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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 job to a folder

To automate folder archiving, assign jobs to them.

1.Click on the Scheduler tab.

2.Click on the Jobs tab.

3.Select a desired job in the list in the Scheduler jobs section.

d-assign job1

4.Select a desired folder (disk), either recursively or non-recursively, in the Folders section. Click Apply.

NOTE: By unfolding the Folder overview tab you may see what folders the currently selected job is assigned to.

d-assign job3

 

How to start the job immediately

 

Job starts running automatically as it is set in Job properties (see the previous section). However, you can start the job manually any time:

1.On the Scheduler / Jobs tab select the relevant job in the Scheduler jobs section.

2.Click the Start button below the list view. The job starts running immediately.

NOTE: You can also stop the job by using the Stop button.

IMPORTANT NOTE: If the job was stopped, it remembers which file was the last processed file. When it is started again, the job starts processing files from this last processed file.

e-start job

Filters tab

 

By using filters you may specify which of the files will be archived and in what way. Before using any filters they need to be created on the Filters tab.

 

When you switch to this tab, you will see the window split in two parts. On the left, there is a list of all filters displayed (when Enterprise Manager is running for the first time, the list is empty!). On the right you will see their properties.

 

a-filter tab

How to create a filter

1.Click on the Scheduler tab.

2.Click on the Filters tab.

3.Click on the Create button to open the Create new filter window.

b-create

4.In the Create new filter window enter the name in the Filter name text box. Then click OK.

c-name

5.After clicking OK the following window is displayed.

d-properties

6.Click on the Exclude attributes field. Then click on the down arrow to unfold the dropdown box. Files with selected attributes will be excluded from archiving (Archive files, Read only files, Hidden files). If none of those options are selected, then all files will be archived.

i-exclude

 

7.Click on the Include file types field. Then click on the down arrow to unfold the dropdown box. Here you may specify the type of files to archive. Simply double-click the three dots and enter the desired extension (without a dot!). Then press Enter.

NOTE: If you leave this field empty, all file types will be archived.

j-include

 

8.Click on the Maximum size field. In the adjacent field enter the maximum size of files (in kilobytes) to be processed.

NOTE: Should you enter Unspecified, then there are no limitations regarding the size of files to be processed.

9.Similarly, click on the Minimum size field, and in the adjacent field enter the minimum size of files (in kilobytes) to be processed.

10.Click on the Older than field. Then click on the down arrow to unfold the dropdown box. You may filter files according to time of their creation, modification, and last access.

Should you enter Unspecified, then there are no limitations regarding time.

k-older

 

11.In the Filter name field you may change the name of the filter anytime.

12.In the Wildcard filters section you can define files or folders filtering based on the regular expression, i.e. you can define files/folders archiving based on their names.

Basically, you define expressions using wildcards and specify whether they will be applied to folder name or file name or both. It is possible to include or exclude folders/files matching the defined criteria. All steps are explained in detail further.

NOTE: It can happen that a file/folder matches criteria both for include wildcard filtering as well as exclude wildcard filtering. In that case it will NOT be archived. “Exclude” is stronger than “include”.

 

l-wildcard1

It is possible to define Exclude as well as Include wildcard filters. In the following lines we describe how to specify the Exclude wildcard filter. This filter defines which files/folders should be excluded from archiving (based on their names). The Include wildcard filters are defined similarly.

To define the criteria for Exclude wildcard filtering:

Click on the Exclude wildcard filter field. Then click on the downward arrow. In the pop-up dialog you will define and test the wildcards.

Write the desired expression in the Wildcard text box. Then click Add to add it to the Wildcards list. In case there are more expressions defined in the Wildcards list, the filter will be applied to the file/folder if its name matches at least one expression.

l-wildcard2

 

NOTE: The rest of the dialog is only for the testing purposes. You can test how the defined expression will be applied and if it will match the files/folders which you wish. Simply:

·select the expression in the list

·In the Sample path text box enter the path for which you want to apply the filter

·In the Applied to combo box choose if you want to apply the expression to file name, folder name or both

·The Result shows you if the selected expression matches the specified path, i.e. if the filter with the given wildcard applies to that path

 

After you have defined the expression(s) in the Exclude wildcard filter, click the Excluding applied to text box. Click the down arrow and in the drop-down box select whether you want to apply the filter to filename, folder or both.

 

13.To save, click Apply.

NOTE: In the case you want to delete a filter, simply select the desired filter in the list in the left pane and then click on the Delete button. But be careful when removing any filter, because if such a filter was already assigned to a job, no filter will be considered!

 

After having created filters on this tab, you may assign them to folders.

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