Data Discovery & Risk Insights 24.4.0 Help Center

# Research

View and search data managed by OpenText Core Data Discovery & Risk Insights. Your view and the available actions you can take is based on whether the data is unstructured (documents from SharePoint, Google, file systems, and so on) or structured (data in database tables). Your ability to view data and take action is further managed by your permissions.

Capability | Unstructured data | Structured data
--- | --- | ---
View metadata | yes | yes
View content | yes | yes, if processed by built-in structured data processor no, if processed by Structured Data Manager
View risk score | yes | yes
View associated reporting groups | yes | yes
View identified grammar rules | yes | yes
View identified grammar values | yes | yes, if processed by built-in structured data processor no, if processed by Structured Data Manager
View and assign static tags | yes | yes
Send to a workspace | yes | yes
Export to a CSV list | yes | yes
Download | yes | no

When viewing the research page, you will see the action ribbon, filter panel, and content list.

You can view data in several presentations. The view you select determines the initial information that is available in the content list and any additional panels. Your last selected view persists until you make a different selection. The activity ribbon and filter panel are present in all views.

- The Grid view () includes the content list, but displays different information than the content list in the List view. In this view, you cannot see the content of the selected unstructured document and the content detail panel is not available.

- The List view () includes the content list and either the content view panel or the content detail panel. To select the view for the second panel, click the preferences icon () and then click Content to show the content view panel or Detail to show the content detail panel, which includes data analysis, tag information and actions, and metadata information.

- The Detailed view () includes the content list, the content view panel, and the content detail panel. In this view, you can see the content of the selected data item, if available. The detail panel includes data analysis, tag information and actions, and metadata information.

  TIP: If you do not have permission to preview the content of individual data items, you cannot view the content view panel and therefore the Detailed view is not selectable.

- Preferences () lets you determine how the content list view is presented and, if you have permission, whether to view the content of the data item with or without masking in place. Your selection is remembered until you make a different selection.

  - In the Show on List View section, click Content to show the content view panel or click Detail to show the content detail panel, which includes data analysis, tag information and actions, and metadata information.

    TIP: If you do not have permission to preview the content of individual data items or the selected data item has been protected, you will not be able to select the Content view.

  - In the Data Masking section, click Unmasked View to show the original data item content (text or near-native view) with all identified grammar values visible or click Masked View to show the data item content with the values for configured grammar rules fully or partially masked.

    TIP: If you do not have permission to view masked data, you will not see these options.

## Action ribbon

The action ribbon displays above the content list panel and allows you to take various actions related to the current list.

- From the search menu (), you can start a new search using the advanced search builder or edit the criteria for the advanced search you are currently performing. For more information about the advanced search builder, see Search builder.

- From the Manage menu (), you can create a workspace in Manage that includes selected data items or all of the data items in the current content list. For more information, see Save data items to a workspace.

- From the export menu (), you can save the current content list as a CSV file. You have the option to specify the metadata to be included in the export. For more information, see Export to a CSV file.

- From the Sort by menu, you can sort the current content list by various data points. For more information, see Sort the content list.

- From the Group by menu, you can choose to show individual data items (None) or group by documents or tables (Documents/Tables). For more information, see Change the data grouping.

- From the sample menu () select the percentage of the data items in the content list to randomly sample. Use the slider to set the desired percentage, and then click APPLY. The content list refreshes and displays the selected percentage of data items that were in the previous list.

  TIP: For content lists that contain less data, the amount of data sampled may not be the exact percentage. The more data in the list, the more accurately the resulting sample represents the percentage defined.

## Filter panel

The filter panel lets you search for data that match specific criteria. The VIEWING box at the top of the filter panel identifies the search criteria that defines the data items in the content list. If viewing anything other than the full list of managed data, click the X to restore the view to all data.

For more information about filter searches, see Filter search.

## Content list panel

The content list panel displays all data items you are currently viewing. When you log on to Analyze, and navigate to Research, the content list includes all data items managed by OpenText Core Data Discovery & Risk Insights that you have permission to view. As you make selections in the filter panel, the content list updates to reflect your selections. When you conduct an advanced search, the content list displays the data items that meet your selected criteria.

For more information about the list panel, see Content list.

## Content view panel

NOTE: Applies to unstructured data and structured data not from Structured Data Manager sources.

The content view panel displays the contents of the data currently selected in the content list. The view you see depends on how the data was processed.

Fore more information about the content view panel, see Content view.

## Content detail panel

The content detail panel displays pertinent data analysis, applied tags, and metadata for the data item currently selected in the content list.

For more information about the content detail panel, see Content detail

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Version 24.4.0 | Last updated October 2024
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