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lite:function_reconciliation [2018/12/03 02:27] – [Creating Certificates] Scott Cunliffe | lite:function_reconciliation [2025/01/21 22:07] (current) – external edit 127.0.0.1 |
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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). | 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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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. |
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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 **Options** window. If required you can set the location for the log files to be written to, or leave the default. | 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'', 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. |
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Click ''Next'' to continue. | Click ''Next'' to continue. |
{{: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 [[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. | 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. |
{{: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 [[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}} | {{: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 [[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. |
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===== Volume Statistics ===== | ==== Volume Statistics ==== |
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The **Reconciliation Scan**window displays current [[object:customer|Customer]], [[object:media|Media]] and [[object:repository|Repository]]. | The **Reconciliation Scan** window displays current [[object:customer|Customer]], [[object:media|Media]] and [[object:repository|Repository]]. |
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The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]]. | The main window displays a list of all [[object:volume|Volumes]] presumed to be in the [[object:repository|Repository]]. |
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As [[object:volume|Volumes]] are scanned: | 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 [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 [New][Scanned] if the [[object:volume|Volume-ID]] is unrecognized | * [[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 | * [[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]. | [[object:volume|Volumes]] not scanned will be recorded with a status of [Unscanned]. |
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{{:lite:lite_reconciliation_scanned.png}} | {{:lite:lite_reconciliation_scanned.png}} |
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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. | 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 [[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. |
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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]]. | 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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===== Creating Certificates ===== | ==== Creating Certificates ==== |
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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]]''. | 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 tip>To create [[subsystem:certification|Certificates]] you must have [[master:user|Certify Rights]] assigned to your [[object:user|User-ID]]</note> | <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. | Creation status will then be displayed. |
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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 -> |