Setting the rules of a records migration job

Use the Rules tab on the New Records Migration Job - Rules or Job Properties - Rules page to define which documents are migrated by a records migration job.

To set the rules of a records migration job:

Access the Job Properties - Rules page:
1. Navigate to Administration > Job Management > Jobs
  to access the Jobs list page.
2. Select an existing records migration job and then select View > Properties > Info to access the Job Properties - Info page.
3. Select the Rules tab.
  The Job Properties - Rules page appears.
Move Objects: Designate the object type to migrate.
1. Click Select Type to access the Choose a type page.
2. Select the object type to migrate.
3. Click OK to return to the New Records Migration Job - Rules page.
To storage: From the drop-down list, choose a target file store.
This is the file store to which the records are being migrated.
Select objects: Select the objects for migration by setting criteria:
- To select objects by setting criteria, select By criteria and then click Define selection criteria to access the Selection Criteria page.
  For instructions about entering information on the Selection Criteria page, refer to Defining selection criteria for a records migration job.
- To select objects by query, select By query.
  The drop-down beside the By query is enabled. Select the query object (data from dm_query type) from the drop-down list.
  The dm_query type is created by IAPI. For example:
```
create,c,dm_query
set,c,l,object_name
myquery
setfile,c,l,C:\mig_query.txt,crtext
save,c,l
```
  The mig_query.txt file will have the actual query which will get set to dm_query object. The corresponding dm_query object needs to be used within records migration job.
Exclude objects if already migrated to secondary: Select to exclude objects that are already migrated.
Sub-components of virtual documents: Select to include subcomponents of virtual documents. If selected, optionally designate an assembly version label by selecting With assembly version label and typing a version label.
Formats:
- Clear Primary format to omit migrating the primary format of the documents. Primary format is selected by default.
- Select Annotations or Renditions to include annotations or renditions in the migration job.
Define version criteria: Select to define version criteria for the migration job.
Use the instructions in Defining version criteria for records migration job.
To designate the job as a test only, select Test only.
After you run the job, review the job report to ensure that the report migrates the correct documents. Clear the Test only checkbox when confident that the job runs as desired.