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--- lite:function_send [2017/06/07 17:29] – [Options] dcumming
+++ lite:function_send [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== Send ======
-====== Overview ======
+The [[desktop:desktop_purpose:lite_move|Lite Send process]] is used to select [[object:volume|Volumes]] that reside in one location for the purpose of putting the [[object:volume|Volumes]] into a Move status to another location or [[object:repository|Repository]].
-The TapeTrack Lite Send function is used to select media volumes that reside in one location for the purpose of putting the volumes into a move status to another location.
+When a [[object:volume|Volume]] is put into a Move status this only represents the request to move the [[object:volume|Volume]] and a second step is required to Confirm the movement of the [[object:volume|Volume]].
-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 [[object:volume|Volume]] into a Move status, the Send function also allows you to set values such as:
-In addition to putting each volume into a move state, the send function also allows you to set the:
+  - A [[lite:function_volume_management|Next Move Date]] which will influence when a [[object:volume|Volume]] returns to you.
+  - A Description of the [[object:volume|Volume]] .
+  - A Time Threshold which will raise an alert if the [[object:volume|Volume]] is not Scanned-In at the next location or [[object:repository|Repository]].
+  - A [[object:data_cluster|Data Cluster]] which can be used to automatically determine the [[lite:function_volume_management|Next Move Date]], using a [[object:simple_management|Simple Management Rule]].
-  - Next Move date (the date the volume will automatically return to another location).
+===== Send Volumes Process =====
-  - A description of the volume.
-  - A late threshold where the volume will be flagged as late if it has not been confirmed.
-====== Video Walkthrough ======
-{{video}}
-====== Steps ======
+==== Select Send ====
-===== Select Send =====
-  - Select Send from the Library Management Tasks drop-down menu.
-  - Once you have selected the required task, you then press ''Next'' to progress to the next screen.
-{{:desktop:lite_send.png}}
+From the drop down menu, click on the arrow to display full menu and click on ''Send''.
-===== Options =====
+{{select_send.gif}}
-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 right of the Log File Folder and click on the more options button (...) and select the preferred directory.
+==== Options ====
-{{image}}
-Under ''Advanced Options'':
-**__Notes:__**
-  * **A** Set the number of minutes before a volume will be marked as overdue at its target repository.
-  * **B** The date for the volumes next move.
-  * **C** List of pre-defined volumes. To add additional lists, create new files in the install directory that match the pattern List-*.txt.
-{{image}}
+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.
-===== Scanning to add Volumes =====
+{{send_set_options.gif}}
-This opens the Scan and Modify window which, by default, opens the Scan To Add Volumes window. Scan in relevant volumes with barcode scanner, or use keyboard to input volume ID's. All scanned/entered volumes will be displayed in lower left pane of the window. When all volumes are scanned in close Scan To Add Volumes window by clicking ''X'' at top right of window.
+You can set the time deadline before a [[object:volume|Volume]] will be marked as overdue at its Target [[object:repository|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.
-===== Displaying Volumes =====
+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.
-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:
+List of pre-defined [[object:volume|Volumes]] . \\ To add additional lists, create new files in the install directory that match the pattern List-*.txt. {{:desktop:lite_send_list.png}}
-**__Notes:__**
+==== Scanning to select Containers ====
-  * **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
-{{:desktop:lite_scan_out_log.png}}
+If the [[object:volume|Volumes]] you are sending are in Barcoded Containers, scan the Container before scanning the [[object:volume|Volumes]].
-{{:desktop:lite_scan_out_select_customer.png}}
+If required scan subsequent Containers, as needed, before scanning the [[object:volume|Volume]] to be assigned to them.
-{{:desktop:lite_send_scan_window.png}}
+<note tip>If your Container has a unqualified Barcode, be sure to edit the [[object:customer|Customer-ID]] and [[object:media|Media-ID]] fields at the top right of the **Scan to add Volumes** window for each Container and subsequently scanned [[object:volume|Volumes]] </note>
-{{:desktop:lite_scan_modify.png}}
+==== Scanning to add Volumes ====
+This opens the **Scan and Modify** window which, by default, opens the **Scan To Add Volumes** window.
+Scan out the required [[object:volume|Volumes]] using your preferred [[desktop:scan_window| scanning method]].
+When all [[object:volume|Volumes]] are scanned-in, close the **Scan To Add Volumes** window by clicking ''X'' at top right of window.
+==== Displaying Volumes ====
+This sets focus to the **Scan And Modify** window.
+All [[object:volume|Volumes]] previously scanned in are displayed in the main pane of the window. Recognized [[object:volume|Volumes]] are displayed with black font on white background. Unrecognized [[object:volume|Volumes]] are displayed with white font on a red background.
+Left-clicking on any [[object:volume|Volume-ID]] will display that [[object:media|Media's]] Identity, disposition and Attributes.
+To alter current settings on a [[object:volume|Volume]] select required [[object:volume|Volume/s]] on the left pane in in the window. Change any Attribute on that [[object:volume|Volume]] by clicking in Attribute window and selecting required value.
+{{:desktop:lite_send_modify_item.png}}
 **__Notes:__**
-  * **A** The scanned item tree shows the items that have already been scanned. The items highlighted in red are items that are not known to the system.
+  * **A** [[object:customer|Customer-ID]], [[object:media|Media Type]], [[object:volume|Volume-ID]]
-  * **B** Selecting a volume allows you to edit the associated fields.
+  * **B** Status (Known or unknown), Target Repository, Next move date, Time threshold and Data Cluster
-  * **C** The ''Quick Edit'' option allows you to change the screen to the Quick Edit style.
+  * **C** The [[object:volume|Volumes]] Description
-  * **D** The Scanner button allows you to reiterate the Scanner Window.
+ Multiple [[object:volume|Volumes]] can be edited as a group using the Quick Edit tab.  Select a [[object:volume|Volume]] and set Next Move Date, Description and/or Data Cluster.
+{{:desktop:lite_send_modify_quick_date.png}}
+Right-click the modified [[object:volume|Volume]] and select ''Edit'' -> ''Copy'' and the appropriate value from the options.
+{{:desktop:lite_send_modify_quick_edit_copy.png}}
+Select [[object:volume|Volumes]] to apply the data to and right-click and select ''Edit'' -> ''Paste'' and the appropriate value from the options.
+After modifying [[object:volume|Volume]] information to required values click ''Next'' button to continue.
+If you have any unknown [[object:volume|Volumes]] you will be prompted to add them before continuing. To add new [[object:media|Media]] successfully all fields associated with that [[object:volume|Volume]] ([[object:customer|Customer-ID]], [[object:media|Media type]], [[object:volume|Volume-ID]] etc) must be applied.
+If an unwanted [[object:volume|Volume]] is scanned inadvertently it may be removed by right-clicking the [[object:volume|Volume]] in the **Scan and Modify** window (Items tab) and selecting ''Remove from Scan List''.
+{{:desktop:lite_send_modify_remove.png}}
+Click ''Next'' to continue.
+==== Verifying Volumes ====
+This will open the **Send Apply and Verify** window. This screen displays the final results of the Send operation including the [[object:volume|Volume-ID]], Current Repository, Target Repository next move date, [[object:volume|Volume]] Description and request status.
+Click ''Next'' to continue.
+{{:desktop:lite_send_verify.png}}
+===== Complete =====
+{{page>lite:end}}
-{{:desktop:lite_scan_modify_quick_edit.png}}
+<- lite:function_scanning_out|Scan-Out ^ lite:starting|Getting Started ^ lite:function_recall|Recall ->
-<-  ^ lite:starting|Getting Started ^ lite:function_scanning_out|Scanning Out ->
+{{tag>scanning}}