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| lite:function_reconciliation [2017/06/20 17:39] – [Volume Statistics] Scott Cunliffe | lite:function_reconciliation [2025/01/21 22:07] (current) – external edit 127.0.0.1 |
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| ====== Library Reconciliation ====== | ====== Library Reconciliation ====== |
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| Library reconciliation allows you to physically check the repository's actual contents and compare it to a current list of what is listed as in that repository and create an audit certificate including volumes present, deficient (absent) and surplus (extra). | Library Reconciliation allows you to physically check the [[object:repository|Repository's]] actual contents and compare it to a current list of what [[object:volume|Volumes]] are listed as in that [[object:repository|Repository]] and create an [[subsystem:certification|Audit Certificate]] including [[object:volume|Volumes]] present, deficient (absent) and surplus (extra). |
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| ====== Steps ====== | ===== Reconciliation Process ===== |
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| ===== Select Library Reconciliation ===== | ==== Select Library Reconciliation ==== |
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| Once logged into TapeTrack Lite, select Library Reconciliation from the Library Management Tasks drop-down menu. | Select ''Library Reconciliation'' from the **Task Menu** and click ''Next'' to continue. |
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| {{:desktop:lite_reconcile.png}} | {{:desktop:lite_reconcile.png}} |
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| ===== Set Options ===== | ==== Set Options ===== |
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| This will open the TapeTrack Lite Options window where you can select or change the directory for the log files. Once the correct directory is set, or to accept the default location, click ''Next'' to continue. | This will open the **Options** window. If required you can set the location for the log files to be written to, or leave the default. |
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| | To change the default directory, click in the field to the right of the Log File Folder and click on the (''...'') button and select directory. |
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| | Click ''Next'' to continue. |
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| {{:desktop:lite_scan_out_log.png}} | {{:desktop:lite_scan_out_log.png}} |
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| ===== Select a Customer ===== | ==== Select a Customer ==== |
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| Select the account or customer that you want to manage tapes for by double-clicking the customer-ID or left clicking the customer-ID and clicking ''Next'' to continue. | Select the account or Customer that you want to manage [[object:volume|Volumes]] for by double-clicking the [[object:customer|Customer-ID]] or left-clicking the [[object:customer|Customer-ID]] and clicking ''Next'' to continue. |
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| {{:desktop:lite_scan_out_select_customer.png}} | {{:desktop:lite_scan_out_select_customer.png}} |
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| ===== Select a Media Type ===== | ==== Select a Media Type ==== |
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| Select the media type that you want to reconcile by double-clicking the media-ID or left clicking the media-ID and clicking ''Next'' to continue. | Select the [[object:media|Media]] type that you want to Reconcile by double-clicking the [[object:media|Media-ID]] or left-clicking the [[object:media|Media-ID]] and clicking ''Next'' to continue. |
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| {{:desktop:lite_reconciliation_media.png}} | {{:desktop:lite_reconciliation_media.png}} |
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| ===== Select a Repository ===== | ==== Select a Repository ==== |
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| From the Reconciliation Location window select which repository to perform the reconciliation on by double clicking on the repository ID or by left clicking on the repository and clicking ''Next'' to proceed. | From the **Reconciliation Location** window select which [[object:repository|Repository]] to perform the Reconciliation on by double-clicking on the [[object:repository|Repository-ID]] or by left-clicking on the [[object:repository|Repository]] and clicking ''Next'' to proceed. |
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| {{:desktop:lite_reconciliation_repository.png}} | {{:desktop:lite_reconciliation_repository.png}} |
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| If you have performed reconciliations before on the selected repository you will be given the option of continuing the previous reconciliation (select yes) or starting a new one (select no). | If you have performed Reconciliations before on the selected [[object:repository|Repository]] you will be given the option of continuing the previous Reconciliation (select ''Yes'') or starting a new one (select ''No''). |
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| {{:desktop:lite_reconciliation_restart.png}} | {{:desktop:lite_reconciliation_restart.png}} |
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| The Reconciliation Location window will also display certificates from previous reconciliation results. To display these certificates double click on the time stamp of a chosen certificate. Certificates contain information pertaining to scope, results and update statistics. On the Certificate Item List individual volume ID's are displayed with a color coded image to quickly identify correct (green), surplus (yellow) and deficit (red) volumes. | The **Reconciliation Location** window will also display [[subsystem:certification|Certificates]] from previous Reconciliation results. To view these [[subsystem:certification|Certificates]] double click on the ''Time Stamp'' of a chosen [[subsystem:certification|Certificate]]. |
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| | [[subsystem:certification|Certificates]] contain information pertaining to scope, results and update statistics. |
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| | On the **[[subsystem:certification|Certificate]] Item List** individual [[object:volume|Volume-ID's]] are displayed with a color coded image to quickly identify correct (green), surplus (yellow) and deficit (red) [[object:volume|Volumes]]. |
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| ===== Volume Statistics ===== | |
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| The Reconciliation window displays current customer, media and repository. The main window displays a list of all volumes presumed to be in the repository. The right of the window displays volume statistics including total, scanned, unscanned, undefined (not on list). | |
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| Scan in the volumes into the Reconciliation Scan in window using a your preferred [[desktop:scan_window| scanning method]] to record present volumes. | ==== Volume Statistics ==== |
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| As volumes are scanned: | The **Reconciliation Scan** window displays current [[object:customer|Customer]], [[object:media|Media]] and [[object:repository|Repository]]. |
| * correct volumes will be recorded and marked off the list by a line crossing off the volume ID and status changed from [Unscanned] to [Scanned] | |
| * volumes not on the list will be recorded, added to the list with a status of [New][Scanned] if ID is unrecognized | |
| * volumes scanned as a duplicate volume ID will increment the Scan Count of the previously scanned volume with that barcode | |
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| Volumes not scanned will be recorded with a status of [Unscanned]. | The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]]. |
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| | The right of the window displays [[object:volume|Volume]] statistics including total, scanned, unscanned, undefined (not on list). |
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| | Scan in the [[object:volume|Volumes]] into the **Reconciliation Scan-In** window using a your preferred [[desktop:scan_window| scanning method]] to record present [[object:volume|Volumes]]. |
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| | As [[object:volume|Volumes]] are scanned: |
| | * Correct [[object:volume|Volumes]] will be recorded and marked off the list by a line crossing off the [[object:volume|Volume-ID]] and status changed from [Unscanned] to <del>[Scanned]</del>. |
| | * [[object:volume|Volumes]] not on the list will be recorded, added to the list with a status of <del>[New]</del><del>[Scanned]</del> if the [[object:volume|Volume-ID]] is unrecognized. |
| | * [[object:volume|Volumes]] scanned as a duplicate [[object:volume|Volume-ID]] will increment the Scan Count of the previously scanned [[object:volume|Volume]] with that Barcode and be labelled as <del>[Duplicate][Scanned] |
| | </del>. |
| | [[object:volume|Volumes]] not scanned will be recorded with a status of [Unscanned]. |
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| | Any [[object:volume|Volumes]] currently in a move between [[object:repository|Repositories]] will also be labelled with [Moving-In] or [Moving-out]. |
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| {{:lite:lite_reconciliation_scanned.png}} | {{:lite:lite_reconciliation_scanned.png}} |
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| When all present volumes have been scanned close the scan-in window by clicking ''Next'' or ''X''. If any volumes have a status of Unscanned you will be prompted whether or not to flag the volumes as having failed the repository audit. Selecting yes will update the flags for those volumes in the database and add an 'a' flag in TapeTrack TapeMaster. | When all present [[object:volume|Volumes]] have been scanned close the **Scan-in** window by clicking ''Next'' or ''X''. If any [[object:volume|Volumes]] have a status of Unscanned you will be prompted whether or not to [[common:volume_flags|Flag]] the [[object:volume|Volumes]] as having failed the [[object:repository|Repository]] audit. Selecting ''Yes'' will update the [[common:volume_flags|Flags]] for those [[object:volume|Volumes]] in the database and add an 'a' [[common:volume_flags|Flag]] in TapeTrack TapeMaster. |
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| {{:desktop:lite_reconciliation_flag.png}} | {{:desktop:lite_reconciliation_flag.png}} |
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| Updated flags will not be added to any volume/s with a current update lock applied to them and error window will be displayed as a result. The error window will display information on how many volumes were updated and which volumes are flagged with error status with an error explanation. | Updated [[common:volume_flags|Flags]] will not be added to any [[object:volume|Volume/s]] with a current update lock applied to them and error window will be displayed as a result. The error window will display information on how many [[object:volume|Volumes]] were updated and which [[object:volume|Volumes]] are [[common:volume_flags|Flagged]] with error status with an error explanation. |
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| Close this window by clicking ''OK'' or ''X'' to continue. | Clicking Create [[subsystem:certification|Certificate]] will produce a [[subsystem:certification|Certificate]] documenting the status of the reconciled [[object:repository|Repository]] for future reference including information on present (OK), absent (Deficit) and excess (Surplus) [[object:volume|Volumes]]. |
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| {{:lite:lite_reconciliation_create_certificate.png}} | |
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| {{:lite:lite_reconciliation_certificate_properties.png}} | ==== Creating Certificates ==== |
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| {{:lite:lite_reconciliation_certificate_item_list.png}} | In the **Create [[subsystem:certification|Certificate]]** window add a Description relevant to the Reconciliation (eg July 2018 Library Reconciliation) and click ''Create [[subsystem:certification|Certificate]]''. |
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| | <note important>To create [[subsystem:certification|Certificates]] you must have [[master:user|Certify Rights]] assigned to your [[object:user|User-ID]]</note> |
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| | Creation status will then be displayed. |
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| | To view [[subsystem:certification|Certificate]] click ''Certificate Properties''. |
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| ===== Creating Certificates ===== | {{:lite:lite_reconciliation_create_certificate.png}} |
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| In the Create Certificate window add a description relevant to the reconciliation (eg July 2018 Library Reconciliation) and click Create Certificate. Creation status will then be displayed. To view certificate click Certificate Properties. | The **[[subsystem:certification|Certificate]] Properties** window displays: |
| | * [[object:customer|Customer]] |
| The certificate properties window displays: | * [[object:media|Media type]] |
| * Customer | |
| * Media type | |
| * Repository | * Repository |
| * Certificate description | * [[subsystem:certification|Certificate]] Description |
| * Digital signature | * Digital signature |
| * Certificate status | * [[subsystem:certification|Certificate]] status |
| * Total items scanned | * Total items scanned |
| * Deficit items | * Deficit items |
| * Surplus items | * Surplus items |
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| | {{:lite:lite_reconciliation_certificate_properties.png}} |
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| The Certificate Item List tab displays: | The Certificate Item List tab displays: |
| * Volume ID of scanned tapes | * [[object:volume|Volume-ID]] of scanned [[object:volume|Volumes]] |
| * Status of scanned volumes, status options are: | * Status of scanned [[object:volume|Volumes]], status options are: |
| * Green tick and OK Lite Reconciliation Certificate {{image}} | * Green tick and OK : [[object:volume|Volumes]] should be present and are present |
| * Red cross and Deficit Lite Reconciliation Certificate {{image}} | * Red cross and Deficit : [[object:volume|Volumes]] should be present but are not present. |
| * Yellow exclamation and Surplus Lite Reconciliation Certificate {{image}} | * Yellow exclamation and Surplus : [[object:volume|Volumes]] should not be present but are present. |
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| {{image}} | {{:lite:lite_reconciliation_certificate_item_list.png}} |
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| Volumes can be filtered on the volume ID and/or Status. To filter insert search criteria under Volume or Status where Enter Text here is displayed. Filter off either whole search term or use * as a wildcard (e.g. to search for Surplus, type Surplus or S*). Search terms are case sensitive. Click OK to close and return to Create Certificate window. | [[object:volume|Volumes]] can be filtered on the [[object:volume|Volume-ID]] and/or Status. To filter insert search criteria under [[object:volume|Volume]] or Status where Enter Text here is displayed. Filter off either whole search term or use * as a wildcard (e.g. to search for Surplus, type Surplus or S*). Search terms are case sensitive. Click ''OK'' to close and return to **Create [[subsystem:certification|Certificate]]** window. |
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| Click ''OK'' to continue. | Click ''OK'' to continue. |
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| ===== Complete ===== | ===== Complete ===== |
| This will bring up the Complete window, from here you can | |
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| * Click ''Finish'', ''Cancel'' or ''X'' to exit TapeTrack Lite | |
| * Click ''Back'' to return to start menu and select another task | |
| * Click ''View Log File'' to view the log | |
| * Click ''Print Log File'' to print out log file for further reference | |
| * Click ''About This Software'' to view product and support (email, phone & website) information | |
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| {{:desktop:lite_finish.png}} | {{page>lite:end}} |
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| <- lite:advanced|Advanced Functions ^ lite:starting|Getting Started ^ lite:function_volume_management|Volume Management -> | <- lite:advanced|Advanced Functions ^ lite:advanced|Advanced ^ lite:function_volume_management|Volume Management -> |
