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--- technote:move_by_expiry_date [2020/11/03 01:52] – [Manually] Scott Cunliffe
+++ technote:move_by_expiry_date [2025/01/21 22:07] (current) – external edit 127.0.0.1
@@ Line 3: / Line 3: @@
 ===== Setting Expiry Date =====
-Before a Volume can be moved using an expiry date, it needs to have one set.  TapeMaster, by default, has all Volumes with an expiry date set to Permanent which is the equivalent of no move date.
+Before a Volume can be moved using an expiry date, it needs to have one set.  ''TapeMaster'', by default, has all Volumes with an expiry date set to Permanent which is the equivalent of no move date.
 There are several ways of assigning an expiry date to a Volume, either manually, via Syncs or using Simple Management tools.
-==== Manually ====
+For detailed information on setting an expiry date see [[technote:set_expiry_date|Setting Expiry Dates]]
-Setting an expiry date manually can be done in TapeMaster or Lite.
+===== Prerequisites For Moving Volumes =====
-=== Setting Expiry Date Using TapeMaster ===
+Before executing the process to move the Volumes based off the expiry date, you need to have the ''Next Repository'' values set in TapeMaster for each of the targeted Repositories you want to move the Volumes from.  This is so TapeTrack knows which Repository to move the expired Volumes to.
-Open TapeMaster and select the required Media Type.
+For details on how to set the ''Next Repository'' for each Repository see [[master:repository_options|Repository Options]]
-To set the expiry date of a single Volume:
-  * Click in the Next Move column of the required Volume.
-  * Click on the drop down arrow.
-  * Select the date from the calendar popup.
-To set an expiry date in TapeMaster:
+===== Marking Expired Volumes =====
-  * Select the required Volumes using Shift+Click for a sequential range or Ctrl+Click for non sequential Volumes.
-  * Right click on the selected Volumes and select ''Special Operations'' > ''Modify'' > ''Next Move''.
-  * Check the ''Automatically move Volume on the specified date'' box to display the calendar.
-  * Select either the Date required or the number of Days/Months/Years required
-  * Click ''OK'' to set date and close the window..
-=== Setting Expiry Date Using Lite ===
+Moving Volumes by expiry date has been separated into a two stage process, marking Volumes that have expired and them placing them into a move to the ''Next Repository''.
-Setting the expiry date via Lite can be done when sending Volumes, or using Library Management.
+The first stage is to mark all Volumes with an expiry date within the set date range by running ''TMSS10ExpireByDate''.  This will scan all expiry dates and add a ''p'' Flag to any Volume that fits the date range specified.
-For detailed instructions on using Lite's Send function see [[lite:function_send|Lite Send Function]].
+For details on running ''TMSS10ExpireByDate'' see [[cli:tmss10expirebydate|TMSS10ExpireByDate]].
-For detailed instructions on using Lite's Volume Management function see [[lite:function_volume_management|Lite's Volume Management Function]]
+===== Moving Expired Volumes =====
-==== Using Sync ====
+Once all expired Volumes have been marked with a ''p'' Flag, the next step of the process is to run ''TMSS10MovePending''.
-==== Using Simple Management Rules ====
+TMSS10MovePending will place all Volumes with a ''p'' Flag into a move to the current Repository's Next Repository.  If the current Repository has no ''Next Repository'' value set, the Volumes will not be moved.
-===== Marking Expired Volumes =====
+For details on running ''TMSS10MovePending'' see [[cli:tmss10movepending|TMSS10MovePending]].
-===== Moving Expired Volumes =====
 ===== Reporting Moved Volumes =====
-{{tag> technote cli move tapemaster}}
+Once all expired Volumes have been placed into a move, you may want to create a report on the moving Volumes for audit purposes and to provide a picking/distribution list to enable your tape librarians to physically move them.
+''TMSS10MoveList'' will provide two reports.
+The first one showing Volume-ID's, current location, target location, move time, container allocation and attribute value.
+The second report showing a summary of movement direction and quantity of Volumes.
+For details on running ''TMSS10MoveList'' see [[cli:tmss10movelist|TMSS10MoveList]].
+This report can be output in several formats including ''text'', ''CSV'', ''Excel'' or ''PDF''.
+Technotes on outputting files in different formats can be viewed at [[technote:report_output_format|Report Output Format]]
+{{tag> technote cli move tapemaster update_doco}}