Data Discovery & Risk Insights 26.2.0 Help Center

# Processing

Through the Processing page, you can view background processing tasks initiated in OpenText Core Data Discovery & Risk Insights.

For each processing task, you can see the following information.

- The Type of processing defines the action that initiated the task.

  Task types

  Task type | Task initiators
  --- | ---
  Apply Hold Release Hold Released Hold Cleanup | User initiated document hold or document hold release at the workbook or document level.
  Apply Tag Refresh Tag | User initiated manual tag of a document. User initiated tag of a document when a dynamic tag is created or changed and documents match, or no longer match, the tag criteria.
  Assign Category Refresh Category | User initiated document addition to or removal from a static or query workbook that is associated with a category. User initiated creation of or change to a dynamic query workbook that is associated with a category and documents match, or no longer match, the workbook criteria.
  Assign Reporting Group Refresh Reporting Group | User initiated when a tag with an associated reporting group is created or changed and documents match, or no longer match, the tag criteria.
  Assign Weighted Label Refresh Label | User initiated when a tag with an associated weighted label is created or changed and documents match, or no longer match, the criteria.
  Assign Workbook Refresh Workbook | User initiated document addition to or removal from a static or query workbook. User initiated creation of or change to a dynamic query workbook and documents match, or no longer match, the workbook criteria.
  Dataset Deletion | User initiated deletion of a dataset.
  Dataset Initialization | User initiated creation of a dataset.
  Dataset grammar value extraction | User initiated document grammar extraction when a dataset with assigned grammar sets is created or edited.
  Delete Identify if Deletable Prepare for Delete | User initiated document deletion from a workbook. Some delete actions require identification and preparation steps.
  Export | User initiated document export from the workbook or document level.
  Grammar Review | Use initiated marking of a grammar rule or value as a false positive, as not sensitive, or remapping a grammar rule or value or table column to a different grammar rule.
  Grammar value extraction Prepare for grammar value extraction | User initiated document grammar extraction at the workbook level in Manage or at the item level in Analyze. Some grammar extraction actions require a preparation step.
  Identify Duplicates | User initiated creation of a task workbook for deduplication and duplicate documents are identified.
  Ingestion Prepare for Ingestion | System initiated index document content when a dataset is created with "Store content" enabled and processing runs on a schedule. Some ingestion actions require a preparation step. User initiated dataset update (request reprocessing) and the dataset has "Store content" enabled. Some ingestion actions require a preparation step. User initiated "Store content" at the workbook level. Some ingestion actions require a preparation step.
  Populate Data Request Refresh Data Request | User initiated data request creation or change, and documents match, or no longer match, the data request criteria.
  Populate Workspace Refresh Workspace Workspace Cleanup | User initiated document addition to or removal from a workspace when a data source is created or edited. User initiated close of a workspace and user chose to also remove documents from the index (metadata and content are retained) that are not in any other workspaces.
  Populate Workspace Dataset Refresh Workspace Dataset | User initiated addition or removal of a dataset from a workspace.
  Prepare for Collect | Preparation step for a user initiated collection action from a workbook.
  Prepare for OCR | Preparation step for a user initiated OCR action from a workbook.
  Prepare for OCR and grammar extraction | Preparation step for a user initiated OCR and grammar extraction action from a workbook.
  Protect Prepare for Protect | User initiated protection of a workbook that contains documents. Some protection actions require a preparation step.
  Random Sampling | User initiated creation of a task workbook for random sampling and documents exist in the workbook.
  Send Masked | User initiated send a masked copy of documents to a target.
  Send to Target Collect for Send to Target Prepare for Send to Target | User initiated send documents to a target. Some send to target actions require a preparation step and a collection step.
  Staging Complete Notification | Staging for a user initiated file analysis action has completed.

  NOTE: Collection activity is tracked in Agent Activity.

- The User defines who initiated the task. You will see either the username for the user that initiated the task, or "System" for all tasks automatically initiated by the OpenText Core Data Discovery & Risk Insights system.

  NOTE: If a user ID displays instead of a username, the user associated with the task is no longer in the OpenText Core Data Discovery & Risk Insights system.

- The Date Created defines the date and time the task was initiated.

- The Date Last Updated defines the date and time of the most recent activity for the task. If the task completed without errors, this is the date and time the task completed.

- The Status defines the actual state of the task. If the processing failed, click the Failed link to view the errors.

- The Progress shows the percentage of the task that is completed.

Use the filters above the list of processing tasks to filter the list by any combination of processing task type, status type, and status. Click the clear all icon () to clear all filters. You can also search for a specific user, including the "system" user, to show only tasks initiated by the defined user.

Status types relative to status

- The Active status type includes Active, Paused, and Waiting.

- The Inactive status includes Canceled, Completed, and Failed.

- The Not Completed status includes all statuses except Completed.

To maintain the processing tasks page, you can delete individual tasks that have an Inactive status type (status of Canceled, Completed, or Failed) from the processing tasks list.

To delete an individual inactive processing task from the processing list

1. On the Processing page, click or hover over the row for the inactive processing task you want to delete.

   A delete icon () displays in the right column

2. Click the delete icon () associated with the desired inactive task.

3. In the confirmation dialog, click YES to confirm the action.

   The selected inactive task is deleted from the processing task list.

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Version 26.2.0 | Last updated April 2026
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