Adding a Content Group to Analyze and then Archive

You can create a content group to analyze data, preview data that qualifies for archiving, and then archive the data.

After you create a content group, you can preview files and edit rules. You can create a new archive plan with the edited rules, or select an archive plan with similar rules.

Procedure

  1. From the navigation pane, go to Protect > Archiving.

    The Archive file servers page appears.

  2. In the upper-right corner of the page, from the Add list, select Content group.

    The Add content group page appears.

  3. Select Analyze then Archive, and then click Next.

    The Add content group page appears.

  4. In the Access Nodes section, add the access nodes:

    • To create and add a new access node, click the add plus_icon button, and then enter the necessary information.

    • To select existing access nodes, from the Select Access Nodes list, select the access nodes, and then click Next.

      Note

      For CIFS shares add a Windows access node and for NFS shares add a Linux access node. Verify that Windows access nodes have access and permissions to the CIFS share.

  5. From the Server list, select the source NAS server.

    You can select an existing NAS server or create a new NAS server.

    To create a new NAS server, click the add plus_icon button, enter a name and host name for the NAS server, and then click Create.

  6. From the Region list, select the location closest to the NAS server.

    The metadata is stored in the selected location.

  7. In the User name and Password boxes, enter the credentials to access the UNC path, and then click Next.

  8. In the Name box, enter a name for the content group.

  9. In the Content area, to specify the data to include in the content group:

    • To select items from a file system view of the server, from the Add list, click Browse.

    • To enter paths to items you want to include in archiving jobs, from the Add list, click Custom Path.

      By default, the content browse for NFS will be in automounted format. For example, file_server_interface:/NFS_export_path/.

  10. To exclude items from archiving jobs, move the Specify exclusions toggle key to the right, and then do the following:

    • To select items from a file system view of the server, from the Add list, click Browse, and then select the check boxes for the items that you want to exclude from archiving jobs.

    • To enter paths to items you want to exclude from archiving jobs, from the Add list, click Custom Path, enter a filter pattern, and then click the add Managing File System Subclients (2) button.

  11. To configure exceptions to the exclusion filters, move the Specify Exceptions toggle key to the right, and then do the following:

    • To select items from a file system view of the server, from the Add list, click Browse, and then select the check boxes for the items that you want to except from the exclusionfilters.

    • To enter paths to items you want to except from the exclusion filters, from the Add list, click Custom Path, enter a filter pattern, and then click the add Managing File System Subclients (3) button.

  12. Click Next.

  13. Click Submit.

What to Do Next

After the content group is created and the data collection job completes, you can preview data that qualifies for archiving and model an archive plan to achieve your goals. You can create a new archive plan with the edited rules, or select an existing archive plan with similar rules to archive data.

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