Configuring Archiving Rules for Metalogix StoragePoint
This scenario demonstrates the configuration of Archiving rules.
Only one rule can be created per scope. The archiving scope cannot be broader than the profile scope.
Archiving can be setup to move BLOBs to different storage tiers, as content is aged, versions are retained or when changes in metadata are detected. The rules can be configured on different scopes of content, but there can only be one rule per scope. The most granular rule is the only rule that will ever get evaluated.
N/A
You must have a second endpoint in order to complete this scenario.
1.Navigate to Central Administration, Application Management.
2.Navigate to Storage Profiles, found under the Metalogix StoragePoint section.
3.Click on the link to open the profile.
4.Scroll down to the Archiving Configuration section and expand.
5.Set “Enable Archiving” to Yes.
6.Click New Rule to create a new archiving rule.
7.Click the Change link to select the scope (i.e. site collection, site, list, or content type).
8.Drill down in the hierarchy to select the scope, and click OK. Your selection will be displayed under the Selected Rule Scope option.
9.Select the type of Rule Definition, Metadata Change Rule. This rule captures changes in an item’s metadata and triggers the content to be moved to different storage endpoint(s).
Click the New Condition link.
10.From the “Select a Property” dropdown, choose the Title property. The selections in this dropdown list will change based on the scope selection made on the Archiving Rule dialog.
11.The “Select an Operator and Enter/Select a Value” fields will update accordingly. Make your operator Contains and then enter “Archived” in the text field.
12.Select your archive endpoint from the Destination Endpoint dropdown.
13.Click OK to finish setting up the rule.
14.Click Save on the Profile page.
15.Click Ok when the Process Existing screen pops up.
16.Change the title of an existing document in a document library within the rule’s scope, adding “Archived” to the title.
17.Navigate to General Settings in Central Administration, Application Management, in the Metalogix StoragePoint section.
18.Navigate to the “Content Migrator” section and run the job by pressing Process Queued Content Now.
Confirmation
Check StoragePoint Details for the document you just added to make sure that the rule was processed and the document was sent to your specified endpoint.
The levels of granularity are as follows, from the least to the most granular:
So, for example, if the metadata change rule is more granular than the versions rule, then the versions rule will never get evaluated for an item within the scope of the metadata change rule.
If large file support is enabled, only the aspx file is moved to the archive endpoint. Profiles with File Share Librarian Configurations should not add Archiving to the profile. The archiving option won't be available for new profiles.
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