The Workflow Policies page in the Admin Interface allows an administrator to customize Workflows and create new ones. These can either be new, original workflows or copies of existing workflows with some amendments.
Note: It is recommended that the built-in workflows are left as-is, and copies made if required.

Creating a New Policy

A new Policy can be created by clicking on “New” the Actions Bar and entering a name for the policy. It is recommended that existing policies are reviewed before creating new ones.
New Policies can contain any of the commands list on the right hand side of the Workflow Policies screen.
Note: It is recommended that new policies contain the command-pair “CollectItemsForArchive” and “WaitForImportFinished”, these perform the last-synch of the container.
When creating a new policy it is required to indicate the types of mapping that can use this particular workflow by selecting the check boxes at the top right of the Workflow Policies screen.
For information on the detail relating to each command, see below.
Note: Remember to save before leaving the screen in order to commit the changes to the Workflow Policy to the Archive Shuttle database.

Copying a Policy

When a policy is being viewed it is sometimes desirable to copy the policy and then make some small alterations to it. This is achieved by using the “Copy” button in the Actions Bar. Once a copy of the policy has been made, it can be given a new name, and saved to the Archive Shuttle database.

Editing a Policy

A policy can be edited by clicking on “Edit” in the Actions Bar, and selecting an existing policy from the list. If appropriate, the types of mapping that the policy can be used with can be adjusted. All changes are only committed to the Archive Shuttle database when the “Save” button is clicked.

Adding a New Command

A new command can be added to the bottom of the list of current commands in the Workflow by single clicking on it in the list on the right hand side of the page.

Moving a Command

A command can be moved from its current position in the list by clicking on the grey title area and dragging it to a new position in the list:

Editing the Details of a Command

The details behind a command such as the number and frequency of retries can be edited by clicking on the hyper link relating to the command, as shown below:

An example of the information that is then displayed is shown below:

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