Differences

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

--- subsystem:simplemanagement [2019/12/22 23:50] – Scott Cunliffe
+++ subsystem:simplemanagement [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
 ====== The Simple Management Subsystem ======
-The Simple Management Subsystem can be used to automatically determine the Next Move Date of a Volume at the point it is moved to a new Target Repository.
+The Simple Management Subsystem can be used to automatically set the Next Move Date of a [[object:volume|Volume]] at the point it is moved to a new Target [[object:repository|Repository]].
-This can be enabled at either a Target Repository level, or at an individual Volume level.
+This can be enabled at either a Target [[object:repository|Repository]] level, or at an individual [[object:volume|Volume]] level.
 ===== Identity =====
-  * ''Customer-ID''
+  * ''Customer-ID'': Displays current [[object:customer|Customer]], non editable.
-  * ''Index''
+  * ''Index'': Simple Management Rule index number, non editable.
-  * ''Description''
+  * ''Description'': User friendly Simple Management Rule description (20 char length max).
 ===== Options =====
-  * ''Active''
+  * Active
-  * ''Restore''
+    * ''True'': Simple Management Rule is active.
-  * ''Scope''
+    * ''False'': Simple Management Rule is inactive.
-    * ''Exclusion Days''
+  * Restore
+    * ''True'': Use previous Next Move Date, rather than calculating new date, if date is in the future.
+    * ''False'': Ignore previous Next Move Date and calculate new date.
+  * Scope
+    * Exclusion Days
+      * Sunday
+        * ''True'': Rule inactive on Sunday.
+        * ''False'': Rule active on Sunday.
+      * Monday
+        * ''True'': Rule inactive on Monday.
+        * ''False'': Rule active on Monday.
+      * Tuesday
+        * ''True'': Rule inactive on Tuesday.
+        * ''False'': Rule active on Tuesday.
+      * Wednesday
+        * ''True'': Rule inactive on Wednesday.
+        * ''False'': Rule active on Wednesday.
+      * Thursday
+        * ''True'': Rule inactive on Thursday.
+        * ''False'': Rule active on Thursday.
+      * Friday
+        * ''True'': Rule inactive on Friday.
+        * ''False'': Rule active on Friday.
+      * Saturday
+        * ''True'': Rule inactive on Saturday.
+        * ''False'': Rule active on Saturday.
+    * Movement Direction
+      * ''From Repository Filter'': Rule active when Volumes move from this Repository.
+      * ''To Repository Filter'': Rule active when Volumes move to this Repository.
+    * Volume Attributes
+      * ''Media-ID Filter'': Rule active when Volumes match this Media Type Filter.
+      * ''Volume-ID Filter'': Rule active when Volumes match this Volume Filter.
+      * ''Data Cluster'': Rule active when Volumes match this Data Cluster assignment.
+===== Calculations =====
+The purpose of the calculations is to set the Next Move date based on the set criteria.
+The information displayed under the Calculations tab varies depending on the Rule Type selected.
+The following information is separated according to the Rule Type selected.
+Options are:
+  * [[#Permanent]]
+  * [[#Day And/Or Month]]
+  * [[#In Days]]
+  * [[#Days Of Month/Year]]
+  * [[#Restore Previous Date]]
+==== Permanent ====
+Rule Type: Permanent
+{{master:master_simple_management_calculations_permanent.png}}
+Sets Next Move Date to ''Permanent''
+==== Day And/Or Month ====
+Rule Type: Day And/Or Month
+{{master:master_simple_management_calculations_day_month.png}}
+  * Rule Options
+    * Day of week: Set the Next Move Date to the day of:
       * ''Sunday''
       * ''Monday''
@@ Line 24: / Line 88: @@
       * ''Friday''
       * ''Saturday''
-    * ''Movement Days''
+    * Of: Set the frequency of the selected day to:
-      * ''From Repository Filter''
+      * ''Every Week Of The Month''
-      * ''To Repository Filter''
+      * ''The 1st Week Of The Month''
-    * ''Volume Attributes''
+      * ''The 2nd Week Of The Month''
-      * ''Media-ID Filter''
+      * ''The 3rd Week Of The Month''
-      * ''Volume-ID Filter''
+      * ''The 4th Week Of The Month''
-      * ''Data Cluster''
+      * ''The 5th Week Of The Month''
+  * Advanced
+    * Iterations
+      * Adjustments
+        * Days
+        * Then Adjust To
+          * ''None''
+          * ''Next''
+          * ''Previous''
+          * ''Closest''
+      * Skips
+        * Days
+          * Sunday
+            * ''True''
+            * ''False''
+          * Monday
+            * ''True''
+            * ''False''
+          * Tuesday
+            * ''True''
+            * ''False''
+          * Wednesday
+            * ''True''
+            * ''False''
+          * Thursday
+            * ''True''
+            * ''False''
+          * Friday
+            * ''True''
+            * ''False''
+          * Saturday
+            * ''True''
+            * ''False''
+        * Holidays
+        * Also Skip Last
+          * ''Nothing''
+          * ''Day Of The Month''
+          * ''Weekday Of The Month''
+          * ''Thursday Of The Month''
+          * ''Friday Of The Month''
+          * ''Saturday Of The Month''
+          * ''Sunday Of The Month''
+          * ''Monday Of The Month''
+==== In Days ====
+Rule Type: In Days
+{{master:master_simple_management_calculations_days.png}}
+  * Rule Options
+    * Days
+    * Use Weekdays
+      * ''True''
+      * ''False''
+    * Use A Base Date
+      * ''True''
+      * ''False''
+  * Advanced
+    * Iterations
+    * Adjustments
+      * Days
+      * Then Adjust To
+        * ''None''
+        * ''Next''
+        * ''Previous''
+        * ''Closest''
+    * Skips
+      * Days
+          * Sunday
+            * ''True''
+            * ''False''
+          * Monday
+            * ''True''
+            * ''False''
+          * Tuesday
+            * ''True''
+            * ''False''
+          * Wednesday
+            * ''True''
+            * ''False''
+          * Thursday
+            * ''True''
+            * ''False''
+          * Friday
+            * ''True''
+            * ''False''
+          * Saturday
+            * ''True''
+            * ''False''
+    * Holidays
+    * Also Skip Last
+      * ''Nothing''
+      * ''Day Of The Month''
+      * ''Weekday Of The Month''
+      * ''Thursday Of The Month''
+      * ''Friday Of The Month''
+      * ''Saturday Of The Month''
+      * ''Sunday Of The Month''
+      * ''Monday Of The Month''
+==== Days Of Month/Year ====
+Rule Type: Days Of Month/Year
+{{master:master_simple_management_calculations_month_year.png}}
+  * Rule Options
+    * Day
+    * Off The
+      * ''Month''
+      * ''Year''
+    * Advanced
+      * Iterations
+      * Adjustments
+        * Days
+        * Then Adjust To
+          * ''None''
+          * ''Next''
+          * ''Previous''
+          * ''Closest''
+        * Skips
+          * Days
+            * Sunday
+              * ''True''
+              * ''False''
+            * Monday
+              * ''True''
+              * ''False''
+            * Tuesday
+              * ''True''
+              * ''False''
+            * Wednesday
+              * ''True''
+              * ''False''
+            * Thursday
+              * ''True''
+              * ''False''
+            * Friday
+              * ''True''
+              * ''False''
+            * Saturday
+              * ''True''
+              * ''False''
+        * Holidays
+        * Also Skip Last
+          * ''Nothing''
+          * ''Day Of The Month''
+          * ''Weekday Of The Month''
+          * ''Thursday Of The Month''
+          * ''Friday Of The Month''
+          * ''Saturday Of The Month''
+          * ''Sunday Of The Month''
+          * ''Monday Of The Month''
+==== Restore Previous Date ====
+Rule Type: Restore Previous Date
+{{master:master_simple_management_calculations_restore.png}}
+Sets the Next Move Date to the previous value.
-===== Calculations =====
 {{tag> update_doco}}