Content Manager 25.1 Content Manager

# Moving records to space management

The Space management function enables you to set a record's Location to a Space management system location.

1. Search for the records you want to store in the Space management system
2. Right-click and select Locations - Home.

   The Home Location dialogue box appears.

   - Set As Space - activates the Location field.

     Type or use KwikSelect for the position within the Space management system where the record will reside.

     NOTE: You must either select a Space level configured as a Holding Bay or the lowest Space level in the selected level hierarchy. In the Spaces dialogue box, click Search to refine the list of displayed levels.

   - Using Allocation Method - sets how Content Manager should transfer the record to the Space location:
     - Simple transfer - to the selected Space level
     - To Holding Bay - to the selected Space level's holding bay.

       This includes all Space levels except the lowest level.

     - To unused lowest level Spaces - to the selected Space level's lowest unused level
     - To contiguous set of lowest level Spaces - to the selected Space level's next set of unused lowest Space levels.

       This will place the records together in the Space.

       For example, if you have a Space system that has three available Spaces but have five records to allocate, Content Manager will find a new lower Space level that all records can fit together.

     TIP: If you do a refine search, select To contiguous set of lowest level Spaces.

     This will enable you to specify a space that has room for the indicated number of records.

     Before processing, Content Manager will display a message when there is not enough room. You can press No and find a more suitable space.

     In the Spaces dialogue box, you can add a column called Has Holding Bay to help you determine which spaces have a Holding Bay.

   - Log all Records transferred to output file - creates a log file with the details of the Space management system location changes. Type or click Browse for the path and file name you want to use.
   - Click OK

     Content Manager will move the record to the Space system.

To remove a record from the Space management system, just change its Home Location.

NOTE:

- You cannot assign records to a Space level if the Record Type does not allow a Home Location within the Space management system. The Space management option will be unavailable.
- You cannot set or change the Home Location from a Space management system level using the record Properties dialogue box - General tab. Use the Home Location function.

Related information

Copyright 2008-2025 Open Text
Version 25.1 | Last updated January 2025
Contact

Send documentation feedback

Close

Send documentation feedback

To send feedback using your default email client, open an email window.

Otherwise, send your feedback and the information below to hprmdocumentation@microfocus.com.

We appreciate your feedback!

Product: Content Manager 25.1

Topic Title: Moving records to space management