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Metalogix Archive Manager for Files 8.3 - Administration Guide

About the documentation Archive manager for Files
How to manage more Archive Manager servers Restrictions tab Settings tab Scheduler tab Archive tab Post Processing Statistics tab System context menu
Other functionality Addendum

Recursive folder selection

1.Click on the Archive tab.

2.In the left pane, click on the plus (+) sign next to the desired disk to unfold its structure.

3.Locate the desired folder in the left pane and then click on it to display its content in the right pane.

4.To select that folder recursively: in the left pane click TWO TIMES on the check box next to it to.

After clicking on the check box of the desired folder for the second time, everything down the path becomes selected (i.e. all its subfolders as well as files).

 

NOTE: You may notice that the check box of the parent folder is filled with white color. A selected check box filled with white color is typical for recursive selection.

 

c-recursive

 

NOTE: To select a specific file you just need to unfold the folder structure and locate the relevant folder in the left pane of the Archive tab. Its content gets displayed in the right pane. Then select the desired file/files in the right pane, simply by clicking on their respective check boxes.

How to archive a folder/file manually

1.Click on the Archive tab.

2.Locate the desired folder/file in the left pane.

3.Select the check box of the desired folder, either non-recursively or recursively (see the sections “Non-recursive folder selection” or “Recursive folder selection”); or select the check boxes of a desired files in the right pane.

4.Then simply click on the Archive button located in the lower right corner.

d-archive manually1

 

IMPORTANT NOTE: Default retention category is used at manual archiving. If no retention category is set as default on the Settings / General tab an Archive options window is displayed. In this window you can choose from the already existing retention categories.

The Archive option window can be also called when you keep the CTRL key pressed and click the Archive button. It allows you to choose a retention category at manual archiving.

d-archive manually1b

5.During archiving a popup window may be displayed informing you that archiving is in progress. When archiving is over simply click Close to close the window.

d-archive manually2

6.You may notice that archived files are displayed with an icon, indicating that they were replaced with a shortcut.

NOTE: In some cases archived files are not displayed with an icon. This is no error. It only means that the original file was too small; it was archived but there was no use to replace it with a shortcut. You may check it by selecting the desired file and unfolding the Versions tab. (See below)

d-archive manually3

 

NOTE: To clear selection when archiving is over, simply click the Clear selection button.

How to retrieve a folder/file

NOTE: Folders could be retrieved also via Archive Manager context menu which offers advanced settings (see “How to retrieve a specific version/shortcut”).

 

1.Click on the Archive tab.

2.Select the desired folder either recursively or non-recursively; or select the desired archived file.

NOTE: Should recursive selection be chosen, then all files along with all subfolders of the respective parent folder will be retrieved. Should non-recursive selection be chosen, then all files of the respective parent folder would be retrieved; its sub-folders would not.

3.Click on the Restore button.

e-retrieve folder1

4.During retrieving a pop-up window may be displayed informing that retrieving is in progress. When retrieving is over simply click Close to close the window.

e-retrieve folder2

5.Retrieved files will be displayed without an icon, yet selected.

To clear selection, simply click on the Clear selection button.

e-retrieve folder3

 

How to retrieve a desired version of a file

Our software offers versioning capability. This means that the HSM store keeps versions of modified files. Due to this capability, it is easy to retrieve any of the versions that are in the HSM store and work with them.

 

NOTE: Version retrieving with advanced settings can be done on a folder level via Archive Manager context menu (see “How to retrieve a specific version/shortcut”).

 

To retrieve a desired version of a file:

1.Click on the Archive tab.

2.Locate the desired file.

3.Click on the upward arrow on the Versions tab.

f-retrieve version1

4.After clicking on the upward arrow on the Versions tab, it expands as shown on the following screenshot. Select the desired version and then click on the Get version button.

f-retrieve version2

5.In the Get version window confirm by clicking OK.

NOTE: Should you wish to get only the shortcut to the desired version, select the Get shortcut only check box.

f-retrieve version3

6.Click Yes to confirm.

f-retrieve version4

7.Click OK.

f-retrieve version5

As you may have noticed, it is possible to get shortcuts to desired versions as well.

 

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