Repository templates

Repository templates let you create repositories based on common criteria. A repository template must contain at least one repository attribute, custom grammar and entity, or have scheduling enabled. When you create a repository based on a template, the criteria defined in the template is pre-populated and can be edited for the new repository as needed.

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

  1. From the primary navigation panel, click Sources > Repository Templates.

    The Repository Templates page opens.

  2. Click NEW REPOSITORY TEMPLATE.

    The New Repository Template dialog opens.

  3. Complete the General options for the new repository template and then follow the dialog prompts for the remaining options.

    Option Description
    Repository template name

    Enter a meaningful, unique name for the repository template.

    Limits: Maximum 50 characters.
    Description

    (Optional) Enter a meaningful description of the repository.

    Limits: Maximum 250 characters.

    Click NEXT.

  4. Complete the Security options to define whether you want to limit access to repositories based on this template to specific users and groups.

    CAUTION: If limiting access to a source and an underlying repository, users without access will not be able to view workspaces with a data source that includes the repository or view individual items that originated in the repository.

    Option Description
    Inherit from Source Select to inherit repository access from the source. (default)
    Grant access to all users Select to not limit access to this repository.

    Specify the users and groups that will have access

    		 Select to limit access to the repository 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 repository.

    1. In the Enter name or email address box, begin typing a group name or 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.

    2. 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 (remove ion).

    Click NEXT.

  5. Select the Grammar Sets to include in the analysis of documents in this repository.

    1. In the Grammar Sets list, do one of the following:

      • Click the desired grammar set name.

      • Type the name of the desired grammar set. As you type, grammar set names that match your entry display. Click the desired grammar set name.

      The grammar set is added to the top of the field. To remove a grammar set, click the associated remove icon.

    2. Repeat as necessary to add more grammar sets.

    3. Click outside of the Grammar Sets field to view the grammar rules for the selected grammar sets.

    4. Click NEXT.

  6. Complete the Schedule options to define the schedule for processing repositories based on this template.

    NOTE: Schedule options to not apply to Exchange repositories. Exchange repositories based on this template will skip these options.

    Option Description
    Enable scheduling Specify whether to enable or disable scheduling. Click the toggle to select (Toggle select on) or deselect (Toggle select off) the option.

    • When enabled (selected), processing of this repository occurs as defined by the default schedule set by the associated agent cluster.

    • When not enabled (deselected), processing does not run on a schedule. You must manually start processing for this repository.
    Override default schedule

    Specify whether to override the default schedule defined by the associated agent cluster.

    • When enabled (selected), the selections you make in the schedule on this page override the default schedule defined by the associated agent cluster.

    • When not enabled (deselected), the default schedule for the associated agent cluster takes precedence.
    Only run during this time range

    Define the details for when the scan runs.

    • Select the days of the week that the scan will run.

    • Define the Daily Start Time (GMT) and Daily End Time (GMT) for the scan.

      The time defined is relative to server on which you will install the agent.

      At the End Time, any task currently running is stopped; items in mid-processing are allowed to complete.

    • Specify to Run once every day or Run continuously with delay interval.

      If running continuously with a delay interval, the task runs repeatedly during the defined days and times and pauses between runs for the defined interval (runs every n minutes.)

    Limits: This option does not show if you selected "Cloud Cluster" as the agent cluster.
    Blackout period (never run during this time range)

    (Optional) Define the details for when the scan must not run.

    • Select the days of the week that the scan will not run.

    • Define the Daily start time (GMT) and Daily end time (GMT) for the scan.

      The time defined is relative to the server on which you will install the agent.

    Click NEXT.

  7. Complete the Attributes options to associate the desired attributes and values with repositories based on this template. For more information about repository attributes, see Repository attributes.

    1. From the Select attribute list, do one of the following:

      • Select the desired attribute from the list.

      • To create a new attribute, click the New Attribute link in the list.

        In the New Attribute dialog, type a name for the new attribute and then click CREATE.

      The list of values for the selected attribute populate the value list.

      NOTE: Any attributes you create here are automatically saved even if you cancel out of creating the repository.

    2. From the Select value list, do one of the following:

      • Select the desired value from the list.

      • If the selected attribute does not currently have any values or to create a new value, click the Add Value link in the list

        In the New Value dialog, type a name for the new value and then click CREATE.

      NOTE: Any values you create here are automatically saved even if you cancel out of creating the repository.

    3. To add more attributes, click the add icon (add icon) and then select the desired attribute and corresponding value.

      Repeat until all desired attribute values are selected.

      To remove a selected attribute and value pair, click the associated remove icon (remove icon).

  8. Click FINISH.

    The new repository template is created and can be selected when creating a new repository.

  1. On the Repository Templates page, click the name of the repository template you want to edit.

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

    The Edit Repository Template dialog opens.

  2. Make the desired changes and then click FINISH.

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

  1. On the Repository Templates page, click or hover over the repository template you want to delete.

    Additional icons display in the right column.

  2. Click the delete icon (delete icon) associated wit the desired repository template.

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

    The repository template is deleted. Previously created repositories based on this template are not affected.