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Step B: Create a staging folder
To submit multiple packets to EAS at one time,
- In a convenient and secure location on your local file system, create a staging folder. EAS will use the staging folder's name as default packet name. You can override the default packet name
- Folder name can contain letters, numbers, underscores and/or hyphens. Avoid spaces, diacritics, and other special characters.
It is possible to submit multiple packets to EAS at one time. Each packet must have a separate staging folder with a unique name.
The staging folder name will be the default packet name, but you can override this by changing metadata on the EASi Submit Packet screen (
in Step D).
Copy the extracted email content (from Step A) into the staging directory.
It is possible to submit multiple packets to EAS at one time. Each packet must have a separate staging folder with a unique name.
Step C
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: Upload packet to dropbox
The next step is to upload your staging directory and its contents to an EAS dropbox.
What you'll need:
- An EAS dropbox. Each participating repository is assigned its own secure FTP dropbox.
- And, a secure FTP client to access the dropbox. See the DRS Documentation Center for compatible SFTP clients.
- A VPN (virtual private network) account in the secure DRS tunnel. Using VPN to access EAS services is required at all times, even from an on-campus wired computer.
- And, a Cisco AnyConnect VPN client to access the SDRS secure DRS tunnel. If you need the client, go to HUIT's VPN client download & installation page.
- To request an EAS dropbox and/or an SDRS secure DRS VPN account, contact Library Technology Services.
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- Open your VPN client and log into your VPN account. The login name should be your HarvardKey login name and tunnel (e.g., john_harvard@harvard.edu#vpnedu#vpn_tunnel_name) and your HarvardKey password.
- Point your secure FTP client to the dropbox address: easdrop-secure.library.harvard.edu (production) or easdrop-secure-qa.hul.harvard.edu (test). Use port 22 for secure FTP (in case your client does not set this automatically).
- Enter your dropbox login name and password.
- Locate the dropbox INCOMING folder. On your local file system, locate the staging folder.
- Copy the staging folder to the INCOMING folder.
- Close the secure FTP connection. This step is IMPORTANT! The EAS loader will not process your packet if your sFTP client is connected to the dropbox.
When the upload is complete and your secure FTP connection is closed, proceed to the packet submission step.
Step D
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: Submit packet to EAS
Once your email packet is in the dropbox and secure FTP connection to the dropbox is closed, connect to EASi and submit the packet.
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- Make sure your VPN client is turned on. Connect to EASi:
Production: https://easi.library.harvard.edu/easi
Test (qa):
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- Select the "Packets" option on the EASi main menu. The Submit Packet page will display.
- Select a packet to process. At top left, select your packet on the Select Packet list. A listing of packet contents will display under Packet Inventory on the right.
- Assign metadata to content in the packet. Enter values into the metadata panel on the left. These Required fields are required: packet name, depositor email, creator client, DRS access flag, and billing code; the rest are optional.
- Packet name:
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- By default, the staging directory name is used here, but you can replace this with a name of your choice. This packet name will be associated with every message and attachment in the packet.
- Depositor email:
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- Address to which the load report will be sent.
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- The "manager email" value from your EASi account
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- is used
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- by default, but you can substitute another address
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- .
- Creator client:
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- Email software used to create content in the packet.
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i. If you don’t know the version of Outlook associated with the content, select "Outlook for Windows/version unknown".
ii. If you know the version of Outlook and that version is listed, select it.
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- If you know the exact creator client and version for your content but these are not listed, please contact Library Technology Services. If you do not know the exact creator client version, select the “version unknown” option for that client.
- DRS access flag:
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- This flag controls access to messages and attachments once these are
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- stored in the DRS. Flag value is set to N (not accessible).
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- Billing code:
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- DRS billing code that will be associated with
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- message and attachments in the packet.
- Submit the packet. Click the Submit button to start the process. Click "OK" on the pop-up window that displays to confirm the submission.
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