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Overview

The Content Scans page provides an overview of the scans added to the DryvIQ Platform. The Scan name column displays the name assigned to the scan when it was created and lists the scan types selected. The Connection column identifies the platform, connection, and account used to access the platform. The Path column identifies the location selected for the scan (the target directory). The Status column indicates when the scan last ran.

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Viewing Secondary Scans

Only primary scans display on the Content Scans page. When adding a content scan, you can use a document set or make the location a mapped location. In both instances, all scanning occurs at the secondary scan level rather than at the primary scan level. The primary scan runs only to determine the secondary scans that need to be created. For mapped locations, a secondary scan is created for each folder that is one level under the path selected for the scan. For document sets, a secondary scan is created for each path saved in the document set.

Mapped locations are identified by a folder icon in front of the path and “Mapped location” under the path. Document sets will not have a connection listed and will have “Document set” as the path. You can click the New Window icon in the Path column for these scans to view the secondary scans. Refer to ”Secondary Scans” for more information.

Searching Scans

The Refine feature allows you to search the scans based on specific criteria. The search works as an “AND” statement when more than one option is applied. This is a case-sensitive search, so the search text must match the content precisely.

• Path: Search for a scan based on the exact path. This information is displayed in the Location column. This is an exact search, so you must enter the exact path to return results.

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

• Impersonation User: Search for a scan 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 scan based on the connection name, which is the first line of text displayed in the Connection column. This is an exact search, so the entry must match the connection name exactly.

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

• Scan Status: Search for a scan based on the scan status. If you apply a scan filter and scans within that status are missing, you may need to run the scans again. This is a known issue with how the scan execution status is calculated in the DryvIQ backend. The scan status options are:

  • Canceled: A user manually triggered and then manually stopped the scan.

  • Completed: The scan has run to its scheduled stop policy. (Stop policy configuration is only available through the REST API for content scans.) If you run a scan in “Completed” status, the stop policy will be reset.

  • Failed: The scan encountered a failure that caused it to stop processing.

  • Idle: The scan is not actively running. Scans are idle if they have never been run, require manual execution, or are scheduled but not yet in progress. The status will display “no scan” for scans that have not run yet.

  • Paused: The scan was triggered by a schedule but was stopped manually by a user.

  • Running: The scan is currently in progress.

  • Queued: A scan is triggered to run, but no runner is available, or the max concurrent job setting has been met.

  • Warning: The scan is complete but contains warnings or item failures.

• Scan Date: Search for a scan based on the date the scan last ran. Select the mode (between, on, after, or before) and the date you want to use.

• Has Executions?: View only scans that have been executed. Select True to view scans that had at least one scan executed. Select False to view scans that have not been executed yet.

• Has child scans?: View only scans that have secondary scans. These are scans for mapped locations and document sets. Select True to view just these scans. Select False to exclude these scans.

• Is a Document set?: View only scans for document sets. Select True to view just document set scans. Select False to exclude document set scans.

Manually Starting Scans

If you did not set a schedule for the scan when you created it, you must start it manually when you want it to run. Even if you've assigned a schedule to a scan, you can start it manually whenever you need it to run outside the scheduled time. You have the option of starting individual scans or selecting multiple scans.

Starting Individual Scans

Use the Scan button to start a scan manually. The scan information identifies the percentage of the scan that has been completed and how many files have been scanned so you can monitor the progress. Once a scan is running, the button will become a Pause button. You can use this button to stop the scan as needed.

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Starting Multiple Scans

You can also start multiple scans at once if needed. If scans are set to run on a schedule, manually starting them will override the schedule and start the scan. When the scan is complete, it will continue to run as scheduled.

1. Select the box that displays when you hover on the row.
   
   

2. As you select scans to start, the label for the Start scans button will change to reflect the number of selected scans. Once you finish making your selections, click the Start # scans button.
   
   

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3. You are prompted to confirm you want to start the selected number of scans. Click OK to continue (or Cancel to cancel the action).
   
   

4. DryvIQ begins starting the selected scans and displays the progress. Do not refresh the page or close the browser while the scans are starting, as this will interrupt the process and cause failures.
   
   

5. You will see a message indicating all the scans have started. Click Close to close the modal.
   
   

Understanding the Scan Progress

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 it 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 and before the last scan date displays.

For failed scans, you can click the View Activity log link to go to the Activity page to review the logged activity for the selected scan. If the scan is part of a mapped location or data set, the page displays activity for all secondary scans included in the mapped location or data set. A pill displays the scan ID for the selected scan or parent scan for your reference. You can use the Reset button to clear the selected scan and view all scan activity again as needed. The activity may help you understand what caused the scan to fail, so you can correct any issues that can be addressed before attempting to rerun the scan.

Viewing Insights

You can quickly view the insights for any location. Note that the insights page displayed depends on the last insights you viewed. This option is not available for the folder mapping scan since there is no information to view for these scans. Insights for mapped locations can be viewed by navigating to the Mapped Locations list and selecting the option to view insights for a specific scan.

1. Navigate to the insights page you want to view.

2. Next, navigate to the Content Scans page.

3. Click the ellipses (…) at the end of the row for the scan.

4. Click View Insights from the menu that displays.

5. You will be taken to the last insights page you viewed, and the charts will be filtered to display the insights for the selected location.

Duplicating a Scan

Duplicating a scan allows you to create a new scan based on the settings for an existing scan. This expedites creating scans that use the same settings but require different scan locations.

1. Click the ellipses (…) at the end of the row and click Duplicate Scan from the menu that displays.

2. The Scan Setup wizard will open and automatically populate with the settings from the duplicated scan.

3. You must select the data source you want to use for the scan and adjust any necessary settings.

Configuring Actions

If a scan contains actions that require location-specific configuration, you can use the Configure Actions option to edit the configuration for primary scans or configure actions for secondary scans. Refer to Configuring Actions for more information.

Renaming a Scan

You can edit the scan name assigned to a scan at any time. This enables you to ensure scans are named in a manner that helps identify the use case the scan is using.

1. Click the ellipses (…) at the end of the row.

2. Click Rename Scan from the menu that displays. This will open the Rename Scan modal.

3. Edit the scan name and click OK to save the changes.

Editing Scan Types

You can update the scan types assigned to the scan. This allows you to add, remove, or adjust the scan types as needed. Refer to “Scan Setup: Scan Types” for more information about customizing the individual scan types.

1. Click the ellipses (…) at the end of the row.

2. Click Edit Scan Types from the menu that displays.

3. This will open the Edit Scan Types modal. The options on this modal are the same options available when creating a content scan. Select the scan types you want to add and clear the ones you want to remove.
   
   

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4. Click Save to save the edits.

5. Once the edits are saved, the new scan types will be applied to the next scan. Scans will behave as follows based on the selected scan type:

   1. Location Scan: The scan only looks for new files. Existing content will not be rescanned or updated. Only newly identified items will be scanned using the updated scan types. You will need to reset the scan if you want to scan both existing and new content.

   2. Folder Mapping Scan: The scan will continue to create mapped location scans as needed. Existing items for scans will not be rescanned or updated. Only newly identified content will be scanned using the updated scan types. You will need to reset the scan if you want to scan both existing and new content.

   3. Document Set Scan: The scan will continue to create mapped location scans as needed. Existing items for scans will not be rescanned or updated. Only newly identified items will be scanned using the updated scan types. You will need to reset the scan if you want to scan both existing and new content.

Resetting a Scan

The Reset scan option determines if a reset is performed on the next scan. A reset only resets tracking data and allows files to be rescanned. It does not remove any content from the data catalog. You would reset a scan if you wanted to force DryvIQ to reevaluate content that has already been scanned because you have updated scan types and want to ensure all content is evaluated against the latest selections.

1. Click the ellipses (…) at the end of the row.

2. Click Reset scan from the menu that displays.

3. By default, the Run scan now option is selected. If you don’t want to run the scan immediately and prefer to start it manually later, clear this box. Otherwise, leave it selected.

4. Click Ok.

5. Scans will behave as follows based on the selected scan type:

   1. Location Scan: The reset forces a rescan of the entire location and publishes all entities to the data catalog again.

   2. Folder Mapping Scan: The reset will rescan the primary location to create secondary scans as needed. The secondary scans will be reset and rescanned so the new entities can be published for all items.

   3. Document Set Scan: The reset will rescan to create secondary scans as needed.

Managing Scan Schedules

You can update a scan schedule or add a schedule to a scan at any time.

1. Click the ellipses (…) at the end of the row.

2. Click Manage Schedule from the menu that displays.

3. This will open the Manage Schedule modal. The scheduling options here are the same as those available when adding a schedule during content scan creation. Refer to the “Scan Setup: Schedule” for more information.

Removing a Scan

You can remove a scan if you no longer want the corresponding location or document set to be evaluated.

1. Click the ellipses (…) at the end of the row.

2. Click Remove Scan from the menu that displays.

3. Click Yes when prompted to verify you want to remove the scan.

Sorting the Grid

By default, the scans are listed in the order they were created. 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 choose to sort a different column.