To manage jobs, click on in the Navigation Panel. New jobs can be created, and the properties of existing jobs can be viewed.

Once click on create migration job, it will redirect to introduction page

This will be a information page about migration. Click on Start will be navigated to next screen
of job creation.

5.1.1. Select Source Connection

This screen will show all existing source connections added using Connection modules. In case not added source connections from that module, there will be a Add New connection button to add relevant source connections.

From the list of connections, choose relevant source connections using radio button and click on Next button to move on next screen to select relevant location.

5.1.2. Select Source Path

On this screen, select root node if want to create job from there or expand the root node to select any specific folder to create a job from it.

After selecting relevant location, click on Next button to move on screen to select target
connection.

5.1.4.  Select Target Connection

This screen will show all existing Target connections added using Connection modules. In case not added source connections from that module, there will be a Add New connection button to add relevant target connections.

From the list of connections, choose relevant target connections using radio button and click on Next button to move on next screen to select relevant location.

5.1.5. Select Target Path

On this screen, select root node if want to create job from there or expand the root node to select any specific location to create a job from it.

After selecting relevant location, click on Next button to move on screen to choose settings for job creation.

5.1.6. Settings

On Settings screen, there are multiple options for choose settings.

To simplify job creation, settings from other jobs can be copied and applied to this job. These settings are the Structure, Content Type and Security mapping. The following options are available: -

• Default Settings

Job is created with default settings, and no information copied from existing jobs. No structure mapping settings or security mapping and only standard Content Type assignments will be configured.

• Copy settings from file

In Create Migration Job, the Content Type Mappings and General settings from a job can be exported to files. Using this Copy settings option allows these to be imported. This is especially useful for copying these settings across PCS servers. Custom classifications and security/permission information is NOT copied.

NOTE: This option can only be used between jobs that have the same source and target.

i.e. It’s not possible to create a job migrating from File Share and use those settings to create a job migrating from Documentum.

• Copy settings from existing job

Allows the user to select an existing job to copy Content Type Mappings, Custom Classification and General settings from another job. It will NOT copy any custom content type settings as these are not transferrable between jobs. This option will only be displayed if other jobs have been created.

NOTE: This option will display only if at least one job present in application.

After selecting relevant setting, click on Next button to move on Jon summary screen

5.1.6. Job Summary

Before creating the job, review the details shown on the Job Summary screen and alter the job name if necessary.

Clicking Create Job will create the job and the Migration Dashboard will be displayed.