Workspace templates

Workspace templates let you create workspaces based on common criteria. When you create a workspace based on a workspace template, the criteria defined in the template is prepopulated and can be edited for the new workspace as needed.

Manage includes several default workspace templates for common purposes. The templates are associated with groups that represent the purpose of workspace. Any categories and workbooks included in the workspace template are automatically created when the template is used to create a workspace. Features related to the purpose of the template are enabled by default.

The built-in business purpose groups are used to organize the Manage Overview page. Workspace templates not assigned to a group are organized in the Other grouping on the Overview page.

  • The Data Discovery group is associated with the following built-in workspace templates.

    • The Case Assessment workspace template includes the Responsive, Privileged, Review, and Export categories. The Collect, Requests, Extract grammar values, Export, Hold, Store Content, and OCR features are enabled.

    • The Data Cleanup workspace template includes the Redundant, Obsolete, and Trivial categories as well as Obsolete Data and Trivial Data query workbooks. The Deduplication, Delete, and Send to Target features are enabled.

      • The Obsolete Data workbook gathers documents processed from File System and SharePoint datasets that are older than 10 years from the date the Data Cleanup-based workspace is created. The Obsolete category is assigned to this workbook.

      • The Trivial Data workbook gathers temporary and system files processed from File System and SharePoint datasets at the time the Data Cleanup-based workspace is created. The Trivial category is assigned to this workbook.

      TIP: Create a Deduplication task workbook to identify and gather redundant items.

    • The Data Subject Access Request workspace template includes the Directly Identifiable, Indirectly Identifiable, and Review categories. The Collect, Data Requests, Enrich, Export, Hold, Index Content, and OCR features are enabled.

    • The Freedom of Information Request workspace template does not include categories by default. The Collect, Data Requests, Extract grammar values, Export, Hold, Store Content, and OCR features are enabled.

    • The Risk Assessment Using Sampling workspace template includes the Sampled, Regulatory, Financial, Legal, and Cascading categories. The Collect, Extract grammar values, Store Content, OCR, and Random Sampling features are enabled.

  • The Data Management group is associated with the following built-in workspace template.

    • The Sensitive Data Governance workspace template includes the Hold, Delete, Secure, and Export categories. The Collect, Delete, Extract grammar values, Export, Hold, Store Content, OCR, Protect, and Send To Target features are enabled.

  • The Data Protection group is associated with the following built-in workspace template.

    • The Risk Assessment & Protection workspace template includes the Regulatory, Financial, Legal, and Cascading categories. The Collect, Extract grammar values, Store Content, OCR, and Protect features are enabled.

Changes you make to the options in a workspace template apply going forward and do not affect existing workspaces based on the template. Workspace templates that are associated with existing workspaces can be deleted at any time.

Click anywhere in the row for the desired workspace template and then click the open detail panel icon (open detail panel icon) to display template details. From the detail panel you can view the options defined for the template as well as edit and delete the template.