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Metalogix Archive Manager for Files 8.1.1 - Administration Guide

About the documentation Enterprise Manager – Common Part
How to manage more Archive Manager servers Restrictions tab Settings tab Scheduler tab Archive tab Post Processing tab Statistics tab System context menu
Other functionality Addendum

How to assign a filter to a folder

1.Create a filter on the Filters tab, if it is not created yet. (See the section “How to create a filter”)

2.Click on the Jobs tab.

NOTE: To display recently created filters, click on the Refresh button located in the upper right corner in the Filters section. Use this button especially if several Enterprise Manager applications are running simultaneously.

3.In the Scheduler jobs section select the job which is already archiving the desired folder(s) or which you want to use for archiving the desired folder(s).

NOTE: You can only assign a filter to a folder if the folder is processed by a job. (See the section “How to assign a job to a folder”.)

m-assign filter1

4.Click on the upward arrow on the Folder overview tab to unfold it. By unfolding the Folder overview tab you will see all folders/disks the respective job is assigned to.

m-assign filter2


5.In the Folder overview section select the folder for which you wish to apply filter(s).

m-assign filter3

6.For the folder selected in the Folder overview section select the desired filter/filters in the Filters section.

m-assign filter4

NOTE: If multiple filters are attached to a folder, the files in it have to fulfill all the criteria in all filters. If the file does not match one of the defined criteria, it will not be processed.


I.One filter is defined to process .doc and .txt files. In this case if the file has the extension .doc or .txt, it will be archived.

II.Two filters are set for a folder, one to process only .doc files, the second one to process only .txt files. In this case processed file should have both .doc and .txt extension, which is impossible. Two such filters will cause that no file will be processed by the job in that folder. This is a wrong configuration.

7.Click Apply.


Reports tab


In the Jobs section of this tab you will see a list of all jobs. Select the desired job and its reports will be displayed in the Reports section. Reports on documents processed by jobs are created automatically whenever archiving by the relevant job is finished.




To display the desired report:

1.Click on the Scheduler tab then switch to the Reports tab.

2.Select the desired job on the Jobs section to list its reports.

3.In the Reports section double-click the report with the relevant date and time.

4.Now select which report data you wish to display in the Report content section. Every report includes:

ARCHIV~1_img121 Job overview – general information on job and its settings

ARCHIV~1_img122 Summary – count of successfully processed, failed, skipped and archived files; number of created shortcuts etc.

NOTE: Successfully processed files include files which were just archived or archived and replaced with a shortcut, or, if there was no new version, just replaced with a shortcut – depending on the settings.

ARCHIV~1_img123 Failed – documents which failed to be processed and their details

ARCHIV~1_img124 Skipped – documents which were skipped and their details

ARCHIV~1_img125 Succeeded – successfully processed documents

ARCHIV~1_img126 Skipped folders – folders not processed, e.g. because of the permission issues; the reason for skipping is listed under the Reason column


5.There can be a lot of documents listed e.g. in the Succeeded section. To make the list more transparent, you can set the number of rows to be displayed per page in the Report content. To do so, unfold the Page size down-drop menu and select 20, 50 or 100. Use the arrows to switch between pages.



Overview tab

On this tab you may see daily overview of jobs’ activity. You may select any day using the calendar in the Scheduling overview section (i.e. the upper part of the window). The chart next to calendar shows the past or scheduled behavior of jobs during the selected day. The red color indicates the period for which the jobs are scheduled. The vertical brown lines mark the exact time when the job starts running.

The period for database backups is marked in light blue. Jobs are stopped during this backup time and are resumed afterwards.

All activities taken by jobs are listed in the lower pane, in the Events section. You may see there the date and time of each job’s action, along with action’s description.



Archive tab

Archive tab is basically designed for manual archiving/restoring of files (Archive-Restore tab), browsing the archive (Archive view) as well as searching and exporting of files (Search & Export tab).


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