Vault Tracker Feature - Advanced

Table of Contents

Export Media Using the Vault Tracker Feature

You can export media using the Vault Tracker feature:

  • Export Media Wizard using a criteria-based scheme or a list-based scheme
  • Vault Tracker policies
  • After backup and Auxiliary Copy operations

You can configure the number of times an export operation must retry before it is aborted, and the retry interval minutes using the Export Operation Retry Count and the Vault Tracker feature export retry interval in minutes options in the Media Management Configuration (Service Configuration) dialog box.

Export Media Using the Export Media Wizard

The Export Media Wizard provides the capability to export one or more media from a library. Use the wizard if you know which library contains the media that you want to export, as well as the media to be exported.

The following procedures access The Export Media Wizard at the library level. However, you can also access the Export Media Wizard at the Media in Library level.

Exporting Media Based on Criteria

Exporting media based on criteria creates a standard Vault Tracker policy. This method offers fewer options than creating a Vault Tracker policy with the Vault Tracker Policy Wizard. However, you can modify the criteria-based policy in the Tracking Policy Details dialog box after you create the policy.

  1. In the CommCell Browser, expand to Storage Resources | Libraries.
  2. Right-click the appropriate library, and then click Export Media.

    The Export Media Wizard appears.

  3. On the Export Media page, select Yes, and then click Next.
  4. On the Scheme to Export Media page, select Criteria Based, and then click Next.
  5. Follow the wizard to create a policy.
  6. Once you have finished creating the policy, on the ribbon of the CommCell Console, click View, and then click Refresh.
  7. In the CommCell Browser, expand to Policies | Vault Tracker Policies.

    The criteria-based policy that you created appears in the right pane.

Exporting Media from a List

Media can be selected from a list of media and exported. This allows you to export individual or specific media.

  1. In the CommCell Browser, expand to Storage Resources | Libraries.
  2. Right-click the appropriate library, and then click Export Media.

    The Export Media Wizard appears.

  3. On the Export Media page, select Yes, and then click Next.
  4. On the Scheme to Export Media page, select List Based, and then click Next.
  5. On Select the media you want to export page, select the appropriate media, and then click Next.

    To select more than one media, hold down the Ctrl key.

  6. On the Select movement destination and tracking page, define the appropriate transit location and destination.
  7. Click Finish.

    The media is moved to the mail slot for removal.

You must record the movement action as described in Monitor and Record the Status of a Media.

Vault Tracker Policies

Use Vault Tracker policies to track regular media movements such as shipment of the media from a library to offsite storage or a media repository, or shipment of media between two locations, and so on.

Standard Policies: A standard policy tracks the movement of media between any source and any destination, including:

  • Library to location
  • Location to location
  • Location to library
  • Library to library

Due Back Policies: A Due Back policy tracks the movement of spare media that is stored in an offsite location.

When you create a policy, you can:

  • Schedule the policy to run at a later time if you anticipate that changes will be made to the policy prior to media movement. Policies can be scheduled to run daily, weekly, and so on.
  • Delay the export of the media, which creates a time gap between when the policy is run and when the media movement actions actually start. This provides time for you to create and review a Vault Tracker Report and examine all of the policy's actions prior to any actions taking place. If any changes to the policy are required, you can make those changes without aborting an action or running an action again.
  • Temporarily stop an action by placing the export operation in a pending state for a specified amount of time. For example, you can suspend the process if you need to perform library maintenance or urgent backup and recovery operations, but do not want to abort or restart what has already been completed. When the library is available again, you can restart the policy manually from the point where it left off. Alternatively, you can set the policy to resume automatically at a specified time.

In addition, you can:

  • Run the policy if you want to run the policy immediately.
  • Clone the policy to create an exact duplicate that retains all of the properties of the original policy. Use the cloned policy as a basis for new policy instead of creating a new policy that is very similar.
  • Change the Properties of a policy while it is still in the pending state.
When you run a Vault Tracker policy, the following items appear in the CommCell Console:
  • An Event Message that indicates that the Vault Tracker policy has been run.
  • When the Auto acknowledge option is enabled in the Vault Tracker policy, all of the pending actions that are associated with the media movement are acknowledged automatically if both the source and the destination are a location. If the source is a library, the pending actions are acknowledged automatically when the media is removed from the library.
  • For jobs that must be acknowledged manually, the pending actions appear in the right pane of the CommCell Browser when you click Actions under Storage Resources | Vault Tracker.

You must record the movement action as described in Monitor and Record the Status of a Media.

Creating a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies.
  2. Right-click Vault Tracker Policies, and then click New Tracking Policy.
  3. Use the Vault Tracker Policy Wizard to guide you through the process of creating a new Vault Tracker policy.

Once you create a Vault Tracker policy, it must be run or scheduled.

Cloning a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the policy that you want to clone, and then click Clone.

    The Clone Vault Tracker Policy dialog box appears.

  3. In the Enter Name box, type the name of the new policy.
  4. Click OK.

    The cloned Vault Tracker policy appears in the right pane.

  5. Right-click the Vault Tracker policy, and then click Properties.

    The Tracking Policy Details dialog box appears.

  6. On the General tab, click the Enable check box.
  7. Click OK.

    The Vault Tracker policy is enabled and ready to use.

We recommend that you change some of the options of the cloned Vault Tracker policy so that it is not an exact duplicate of the original policy.

Modifying a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the appropriate Vault Tracker policy, and then click Properties.

    The Tracking Policy Details dialog box appears.

  3. Make the required changes, and then click OK.

Deleting a Vault Tracker Policy

Make sure that no pending actions are in progress for the Vault Tracker policy that you want to delete.

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the policy that you want to delete, and then click Delete.

    A message appears that asks you to confirm the deletion.

  3. Click Yes.

Viewing Media That Is Associated with a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the appropriate Vault Tracker policy, and then click View Media.

    The View Media dialog box lists media that meet the criteria defined in the Vault Tracker policy.

Running a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the policy that you want to run, and then click Run.

    A message appears that asks you to confirm that you want to run the policy now.

  3. Click Yes.

You must record the movement action as described in Monitor and Record the Status of a Media.

Scheduling a Vault Tracker Policy

Schedules for Vault Tracker policies honor holidays at the CommServe level.

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Tracking Policies appear in the right pane.

  2. Right-click the appropriate Vault Tracker policy, and then click Create Schedule.
  3. On the Schedule Details tab, create the required schedules for the Vault Tracker policy.
  4. Click OK.

You can view, modify, delete, or disable schedules.

Exporting Media After a Backup Operation

Backup operations can be started immediately or scheduled using the scheduling options.

  1. From the CommCell Browser, right-click the appropriate subclient, and then click Backup.
  2. In the Backup Options dialog box, select the required options.
  3. Click Advanced.
  4. In the Advanced Backup Options dialog box, click the Vault Tracking tab.
  5. Click the Export Media After Job Finishes check box.
  6. If necessary, select the option to Exclude Media Not Copied.
  7. If necessary, select the appropriate Media Status.
  8. Select the Export Location from the list.
  9. Click the Track Transit check box, and then select the transit location from the list.
  10. Click the Use Virtual Mail Slots check box to move the media automatically to a virtual mail slot in the library after the backup operation.
  11. Click the Filter Media by Retention check box, and then select the appropriate option.
  12. Click OK.
  13. Click OK.

You must record the movement action as described in Monitor and Record the Status of a Media.

Pending Actions

Once media is removed from the library, all media movement outside of the library must be recorded to track the operation. Such outside media movements are referred to as pending actions. Once an action is initiated, the media appears in the reconciliation report.

Types of Media Movements and the Options for Recording Pending Actions

Media Movement Between Two Locations

Vault Tracker Options

  • Picked Up
  • Return to Source
  • Reached Destination

Media Movement from a Library to Location

Vault Tracker Options

  • Reached Destination

Media Movement from a Location to a Library

A Due Back policy can be used for this movement.

Vault Tracker Options

  • Picked Up

Media Movement Between Two Libraries

The following pending actions can be recorded:

Picked Up: Sets the media location as In Transit, when the source is a location. In the case of a library, this action is performed automatically when the media is removed from the source library.

Reached Destination: Indicates that the media has reached its destination. The pending action is considered complete and appears in the Tracking History. If the final destination is a library, this action is performed automatically when the media is detected in the destination library.

Return to Source: Resets the media location to the source location. This option is valid only when:

  • The media is in the in-transit state.
  • When the source is a location (not a library).

Abort: Cancels the pending action.

Suspend: Temporarily discontinues all media movement for a specified amount of time. The media movement can be resumed manually or at a specified time.

Resume: Media movement continues when a suspension has been lifted by either resuming the action manually or when the specified Suspend time has expired.

Quit Time: Specifies the amount of time that can elapse for the action to abort. Quit Time can also be configured in the Media Management Configuration (Service Configuration) dialog box.

Summary of Pending Actions

Viewing Pending Actions

  1. From the CommCell Browser, expand to Storage Resources | Vault Tracker.
  2. Click Actions.

    All pending actions appear in the right pane.

Acknowledging Pending Actions

Manual Acknowledgment

When you run a backup operation, Auxiliary Copy operation, Export Media operation, or Vault Tracker policy with the Auto acknowledge option disabled, you must acknowledge the media movement actions manually. You can record the pending action for all of the media that are associated with a specific movement, or for individual media that are associated with a specific movement.

You can acknowledge pending actions manually two ways:

Pre-acknowledge: All pending actions can be acknowledged assuming that the media will get to the destination.

Post-acknowledge: Generate the Tracking Report with the Reconciliation option enabled. All media that are in transit are listed. Once a confirmation from offsite is received, all pending actions can be acknowledged.

See Monitor and Record the Status of a Media for more information.

Automatic Acknowledgment

When you create a Vault Tracker policy, you can enable the Auto acknowledge option within the policy. When the policy is run, all of the pending actions that are associated with the media movement are acknowledged automatically if both source and destination are a location. If the source is a library, the pending actions are acknowledged automatically when the media is removed from the library.

The Auto acknowledgement option can be enabled (or disabled) for Vault Tracker policies and Media Export operations. Automatic acknowledgement is not available for backup and Auxiliary Copy operations.

Setting Automatic Acknowledgment of Pending Actions in a Vault Tracker Policy

  1. From the CommCell Browser, expand to Policies | Vault Tracker Policies.

    All of the available Vault Tracker policies appear in the right pane.

  2. Right-click the appropriate policy, and then click Properties.
  3. On the General tab of the Tracking Policy Details dialog box, select the Auto acknowledge check box.
  4. Click OK.

You can also enable the Auto acknowledge option for Export Media operations.

Monitoring and Recording the Status of Media

  1. From the CommCell Browser, expand to Storage Resources | Vault Tracker, and then click Actions.

    All of the Vault Tracker jobs with a pending action appear in the right pane.

  2. Right-click the appropriate action, and then click the appropriate movement action.
  3. If you want to record the status for the individual media in the action, right-click the action, and then click Details.

    The Media Action Details dialog box appears.

  4. Click the List of Media tab.
  5. Right-click the appropriate media, and then click the appropriate movement action.

Available status:

  • When the media is at source:
    • If the current location of the media is inside of the library, that status cannot be recorded.
    • If current location of the media is outside of the library, you can record the Picked Up, Reached Destination status.
  • When the media is in the virtual mail slot, the status cannot be recorded.
  • When the media is in transit:
    • If the destination is an export location, you can record the Reached Destination status.
    • If the destination is a library, status cannot be recorded.
    • If the source and destination are an export location, you can record the Return to Source and Reached Destination status.

The status options that are available for an action (as opposed to the status options that are available for a media in the Media Action Details dialog box) is the combination of all of the available commands for all of the media that are associated with the action.

Tracking History

After all of the pending actions are recorded, the Vault Tracker feature automatically catalogs the information in the Tracking History.

To display the information in the Actions pane before the information is moved to the history information, define a display time using the Time in hours to show the Vault Tracker history in actions pane option in the Media Management Configuration (Vault Tracker Configuration) dialog box.

Viewing the Tracking History

  1. From the CommCell Browser, expand to Storage Resources | Vault Tracker.
  2. Right-click Actions, and then click Tracking History.

    The Media Movement Filter Criteria dialog box appears.

  3. Select the required filter criteria, and then click OK.

    The history information that is associated with the media movement appears in the Tracking History dialog box.

Deleting an Action from the Tracking History

You can Delete a pending action history or delete individual media action history of a pending action.

  1. From the CommCell Browser, expand to Storage Resources | Vault Tracker.
  2. Right-click Actions, and then click Tracking History.

    The Media Movement Filter Criteria dialog box appears.

  3. Select the required filter criteria, and then click OK.

    The history information that is associated with the media movement appears in the Tracking History dialog box.

  4. Right-click the action that you want to delete, and then click Delete.

    The action is deleted from the tracking history.

Rolling Back an Action from the Tracking History

You can roll back an action if both the source and destination locations are export locations and the media is listed in the history information after it is marked as Reached Destination. This allows to roll back a location change that is incorrect.

The Roll back option is not available in the following situations:
  • When the media movement history has a library as the source or destination location.
  • When the media movement history failed.
  1. From the CommCell Browser, expand to Storage Resources | Vault Tracker.
  2. Right-click Actions, and then click Tracking History.

    The Media Movement Filter Criteria dialog box appears.

  3. Select the required filter criteria, and then click OK.

    The history information that is associated with the media movement appears in the Tracking History dialog box.

  4. Right-click the appropriate action, and then click Roll Back.

    The action is rolled back in the history.

Pruning Tracking History

Tracking History information is pruned after 90 days by default. You can change the number of days with the Days to keep Vault Tracker records option in the Media Management Configuration (Vault Tracker Configuration) dialog box.

Export Locations

Adding an Export Location

  1. From the CommCell Browser, expand to Storage Resources.
  2. Right-click Locations, and then click New Location.

    The Export Location Details dialog box appears.

  3. In the Location box, type a name for the location.
  4. From the Type list, select whether the location is Stationary or Transit location.
  5. (Optional) In the Description box, type a brief description of the location.
  6. Click OK.

    The new location is added.

In addition, locations can be added when you configure other Vault Tracker operations such as Vault Tracker policies, Export Media operation, and so on.

Modifying an Export Location

  1. From the CommCell Browser, expand to Storage Resources | Locations.
  2. Right-click the appropriate location, and then click Properties.

    The Export Location Details dialog box appears.

  3. Make any required modifications.
  4. Click OK.

Deleting an Export Location

Make sure that the export location that you want to delete is not associated with a Vault Tracker policy or pending action. In addition, make sure that no media currently reside in the location.

  1. From the CommCell Browser, expand to Storage Resources | Locations.
  2. Right-click the appropriate location, and then click Delete.
  3. A message appears that asks if you want to delete the location. Click Yes.
  4. On the ribbon of the CommCell Console, click View, and then click Refresh.

    The location is deleted.

Deleting Multiple Export Locations Simultaneously

Delete multiple locations simultaneously from the command line interface.

Make sure that the export locations that you want to delete are not associated with a Vault Tracker policy or pending action. In addition, make sure that no media currently resides in the locations.

  1. Create a .bat file that uses the qdelete location command for each location that you want to delete.

    For example:

    qdelete location -loc location1
    qdelete location -loc location2
    qdelete location -loc location3

  2. Place the .bat file in the <software installation path>\Base folder.
  3. Run the .bat file.

    The locations that you specified are deleted.

Setting Location Information Using Barcodes

The setMediaLocation utility in Resource Pack provides a method to set location information for media using the media's barcode. This allows you to incorporate existing barcode scanning capabilities with media movement operations that are performed with the Vault Tracker feature. See Resource Pack for more information.

Alerts

A time interval for generating Vault Tracker alerts can be defined with the Interval (Minutes) between Vault Tracker alerts option in the Media Management Configuration (Service Configuration) dialog box

Recall Media

The Recall Media feature allows you to bring media back temporarily from an export location for a specific operation, and then return the media to the export location when the operation is complete. For example, you can export media to another location with the intention of keeping the media at the export location for an defined period of time, but bring the media back from the export location for a specific purpose (such as a data recovery operation) prior to the original return date.

See Recall Media for more information.

Performing Vault Tracker Operations from the Command Line Interface

You can perform several of the Vault Tracker operations from the command line interface. For more information, see Command Line Interface - MediaAgent - QCommands.