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Metalogix Archive Manager for Files 8.1.1 - Media Store Administration Guide

Introduction

All your archived emails and their attachment will be kept in the HSM store. Thus the location of the HSM store needs to be a drive with plenty of free space to keep the stored files. The HSM Store is supported on HDD/Jukebox Systems (AMASS, Pegasus, PoINT) / Tivoli / EMC Centera / DVD / CD_ROM / SAN / NetApp / JVC / HP RISS / HP FSE / NAS / Plasmon etc.

In this guide you will be shown how to create different types of MediaStores (HSM stores) and how to configure them by using Configuration tool. Should there be some MediaStores already created, this tool is able to modify an existing MediaStore, delete it, or even connect to a remote computer if a MediaStore is placed there.

Two basic MediaStore types:

·Jukebox, Harddisk, Network

·Simple Path

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NOTE: If you have a harddisk or raid-system, and you do not need directories with a specific size (e.g 5 GB) always use Simple Path store-type.

Following sections contain comprehensive description on how to create these MediaStores and many others.

 

MediaStores

Depending on the MediaStore type you plan to use find the corresponding section in this guide and configure the store accordingly as instructed. First two sections deal with two basic MediaStore types – Jukebox, Harddisk, Network and Simple Path. Then other store types follow. All supported cloud stores are grouped in the Cloud Stores chapter.

“Jukebox, Harddisk, Network” MediaStore

To create this type of MediaStore you basically need the following information: the UNC-path to HDD or a jukebox (AMASS, PEGASUS, or POINT) which is prepared for usage, and a second path if, for security reasons, you want the files to be archived at some other location (i.e. under some other path) as well.

To create a Jukebox, Harddisk or Network MediaStore:

1.Open Archive Manager Configuration.

NOTE: By default Configuration tool can be found under C:\ Program Files (x86) \ Common Files \ PAM \ PAMConfig.

2.In the Configuration tool select the HSM / Stores tabs.

3.You may be prompted to enter the super-user password. Then click OK.

4.Already created stores (and schemas) are listed on the Stores tab. Should you wish to create new one, click the New store / Create option located under the Stores list.

 

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5.In the MediaStore Configuration window select the desired store type from the MediaStore type drop-down (in our case “Jukebox, Harddisk, Network Share”). Then enter the name for your new MediaStore in the Name of the new MediaStore text box. Click Next.

 

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NOTE: If you have a harddisk or raid-system, and you do not need directories with a specific size (e.g 5 GB) always use Simple Path store-type (see “Simple Path MediaStore” section further in this manual).

 

 

6.In the Storage Provider drop-down list select Hard disk or UNC path (in the case that your store will be placed on a hard-disk drive or share).

Or select the appropriate storage provider, i.e. the manufacturer of your jukebox software: Amass (see the NOTE below), Pegasus or PoINT Jukebox Manager.

Please note that some settings available for Harddisk or UNC path may not be applicable to other storage types. (Not applicable settings will be grayed out.)

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NOTE: After Amass is selected as a storage provider and all settings are specified on the current dialog as described further, Amass specific options have to be defined on a special dialog (see the following picture). Amass is Jukebox management software for UNIX. For getting the size of each media there is a command-line-program called “vollist”. The user has to create a batch-file which calls this command on UNIX and creates a file with the result of this command that the store can read. Normally customers do this via a RSH – “remote shell” execute.

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7.Click on the browse button next to the Path of the MediaStore box to choose a location of the desired MediaStore. Click OK.

NOTE: To create a new folder, use the Make New Folder button. Enter the name for this new folder, e.g. HSM and click OK.

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8.Should you wish to archive files simultaneously to some other location as well, select the Activate multiple saving check box. Use the browse button, similarly as above, to specify a second path.

The files will be archived to this second location, too.

NOTE: The second path can be anything that is reachable by a drive-letter or a network share, something accessible with Windows Explorer.

In normal usage the first path is a slow MediaStore (e.g. Pegasus Jukebox), and the second path is a large SAN (e.g. local RAID or Harddisk). For fast access you should use SAN because it is much faster.

 

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9.In the case that you activated multiple saving, click on the down arrow next to the Path of the fast file access path drop-down list and select the faster access path.
 

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10.If you are using NetApp and want to use SnapLock, select the NetApp SnapLock option in the Supports Retention-Times down-drop box to secure the compliancy with law regulations regarding archiving of electronic documents. (e.g. HIPAA, OFRS, COSO etc.)

In case you are using EMC Celerra and you wish to use retention times for your archived files, select EMC Celerra.

Click Next.

 

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11.In the case that you activated multiple saving the following window gets displayed. Here you may configure multi-storing.

The Multiple Saving section:

Should you select the From the media with number check-box, then you may choose from which numbered medium multiple saving was activated.

Should you select the For the last media check box, then you may enter a number which will specify up to which media multiple saving would be done.

 

The Media Switch section:

Should you select the Check and delete oldest medium which was saved multiple times check box the system will check for media which are no longer required to be stored on more than one location and deletes the redundant copies.

In the Action when switching media text box you may enter a command or a batch file that will be executed when switching between media.

In the Maximum time for the action (ms) text box specify a maximum time frame that you want to set for the action.

 

Then click Next.

 

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12.On the following page you need to configure media names. You also need to specify the total number of media in this MediaStore to be used by Archive Manager.

In the Create folder names using down-drop box select whether HSM folders names should be created in lowercase only, uppercase only or standard.

If you select the Create file and folder-names using 8.3 convention check box then the file-name will be truncated to 8 characters and extension to 3 characters, provided that the underlying system doesn’t support long filenames.

 

To specify a prefix for the desired MediaStore use the MediaPrefix text box. You may enter 2 alphanumerical characters. Those characters will be located in front of each of the media along with the respective media number. In our example we chose LS as the media-prefix (as local store), so the name of one of the media would be LS000001.

In the Number of the first medium text box you may specify a number that will be assigned to the first medium.

In the Number of media that can be administered by HSM text box you need to specify the number of media to be administered by Archive Manager. For instance, if there are 20 media in a Jukebox, then enter 20.

In the Number of current media to write on (CurrentWriteMediaID) text box you may specify the number of the medium that will be used as the first one for archiving.

Click Next.

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13.On the following page you may specify whether to create a directory for each day.

It is recommended to select the Create a sub directory for each day check-box to create a directory for each day (an optimal condition). Subdirectories are being created with the path 000001, 000002, and so on. This is necessary for performance reasons, the more files a directory contains the longer the search for a file can take.

By selecting the Limit the number of files in directory to check box you may even limit the number of files per directory. Simply enter the appropriate data in the text field.

Select the Flush files immediately after writing check box. Normally all file-systems support flushing of files. Disable the option only if you have problems with storing files.

Click Next.

 

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14.On this page you need to specify further settings for the used medium, as well as the total size of the medium.

To set a storage space not to be used on a medium, enter the desired value in the Space on a media that should not be used text box. This value is defined in MB.

Besides, you may set a value which refers to a warning message. As soon as free storage space is lower than the value specified in the Issue a warning if the size of the free space on the current medium is lower than the entered value and the next medium to write on is not ready text box, you would get a warning message. This value is also in MB. When this value is reached the availability of a new medium is being checked. This value should comply with the approximate average daily amount of MB to archive, so that new medium can be searched in a timely manner.

In the Total size of media in MB text box you need to enter the total size of a medium.

Then click Next.

 

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15.HSM needs to know when to start a new medium, as there is maximum medium size set. For this purpose it needs to recalculate the used space periodically. On this page you may choose how often the free space on a medium should be calculated. It can be set in accordance with the number of files, or file size, or simply in seconds. As soon as any of those values are met, the remaining storage space is recalculated.

To periodically recalculate the free space on the medium, simply enter a desired time span in the Interval text box.

To recalculate the free space on a medium depending on the number of files that have been archived since the most recent calculation, simply enter the desired value in the Number of archived files text box.

To recalculate the free space on a medium depending on the archived volume since the most recent calculation, simply enter the desired value in the Total size of the archived files text box. This value should be given in MB.

If the user does not want to allow the HSM to recalculate the used space periodically (because it might be time-consuming operation), he can specify a file where the value of the used space on a medium will be saved. The file is updated each time a file is stored on the medium. Here he can decide whether to use a single file for this purpose for all media in the store – Use a single file check box - or create a separate file for each media – Use a file for each media check box.

Click Next.

 

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16.On this page you need to specify where the MediaStore should connect to.

Click the Add button to specify the HSM server.

In the pop-up dialog set the Server type to “HSM Server” and enter the Server name.

 

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The HSM Service contacts the MediaStore you specified in periodical intervals. Specify this interval in the Connection interval between the MediaStore and the HSM Server in seconds text box.

Click Next.

 

17.In the following dialog the Relative Speed of the store text box represents the relative speed of this store compared to other stores.
If HSM should copy files into the cache when reading from this store, check Use HSM Cache for read operations.
If this media should be read-only, check Write Protection check box (only supported for “Jukebox, Harddisk, Network” and “Simple Path”).
If the Re-create service for this media store is checked, the store will be running in the background as a separate service. This option means that the MediaStore Administration Wizard should re-register the service for the administrated store. It is useful if the store service was deleted and the user wants to re-create it.
Click Finish.

 

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18.You will be asked to restart the service to apply the changes. To restart, click Yes.

 

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19.Click on the Finish button to close the window.

 

20.Back in the Configuration tool the store you have created will be displayed in the Stores list view.

 

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NOTE: Should the store display “State – Stopped” it needs to be started. To start a store, click Manage down arrow /Manage service state. Locate the desired store in the list and click Start.

Tips & Tricks: Whenever a store of a Jukebox type is created, a service called PMSStoreSv<NameOfTheStore> is created as well. Its startup type is set to “manual” in Start \ Settings \ Control panel \ Administrative tools \ Services. We recommend setting it to “automatic” so that the service is started automatically, e.g. after reboot.

Having a store ready is not enough. We need at least one schema, which is basically the path to the MediaStore. This schema needs to be registered in the HSM database. For more information on specifying a schema, see the HSM Install and Config Guide.

 

Simple Path MediaStore

 

In this section will guide you through the process of creating Simple Path MediaStore.

Simple Path store-type is recommended if you do not need directories with a specific size (e.g. 5 GB) and you have a Harddisk or RAID-system as a storage.

This kind of store is faster and outperforms all other stores under the same circumstances (same hardware, same path).

Description:

·It does not do size checking

·It writes files on any UNC path (e.g. Harddisk, Network-Share)

·Files are stored in subdirectories (there are no “medias” with a specific size)
<RootPath>\<Year>\<Month>\<Day>\<Hour>\<counter>\Filename.txt
e.g. D:\HsmStore\2013\04\26\18\000\ 4_000000f4.tif

 

NOTE: If you need to access a share you have to allow the computer account (Local System) to access a share or run PamHsmTSv with a special user.

 

To create a MediaStore – Simple Path type, do as follows:

1.In the Configuration tool on the HSM / Stores tab click the New Store button to open the MediaStore Administration wizard.

NOTE: By default Configuration tool can be found under C:\ Program Files (x86) \ Common Files \ PAM \ PAMConfig.

 

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2.To configure the MediaStore, select the Simple Path option in the dropdown.

3.Then enter a name for your new MediaStore in the Name of the new MediaStore text box. Click Next.

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4.Click on the browse button next to the Path of the MediaStore box to enter the appropriate path to your MediaStore.

NOTE: To create a new folder, use the Make New Folder button. Enter the name for this new folder, e.g. Store and click OK.

 

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If your MediaStore is a network share, you can specify which User (with its Password) should access the share. You have to specify the user if:

·your share is not accessible by the user which runs the HSM services;

·you need a different user for each store;

·you want to create more “Simple Stores” accessing network shares; In that situation consider the following:

 

a.Should the network shares be on ONE SERVER, you have to specify the same user for all “Simple Stores”.

 

b.Should each “Simple Store” access network share on a DIFFERENT SERVER, you have to specify different user for each Simple Store.

 

NOTE: The specified user does not need to be a known local user.

 

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5.Should you wish to archive files simultaneously to some other location as well, select the Activate multiple saving check-box. Use the browse button, similarly as above, to specify a second path.

The files will be archived to this second location, too.

NOTE: The second path can be anything that is reachable by a drive-letter or a network share, something accessible with Windows Explorer.

 

 

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6.In the Supports Retention-Times drop-down box select the NetApp SnapLock option if you are using NetApp and want to use SnapLock to secure the compliancy with law regulations regarding archiving of electronic documents. (e.g. HIPAA, OFRS, COSO etc.)

In case you are using EMC Celerra and you wish to use its retention times for your archived files, select EMC Celerra.

NOTE: In case you are using multiple saving and retention time support both must be stores supporting the same retention type.

 

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7.If you are storing to SAM-FS (a kind of NAS - Network Attached Storage) check the During write, wait until the “archive” attribute was removed check box. With this feature activated you have configured the SAM-FS to remove the “archive” attribute after the file was copied into a safe location (e.g. after it was copied to a tape drive). If you have finished, click Next.

 

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8.In the following dialog the Relative speed of the store text box represents the relative speed of this store compared to other stores.
If HSM should copy files into the cache when reading from this store, check Use HSM Cache for read operations.
If this media should be read-only, check Write Protection check box. (only supported for “Jukebox, Harddisk, Network” and “Simple Path”)
Click Finish.

 

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9.You will be asked to restart the service to apply the changes. To restart, click Yes.

 

NOTE: Should you be using several MediaStores, you need to repeat all steps as described in this section for each of them.

Having a store ready is not enough. We need at least one schema, which is basically the path to the MediaStore. This schema needs to be registered in the HSM database. For more information on specifying a schema, see the HSM Install and Config Guide.

 

 

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