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Create a Copy Data Action *2.0 Beta*

Purpose

Simply drag and drop data action workflows to automate away time and labor intensive data maintainance efforts.

Using a simple interface, users with minimal technical experience can create automated, query based copies into secure data targets for data hygiene, compliance, and retention use cases.

Copying files from a source to a target service can be automated when an automated copy action is configured under the Actions subtab.

This allows for copying files on a regular basis, without any further intervention from users, making data storage and compliance a breeze. Setting up copy actions to copy files from a source into a specified target service can be managed to automatically run in the background. This action 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.

Actions Subtab

Overview

  • Features of Copy Actions
  • Setting Copy Action Scan Intervals
  • How to Configure a Copy Action
  • Inheriting & Un-inheriting Copy Actions from other Nodes
  • Editing a Previously Configured 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 preserved
    • File ownership and permissions are preserved
    • Files will be converted to Aparavi Format

Setting Copy Action Scan Intervals

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

Please Note: This schedule is completely separate from the file scanning schedule that has been configured and will not alter when the system scans the files from the configured sources.

This action will send the most recent scanned version of the file to the target.

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 options for the copy action to take place.

Actions Schedule Time Intervals

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 that appeared.

Save Changes Pop-up Box

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

Action Schedule Configured

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.
Policies Subtab

2. Click on the Actions subtab.

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 Pop-up Box

4. Input the information into the fields and build a file search query to locate the files to be copied, using the 3 search filters provided. Click on the Save button once completed.

Copy Action Pop-up Box

5. Click on the Save All Changes button.

Save All Changes Button

6. Click Ok to confirm the changes inside the Save Changes pop-up box.

Save Changes Pop-up Box

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

Copy Action Configured

Inheriting & Un-inheriting Copy Actions from other Nodes

As with many other features within the Aparavi platform, nodes that are nested under other clients and organizations have the ability to inherit the copy actions that have already been configured, or set up their own. By default, any new nodes or clients added will automatically inherit from the node above. If new clients or nodes desire 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.
Policies Tab

2. Click on the Actions subtab.

Actions Subtab

3. If the checkbox located next to “Inherited from [Name of Node]” is unchecked, click the checkbox to select it. Once selected the checkbox will fill with an orange color to indicate that it is selected.

Inherit Checkbox

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.

Save All Changes Button

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

Save Changes Pop-up Box

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

Copy Actions Inheriting From Node Above

Uninheriting Actions Subtab

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

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. Once deselected the checkbox will remove the orange fill color to indicate that it is no longer selected.

Inherit Checkbox Unchecked

4. Once the checkbox is unchecked, 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. Click the Ok button, located inside of the Save Changes pop-up box that appeared.

Save Changes Pop-up Box

At this point the node should be able to set up its own copy actions. See the section above for steps on how to set up copy actions.

Node Can Now Setup Copy Actions

Editing a Previously Configured Copy Action

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

2. Click on the Actions subtab.

Actions Subtab

3. Click on the wheel icon, located inside the Copy action that was previously configured. Once clicked, the Copy pop-up box will appear with all the previously entered information.

Copy Action Pop-up Box

4. Alter the desired fields or search filters and click the Save button inside the Copy pop-up box when completed.

Save Button to Update Copy Action

5. Click on the Save All Changes button.

Save All Changes Button

6. Click Ok to confirm the changes inside the Save Changes pop-up box.

Save Changes Pop-up Box

From this point on, the system will copy the selected files to the target service specified on the time interval chosen. The system will also no longer copy the files over using the previously altered settings.

Copy Action Edited

Deleting a Copy Action

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

2. Click on the Actions subtab.

Actions Subtab

3. Click on the trash can icon, located inside the copy action that was previously configured. Once clicked, the copy action will disappear from the Action grid and only the Primary box will be remaining.

Trash Can Icon Removes Copy Action

4. Click on the Save All Changes button.

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Save All Changes Button

5. Click Ok to confirm the changes inside the Save Changes pop-up box.

Save Changes Pop-up Box

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

Copy Action Deleted
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Previous Manually Execute Copy Action Policies *2.0 Beta*
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