Target and Process Policies

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Use Target and Process Policies for setting up policies for ingesting files from your system into a Vault. The policies automatically ingest data from primary hard disk storage into the Information Repository. A policy designates which files are ingested, how you want them ingested, and when - along with many other aspects of jobs. Policies contain process parameters that include media, data source, and data destination values.

Target and Process Policies provides all the tools for creating policies that run unattended on a scheduled basis. If you want to run a single job immediately or define a single job for a specific date and time in the future, use Target and Process instead of Target and Process Policies.

Keep in mind the following for Target and Process Policies:

Duplicate policy names are permitted.
If making changes to a policy after it has run, be sure to run a Full job to ensure that all of the files are ingested.
After creating a policy, be sure to back it up by exporting it. This enables you to easily restore (import) lost or corrupted policies. See Import or Export Policies for directions.

Target and Process Policies New Policy Elements

Element

Description

Policy Name

A policy name is required to perform incremental or differential policies correctly, and the policy name determines which files have changed from the last Full job.

Assign a policy name by using any combination of letters, numbers, symbols, and spaces. It is recommended to name the policy something meaningful, such as the date of the policy, or the name of the type of files.

Description

Type in the text box a description to help easily identify a  policy.

Source

Define the data ingest source.

Local File System - Ingest files from computers on your network. The view of files is set to reflect contents of the local computer.

Exchange Server MSG files - Ingest files from your Microsoft Exchange Server and save them as individual .msg files in the Information Repository. The view of files is set to reflect contents of the Microsoft Exchange Server.

Exchange Server PST files - Ingest files from your Microsoft Exchange Server and save it as part of a .pst file in the Information Repository. The view of files is set to reflect contents of the Microsoft Exchange Server.

For more information see Microsoft Exchange Server.

Watch Folder - Ingest Job Control Files located in this specified folder. Once the folder is created and the policy is active, Target and Process Services will periodically check the Watch Folder for Job Control Files having the extension .jcf.

Job Control Files contains a list of files to be ingested and have a file extension of .jcf. It can also contain new settings for the policy. Any new settings included in the file will override any settings in the original policy.The Job Control File is deleted when the policy has finished processing it. Each Job Control File needs to have the same format as TgtProcSvc.cfg file. For correct formatting, see the description of a TgtProcSvc.cfg file.

Action

Define if and how data on your network computers are processed after ingested.

Backup - Ingests targeted files into the Information Repository. Files exist on your networked computer and in the Information Repository.

Move - Ingests targeted files from the networked computer's file system into the Information Repository. A copy of the file exists only in the Information Repository.

Workflow - Target and Process Policies

The following are steps for ingesting data through Target and Process Policies:

1.From your suite of product applications, open the Target and Process Policies application (TgtProcPolicies.exe). For further explanation of how to launch applications using different operating systems, see Getting Started.
2.If a policy does not open by default, create a policy. Before setting parameters and starting the process, a policy must be open.
3.The Target and Process Policies window opens by default with the Files tab in focus. Select data to include in the policy.
4.From the Target and Process Policies window, select the Criteria tab to define parameters for the data to ingest. Select also Target Parameters and add file and directory filters.
5.From the Target and Process Policies window, select the Processing tab to define video and file processing options.
6.From the Target and Process Policies window, select the Destination tab to define to what Vault, media, and storage pool data are ingested.
7.From the Target and Process Policies window, select the Scheduling tab to schedule recurring jobs or individual jobs.
8.From the Target and Process Policies window, select the Advanced tab to set options such as Pre-Process Commands, and Log Files Location.
9.Click Save to keep all policy settings and implement the policy.

Create a Policy

Target and Process Policies run on the computer where created and for the main purpose of backing up and moving files. To meet complex Information Lifecycle Management needs, you can create several policies, each one being responsible for a part of the overall data movement process.

1.From your suite of product applications, open the Target and Process Policies application (TgtProcPolicies.exe).
2.From the Target and Process Policies window, click the Add button to create a new policy.

Target and Process Policies - Create a new policy

3.In the Create a Policy window Policy Name text box, type a name for the new policy.
4.In the Description text box, type descriptive text to help identify a policy. Once created, this description appears in the Target and Process Policies window next to the policy name.
5.Select a data ingest Source. Choose Local File System, Watch Folder, Exchange Server MSG files, or Exchange Server PST files. For more information see Microsoft Exchange Server.
If choosing Watch Folder, enter a directory name in the Watch Folder Location section.
6.Select an Action of how data on your network computers are processed after ingested.
Backup - Ingests targeted files into the Information Repository. Files exist on your networked computer and in the Information Repository.
Move - Ingests targeted files from the networked computer's file system into the Information Repository. A copy of the file exists only in the Information Repository.
7.Ensure the policy is active, or de-select the Active checkbox if you do not want the policy to run. When the Active checkbox is de-selected, a caution symbol is superimposed over the policy icon in the Target and Process Policies Policy Name pane.  
8.Click OK. The window closes, the policy name and description appear in the Policy Name pane.
9.Modify the parameters as needed on each tab for the policy. See the subsequent sections for details.
10. From the Target and Process Policies toolbar, click to save all policy settings and implement the policy.

For more detailed descriptions on window items, see the relevant entries in New Job Elements.

Modify a Policy

After a policy is created and added, you can still modify it to better fit your needs.  However, you cannot modify a policy's data ingest source.

1.In the Target and Process Policies window, double-click the policy name in the Policy Name pane. (or from the Edit menu, select Modify Selected Policy.)

Target and Process Policies - Modify Selected Policy

2.In the Modify Selected Policy window, elect to change the Policy Name, the policy Description, and the policy Action.
3.Select or de-select the Active checkbox. If selected than the policy is set to run when implemented; if de-selected the policy will not run.
4.Click OK to accept policy updates, or click Cancel to close the Modify Selected Policy window without saving changes.

If you modify a policy while it is running, the job stops after processing the current file, and the job restarts as scheduled. For example, a job runs every day at 11:00 AM for 30 minutes. During this time, the policy is modified, so the job stops. If the scheduled start time was not changed, the job restarts at 11:00 AM the next day.

Delete a Policy

You can delete a policy that no longer meets your needs, or you can de-activate a policy and re-activate it at a later time.

To delete a policy:

1.In the Target and Process Policies window Policy Name pane, select a policy to delete.
2.From the toolbar click the Delete button.
3.From the toolbar click the Save button to save all policy settings and implement the policy.

If you delete a policy while it is running, the job stops after processing the current file.

To make an active policy inactive:

1.In the Target and Process Policies window Policy Name pane, double-click the policy.
2.In the Modify Selected Policy window, de-select the Active checkbox.