The Filter Policies page in the Admin Interface allows an administrator to customize filters relating to the data migration and create new ones.
In order to filter by ‘Path’ the ‘Collect Extended Metadata’ must be enabled in System Configuration.
Filters should be given a name to easily identify them, and can be based on:

Field Description Source
ArchivedDate The date the item was archived EV
Path The path to the archived item All
RetentionCategory The retention category of the archived item EV
HasShortcut The item has message properties implying it was archived All
ItemDate The date/time of the item itself. All
ItemSize The size of the archived item All
HasLegalHold Whether the items is on legal hold EV

Filter conditions are logically ANDed together. For example, it is possible to migrate date from a particular path AND below a particular size.

Example Filters

The following section gives some examples of filters that can be created. Once they have been created in the Admin Interface, they can then be used when performing container mapping operations.

Only migrate items which have shortcuts

Create New Filter

  • Give the filter a name, e.g., “With Shortcut”

Add a filter condition

  • Click “New” in the “Filter Condition” section.
  • Choose the “Policy” which was created previously.
  • Choose “HasShortcut” from the “Filter By” selection
  • Choose “Yes” in the “Value” selection
  • Click Add

Only migrate items which belong to a particular retention category

Create New Filter

  • Give the filter a name, e.g., “3 Year Retention Category”

Add a filter condition

  • Click on “New” in the “Filter Condition” section.
  • Choose the “Policy” which was created previously.
  • Choose “RetentionCategory” from the “Filter By” selection
  • Select the appropriate retention category from the drop-down list of categories from the source environment
  • Click Add

Only migrate data with ItemDate younger than 2011-12-31

Create New Filter

  • Give the filter a name, e.g., “Newer than 2011”

Add a filter condition

  • Click on “New” in the “Filter Condition” section.
  • Choose the “Policy” which was created previously.
  • Choose “ItemDate” from the “Filter By” selection
  • Select the Operator “YoungerThan” from the Operator drop down
  • Select the date 31st December 2011 from the date picker
  • Click Add
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