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The CAS File Manager is a great data archive tool that is extremely flexible, but sometimes that flexibility can lead to confusion since you can perform a single task (like defining metadata elements) in various ways. This page's focus is to capture the 'Best Practices' people have found on their projects/experience when creating policy.

To try and keep the confusion to a minimum we will start with a Taxonomy to define what some of the key terms mean, then we will jump into some Operational Scenarios.

Taxonomy

File Manager Policy - All the *.xml files that the filemanager will use to define metadata

Data Set -

Product Type -

Virtual Product Type -

Metadata Elements -

Operational Scenarios

Simple File Manager Policy
*One set of File Manager Policy
*All of the Data Sets are homogenous

Example:

File Manager Policy with Inheritance
*One set of File Manager Policy
*There are some standard elements common to ALL Data sets
*Data Sets are heterogeneous

Example: