Target and Process Policy Management

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The following section outlines how to create, modify, and delete Target and Process policies. For more detailed descriptions on window items, see the Target and Process Policies New Policy Elements table.

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, or Watch Folder.
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.

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.

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.

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.