The Lite Send process is used to select Volumes that reside in one location for the purpose of putting the Volumes into a Move status to another location or Repository.

When a Volume is put into a Move status this only represents the request to move the Volume and a second step is required to Confirm the movement of the Volume.

In addition to putting each Volume into a Move status, the Send function also allows you to set values such as:

1. A Next Move Date which will influence when a Volume returns to you.
2. A Description of the Volume .
3. A Time Threshold which will raise an alert if the Volume is not Scanned-In at the next location or Repository.
4. A Data Cluster which can be used to automatically determine the Next Move Date, using a Simple Management Rule.

From the drop down menu, click on the arrow to display full menu and click on Send.

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 (…) and select the preferred directory.

You can set the time deadline before a Volume will be marked as overdue at its Target Repository. Click in the field to the right of the Time Threshold and click the more options button (…) to open the Overdue Threshold window. Set the field Enable Threshold option to True and set the number of days, hours and/or minutes before the Volumes will be considered overdue. Click OK to continue.

Set the Next Move for the Volumes by clicking in the field next to the Next Move and select the more options button (…) to open the Next move date selection window. You can set the date by clicking on the calendar or using the fields days, months and/or years to select a retention time to set the date automatically for that range.

List of pre-defined Volumes .
To add additional lists, create new files in the install directory that match the pattern List-*.txt.

If the Volumes you are sending are in Barcoded Containers, scan the Container before scanning the Volumes.

If required scan subsequent Containers, as needed, before scanning the Volume to be assigned to them.

This opens the Scan and Modify window which, by default, opens the Scan To Add Volumes window.

Scan out the required Volumes using your preferred scanning method.

When all Volumes are scanned-in, close the Scan To Add Volumes window by clicking X at top right of window.

This sets focus to the Scan And Modify window.

All Volumes previously scanned in are displayed in the main pane of the window. Recognized Volumes are displayed with black font on white background. Unrecognized Volumes are displayed with white font on a red background.

Left-clicking on any Volume-ID will display that Media's Identity, disposition and Attributes.

To alter current settings on a Volume select required Volume/s on the left pane in in the window. Change any Attribute on that Volume by clicking in Attribute window and selecting required value.

Notes:

• A Customer-ID, Media Type, Volume-ID
• B Status (Known or unknown), Target Repository, Next move date, Time threshold and Data Cluster
• C The Volumes Description

Multiple Volumes can be edited as a group using the Quick Edit tab. Select a Volume and set Next Move Date, Description and/or Data Cluster.

Right-click the modified Volume and select Edit → Copy and the appropriate value from the options.

Select Volumes to apply the data to and right-click and select Edit → Paste and the appropriate value from the options.

After modifying Volume information to required values click Next button to continue.

If you have any unknown Volumes you will be prompted to add them before continuing. To add new Media successfully all fields associated with that Volume (Customer-ID, Media type, Volume-ID etc) must be applied.

If an unwanted Volume is scanned inadvertently it may be removed by right-clicking the Volume in the Scan and Modify window (Items tab) and selecting Remove from Scan List.

Click Next to continue.

This will open the Send Apply and Verify window. This screen displays the final results of the Send operation including the Volume-ID, Current Repository, Target Repository next move date, Volume Description and request status.

Click Next to continue.