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Adding File System Data Sources to a Project

You can add file system data sources to a project. After a data source is crawled, the personally identifiable information (PII) (entities) defined in the data classification plan associated with the project is discovered in the data source.

Before You Begin

Gather the information that applies to the status of the filer server used as the data source. For a list of statuses and the information needed for each status, see Required Information for File System Data Sources.

Procedure

  1. Open Sensitive data analysis as follows:
    1. From the navigation pane, expand Solutions, and then click Activate.

      The Activate page appears.

    2. Under Apps, click Sensitive data analysis.

      The Sensitive data analysis page appears.

  2. Under Quick start, click File system.

    The Quick start page appears.

  3. On the Project tab, under Select project, from the Project list, select a project.
  4. Click Next.

    The Add file server page appears.

  5. On the Select file server tab, select the check box next to the server you want to add.

    Tip: To refine the list, you can perform the following actions:

    • Select one or more facets to the left of the list.
    • Perform a keyword search.
    • Control pagination with the controls at the bottom of the table.
  6. Click Next.
  7. On the Configuration tab, add the information required to complete the configuration:

    Agent Status

    Steps

    Agent is installed

    1. In the name box, enter a name for the file server.
    2. From the Country name list, select the country where the server is located.
    3. Determine the type of data to use:
    • To use the data collected from a content indexing job or a back up job, click Analyze from backup.

      Note: This operation includes all of the content indexed data or all of the backed up data from the server. The backup sets associated with the data are listed.

    • To crawl data from a local directory that is not content indexed or backed up, click Analyze from source, and in the Directory path box, enter the path to the data on the server you want to analyze.

      Tip: You can click Browse to view the file system of the server and select the path you want to crawl from the file system view.

    Agent is not installed

    1. In the name box, enter a name for the file server.
    2. Click the Country name list, and then select the country where the server is located.
    3. In User name and Password, enter the credentials of a user with read access to the server.
    4. In Directory path, enter the UNC path to the data on the server you want to analyze.
  8. Click Save.

    The server appears in the Data sources table, and a data collection job runs to crawl and to analyze the data in the data source.

What to Do Next

After creating a project and defining data sources, you can create requests to manage user requests to export or to delete data that contains personally identifiable information (PII). For more information, see Adding a Request in Request Manager.

Tip: After you add the data source to the project, a data collection job runs to crawl and to analyze the data in the data source. If at a later time you want to update the data collected from the data source, you can run a data collection job from the data source details page. For more information, see Collecting Data from Data Sources.

Related Topics

Creating Data Classification Plans

Last modified: 11/5/2019 5:13:03 PM