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Create a Copy Data Action

Purpose

Copying files from a source to a target service can be automated when a copy action is configured.

This allows for copying files on a regular basis without any further intervention from users. Upon execution the system will send the most recent version of the file to the target, which can help maintain various versions of the same files at any interval specified.

Using a simple interface, users with minimal technical experience can create automated copy actions. Drag and drop data action workflows to automate away time and labor intensive data maintenance efforts. These query based copies are sent to the target service for data hygiene, compliance, and retention, making data storage and compliance a breeze.

Actions Subtab

Overview

  • Features of Copy Actions
  • Copy Action Scan Intervals
  • Configuring a Copy Action
  • Inheritance Settings for Copy Actions
  • Editing a Copy Action
  • Deleting a Copy Action

Features of Copy Actions

  • Files can be copied from any file scanning source to any target Service configured
  • Files copied to the target service have the following properties:
    • Path hierarchy is maintained
    • File ownership and permissions are preserved
    • Files will be converted to Aparavi Format

Copy Action Scan Intervals

Automated copy actions can be configured to copy during any interval entered.

Please Note: Copy actions are separate from the file scanning schedule. When copy action scan intervals are customized, this does not impact the system scanning files from the configured source.

1. Click on the Policies tab, located in the top navigation menu.

Policies Tab

2. Click on the Actions subtab.

Actions Subtab

3. Located under the Actions Schedule section, click the drop-down menu to view a list of time intervals to select.

Actions Schedule

4. Once the copy action schedule has been selected, click on the Save all Changes button, located in the bottom right-hand corner of the screen.

Save All Changes Button

5. Click the Ok button, located inside of the Save Changes pop-up box.

Save Changes

The system will now copy the selected files from the source to the target service during the time interval that was configured.

Action Schedule Updated

How to Configure a Copy Action

Please Note: Setting up a target service on the Targets subtab must be completed prior to a copy action being configured.

1. Click on the Policies tab, located in the top navigation menu.

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Policies Tab

2. Click on the Actions subtab.

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Actions Subtab

3. Drag the Copy button on top of the Primary box located inside of the Actions Grid. Once successfully dragged into the grid, the Copy pop-up box will open and display additional fields.

Copy Actions

4. Using the three search filters, build a query for the copy action and click the Save button when completed.

Configure Copy Action

5. Click on the Save All Changes button.

Save All Changes Button

6. Save the configured copy action query by clicking the OK button.

Save Changes

This action will send the most recent scanned version of the file to the target. From this point on, the system will copy the selected files to the target service specified, on the time interval chosen.

Copy Action Configured

Inheritance Settings for Copy Actions

Nodes nested under organizations have the ability to inherit the copy actions that have been configured, or set up their own. By default, any new nodes will automatically inherit from the organization above. If new nodes want to configure their own copy actions, this inheritance policy will need to be deselected upon installation.

Inherit Actions Subtab

1. Click on the Policies tab, located in the top navigation menu.

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Policies Tab

2. Click on the Actions subtab.

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Actions Subtab

3. If the checkbox located next to “Inherited from [Name of Node]” is unchecked, click the checkbox to select it.

Inheriting Actions

4. Once the checkbox is clicked, a Save All Changes button will appear in the bottom right-hand corner of the screen. Click this button to apply the inheritance policy.

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Save All Changes Button

5. To save all changes, click the Ok button located in the pop-up box.

Save Changes

From now on, the node will have the same copy actions configured as the node above it.

Inheriting Copy Actions

Uninheriting Actions Subtab

1. Click on the Policies tab, located in the top navigation menu.

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Policies Tab

2. Click on the Actions subtab.

Actions Subtab

3. If the checkbox located next to “Inherited from [Name of Node]” is checked, click the checkbox to deselect it.

Inherit Checkbox

4. Once the checkbox is deselected, a Save All Changes button will appear in the bottom right-hand corner of the screen. Click this button to remove the inheritance policy.

Save All Changes Button

5. To save all changes, click the Ok button located in the pop-up box.

Save Changes

At this point the node should be able to set up its own set of copy actions.

Copy Action

Editing a Previously Configured Copy Action

1. Click on the Policies tab, located in the top navigation menu.

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Policies Tab

2. Click on the Actions subtab.

Actions Subtab

3. Click on the wheel icon, located inside the copy action to view the configured query.

Edit Mode

4. Alter the fields or search filters and click the Save button when completed.

Update Copy Action

5. Click on the Save All Changes button.

Save All Changes

6. To save the changes, click the OK button.

Save Changes

From this point on, the system will copy the selected files to the target service on the time interval chosen.

Updated Copy Action

Deleting a Copy Action

1. Click on the Policies tab, located in the top navigation menu.

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Policies Tab

2. Click on the Actions subtab. Located inside the action grid, click on the trash can icon. Once clicked, the copy action will disappear from the Action grid and only the Primary box will remain.

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Trashcan Icon

3. Click on the Save All Changes button.

Trashcan Icon

4. Click the OK button to confirm all changes.

Save Changes

From this point on, the system will no longer copy the files to the target service.

Action Deleted
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