Data Discovery & Risk Insights 26.3.0 Help Center

# Agent clusters

Agent clusters allow you to group agents to optimize performance. Clusters ensure that the processing work is spread across the associated worker agents in the most efficient manner.

When creating agent clusters, consider network-connected regions in your environment. You can then assign agents to clusters based on their availability to that network and the sources and datasets on which they work. If you want to delete an agent cluster, you must first reassign agents within the cluster to another cluster or revoke the agent (move to unassigned).

On the Agent Clusters page, you can filter the list of clusters by agent cluster name and by agent status. The agent status is represented by a colored circle icon.

Agent status icons in the agent cluster list

Agent status icon | Description
--- | ---
| The agent is idle.
| The agent's most recent processing activity completed successfully.
| The agent's most recent processing activity completed with warnings.
| The agent's most recent processing activity completed with errors.

Once created, you can open the agent cluster detail pane () to view the cluster details and to edit or delete the agent cluster.

OpenText Core Data Discovery & Risk Insights includes a cloud cluster that allows for processing of data from cloud based resources, such as Office 365 Exchange and SharePoint Online. The cloud cluster is not tracked or viewable on the Agents cluster page.

To create an agent cluster

1. From the primary navigation pane, click Agents > Agent clusters.

   The Agent Clusters page opens.

2. Click NEW AGENT CLUSTER.

   The New Agent Cluster dialog opens.

3. Complete the following basic options for the new agent cluster.

   Option | Description
   --- | ---
   Agent Cluster Name | Enter a unique name for the new agent cluster. Limits: Maximum 50 characters.
   Description | Enter a meaningful description for the new agent cluster. Limits: Maximum 250 characters.
   Enable OCR capabilities | Select whether to enable OCR (optical character recognition) for agents in this cluster. Click the toggle to select () or deselect () the option. When enabled (selected), OCR can be optionally performed against items originating from datasets assigned to this agent cluster. When not enabled (deselected), OCR cannot be performed against items originating from datasets assigned to this agent cluster. NOTE: Once the cluster is created, this option cannot be edited. TIP: OCR is an optional, add-on feature. At least one agent host in the cluster must configured for OCR. If more than one agent exists in the cluster, all agents must be enabled for OCR. For more information about OCR configuration using Media server, see Media Server connection.
   Enable Structured Data Manager capabilities | Select whether to enable structured data processing for agents in this cluster. Click the toggle to select () or deselect () the option. When enabled (selected), Structured Data Manager processing is enabled for datasets assigned to this agent cluster. When not enabled (deselected), the built-in structured data processor will process structured data datasets assigned to this agent cluster. NOTE: Once a source is assigned to this cluster, this option cannot be edited. TIP: If more than one agent exists in the cluster, all agent hosts in the cluster must be configured for Structured Data Manager processing. For more information about configurations needed for connecting to Structured Data Manager, see Structured data connection.

   Click NEXT.

4. On the Default Schedule page, define the default schedule and default blackout period for processing the datasets associated with this agent cluster.

   1. Review the default schedule for when the scans will run.

      To change the schedule, click the Change link in the Default schedule section and complete the default schedule options.

      Select the desired Frequency, complete the options for the selection, and then click SAVE.

      Frequency | Description | Options
      --- | --- | ---
      Hourly | The scan will start every day, once every n hours. | Select how many hours in between scans. Default: Run every 12 hours
      Daily | The scan will start on the selected days of the week, at the selected time. | Select one or more days of the week for scans to run. Select the desired Start time. Select the desired Time zone. Default: every day of the week at 00:00 in your local time zone
      Weekly | The scan will start once a week on the day selected, at the time selected. | Select the desired Start day of the week. Select the desired Start time. Select the desired Time zone. Default: Monday at 00:00 in your local time zone
      Monthly | The scan will start once a month on the selected day of the month, at the time selected NOTE: If selecting a date, you can only select days 1 through 28 of the month. | Select whether the scan starts on a specific date (On day <date>) or on the first, second, third, fourth, or last defined day of the week (On the <week order> <day of the week>). Select the desired Start time. Select the desired Time zone. Default: the 1st of each month at 00:00 in your local time zone
      Yearly | The scan will start once a year on the selected date, at the time selected. | Select whether the scan starts on a specific date of the selected month (On <month> <date>) or on the first, second, third, fourth, or last defined day of the week for the selected month (On the <week order> <day of the week> of <month>). Select the desired Start time. Select the desired Time zone. Default: January 1 at 00:00 in your local time zone

   2. Review the default blackout period for when the scans must not run.

      To cancel the existing blackout period, click Cancel in the Default blackout period section.

      To change the blackout period, click the Change link in the Default blackout period section and complete the default blackout period options.

      Select the desired Frequency, complete the options for the selection, and then click SAVE.

      Frequency | Description | Options
      --- | --- | ---
      Daily | The scan will not run on the selected days of the week, during the selected time frame. | Select one or more days of the week for the blackout period. Select the desired start (From) and end (To) times of the blackout period. Select the desired Time zone. Default: no blackout period
      Weekly | The scan will not run on the selected days during the selected time frames for each week. | Select the desired day of the week (From), Time, and Time zone to start the blackout period. Select the desired day of the week (To) and time to end the blackout period. Default: Monday from 09:00 on Monday to 17:00 on Friday in your local time zone
      Monthly | The scan will not run during a specific time frame of the month. This can be every month, or every <n> months. NOTE: If selecting a date, you can only select days 1 through 28 of the month. | Select the specific date [Day <date> every <frequency> month(s)] or on the first, second, third, fourth, or last defined day of the week [The <week order> <day of the week> every <frequency> month(s)] to start the blackout period. Select the Start time and Time zone for the beginning of the blackout period. Define the number of hours or days that the blackout period will last (Duration <number> <time period>). Maximum allowed duration is 7 days (168 hours) Default: the 1st of each month at 00:00 in your local time zone.
      Yearly | The scan will not run during a specific time frame, once a year. | Select the specific date of month (On <month> <date>) or on the first, second, third, fourth, or last defined day of the week for the selected month (On the <week order> <day of the week> of <month>). Select the Start time and Time zone for the beginning of the blackout period. Define the number of hours or days that the blackout period will last (Duration <number> <time period>). Default: December 25 of every year at 09:00 and continue for 2 days (through December 27 at 09:00)

5. Click FINISH.

   The new agent cluster is created and displays in the list of agent clusters.

To edit an agent cluster

1. On the Agent Clusters page, click the name of the agent cluster () you want to edit.

   TIP: You can also do one of the following:

   - Click or hover over the row for the desired agent cluster and then click the edit icon ().

   - Click the row for the desired agent cluster, click the open detail pane icon (), and then click EDIT.

   The Edit Agent Cluster dialog opens.

2. Make the desired changes.

3. Click FINISH.

   The agent cluster information is edited.

To delete an agent cluster

1. On the Agent Clusters page, click or hover over the row for the desired agent cluster (). Icons display in the right column.

   Click the delete icon (). If the delete icon is not present, agents are assigned to this cluster and the cluster cannot be deleted.

   TIP: You can also click the row for the desired cluster, click the open detail pane icon (), and then click DELETE.

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

   The agent cluster is deleted.

Once you have created agent clusters, you can then assign agents to those clusters. After an agent is initially created, the agent is listed in the Unassigned Agents grouping on the Agent Clusters page. This lets you quickly see what agents are not assigned to a cluster and take appropriate action. You can reassign agents to another cluster as needed, as well as revoke (unassign) an agent.

The status of an agent cluster reflects the status of the agents within the cluster. Expand the cluster to view the status of the individual agents. If an agent fails to connect to a source for a duration of five (5) minutes when attempting to perform a scan or action, an error for the associated agent will display for the assigned agent cluster, as well as on the Agent Activity page.

IMPORTANT: OpenText Core Data Discovery & Risk Insights supports sending data to a Google Drive target using a single processing agent.

If you will be sending data to a Google Drive target, create an agent cluster with a single processing agent. When you create Google Drive targets, you will select this agent cluster with the single agent.

Open the detail pane () to view additional information and to initiate actions.

- On the STATUS tab of the agent detail pane, view the details about the agent status, last activity type and initiation date, agent version, and the CPU usage, memory usage, and disk usage per drive. View the agent metrics related to processing.

  Click the buttons to reassign (includes revoke) or delete the agent or to collect and download the agent's log files.

- On the ACTIVITY tab of the agent detail pane, view the details of the last 10 activities performed, including the dataset against which the action taken, the action taken, the date the action was initiated, the action status, and the duration of the action. For activities against datasets associated with multiple accounts, the account related to the activity is also included. If more than 10 activities have been performed, click the MORE link to see the full list on the Agent Activity page.

  Click the buttons to reassign (includes revoke) or delete the agent.

To add an unassigned agent to an agent cluster

1. On the Agent Clusters page, expand the Unassigned Agents grouping.

2. Click or hover over the row for the desired unassigned agent (). Icons display in the right column.

   Click the assign icon () to open the list of available agent clusters.

   TIP: You can also click the row for the desired unassigned agent, click the open detail pane icon (), and then click ASSIGN.

3. In the list of agent clusters, click the desired cluster.

   The agent is assigned to the selected cluster.

To reassign an agent to a different agent cluster

NOTE: If the agent is actively processing, the edit options are not available.

1. On the Agent Clusters page, expand the agent cluster to which the desired agent is currently assigned.

2. Click or hover over the row for the desired agent (). Icons display in the right column.

   Click the reassign icon () to open the list of alternate agent clusters.

   TIP: You can also click the row for the desired agent, click the open detail pane icon (), and then click REASSIGN.

3. In the list of alternate agent clusters, click the desired cluster.

   The agent is reassigned to the selected cluster.

To remove an agent from an agent cluster

1. On the Agent Clusters page, expand the agent cluster to which the desired agent is currently assigned.

2. Click or hover over the row for the desired agent (). Icons display in the right column.

   Click the reassign icon () to open the list of alternate agent clusters.

   TIP: You can also click the row for the desired agent, click the open detail pane icon (), and then click REASSIGN.

3. In the list of alternate clusters, click Revoke Agent.

   TIP: Revoke Agent is the last item in the list of alternate clusters. If you have many clusters, you may need to scroll to this option.

   The agent is removed from the current cluster and is listed under Unassigned Agents in the agent cluster list. You can then reassign the agent as desired.

If you have agents that you no longer use, these agents should be uninstalled and unregistered from OpenText Core Data Discovery & Risk Insights. This ensures that the agent cannot mistakenly be used going forward. The delete action does not uninstall the agent itself; it only deletes the registration with OpenText Core Data Discovery & Risk Insights.

CAUTION: Uninstall the agent prior to deleting the registration through the UI. If the agent's registration is deleted but the agent itself is still running, the agent will automatically be re-registered.

To delete an agent's registration with OpenText Core Data Discovery & Risk Insights

1. On the Agent Clusters page, do one of the following:

   - For an unassigned agent, click or hover over the row for the desired agent (). Icons display in the right column.

   - For an agent that is assigned to a cluster, expand the agent cluster to which the desired agent is currently assigned.

     Click or hover over the row for the desired agent (). Icons display to the right of the agent status column.

2. Click the delete icon ().

   TIP: You can also click the row for the desired agent, click the open detail pane icon (), and then click DELETE.

   The agent is unregistered from OpenText Core Data Discovery & Risk Insights and no longer displays in the list of available agents.

## Agent log files

You can collect and then download log files for your individual hosted agents as needed. When you request a collection, the most recent agent log files are compiled and added a ZIP file. You can track the progress in the detail pane on the Agent Clusters page and on the Agent Activity page. If you request another collection, the previous ZIP file is replaced and the new ZIP is accessible in the UI.

To collect an agent's log files from the Connect UI

1. On the Agent Clusters page, click the row for the desired agent and then open the detail pane ().

2. On the Status tab of the detail pane, click LOGS, and then click Collect Logs.

   TIP: If the Collect Logs option is dimmed, you cannot collect the logs at this time. Another log collection for this agent is in progress.

   A confirmation message displays, confirming the request.

   The status of the collection request displays in the detail pane and on the Agent Activity page.

To download an agent's log files collected from the Connect UI

1. On the Agent Clusters page, click the row for the desired agent and then open the detail pane ().

2. On the STATUS tab of the detail pane, click LOGS, and then click Download Logs.

   TIP: If the Download Logs option is dimmed, you cannot download the logs at this time. The log collection for this agent is still in progress.

   The download displays as appropriate for the browser you are using.

While an agent log collection is in progress, you can cancel the collection request.

To cancel an in-progress agent log collection request

1. In the agent activity list, click or hover over the row for the desired agent activity and then click the associated cancel icon ().

   TIP: You can also click the row for the desired agent, click the open detail pane icon (), and then click CANCEL.

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

   The activity is canceled and the status updates when the cancellation is completed.

If needed, you can delete the last created ZIP file of the agent log file that is available in the UI.

To delete the last collected agent log file

1. On the Agent Clusters page, click the row for the desired agent and then open the detail pane ().

2. On the STATUS tab of the detail pane, click the delete icon () next to the timestamp for Logs Last Collected.

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

   The ZIP of the agent log file is deleted from the UI.

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Version 26.3.0 | Last updated July 2026
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