Adding a data migration rule by template

Rules define the properties of files that will be migrated.

To create rules that suit more specific migration needs, navigate to Home > Storage Management > Data Migration Rules to display the Data Migration Rules page, and then click Add by Template to display the Data Migration Rule Templates page:

Select a Rule Template, then click next.

The following table describes each of the available rule templates:

Rule Template	Description
By Last Access	Migrates all files that have remained inactive (or have been active) within a certain period of time.
By Creation Time	Migrates all files created before or after a specific point in time.
By File Name	Migrates all files with the same name and extension. An asterisk can be used as a wildcard character. For example: `dbfile.db` migrates all files with the name dbfile and the extension .db. `.db` migrates any file with an extension of .db regardless of the file name. `dbfile.` migrates all files with the name dbfile and any extension. `dbfile.db` migrates all files ending with the name dbfile and the extension .db. `dbfile` migrates all files with a name beginning with dbfile and having any extension.
By Path	Migrates all files under a particular directory.
By User	Migrates all files of the specified users. Note: This rule does not apply to the Data Migrator to Cloud.
By File Name and Last Access	Migrates files of a certain name and/or extension (as described above) that have remained inactive for a certain period of time.
By Path and Last Access	Migrates all files under a certain directory that have remained inactive for a certain period of time.

Enter requested template-specific information:

If you select By Last Access, the Data Migration Rule: Last Access Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Include Criteria	To specify the maximum period a file can be inactive before being migrated to a secondary file system: From the menu, select inactive. The menu includes an option for selecting the opposite scenario; that is, to choose active within to specify files that have been active within the specified period. From the menu, select the period (days, hours, or minutes). Enter the threshold quantity period.

If you select By Creation Time, the Data Migration Rule: Creation Time Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Include Criteria	To specify the point in time for the migration rule: From the first menu, select more than or less than. Enter the threshold number. From the second menu, select month(s), week(s), day(s), hour(s), or minute(s).

If you select By File Name, the Data Migration Rule: File Name Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Case-sensitive pattern checks	To specify case-sensitive rule checking, select this check box.
Include Criteria	To specify the type of files (based on their file extension) to be migrated to a secondary file system: From the menu, select include. The menu also has an option for selecting the opposite scenario; that is, selecting to exclude files not of the specified type. In the all files named field, enter the file name and extension. More than one file name or extension can be named in this field separated by commas; for instance: .jpg, .bmp, *.zip.

If you select By Path, the Data Migration Rule: Path Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Case-sensitive pattern checks	To specify case-sensitive rule checking, select this check box.
Include Criteria	To specify the path to the files under a certain directory: From the menu, select include. The menu also has an option for selecting the opposite scenario; that is, to select exclude to select all files that are not in the path. In the all files in the path field, enter the directory file path.

If you select By User, the Data Migration Rule: User Name Template page contains the fields described in the following table:

Note: This option only applies to WFS/HNAS and does not apply to Data Migrator to Cloud.

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	You can only enable the WFS/HNAS option. This rule does not apply to cloud options.
Case-sensitive pattern checks	To specify case-sensitive rule checking, select this check box.
Include Criteria	To specify the user names for the owners of the files to be migrated to a secondary file system: From the menu, select include. The menu also has an option for selecting the opposite scenario; that is, selecting to exclude files from owners other that the specified owners. In the all files in the path field, enter the UNIX or Windows user names for the owners of the files you want to migrate. More than one user name can be listed in this field, but names must be separated by commas. For instance, `jjames, myco\smithr, myco\wsmith`. Windows user names are specified in the form domain\user name, and backslashes in user names should not be escaped (double backslashes are not required).

If you select By File Name and Last Access, the Data Migration Rule : Last Access Time and File Name Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Case-sensitive pattern checks	To specify case-sensitive rule checking, fill this check box.
Include Criteria	To migrate inactive files from a specified directory to a secondary file system: In the All files named field, enter the file name extension of the files to be migrated. For example note.txt, note*, or mp3. In the All files not accessed within___ field, enter the threshold quantity. Select the period from the list. You can choose days, hours, or minutes.

If you select By Path and Last Access, the Data Migration Rule: Last Access Time and Path Template page contains the fields described in the following table:

Item/Field	Description
Name	Enter a name for the new rule. The rule name can include only alphanumeric characters, hyphens, and underscores.
Description	Enter a description of what the rule does.
Type	The type of data migration that this rule can be used for.
Case-sensitive pattern checks	To specify case-sensitive rule checking, fill this check box.
Include Criteria	To migrate inactive files from a specified directory to a secondary file system: In the All files in the Path field, enter the directory file path. In the All files not accessed within___ field, enter the threshold quantity. Select the period from the list. You can choose days, hours, or minutes.

Verify your settings, then click OK to save or cancel to decline.