Data Discovery & Risk Insights 26.3.0 Help Center

# Content Management connection

If you will be creating datasets that process Content Management data, review the following information before creating sources and datasets to be processed by OpenText Core Data Discovery & Risk Insights.

Requirements in Content Management

- To ensure appropriate presentation of items originating from Content Management, review the regions definition file, `LLFieldDefinitions.txt` file.

  The `TimeStamp` region `OTObjectUpdateTime` is enabled by default and not defined in the definition file, unless you have made an explicit change. If is present in the file, it must not be explicitly disabled with a `DROP` or `REMOVE` statement.

  NOTE: If yourContent Management environment includes old data sets and have not been re-indexed (by Content Management) since this region was introduced, that data may not be processed by OpenText Core Data Discovery & Risk Insights. To resolve this, re-index the old data in Content Management.

Requirements when defining sources and datasets in OpenText Core Data Discovery & Risk Insights

- You will define a user to access the Content Management sources. On the Connection page of the Source creation wizard, you must define a user that has the appropriate permissions to access and read from the selected data type and connection.

- When creating OpenText Core Data Discovery & Risk Insights sources, consider the following.

  - If assigned to a cloud agent cluster, you must define the Content Management host URL using a secure connection (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.

- When creating OpenText Core Data Discovery & Risk Insights datasets, consider the following.

  - You can create only one dataset per Content Management source.

  - SmartScan is not supported.

- Documents sent to Content Management destinations are saved to the Enterprise Workspace.

## Configure web proxy settings (optional)

The Content Management processor service controlled by the processing agent requires connectivity to the OpenText Core Data Discovery & Risk Insights cloud components, often located away from the local network where the agent host servers are located. Although direct connectivity is ideal, use of a web proxy may be required in some environments for the agent systems to reach the OpenText Core Data Discovery & Risk Insights cloud.

To configure the web proxy for the Content Management processor

1. On the machine hosting the OpenText Core Data Discovery & Risk Insights processing agent, log on to the agent administration UI.

   From the Start menu, click OpenText Core Data Discovery & Risk Insights Agent > Agent Admin.

2. In the navigation pane, click Advanced Settings.

3. In the Category list, click Content Management Processor.

4. Complete the following options.

   Option | Description
   --- | ---
   Proxy address URL | Type the URL of the web proxy.
   Proxy bypass list | Type a comma separated list of addresses that do not use the proxy server..
   Proxy Bypass on Local | Specify whether to bypass the proxy for local addresses. Select True to bypass for local addresses. Select False to not bypass for local addresses.
   Proxy Password | If the proxy requires authentication, type the password for the user account that will access the proxy server.
   Proxy Username | If the proxy requires authentication, type the username for the user account that will access the proxy server.

5. Click Save. You can close the agent administration UI.

Copyright 2019-2026 Open Text
Version 26.3.0 | Last updated July 2026
Connect
Marketplace
Learn
Support portal
Documentation
Contact
Submit or view service request