Configuring threshold migration

You can configure threshold migration with the graphical user interface (GUI). Files are automatically migrated from the volume when space usage reaches the configured threshold.

About this task

Complete the following steps to configure threshold migration by using the HSM for Windows client GUI.
Tip: You can also configure threshold migration by using the dsmhsmclc command.
Note: Threshold migration requires free disk space to store the names of migration candidates. The space that is required depends on the number of migration candidates and length of the file names. If the files have long file names, about 10 MB of free disk space is required for every 5000 migration candidates. For short file names, less space is required.

Procedure

  1. Start the HSM for Windows client GUI. Select Tools > Threshold Migration. The Threshold Migration settings window opens. If the volume is configured for threshold migration, the current configuration values are displayed in the fields.
  2. Choose values for the threshold migration options and then click OK. The following threshold migration options and controls are available:
    Mount path

    Specify the volume mount path. Because it is possible for a single volume to be mounted by more than one path, always specify that volume by the same mount path. Reconciliation, threshold migration, and migration jobs must all reference the volume by the same path.

    The icon indicates the status of the volume:

    • Not configured:
      Gray, unconfigured volume
    • Configured:
      Green, configured volume
    • Not configurable:
      Red, unconfigurable volume
      The volume of this mount path is already configured through another mount path and cannot be configured through the path now selected.
    Status

    The field displays the current configuration status of the selected volume and whether a migration, scan, or validation process is running. Click Refresh to refresh the status.

    Configure/Unconfigure button

    When the volume is not configured, the button displays Configure. Click this button to activate the fields and controls in the window, and populate the fields with default values.

    When the volume is configured, the button displays Unconfigure. Click this button to remove the configuration of the volume.

    Management class

    Use this option to configure the management class that is used for threshold migration of this volume. Specify an existing management class with an archive copy group, or specify DEFAULT to use the default management class of the active policy set. If the retention period of the selected management class is finite, a warning is issued.

    Low threshold (%)

    Use this option to configure the disk usage that triggers when to stop threshold migration. After the disk usage reaches this percent of capacity, threshold migration stops. The low threshold must be less than the high threshold. The range of acceptable values is 0 - 99. The default is 80.

    High threshold (%)

    Use this option to configure the disk usage that triggers when to start threshold migration. After the disk capacity reaches this percent of capacity, threshold migration begins. The range of acceptable values is 1 - 100. The default is 90.

    Migrate to file space

    Use this option to configure the file space that is used for threshold migration.

    Back up files before migration

    Use this option to configure whether a file must be backed up before it is migrated. The default is the value that you set in the initial configuration wizard.

    Migrate file security (ACL) when a file is migrated

    Use this option to configure whether file security attributes are migrated when the file is migrated. The default is the value that you set in the initial configuration wizard.

    Migrate alternate data streams (ADS) when a file is migrated

    Use this option to configure whether Windows alternate data streams data is migrated when the file is migrated. The default is the value that you set in the initial configuration wizard.

    Select a Tivoli Storage Manager options file for backup before migration

    Use this option to specify the options file for backup before migration.

    Space usage monitor interval (minutes)

    Use this option to configure how frequently the HSM monitor service checks space usage on the disk. The time is measured in minutes. If the monitor interval is set to 0, monitoring is deactivated. The range of acceptable values is 0 - 9999. The default is 5.

    Migration candidates scanning interval (hours)

    Use this option to configure how frequently the HSM monitor service starts the file system scan to find candidates. The time is measured from the end of the last scan to the beginning of the next scan. The time is measured in hours. The range of acceptable values is 1 - 9999. The default is 24.

    If a scan yields better quality candidates (older and larger files) than the previous scan, the interval is automatically decreased by a small amount. If a scan yields poorer quality candidates (newer and smaller files) than the previous scan, the interval is automatically increased by a small amount.

    Migration candidates validation interval (minutes)

    Use this option to configure how frequently the HSM monitor service validates the candidates in the candidates pool. The time is measured from the end of the last validation to the beginning of the next validation. The time is measured in minutes. If the interval is set to zero, validation is deactivated. The range of acceptable values is 0 - 9999. The default is 180.

    Migrate now

    Use this option to configure an immediate threshold migration. If disk usage is greater than the low threshold, files are migrated until the low threshold is reached. The default is no.

    Scan now

    Use this option to configure an immediate scan of the volume. The default is no.

    Minimum file size (KB)

    Use this option to configure minimum file size for a valid migration candidate. The size is measured in kilobytes (KB). The range of acceptable values is 4 - 2147483647 (2 TB). The default is 4.

    Minimum file age (days)

    Use this option to configure minimum file age for a valid migration candidate. The age is measured in days. The range of acceptable values is 0 - 99999. The default is 360.

    File age criteria

    Use this option to configure which time stamp is used to calculate the age of a file. Changing this option can make many files in the current pool of migration candidates no longer valid. The choices correspond to the file system time stamps for file creation, file modification, and file access.

    Weighting of age criteria (%)

    Use this option to configure the importance of file age (relative to file size) when determining migration candidates.

    The age weight and size weight of a file are computed relative to the configured minimum age and minimum size. Hence, a file that is twice as old as the minimum age has an age weight of 2. If the file is the minimum size, it has a size weight of 1.

    When the importance of age relative to size is considered, the file's weight is computed in this way: computed weight = (AGEWeight * (age weight)) + ((1-AGEWeight ) * (size weight)).

    For example, when AGEWeight = 50 , the file has the same weight ((.5*(2)) + ((1-.5)*(1)) = 1.5) as a file that is only as old as the minimum age, but twice as big as the minimum size ((.5*(1)) + (.5*(2)) = 1.5). The weight of both files is 1.5 .

    If the AGEWeight option is not 50%, but 75%, the first file has a computed weight of 1.75 ((.75*(2)) + ((1-.75)*(1)) = 1.75), while for the younger but larger file, the computed weight is 1.25 ((.75*(1)) + ((1-.75)*(2)) = 1.25).

    Specify a value from 0 to 100. The default is 50.

    Maximum number of parallel threshold processes

    Use this option to configure the number of migration tasks that can occur simultaneously. The option applies to migration, scan, and validation tasks on all volumes. If this number is reached, any pending migration tasks are delayed until one of the running tasks finishes. The range of acceptable values is 1 - 16. The default is 3.

    Cleanup

    When one or more configured volumes are no longer available, the Cleanup button is activated. Click this button to erase the configuration information for each of these volumes.

    Refresh

    Click Refresh to show the latest values. For example, if you added a file space since opening the window, click Refresh to show the current file spaces.

    Apply

    Click Apply to apply the configuration to the volume and leave the window open. Use Apply to reuse configuration setting when you configure several volumes.

    OK

    Click OK to apply the configuration to the volume and close the window.