File Analysis Suite 3.7.0 Manage Help Center

# Data source templates

Data source templates let you create data sources based on common criteria. When you create a data source based on a data source template, the criteria defined in the template is prepopulated and can be edited for the new data source as needed.

Changes you make to the options in a data source template apply going forward and do not affect existing data sources based on the template. Data source templates that are associated with existing data sources can be deleted at any time.

To create a data source template

1. From the primary navigation panel, click Configuration () > Data Source Templates.

   The Data Source Template dialog opens.

2. Click NEW DATA SOURCE TEMPLATE.

   The New Data Source Template dialog opens.

3. Complete the General options for the new data source template.

   Option | Description
   --- | ---
   Name | Type a unique, meaningful name for the data source template. Limits: Maximum 50 characters.
   Description | Type a meaningful description for the data source template. Limits: Maximum 250 characters.

   Click NEXT.

4. Select the desired repositories for the new data source template.

   Use the filter criteria to filter the list of repositories and add them to the data source. From the list of repositories:

   - To add an individual repository to the data source, click the desired repository and then click the add icon (>).

   - To add all of the repositories in the repository list, click the add all icon (>>).

   - To remove an individual repository from the data source, click the desired repository in the right panel and then click the remove icon (<).

   - To remove all repositories from the data source, click the remove all icon (<<).

   Click NEXT.

5. Complete the Common Criteria options for the new data source template.

   Option | Description
   --- | ---
   Data Subject selection | Select one of the following: Match all data related to workspace data subjects. Matches any searchable workspace data subject. When data is processed, File Analysis Suite analyzes the data to associate with uniquely identifiable data subjects, such as senders and recipients of email. This makes it easier to find content by data subject when associating it with the workspace through the workspace data subjects list. All data including data with no data subject. All documents in the selected repository within the specified date range are added to the workspace, regardless of the data subject or the presence of a data subject.
   Data range | Specify a date range in one of the following manners: From and To. Define the start (From) and end (To) dates and times. The following criteria applies when defining start and end dates: Start date time only. When only the start date is defined, new documents are accepted as long as their start date is on or after the specified date. End date only. When only the end date is defined, new documents are accepted as long as their end date is on or before the specified date. No start or end dates. When no dates are defined, there is no filter applied to the data. The data source will include all current and future data.

   Click NEXT or FINISH as available.

6. If File System repositories were selected, complete the following options.

   Option | Description
   --- | ---
   Path(s) | Type the fully qualified path to the file system repository. Click ADD to add another path and then type the path to the additional repository.
   Selected extensions | Type the file extensions to include in the data source template. Press Enter on your keyboard to add the extension. Continue to add extensions as desired. NOTE: The field does not support the input of wildcard characters or regular expressions. Extensions should be formatted as contiguous characters having no spaces.

   Click NEXT or FINISH as available.

7. If Content Manager repositories were selected, complete the following options.

   Option | Description
   --- | ---
   Classifications | Type the name of the Content Manager classifications to be processed. As you type, suggestions display. Click the desired classification to add it to the list of classifications. If the desired classification does not display automatically, press Enter on your keyboard to commit the classification you entered. To remove a classification, click the associated X.
   Record Types | Type the record types (file extensions) to be processed. As you type, suggestions display. Click the desired record type to add it to the list of record types. If the desired record type does not display automatically, press Enter on your keyboard to commit the record type you entered. To remove a record type, click the associated X.

   Click NEXT or FINISH as available.

8. If SharePoint repositories were selected, complete the following option.

   Option | Description
   --- | ---
   Selected extensions | Type file extensions you want to explicitly include from this data source template. As you type, suggestions display. Click the desired extension to add it to the list of extensions. If the desired file extension does not display automatically, press Enter on your keyboard to commit the file extension you entered. To remove an extension, click the associated X.

   Click NEXT or FINISH as available.

9. When all repository type options have been completed, the new data source template is created.

   The new data source template can be selected when creating new data sources.

To edit a data source template

1. On the Data Source Templates page, click the name of the data source template () you want to edit.

   TIP: You can also click or hover over the row for the data source template and then click the edit icon ().

   The Edit Data Source Template dialog opens.

2. Make the desired changes and then click OK.

   The changes to the data source template are saved. Changes apply to data sources based on this template going forward and do not affect previously created data sources based on this template.

To delete a data source template

1. On the Data Source Templates page, click or hover over the row for the data source template () you want to delete.

   Action icons display in the right column.

2. Click the delete icon () associated with the desired data source template.

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

   The data source template is deleted.

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Version 3.7.0 | Last updated May 2022
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Product: File Analysis Suite 3.7.0

Topic Title: Data source templates

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