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Pilot Customer Administration Guide

I.               Log In

a.      To log into the Infobelt Archiving Platform (IAP) enter the vendor provided username and password combination.

II.              Getting started

a.      First let’s take a look at the sample projects that we’ll be working through.  Navigate to the Projects tab and select “Browse Projects.”  In this list we can see four preconfigured projects that we will work through for practice using the system.  We have sample projects set up to highlight compression, performance, large file archiving, and full-text container searching.

b.      In IAP we take content from Information Stores (IS) and archive it to Archive Stores (AS) via a Smart Channel (SC).  The data is archived from the IS to the AS via the Smart Channel, and a Project is the container that encapsulates all of these components.  In a Project there is a one-to-one relationship between Archive Stores, Information Stores, and Smart Channels.

c.      In this Pilot we have already set up the required IS and AS directories and uploaded the sample data that will be used for the practice Projects.

d.      Click on Compression_PRJ to check out the AS, IS and Smart Channel that have been set up.  When you click on Compression_IS you can see that we are archiving from the local file system and we can see which path we are pulling from.  If we click on Compression_SC we can see that the “Source” is Compression_IS and the Archive Store is Compression_AS.

e.      To see where Compression_AS is configured to send our data, we can go to the Settings menu tab and select Storage.  There you can see the four Archive Store directories that have been preconfigured.  By clicking on Compression_AS we can see the file path on the local file system that we will be archiving data to.

III.            Compression Project

a.      Let’s start by working through the compression scenario.  To begin we navigate to the Tasks menu tab and select Browse Tasks.  Before we actually archive anything, let’s take a look at what is in our IS.  To do that we will run a Preview task.

b.      Click the +New button and select Archive from the dropdown menu.  Check the Preview box, select the appropriate node and the Smart Channel called Compression_SC and click Start.  The node is the instance on which your task will run; in this case the Pilot appliance is the node.

c.      While the task runs we see the cog wheel start spinning and when it’s completed we can see in the right pane that the system Previewed 100 objects totaling 13MB in about 8 seconds.*

d.      If you hover your mouse over the Preview task in the task list a pop-up will remind us which AS, IS, Smart Channel, and node we used for that task.

e.      Now that we know we have 100 objects in that IS, let’s go ahead and Archive them.  Click the +New button and select Archive from the dropdown again, but this time do not check the Preview box.  Select the correct node and the Compression_SC from the Smart Channel dropdown and click Start.

f.       When the task is finished, we can review the output in the right pane again and see that all 100 objects were archived and 13MB was compressed down to 11MB, about 17% compression.

g.      After the Archive copied and compressed the files, IAP automatically ran a Verify task to ensure that all of the metadata in the database matched up with the files in the AS.  This serves as an extra level of assurance that all of our files made it to the AS.  You can run a Verify task at any time, but by default IAP automatically runs Verify following Archive.  This is a system setting that can be disabled if you do not wish to auto-Verify.   ‘

h.      Let’s take a look at the objects that we archived.  Navigate to the Projects tab in the side menu and select Browse Objects.  Here we can see the 4 preconfigured sample projects.  Click on Compression_PRJ and you will see a list of all 100 archived files.  You can drill down to see more object details by clicking on a particular object and viewing the file metadata.

IV.            Performance Project

a.      Next we’ll work through the performance scenario.  To start we navigate to the Tasks menu tab and select Browse Tasks.

b.      We’ll check out what we are about to Archive by running a Preview task on our Information Store.  Click the +New button and select Archive from the dropdown menu.  Check the Preview box, select the appropriate node* and the channel called Performance_SC and click Start.  When the task is complete we can see that we have 667MB in our IS made up of 5000 objects.*

c.      Let’s proceed to Archive those 5000 objects and monitor the system’s speed in doing so.  Click the +New button and select Archive from the dropdown menu, but this time do not check the Preview box.  Select the correct node* and the Performance_SC from the channel dropdown and click Start.

d.      When the task is complete we can observe that the Archive was completed in 100 seconds, so about a minute and a half.  That’s pretty quick for a large number of objects!

e.      The objects were automatically verified and compressed by 17% during the process as well.

V.              Large File Project

a.      Now that we’ve seen IAP archive and compress large numbers of files, let’s see how it handles a single large file. Click the +New button and select Archive from the dropdown menu.  Check the Preview box, select the appropriate node* and the channel called LargeFile_SC and click Start.

b.      We can see how large our file is by running another Preview task.  Click the +New button and select Archive from the dropdown menu.  Check the Preview box, select the appropriate node* and the channel called LargeFile_SC and click Start.  When the task is complete we can see that we have a 500GB file in our IS.

c.      There is no real upper limit on the size of a file that IAP can Archive.  Given proper memory and disk space, files as large as 2 and 3 TB have been tested.  Let’s see how IAP handles a 500GB file.  Click the +New button and select Archive from the dropdown menu, but this time do not check the Preview box.  Select the correct node and the LargeFile_SC from the channel dropdown and click Start.

VI.            Container Search Project

a.      We’ll go through one more Archiving exercise to illuminate our full text indexing and search feature.  This time we will skip the Preview step and go ahead with the Archive step.  Navigate to the Tasks side menu item and select Browse Tasks.  Click the +New button and select Archive from the dropdown menu, but this time do not check the Preview box.  Select the correct node* and the ContainerSearch_SC from the channel dropdown and click Start.

b.      Now our zip file is in the AS, but before we can search on those items to retrieve them in the system, we will need to index them so that its metadata and content are searchable.  Navigate back to the Tasks menu items and select Browse Tasks.  Click the +New button again and select Index from the dropdown.  Select the correct node* and ContainerSearch_PRJ from the Projects dropdown.  Check the Recursive Index box and click Start.

c.      When the Index task is completed, our content will be searchable.  Now let’s test it out by going to the Search side menu item and selecting Search.  Then enter a search term that is in the text of one of the zipped archived files, ________________.*  When your results are returned, you should see the files that contain that term.

d.      By clicking on the search results you can browse that file and view its metadata.

 

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