Create a New Sensitive Data Scan

To create a new Sensitive Data Scan:

1. In the top right of the screen, click Add Scan.

2. Fill in the Name and Description (optional).

3. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

4. Click Sensitive Data Scan.

5. On the Select a Playbook to apply to the scan screen, choose a Playbook for your scan.

a. Click a Playbook from the list to highlight it.

b. To search for a specific Playbook, type the name of the Playbook in the search box and the results are displayed below. Click the x to clear the search term.

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Select the target type to scan, choose a Target type. Expand a section for more information.

Create a Cloud Scan

1. Click theCloud tile.

2. On the Scan Configuration Which Cloud Source Would You like to Scan screen, click a cloud platform tile:

Dropbox

Google Drive

box

OneDrive for Business

amazon S3

3. On the Select the agent(s) to perform the scan screen, choose the agents you want to use:

a. To add an Agent to the Selected section, click a right arrow.

b. Hover over the information icon to determine the version of the Agent.

Note:Agent 13, Agent 13.1, Agent 13.2, and Legacy Agents cannot be combined. If you select more than one version of the agents, you will get an error message and be prompted to reselect your agents.

c. To remove an agent, click a left arrow.

d. To expand a section, click the carat icon.

4. On the Select Targets(s) to Scan screen:

a. Select one or more targets to scan:

1) To expand a section, click a caret.

2) To add a target, click a right arrow.

3) To remove a target from the Selected Targets section, click the left arrow.

Note: To create a new Target, see Working with Assets and Targets.

5. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

6. On the Select Which User Accounts Would You Like to Scan screen:

Note: Your cloud source brand will be reflected on this screen. However, the screen does not display for amazon S3 cloud services.

a. Search: To search for a User Account, type the name in the box and click the lens icon or click Enter on your keyboard.

b. Input the User Account to add and press Enter: Type the user account name and click Enter on your keyboard.

c. Upload Account List: To upload a list of accounts from your local computer, click the upload icon and locate the file on your local computer.

7. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

8. On the Select File Type Scan Options screen:

a. Select Files by Extension: Select one:

1) Common

2) All Filterable

3) Custom

i. In the File Extension List text area, type your custom file type list.

ii. Select Extension list is exclude list, if applicable.

4) All

5) Images (with OCR)

6) All but common binary

b. Use Advanced File Identification: Select one:

1) Disable

2) E-Mail Attachment Compressed Files

3) Included File Types

4) All Files

c. Analyze Files by: Select all applicable:

1) Analyze file content

2) Compare file hash

3) Analyze file name

4) Analyze file metadata

9. If applicable, click Advanced Options to add additional options or click Basic Options to return.

10. On the Select file type scan options - Advanced Options screen:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

1) Decomposition Mode: Select one:

Auto

Legacy

Standard

Fast

2) Deskew: Select if applicable.

3) Despeckle: Select if appliable.

g. Document Type: Select one:

Machine Text

Handwritten characters

Both Machine Text and Handwritten Characters

h. Scan Only This Page: Select one:

• Scan All Pages

• Scan Specified Page: Type the page number in the text box.

i. OCR PDF's:

1) Select one:

Text only

OCR when no text

OCR Always

2) Fax Correction: Select if applicable.

3) Invert: Select if applicable.

j. Recognition Mode:

1) Select one:

Favor Accuracy

Favor speed

2) Resolution Enhancement: Select if applicable.

3) Rotation: Select if applicable.

4) Unknown Character Replacement: Type replacement characters in the text box.

k. Additional Languages: Select all applicable:

1) Spanish

2) French

3) German

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select Advanced Options screen:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Select all that are applicable:

1) Prevent Suspension During Scan

2) Run Low I/O Priority

3) Run Low Process Priority

e. Number of Cores: Type the number of cores.

f. Sensitive Data Engine Results Display: Select all applicable:

1) Display Sensitive Data Definition Name

2) Display All Matching Result Types

g. Match Preview Length: Type the number in the box.

h. Preview Match Maximum Instances: Type the maximum number in the box.

i. Select all applicable:

1) Send Location Path

2) Send Match

j. Send Only Last Four Characters: Select one:

1) Disabled/Entire Match.

2) Last Four Only.

3) Last Four Only (and first six for CCNs).

Note: Send Match and Send Only Last Four Characters options only display if Sensitive Data Finder feature is disabled.

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select Discovery Team settings screen, fill in the following:

Note: This screen only displays when multiple On-Prem agents are selected.

a. Agent 13.0+: Ensure the following ports are open:

Port 5672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Port 15672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

c. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

d. Discovery Agent: Select an agent from the drop-down list.

Note: Distributed scans use the assigned discovery agent to conduct location discovery and provide a queue for all other agents to be assigned locations for scanning. While the Discovery Agent can be manually chosen, it is recommended that you use the preferred Discovery Agent.

e. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) Click Configure Agent IP's.

2) In the Add New IP Address box, type the new IP address and click the plus icon.

3) Hover over the new IP address more options menu and click Make Default.

4) Click Save to apply or Cancel to discard.

f. For Agent 13.0 and legacy Agents, fill in the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Select the scan schedule screen, choose when to run a scan.

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set a scan date, time, and recurrence. Fill in the following:

1) Click the date/time selector to set the scan date and time.

2) To set a scan year:

i. On the Set Date tab, click the year link in the upper left corner.

ii. Select a year from the list. You can scroll up and down to see additional available years.

3) To set a scan month and day:

i. Click a month.

ii. Click the day.

4) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

5) Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

17. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

18. On the Who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results
Send An Email Notification:

a. Select a user from the drop-down list

b. Type an email address in the text box and click Enter on your keyboard.

c. To add additional email addresses, click the plus icon and follow the above steps.

Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

19. On the Summary screen, review your content.

20. Use a pencil edit icon links to jump to a specific screen. For example: Scan Type.

21. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Create a Files & Folders Scan

1. Click the Files & Folder tile.

2. Click a Target type. Expand a section for details:

Local Target

1. On the Select the target(s) to scan screen:

a. To add a Target, click the right arrow.

b. To remove a Target, click the left arrow.

c. To expand a section, click the carat icon.

Note: Agent 13, Agent 13.1, Agent 13.2, and Legacy Agents cannot be combined. If you select more than one version of the targets, you will get an error message and be prompted to reselect your Targets.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Set Search Location Type screen, select one:

Full Computer Scan
Logged in User's Directory
Cloud Storage Folders
All Removable Drives
Custom Folder List

4. Expand a section for more information:

Create a new Full Computer, Logged in User's Directory, Or All Removable Drivers Scan

1. On the Select file type scan options screen, fill in the following:

a. Select files by Extension: Select one.

Common

All Filterable

Custom

In the File Extension List text area, type your custom file type list.

Select Extension list is exclude list, if applicable.

All

Images (with OCR)

All but common binary

b. Use Advance file identification: Select one.

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

c. Analyze Files by: Select all applicable.

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

2. If applicable, click Advanced Options to add additional options or click Basic Options to return.

3. On the Advanced Options screen, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

Decomposition Mode: Select one.

Auto

Legacy

Standard

Fast

Deskew: Select if applicable.

Despeckle: Select if applicable.

Document Type: Select one.

Machine Text

Handwritten characters

Both Machine Text and Handwritten Characters

Scan Only This Page: Select one.

Scan All Pages

Scan Specified Page: Type the page number in the text box.

g. OCR PDF's: Select one.

Text only

OCR when no text

OCR Always

h. Fax Correction: Select, if applicable.

i. Invert: Select, if applicable.

j. Recognition Mode: Select one.

Favor Accuracy

Favor speed

k. Resolution Enhancement: Select if applicable.

l. Rotation: Select if applicable.

m. Unknown Character Replacement: Type replacement characters in the text box.

n. Additional Languages: Select all applicable.

Spanish

French

German

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Scan email and compressed files screen, fill in the following:

a. Compressed Files: Select, if applicable.

b. Mbox: Select all applicable.

Search by extension: One extension per line. For example: .txt.

Search specific files/folders: Type one title per line. For example: my_folder.

c. Scan Microsoft Outlook: Select, if applicable.

d. Scan Windows Mail: Select, if applicable.

e. Thunderbird: Select, if applicable, then select one value.

Only use msf file (if msf does not exists, skip mail folder)

Try msf, if msf does not exists, directly read mbox file

Ignore msf and always read directly from mbox file

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Select Exchange / Outlook options screen, fill in the following:

a. Set Outlook Bitness: Select one.

Auto Detect

Force 32 bit

Force 64 bit

b. PST: Select all applicable.

Search detached

Skip PST on remote drive

Search detached Zimbra

c. Search Selected Outlook Folders: Select, if applicable.

d. Input Outlook Folder GUIDs: Type GUIDs, if applicable.

e. Exclude Exchange Public Folders: Select Yes or No.

f. Exclude IMAP Folders: Select Yes or No.

g. Search only Cached Exchange Stores: Select Yes or No.

8. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

9. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select, if applicable.

b. Memory Trigger Application: Use the numeric updown control to set the value.

c. Memory Trigger System Pagefile: Use the numeric updown control to set the value.

d. Prevent Suspension During Scan: Select, if applicable.

e. Run Low I/O Priority: Select, if applicable.

f. Run Low Process Priority: Select, if applicable.

g. Number of Cores: Use the numeric updown control to set the value.

h. Sensitive Data Engine Results Display: Select all applicable.

Display Sensitive Data Definition Name

Display all Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the value.

l. Preview Match Maximum Instances: Use the numeric updown control to set the value.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one.

Disabled/Entire match

Last four only

Last four only (and first six for CCNs)

Note: Send Only Last Four Characters option only displays if Sensitive Data Finder feature is disabled.

10. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

11. On the Select the scan schedule screen, select one.

No Scan Scheduled: No scan will run.
Start Scan: Set a scan date, time, and recurrence. Fill in the following:

a. Click the date/time selector to set the scan date and time.

b. To set a scan year:

1) On the Set Date tab, click the year link in the upper left corner.

2) Select a year from the list. You can scroll up and down to see additional available years.

c. To set a scan month and day:

1) Click a month.

2) Click the day.

d. To set a scan time, on the Set Time tab:

1) Click the digital hour display.

2) Use your pointer to click and drag the blue circle to the hour you want on the clock face.

3) Click the minute digital display.

4) Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

5) Click AM or PM.

6) Click OK to save or Clear to start over.

e. Recurrence: Set scan recurrence and expiration. Select one:

f. None: No recurrence of the scan.

g. Fill in the following.

1) Recur every: Select a value from the NumericUpDown controller.

2) Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

3) Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

12. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

13. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send An Email Notification: Select a user from the drop-down list.

1) Type an email address in the text box and click Enter on your keyboard.

2) To add additional email addresses, click the plus icon and follow the above steps.

14. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

15. On the Summary screen, review your content.

16. Use a pencil edit icon links to jump to a specific screen. For example: Scan Type.

17. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Custom Folder List

1. On the Add Custom Folders screen, fill in the following:

a. Include: Type the folder(s) to include, one per line.

b. Exclude: Type the folder(s) to exclude, one per line

c. Import Custom Folders: Upload a .csv file of custom folder types.

1) Click Import Custom Folders.

2) Locate the .csv folder on your local computer.

3) On the Import CSV pop-up window, select one:

Include
Exclude
By Flag (includes & excludes)

4) Click Import to import the file or Cancel to discard.

2. Click Advanced Options, if applicable, or click Basic Options to return to the previous screen.

3. On the Add Custom Folders - Advanced Options screen, fill in the following:

a. Select all applicable:

Scan Shadow Volumes

Follow Junctions

Only Scan Local Drives

Skip Offline Files

Allow Invalid File Systems

Allow Scan for Non-Admin Shares

Skip System Root

b. Use Share Paths in Connection: Select one.

Hostname Only

Hostname then Hostname/Sharename

Hostname/Sharename only

c. Authenticate Machines During Scan: Select, if applicable.

d. Enable Session Tracking: Select, if applicable, and use the numeric updown control to set values for the following:

Limit Concurrent Remote Scans

Remote Scan Time Out

e. Reset File Timestamps: Select all applicable.

Local

Remote

f. Access Bitness: Select one.

Auto Detect

Force 32 bit

Force 64 bit

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select file type scan options screen, fill in the following:

a. Select files by Extension: Select one.

Common

All Filterable

Custom

In the File Extension List text area, type your custom file type list.

Select Extension list is exclude list, if applicable.

All

Images (with OCR)

All but common binary

b. Use Advance file identification: Select one.

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

c. Analyze Files by: Select all applicable.

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. If applicable, click Advanced Options to add additional options or click Basic Options to return.

8. On the Advanced Options screen, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

Decomposition Mode: Select one.

Auto

Legacy

Standard

Fast

Deskew: Select if applicable.

Despeckle: Select if applicable.

Document Type: Select one.

Machine Text

Handwritten characters

Both Machine Text and Handwritten Characters

Scan Only This Page: Select one.

Scan All Pages

Scan Specified Page: Type the page number in the text box.

g. OCR PDF's: Select one.

Text only

OCR when no text

OCR Always

h. Fax Correction: Select, if applicable.

i. Invert: Select, if applicable.

j. Recognition Mode: Select one.

Favor Accuracy

Favor speed

k. Resolution Enhancement: Select if applicable.

l. Rotation: Select if applicable.

m. Unknown Character Replacement: Type replacement characters in the text box.

n. Additional Languages: Select all applicable.

Spanish

French

German

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Scan email and compressed files screen, fill in the following:

a. Compressed Files: Select, if applicable.

b. Mbox: Select all applicable.

Search by extension: One extension per line. For example: .txt.

Search specific files/folders: Type one title per line. For example: my_folder.

c. Scan Microsoft Outlook: Select, if applicable.

d. Scan Windows Mail: Select, if applicable.

e. Thunderbird: Select, if applicable, then select one value.

Only use msf file (if msf does not exists, skip mail folder)

Try msf, if msf does not exists, directly read mbox file

Ignore msf and always read directly from mbox file

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select Exchange / Outlook options screen, fill in the following:

f. Set Outlook Bitness: Select one.

Auto Detect

Force 32 bit

Force 64 bit

g. PST: Select all applicable.

Search detached

Skip PST on remote drive

Search detached Zimbra

h. Search Selected Outlook Folders: Select, if applicable.

i. Input Outlook Folder GUIDs: Type GUIDs, if applicable.

j. Exclude Exchange Public Folders: Select Yes or No.

k. Exclude IMAP Folders: Select Yes or No.

l. Search only Cached Exchange Stores: Select Yes or No.

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select, if applicable.

b. Memory Trigger Application: Use the numeric updown control to set the value.

c. Memory Trigger System Pagefile: Use the numeric updown control to set the value.

d. Prevent Suspension During Scan: Select, if applicable.

e. Run Low I/O Priority: Select, if applicable.

f. Run Low Process Priority: Select, if applicable.

g. Number of Cores: Use the numeric updown control to set the value.

h. Sensitive Data Engine Results Display: Select all applicable.

Display Sensitive Data Definition Name

Display all Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the value.

l. Preview Match Maximum Instances: Use the numeric updown control to set the value.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one.

Disabled/Entire match

Last four only

Last four only (and first six for CCNs)

Note: Send Only Last Four Characters option only displays if Sensitive Data Finder feature is disabled.

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Select the scan schedule screen, select one.

No Scan Scheduled: No scan will run.

Start Scan: Set a scan date, time, and recurrence. Fill in the following:

a. Click the date/time selector to set the scan date and time.

b. To set a scan year:

1) On the Set Date tab, click the year link in the upper left corner.

2) Select a year from the list. You can scroll up and down to see additional available years.

c. To set a scan month and day:

1) Click a month.

2) Click the day.

d. To set a scan time, on the Set Time tab:

1) Click the digital hour display.

2) Use your pointer to click and drag the blue circle to the hour you want on the clock face.

3) Click the minute digital display.

4) Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

5) Click AM or PM.

6) Click OK to save or Clear to start over.

e. Recurrence: Set scan recurrence and expiration. Select one:

f. None: No recurrence of the scan.

g. Fill in the following.

1) Recur every: Select a value from the NumericUpDown controller.

2) Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

3) Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

17. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

18. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send An Email Notification: Select a user from the drop-down list.

1) Type an email address in the text box and click Enter on your keyboard.

2) To add additional email addresses, click the plus icon and follow the above steps.

19. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

20. On the Summary screen, review your content.

21. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

22. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Cloud Storage Folders

1. On the Select a cloud storage folder to scan screen, select a cloud storage type to scan:

Dropbox
Google Drive
box
OneDrive for Business
amazon S3
Microsoft Azure Blob Storage

2. On the Select file type scan options screen, fill in the following:

a. Select files by Extension: Select one.

Common

All Filterable

Custom

In the File Extension List text area, type your custom file type list.

Select Extension list is exclude list, if applicable.

All

Images (with OCR)

All but common binary

b. Use Advance file identification: Select one.

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

c. Analyze Files by: Select all applicable.

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

3. If applicable, click Advanced Options to add additional options or click Basic Options to return.

4. On the Advanced Options screen, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

Decomposition Mode: Select one.

Auto

Legacy

Standard

Fast

Deskew: Select if applicable.

Despeckle: Select if applicable.

Document Type: Select one.

Machine Text

Handwritten characters

Both Machine Text and Handwritten Characters

Scan Only This Page: Select one.

Scan All Pages

Scan Specified Page: Type the page number in the text box.

g. OCR PDF's: Select one.

Text only

OCR when no text

OCR Always

h. Fax Correction: Select, if applicable.

i. Invert: Select, if applicable.

j. Recognition Mode: Select one.

Favor Accuracy

Favor speed

k. Resolution Enhancement: Select if applicable.

l. Rotation: Select if applicable.

m. Unknown Character Replacement: Type replacement characters in the text box.

n. Additional Languages: Select all applicable.

Spanish

French

German

5. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

6. On the Scan email and compressed files screen, fill in the following:

a. Compressed Files: Select, if applicable.

b. Mbox: Select all applicable.

Search by extension: One extension per line. For example: .txt.

Search specific files/folders: Type one title per line. For example: my_folder.

c. Scan Microsoft Outlook: Select, if applicable.

d. Scan Windows Mail: Select, if applicable.

e. Thunderbird: Select, if applicable, then select one value.

Only use msf file (if msf does not exists, skip mail folder)

Try msf, if msf does not exists, directly read mbox file

Ignore msf and always read directly from mbox file

7. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

8. On the Select Exchange / Outlook options screen, fill in the following:

f. Set Outlook Bitness: Select one.

Auto Detect

Force 32 bit

Force 64 bit

g. PST: Select all applicable.

Search detached

Skip PST on remote drive

Search detached Zimbra

h. Search Selected Outlook Folders: Select, if applicable.

i. Input Outlook Folder GUIDs: Type GUIDs, if applicable.

j. Exclude Exchange Public Folders: Select Yes or No.

k. Exclude IMAP Folders: Select Yes or No.

l. Search only Cached Exchange Stores: Select Yes or No.

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select, if applicable.

b. Memory Trigger Application: Use the numeric updown control to set the value.

c. Memory Trigger System Pagefile: Use the numeric updown control to set the value.

d. Prevent Suspension During Scan: Select, if applicable.

e. Run Low I/O Priority: Select, if applicable.

f. Run Low Process Priority: Select, if applicable.

g. Number of Cores: Use the numeric updown control to set the value.

h. Sensitive Data Engine Results Display: Select all applicable.

Display Sensitive Data Definition Name

Display all Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the value.

l. Preview Match Maximum Instances: Use the numeric updown control to set the value.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one.

Disabled/Entire match

Last four only

Last four only (and first six for CCNs)

Note: Send Only Last Four Characters option only displays if Sensitive Data Finder feature is disabled.

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select the scan schedule screen, select one.

No Scan Scheduled: No scan will run.

Start Scan: Set a scan date, time, and recurrence. Fill in the following:

a. Click the date/time selector to set the scan date and time.

b. To set a scan year:

1) On the Set Date tab, click the year link in the upper left corner.

2) Select a year from the list. You can scroll up and down to see additional available years.

c. To set a scan month and day:

1) Click a month.

2) Click the day.

d. To set a scan time, on the Set Time tab:

1) Click the digital hour display.

2) Use your pointer to click and drag the blue circle to the hour you want on the clock face.

3) Click the minute digital display.

4) Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

5) Click AM or PM.

6) Click OK to save or Clear to start over.

e. Recurrence: Set scan recurrence and expiration. Select one:

f. None: No recurrence of the scan.

g. Fill in the following.

1) Recur every: Select a value from the NumericUpDown controller.

2) Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

3) Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send An Email Notification: Select a user from the drop-down list.

1) Type an email address in the text box and click Enter on your keyboard.

2) To add additional email addresses, click the plus icon and follow the above steps.

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Summary screen, review your content.

17. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

18. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Remote Target

On the Select the agent(s) to perform the scan screen, choose the agents you want to use:

1. To add an Agent to the Selected section, click a right arrow.

Note: Agent 13, Agent 13.1, Agent 13.2, and Legacy Agents cannot be combined. If you select more than one version of the agents, you will get an error message and be prompted to reselect your agents.

2. To remove an agent, click a left arrow.

3. To expand a section, click the carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select Targets(s) to Scan screen:

a. Select one or more targets to scan:

1) To expand a section, click a caret.

2) To add a target, click a right arrow.

3) To remove a target from the Selected Targets section, click the left arrow.

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Select the search location type screen, choose one. Expand a section for more information:

Full Computer Scan

1. On the Select file type scan options screen, fill in the following:

a. Select files by Extension: Select one.

Common

All Filterable

Custom

In the File Extension List text area, type your custom file type list.

Select Extension list is exclude list, if applicable.

All

Images (with OCR)

All but common binary

b. Use Advance file identification: Select one.

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

c. Analyze Files by: Select all applicable.

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

2. If applicable, click Advanced Options to add additional options or click Basic Options to return.

3. On the Advanced Options screen, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

Decomposition Mode: Select one.

Auto

Legacy

Standard

Fast

Deskew: Select if applicable.

Despeckle: Select if applicable.

Document Type: Select one.

Machine Text

Handwritten characters

Both Machine Text and Handwritten Characters

Scan Only This Page: Select one.

Scan All Pages

Scan Specified Page: Type the page number in the text box.

g. OCR PDF's: Select one.

Text only

OCR when no text

OCR Always

h. Fax Correction: Select, if applicable.

i. Invert: Select, if applicable.

j. Recognition Mode: Select one.

Favor Accuracy

Favor speed

k. Resolution Enhancement: Select if applicable.

l. Rotation: Select if applicable.

m. Unknown Character Replacement: Type replacement characters in the text box.

n. Additional Languages: Select all applicable.

Spanish

French

German

4. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select, if applicable.

b. Memory Trigger Application: Use the numeric updown control to set the value.

c. Memory Trigger System Pagefile: Use the numeric updown control to set the value.

d. Prevent Suspension During Scan: Select, if applicable.

e. Run Low I/O Priority: Select, if applicable.

f. Run Low Process Priority: Select, if applicable.

g. Number of Cores: Use the numeric updown control to set the value.

h. Sensitive Data Engine Results Display: Select all applicable.

Display Sensitive Data Definition Name

Display all Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the value.

l. Preview Match Maximum Instances: Use the numeric updown control to set the value.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one.

Disabled/Entire match

Last four only

Last four only (and first six for CCNs)

Note: Send Only Last Four Characters option only displays if Sensitive Data Finder feature is disabled.

5. On the Select the scan schedule screen, select one.

No Scan Scheduled: No scan will run.
Start Scan: Set a scan date, time, and recurrence. Fill in the following:

a. Click the date/time selector to set the scan date and time.

b. To set a scan year:

1) On the Set Date tab, click the year link in the upper left corner.

2) Select a year from the list. You can scroll up and down to see additional available years.

c. To set a scan month and day:

1) Click a month.

2) Click the day.

d. To set a scan time, on the Set Time tab:

1) Click the digital hour display.

2) Use your pointer to click and drag the blue circle to the hour you want on the clock face.

3) Click the minute digital display.

4) Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

5) Click AM or PM.

6) Click OK to save or Clear to start over.

e. Recurrence: Set scan recurrence and expiration. Select one:

f. None: No recurrence of the scan.

g. Fill in the following.

1) Recur every: Select a value from the NumericUpDown controller.

2) Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

3) Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send An Email Notification: Select a user from the drop-down list.

1) Type an email address in the text box and click Enter on your keyboard.

2) To add additional email addresses, click the plus icon and follow the above steps.

8. On the Summary screen, review your content.

9. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

10. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Custom Folder List

1. On the Add Custom Folders screen, do any of the following:

a. To include files, type the name(s) of the folders, one title per line, in the Include box.

b. To exclude files, type the name(s) of the folders, one title per line, in the Exclude box.

c. To import a custom folder list .csv file, do the following:

1) Click Import Customer Folders.

2) The Import CSV pop-up window appears.

3) Select one:

• Include

• Exclude

• By Flag (includes & excludes)

4) Click the Select a csv file to import* box.

5) Locate the file on your local computer.

6) Click Import to import the file or Cancel to discard.

2. If applicable, click Advanced Options and fill in the following, or click Basic Options to return:

a. Select all applicable:

1) Scan Shadow Volumes

2) Follow Junctions

3) Only Scan Local Drives

4) Skip Offline Files

5) Allow Invalid File Systems

6) Allow Scan for Non-Admin Shares

7) Skip System Root

b. Use Share Paths in Connection: Select one:

1) Hostname only

2) Hostname then Hostname/Sharename

3) Hostname/Sharename only

c. Select all applicable:

1) Authenticate Machines During Scan

2) Enable Session Tracking: Use the NumericUpDown control to select the number of the following:

i. Limit Concurrent Remote Scans: The number of concurrent scans allowed.

ii. Remote Scan Timeout: Length of time before system times out.

d. Reset File Timestamps: Select all applicable:

1) Local

2) Remote

3) Retrieve file Access Control List (ACL)

e. Access Bitness: Select one:

• Auto Detect

• Force 32bit

• Force 64 bit

3. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

4. On the Set File Type Scan Options screen:

a. Select Files by Extension: Select one:

1) Common

2) All Filterable

3) Custom

i. In the File Extension List text area, type your custom file type list.

ii. Select Extension list is exclude list, if applicable.

4) All

5) Images (with OCR)

6) All but common binary

b. Use Advanced File Identification: Select one:

1) Disable

2) E-Mail Attachment Compressed Files

3) Included File Types

4) All Files

c. Analyze Files by: Select all applicable:

1) Analyze file content

2) Compare file hash

3) Analyze file name

4) Analyze file metadata

5. If applicable, click Advanced Options to add additional options or click Basic Options to return.

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Max File Size: Type the maximum file size. The value should be between 1-128. The default value is 32.

e. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

f. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

g. OCR :

1) Decomposition Mode: Select one:

• Auto

• Legacy

• Standard

• Fast

2) Deskew: Select if applicable.

3) Despeckle: Select if appliable.

h. Document Type: Select one:

• Machine Text

• Handwritten characters

• Both Machine Text and Handwritten Characters

i. Scan Only This Page: Select one:

• Scan All Pages

• Scan Specified Page: Type the page number in the text box.

j. OCR PDF's:

1) Select one:

• Text only

• OCR when no text

• OCR Always

2) Fax Correction: Select if applicable.

3) Invert: Select if applicable.

k. Recognition Mode:

1) Select one:

• Favor Accuracy

• Favor speed

2) Resolution Enhancement: Select if applicable.

3) Rotation: Select if applicable.

4) Unknown Character Replacement: Type replacement characters in the text box.

l. Additional Languages: Select all applicable:

1) Spanish

2) French

3) German

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Select all that are applicable:

1) Prevent Suspension During Scan

2) Run Low I/O Priority

3) Run Low Process Priority

e. Number of Cores: Type the number of cores.

f. Sensitive Data Engine Results Display: Select all applicable:

1) Display Sensitive Data Definition Name

2) Display All Matching Result Types

g. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

h. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

i. Match Preview Length: Type the number in the box.

j. Preview Match Maximum Instances: Type the maximum number in the box.

k. Select all applicable:

1) Send Location Path

2) Send Match

l. Send Only Last Four Characters: Select one:

1) Disabled/Entire Match.

2) Last Four Only.

3) Last Four Only (and first six for CCNs)

Note: Send Match and Send Only Last Four Characters options only displays if Sensitive Data Finder feature is disabled.

8. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

9. On the Select Discovery Team settings screen, fill in the following:

Note: The screen only displays when On-Prem agent is selected.

a. Agent 13.0+: Ensure the following ports are open:

Port 5672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Port 15672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

c. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

d. Discovery Agent: Select an agent from the drop-down list.

e. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) Click Configure Agent IP's.

2) In the Add New IP Address box, type the new IP address and click the plus icon.

3) Hover over the new IP address more options menu and click Make Default.

4) Click Save to apply or Cancel to discard.

f. For Agent 13.0 and legacy Agents, choose from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

10. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

11. On the Establish Your Scan Schedule screen, select one:

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

12. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

13. On the Select who should receive notification of scan completion screen, fill in the following:

a. I'll Manually Check My Scans Results

b. Send a Notification:

1) Type an email address in the text box and click the plus icon or Enter on your keyboard.

2) Click the plus icon to add additional email addresses.

3) Click the x to remove an email address.

14. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

15. On the Summary screen, review your content.

16. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

17. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Create an Email Scan

1. Click the Email tile.

2. Select an email service provider:

Expand a section for more information:

Exchange

1. On the Select Agent(s) to Perform the Scan screen, select one or more On-Prem Agents:

a. To add an Agent, click the right arrow.

b. To remove an Agent, click the left arrow.

c. To expand a section, click the carat icon.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Select the target(s) to scan screen, do any of the following:

a. To add a Target, click the right arrow.

b. To remove a Target, click the left arrow.

c. To expand a section, click the carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Scan servers by account list screen, select all applicable:

Scan Attachments

Scan All Mailboxes

Include Dumpster

Include Online Archive

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. On the Set File Type Scan Options screen, fill in the following:

a. Select Files by Extension: Select one:

4) Common

5) All Filterable

6) Custom

i. In the File Extension List text area, type your custom file type list.

ii. Select Extension list is exclude list, if applicable.

7) All

8) Images (with OCR)

9) All but common binary

b. Use Advanced File Identification: Select one:

1) Disable

2) E-Mail Attachment Compressed Files

3) Included File Types

4) All Files

c. Analyze Files by: Select all applicable:

1) Analyze file content

2) Compare file hash

3) Analyze file name

4) Analyze file metadata

8. If applicable, click Advanced Options to add additional options or click Basic Options to return.

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Max File Size: Type the maximum file size. The value should be between 1-128. The default value is 32.

e. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

f. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

g. OCR :

1) Decomposition Mode: Select one:

• Auto

• Legacy

• Standard

• Fast

2) Deskew: Select if applicable.

3) Despeckle: Select if appliable.

h. Document Type: Select one:

• Machine Text

• Handwritten characters

• Both Machine Text and Handwritten Characters

i. Scan Only This Page: Select one:

• Scan All Pages

• Scan Specified Page: Type the page number in the text box.

j. OCR PDF's:

1) Select one:

• Text only

• OCR when no text

• OCR Always

2) Fax Correction: Select if applicable.

3) Invert: Select if applicable.

k. Recognition Mode:

1) Select one:

• Favor Accuracy

• Favor speed

2) Resolution Enhancement: Select if applicable.

3) Rotation: Select if applicable.

4) Unknown Character Replacement: Type replacement characters in the text box.

l. Additional Languages: Select all applicable:

1) Spanish

2) French

3) German

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Select Exchange / Outlook options screen:

a. Set Outlook Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

b. PST : Select all applicable:

1) Search detached

2) Skip PST on remote drive

3) Search detached Zimbra

c. Search Select Outlook Folders:

1) Select if applicable

2) Type the Outlook folder GUIDs in the text area below.

d. Exclude Exchange Public Folders: Select one:

1) Yes

2) No

e. Exclude IMAP Folders: Select one:

1) Yes

2) No

f. Search only Cached Exchange Stores: Select one:

1) Yes

2) No

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select advanced options screen:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Select all that are applicable:

1) Prevent Suspension During Scan

2) Run Low I/O Priority

3) Run Low Process Priority

e. Number of Cores: Type the number of cores.

f. Sensitive Data Engine Results Display: Select all applicable:

1) Display Sensitive Data Definition Name

2) Display All Matching Result Types

g. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

h. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

i. Match Preview Length: Type the number in the box.

j. Preview Match Maximum Instances: Type the maximum number in the box.

k. Select all applicable:

1) Send Location Path

2) Send Match

l. Send Only Last Four Characters: Select one:

1) Disabled/Entire Match.

2) Last Four Only.

3) Last Four Only (and first six for CCNs).

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select Discovery Team settings screen, fill in the following:

Note: The screen only displays when multiple On-prem agents are selected.

a. Agent 13.0+: Ensure the following ports are open:

Port 5672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Port 15672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

c. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

d. Discovery Agent: Select an agent from the drop-down list.

e. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

Click Configure Agent IP's.

In the Add New IP Address box, type the new IP address and click the plus icon.

Hover over the new IP address more options menu and click Make Default.

Click Save to apply or Cancel to discard.

f. For Agent 13.0 and legacy Agents, choose from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Select the scan schedule screen select one:

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time:

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

17. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

18. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send a Notification:

1) Type an email address in the text box and click the plus icon or Enter on your keyboard.

2) Click the plus icon to add additional email addresses.

3) Click the x to remove an email address.

19. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

20. On the Summary screen, review your content.

21. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

22. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Exchange Online

On the Select the agent(s) to perform the scan screen, choose one the Agents you want to use:

a. To add an Agent to the Selected section, click a right arrow.

b. To remove an Agent, click a left arrow.

c. To expand a section, click the carat icon.

23. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

24. On the Select the target(s) to scan screen:

a. To add Target(s), click a right arrow.

b. To remove a Target, click a left arrow.

c. To expand a section, click a carat icon.

25. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

26. On the Select accounts to scan screen, do the following:

a. Select Scan Attachments, if applicable.

b. Add user accounts by doing one of the following:

Type the user account name in the box and click Enter on your keyboard.

Search for the user account name.

Note: If you do not specify user accounts, by default, all user accounts are scanned.

c. To upload multiple accounts:

1) Click Upload Account List.

2) Locate and select the .csv file with the accounts on your local computer.

3) The user accounts will be displayed in the Target box.

27. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

28. On the Select File Type Scan Options screen, click the option type button:

Advanced Options

Basic Options (default)

a. Basic Options:

1) In the Select Files by Extension section, select one:

Common

All Filterable

Custom

All

Images (with OCR)

All but common binary

2) In the File Extension List box, type all file extensions.

3) To make the list an exclude list, select Extension list is exclude list.

4) In the User Advanced file identification section, select one:

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

5) In the Analyze Files by section, select all applicable values:

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

b. Advanced Options:

1) Skip file identified as text free binary: Select, if applicable.

2) Disable max file size for Access Database files: Select, if applicable.

3) Set Max Memory File Size: Type the maximum memory file size.

a. Max File Size: Type the maximum file size. The value should be between 1-128. The default value is 32.

4) Enable Max Compressed File Size: Select, if applicable.

5) Enable Scan Byte Limit: Select, if applicable and type byte limit in text box.

6) In the Decomposition Mode section, select one:

Auto

Legacy

Standard

Fast

7) Deskew: Select, if applicable.

8) Despeckle: Select, if applicable.

9) In the Document Type section, select one:

Machine Text

Handwritten Characters

Both Machine Text and Handwritten Characters

10) In the Scan Only This Page section, select one:

Scan All Pages

Scan Specified Page

11) In the OCR PDF's section, select one:

Text Only

OCR when no text

OCR Always

12) Fax Correction: Select, if applicable.

13) Invert: Select, if applicable.

14) In the Recognition Mode section, select one:

Favor accuracy

Favor speed

15) Resolution Enhancement: Select, if appliacable.

16) Rotation: Select, if applicable.

17) In the Unknown Character Replacement box, type the character to use for unknown characters.

18) Additional Languages: Select all applicable.

Spanish

French

German

29. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

30. On the select Advanced Options screen, fill in the following:

a. Allow Mismatched Bookends: Select, if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the pagefile value.

d. Prevent Suspension During Scan: Select, if applicable.

e. Run Low I/O Priority: Select, if applicable.

f. Run Low Process Priority: Select, if applicable.

g. Number of Cores: Type the number cores you are using.

h. Preview Match Maximum Instances: Type the maximum number of preview instances.

i. In the Send Only Last Four Characters section, select one:

Disabled/Entire match

Last four only

Last four only (and first size for CCNs)

31. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

32. On the Select Discovery Team settings screen, fill in the following:

Note: The screen only displays when multiple On-Prem agents are selected.

a. Agent 13.0+: Ensure the following ports are open:

Port 5672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Port 15672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

c. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

d. Discovery Agent: Select an agent from the drop-down list.

e. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) In the Add New IP Address box, type the new IP address and click the plus icon.

2) Hover over the new IP address more options menu and click Make Default.

3) Click Save to apply or Cancel to discard.

Agent 13.0 and legacy Agents: Select from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

33. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

34. On the Select the scan schedule screen, fill in the following:

f. No Scan Scheduled: No scan will run.

g. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

h. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

35. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

36. On the Who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results
Send An Email Notification:

a. Select a user from the drop-down list

b. Type an email address in the text box and click Enter on your keyboard.

c. To add additional email addresses, click the plus icon and follow the above steps.

37. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

38. On the Summary screen, review your content:

39. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

40. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Gmail

1. On the Select the agent(s) to perform the scan screen, choose the Agents you want to use:

a. To add an Agent to the Selected section, click a right arrow.

b. To remove an On-Prem agent, click a left arrow.

c. To expand a section, click the carat icon.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Select the target(s) to scan screen:

a. To add Target(s), click a right arrow.

b. To remove a Target, click a left arrow.

c. To expand a section, click a carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select accounts to scan screen, do the following:

a. Select Scan Attachments, if applicable.

b. Add user accounts by doing one of the following:

Type the user account name in the box and click Enter on your keyboard.

Search for the user account name.

c. To upload multiple accounts:

1) Click Upload Account List.

2) Locate and select the .csv file with the accounts on your local computer.

3) The user accounts will be displayed in the Target box.

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. If applicable, click Advanced Options to add additional options or click Basic Options to return.

8. On the Select file type scan options screen, fill in the following:

a. In the Select Files by Extension section, select one:

Common

All Filterable

Custom

All

Images (with OCR)

All but common binary

b. In the File Extension List box, type all file extensions.

c. To make the list an exclude list, select Extension list is exclude list.

d. In the User Advanced file identification section, select one:

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

e. In the Analyze Files by section, select all applicable values:

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

f. On the Advanced Options screen, fill in the following:

1) Skip file identified as text free binary: Select, if applicable.

2) Disable max file size for Access Database files: Select, if applicable.

3) Set Max Memory File Size: Type the maximum memory file size.

4) Enable Max Compressed File Size: Select, if applicable.

5) Enable Scan Byte Limit: Select, if applicable and type byte limit in text box.

6) In the Decomposition Mode section, select one:

Auto

Legacy

Standard

Fast

7) Deskew: Select, if applicable.

8) Despeckle: Select, if applicable.

9) In the Document Type section, select one:

Machine Text

Handwritten Characters

Both Machine Text and Handwritten Characters

10) In the Scan Only This Page section, select one:

Scan All Pages

Scan Specified Page

11) In the OCR PDF's section, select one:

Text Only

OCR when no text

OCR Always

12) Fax Correction: Select, if applicable.

13) Invert: Select, if applicable.

14) In the Recognition Mode section, select one:

Favor accuracy

Favor speed

15) Resolution Enhancement: Select, if appliacable.

16) Rotation: Select, if applicable.

17) In the Unknown Character Replacement box, type the character to use for unknown characters.

18) Additional Languages: Select all applicable.

Spanish

French

German

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Select advanced options screen:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Select all that are applicable:

1) Prevent Suspension During Scan

2) Run Low I/O Priority

3) Run Low Process Priority

e. Number of Cores: Type the number of cores.

f. Sensitive Data Engine Results Display: Select all applicable:

1) Display Sensitive Data Definition Name

2) Display All Matching Result Types

g. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

h. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

i. Match Preview Length: Type the number in the box.

j. Preview Match Maximum Instances: Type the maximum number in the box.

k. Select all applicable:

1) Send Location Path

2) Send Match

l. Send Only Last Four Characters: Select one:

1) Disabled/Entire Match.

2) Last Four Only.

3) Last Four Only (and first six for CCNs).

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select Discovery Team settings screen, based on your Agent version,fill in the following:

Note: The screen only displays when multiple On-Prem agents are selected.

a. Agent 13.0+: Ensure the following ports are open:

Port 5672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Port 15672: Use the following settings:
- Open for Inbound TCP communication on the Discovery Agent
- Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

c. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

d. Discovery Agent: Select an agent from the drop-down list.

a. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) In the Add New IP Address box, type the new IP address and click the plus icon.

2) Hover over the new IP address more options menu and click Make Default.

3) Click Save to apply or Cancel to discard.

a. Agent 13.0 and legacy Agents: Select from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select the scan schedule screen select one:

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time:

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Who should receive notification of scan completion screen, select one:

a. I'll Manually Check My Scans Results

b. Send a Notification:

1) Type an email address in the text box and click the plus icon or Enter on your keyboard.

2) Click the plus icon to add additional email addresses.

3) Click the x to remove an email address.

17. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

18. On the Summary screen, review your content.

19. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

20. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Create a Collaboration Tools Scan

1. Click the Collaboration Tools tile.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Select the collaboration tool to scan screen, select one:

SharePoint | SharePoint Online
Bitbucket

4. Expand a section for more information.

SharePoint | SharePoint Online

1. On the Select the agent(s) to perform the scan, fill in the following:

c. To add an agent to the Selected section, click a right arrow.

d. To remove an On-Prem agent, click a left arrow.

e. To expand a section, click a carat icon.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Select the target(s) to scan screen, fill in the following:

a. To add a Target, click a right arrow.

b. To remove a Target, click a left arrow.

c. To expand a section, click the carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select SharePoint options screen, select all applicable:

Documents/Files

Tasks

Calendar

Contacts

Item

6. If applicable, click Advanced Options and fill in the following, or click Basic Options to return.

7. On the Select advanced SharePoint options, select all applicable:

SSL Settings:
- Ignore untrusted root
- Ignore invalid date
- Ignore mismatched CN
- Ignore incorrect usage
Subsite Search Depth: Use the numeric updown control to select the number of the search depth to set.

8. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

9. On the Select file type scan options - Advanced Options, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

a. Max File Size: Type the maximum file size. The value should be between 1-128. The default value is 32.

a. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

b. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

c. Decomposition Mode: Select one:

Auto

Legacy

Standard

Fast

d. Deskew: Select if applicable.

e. Despeckle: Select if appliable.

f. Document Type: Select one:

Machine Text

Handwritten character

Both Machine Text and Handwritten Characters

g. Scan Only This Page: Select one:

Scan All Pages

Scan Specified Page: Type the page number in the text box.

h. OCR PDF's: Select one:

Text only

OCR when no text

OCR Always

i. Fax Correction: Select if applicable.

j. Invert: Select if applicable.

k. Recognition Mode: Select one:

Favor Accuracy

Favor speed

l. Resolution Enhancement: Select if applicable.

m. Rotation: Select if applicable.

n. Unknown Character Replacement: Type replacement characters in the text box.

o. Additional Languages: Select all applicable:

Spanish

French

German

10. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

11. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Prevent Suspension During Scan: Select if applicable.

e. Run Low I/O Priority: Select if applicable.

f. Run Low Process Priority: Select if applicable.

g. Number of Cores: Use the numeric updown control to set the number of cores.

h. Sensitive Data Engine Results Display: Select all applicable:

Display Sensitive Data Definition Name

Display All Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the preview length.

l. Preview Match Maximum Instances: Use the numeric updown control to set the maximum number of instances.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one:

Disabled/Entire Match.

Last Four Only.

Last Four Only (and first six for CCNs).

12. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

13. On the Select Discovery Team settings screen, fill in the following:

Note: The screen only displays when multiple On-Prem agents are selected.

a. Agent 13.1 and above:

1) Scan Logging: Choose one:

Disabled
Standard Logging
Additional Logging
Comprehensive Logging
Full Logging

2) Discovery Agent: Select an agent from the drop-down list.

3) Configure Agent IPs: If your organization requires it, you can set a specific IP address.

Click Configure Agent IP's.
In the Add New IP Address box, type the new IP address and click the plus icon.
Hover over the new IP address more options menu and click Make Default.
Click Save to apply or Cancel to discard.

b. For Agent 13.0 and legacy Agents, select from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

14. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

15. On the Select the scan schedule screen, fill in the following:

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

16. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

17. On the Who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results
Send An Email Notification:

a. Select a user from the drop-down list

b. Type an email address in the text box and click Enter on your keyboard.

c. To add additional email addresses, click the plus icon and follow the above steps.

18. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

19. On the Summary screen, review your content.

20. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

21. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Bitbucket

1. On the Select the agent(s) to perform the scan screen, fill in the following:

a. To add an agent to the Selected section, click a right arrow.

b. To remove an On-Prem agent, click a left arrow.

c. To expand a section, click the carat icon.

2. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

3. On the Select the target(s) to scan screen, fill in the following:

a. To add a Target, click a right arrow.

b. To remove a Target, click a left arrow.

c. To expand a section, click the carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select file type scan options screen, fill in the following:

a. Select Files by Extension: Select one:

Common

All Filterable

Custom

In the File Extension List text area, type your custom file type list.

All

Images (with OCR)

All but common binary

b. Extension list is exclude list: Select, if applicable.

c. Use Advanced File Identification: Select one:

Disable

E-Mail Attachment Compressed Files

Included File Types

All Files

d. Analyze Files by: Select all applicable:

Analyze file content

Compare file hash

Analyze file name

Analyze file metadata

6. If applicable, click Advanced Options to add additional options or click Basic Options to return.

7. On the Select file type scan options - Advanced Options, fill in the following:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

a. Max File Size: Type the maximum file size. The value should be between 1-128. The default value is 32.

a. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

b. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

c. Decomposition Mode: Select one:

Auto

Legacy

Standard

Fast

d. Deskew: Select if applicable.

e. Despeckle: Select if appliable.

f. Document Type: Select one:

Machine Text

Handwritten character

Both Machine Text and Handwritten Characters

g. Scan Only This Page: Select one:

Scan All Pages

Scan Specified Page: Type the page number in the text box.

h. OCR PDF's: Select one:

Text only

OCR when no text

OCR Always

i. Fax Correction: Select if applicable.

j. Invert: Select if applicable.

k. Recognition Mode: Select one:

Favor Accuracy

Favor speed

l. Resolution Enhancement: Select if applicable.

m. Rotation: Select if applicable.

n. Unknown Character Replacement: Type replacement characters in the text box.

o. Additional Languages: Select all applicable:

Spanish

French

German

8. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

9. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Prevent Suspension During Scan: Select if applicable.

e. Run Low I/O Priority: Select if applicable.

f. Run Low Process Priority: Select if applicable.

g. Number of Cores: Use the numeric updown control to set the number of cores.

h. Sensitive Data Engine Results Display: Select all applicable:

Display Sensitive Data Definition Name

Display All Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the preview length.

l. Preview Match Maximum Instances: Use the numeric updown control to set the maximum number of instances.

a. Select all applicable:

1) Send Location Path

2) Send Match

a. Send Only Last Four Characters: Select one:

Disabled/Entire Match.

Last Four Only.

Last Four Only (and first six for CCNs).

10. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

11. On the Select Discovery Team settings screen, fill in the following:

Note: Discovery Team Settings only applies when multiple agents are assigned to a scan at runtime.

a. Agent 13.1 and above:

1) Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

2) Discovery Agent: Select an agent from the drop-down list.

3) Configure Agent IPs: If your organization requires it, you can set a specific IP address.

Click Configure Agent IP's.

In the Add New IP Address box, type the new IP address and click the plus icon.

Hover over the new IP address more options menu and click Make Default.

Click Save to apply or Cancel to discard.

b. Agent 13.0 and legacy Agents: Select from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

c. Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

12. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

13. On the Select the scan schedule screen, fill in the following:

d. No Scan Scheduled: No scan will run.

e. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

f. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

14. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

15. On the Select who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results
Send An Email Notification:

a. Select a user from the drop-down list

b. Type an email address in the text box and click Enter on your keyboard.

c. To add additional email addresses, click the plus icon and follow the above steps.

16. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

17. On the Summary screen, review your content.

18. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

19. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Create a Database Scan

Note: To establish the connection required to scan a database target, the relevant driver must be installed on the agent's host system

1. Click the Database tile.

2. Click a database type tile:

Oracle
SQL Server
Sybase
IBM DB2
Informix
InterBase
SQLBase
SAP SQL Anywhere

MySQL
SQLite
PostgreSQL
ODBC
OLEDB
mongoDB
Snowflake

3. On the Select the agent(s) to perform the scan screen, fill in the following:

a. To add an Agent, click a right arrow.

b. To remove an Agent, click a left arrow.

c. To expand a section, click the carat icon.

4. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

5. On the Select the target(s) to scan screen, fill in the following:

a. To add a Target, click a right arrow.

b. To remove a Target, click a left arrow.

c. To expand a section, click the carat icon.

6. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

7. Select SQL Advanced Options: Expand the applicable section:

SQL Advanced Options

Fill in the following:

Name

Description

Include Primary Key Data

Select one:

Do not include Primary Key Data
Include Primary Key Data

Set Non-Matching cells limit

Type the number of cells in the box.

Exclude Column Types

Select all applicable:

Exclude Integer Types
Exclude Double Types
Exclude DateTime Types
Exclude String Types
Exclude Blob Types
Exclude Cursor Types

Log Level

Select one:

Default logging
Additional Logging
Comprehensive Logging
Debug logging
Full logging

Row Count Start-Logging

Type the row count start-logging number.

Row Count Start

Type the row count start number.

Row Count Stop

Type the row count stop number.

Scan Column Names

Select one:

Require exact match
Allow partial match

Select to exclude columns:

Include/Exclude Columns

Type column names text box:

Type column names (one per line)
Empty=Include All

Scan Table Names

Select one:

Require exact match
Allow partial match

Select to exclude tables:

Include/Exclude Tables

Type column names text box:

Type column names (one per line)
Empty=Include All

Scan Table Types

Select all applicable:

Include tables
Include views

Database Preview Link

Type a number in the box.

Database Preview Max Match

Type a number in the box.

No SQL Advanced Options (mongoDB only)

Fill in the following:

Name

Description

Admin Databases

Select one:

Include Default Admin Databases
Exclude Default Admin Databases

File Attachment Min Size

Type the minimum attachment size required.

File Attachment Max Size

Type the maximum attachment allowed size.

Record Count Stop

Type the record number to stop the scan on.

Record Min Size

Type the minimum record size required.

Record Max Size

Type the maximum record size allowed.

Store Min Size

Type the minimum storage size required.

Store Max Size

Type the maximum storage size allowed.

Database Min Size

Type the minimum database size required.

Database Max Size

Type the maximum database size allowed.

Database Names

Select one:

Require exact match
Allow partial match

Select to exclude tables:

Include/Exclude Tables

Type column names text box:

Type column names (one per line)
Empty=Include All

Store Names

Select one:

Require exact match
Allow partial match

Select to exclude tables:

Include/Exclude Tables

Type column names text box:

Type column names (one per line)
Empty=Include All

Label Names

Select one:

Require exact match
Allow partial match

Select to exclude tables:

Include/Exclude Tables

Type column names text box:

Type column names (one per line)
Empty=Include All

8. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Prevent Suspension During Scan: Select if applicable.

e. Run Low I/O Priority: Select if applicable.

f. Run Low Process Priority: Select if applicable.

g. Number of Cores: Use the numeric updown control to set the number of cores.

h. Sensitive Data Engine Results Display: Select all applicable:

Display Sensitive Data Definition Name

Display All Matching Result Types

i. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

j. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

k. Match Preview Length: Use the numeric updown control to set the preview length.

l. Preview Match Maximum Instances: Use the numeric updown control to set the maximum number of instances.

m. Select all applicable:

1) Send Location Path

2) Send Match

n. Send Only Last Four Characters: Select one:

Disabled/Entire Match.

Last Four Only.

Last Four Only (and first six for CCNs).

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Select Discovery Team settings screen, fill in the following:

Note: Discovery Team Settings only applies when multiple agents are assigned to a scan at runtime.

a. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

c. Discovery Agent: Select an agent from the drop-down list.

d. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) Click Configure Agent IP's.

2) In the Add New IP Address box, type the new IP address and click the plus icon.

3) Hover over the new IP address more options menu and click Make Default.

4) Click Save to apply or Cancel to discard.

e. For Agent 13.0 and legacy Agents: Choose from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

11. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

12. On the Select the scan schedule screen, fill in the following:

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results: You must manually check for scan results.

Send An Email Notification: Add one or more email recipients the user list or manually add reciptions.

15. Send An Email Notification: Do any of the following:

Select a user from the drop-down list and click the plus symbol or Enter on your keyboard.

Type an email address in the text box and click the plus symbol or Enter on your keyboard.

To add additional email addresses, click the plus icon and follow the above steps.

16. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

17. On the Summary screen, review your content.

18. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

19. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

Create a Website Scan

1. Click the Website tile.

2. On the Select the agent(s) to perform the scan screen, fill in the following:

d. To add an Agent, click a right arrow.

e. To remove an Agent, click a left arrow.

f. To expand a section, click the carat icon.

3. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

4. On the Select the target(s) to scan screen:

g. To add a Target, click a right arrow.

h. To remove a Target, click a left arrow.

i. To expand a section, click the carat icon.

5. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

6. On the Scan Configuration Website Options screen:

j. Search linked webpage content: Select Yes or No.

k. Search file content: Select Yes or No.

7. Click Advanced Options if applicable or click Basic Options to return.

8. On the Scan Configuration Website Options - Advanced Options screen, fill in the following:

a. Exclude: To exclude websites, type the Website URL to exclude and click Enter on your keyboard.

b. Upload Exclude List: To upload a .csv file of websites to exclude, do the following:

1) Click the Exclude upload icon.

2) Locate and select the .csv file on your local computer.

3) The excluded list is displayed below.

4) To remove an excluded list, click the x next to an item.

c. Set Search Depth: Use the numeric updown control to set the search depth level.

d. Set User Agent String: Type the User Agent name in the text box.

e. Follow External Links: Select one.

Ignore external links

Search externally linked files but do not follow external page links

Follow external links

f. Restrict Selected URL: Select Yes or No.

9. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

10. On the Scan Configuration Set File Type Scan Options screen:

a. Select Files by Extension: Select one:

1) Common

2) All Filterable

3) Custom

i. In the File Extension List text area, type your custom file type list.

ii. Select Extension list is exclude list, if applicable.

4) All

5) Images (with OCR)

6) All but common binary

b. Use Advanced File Identification: Select one:

1) Disable

2) E-Mail Attachment Compressed Files

3) Included File Types

4) All Files

c. Analyze Files by: Select all applicable:

1) Analyze file content

2) Compare file hash

3) Analyze file name

4) Analyze file metadata

11. If applicable, click Advanced Options to add additional options or click Basic Options to return.

12. On the Scan Configuration Set File Type Scan Options - Advanced Options screen:

a. Skip files identified as text free binary: Select if applicable.

b. Disable max file size for Access Database files: Select if applicable.

c. Set Max Memory File Size: Type the maximum memory file size.

d. Enable Max Compressed File Size: Select if applicable and type the maximum compressed file size.

e. Enable Scan Byte Limit: Select if applicable and type the scan byte limit.

f. OCR :

1) Decomposition Mode: Select one:

• Auto

• Legacy

• Standard

• Fast

2) Deskew: Select if applicable.

3) Despeckle: Select if appliable.

g. Document Type: Select one:

• Machine Text

• Handwritten characters

• Both Machine Text and Handwritten Characters

h. Scan Only This Page: Select one:

• Scan All Pages

• Scan Specified Page: Type the page number in the text box.

i. OCR PDF's:

1) Select one:

• Text only

• OCR when no text

• OCR Always

2) Fax Correction: Select if applicable.

3) Invert: Select if applicable.

j. Recognition Mode:

1) Select one:

• Favor Accuracy

• Favor speed

2) Resolution Enhancement: Select if applicable.

3) Rotation: Select if applicable.

4) Unknown Character Replacement: Type replacement characters in the text box.

k. Additional Languages: Select all applicable:

1) Spanish

2) French

3) German

13. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

14. On the Select advanced options screen, fill in the following:

a. Allow Mismatched Bookends: Select if applicable.

b. Memory Trigger Application: Type the number to trigger the memory application.

c. Memory Trigger System Pagefile: Type the memory trigger number.

d. Select all that are applicable:

1) Prevent Suspension During Scan

2) Run Low I/O Priority

3) Run Low Process Priority

e. Number of Cores: Type the number of cores.

f. Sensitive Data Engine Results Display: Select all applicable:

1) Display Sensitive Data Definition Name

2) Display All Matching Result Types

g. Restore Original Modified Timestamp: Select all applicable:

1) Restore Classification Modified Timestamp

2) Restore Redact Modified Timestamp

h. Access Bitness: Select one:

1) Auto Detect

2) Force 32 bit

3) Force 64 bit

i. Match Preview Length: Type the number in the box.

j. Preview Match Maximum Instances: Type the maximum number in the box.

k. Select all applicable:

1) Send Location Path

2) Send Match

l. Send Only Last Four Characters: Select one:

1) Disabled/Entire Match.

2) Last Four Only.

3) Last Four Only (and first six for CCNs).

15. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

16. On the Select the scan schedule screen, fill in the following:

17. On the Select Discovery Team settings screen, fill in the following:

Note: The screen only displays when multiple On-Prem agents are selected.

a. Agent 13.2+: Ensure the following ports are open:

Ports 5671 & 5672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This communication is for reading and writing information to the message queue.

Ports 15671 & 15672: Use the following settings:

Open for Inbound TCP communication on the Discovery Agent

Open for Outbound TCP communication on ALL other agents involved in the same scan to the Discovery Agent.

NOTE: This is for the Message Queue Management Interface and API.

b. Scan Logging: Choose one:

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

c. Discovery Agent: Select an agent from the drop-down list.

d. Configure Agent IPs: If your organization requires it, you can set a specific IP address.

1) In the Add New IP Address box, type the new IP address and click the plus icon.

2) Hover over the new IP address more options menu and click Make Default.

3) Click Save to apply or Cancel to discard.

e. Agent 13.0 and legacy Agents: Choose from the following:

1) Cloud Storage Analysis Type:

Count by Bytes

Count by Items

Count by Users

2) Gmail Analysis Type:

Count by Bytes

Count by Items

Count by Users

3) Exchange Analysis Type:

Count by Bytes

Count by Items

Count by Users

4) SharePoint Analysis Type

Count by Bytes

Count by Items

5) File System Analysis Type

Count by Bytes

Count by Items

6) Scan Logging

Disabled

Standard Logging

Additional Logging

Comprehensive Logging

Full Logging

18. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

a. No Scan Scheduled: No scan will run.

b. Start Scan: Set scan date and time.

1) To set a scan year, use the date/time selector on the Set Date tab:

i. Click the year.

ii. Select a year from the drop-down list.

2) To set a scan month or day, on the Set Date tab:

i. Click the Date.

ii. Click a month.

3) To set a scan time, on the Set Time tab:

i. Click the digital hour display.

ii. Use your pointer to click and drag the blue circle to the hour you want on the clock face.

iii. Click the minute digital display.

iv. Use your pointer to click and drag the blue circle to the minutes you want on the clock face.

v. Click AM or PM.

vi. Click OK to save or Clear to start over.

c. Recurrence: Set scan recurrence and expiration. Select one:

1) None: No recurrence of the scan.

2) Fill in the following.

i. Recur every: Select a value from the NumericUpDown controller.

ii. Time frame: Select an option from the drop-down list.

Day(s)

Week(s): Select one or more days of the week.

Month

iii. Expire this schedule (never run after): Use the date/time selector to chose an expiration date and time.

19. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

20. On the Select who should receive notification of scan completion screen, select one:

I'll Manually Check My Scans Results
Send An Email Notification:

a. Select a user from the drop-down list

b. Type an email address in the text box and click Enter on your keyboard.

c. To add additional email addresses, click the plus icon and follow the above steps.

21. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
to discard.

22. On the Summary screen, review your content.

23. Use a pencil edit icon link to jump to a specific screen. For example: Scan Type.

24. Click Finish & Save to add the new Scan, Previous to return to the previous screen, or Exit Without Saving to discard.

User Guide

Create a New Sensitive Data Scan