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Adding a transfer to Avid rule

The GV STRATUS Rules Engine can watch a source location that is in the GV STRATUS system and transfer assets that match your criteria to a preconfigured destination location in the Avid system. For playlists, a conform job is automatically triggered to render the complex asset as a simple clip at the destination.
  1. Log in to the GV STRATUS Control Panel application with administrator privileges.
  2. In the GV STRATUS Control Panel application, click General | Rules.
  3. Click Add. Rule Editor settings open.
  4. In the Rule Type drop-down list select Transfer to Avid.
  5. In the Name field type in a name for the rule you are configuring.
  6. In the Description field type in a description for the rule you are configuring.
  7. In Rule Options settings, specify the rule behavior.

    1. Select when the rule is applied each asset.
      • Execute rule only once per asset or segment: The rule is applied once per asset or segment. The Rules Engine uses data stored in the asset's ExecutedByRules metadata field to determine if the rule has been applied to the asset. If it has been applied, the Rules Engine does not apply it again, even if the rule criteria still match for the asset.
      • Execute every time rule conditions apply: The rule can be applied multiple times per asset, if the asset matches rule conditions multiple times.
    2. Select the priority that the Rules Engine processes the rule, with the transfers and transcodes the rule controls, when there are multiple rules in a queue waiting to be processed.
      • Priority: High: Put this rule in a queue with other high priority rules and process through the high priority rule queue before any normal priority or low priority rules.
      • Priority: Normal: Put this rule in a queue with other normal priority rules and process through the normal priority rule queue after any high priority but before any low priority rules.
      • Priority: Low: Put this rule in a queue with other low priority rules and process through the low priority rule queue after any high priority or medium priority rules.
    3. Select the condition when the rule is applied to each asset.
      • Apply rule on growing file: The rule is applied to all files, including those that are still recording.
      • Apply rule on completed files: The rule is only applied to files that have finished recording.
    4. If an asset of the same name already exists at the destination location, configure the rule behavior:
      • Rename: A suffix is appended to the imported asset name. The existing asset is retained.
  8. In Rule Notification settings, specify the notification behavior, if desired.

    1. Enter email addresses to which emails are sent. Separate multiple email addresses with a comma.
    2. Select one or more notification types:
      • Delivery Failed: Emails are sent if the rule operation fails.
      • Delivery Completed: Emails are sent if the rule operation succeeds.
    In order to send emails, the email server must be configured in Workflow Engine settings.
  9. In Scope settings, specify the location or locations in which the rule operates.

    1. Click Add location. The Location Selection dialog box opens.
    2. Navigate to and select the desired location.

      You can select multiple locations in the Location Selection dialog box.

      For Transfer, Export, Custom, Archive, and Transfer to Avid rules, you can also select logical asset locations under Groups | Lost and Found.

      If desired, you can edit scope location path manually in the text box.

      This is the location that contains the files on which the rule operates. Every time the rule runs, it looks in this location to determine if there are any assets that match the rule conditions and then operates on the assets that match.
    3. Click OK. The location is added to the Scope list.
    4. For a location in the list, if you want the rule to operate on sub-folders as well, select Include Subfolders. When this is selected, if there are multiple directories under the selected location, the rule operates in each of the sub-directories.
    5. Repeat these steps to add additional locations as desired.
    6. To change a location in the list, click the Browse button
    7. To remove a location from the list, click X.
  10. In Frequency settings, specify how often the Rules Engine triggers the rule.

    1. Select one of the following options:
      • Metadata Change: The rule is constantly monitoring files in the “Scope” folder (and file types depend on the rule condition).
      • Periodically: Sets the number of minutes.
      • Daily: Sets the number of days.
      • Weekly: Sets the number of weeks.
      • Monthly: Sets the day of each month.
      • STRATUS UI only: The rule is only applicable when triggered by users via the context menu in Asset List of the STRATUS UI.
      For Daily, Weekly, and Monthly options, a Start Time setting opens. Set the day and time the rule is triggered for the first time.
  11. For Destination Path, click the Browse button . The Select Destination Path dialog box opens.
  12. In Destination setting, select the location of the assets to be transferred.

    The location must be an Avid system that had been configured in General | Locations Config | Locations Configuration. If not configured, the location is not available in the Location drop-down list.
  13. In Rule Conditions settings, specify the conditions the Rules Engine looks for to qualify an asset.

  14. In the Select items when drop down list, select one of the following:
    • ALL of the conditions below are met: Assets that match all conditions.
    • ANY of the conditions below are met: Assets that match any condition.
    • Custom: A Custom Expression field opens in which you can enter a custom expression.

    Conditions and custom expressions are similar to those in GV STRATUS Advanced Search. Simple boolean operators AND, OR, and NOT are supported. Enter these operators in all capital letters.

  15. Configure conditions as follows:
    • For each condition (1, 2, 3, 4, etc) click the Add Condition button and select from lists to define the condition.
    • Click the X button to remove a condition from the list.

    The is Empty setting and the period (.) mark are also supported when creating conditions. In case you want to use a ‘relative time’ (for example the asset ‘Modified Date’ is before 2 minutes ago) as a rule condition, you should not use rule triggers based on ‘Metadata Changes’ but use ‘periodically’ rule triggers only and enter a cycle time (for example 3, 4 or 5 minutes). This is because when a ‘relative time' matches the condition, but no metadata change happens at the same time, the rule will not trigger in your operation.

    If a newly created custom metadata field is not available in the Add Condition dialog, restart the GV STRATUS Control Panel application.

  16. In Set Metadata settings, define the metadata that Rules Engine will set during the execution of a rule for an asset.

  17. Configure metadata as follows:
    • For each metadata, click the Add Metadata button and select from the drop-down list to select the metadata.
    • Define the metadata value which will be added into the data field of the asset when the rule is applied to.
    • Select whether to enter the metadata value at the start or the end of the rule workflow.
    • Click the X button to remove a metadata from the list.

    If a newly created custom metadata field is not available in the drop-down list, restart the GV STRATUS Control Panel application.

    You can create new custom metadata by selecting Core | Metadata | Custom Metadata | Add in the GV STRATUS Control Panel.

  18. Click Save.
Next, enable the rule.

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