Overview

You can add a content scan using the Add scan button at the top of the Scans page. This opens the Scan Setup wizard. You will work your way through each step to configure the scan. This includes specifying the location you want to scan, selecting the templates you wish to use for the scan, and designating the schedule for the scan. The basic process for adding a scan is outlined below. Click the provided links to learn more about each step.

Adding a Scan

1. Click Add scan. The scan setup wizard displays.

2. The Data Sources step is where you select the data source that will be scanned.

3. The Scan Types step is where you select and configure the scan templates that the scan will use.

4. The Settings step is where you customize the scan by adding filters based on path, file type, file size, and other criteria.

5. The Action Flows step is where you add an action set to the scan.

6. The Actions Configuration step applies only when you add actions that require additional configuration (Apply Metadata, Archive, Assign Migration, Modify Permissions, Redaction, and Remove Permissions).

7. The Schedule step is where you add a schedule to the scan if you want the scan to run continuously on a set schedule.

8. The Review and Confirm step is the final step in the scan setup process. This is where you add a name to the scan and review the scan configuration to ensure you don’t want to make any additional edits.