Differences

This shows you the differences between two versions of the page.

--- lite:function_reconciliation [2018/12/03 01:42] – Scott Cunliffe
+++ lite:function_reconciliation [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Library Reconciliation ======
-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 audit certificate including [[object:volume|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).
-====== Steps ======
+===== Reconciliation Process =====
-===== Select Library Reconciliation =====
+==== Select Library Reconciliation ====
-Select ''Library Reconciliation'' from the drop-down task menu and click ''Next'' to continue.
+Select ''Library Reconciliation'' from the **Task Menu** and click ''Next'' to continue.
 {{:desktop:lite_reconcile.png}}
-===== Set Options =====
+==== Set Options =====
 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.
-To change the default directory, click in the field to the right of the ''Log File Folder'', click on the more options button ''(...)''.  From the **Browse For File** window select the preferred directory and click ''OK''.
+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.
 Click ''Next'' to continue.
@@ Line 21: / Line 21: @@
 {{:desktop:lite_scan_out_log.png}}
-===== Select a Customer =====
+==== Select a Customer ====
 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.
@@ Line 27: / Line 27: @@
 {{:desktop:lite_scan_out_select_customer.png}}
-===== Select a Media Type =====
+==== Select a Media Type ====
-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.
+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.
 {{:desktop:lite_reconciliation_media.png}}
-===== Select a Repository =====
+==== Select a Repository ====
-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.
+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.
 {{:desktop:lite_reconciliation_repository.png}}
-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).
+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'').
 {{:desktop:lite_reconciliation_restart.png}}
-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.
+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]].
-Certificates contain information pertaining to scope, results and update statistics.
+[[subsystem:certification|Certificates]] contain information pertaining to scope, results and update statistics.
-On the 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]].
+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]].
-===== Volume Statistics =====
+==== Volume Statistics ====
-The Reconciliation window displays current customer, media and [[object:repository|Repository]]. The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]]. The right of the window displays [[object:volume|Volume]] statistics including total, scanned, un-scanned, undefined (not on list).
+The **Reconciliation Scan** window displays current [[object:customer|Customer]], [[object:media|Media]] and [[object:repository|Repository]].
-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]].
+The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]].
-As [[object:volume|Volumes]] are scanned:
+The right of the window displays [[object:volume|Volume]] statistics including total, scanned, unscanned, undefined (not on list).
-  * 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 [Scanned]
-  * [[object:volume|Volumes not on the list will be recorded, added to the list with a status of [New][Scanned] if 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
+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]].
+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].
+Any [[object:volume|Volumes]] currently in a move between [[object:repository|Repositories]] will also be labelled with [Moving-In] or [Moving-out].
 {{:lite:lite_reconciliation_scanned.png}}
-When all present volumes have been scanned close the scan-in window by clicking ''Next'' or ''X''. If any [[object:volume|Volumes]] have a status of Un-scanned 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.
+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.
 {{:desktop:lite_reconciliation_flag.png}}
-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.
+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.
-Clicking Create Certificate will produce a 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]].
+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]].
-===== Creating Certificates =====
+==== Creating Certificates ====
-In the Create Certificate window add a description relevant to the reconciliation (eg July 2018 Library Reconciliation) and click Create Certificate.
+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]]''.
-<note tip>To create Certificates you must have Certify Rights</note>
+<note important>To create [[subsystem:certification|Certificates]] you must have [[master:user|Certify Rights]] assigned to your [[object:user|User-ID]]</note>
 Creation status will then be displayed.
-To view certificate click Certificate Properties.
+To view [[subsystem:certification|Certificate]] click ''Certificate Properties''.
 {{:lite:lite_reconciliation_create_certificate.png}}
-The certificate properties window displays:
+The **[[subsystem:certification|Certificate]] Properties** window displays:
-  * Customer
+  * [[object:customer|Customer]]
-  * Media type
+  * [[object:media|Media type]]
   * Repository
-  * Certificate description
+  * [[subsystem:certification|Certificate]] Description
   * Digital signature
-  * Certificate status
+  * [[subsystem:certification|Certificate]] status
   * Total items scanned
   * Deficit items
@@ Line 101: / Line 107: @@
 The Certificate Item List tab displays:
-  * [[object:volume|Volume-ID]] of scanned tapes
+  * [[object:volume|Volume-ID]] of scanned [[object:volume|Volumes]]
   * Status of scanned [[object:volume|Volumes]], status options are:
-    * Green tick and OK : Should be present and are present
+    * Green tick and OK : [[object:volume|Volumes]] should be present and are present
-    * Red cross and Deficit : Should be present and are not present.
+    * Red cross and Deficit : [[object:volume|Volumes]] should be present but are not present.
-    * Yellow exclamation and Surplus : Should not be present but are present.
+    * Yellow exclamation and Surplus : [[object:volume|Volumes]] should not be present but are present.
 {{:lite:lite_reconciliation_certificate_item_list.png}}
-[[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 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.
 Click ''OK'' to continue.
 ===== Complete =====
-This will bring up the Complete window, from here you can
-  * 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
-{{:desktop:lite_finish.png}}
+{{page>lite:end}}
-<- 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 ->