From the Manage Routes page, you have the ability to manage an existing route.
Just go to the existing route, then go to the more options menu on the far right side to find the Manage option.
From here you can view or make changes to routing information, create or update different settings, or go to the List Files tab to view and manage files on the route.
Note: To change the route password, navigate to the More Options menu (located at the end of the grey bar), select Bulk Actions, and then click Manage.
Edit Route
Go to Storage Routes > Create a Route for information on how to create or edit a route.
Settings
If youâd like to further distinguish files in an ownerâs route, use the Settings tab. From here, Mappings, Filters and Archive Passwords can be assigned to a client route.
Mappings
The Mappings setting is used to create matching patterns to automatically assign a convert type based on filename. To create a Mapping, enter a Pattern (valid regular expressions are supported) and select a Type to automatically match a filename to a selected type. One example of a Pattern might be âCustomerâ to map customer related data to a the convert type of customer.
While the system provides the ability to create custom Types using Convert Types, the default list of selectable Types include:
Layout- this type is usually informational in nature and if assigned, will not proceed through the conversion workflow
Ignore- files marked as Ignore are removed from the workflow and are marked as Will not Convert
Duplicate- this type is byte for byte exactly the same as a file that already exists and will be treated as Ignore
Document- this type will be treated as Ignore
Parent- an archive that has produced at least one other file (EG. a zip file); this type will not proceed through the conversion workflow
You can also enter a Qualifier in order to assign a more specific differentiator to the convert type. This is an optional feature. An example of a Qualifier for the Convert Type of customer might be âColoradoâ or âUtahâ.
Once Mapping information has been entered, click the Add button. Mapping details will display on the Settings screen and will also be included in the count located next to the Mappings text. You can enter and map multiple Patterns to different data Types.
To remove a Mapping, simply click on the Delete icon for the selected item.
Filters
Filters provide the ability to limit the files that are downloaded from a route. Adding patterns enable you to filter which files are indexed from an enabled route. If a pattern is matched, the file will be downloaded. From the Settings page, click on Filters and enter a Filter Pattern (valid regular expressions are supported). Then click the Add button. The added filter will display beneath the Filter Pattern field and the filter pattern count will display next to the Filter text. You can enter multiple Filters to a Route. When you add more than one filter, they are connected using OR logic. This means that if a file matches any one of the filter patterns youâve entered, it will be downloaded.
While the system provides the ability to create custom Output Schemas, the default list of selectable Types include:
To remove a Filter, click on the Delete icon for the selected item and save the route.
Archive passwords
From the Settings page you can also add Passwords to automatically extract protected zip or pgp files. For example you may require a password to open an individual file. Select a Type, enter a Description and Password.
After completing Settings, click Save.
You can now select the List Files tab and click the List Files on Route button to see the Mapped Types and Passed Filters for the routeâs list of files. Files that pass the created filters will display with a checkmark, those outside of the filters will display with an X.
Note that filters are not respected when manually downloading data by clicking the Load icon.
Be sure to click the Save button once all the ownerâs routing information has been completed. Click Close to return to the Manage Routes page where the Ownerâs routing information will now display.