Managing data from the Shares list view

You can perform any data management action on the folders Workspace > Shares list view of the Data Insight Management Console.

To manage data from the Shares list view

  1. In the Management Console, click the Workspace tab.
  2. Navigate to the Shares list view.

    Shares list view displays for all configured shares or site collections. You can drill down the folder hierarchy to select the path for which you want to archive or otherwise manage the data using custom scripts.

  3. Select the check boxes for the paths that you want to manage.
  4. From the Actions drop-down, select one of the following:
    • Archive - Click to archive the folder(s) using Enterprise Vault.

    • Custom Action - Click to execute a custom action.

    Note:

    The name of the Custom Action icon appears as defined in the configuration for the custom action. Up to two custom actions can be configured for data management actions like deleting data, or archiving data. For more information on configuring a custom action, refer to the Veritas Data Insight Administrator's Guide.

  5. If you click the Archive icon, the Archive Files dialog displays. Select the following options:
    • Retention Policy: Select an option to indicate how long the archived data has to be stored, before it is allowed to be deleted.

      Post Processing Action: Select an option to indicate how to handle the source data, after the archive operation is complete.

      You can push classification tags while archiving files into Enterprise Vault to enable faster search while searching from Enterprise Vault. Select the Add Custom Index Property check box . You can select a Property type from the drop-down box like Text, Integer or Date. Depending on what you select, text boxes corresponding to Set, Name and Value appear. You must specify the name of the property set, the name of the property and the value of the property which will constitute the classification tag that will be pushed while archiving files into Enterprise Vault.

      For more information, refer to the Data Insight Administrator's Guide.

  6. Click Archive.
  7. If you click the Custom Action icon, the Confirm Custom Action Execution dialog displays. Click Yes.

You can view the status of the archiving operation on the Settings > Action Status page.