9.6 Associating or Disassociating Pairs and Policies

Dynamic File Services pairs and policies must be associated before any data can be moved between the primary and secondary paths. A single pair can be associated with multiple policies. A single policy can be associated with multiple pairs.

IMPORTANT:A retention pair can be associated with a policy only if the direction is Primary to Secondary. You must use the Review Service to restore a file from the retention repository on the secondary path to its original location on the primary path. For information, see Section 12.6.4, Restoring Files or Folders.

9.6.1 Viewing a List of Pairs Associated with a Policy

You can view a list of the pairs associated with a policy in the Policy Properties dialog box.

  1. In the Management console, connect to the DynamicFS server that you want to manage.

  2. Click the Policies folder under the server to view the list of policies for the server in the right panel.

  3. Right-click a policy, then select Properties.

  4. Click the Pairs tab to view a list of the pairs that are currently associated with the policy.

  5. Click OK or Cancel to exit.

9.6.2 Viewing a List of Policies Associated with a Pair

You can view a list of the policies associated with a pair in the Pair Properties dialog box or in the Statistics dialog box.

  1. In the Management console, connect to the DynamicFS server that you want to manage.

  2. Click the Pairs folder under the server to view the list of pairs for the server in the right panel.

  3. Use either of the following methods to see a list of policies associated with a pair:

    • Right-click a pair, select Properties, then select the Policies tab to view a list of the policies that are currently associated with the pair.

    • Right-click a pair, select Statistics, then view a list of the policies that are currently associated with the pair in the Policies associated to pair area.

      This view has the added benefit of showing the current state of the policy and information about the last time the policy was run.

  4. Click OK or Cancel to exit.

9.6.3 Associating or Disassociating Pairs with a Policy

You can associate or disassociate pairs with a selected policy by using the Policy Properties dialog box.

IMPORTANT:When you disassociate a pair from a policy, the policy must not be running on the pair.

  1. In the Management console, connect to the DynamicFS server that you want to manage.

  2. Click the Policies folder under the server to view the list of policies for the server in the right panel.

  3. Right-click a policy and select Properties to open its Policy Properties dialog box, then select the Pairs tab.

  4. (Optional) Associate one or more pairs to the selected policy:

    1. On the Pairs tab, click Add to open the Select Pairs dialog box.

      The Select Pairs dialog box displays a list of all pairs that are defined on the server that are not already associated with the selected policy.

    2. Select one or more pairs that you want to add to the Pairs list, then click OK.

    3. Click Apply.

  5. (Optional) Disassociate one or more pairs from the selected policy:

    1. Ensure that the selected policy is not currently running on any of the pairs you want to disassociate from it.

      The policy should both report an Idle state in the Management Console window. You can wait until the policy run ends, or you can manually stop the running process.

    2. Select one or more pairs that you want to remove from the Pairs list for the policy, then click Remove.

    3. Click Apply.

  6. Click OK to save changes made on the current page, or click Cancel to exit.

    The policy is enforced for its associated pairs at the policy’s next scheduled run time. Scheduled and unscheduled policies that are associated with a pair can be run manually by using the Execute now option.

9.6.4 Associating or Disassociating Policies with a Pair

You can associate or disassociate policies with a pair by using the Pair Properties dialog box or the Statistics dialog box.

IMPORTANT:When you disassociate a policy from a pair, the policy must not be running on the pair.

Using the Pair Properties Dialog Box to Add or Remove Policy Associations

  1. In the Management console, connect to the DynamicFS server that you want to manage.

  2. Click the Pairs folder under the server to view the list of pairs for the server in the right panel.

  3. Right-click a pair and select Properties to open its Pair Properties dialog box, then select the Policies tab.

  4. (Optional) Associate one or more policies to the selected pair:

    1. On the Pairs tab, click Add to open the Select Policies dialog box.

      The Select Policies dialog box displays a list of all policies that are defined on the server that are not already associated with the selected pair.

    2. Select one or more policies that you want to add to the Pairs list, then click OK.

    3. Click Apply.

  5. (Optional) Disassociate one or more policies from the selected pair:

    1. Ensure that the policies that you want to disassociate from the pair are not currently running on the pair.

      The policy should both report an Idle state in the Management Console window. You can wait until the policy run ends, or you can manually stop the running process.

    2. Select one or more policies that you want to remove from the Pairs list for the pair, then click Remove.

    3. Click Apply.

  6. Click OK to save changes made on the current page, or click Cancel to exit.

    The policies associated with the pair are enforced at each policy’s next scheduled run time. Scheduled and unscheduled policies that are associated with a pair can be run manually by using the Execute now option.

Using the Pair Statistics Dialog Box to Add or Remove Policy Associations

  1. In the Management console, connect to the DynamicFS server that you want to manage.

  2. Click the Pairs folder under the server to view the list of pairs for the server in the right panel.

  3. Double-click the pair to open its Statistics dialog box.

  4. (Optional) Add a new policy association:

    1. Use either of the following methods to open the Select Policies dialog box:

      • In the Statistics dialog box toolbar, select Actions > Add policy association.

      • Right-click in the Policies associated to pair area, then select Add policy association from the pop-up menu.

      The Select Policies dialog box displays a list of all policies that are defined on the server that are not already associated with the selected pair.

    2. In the Select Policies dialog box, select one or more policies to associate with the pair, then click OK.

      The policies are enforced for the selected pair at the each policy’s next scheduled run time. Scheduled and unscheduled policies that are associated with a pair can be run manually by using the Execute now option.

  5. (Optional) Remove a policy association:

    1. Ensure that the policy is not currently running on the pair.

      You can wait until the policy run ends, or you can manually stop the running process.

    2. In the Policies associated to pair area, select one or more idle policies that you want to disassociate from the pair.

    3. Use either of the following methods to remove the association between the selected policies and the selected pair:

      • In the Statistics dialog box toolbar, select Actions > Remove policy association

      • Right-click and select Remove policy association.

  6. When you are done, close the Statistics dialog box.