Record Lineage Parameters Tab

Record Lineage specific parameters. Record Lineage maps a logical record to one or more physical forms over time, tracking how the record evolves within the same system or across different systems.

Parameter Description
Create Record Lineage If checked, CopyStorm/Restore will create a lineage entry when a record is inserted. If unchecked, no lineage entry will be created on insert.
Enable Record Lineage Candidate Scanning If checked, CopyStorm/Restore will consider record lineage when performing a candidate scan. If unchecked, CopyStorm/Restore will not consider record lineage during Candidate Scans. Refer to this article for details on how lineage affects Candidate Scanning.
Related Lists Scan Option Configures how CopyStorm/Restore manages related list relationships when determining record lineage during the restoration process.
Available values are:

  • Do Not Scan Old Lineage – When performing a candidate scan, only the related lists of the HEAD lineage are scanned.
  • Require Consistent Relationships – When performing a candidate scan, child records are scanned only if they maintain a consistent relationship with the parent’s HEAD.
  • Scan Old Lineage – When performing a candidate scan, lineage is ignored, and all child records are considered..
Reference Field Scan Option Configures how CopyStorm/Restore manages reference field relationships when determining record lineage during the restoration process.

  • Do Not Scan Old Lineage – When performing a candidate scan, only the referenced records of the HEAD lineage are scanned.
  • Require Consistent Relationships – When performing a candidate scan, referenced records are scanned only if they maintain a consistent relationship with the parent’s HEAD.
  • Scan Old Lineage – When performing a candidate scan, lineage is ignored, and all referenced records are considered..