Upload Data to Vaultastic

Overview

Depending on the Data Source, there may be more than one ways to upload data to Vaultastic.

To get an overview of all the different types, refer to the topic on your selected data sources.

This topic  gives the details of uploading data from sources such as mailboxes, drives, teams or Google Chat etc to a Vaultastic Store using LegacyFlo requests.

The Scheduler application integrated with Vaultastic can be used to schedule Data Upload Requests. The Scheduler will submit LegacyFlo requests at the required schedule.

Pre-requisites

Before creating a New Upload request, ensure that

1. A connector is configured for the selected data source and data type
2. Connector authentication keys are active and valid
3. Required access permissions are available on the source system (added)

Accessing the Application

To access the Scheduler application 

1. Log in to your Vaultastic domain using administrator credentials.

2. Click on the Scheduler application icon on the menu on the left-hand side.

3. The Scheduler application will be launched in a new browser window.

Viewing Scheduler Requests

The Scheduler landing page lists all the scheduler schedules configured for the selected Vaultastic domain.

Select the domain using the domain selector in the top-right corner.
Schedules are displayed with the most recent first.

Schedule List Columns

Adding a Schedule

The following table gives the details of the LegacyFlo request type to be used when scheduling upload requests

• Click on the Add Schedule button on the top right corner
• In the pop-up, select LegacyFlo from the drop down menu. Click Continue
• In the Add Schedule pop-up, select the category and the request type. Click Continue
• In the next pop-up,
  • Give a suitable name to the schedule
  • Give a description
  • Select a Frequency
  • To create a CSV file with the definition of the requests, download the CSV sample file and update it as per your requirements.
  • Click Upload CSV File and choose the CSV
  • The contents of the CSV will be validated. 
  • If the CSV is invalid, you will be prompted with the errors. Upload the corrected one.
  • Confirm the domain for which the requests have to be schedule in the drop down below.
  • You have an option to keep the schedule "disabled" when submitting it. To do so, click the Disabled check box.
  • Click Add 
  • The summary of the newly added schedule will be displayed in the Schedules list.

Editing a schedule

Once a schedule has been submitted, you can edit the name or the description of the schedule. You can also change the status of the schedule. The other parameters of the schedule cannot be updated.

To edit a schedule, 

• Click on the check box at the start of the schedule summary in the list
• Click on the Pencil icon on top of the list
• Update the name or description.
• Update the status of the schedule. To disable the schedule, click on the check box next to Disabled label. To enable the the schedule, un-check the check box.
• Click on the Edit button to save the changes.

Deleting a schedule

Schedules can be deleted as given below:

• Click on the check box at the start of the schedule summary in the list
• Click on the Delete icon on top of the list.
• Confirm the deletion on the pop-up

Note: Even if a schedule is deleted, any LegacyFlo requests already submitted will get executed.

Monitoring an execution

Checking the Scheduler submission status

• Navigate the Scheduler page and identify the schedule. Click anywhere on the row.
• The details of the last execution will be shown at the top and include the following
  • Execution ID: a unique ID used to identify this execution
  • Date and time at which it was executed
  • Status of the execution
  • Total requests to be submitted
  • Number of requests successfully submitted
  • Number of requests that could not be submitted
  • You can even download the list of requests to be submitted, the list of requests that were successfully submitted and the list of requests that could not be submitted
• To get the LegacyFlo request ids of the successfully submitted requests, click on the icon with three vertical dots next to the execution id.
  • A pop up will give the entire list of request ids which can be downloaded 

Checking the LegacyFlo request status

From the Scheduler interface, you can get the list of all the LegacyFlo requests submitted for each execution of the schedule.

• To check the status of the LegacyFlo requests, you have to navigate to the LegacyFlo interface. 
• In the Search pop-up, add the Execution ID in the Request Title field. LegacyFlo will fetch the details of all the requests submitted.