Now that you have SoleraTec's Phoenix EXP, let's get you up and running with it so you can begin to manage your digital assets.
These instructional procedures below provide a basis for subsequent workflows that you may encounter while using your product applications.
Follow the steps below.
1. Install Phoenix EXP
To install the software from a CD-ROM
|a)||Ensure that your computer is properly configured and connected to a network.|
|b)||Insert the Phoenix EXP CD-ROM, and open Setup.html from your installation disc or folder.|
|c)||Follow the directions to open and install the Phoenix EXP Server Bundle.|
|d)||If running on Windows, firewall settings are established automatically during the installation process. If running on a platform other than Windows, ensure that Phoenix EXP is not blocked by the firewall on your local computer.|
To install the software from the website
|a)||Go to SoleraTec's website and click Download.|
|b)||In the Installation section, click on Phoenix EXP to download. Be sure to check the version number and operating system.|
|c)||Accept the License Agreement and click the Start Download button.|
|d)||Follow installation procedures. Installation guidance can be found either in the Doc folder (after clicking on the downloaded executable), or online at the SoleraTec website, or in the Installation chapter of this guide.|
2. Add a Vault
|•||From a Windows desktop, click Start > All Programs > Phoenix.|
|•||From a Mac desktop, click Applications > Preview. The Preview window appears. Select Applications > Phoenix > Bin.|
|•||From a Linux desktop, double-click Filesystem > usr > local > Phoenix > Bin.|
|c)||Reboot your machine after adding a vault.|
At any time, you can add more Vaults, media, and licenses.
3. Prepare media
|a)||From your suite of Phoenix EXP applications, open the Vault Admin application.|
|b)||From the Vault Admin left frame, beneath Entire Network, select and expand the items under the Vault you added in the previous step.|
|d)||For the Prepare Media window, click . The Prepare Media window shown below is for hard disk media; this window is slightly different for other media types.|
|e)||In the Prepare Media window, enter a name and description.|
|f)||In the Size (GB) box, type the amount of storage space to make available for the Information Repository.|
|g)||Set the When to Prepare drop-down list to Prepare media now.|
|h)||Click OK. The new media appears in the right pane of the Vault Admin window.|
|i)||Click the newly named unit of media, listed beneath the Vault name, in the left pane. Its details appear in the right pane.|
|j)||Repeat the steps above for each unit of media needed.|
4. Create ingest policies
It is necessary to create an ingest policy in order to ingest files into the Information Repository.
|•||Use Target and Process Policies to build policies that drive automated scheduled ingest jobs of files already in primary storage and run unattended.|
|•||Use Target and Process to manually run a single or several single ingest jobs of files already in primary storage.|
5. Create policies to manage data
Once your data has been ingested into the Information Repository, you can automatically manage and control your data by creating a Data Service policy. You can migrate or replicate files to different levels of storage and purge files according to file age, type, and contents. See Data Services Policies.
6. Find and review data assets from the Information Repository
After your data is in the Information Repository, you can quickly and easily search for and retrieve files.
Use Search and Retrieve to find, view, and export non-video files from the Information Repository.
7. Monitor Information Repository activity
Use Network Activity application to monitor your Information Repository. It provides a great visual of processing from your Vaults. For more information see Network Activity.
From your suite of product applications, open the Network Activity application (NetActivity.exe).