Right-Click Options for Platform Spaces

right click options for platform space

In order to take full advantage of the capabilities of Platform Spaces, users must select a Platform Space and use the right-click option. This will bring up an active context-sensitive menu of available options. Note that these options can and will change based on the following conditions:

  • The operators feature permissions to the Platform Spaces Screen (See Feature Permissions).
  • The operators access rights to the Platform Space (Read or Modify – See File Permissions)
  • The features that have been enabled on the Platform Space.

Below is a full list of possible right-click options for a Platform Space. Each option’s function is described as well as the permission required by the operator to use it.

PS RC Options

PS RC Options 2

PS RC Options 3


Mount

The selected Platform Space will be connected to the Platform Server and a mount point will be created in the local workstation operating system. See Mounting Platform Spaces above for more information.

Open

Selecting open on the Platform Space has the effect of performing a mount if the space is not already mounted and launching the workstation’s file browser. (Apple Finder® Windows Explorer®). This is also the default command if the user double-clicks on a Platform Space.

Search Platform Space

The search Platform Space command by default will redirect to the search screen and list all of the files/folders in the Space that have been indexed into the Platform Database Catalog. See Integrated Catalog below for details.

search platform space

The search Platform Space also provides the option of further refining the search by a user’s saved searches. In the example below, an operator right-clicks on the Platform Space ‘Allens Project’ and then selects ‘Search Platform Space’ and further selects ‘Premiere Projects’. This approach will cause the system to search the Platform Space, redirect to the search screen and filter the results by the parameters defined in the Saved Search.

Data Management Options

One benefit of using the Data Management commands from the Platform Interface is that after the command is submitted to the server, the workstation is no longer involved. This means that the data is being moved between Platform Space’s on the server or between servers but no information is being pulled down to the workstation and then sent back up to the server.

This has the distinct advantage of allowing users to manage Terabytes of data from their workstation, perhaps over a slow connected VPN and not have to worry about connection speeds.

Copy

copy

Copying a Platform Space to another space can be easily done with the Copy option. After right-clicking on a Platform Space, the system will present a list of Platform Space’s to copy to. When the operator selects a space they will be presented with the copy screen to complete the request.

copy 2

When the copy screen appears, the operator has the choice of copying the data to the root of the destination Platform Space or a folder within that Space. Note, the copy command will copy all of the data beneath the Platform Space to the destination space. It does not copy the Platform Space Name to the destination Space.

After submitting the job, the system will begin the operation. If there are files with the same names in the target Platform Space, those files will not be overwritten.

No information will be removed from the source Platform Space.

This copy option can be set up to be recurring by using the checkbox below the scheduled date. If selected, the user has the option of causing the Platform Space Copy to happen on a set schedule. This is particularly valuable when a user wants to set up a disk-to-disk backup of a Platform Space.

Speed – The Speed option allows the operator to choose from Slow, Medium or Fast depending on how much storage bandwidth the user wishes to use. Generally, slow will use 25% capacity, Medium (the default) will use 50% and Fast will attempt to use 100% of the possible storage system speed.

Schedule - The scheduling of a task can be done immediately or for a future date. See task scheduling options for more details.

Move

The Move Platform Space option allows an operator to move the entire Platform Space to a different Storage Group or alternatively move the contents of the Platform Space to another Platform Space. When selected, from the Platform Space menu, the operator will be given a list of Platform Spaces to move data to.

move

When moving the Platform Space to a new Storage Group, the operator can simply select any Platform Space to bring up the Move Task window.

move 2

When the Move screen appears, the operator has the choice of moving the data to the root of the destination Platform Space or a folder within that Space. Note, the move command will move all of the data beneath the Platform Space to the destination space or destination folder. It does not move the Platform Space Name to the destination Space.

In order to move a Platform Space to a destination Platform Space, the destination Platform Space must be empty.

If the operator selects the ‘Move Platform Space?’ checkbox, the system will display a list of Storage Groups. This option allows the operator to move the entire Platform Space including the Platform Space root folder over to a new Storage Group.

After submitting the job, the system will begin the move operation.

Speed – The Speed option allows the operator to choose from Slow, Medium or Fast depending on how much storage bandwidth the user wishes to use. Generally, slow will use 25% capacity, Medium (the default) will use 50% and Fast will attempt to use 100% of the possible storage system speed.

Schedule - The scheduling of a task can be done immediately or for a future date. See task scheduling options for more details.

Backup

The Backup and Archive operation is only available if the Platform System has an LTO tape drive installed and is used to copy all the information in a Platform Space to an LTO tape drive. The backup process and backup options are described below in the Tape section of this manual.

Archive

Archiving a Platform Space allows the operator to copy the entire Platform Space to LTO tape, automatically verify that the copy was successful and the delete the Platform Space from the Storage Group. The details for the archive window and archive process are described in the Tape section of this manual.

Clone

Cloning a Platform Space allows the operator to create a complete duplicate of all the features and data in a particular space. It is particularly useful if a user has created a template space that they wish to use when new projects are created. After selecting the clone option, the system will display the Clone Platform Space Window:

clone platform space

Figure 16 Clone Platform Space Window

The system accepts the following input for the clone operation:

Source Platform Space – This will be filled in by the system and cannot be updated from the Clone Window.

Target Platform Space – This is the new Platform Space name which must be unique across the Platform system.

Storage Group – The operator must choose which Storage Group the Platform Space will be created on. This can be the same as the Source Platform Space or a different Storage Group.

Maximum Size – This feature allows the user to specify the maximum amount of data that can be added to the space before it is considered full. The window will fill in the same size as the source Platform Space.

No Size Cap – If selected, the system will allow this space to grow as large as the available space on the storage group to which it is hosted. Therefore, this is a variable size volume whose size will grow and shrink with the available space of the storage group.

Type – AE Render Space – When selected, this space will be created and monitored for After Effects® render jobs. See AE Render Space feature set below.

Type – Avid Collaboration Volume – Allows this space to act as an Avid ISIS® like volume allowing multiple Avid Media Composer® editors to work in a project at the same time. See Avid Collaboration Volume below.

Type – Include in Search – When selected, the system will automatically index files and folders in this Platform Space for inclusion into the integrated database catalog. This feature must be selected if the operator wants to search on files within this Platform Space. See Integrated Catalog and Asset Management for detailed information.

Type – Generate Proxies? - If the operator selects the ‘Include in Search’ option above, this Generate Proxies option will be displayed. If selected, the Platform Space will be set to automatically generate proxies for applicable video files added to the space.

Speed – The Speed option allows the operator to choose from Slow, Medium or Fast depending on how much storage bandwidth the user wishes to use. Generally, slow will use 25% capacity, Medium (the default) will use 50% and Fast will attempt to use 100% of the possible storage system speed.

Schedule - The scheduling of a task can be done immediately or for a future date. See task scheduling options for more details.

Mirror

The mirror function allows the operator to set up a continuous backup of a Platform Space to another Platform Space. The idea of the mirror is to choose a Platform Space that is on a different Storage Group than the Source Platform Space. This is to ensure that the copied data is kept on a physically different disk system than the source, thus spreading the risk of disk failure and data loss.

platform space mirror

Figure 17 - Platform Space Mirror

The Mirror Operation begins by copying data from the source Platform Space to the destination Platform Space, creating an exact “Mirror” of the source space. These Platform Spaces can be on the same Platform node or on a different node. Depending on the size of the space, and the location of the storage groups, the initial synchronization of the mirror can take a while.


When creating the destination Mirror Platform Space, it is best to set the permissions on the Mirror to Read only for Administrators and no access for users. This will keep the mirror data safe and prevent users from accidently mounting the mirror space and making changes that would be overwritten by the mirror process.

When creating the mirror, the operator will specify the Target Platform Space, the speed of the operation and when the mirror should begin synchronizing.

create task

Target Platform Space – This is the Platform Space name which will receive the data from the Source Platform Space. This space must be empty when the mirror is originally created.

Speed – The Speed option allows the operator to choose from Slow, Medium or Fast depending on how much storage bandwidth the user wishes to use. Generally, slow will use 25% capacity, Medium (the default) will use 50% and Fast will attempt to use 100% of the possible storage system speed.

Schedule - The scheduling of a task can be done immediately or for a future date. This schedule indicates when the initial mirror process will begin. It has no affect after the mirror has been established.

Starting a Mirror: After the operator clicks on the Create button, the system will attempt to schedule the mirror process.

delete platform space

If the Target Platform Space has data already in it, the operator will receive the following message. This indicates that if they proceed, the target Platform Space will have all its information erased by the mirror operation. To continue the operator must type the word ‘DELETE’ and click the DELETE button.

Mirror Synchronization

Once the mirror process has begun and during the synchronization process the task screen will show the progress of the operation. The user can see the status of the mirror in the task service.

mirror synchronization

Additionally, the Source Platform Space background color will change during the synchronization process informing the operator that the mirror is incomplete. In the example below, a mirror task was created between the Platform Space ‘Common Assets’ and a Mirror Space called ‘Common Assets Mirror’.

mirror sychronization 2

When the mirror first begins, the source Platform Space the mirror Platform Space will show ‘degraded’. This informs the operator that the mirror is not yet intact and is still synchronizing.

The Platform System checks the byte count on mirror spaces during each synchronization cycle. If the byte count is not the same, a sync will take place. During the sync operation the system may show the degraded color showing that the mirror is not in sync.

type radio button

When looking at the source Platform Space properties, under the Type section, the user can see that the Platform Space is mirrored to another space and can also see the name of the mirror.

The same is true when the user views the mirror Platform Space. Mirror Platform Spaces will show a mirror icon next to the space and the properties window will show the source of the mirror.

Type GSPEED

type common assets

Restarting a Mirror

If a mirror task fails, the best way to restart the mirror is on the task screen. The user can right-click on the failed mirror task and select “Restart Task”. This has the advantage of causing the mirror task to start where it left off instead of starting over from the beginning.

restarting a mirror

Add/Update Metadata Rules

When selecting this option, the operator has the ability to update metadata rules on the Platform Space. First, the system will bring up a dialog window under the Platform Space Properties Screen.

add update metadata

This window allows the operator to edit metadata rules on the root Platform Space or add rules for individual folders within the Platform Space hierarchy.

When the Platform Space is created and the “Include in Search” property is selected, a default blank rule is created and listed in this tab. In order to establish metadata rules the operator will click on the “Edit” URL for the root Platform Space or for other folders within the Space.

This will bring up a list of metadata fields that can be used to establish rules.

The screen below shows example metadata fields. These metadata fields are custom to each implementation and are entered in the Metadata configuration screen.

add metadata to folder

By clicking in the ‘Value’ box next to the Metadata field name, the user can set up metadata rules that will be applied to the Platform Space or folder selected. Please see the Platform Metadata section below for more information on how metadata is applied.

Remove Value? – When this box is checked, instead of adding a value to the metadata field, any existing values in the metadata field will be removed.

Apply to existing files? – if this is checked, the system will apply the metadata to all data already in the Platform Space or folder. If it is not checked, the system will only apply metadata to files that are added to the folder from this point forward.

Because metadata can be applied to folders in a hierarchy, operators have the ability to set rules on parent and child folders in a Platform Space.

Each folder will inherit the rules from the parent folders above it. However, metadata rules applied to child folders will override rules from the parents.

metadata rules hierarchy

Figure 18 - Metadata Rules Hierarchy

Regenerate Proxies

This option will only show up for Platform Spaces that have proxy generation enabled. This feature allows the operator to regenerate proxies for the Platform Space. See the full description of proxy generation below. The operator has two options to regenerate proxies:

All Proxies – The system will regenerate all proxies in the Platform Space based on the proxy generation rules set up in the Platform Space Properties window. Proxy files will be recreated regardless of whether they already exist. Each proxy creation request is submitted to the task service and can be monitored there.

Missing Proxies – The system will only generate proxies that are missing in the Platform Space based on the proxy generation rules set up.

Reset Search and Index Permissions

Although not normally used in daily operation, this feature allows administrators of the Platform to reset file permissions and possibly re-index the database catalog of files in the Platform Space. One task window can be used to request one or both operations and will submit multiple jobs to the task system to complete the work.

Reset Platform Space

The Reset Platform Space option is valuable when a user is experiencing permission problems:

Users are having permission problems accessing files within the Platform Space. In this case, it is possible that the permissions for files and folders on the Platform Space needs to be reset.

Users cannot mount the Platform Space. In this situation it is possible that the Platform Space share is missing or has the wrong permissions.

When requested, the system will bring up a request window and allow the operator to choose options:

reset platform space

In the example listed, the operator will reset a Platform Space by selecting their schedule option, immediate or future date, and clicking on the ‘Reset Platform Space’ button. The system will then submit a task to the task screen and run the reset in the background. See the Task Screen for details on how to monitor tasks.

Re-index Platform Space

In the case where an administrator wishes to rebuild the database search catalog for a Platform Space, the operator can select the ‘Reindex Platform Spaces’ checkbox from the Additional Options section. This feature can be used if for any reason the database catalog index is not in sync with the actual files on the disk system.

reset platform space reindex checked

When selected, the system will provide an additional option to “Clear out metadata from the catalog?”. This option allows the operator to remove any existing file information from the database catalog for the Platform Space before the indexing occurs.

After selecting the schedule options and pressing the ‘Reset Platform Space’ button, the system will submit a task to the task service to being the indexing and Platform Space Reset. (Note, Platform Space Reset must be done before the re-index operation can begin).

Remove from Platform

Removing a Platform Space causes the space to be unavailable for access by workstations, although it does not delete any of the data from the Storage Group. When clicking on remove Platform Space the system will ask the operator:

delete metadata

The first prompt comes up when the Platform Space has been added to the search index. If the operator answers yes too this question, the system will remove the entry and metadata in the catalog for the file. Please note however, this will not remove entries in the catalog when the Platform Space has been backed up to tape.

Additionally, if the Platform Space had proxies generated on it, the system will ask the operator if they would like to remove the proxies.

After answering this question, the system will finally ask if the operator is sure they want to proceed. When this occurs, the system will remove the Platform Space from the interface and users will no longer be able to mount or work with that space.

Under any case, if the operator wishes to bring the Platform Space back online, they can click on the ‘Add Existing Platform Space’ button and then re-add it back to the Platform.

Delete Forever

If a user wishes to delete the Platform Space and all of the data within it, the ‘Delete Forever’ option will be used. After clicking on the option, the system will show a dialog box to the operator.

delete platform space 2

This screen forces the user to type in the exact name of the Platform Space (this is case sensitive) and then press the DELETE key. Within seconds after the DELETE is pressed, the system will delete the data from the appropriate Storage Group.

Lock / Unlock Platform Space

Locking a Platform Space allows an administrator to disable all access to data in a Platform Space. This function is only available to users with administrator rights to the Platform Space’s screen.

lock unlcok platform space

When enabled, a ‘padlock’ icon will appear next to the Platform Space and no users, including the administrator, will be able to mount or use data within that space.

Warning: After locking a Platform Space, any user that has the space mounted will no longer have access to the data in that volume. Administrators should first validate that all users have files closed before using this command.

lock unlock platform space 2

When a Platform Space is locked, certain right-click functionality for the Platform Space is disabled and that menu item will be grayed out. The functions that are disabled are done so to prevent updates to any Platform Space that is locked.

Generally, any function that could update data in a Platform Space is not allowed when the Platform Space is locked. Similarly, any current task that is operating or scheduled to operate on a newly locked Platform Space, could fail after the Platform Space is locked. An example is a mirror or copy operation that uses the destination Platform Space which is locked.