Connect
Manage sources
In OpenText Core Data Discovery & Risk Insights, a source defines the initial connection to a specific data platform through a selected agent cluster. A dataset defines the subset of the source, the rules and schedule for processing, and the entities to identify within the data during processing.
You must create at least one agent cluster before you can create sources and associated datasets. Because a dataset defines a subset of a source, you must create a source before you can create an associated dataset.
On the Manage Sources page, you can filter the list of sources by source TYPE and AGENT CLUSTER, or search for a source by name.
TIP: For unstructured sources, the size displayed shows for either "Root Documents" or "Root + Child Documents". To change the view, click "Root Documents" or "Root + Child Documents" above the data cards and select the other view. Root documents are top-level documents. Child documents are documents within a container, such as a ZIP file.
From the Manage Sources page, you can view additional information about each source.
NOTE: Your assigned application permissions affect your access to some functions.
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Hover over or click in the row for a source to display action icons.
-
You can edit (
) or delete (
) the source. -
For unstructured data sources with documents, you can go to the data volume chart (
), focused on the source. For file system and SharePoint sources containing data, you can go to the sensitive data heat map (
) in Manage, focused on the source. -
For structured data sources, you can inventory (
) the source to identify tables present in the source and go to the data volume chart (), focused on the source.
-
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Click anywhere in the row for the desired source and then click the open detail pane icon (
). You can take action against the source and review details about the source. -
You can edit and delete the source.
-
For unstructured data sources with documents, you can go to the data volume chart (
), focused on the source. For file system and SharePoint sources containing data, you can also go to the sensitive data heat map (
) in Analyze, focused on the source. -
For structured data sources, you can inventory the source to identify tables included in the source.
-
Supported source types
| Source type | Version or platform supported |
|---|---|
| file system | CIFS/SMB2.0 shares |
| Exchange | Subscription Edition, Office 365 |
| SharePoint, including OneDrive | 2016, Office 365 |
| Content Manager |
23.4.x or 25.3.x IMPORTANT: Only Microsoft SQL Server RDB datasets are supported at this time. |
| Google Drive |
not applicable TIP: A source is associated with a Google Workspace for the domain that includes the desired users' drives. Datasets for the source are associated with a single user account Google Drive. |
| Documentum | 25.4.x |
| Extended ECM | 24.3.1 |
| Confluence | Data Center 7.19.x or later |
| structured data |
Platforms supported by the built-in structured data processor
Platforms supported by connection to Structured Data Manager
NOTE: For supported versions, see the Structured Data Manager Certification Matrix.
|
Review the following tasks and considerations for each source type:
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For all source types, at least one agent cluster must exist prior to creating a source. Selection of an agent cluster is required when you create a source.
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For all source types, keep in mind that processing of data does not occur at the source level, only at the dataset level.
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For all source types, you have the option to limit access in OpenText Core Data Discovery & Risk Insights by granting only specific users or groups access to the source.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces with a data source that includes the dataset or view individual items that originated from the dataset.
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For Exchange sources,
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before creating Exchange sources and datasets, see Exchange connection to complete additional tasks required for processing data from Exchange.
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the Exchange source uses an agent to connect to the mail server to process new items, as well as items that already exists on the mail server. This method processes items based on user mailboxes and therefore includes folder information and is subject to user action (such as delete).
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For file system sources,
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ensure that your CIFS shares can be accessed by the "System" account.
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if your file system allows long paths, the machine hosting the processing agent must also be enabled for long paths.
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For SharePoint sources, only the latest revision of a document is processed. See SharePoint connection to complete the tasks necessary for connection.
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For OneDrive sources, only the latest revision of a document is processed. See OneDrive connection to complete the tasks necessary for connection.
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For Content Manager sources, see Content Manager integration to complete the tasks necessary for connection.
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For Google Drive sources,
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a dataset connects to a single user's Google Drive. To process items for multiple users, create a Google Drive dataset for each desired user. See Google Drive connection to complete the tasks necessary for connection.
NOTE: OpenText Core Data Discovery & Risk Insights supports processing of data from Google Workspace's Drive; data from personal Google Drives is not supported.
-
shortcut files that exist on Google drives are not processed.
-
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For Documentum sources, the Documentum host URL must be unique across sources. You can define a single Documentum repository per dataset. For additional information about connecting to Documentum sources, see Documentum connection.
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For Extended ECM sources, you can create a single dataset per source. For additional information about connecting to Extended ECM, see Extended ECM connection.
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For Confluence sources, see Confluence connection to complete the tasks necessary for connection.
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For structured data sources, once a source has been inventoried, you cannot change the agent cluster from a cloud agent to a non-cloud agent, or from a non-cloud agent to a cloud agent. For additional information about connecting to structured data, see Structured data connection.
Create a source
You can create sources as needed to connect to data you want processed. The available options vary based on the source type. Follow the instructions for the desired source type.
To create a file system source
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From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
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Click NEW SOURCE.
The New Source dialog opens to the General page.
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Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click File System. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
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Complete the Connection options for the source.
Option Description Directory
[Enter directory UNC]
Type the UNC path on the source that is your top-level connection point.
Limits:
-
The source path cannot be more than a single directory beyond the host. For example,
\\server01.domain.com\folderA. Further path refinement is defined by datasets. -
The hostname portion of the source path can contain only the following characters.
-
upper and lowercase alpha-numeric characters
-
.(period) -
-(dash) -
_(underscore)
-
-
The source path cannot contain any of the following special characters.
-
<(less than) -
>(greater than) -
:(colon) -
"(double quote) -
|(vertical bar or pipe) -
?(question mark) -
*(asterisk) -
/(forward slash)
-
-
The path cannot contain
.or..before, after, or in between slashes (\) with no other characters and cannot end with..-
Not valid:
\\company.domain.com\..\\company.domain.com\. -
Valid:
\\company.domain.com\ab..c\\company.domain.com\.abc
-
Username
Type the user name of the user that has access to the source directory you want to process data from.
Limits: Use the format
domain\userormachine_name\user.Password Type the password for the defined user.
Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
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In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create an Exchange source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
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Click NEW SOURCE.
The New Source dialog opens to the General page.
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Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Exchange. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support file system sources are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description [Exchange type] Select Exchange server (default).
IMPORTANT: Once the source is created, the Exchange type cannot be changed.
Username
Type the user name of the Exchange mail user account that has access to the mail servers you want to process data from.
Limits: Use the format
domain\userormachine_name\user.Password Type the password for the defined user.
Email address Type the email address for the defined user. Dataset scan option Select the type of scan to perform on datasets associated with this source.
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Select Based on a pre-defined user group to scan the mailboxes of users within a specific group that has been created in Administration. The group is defined at the dataset level.
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Select Based on a list of mailbox addresses to scan specific mailboxes based on email addresses. The list of mailbox addresses are defined at the dataset level.
Click NEXT.
-
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Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create an Exchange Online (O365) source
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From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
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Click NEW SOURCE.
The New Source dialog opens to the General page.
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Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Exchange. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support Exchange sources are shown.
For Exchange sources, you can select Cloud Cluster to manage a cloud-based source with the built-in cloud-based agent.
Click NEXT.
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Complete the Connection options for the source.
The values for the following options were generated when Exchange collection for OpenText Core Data Discovery & Risk Insights was registered in the Exchange admin center during implementation of OpenText Core Data Discovery & Risk Insights. If you do not have this information, contact the administrator of your OpenText Core Data Discovery & Risk Insights environment.
Option Description [Exchange type] Select Exchange Online (O365).
IMPORTANT: Once the source is created, the Exchange type cannot be changed.
Application ID
Type the value for the Application (client) ID as defined in the Exchange admin center. Directory ID Type the value for the Directory (tenant) ID as defined in the Exchange admin center. Client Secret Type the value for the Client secret as defined in the Exchange admin center. Dataset scan option Select the type of scan to perform on datasets associated with this source.
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Select Based on a pre-defined user group to scan the mailboxes of users within a specific group that has been created in Administration. The group is defined at the dataset level.
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Select Based on a list of mailbox addresses to scan specific mailboxes based on email addresses. The list of mailbox addresses are defined at the dataset level.
Click NEXT.
-
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Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a SharePoint source
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From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
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Click NEW SOURCE.
The New Source dialog opens to the General page.
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Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click SharePoint. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
For SharePoint sources, you can select Cloud Cluster to manage a cloud-based source with the built-in cloud-based agent.
Click NEXT.
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Complete the Connection options for the source.
IMPORTANT: Avoid creating more than one source for any single data location in your environment.
Option Description [SharePoint type] Select SharePoint (default).
IMPORTANT: Once the source is created, the SharePoint type cannot be changed.
SharePoint site URL Type the fully qualified URL to the base of the SharePoint site.
If assigned to a cloud agent cluster, you must define the site URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
Example site collection URL:
https://company.sharepoint.com/sites/team01Example web application URL:
https://company.sharepoint.com/IMPORTANT: SharePoint subsites of the defined site are not processed as part of the site. When defining the source to process from SharePoint site and its subsite, create multiple datasets and define the full sub-URL for each subsite.
The path cannot contain
.or..before, after, or in between slashes with no other characters.-
Not valid:
https://company.domain.com/sites/..https://company.domain.com/./sites -
Valid:
https://company.domain.com/sites/abc..https://company.domain.com/sites/.abc/123
Username
Type the user name of the SharePoint user that has access to the SharePoint servers you want to process data from.
Limits:
-
Use the format
domain\userormachine_name\user. -
Maximum 63 characters for the
user. -
Cannot contain
" / \ [ ] : ; | = , + * ? < >within theuser.
Password Type the password for the defined user.
Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a SharePoint Online (O365) source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click SharePoint. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
For SharePoint sources, you can select Cloud Cluster to manage a cloud-based source with the built-in cloud-based agent.
Click NEXT.
-
Complete the Connection options for the source .
Option Description [SharePoint type] Select SharePoint Online (O365).
IMPORTANT: Once the source is created, the SharePoint type cannot be changed.
Azure Environment Select the Azure environment where your SharePoint Online instance is hosted. SharePoint site URL Type the fully qualified URL to the base of the SharePoint site.
If assigned to a cloud agent cluster, you must define the site URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
Example site collection URL:
https://company.sharepoint.com/sites/team01Example web application URL:
https://company.sharepoint.com/IMPORTANT: SharePoint subsites of the defined site are not processed as part of the site. When defining the source to process from SharePoint site and its subsite, create multiple datasets and define the full sub-URL for each subsite.
Limits: The path cannot contain
.or..before, after, or in between slashes with no other characters.-
Not valid:
https://company.domain.com/sites/..https://company.domain.com/./sites -
Valid:
https://company.domain.com/sites/abc..https://company.domain.com/sites/.abc/123
Authentication Type Select the authentication type to connect to SharePoint Online as appropriate for your environment and the connection tasks performed.
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SharePoint App Only
-
Microsoft Entra ID
Application ID
Type the value for the Application (client) ID generated as part of the connection tasks.
Client Secret Type the value for the Client secret generated as part of the connection tasks.
Limits: Displays only when SharePoint App Only is selected as the authentication type.
Directory ID Type the value for the Directory ID generated as part of the connection tasks.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
PKCS12 keystore Upload Click BROWSE and then navigate to and select the PKCS12 keystore file generated as part of the connection tasks.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
PKCS12 keystore Password Type the password that corresponds to the selected PKC12 keystore.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
Click NEXT.
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-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a Content Manager source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Content Manager. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the connection options for the source.
Option Description Dataset URL Type the fully qualified URL of the Content Manager dataset to be accessed. Username
Type the user name of the Content Manager user that was created as part of the connection tasks to access the Content Manager data you want to process.
Limits: Use the format
domain\userormachine_name\user.Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a Google Drive source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Google Drive. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Application Name
Type the application name for the desired project as defined in your Google Cloud Platform.
Certificate Upload (JSON) File Click Choose File. Browse to and select the JSON file with the connection details for the project.
NOTE: This file was created as part of the Google Drive connection tasks and contains pertinent connection information.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a OneDrive source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click OneDrive. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description [OneDrive type] Select OneDrive (default).
IMPORTANT: Once the source is created, the OneDrive type cannot be changed.
OneDrive site URL Type the fully qualified URL to the base of the OneDrive site.
If assigned to a cloud agent cluster, you must define the site URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
The path cannot contain
.or..before, after, or in between slashes with no other characters.-
Not valid:
https://company.domain.com/sites/..https://company.domain.com/./sites -
Valid:
https://company.domain.com/sites/abc..https://company.domain.com/sites/.abc/123
Username
Type the user name of the OneDrive user that has access to the OneDrive servers you want to process data from.
Limits:
-
Use the format
domain\userormachine_name\user. -
Maximum 63 characters for the
user. -
Cannot contain
" / \ [ ] : ; | = , + * ? < >within theuser.
Password Type the password for the defined user.
Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a OneDrive Online (O365) source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click OneDrive. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the connection options for the source.
Option Description [OneDrive type] Select OneDrive Online (O365).
IMPORTANT: Once the source is created, the OneDrive type cannot be changed.
Azure Environment Select the Azure environment where your OneDrive Online instance is hosted. OneDrive site URL Type the fully qualified URL to the base of the OneDrive site.
If assigned to a cloud agent cluster, you must define the site URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
IMPORTANT: OneDrive subsites of the defined site are not processed as part of the site. When defining the source to process from OneDrive site and its subsite, create multiple datasets and define the full sub-URL for each subsite.
Limits: The path cannot contain
.or..before, after, or in between slashes with no other characters.-
Not valid:
https://company.domain.com/sites/..https://company.domain.com/./sites -
Valid:
https://company.domain.com/sites/abc..https://company.domain.com/sites/.abc/123
Authentication Type Select Microsoft Entra ID as the authentication type to connect to OneDrive.
Application ID
Type the value for the Application (client) ID generated as part of the connection tasks.
Directory ID Type the value for the Directory ID generated as part of the connection tasks.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
PKCS12 keystore Upload Click BROWSE and then navigate to and select the PKCS12 keystore file generated as part of the connection tasks.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
PKCS12 keystore Password Type the password that corresponds to the selected PKC12 keystore.
Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a Documentum source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Documentum. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host URL
Type the fully qualified URL of the machine hosting the Documentum application.
If assigned to a cloud agent cluster, you must define the host URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
Username Type the user name of the Documentum user that will be used to access Documentum data. The user must have the appropriate permissions to access and read from the selected data type and connection.
Password Type the password for the defined user. Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a Extended ECM source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Extended ECM. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host URL
Type the fully qualified URL of the machine hosting the Extended ECM application.
If assigned to a cloud agent cluster, you must define the host URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
IMPORTANT: The Host URL uses the format
http(s)://<machine name>/<CS service name>/<CS CGI>and assumes/cs/csfor the CS service name and CS CGI.-
If your environment uses the default
/cs/cspath location, you can omit this from your entry and/cs/cswill be added to your entry.For example, if you type
http://xecm.company.com,/cs/csis added to the Host URL during a processing job, effectively making your entry the same ashttp://xecm.company.com/cs/cs. -
If your environment uses anything other than the
/cs/csdefault path location, you must include the CS service name and CS CGI.For example, if you type
https://xecm.company.com/otcs/cs.exeorhttps://xecm.company.com/otcs/livelink, your entry is used exactly as you type it.If you type any path information after the machine name, the URL is used exactly as you type it.
Username Type the user name of the Extended ECM user that will be used to access Extended ECM data. The user must have the appropriate permissions to access and read from the selected data type and connection.
Password Type the password for the defined user. Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create a Confluence source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Confluence. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Confluence URL
Type the fully qualified URL of the Confluence Server Base URL.
If assigned to a cloud agent cluster, you must define the host URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
Authentication Type Select Username and password or Personal access token as the authentication type to connect to Confluence.
Username Type the user name of the Confluence user that will be used to access Confluence data. The user must have the appropriate permissions to access and read from the defined Confluence site. This user was created as part of the Confluence connection tasks.
Limits: Displays only when Username and password is selected as the authentication type. Maximum 255 characters.
Password Type the password for the defined user.
Limits: Displays only when Username and password is selected as the authentication type.
Personal access token Type the personal access token generated as part of the Confluence connection tasks.
Limits: Displays only when Personal access token is selected as the authentication type. Maximum 256 characters.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create source based on a custom adapter
NOTE: For sources based on custom adapters, there are no connection options. Source Options defined when you created the custom adapter will be defined when you create datasets associated with this source. For more information about custom adapters, see Custom adapters.
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click the custom source. The source type cannot be changed after the source is created.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
To create an Oracle source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Oracle. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Database Name Type the name of the desired database. Instance Name Type the name of the desired Oracle instance. Username Type the user name for the database user as appropriate for the environment.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a Db2 source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click Db2. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Database Name Type the name of the desired database. Username Type the user name for the database user as appropriate for the environment.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a SQL Server source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click SQL Server. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Authentication Type Select whether to authenticate to the server using SQL Server Authentication, Windows Authentication, or Microsoft Entra Password. Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Instance Name Type the name of the SQL Server instance that contains the desired database. Database Name Type the name of the desired database. Username -
For SQL Server Authentication, type the name for the database administrator user.
-
For Microsoft Entra Password, type the user name of the Microsoft Entra user in the format of a valid email address (user@domain.com). User name must be an account from a Microsoft Entra ID or an account from a managed or federated domain with Microsoft Entra ID.
Limits: Displays when SQL Server Authentication or Microsoft Entra Password is selected as the Authentication Type.
Password Type the password for the defined user.
Limits: Displays when SQL Server Authentication or Microsoft Entra Password is selected as the Authentication Type.
Click NEXT.
-
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a PostgreSQL source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click PostgreSQL. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Database Name Type the name of the desired database. Username Type the user name for the database administrator user.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a MySQL source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click MySQL. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Database Name Type the name of the desired database. Username Type the user name for the database administrator user.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a JDBC source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click JDBC. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description URL Type the URL of the database to connect to, including the database type, database name/IP, and port.
Use the format appropriate for the database type.
Examples
jdbc:postgresql://myPostgreSQLhost:5432/sdm77
jdbc:mariadb://198.51.100.0:3306/mysql
jdbc:db2://myPostgreSQLhost:50000/sample
jdbc:sqlserver://myPostgreSQL.host.com:1433;databaseName=CM101;user=sa;password=Welcome1
jdbc:sybase:Tds:198.51.100.0:5000/master jdbc:oracle:thin:@16.103.3.88:1521/orclpdb
jdbc:oracle:thin:@localhost:1521:xe
jdbc:oracle:thin:@(DESCRIPTION=(SDU=32768)(enable=broken)(LOAD_BALANCE=yes)(ADDRESS=(PROTOCOL=TCP)(HOST=gvu2707.london.com)(PORT=1525)) (ADDRESS=(PROTOCOL=TCP)(HOST=gvu2923.london.com)(PORT=1525))(CONNECT_DATA=(SERVICE_NAME=SAPDEMI)))
Username Type the user name for the database administrator user.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
To create a Sybase source
-
From the primary navigation pane, click Sources > Manage Sources.
The Manage Sources page opens.
-
Click NEW SOURCE.
The New Source dialog opens to the General page.
-
Complete the General options for the source.
Option Description Source name Type a meaningful, unique name for the source.
Limits: Maximum 50 characters.
Description (Optional) Type a meaningful description of the source.
Limits: Maximum 250 characters.
Source type Select Unstructured Data. The available source types update based on your selection.
Click the Sybase. The source type cannot be changed after the source is created.
IMPORTANT: Ensure the appropriate structured data connection tasks have been completed.
Agent cluster Select the agent cluster that will manage this source.
Only the clusters that support the selected source are shown.
Click NEXT.
-
Complete the Connection options for the source.
Option Description Host Type the FQDN or IP address of the host of the database that contains the data you want to process.
Port Type the port number used for communication. Database Name Type the name of the desired database. Username Type the user name for the database administrator user.
Password Type the password for the defined user.
Click NEXT.
-
Complete the Security options to define whether you want to limit access to the source to specific users and groups.
CAUTION: If limiting access to a source and an underlying dataset, users without access will not be able to view workspaces that include the dataset or view individual items that originated from the dataset.
Option Description Grant access to all users Select to not limit access to this source (default). Specify the users and groups that will have access
Select to limit access to the source to only the defined users and groups. List of Users/Groups Define the users and groups that will have access to items originating from this source.
-
In the Enter name or email address box, begin typing a name or email address of a user. As you enter a string in the field, the interface displays names or email addresses matching the string.
-
Click Add to add the selected user or group to the source access list.
To remove a user or group from the source access, hover over the name in the User/Group column and then click the corresponding remove icon (
).
-
-
Click FINISH.
The new source is created.
NOTE: If security is based on selected users or groups, it may take up to five minutes for access to be granted to the individual users.
Inventory of the schemas and tables in the defined database begins.
Edit a source
Sources can be edited as needed. When editing a source, keep the following in mind.
-
If items exist in associated unstructured datasets with OCR enabled or if the structured source has been inventoried, you cannot change the agent cluster type from a cloud-based cluster to a non-cloud cluster, or from a non-cloud cluster to a cloud-based cluster.
-
If you change a path or any of the credentials, you are required to re-enter the password for the defined user.
-
If you change the Security permissions, it may take up to five minutes to take affect. Alternately, the user can update their roles and permissions more quickly by logging out of OpenText Core Data Discovery & Risk Insights and then logging back in.
NOTE: If an associated user is currently viewing a workspace affected by the change, the user must navigate away from and back to the workspace to view the change.
To edit a source
-
On the Manage Sources page, click the name of the source you want to edit.
TIP: You can also do one of the following:
-
Click or hover over the row for the desired source and then click the edit icon (
). -
Click the row for the desired source, click the open detail pane icon (
), and then click EDIT.
The Edit Source dialog opens.
-
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Make the necessary changes.
CAUTION: Do not change the source location on the Connection page—File System directory, SharePoint site URL, or Content Manager dataset, database Host—unless the host or path has actually changed. The host or path must have changed (or be changed) prior to updating the location for this source in OpenText Core Data Discovery & Risk Insights.
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Click FINISH.
The source information is edited.
For structured data sources, inventory begins if the connection information was edited.
Inventory a structured data source
The initial inventory of a structured data source is generated when the source is created and saved. The action of inventorying returns the available schemas, the number of tables, and row count. You can manually start an inventory of a structured source to retrieve updates from the source location.
To inventory a structured data source
On the Manage Sources page, click or hover over the row for the desired structured data source and then click the inventory icon ().
TIP: You can also click the row for the desired structured data source, click the open detail pane icon (), and then click INVENTORY.
The inventory action begins. When completed, create datasets for the structured data source.
Remove connection to a source
You can remove the connection to a source ("delete" the source) as needed. For unstructured data sources, there cannot be any datasets associated with the source; for structured data sources, there cannot be any datasets associated with the source and there cannot be an active inventory process for the source.
IMPORTANT: If you delete a structured data source, the associated inventory information is removed from OpenText Core Data Discovery & Risk Insights.
To delete the connection to a source
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On the Manage Sources page, click or hover over the row for the desired source. Icons display in the right column.
Click the delete icon (
). TIP: You can also click in the row for the desired source, open the detail pane (
) and then click DELETE. -
In the confirmation dialog, click YES to confirm the action.
The connection to the source is deleted.