Dell NetWorker 19.9 Administration Guide

Creating an action

The Policy Action wizard walks you through the steps to create an action. You can create an action either when you are creating or editing a workflow, or as a separate process from the workflow configuration.

1. Open the Policy Action wizard by using one of the methods in the following table.

   Table 1. Methods to create an action

   Method	Steps
   To create an action during the workflow configuration	Click Add in either the New Workflow dialog box or the Workflow Properties dialog box.
   To add additional actions after the last action in an existing workflow	In the Administration window, click Protection. In the expanded left pane select Policies. Select the policy. Select the workflow. In the right pane, select the Actions tab. Right-click an empty area of the Actions tab and select New. NOTE:When you add actions to an existing workflow that is associated with a group, you only see the action types that are allowed in the action sequence.
   To create the first action in a workflow	In the Administration window, click Protection. In the expanded left pane select Policies. Select the policy. Select the workflow. In the right pane, select Create a new action.
   To add an action before an action in an existing workflow	In the Administration window, click Protection. In the expanded left pane select Policies. Select the policy. Select the workflow. In the right pane, select the action that you want the new action to precede and select Insert before. NOTE:When you add actions to an existing workflow that is associated with a group, you only see the action types that are allowed in the action sequence.

2. In the Name field, type the name of the action.
   The maximum number of characters for the action name is 64.

   • Legal Characters: _ - + = # , . % @
   • Illegal Characters: /\*:?[]()$!^;'"`~><&|{}
3. In the Comment field, type a description for the action.
4. To ensure that the action runs when the policy or workflow that contains the action is started, in the Enabled box, select the option. To prevent the action from running when the policy or workflow that contains the action is started, clear this option.
   NOTE:When you clear the Enabled option, actions that occur after a disabled action do not start, even if the subsequent options are enabled.
5. From the Action Type list, select the action.
6. If you create the action as part of the workflow configuration, the workflow appears automatically in the Workflow box and the box is dimmed.
7. Specify the order of the action in relation to other actions in the workflow:
   • If the action is part of a sequence of actions in a workflow path, in the Previous box, select the action that should precede this action.
   • If the action should run concurrently with an action, in the Previous box, select the concurrent action, and then select the Concurrent checkbox.
8. To select a predefined schedule, click Select radio button, then select the schedule from the drop-down menu. If you do not want to associate a schedule to an action, then click Define.
9. The steps to go through the wizard depend on the action type that you select.