Data sources

A data source identifies one or more repositories and a set of working data that can be reviewed, culled, and potentially placed on hold and exported from File Analysis Suite. The purpose of the data source is to help focus the scope of data associated with a workbook within a workspace.

Except for data sources based on the Research repository type, data sources are created and managed in Manage. Data sources based on the Research repository type are created automatically when a workspace is created from a search results list from within Analyze. You can view the criteria for Research-created data sources in the Edit dialog.

Data sources are accessed from the workspace Overview page. From the Data Sources card on the Overview page, click either the card header or the MANAGE ALL DATA SOURCES link at the bottom of the card.

NOTE: You must have at least one existing repository to create data sources. For more information about creating repositories, see the Connect Help Center.

  • To filter the list of data sources by repository type, click All Repositories and then click the name of the desired repository from the list.

  • To filter the list of data sources by status, click, All data sources and then click Active or Inactive from the list.

  • To view all documents associated with a data source, click the data source name. The Content tab opens and displays the list of documents associated with the data source.

  • To view the details for a data source, click in the row for the desired data source and then click the open detail panel icon (). From the detail panel, you can:

    • Click VIEW CONTENTS to view the documents associated with the data source.

    • Click EDIT to update the general details of the data source.

    • Click DEACTIVATE to deactivate the data source. For more information , see Deactivate a data source.

    • View the number of metadata-only documents, analyzed documents, collected documents, the total number of documents on hold, and the number of documents sent to a target. Hover over the document count bar charts to view the total file size—item counts do not include the hover-over file size information because a data set may include both the parent and the child items and therefor skew the actual file size.

      Click the bar chart for the document set you want to view. The Content tab opens and displays the list of documents from the data source related to the selected data set.

    • Click RUN COLLECTION to collect documents from the data source. For more information, see Data collection.

When you create a data source in Manage, you can do so from scratch or from a template that you have already created. For more information about creating data source templates, see Data source templates.

You must create at least one data source within a workspace to bring documents into the workspace. Create multiple data sources to bring in data from various repositories and based on varying criteria.