Dell NetWorker 19.9 Administration Guide

Creating an expire action

The expire action removes all expired save sets from the client file index and marks the save sets as recyclable in the media database. Save sets expire when the retention period for the save set is exceeded. You can create an expiration action in an existing workgroup only after a server backup action.

1. In the expanded left pane, select the policy's workflow, and then perform one of the following tasks in the right pane to start the Policy Action wizard:
   • If the action is the first action in the workflow, select Create a new action.
   • If the workflow has other actions, right-click an empty area of the Actions pane, and then select New.
   The Policy Action wizard opens on the Specify the Action Information page.
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 Expire.
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 a weekly, monthly, or reference schedule for the action:

   • To specify a schedule for each day of the week, select Define option under Select Schedule and period as Weekly by day.

   • To specify a schedule for each day of the month, select Define option under Select Schedule and period as Monthly by day.
   • To specify a customized schedule to the action, select Select option under Select Schedule and choose a customized schedule using the drop-down menu that is already created under NSR schedule resource.
8. Click the icon on each day to specify whether to perform expiration.

   The following table provides details on the icons.

   Table 1. Schedule icons for the expire action

   Icon	Label	Description
   	Execute	Perform expiration on this day.
   	Skip	Do not perform expiration on this day.

   To perform expiration every day, select Execute from the list, and click Make All.

9. Click Next.
   The Expiration Options page appears.
10. Click Next.
    The Specify the Advanced Options page appears.
11. From the Failure Impact list, specify what to do when a job fails:
    • To continue the workflow when there are job failures, select Continue.
    • To stop the current action if there is a failure with one of the jobs, but continue with subsequent actions in the workflow, select Abort action.
      NOTE:The Abort action option applies to probe actions, and the backup actions for the Traditional and Snapshot action types.
    • To stop the entire workflow if there is a failure with one of the jobs in the action, select Abort workflow.
    NOTE:If any of the actions fail in the workflow, the workflow status does not appear as interrupted or canceled. NetWorker reports the workflow status as failed.
12. From the Send Notifications list box, select whether to send notifications for the action:
    • To use the notification configuration that is defined in the Policy resource to send the notification, select Set at policy level.
    • To send a notification on completion of the action, select On Completion.
    • To send a notification only if the action fails to complete, select On Failure.
13. (Optional) Configure overrides for the task that is scheduled on a specific day.
    To specify the month, use the navigation buttons and the month list box. To specify the year, use the spin boxes. You can set an override in the following ways:

    • Select the day in the calendar, which changes the action task for the specific day.
    • Use the action task list to select the task, and then perform one of the following steps:
      • To define an override that occurs on a specific day of the week, every week, select Specified day, and then use the lists. Click Add Rules based override.
      • To define an override that occurs on the last day of the calendar month, select Last day of the month. Click Add Rules based override.
      NOTE:

      • You can edit or add the rules in the Override field.
      • To remove an override, delete the entry from the Override field.
      • If a schedule is associated to an action, then override option is disabled.
14. Click Next.
    The Action Configuration Summary page appears.
15. Review the settings that you specified for the action, and then click Configure.