Target and Process Policies Criteria Tab

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Use the Criteria tab after you have selected the files to include in the job or policy from the Files tab. The Criteria tab allows you to refine the ingest parameters.

Remember that if you make changes to a policy after it has run, select Full from the Target Parameters drop-down list and run it. Doing this ensures that files affected by the changes are ingested.

Target and Process Policies - Criteria tab

If selected files from the Files tab cannot be found because they have been deleted from the computer, Target and Process Policies puts filters into the Criteria tab indicating that the missing files are not to be processed. This prevents error messages in job output. If files are restored to the system, the filters disappear.

Target and Process Policies Criteria Tab Elements

Element

Description

Target Parameters

Since jobs will most likely be running repeatedly on the same folders in primary storage, opt to re-processing the files selected from the Files tab. Use the Target Parameters drop-down list to specify the job level you want to run. The job level refers to whether jobs re-process files that have already been ingested into the Information Repository:

Full - All selected files are ingested every time the job runs. Full jobs can be run whenever and can work in conjunction with Incremental or Differential jobs.

Incremental - Only selected files that have changed since the most recent Full or Incremental ingest job was run are ingested. Incremental jobs are intended to work in conjunction with Full jobs and other Incremental jobs (as needed).

Differential - Only selected files that have been created or changed since the most recent Full job are ingested. Differential jobs are intended to work in conjunction with Full jobs and other Differential jobs (as needed)

Level - Any new files or files that have changed since the immediately lower level job are ingested. This enables you to create multiple policies that work in a coordinated manner. For example, you can run a Level 0 (full) job Friday night and a Level 1 job Saturday through Thursday.

When selected, a drop-down list appears for you to provide the level of job to use. Level 0 is a Full job (ingests all selected files each time the job runs). Level 1 processes any files that have changed since the last Level 0; Level 2 processes any files that have changed since the last Level 1, etc.

For example, a Level 1 job processes files that have been created or changed since the last Full job (Level 0). A Level 3 job processes any missed files and files that have been created or changed since the last Level 2 job, and so on. If no files were missed in the previous level job and no files have been created or changed, then no files are processed.

Time/Date - Ingest files according to absolute date and time or relative amount of time. When selected, a drop-down list and the Time and Date buttons appear.

Use the drop-down list to select an option by processing files that have been accessed or modified after a specific date and time or by processing files relative to when they were last accessed or modified. For example:

Relative to a specific date and time - "...before 05:23 PM on Tuesday, June 5, 2007"
Relative to amount of time - "...not in the past 7 days, 4 hours, and 23 minutes, and 10 seconds"

To change the time and date parameters to process files before or after an absolute data and time, select from the drop-down list and use the Time and Date buttons.

Or, to process files either before or after a relative amount of time, select from the drop-down list and the appropriate value using the Period of Time window.

Work in a coordinated manner. To do this, the coordinated jobs must share the same policy name. For example, if one policy runs a Full job on Friday and you want to create another to run Incremental jobs Monday through Thursday, both policies must have the same name. Similarly, to create three coordinated policies; one for Level 0 jobs, one for Level 1 jobs, and one for Level 2 jobs, all three policies must have the same name. It is recommended not to create  coordinated policies mixed with Incremental, Differential, and Level jobs.

Timestamps are checked for each processed file. When files have irregular timestamps (created or modified), results may be unpredictable. For example, when using a setting other than Full, files with a date in the future do not process until the date is reached; files with a Windows creation timestamp earlier than 1970 process as a date in the future.

Perform job based on the last time files were...

Determine the eligibility of files for jobs based on when they were accessed, created, or modified. The option selected changes the Target Parameters Time/Date drop-down list options.

Accessed is the last time the file was touched.
Modified is the last time the file was changed.
Created is the time the file was created.
Status Changed is the last time the file's status (permissions, ownership, etc) was changed.

These options are different for Windows, Mac, and Linux systems.

Windows - Select from Accessed or Created or Modified.
Mac - Select from Accessed, Created or Modified, or Created or Modified or Status Changed.
Linux - Select from Accessed, Modified, or Modified or Status Changed.

Process only files located on this computer

Determine how remote files are handled. If you selected Microsoft Exchange Server as the policy Source, this checkbox is disabled.

Select the checkbox to limit the job to the files on the local  host computer. De-select to include files on remote computers.

Follow symbolic links

Determine how files with symbolic links are handled. If selected, any symbolic links associated with data in the job  are included in the job. If de-selected, symbolic links are not ingested. If you selected Microsoft Exchange Server as the policy Source, this checkbox is disabled.

This feature is for use with Linux and UNIX based hosts as Windows does not support symbolic links. In Windows, if only a shortcut file is selected, then it alone is ingested. To ingest a file where a shortcut points, the file must be selected.

Process directories to preserve their state

Use to preserve original owners and rights of directories during retrieval. This option also enables the restoration of empty directories. If you selected Microsoft Exchange Server as the policy Source, this checkbox is disabled.

Files and Folders to Include/Exclude

After making general selections of files and folders to process from the options above, you can apply filters to refine which files or folders to process.

Exclude filters - Rule out specific files or folders from a job.

Include filters - Include only specific files or folders in a job.

For more information see Filters and Wildcards.