9.7 Modifying Policy Filters

Policy rules govern what files are moved and in which direction. You configure the policy rules when you create the policy. You can modify the policy rules and policy name later.

For information the different fields in the policy, see Section 9.1, Understanding Policies.

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

  2. Select the Policies folder for the server, then view the list of policies that are defined.

  3. Right-click the policy that you want modify, then select Properties.

  4. On the General tab under Direction, specify the direction to move data by selecting Primary to Secondary or Secondary to Primary, then click Apply to save the change.

    The direction determines whether the policy is enforced against files on the primary location or the secondary location.

    If retention pairs are associated with the policy, changing the direction from Primary to Secondary to Secondary to Primary automatically disassociates the retention pair from the policy.

  5. On the General tab under Filter options, click Edit to open the Modify filter dialog box.

  6. Specify one or more filter options to apply for this policy.

    For details, see Section 9.1.3, Policy Filter Options.

    Filter Option

    Description

    File size

    Select the check box, then create a rule that moves a file only if its size is greater than or less than the specified file size.

    Last accessed

    Select the check box, then create a rule that moves a file only if the elapsed time since it was last accessed is greater than or less than the specified time period.

    Last modified

    Select the check box, then create a rule that moves a file only if the elapsed time since it was last modified is greater than or less than the specified time period.

    File patterns

    Select the check box, then create a rule that moves a file only if its file name uses one of the specified file patterns. Separate multiple file patterns with a comma and no spaces. If you include spaces in a pattern, the spaces are interpreted as part of the pattern you seek.

    Restriction: The File patterns option cannot be used in combination with the File types option

    File types

    Select the check box to enable the option, then create a rule that moves a file based on the specified file types.

    • Add: Click Add, select one or more file types from the File types list, then click OK.

    • Remove: Select a file type from the list, then click Remove.

    • Use File Content: (Optional) Select the Use file content check box to move files only if the file content matches one of the specified file types. This option increases the run time of the policy.

    Restriction: The File types option cannot be used in combination with the File patterns option

    File owners

    Specify one or more user names or group names. Only files owned by the specified users or groups are moved. User names or group names that are invalid at run time are ignored.

    • Add: Click Add, select one or more user names or group names from the Users and Groups list, then click OK. You can also move ownerless files by selecting the {No owners} entry in the Users and Groups browse view.

    • Remove: Select a user name or group name from the list, then click Remove.

  7. Click OK to save your changes and close the Modify filter dialog box, then click OK to save your changes.

    The policy rule changes apply when the policy runs at its next scheduled interval. For information, see Section 10.4.1, Understanding How Changes Affect the Scheduled Run Interval.