Adding Exchange User Mailbox Data Sources to a Project

You can add Exchange User Mailbox 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

  • Verify that the appropriate Activate software packages are installed.
  • An Exchange Mailbox Agent must be installed and the mailboxes must be archived or archived and content indexed:
    • If the client mailboxes are archived and not content indexed, you can include specific mailboxes in the data source.
    • If the client mailboxes are content indexed, the mailboxes are automatically included in the data source.
  • Gather the following information:
    • The country where the server is located
    • The user mailboxes to use as data sources


  1. Open Sensitive data governance as follows:
    1. From the navigation pane, go to Activate.

      The Activate page appears.

    2. Under Apps, click Sensitive data governance.

      The Sensitive data governance page appears.

  2. Under Quick start, click Exchange.

    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 Mailbox page appears.

  5. In the Select user Mailbox step, select the check box next to the mailbox 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. In Display name, enter a name for the server.
  8. From the Country name list, select the country where the server is located.
  9. Next to Collection, select the mailboxes to analyze:
    • If the mailboxes are content indexed, All mailboxes is automatically selected.
    • If the mailboxes are archived and not content indexed, select All mailboxes, or click Browse to select specific mailboxes.
  10. Click Finish.

    The mailbox 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: 3/10/2020 9:00:26 PM