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contentdiscoveryconfig [2018_09_22 00:29] – [Configuring the Organization] stevencontentdiscoveryconfig [2024_03_04 17:54] (current) – [Content Discovery Administration] steven
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 # Content Discovery Administration # Content Discovery Administration
 +
 +last updated on July 20, 2023
  
 This page describes the steps that are required to enable, set-up and manage [[contentdiscovery]] to detect information of interest within documents and other files. Troubleshooting, and a discussion of information security considerations is also included. This page describes the steps that are required to enable, set-up and manage [[contentdiscovery]] to detect information of interest within documents and other files. Troubleshooting, and a discussion of information security considerations is also included.
- 
-Applies to: 
- 
- * Enterprise File Fabric Appliance [some editions] (since [[cloudappliance/applupdatev1808|v1808]]) 
  
 See also: See also:
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  1. Choosing “User Packages” from the hamburger menu;  1. Choosing “User Packages” from the hamburger menu;
  2. Clicking on the pencil icon next to the package name to load the “User Packages :: Edit Package" page;  2. Clicking on the pencil icon next to the package name to load the “User Packages :: Edit Package" page;
- 3. Activating “Content Discovery” on the “Extra options (add-ons)” list (use the Ctrl key to avoid de-selecting previously selected options);+ 3. Activating “Content Detection” on the “Extra options (add-ons)” list (use the Ctrl key to avoid de-selecting previously selected options);
  4. Saving the change.  4. Saving the change.
  
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 #### 1. Enabling Content Discovery #### 1. Enabling Content Discovery
  
-Enable this feature under Policies > Content Discovery:+Enable this feature under Organization > Content Discovery:
  
 {{ :contentdiscoveryconfig:org_cd_on_-_off.png?400 |}} {{ :contentdiscoveryconfig:org_cd_on_-_off.png?400 |}}
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 {{ :contentdiscoveryconfig:edit_user_roles.png?direct&250 |}} {{ :contentdiscoveryconfig:edit_user_roles.png?direct&250 |}}
  
-Note that the “review Content Discovery” permission replaces the “PII” permission that available in v1803 of the File Fabric.+Note that the “review Content Discovery” permission replaces the “PII” permission that available in v1803 of Access Anywhere.
  
 ## Administration ## Administration
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 Filters of type RegEx can be created and edited by the org. admin.  The value of a RegEx filter is a regular expression in [[https://www.pcre.org/current/doc/html/pcre2syntax.html|PCRE syntax]]. Filters of type RegEx can be created and edited by the org. admin.  The value of a RegEx filter is a regular expression in [[https://www.pcre.org/current/doc/html/pcre2syntax.html|PCRE syntax]].
  
-The value of a built-in filter is the name of a small piece of content detection code that is provided with the File Fabric for use inside of filters.+The value of a built-in filter is the name of a small piece of content detection code that is provided with Access Anywhere for use inside of filters.
  
 To edit a filter, align the cursor with the name of the filter you wish to edit, and click on the arrow that appears to the right: To edit a filter, align the cursor with the name of the filter you wish to edit, and click on the arrow that appears to the right:
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 Unassigned detectors get assigned to a Default Category which would cause it to scan for these every time. Unassigned detectors get assigned to a Default Category which would cause it to scan for these every time.
 +
 +### Removing Categories
 +If a Content Discovery Category is in use then it cannot be deleted.  By "in use" we mean that there are files with values assigned to classifications within that Category.
 +
 +If a Content Discovery Category is not in use (no files have a value assigned to a classification within that Category) then the Category can be removed from the Content Discovery configuration, in which case the Category will no longer appear in the list of tags. (You may have to wait for cached information to be removed or log out and back in to see the change.)
 +
 +### Removing Detectors from Categories
 +If a Content Detector is in use within a Content Discovery Category then it cannot be removed from that Category. By "in use" we mean that there are files with values assigned to that Detector’s classification.
 +
 +If a Content Detector within a Content Discovery Category is not in use (no files have a value assigned to that Detector’s classification) then the Detector can be removed from the Content Discovery Category.
  
 #### Exporting Content Discovery Configuration #### Exporting Content Discovery Configuration
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 ### Shared Team Folders ### Shared Team Folders
  
-The File Fabric provides a feature to allow team members to have shared access to folders.  Whether or not a Shared Team Folder contained matching content files at the time that it was shared, if new files that file contain matching content are uploaded, or if existing files are updated to contain matching content then users with access to the folder will gain access to the matching content in the files.+The Access Anywhere provides a feature to allow team members to have shared access to folders.  Whether or not a Shared Team Folder contained matching content files at the time that it was shared, if new files that file contain matching content are uploaded, or if existing files are updated to contain matching content then users with access to the folder will gain access to the matching content in the files.
  
 ### File Sharing Links ### File Sharing Links
  
-The File Fabric provides an option which, if enabled, allows users to generate links for sharing files by download with external recipients.  Files containing matching content can be shared this way, allowing link recipients to gain access the matching content in the files.+The Access Anywhere provides an option which, if enabled, allows users to generate links for sharing files by download with external recipients.  Files containing matching content can be shared this way, allowing link recipients to gain access the matching content in the files.
  
 Depending on the settings that are in force when a file sharing link is created, a link may remain active for a long time.  These links point to the shared file by name; if the file is updated then a recipient who uses the link to download the file after it has been updated will get a copy of the updated file.  Whether or not the original file contained matching content, it is possible that the updated file will contain matching content.  In that case the recipient of the link will gain access to the matching content. Depending on the settings that are in force when a file sharing link is created, a link may remain active for a long time.  These links point to the shared file by name; if the file is updated then a recipient who uses the link to download the file after it has been updated will get a copy of the updated file.  Whether or not the original file contained matching content, it is possible that the updated file will contain matching content.  In that case the recipient of the link will gain access to the matching content.
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 ### Folder Sharing Links ### Folder Sharing Links
  
-The File Fabric also provides an option which, if enabled, allows users to generate links for sharing folders with external recipients. When a folder has been shared this way, the recipient of the link can download any of the files in the folder. If any of those files contain matching content then the recipient can gain access to the matching content by downloading those files.+The Access Anywhere also provides an option which, if enabled, allows users to generate links for sharing folders with external recipients. When a folder has been shared this way, the recipient of the link can download any of the files in the folder. If any of those files contain matching content then the recipient can gain access to the matching content by downloading those files.
  
 As with file sharing links, a folder sharing link may remain active for a long time.  Whether or not the folder contained files which contained matching content when the link was generated, It is possible that files with matching content will be added to the folder or files in the folder will be updated to include PII.  If matching content has been added to the folder contents while the link is still active then link recipients may gain access to the matching content by downloading the files that contain it. As with file sharing links, a folder sharing link may remain active for a long time.  Whether or not the folder contained files which contained matching content when the link was generated, It is possible that files with matching content will be added to the folder or files in the folder will be updated to include PII.  If matching content has been added to the folder contents while the link is still active then link recipients may gain access to the matching content by downloading the files that contain it.
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 If no files are being scanned, check the following: If no files are being scanned, check the following:
  
-  * Is content search enabled on the File fabric?+  * Is content search enabled on Access Anywhere?
   * Has Content Discovery been enabled in the package assigned to the Organization?   * Has Content Discovery been enabled in the package assigned to the Organization?
   * Is content search enabled on the provider(s) to which files are big uploaded?   * Is content search enabled on the provider(s) to which files are big uploaded?