Setting Groom Rules

Groom rules in File Dynamics specify the file types that you want to be removed from managed primary storage. Examples of these might be MP3 and MP4 files, MOV files, and many others. You specify in a groom rule whether to delete or vault a file based on the rule’s criteria.

Grooming takes place as a Management Action that is run by the administrator. A Management Action is a manual action that is enacted through the Admin Client. For more information, see Management Actions.

1. In the left pane, click Groom.
   The Vault Path field displays the vault path that you established when you set up cleanup rules.
2. Click Add to bring up the Rule Editor.
3. In the Description field, enter a description of the groom rule.
   For example, “Files to groom in Henderson OU.”
4. Fill in the following fields:
   Action: Select whether this groom rule will delete or vault groomed files.
   Files: If the groom rule you are creating will vault or delete content at the file level, leave the File option selected.
   Folders: If the groom rule you are creating will vault or delete content at the folder level, select the Folders option.
   Selecting Folders disables the filter settings in the lower portion of the Rule Editor.
   Masks: List the files or folders you want to be vaulted or deleted, according to what is indicated in the Action drop-down menu.
   File or folder names can contain an asterisk.
   
5. (Conditional) If the groom rule you are creating is specific to files, complete the applicable filter settings.
   Leaving the setting as [Disabled]-Any Size, vaults or deletes all file types listed in the Masks text box according to what is indicated in the Action drop-down menu. Choosing any of the other options from the drop-down menu lets you indicate files to delete or vault according to size, when created, when last modified, and when last accessed.
   
6. Click OK to save the groom rule.
7. Proceed with Notes.