Define a VM policy by filters and metadata

This method creates migration policies using logic filters and standard saved queries. It is the most granular method for defining volume management (VM) migration policies. It is the default method. Procedure Open the Volume Management view. Type a name for the migration policy in the Policy Name box. If you create both VM and hierarchical storage management (HSM) migration policies at your site, implementing a naming convention that differentiates between the two types simplifies managing your policies from the Policies tree after the policies are created. Type a description of the migration policy in the Policy Description box. Click the Definition tab. In the Policy Type section in the upper-right corner of the pane, click Volume Policy. In the Policy Status section in the upper-right corner of the pane, click Active. In the Volume Migration Options section, click Filter and MetaData. The remaining migration options become specific to this migration method. Select a source volume from the Source Volume list. Select the volume from which you want to migrate the data. Note The list displays all defined volumes for the Teamcenter database. If you do not see a volume you created during this session, close and reopen the Volume Management application. Select a destination volume from the Destination Volume list. Select the volume to which you want the data migrated. (Optional) In the Additional Migration Options section, select Checked Out Objects to include the files of all checked-out objects in the migration. (Optional) Select In Process Objects to include the files of all in-process objects in the migration. (Optional) Select Remote Objects to include the files of all remote objects in the migration. (Optional) Select Retain Copy of Migrated File to retain a copy of the migrated file in the source volume. Previously issued FMS read tickets on the volume files are honored. When these tickets have expired, you must remove the copy of the migrated file by running the review_volumes utility. (Optional) Select a date from the Files Accessed Before calendar to limit migration to files accessed before the specified date. (Optional) Select a date from the Files Accessed After calendar to limit migration to files accessed after the specified date. (Optional) Type a minimum and maximum number in the File Size Range From and To boxes and select the size measurement type (bytes, KB or MB) from the list to limit migration to files within the specified size range. (Optional) In the MetaData Query Options section, select a workspace object type from the Saved Queries list to limit migration to files of this object type. If you select an object type in the previous step, type information into any of the boxes to further define the saved query. After you finish defining the data to be migrated, click Create at the bottom of the pane to create the migration policy. Results The migration policy appears under the Policies tree. After one or more migration policies have been defined, you can preview the results of the migration, then migrate the data.