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Overview

The Locations page provides you an overview of the status of the data sources assigned in Discover. Every data source is made up of a platform, connection (account used to access the platform), and location (the target directory). This information is displayed in the corresponding column on this page. The last column identifies the information for the last Discover scan run on the data source.

Viewing Child Locations

Only primary locations display on this page. When assigning a location to the Discover scan, you have the option of making the location a mapped location. These locations do not scan at the primary (parent) level. Instead, a child location is created for each folder under this location, and the Discover scan scans the child locations. Mapped locations are identified by a folder icon in front of the location name. You can click the New Window icon to the right of the location name to view the child locations for the location. Refer to Child Locations to learn how to work with these locations.

Searching Data Sources

The Refine feature allows you to search the locations based on specific criteria. The search works as an “AND” statement when more than one option is applied. There are six search options available:

  • Path: Search for the location based on the exact path. This is the information displayed in the Location column. This is an exact search, so the text must enter the location exactly in order to return results.

  • Storage platform: Search for locations on a specific storage platform. You will select the platform from a list of storage platforms available to you.

  • Impersonation User: Search for the location based on the user being impersonated. Note that not all platforms support impersonation. This is an exact search, so the entry must match the user exactly.

  • Connection name: Search for a location based on the connection name. This is the first line of text that displays in the Connection column. This is an exact search, so the entry must match the connection name exactly.

  • Connection user: Search for the location based on the user account used to create the connection. This is the second line of text that displays in the Connection column. This is an exact search, so the entry must match the user exactly.

  • Is Mapped location?: Choose if you want to view only mapped locations. Mapped locations are the locations that have child locations. These locations are identified by the folder icon and contain the New Window icon in the Location column.

The Search field in the menu is used to filter the search options only; it does not perform a search on the text entered.

Scanning a Data Source

Use the Scan now button to scan a specific data source. The scan information will identify how long the scan has been running so you can monitor the progress. Once a scan is running, the button will become a Stop button. You can use this button to stop the scan as needed.

Scanning Multiple Data Sources

You can also start scans for all data sources or multiple data sources from this page. To scan all data sources, click the Scan all now button next to the search.

To scan specific data sources, select the box that displays when you hover on the data source row. As you select data sources, the label for the Scan all now button will change to reflect the number of selected data sources. Once you select all the data sources you want to scan, click the Scan # data sources button.

Mapping Locations

For mapped locations, there will be a Map now button in the Scan Status column. This button triggers a scan of the primary location that will create the child locations (locations for each folder under the primary location). No content is scanned for the primary mapped location. All content scans are done at the child location level.

Understanding the Scan Status

The Scan Status column displays when the last scan ran for each location. If a scan is in progress, this field will display a progress bar to indicate the scan progress. If scans are running for multiple locations, each location will display its own progress bar. The progress will update every minute until the scan is complete.

Some platforms report an accurate content estimate DryvIQ can use to calculate the scan progress. For these platforms, the scan progress will reflect the true percentage of the scan progress. These scan percentages are approximations and may fluctuate based on the information provided by the platform (where applicable) or the amount of content being scanned. For example, if DryvIQ determines an estimate is wrong, it will recalculate the progress, which may decrease the progress from its previous level. Progress will then begin to increase again as the scan continues.

While SharePoint Online does provide a count estimate DryvIQ leverages to determine the scan progress, this estimate is not accurate if there are subdirectories in the source path. In this instance, the scan progress may recalculate.

For platforms that don’t provide content estimates, DryvIQ will display the following percentages based on the scan phase currently being executed:

  • 20%: The scan is initializing and preparing to run.

  • 30%: The scan is determining changes to the content.

  • 40%: The scan is executing. This is when the scan is actively reading content and compiling the statistics for the reporting. During this phase, DryvIQ will update the number of files scanned, if any.

  • 80%: The scan is finalizing.

  • 100%: The scan is complete. The Scan status will display 100% for one minute after the scan completes. Then, the last scan date will display.

Removing a Data Source

You can remove a data source from Discover if you no longer want it to be evaluated. Click the ellipses () at the end of the row and click Remove data source from the menu that displays.

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Viewing Results

You can quickly view the results for any location. Click the ellipses () at the end of the row and click View Results from the menu that displays. You will be taken to the Results page, and the results will be filtered to display just the contents for the selected location.

Viewing Insights

You can quickly view the insights for any location. Note that the insights page that displays depends on the last insights you viewed, so you should go to the insights and select the the page first before coming here to select the location. Click the ellipses () at the end of the row and click View Insights from the menu that displays. You will be taken to the last insights page you viewed, and the results will be filtered to display the insights for the selected location.

Sorting the Grid

By default, the locations are listed in the order they were assigned to Discover. You can sort the locations based on any column in the grid. Clicking a column header will sort that column in ascending order. An up arrow will appear on the column to indicate the ascending sort order. Clicking the column header again will sort the column in descending order. A down arrow will appear on the column to indicate the descending sort order. Clicking the column header a third time will use the default sort order. The selected sort will persist until you change the sort order or select to sort a different column.

DryvIQ uses natural sorting. Learn more about how natural sorting works here.

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