Create a SharePoint Preclassification Scan

Content Classification Service Integration Guide › Preclassification Scans › Create a SharePoint Preclassification Scan

Create a SharePoint Preclassification Scan

You create preclassification scanning jobs in the Administration console on the server hosting the preclassification agent.

To create a scanning job

On the server hosting the preclassification agent, log in to Windows as the Job Setup User.
Launch the CA DataMinder Administration console.
Expand the CCS Preclassification Scans branch.
Right-click the server hosting the preclassification agent and click Create New Job.
The Scanning Job Definition wizard starts. The wizard steps you through the job configuration. The first wizard screen is titled 'Step 1 of 6'.
Specify the job type, job name, and job description.
1. Specify the type of scanning job:
  
  SharePoint items
  
  Click this job type to classify files stored on Microsoft SharePoint sites, especially SharePoint document libraries.
  
  Drives and folders
  
  Click this job type to scan files saved in local and remote file systems.
2. Enter a name for the scanning job.
  A default name is added automatically, but we recommend that you replace this name with a more meaningful name. This job name is shown in the Administration console.
3. Enter a brief description of the scanning job. This description is shown in the Administration console.
4. Click Next to advance to 'Step 2 of 6'.
Specify the scan locations. The details that you must supply depend on the type of scanning job. In each case, you can add multiple locations.
1. Click Add to display the Add Scan Location dialog.
2. Specify the locations you want to scan.
  
  Drives and folders
  
  Specify the network locations that you want to scan. When you specify a network location, you must supply the UNC path. This path must use a fully qualified domain name (FQDN).
  
  You can use wildcards to specify the share name, folder name and file name. But do not use wildcards to specify the server. For example:
  
  \\UX-FILESVR-01.unipraxis.com\My Project*\Report*
  
  SharePoint items
  
  Specify the URL to a Microsoft SharePoint site or a specific document library on that site.
  
  (SharePoint 2007 with Windows SharePoint Services 3.0 or later) You can also specify individual folders within a document library. In the following example, Q1 is a folder within the Reports library:
  
  http://SharePt-W2K3.unipraxis.com/Sales/Reports/Q1
3. Click Next to advance to 'Step 3 of 6'.
Specify the filtering options.
1. Specify which files you want to include and exclude.
  The preclassification agent scans included files. It ignores excluded files.
  
  Use ? and * wildcards to specify file types. Use semicolons to separate files.
  
  You can configure a scanning job to use both Include and Exclude lists. This configuration allows you to specify a general list of included file types, but exclude one or more specific files. For example, you can include *.docx files but exclude the Sample_Contract.docx file.
2. (Drives and Folders Scans only) You can scan system files, hidden files, and offline files:
  System files are Windows-defined system files (few files actually have this Windows attribute).
  
  Hidden files are typically program or system files that must not be deleted or changed.
  
  Offline files are administratively assigned network files available to a user when the user works offline.
3. (Drives and folders scans only) Specify which folders you want to include and exclude. The preclassification agent scans included folders. It ignores excluded folders.
  You can use ? and * wildcards to specify folder names. Use semicolons to separate folders.
  
  If required, you can also scan subfolders. This setting applies globally to all folders selected for scanning in the previous wizard screen.
4. (Drives and Folders Scans only) You can scan system folders, hidden folders, and offline folders. See step 7.b for details.
5. Click Next to advance to 'Step 4 of 6'.
Specify the general scan options. The general options identify which server the scanning service runs on and determine how the scanning job handles items previously scanned.
1. Enter the name or IP address of the server hosting the CCS preclassification web service.
2. In the Classification Cache section, specify whether previously scanned items get reclassified when a scanning job runs. The following options are available:
  
  Only reclassify items if they have been modified since the last scan
  
  Previously scanned files are not scanned again unless they have been modified. The CCS preclassification agent only rescans files that have been modified since the previous scan.
  
  Reclassify all items
  
  When the next preclassification scan runs, all files get classified again, even if they have not been modified since the previous scan.
3. Specify which server the scan service runs on. The following options are available:
  
  Run the scan on the local file scanning server (Computer_Name)
  
  Always click this option to run preclassification scans. The scan runs locally (that is, on the computer hosting the CCS preclassification agent).
  
  Run the scan on a remote file scanning connector machine
  
  This option is not generally valid for CCS customers.
4. Click Next to advance to 'Step 5 of 6'.
(Only applicable to SharePoint scans) Specify which SharePoint items you want to scan.
1. Click the Document library check box.
  The CCS preclassification agent is mainly intended to classify files stored in SharePoint document libraries. Other items such as picture libraries, discussion boards, and announcements are not generally applicable to CCS preclassification scans.
2. Click Next to advance to 'Step 6 of 6'.
Click Finish to complete the job setup.
The Schedule Job dialog appears.
Create a schedule for the new scanning job.
1. Go to the Task tab and enter the Run As User in the Run As field.
  Important! When a scheduled scanning job is running, nobody must log onto the target machine using the same account as the preclassification agent!
  
  Note: The Run field is automatically populated with the correct command line.
2. Go to the Schedule tab and specify when and how often the scanning job runs.
3. (Optional) Go to the Settings tab and configure further settings that define when the scanning job runs.
  For example, you can stop the job if it overruns, or you can set it to only run if the target computer is idle.
4. Click OK to save the schedule.
The new scanning job is listed in the Administration console.

More information:

User Accounts for Preclassification Agent