StoragePoint 6.0 - Reference Guide

Metadata Change Rule Conditions

1.From the New Archiving Rule page, click the Metadata Change Rule option.

2.Click the New Condition link.

3.From the Select a Property dropdown, choose system or user-defined property. The selections in this dropdown list will change based on the scope selection made on the Archiving Rule dialog.

oIf the scope is broader than a list or library, there will be a More... option in the Property field. Click this option to populate custom fields, and then select the field. If the scope is a list or library, custom fields will populate automatically.

4.The Select an Operator and Enter/Select a Value fields will update accordingly. Select an Operator from the 1st dropdown and Enter/Select a value in the provided input control.

5.Select the archive endpoint from the dropdown or click New or Edit as needed. See Creating a New Storage Endpoint for steps.

6.Click OK. (Click Cancel to return to the New Archiving Rule page without saving changes.)

7.The New Archiving Rule page is displayed.

8.Click New Condition to add additional rules or click OK to return to the Archiving Configuration page once all of the rules are configured.

9.Click Save on the Archiving Configuration page once all rules are created.

Archiving Existing Content

When Save is clicked on the Profile page after archiving rules have been created or modified, a Process Existing dialog box displays to begin the migration of existing content, according to the rules that were created. Process existing content for each type of archiving rule individually, or all types of archiving rules.

1.For each type of archiving rule, select the preference for processing existing content.

2.Click the Show link to see the advanced job settings.

3. (Optional) Under the Send Completion Notice To: header:

a.Choose Always or Only when errors occur.

b.Check the Default Notifications Contacts box to have an email sent to the email address entered in General Settings. Note that for this feature to work, the Default Notification field on General Settings must contain a valid email address.

c.In the Additional Contacts box, enter a semi-colon delimited list of other email addresses that should receive the notification.

4.(Optional)  On the on Server dropdown list, select the WFE server to run the job on.

5.(Optional)  Enter the Number of Processing Threads to use during job execution. It will default to one thread per processor core if no value is supplied.

6.Click OK.

Deleting Archiving Rules

Archive rules can be edited or deleted by the farm administrator. To access an archive rule, go to the Storage Profiles page and open the profile.

Navigate to the StoragePoint Archiving Configuration section and expand it.

oClick the rule to edit conditions of the rule.

oOr click the X to delete the rule.

Confirm the deletion. Click Ok to delete the condition or rule.

Records Management

Records Management is a feature that identifies BLOBs to be migrated to a specified endpoint when the item is declared or undeclared as a Record.  BLOBs are migrated when the Content Queue Migrator job is run. Because SharePoint creates a new BLOB when an item is declared a record, the records management features can only be used on asynchronous profiles.

1.Open an existing profile, and navigate to the Records Management section.

2.Select Yes from the Enable Records Management dropdown.

3.Define the scope for the rule by clicking the Change link. Use the URL search field to find a location down to the Site Level, or select the location from the hierarchy displayed in the window.

4.Check the Declared as Record checkbox, and select the endpoint from the dropdown, or create a new endpoint using the New link. An endpoint has to be selected if the feature is enabled and the checkbox is checked.

5.(Optional) Check the Undeclared as Record checkbox, and select the endpoint from the dropdown, or create a new endpoint using the New link.

6.(Optional) To migrate the BLOBs of content that are already declared a record, select Immediate in the Process Existing window, or schedule the job by clicking the Scheduled radio button and defining a date and time for the timer job.

·The Records Management feature is not supported with Synchronous profiles.

·The Process Existing Records option only moves records to the Declared as Record Endpoint; it will not move items that have been undeclared to the Undeclared as Record Endpoint.

·If nothing is configured for Undeclared as a Record, then the BLOB will go through standard externalization rules and go to either an endpoint on the profile or to the content database.

·Once an item is undeclared a record, it will immediately move to the selected endpoint. If an archiving rule is defined for this scope, the item will be migrated to the endpoint based on the archiving rule. Once a document is undeclared a record, it does not get special treatment and is treated like any other item in SharePoint.

·Items that are declared as a record are not subject to StoragePoint archiving rules.

·Items that are declared (or undeclared, if an endpoint is configured) a record, are not subject to externalization filter rules (size, type, hierarchy, etc.).

·Once an item has been declared a record, any subsequent versions or updates will also go to the Declared as Record endpoint.