Adding a Definition to a Case for File System Data

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You can add a definition to a case for file system data.

Note: Changes that you make to the definitions for a case (including adding, modifying, and deleting definitions) apply only to data collection jobs that successfully ran since the last time the definition was modified.

Procedure

  1. From the navigation pane, go to Data Insights.

    The Data Insights page appears.

  2. Click Case manager.

    The Case manager page appears.

  3. In the Name column, click the case.

    The case page appears.

  4. To the right of Definitions, click Add definition.

    The Definition dialog box appears.

  5. Under General, enter the following information:

    • Definition name: Enter the name of the definition as you want it to appear in the Case Manager.

    • From the Data type list, select the solution that specifies the type of data that you want to collect for the custodians added to the case.

      • To collect file system data from any client or client group that are not owned by any of the custodians, from the Data type list, select File servers.

      • To collect file system data from a list of clients that are owned by any of the custodians in the case, from the Data type list, select Laptops.

    • From the Data Collection list, select one of the following options:

      • Continuous: Incremental data is collected continuously based on the Recovery Point Objective (RPO) of the Server Plan.

      • One time only: Data is collected only one time.

  6. You can do one of the following:

    • If you selected File servers as a data type, expand File servers, enter the names of the servers or server groups, and then click OK.

    • If you selected File servers and/or Laptops as a data type, expand Custodians, enter the names of the users or user groups or their email address, and then click Add.

      Note:To add multiple custodians, separate each custodian with a comma. For example, enter Adhira Venkatesh, Bohai Wang, mtolliver@example.com.

  7. Optional: Under Additional criteria, configure additional filter criteria to the data included in the case.

    Only data that meets the filter criteria that you define is included in the case.

  8. Click Save.