUILD_OBJECT('$gt', 0)
),
-- Exclude from archiving (VIP customers, ongoing disputes, etc.)
exclusion_criteria = JSON_BUILD_OBJECT(
'$or', JSON_BUILD_ARRAY(
JSON_BUILD_OBJECT('customer_tier', 'vip'),
JSON_BUILD_OBJECT('dispute_status', 'active'),
JSON_BUILD_OBJECT('legal_hold', true)
)
),
-- Archive storage configuration
archive_storage_type = 'gridfs',
compression_enabled = true,
encryption_required = false,
batch_size = 1000,
-- Performance optimization
index_hints = JSON_BUILD_ARRAY('order_date_status_idx', 'customer_id_idx'),
sort_field = 'order_date',
memory_limit = '512M',
max_execution_time_minutes = 180,
-- Compliance settings
gdpr_applicable = true,
legal_hold_exempt = false,
audit_level = 'detailed',
pii_fields = JSON_BUILD_ARRAY('customer_email', 'billing_address', 'shipping_address'),
-- Automation configuration
execution_schedule = '0 2 * * 0', -- Weekly on Sunday at 2 AM
failure_retry_attempts = 3,
notification_enabled = true,
-- Business metadata
business_justification = 'Regulatory compliance and performance optimization',
data_owner = 'sales_operations_team',
policy_version = '2.1'
);
-- Advanced customer data retention with PII protection
CREATE RETENTION_POLICY customer_data_lifecycle AS (
collection_name = 'customers',
policy_enabled = true,
-- GDPR-compliant retention periods
active_retention_days = 1095, -- 3 years active retention
archive_after_days = 1825, -- Archive after 5 years
delete_after_days = 2555, -- Delete after 7 years
date_field = 'last_activity_date',
-- PII anonymization before archiving
pii_protection = JSON_BUILD_OBJECT(
'anonymize_before_archive', true,
'pii_fields', JSON_BUILD_ARRAY(
'email', 'phone', 'address', 'birth_date', 'social_security_number'
),
'anonymization_method', 'hash_with_salt'
),
-- Data subject request handling
gdpr_compliance = JSON_BUILD_OBJECT(
'right_to_erasure_enabled', true,
'data_portability_enabled', true,
'consent_tracking_required', true,
'processing_lawfulness_basis', 'legitimate_interest'
),
archive_storage_type = 's3',
s3_configuration = JSON_BUILD_OBJECT(
'bucket', 'customer-data-archives',
'storage_class', 'STANDARD_IA',
'encryption', 'AES256'
)
);
-- Execute data archiving with comprehensive monitoring
WITH archiving_execution AS (
SELECT
collection_name,
policy_id,
-- Calculate records eligible for archiving
(SELECT COUNT(*)
FROM orders
WHERE order_date < CURRENT_DATE - INTERVAL '2 years'
AND status IN ('completed', 'shipped', 'delivered')
AND total_amount > 0
AND NOT (customer_tier = 'vip' OR dispute_status = 'active' OR legal_hold = true)
) as eligible_records,
-- Estimate archive size and processing time
(SELECT
ROUND(AVG(LENGTH(to_jsonb(o)::text))::numeric, 0) * COUNT(*) / 1024 / 1024
FROM orders o
WHERE order_date < CURRENT_DATE - INTERVAL '2 years'
) as estimated_archive_size_mb,
-- Performance projections
CASE
WHEN eligible_records > 100000 THEN 'large_dataset_optimization_required'
WHEN eligible_records > 10000 THEN 'standard_optimization_recommended'
ELSE 'minimal_optimization_needed'
END as performance_category,
-- Compliance checks
CASE
WHEN EXISTS (
SELECT 1 FROM legal_hold_registry
WHERE collection_name = 'orders'
AND hold_status = 'active'
) THEN 'legal_hold_active_check_required'
ELSE 'cleared_for_archiving'
END as compliance_status
FROM data_retention_policies
WHERE collection_name = 'orders'
AND policy_enabled = true
),
-- Execute archiving with batch processing and monitoring
archiving_results AS (
EXECUTE_ARCHIVING(
collection_name => 'orders',
-- Batch processing configuration
batch_processing => JSON_BUILD_OBJECT(
'batch_size', 1000,
'max_concurrent_batches', 3,
'throttle_delay_ms', 10,
'memory_limit_per_batch', '100M'
),
-- Performance optimization
performance_options => JSON_BUILD_OBJECT(
'use_index_hints', true,
'parallel_processing', true,
'compression_level', 'standard',
'checksum_validation', true
),
-- Archive destination
archive_destination => JSON_BUILD_OBJECT(
'storage_type', 'gridfs',
'bucket_name', 'order_archives',
'naming_pattern', 'orders_archive_{year}_{month}_{batch}',
'metadata_tags', JSON_BUILD_OBJECT(
'department', 'sales',
'retention_policy', 'order_data_lifecycle',
'compliance_level', 'standard'
)
),
-- Compliance and audit settings
compliance_settings => JSON_BUILD_OBJECT(
'audit_logging', 'detailed',
'pii_anonymization', false, -- Orders don't contain direct PII
'legal_hold_check', true,
'gdpr_processing_log', true
)
)
)
SELECT
ae.collection_name,
ae.eligible_records,
ae.estimated_archive_size_mb,
ae.performance_category,
ae.compliance_status,
-- Archiving execution results
ar.operation_id,
ar.records_archived,
ar.archive_size_actual_mb,
ar.execution_time_seconds,
ar.batches_processed,
-- Performance metrics
ROUND(ar.records_archived::numeric / ar.execution_time_seconds, 2) as records_per_second,
ROUND(ar.archive_size_actual_mb::numeric / ar.execution_time_seconds, 3) as mb_per_second,
-- Compliance verification
ar.compliance_checks_passed,
ar.audit_trail_id,
ar.archive_location,
ar.checksum_verified,
-- Success indicators
CASE
WHEN ar.records_archived = ae.eligible_records THEN 'complete_success'
WHEN ar.records_archived > ae.eligible_records * 0.95 THEN 'successful_with_minor_issues'
WHEN ar.records_archived > 0 THEN 'partial_success_requires_review'
ELSE 'failed_requires_investigation'
END as execution_status,
-- Recommendations for optimization
CASE
WHEN ar.records_per_second < 10 THEN 'consider_batch_size_increase'
WHEN ar.execution_time_seconds > 3600 THEN 'consider_parallel_processing_increase'
WHEN ar.archive_size_actual_mb > ae.estimated_archive_size_mb * 1.5 THEN 'investigate_compression_efficiency'
ELSE 'performance_within_expected_parameters'
END as optimization_recommendation
FROM archiving_execution ae
CROSS JOIN archiving_results ar;
-- Monitor archiving operations with real-time dashboard
WITH current_archiving_operations AS (
SELECT
operation_id,
collection_name,
policy_id,
operation_type,
started_at,
-- Progress tracking
records_processed,
estimated_total_records,
ROUND((records_processed::numeric / estimated_total_records) * 100, 1) as progress_percentage,
-- Performance monitoring
EXTRACT(SECONDS FROM CURRENT_TIMESTAMP - started_at) as elapsed_seconds,
ROUND(records_processed::numeric / EXTRACT(SECONDS FROM CURRENT_TIMESTAMP - started_at), 2) as current_throughput,
-- Resource utilization
memory_usage_mb,
cpu_utilization_percent,
io_operations_per_second,
-- Status indicators
operation_status,
error_count,
last_error_message,
-- ETA calculation
CASE
WHEN records_processed > 0 AND operation_status = 'running' THEN
CURRENT_TIMESTAMP +
(INTERVAL '1 second' *
((estimated_total_records - records_processed) /
(records_processed::numeric / EXTRACT(SECONDS FROM CURRENT_TIMESTAMP - started_at))))
ELSE NULL
END as estimated_completion_time
FROM lifecycle_operation_status
WHERE operation_status IN ('running', 'paused', 'starting')
),
-- Historical performance analysis
archiving_performance_trends AS (
SELECT
DATE_TRUNC('day', execution_timestamp) as execution_date,
collection_name,
-- Daily aggregated metrics
COUNT(*) as operations_executed,
SUM(records_processed) as total_records_archived,
AVG(execution_duration_seconds) as avg_execution_time,
AVG(records_processed::numeric / execution_duration_seconds) as avg_throughput,
-- Success rate tracking
COUNT(*) FILTER (WHERE status = 'success') as successful_operations,
ROUND(
(COUNT(*) FILTER (WHERE status = 'success')::numeric / COUNT(*)) * 100, 1
) as success_rate_percent,
-- Resource efficiency metrics
AVG(archive_size_mb::numeric / execution_duration_seconds) as avg_mb_per_second,
AVG(memory_peak_usage_mb) as avg_peak_memory_usage,
-- Trend indicators
LAG(SUM(records_processed)) OVER (
PARTITION BY collection_name
ORDER BY DATE_TRUNC('day', execution_timestamp)
) as previous_day_records,
LAG(AVG(records_processed::numeric / execution_duration_seconds)) OVER (
PARTITION BY collection_name
ORDER BY DATE_TRUNC('day', execution_timestamp)
) as previous_day_throughput
FROM lifecycle_execution_audit
WHERE execution_timestamp >= CURRENT_DATE - INTERVAL '30 days'
AND operation_type = 'archive'
GROUP BY DATE_TRUNC('day', execution_timestamp), collection_name
),
-- Data retention compliance dashboard
retention_compliance_status AS (
SELECT
drp.collection_name,
drp.policy_id,
drp.policy_enabled,
-- Current data status
(SELECT COUNT(*) FROM INFORMATION_SCHEMA.COLLECTIONS
WHERE collection_name = drp.collection_name) as active_record_count,
-- Retention phase analysis
CASE
WHEN drp.active_retention_days IS NOT NULL THEN
(SELECT COUNT(*)
FROM dynamic_collection_query(drp.collection_name)
WHERE date_field_value < CURRENT_DATE - (drp.active_retention_days || ' days')::INTERVAL)
ELSE 0
END as records_past_active_retention,
CASE
WHEN drp.archive_after_days IS NOT NULL THEN
(SELECT COUNT(*)
FROM dynamic_collection_query(drp.collection_name)
WHERE date_field_value < CURRENT_DATE - (drp.archive_after_days || ' days')::INTERVAL)
ELSE 0
END as records_ready_for_archive,
CASE
WHEN drp.delete_after_days IS NOT NULL THEN
(SELECT COUNT(*)
FROM dynamic_collection_query(drp.collection_name)
WHERE date_field_value < CURRENT_DATE - (drp.delete_after_days || ' days')::INTERVAL)
ELSE 0
END as records_past_deletion_date,
-- Compliance indicators
CASE
WHEN records_past_deletion_date > 0 THEN 'non_compliant_immediate_attention'
WHEN records_ready_for_archive > 10000 THEN 'compliance_risk_action_needed'
WHEN records_past_active_retention > active_record_count * 0.3 THEN 'optimization_opportunity'
ELSE 'compliant'
END as compliance_status,
-- Archive statistics
(SELECT COUNT(*) FROM archive_metadata WHERE source_collection = drp.collection_name) as total_archives_created,
(SELECT SUM(record_count) FROM archive_metadata WHERE source_collection = drp.collection_name) as total_records_archived,
(SELECT MAX(archive_date) FROM archive_metadata WHERE source_collection = drp.collection_name) as last_archive_date,
-- Next scheduled execution
drp.next_execution_scheduled,
EXTRACT(HOURS FROM drp.next_execution_scheduled - CURRENT_TIMESTAMP) as hours_until_next_execution
FROM data_retention_policies drp
WHERE drp.policy_enabled = true
)
SELECT
-- Current operations status
'ACTIVE_OPERATIONS' as section,
JSON_AGG(
JSON_BUILD_OBJECT(
'operation_id', cao.operation_id,
'collection', cao.collection_name,
'progress', cao.progress_percentage || '%',
'throughput', cao.current_throughput || ' rec/sec',
'eta', cao.estimated_completion_time,
'status', cao.operation_status
)
) as current_operations
FROM current_archiving_operations cao
WHERE cao.operation_status = 'running'
UNION ALL
SELECT
-- Performance trends
'PERFORMANCE_TRENDS' as section,
JSON_AGG(
JSON_BUILD_OBJECT(
'date', apt.execution_date,
'collection', apt.collection_name,
'records_archived', apt.total_records_archived,
'avg_throughput', apt.avg_throughput || ' rec/sec',
'success_rate', apt.success_rate_percent || '%',
'trend', CASE
WHEN apt.avg_throughput > apt.previous_day_throughput * 1.1 THEN 'improving'
WHEN apt.avg_throughput < apt.previous_day_throughput * 0.9 THEN 'declining'
ELSE 'stable'
END
)
) as performance_data
FROM archiving_performance_trends apt
WHERE apt.execution_date >= CURRENT_DATE - INTERVAL '7 days'
UNION ALL
SELECT
-- Compliance status
'COMPLIANCE_STATUS' as section,
JSON_AGG(
JSON_BUILD_OBJECT(
'collection', rcs.collection_name,
'compliance_status', rcs.compliance_status,
'active_records', rcs.active_record_count,
'ready_for_archive', rcs.records_ready_for_archive,
'past_deletion_date', rcs.records_past_deletion_date,
'last_archive', rcs.last_archive_date,
'next_execution', rcs.hours_until_next_execution || ' hours',
'total_archived', rcs.total_records_archived
)
) as compliance_data
FROM retention_compliance_status rcs;
-- Advanced archive data retrieval with query optimization
WITH archive_query_optimization AS (
SELECT
archive_id,
source_collection,
archive_date,
record_count,
archive_size_mb,
storage_type,
archive_location,
-- Query complexity assessment
CASE
WHEN record_count > 1000000 THEN 'complex_query_optimization_required'
WHEN record_count > 100000 THEN 'standard_optimization_recommended'
ELSE 'direct_query_suitable'
END as query_complexity,
-- Storage access strategy
CASE storage_type
WHEN 'mongodb' THEN 'direct_collection_access'
WHEN 'gridfs' THEN 'streaming_batch_retrieval'
WHEN 's3' THEN 'cloud_storage_download_and_parse'
ELSE 'custom_retrieval_strategy'
END as retrieval_strategy
FROM archive_metadata
WHERE source_collection = 'orders'
AND archive_date >= CURRENT_DATE - INTERVAL '1 year'
)
-- Execute optimized archive data retrieval
SELECT
RETRIEVE_ARCHIVED_DATA(
archive_id => aqo.archive_id,
-- Query parameters
query_filter => JSON_BUILD_OBJECT(
'customer_id', '507f1f77bcf86cd799439011',
'total_amount', JSON_BUILD_OBJECT('$gte', 100),
'order_date', JSON_BUILD_OBJECT(
'$gte', '2023-01-01',
'$lte', '2023-12-31'
)
),
-- Retrieval optimization
retrieval_options => JSON_BUILD_OBJECT(
'batch_size', CASE
WHEN aqo.query_complexity = 'complex_query_optimization_required' THEN 100
WHEN aqo.query_complexity = 'standard_optimization_recommended' THEN 500
ELSE 1000
END,
'parallel_processing', aqo.query_complexity != 'direct_query_suitable',
'result_streaming', aqo.record_count > 10000,
'compression_handling', 'automatic'
),
-- Performance settings
performance_limits => JSON_BUILD_OBJECT(
'max_execution_time_seconds', 300,
'memory_limit_mb', 256,
'max_results', 10000
)
) as retrieval_results
FROM archive_query_optimization aqo
WHERE aqo.archive_id IN (
SELECT archive_id
FROM archive_metadata
WHERE source_collection = 'orders'
ORDER BY archive_date DESC
LIMIT 5
);
-- QueryLeaf data lifecycle management features:
-- 1. SQL-familiar syntax for MongoDB data retention policy definition
-- 2. Automated archiving execution with batch processing and performance optimization
-- 3. Comprehensive compliance management including GDPR, legal holds, and audit trails
-- 4. Real-time monitoring dashboard for archiving operations and performance metrics
-- 5. Advanced archive data retrieval with query optimization and result streaming
-- 6. Intelligent data lifecycle automation with predictive analysis capabilities
-- 7. Multi-tier storage integration supporting MongoDB, GridFS, S3, and custom storage
-- 8. Performance-aware processing with resource throttling and system impact minimization
-- 9. Enterprise compliance workflows with automated reporting and alert generation
-- 10. Cost optimization strategies with intelligent storage tiering and compression
Best Practices for MongoDB Data Lifecycle Management
Archiving Strategy Design
Essential principles for effective MongoDB data archiving and lifecycle management:
- Policy-Driven Approach: Define comprehensive retention policies based on business requirements, regulatory compliance, and performance optimization goals
- Performance Optimization: Implement batch processing, indexing strategies, and resource throttling to minimize impact on production systems
- Compliance Integration: Build automated compliance workflows that address regulatory requirements like GDPR, HIPAA, and industry-specific standards
- Storage Optimization: Utilize multi-tier storage strategies with compression, encryption, and geographic distribution for cost and performance optimization
- Monitoring and Alerting: Deploy comprehensive monitoring systems that track archiving performance, compliance status, and operational health
- Recovery Planning: Design archive retrieval processes that support both routine access and emergency recovery scenarios
Production Deployment Strategies
Optimize MongoDB data lifecycle management for enterprise-scale requirements:
- Automated Execution: Implement scheduled archiving processes with intelligent failure recovery and retry mechanisms
- Resource Management: Configure memory limits, CPU throttling, and I/O optimization to prevent system impact during archiving operations
- Compliance Automation: Deploy automated compliance reporting, audit trail generation, and regulatory requirement enforcement
- Cost Optimization: Implement intelligent storage tiering that automatically moves data to appropriate storage classes based on access patterns
- Performance Monitoring: Monitor archiving throughput, resource utilization, and system performance to optimize operations
- Security Integration: Ensure data encryption, access controls, and audit logging meet enterprise security requirements
Conclusion
MongoDB data lifecycle management provides comprehensive capabilities for automated data archiving, compliance enforcement, and performance optimization that scale from simple retention policies to enterprise-wide governance programs. The flexible document-based architecture and built-in lifecycle features enable sophisticated archiving strategies that adapt to changing business requirements while maintaining operational efficiency.
Key MongoDB Data Lifecycle Management benefits include:
- Automated Governance: Policy-driven data lifecycle management with minimal manual intervention and maximum compliance assurance
- Performance Optimization: Intelligent archiving processes that maintain production system performance while managing large-scale data movement
- Compliance Excellence: Built-in support for regulatory requirements including GDPR, industry standards, and legal hold management
- Cost Efficiency: Multi-tier storage strategies with automated optimization that reduce storage costs while maintaining data accessibility
- Operational Simplicity: Streamlined management processes that reduce administrative overhead while ensuring data governance
- Scalable Architecture: Enterprise-ready capabilities that support growing data volumes and evolving compliance requirements
Whether you're building regulatory compliance systems, optimizing database performance, managing storage costs, or implementing enterprise data governance, MongoDB's data lifecycle management capabilities with QueryLeaf's familiar SQL interface provide the foundation for comprehensive, automated data archiving at scale.
QueryLeaf Integration: QueryLeaf automatically translates SQL-style data lifecycle management commands into optimized MongoDB operations, providing familiar retention policy syntax, archiving execution commands, and compliance reporting queries. Advanced lifecycle management patterns, performance optimization, and regulatory compliance workflows are seamlessly accessible through familiar SQL constructs, making sophisticated data governance both powerful and approachable for SQL-oriented operations teams.
The combination of MongoDB's flexible data lifecycle capabilities with SQL-style governance operations makes it an ideal platform for modern data management applications that require both comprehensive archiving functionality and operational simplicity, ensuring your data governance programs can scale efficiently while meeting evolving regulatory and business requirements.