5.3 Working with Filters

A filter lets you identify file extensions that you want to include in a migration. However, you might want to include those files only if they are stored in a specific folder or if they were created after a certain date. Suppose you want to include some files with a certain extension, but not if they are in a specific directory. Or what if you want to include all the files in a certain folder, but exclude others if they are in a subfolder? Novell ZENworks 7 Personality Migration with SP1 includes advanced filtering that allows you to identify file extensions and folders that you want to include or exclude in a migration. The Filters dialog box lets you create and test an advanced filter to make sure you can find the files and folders you are looking for before you save the filter settings.

ZENworks Personality Migration allows you to create the following types of filters:

To create a filter:

  1. Open the DNA Template Editor from the Start menu.

  2. Click Filters in the left pane of the Template Editor window.

  3. Click Include filter or Exclude filter depending on the type of filter you want to create.

  4. Click Folders or Files depending on which one the filter applies to.

  5. Click Named to display a list of file extensions, or select one from the drop-down list.

    Only files and folders added to the list by clicking Add appear in the drop-down list.

  6. Click Choose to display a list of file extensions, or type the extension in the Named field.

  7. Click Add to put the extension in the Criteria list.

    If you add an extension to the Criteria list and you later want to remove it, select the extension and click Remove.

  8. Click the Date and Size tab.

  9. Fill in the fields:

    Matches this date. Select whether you want to search for all files or find those created between specified dates.

    Matches this size. Select whether you want to filter by file size.

  10. Click the Locations tab.

  11. Specify the name of the drive or folder to search in the Find in field, or browse to select a drive or folder to search.

    Only drives and folders that you have added to the list by clicking Add appear when you click the drop-down list. You can also click Browse to specify a drive or folder.

  12. Click Include subfolders to include the subfolders of the selected folder.

  13. Click Use parent folder of matching items if you want to migrate the entire contents of the folder where the file matching the filter criteria is located.

    You cannot redirect filters where you have selected Use parent folder of matching items. You can redirect other filters. If you want to redirect the files and folders captured by a filter where you have selected Use parent folder of matching items, you need to redirect the folders individually by expanding the file and folder tree.

  14. Select whether you want to omit specific folders from individual filter processing or from all filter processing for a migration.

  15. Click the Redirection tab.

  16. To use redirection, click Redirect to this folder and type a path, or use the Browse button to select a path.

  17. Click Create Filter.

    The filter name appears in the pane at the bottom of the screen.

NOTE:Once a filter has been created, you can test it by clicking on the filter name in the pane at the bottom of the screen and clicking Find Files.

To edit filters:

  1. Click the filter name in the pane at the bottom of the screen.

  2. Click Edit Filter.

  3. Make the desired changes.

  4. Click Save Filter.