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Gettingstarted

OverviewoftheIBMStoredIQcomponents

DeploymentofIBMStoredIQPlatform

IBMStoredIQhardwareandsoftwarerequirements

OverviewofIBMStoredIQDataWorkbench

Commontasks

Infosetmanagement

Administeringfilters

Exploringinfosetsanddata

Enhancinginfosets

Configuringactionsonyourdata

Creatingdatareports

Viewingexceptions

Troubleshootingandsupport

SupportforIBMUnstructuredDataIdentificationandManagement

IBMUnstructuredDataIdentificationandManagementfixes

IBMSoftwareSupporthomepage

Moreinformation

Informationlifecyclegovernance

Enterprisecontentmanagement

IBMUnstructuredDataIdentificationandManagementv7.5.1documentation

WelcometotheIBM®UnstructuredDataIdentificationandManagementdocumentation,whereyoucanfindinformationabouthowtodeploy,maintain,anduseIBMUnstructuredDataIdentificationandManagement.

IBMUnstructuredDataIdentificationandManagement 1IBMStoredIQPlatformoverview 2OverviewoftheIBMStoredIQcomponents 4ComponentsoftheIBMStoredIQsolution 5IBMStoredIQinterfacecomponents 6IBMStoredIQAdministrator 8IBMStoredIQDataWorkbench 9IBMStoredIQDataWorkbenchsupport 10

IBMStoredIQeDiscovery 11IBMStoredIQDataScript 12IBMStoredIQPolicyManager 13

Notices 14Privacypolicyconsiderations 16Termsandconditionsforproductdocumentation 17Trademarks 18

DeployingandconfiguringIBMStoredIQPlatform 19IBMStoredIQcomponents 20ComponentsoftheIBMStoredIQsolution 21IBMStoredIQproducts 22

Deploymentpreparation 23Deploymentplanning 24OpenVirtualAppliance(OVA)configurationrequirements 25Networkandportrequirements 27Environmentsizingguidelines 28

Stack-provisioningprerequisites 30DeploymentofIBMStoredIQPlatform 31OpenVirtualizationFormat(OVF) 32Deployingthevirtualappliances 33

InstallationofIBMStoredIQPlatform 34Installingthegatewayanddataservers 35

ConfigurationofIBMStoredIQPlatform 36Configuringthegateway 37ConfiguringIBMStoredIQPlatformdataserver 38Configuringtheapplicationstack 39NetworkConfiguration 40AppstackConfiguration 41CertificateConfiguration 42

InstallingIBMDesktopDataCollector 44CreatingatemplatefromtheIBMStoredIQOVA 45EditingtheOVFfile 46Applicationdatamigration 47Migratingdataofthedataserver 48Migratingdataofthegateway 49Migratingdataoftheapplicationstack 50Enablingpublicorprivateinfosets 51

Customizablereports 53InstallingtheBIRTReportDesigner 55InstallingtheJDBCdriver 56Addingdatasources 57

Tableofcontents

Settingreportparameters 58

Addingdatasets 59Testingreportdesigns 60

Uploadingthereportdesign 61Deployingfonts 62Changingthereportuserpassword 63

InstallingtheLivelinkAPIs 64AdministeringIBMStoredIQ 65AdministeringIBMStoredIQAdministrator 66OverviewofIBMStoredIQAdministrator 67Switchingbetweenapplications 68

DataServersandVolumes 69Searchingforaspecificdataserver 71Addingaprimaryvolume 72Addingaretentionvolume 75Addingadiscoveryexportvolume 76Viewingdetailsofadataserver 77Viewingperformanceofadataserver 78

Systeminfosets 79Searchingforaspecificinfoset 80Creatingasysteminfoset 81Editingasysteminfoset 82Viewinginfosetsthatuseasysteminfoset 83Viewingaccessmembers 84Deletingasysteminfoset 85

Usermanagement 86Viewingyouruserprofile 87Searchingforaspecificuser 88Creatingauser 89Editingauser 90Viewingdetailsofauser 91Deletingauser 92Changingtheuserpasswords 93Resettingtheuserpassword 94Obtaininganewpassword 95

Actionmanagement 96Searchingforaspecificaction 97Creatinganaction 98Deletinganaction 101Cloninganaction 102Editinganaction 103

Targetsets 104Searchingforaspecifictargetset 105Creatingatargetset 106Editingatargetset 107Cloningatargetset 108Deletingatargetset 109

Reports 110Searchingforaspecificreport 111Creatingareport 112

Auto-classificationmodels 113

Applyingtheauto-classificationfeature 115Dataserversizing-configurationguidelines 116Downloadingtheclassificationexportutility 117Buildinganauto-classificationmodel 118PreparinganIBMContentClassificationmodelforimport 119Importinganauto-classificationmodel 120Searchingforaspecificclassificationmodel 121Editingamodel 122Deletingamodel 123

Conceptmanagement 124Addingamembertoaconcept 125Searchingforaconcept 126Editingamemberofaconcept 127Deletingamemberofaconcept 128

AdministeringIBMStoredIQPlatformDataServer 129IBMStoredIQPlatformuserinterface 130NavigationwithinIBMStoredIQPlatform 131Webinterfaceicons 133

Systemadministration 134Checkingthesystem'sstatus 135Restartingthesystem 137

ConfigurationofIBMStoredIQPlatform 138ConfiguringDAGatewaysettings 140Configuringnetworksettings 141Configuringmailsettings 142ConfiguringSNMPsettings 143ConfiguringnotificationfromIBMStoredIQPlatform 145Settingthesystemtimeanddate 146Settingsystembackupconfigurations 147Usermanagement 148Logginginandoutofthesystem 149Changingtheadministrativeaccount 150Creatingusers 151Editingusers 152Deletingauser'saccount 153Lockingauser'saccount 154Managingauser'saccount 155

ImportingencryptedNSFfilesfromLotusNotes 156Configuringharvestersettings 157Opticalcharacterrecognitionprocessing 159

Configuringfull-textindexsettings 160Specifyingdataobjecttypes 162Configuringauditsettings 163Configuringhashsettings 164Configuringdesktopsettings 165DownloadingtheIBMDesktopDataCollectorinstallerfromtheapplication 166UpgradingtheIBMDesktopDataCollectoragent 167ManagingtheEncryptedfilesystemrecoveryagent 168

Volumesanddatasources 169

Volumeindexing 170

Serverplatformconfiguration 171ConfiguringWindowsShare(CIFS) 172ConfiguringNFS 173ConfigurationofExchangeservers 174EnablingintegratedWindowsauthenticationonExchangeservers 175ImprovingperformanceforIIS6.0andExchange2003 176

ConfigurationofSharePoint 177ConfiguringDocumentum 179ConfiguringEnterpriseVaultsites 180ConfigurationofDiscoveryAccelerator 181ConfiguringsecuritysettingsforEnterpriseVaultservers 183

ConfiguringNewsGator 184Configurationofretentionservers 185CreatingCenterapools 186ConfiguringtheDellDXObjectStoragePlatform 187ConfiguringEnterpriseVault 188ConfiguringIBMInformationArchiveRetentionServers 190NetAppSnapLock 192HitachiHCAPconfigurationrequirements 193

Creatingprimaryvolumes 194ConfiguringExchange2007ClientAccessServersupport 218AddingDominoasaprimaryvolume 219Specialnote:SharePointvolumes 220ConfiguringFileNet 221ConfiguringChattermessages 222

Creatingretentionvolumes 223Addingaretentionvolume 224ConfiguringEnterpriseVaultretentionvolumes 234

Creatingdiscoveryexportvolumes 235Creatingsystemvolumes 238Exportandimportofvolumedata 241Deletingvolumes 244Policylimitationsforvolumetypes 245

Dataharvesting 248Harvestingpropertiesandlibraries 249Lightweightharvestparametersettings 250Determiningvolumeconfigurationsettings 251Determiningharvesterconfigurationsettings 252Determiningfull-textsettings 253Determininghashsettings 254

Jobconfiguration 255Creatingajob 257Creatingajobtodiscoverretentionvolumes 258Editingajob 259Startingajob 260Savingajob 261Runningapredefinedjob 262Deletingajob 263Monitoringprocessing 264

Deletingavolumecache 266

Determiningwhetheraharvestisstuck 267Desktopcollection 268IBMDesktopDataCollectorclientinstallation 269IBMDesktopDataCollectorinstallationmethods 270ConfiguringtheIBMDesktopDataCollectorcollection 272Deletepolicy:specialnotes 273

Folders 274Creatingafolder 275Deletingafolder 276Movingafolder 277Renamingafolder 278Copyingitemstodifferentfolders 279Savingitemsintodifferentfolders 280Filteringitemswithinthefolderview 281

Auditsandlogs 282Harvestaudits 283Viewingharvestaudits 286Downloadingharvestlistdetails 287

Importaudits 288Viewingvolumeimportauditdetails 289

Eventlogs 290Viewingeventlogs 291Subscribingtoanevent 292Clearingthecurrenteventlog 293Downloadinganeventlog 294

Policyaudits 295Viewingpolicyauditdetails 298Viewingapolicyauditbyname 300Viewingapolicyauditbyvolume. 301Viewingapolicyauditbytime 302Viewingapolicyauditbydiscoveryexport 303

Searchauditfeature 304Savingresultsfromanaudit 305Policyauditmessages 306

Deployingcustomizedwebservices 308Uninstallinganexistinginstanceofthewebservice 309Verifyingthelocationofthehostedwebservice 310Configuringadminknobs 311

Supportedfiletypes 313Supportedfiletypesbyname 314Supportedfiletypesbycategory 323SharePointattributes 334

Supportedserverplatformsandprotocols 336Eventlogmessages 341ERROReventlogmessages 342INFOeventlogmessages 354WARNeventlogmessages 366

ManagingtheIBMStoredIQproducts 375ManagingIBMStoredIQDataScript 376

OverviewofIBMStoredIQDataScript 377

Documentdashboardview 378Workfloworigination 379Addingadocument 380Searchingforadocument 381Viewingadocument 382Documentsdetails 383Runningaworkflow 385

ManagingIBMStoredIQDataWorkbench 386OverviewofIBMStoredIQDataWorkbench 387KeyconceptsofIBMStoredIQDataWorkbench 388Informationset 389IBMStoredIQPlatformindex 391Filter 392Overlay 393Scopeoperation 394Action 395Report 396

Infosetmanagement 397Creatinganinfoset 398Interruptinginfosetcreation 399Searchingforaspecificinfoset 400Creatinganoverlay 401Editinganinfoset 402Deletinganinfoset 403Viewoftheinfosetdetails 404Viewinginfosetancestry 405Savinginfosetancestryasaworkflow 406Executionlog 407Viewingactionlogofinfosets 408Generatinganauditreport 409Viewingdataobjects 410

Filteradministration 411Libraryofavailablefilters 412Searchingforanexistingfilter 413Editingafilter 414Viewingfiltercode 415Deletingafilter 416Buildingafilter 417Creatingafilefilter 419Creatingadatefilter 420Creatingasizefilter 421Creatinganamefilter 422Creatinganemailfilter 423Creatingafull-textfilter 424Creatinganauto-classificationfilter 425Creatingcustomizedsearcheswiththecodeview 426Syntaxprimer 427

Previewingfilterresults 429Configuringcolumnswhenpreviewingfilterresults 430

Setoperations 431

Creatingaunioninfoset 433Creatinganintersectioninfoset 434Creatinganinfosetwithasymmetricdifference 435Creatingasubtractioninfoset 436

Scopeoperations 437Expandingahierarchy 438Collapsingahierarchy 439

Enhancementstoinfoset 440Runninganenhancement 441Searchingforaspecificenhancement 442

Actionsondata 443Searchingforaspecificaction 444Schedulingandrunninganaction 445Cancelingascheduledaction 446

Explorationofinfosetsanddata 447Datamaps 448Groupinganinfosetbydatasourcetype 451Viewingdatawithdifferentviews 452Selectingadataoverlay 454DownloadingCSVdata 455

Exceptions 456Searchingforaspecificexceptionobjects 458Viewingexceptionobjectdetails 459Exportingtheexceptionobjectlist 460

Filterconditionreferenceandexpressionlanguage 461Full-textsyntax 462Full-textmacros 465ExtendedASCIIcharacters 466Attributeconditionreference 468Specificationofattributeconditions 469Conditionsforstringattributes 470Conditionsforenumerationattributes 471Conditionsfordateattributes 472Conditionsfornumberattributes 473Conditionsforsparseattributes 474Conditionsforcompoundattributes 475Conditionsformultivaluedattributes 476Accessmodeattributes 477

Typeofobjecttomatch 478Multiplematchingvaluesforoperators 479At-leastexpressions 480Parentandchildconditions 481No-inheritanceconditions 483Analyticsfilterexpressions 484

IBMDiscoveryExportEDRMXML 485Filesystemdirectorylayout 486Sourcevolumefiles 487EDRMXMLproduction 488

EDRMXMLconsiderations 491

XMLrootinformation 492

Batchinformation 493Documententriesintheloadfile 494Taginformation 495Relationshipbetweendocuments 496

EDRMXMLmetadatatags 497Metadatabyattributetype 507Systemmetadataattributes 509Documentumservermetadataattributes 512Centeraservermetadataattributes 516DellDXObjectStoragePlatformmetadataattributes 518IBMInformationArchiveServermetadataattributes 520HitachiHCAPServermetadataattributes 522NetAppSnapLockServermetadataattributes 524ExchangeServermetadataattributes 526DiscoveryAcceleratormetadataattributes 528FileNetmetadataattributes 530Emailmetadataattributes 533Dataobjectpropertyattributes 537SharePointattributes 539Calendarmetadataattributes 541Contactmetadataattributes 542Digitalsignaturesmetadataattributes 544Processingmetadataattributes 545Taskmetadataattributes 547Attributevaluetypes 548IBMLotusNotesmetadataattributes 550Enterprisevaultmetadataattributes 553Jivemetadataattributes 555Chattermetadataattributes 557

ManagingIBMStoredIQeDiscovery 559OverviewofIBMStoredIQeDiscovery 560Switchingbetweenapplications 561

Actionsonamatter 562MatterDashboardview 563Viewofamatter 564Emailingthecontactpersonofamatter 565Filteringforamatter 566Addingamatter 567Deletingamatter 568

Matterconfiguration 569Editingamatter 570Creatingabox 571Editingthesummaryofabox 574Datamaps 575Viewingthefilelistordatamap 577

Actionsonabox 578Refiningabox 579Restartingabox 580Cloningabox 581

Creatingacollectionbox 582

Creatinganexportbox 583Reports 584Runningareportonabox 586Deletingabox 587

ManagingIBMStoredIQPolicyManager 588OverviewofIBMStoredIQPolicyManager 589IBMStoredIQPolicyManageradministration 590PolicyDashboardview 591Creatingapolicy 593Viewingapolicy 594Enablingordisablingapolicy 596Emailingacontactperson 597Deletingapolicy 598

Actionsonapolicy 599Editingapolicy 600Runningapolicy 601Runningareport 602Viewingapolicyreport 603Deletingarun 604Stoppingarun 605

IBMUnstructuredData751, p. 1

IBMStoredIQPlatformoverviewIBM®StoredIQPlatformprovidesscalableanalysisandgovernanceofunstructureddatain-placeacrossdisparateanddistributedemail,fileshares,desktops,andcollaborationsites.Itsproductsenablecompaniestodiscover,analyze,andactondataforeDiscovery;recordsretentionanddisposition;compliance;andstorageoptimizationinitiatives.

Powerfulsolutionsformanagingunstructureddatain-placeIBM®UnstructuredDataIdentificationandManagementaddressestheproblemsthatchallengerecordsmanagement,electronicdiscovery,compliance,storageoptimization,anddatamigrationinitiatives.Byprovidinganin-depthassessmentofunstructureddatawhereitis,thissoftwaregivesorganizationsvisibilityintodatatomakemoreinformedbusinessandlegaldecisions.UnstructuredDataIdentificationandManagementdelivers:

In-placedatamanagementthatallowsanorganizationtodiscover,recognize,andactonunstructureddatawithoutmovingittoarepositoryorspecialtyapplication.Apowerfulsearchfunctionthatacceleratestheunderstandingoflargeamountsofunstructuredcontent.Simplifiedanalysisoflargeamountsofcorporatedatatoprovidedetailedanalysisfasterandlimittheimpactonuserproductivitybyanalyzingandmanagingdatain-place.Intelligencethatsupportsmanydifferentpolicyactionssuchascopy,delete,move,copytoretention,orexport.

Anorganized,systemic,anddefensibleapproachtoeDiscoveryIBM®eDiscoveryIdentificationandCollectionprovidesinsightintoenterprisedatatohelpeasethecostsandeffortsthatareinvolvedinelectronicdiscovery(eDiscovery)response.Thissoftwarehelpsdecreasethevolumeofunstructureddatabytargetingonlythemostrelevantinformationtoaparticularcaseandprovidingforensicallysoundanddefensiblecollections.eDiscoveryIdentificationandCollectiondelivers:

Fasteraccesstorelevantinformationbeforecollection,givinglegalandITteamsthedatathatisneededtomakemoreinformedlegaldecisions.Apowerfulsearchfunctionthatacceleratestheunderstandingoflargeamountsofunstructuredcontentandencouragesorganizationalalignmentthatcanleadtoreducedlegalrisksandcosts.Simplifiedanalysisoflargeamountsofcorporateelectronicallystoredinformation(ESI),providingfasterdetailedanalysis,andlimitingtheimpactonuserproductivity.Intelligencethatallowscompaniestorespondmorequicklytolitigationwiththemostrelevantdata.

InformationgovernancetoautomatepolicyandcomplianceacrossunstructureddataIBM®PolicyAssessmentandCompliancehelpsorganizationsidentify,classify,andmanageenterpriseinformationaccordingtobusinessvaluetoreduceriskandcost.Corporationscangainadeeperandholisticunderstandingoftheirunstructureddatatoaddressbusinessandregulatoryrequirements,complianceenforcement,dataretentionandrespondtoauditrequests.PolicyAssessmentandComplianceprovidesthefollowingfeaturesandsolutions:

Apowerfuldataassessmentsolutionfordiscovering,recognizing,andactingonunstructureddatawithoutfirstmovingittoarepository.Advancedsearchcapabilitiesthataretailoredtohelplegal,records,compliance,andITstaffdiscoverdatainaccordancewithcorporateandregulatorypolicy.Detaileddataanalysistosimplifytheanalysisoflargeamountsofcorporatedata.In-placedatamanagementcapabilitiestoremediateregulatoryandcorporatepolicyviolations.

Flexiblesolutionforidentifyingandcollectingdatafromremotedevices

IBM®DesktopDataCollectorenablesorganizationstoapplycorporategovernancepoliciestouserdesktopsandnotebooks.Userscanidentifycorporaterecordsorcustodiandataforlegalmattersandcollectthemtoacentralrepositorybuiltfordeviceswithintermittentconnectivity.DesktopDataCollectordelivers:

Apowerful,flexiblesolutionforidentifyingandcollectingdataforinvestigations,litigationmatters,orrecordsretention.Asimplifiedcollectionofinformationonremotedesktopsandnotebooks.CentralizedmanagementtominimizeITburdenandimproveefficiencywhenusedwithIBMeDiscoveryIdentificationandCollectionorIBMPolicyAssessmentandCompliance.Intelligentdesktopdatacollectionforidentifyingcorporaterecordsorcustodiandataandcollectingthemtoacentralrepository.

OverviewoftheIBMStoredIQcomponentsThefollowingsectionsdescribethreecomponentsoftheIBMStoredIQsolutionandtheinterfacesthatIBMStoredIQproductsprovidetousetheservicesoftheIBMStoredIQPlatform.

OverviewoftheIBMStoredIQcomponentsThefollowingsectionsdescribethreecomponentsoftheIBM®StoredIQsolutionandtheinterfacesthatIBMStoredIQproductsprovidetousetheservicesoftheIBMStoredIQPlatform.

ComponentsoftheIBMsolutionThethreecomponentsoftheIBMStoredIQsolutionarethegateway,dataservers,andapplicationstack(AppStack).IBMStoredIQinterfacecomponentsTheIBMStoredIQproductcomponentsincludeIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,IBMStoredIQPolicyManager,andIBMDesktopDataCollector.Notices

ComponentsoftheIBMsolutionThethreecomponentsoftheIBM®StoredIQsolutionarethegateway,dataservers,andapplicationstack(AppStack).

TheGatewayThegatewaycommunicatesbetweenthedataserversandtheapplicationstack.Theapplicationstackpollsthegatewayforinformationaboutthedataonthedataservers.Thedataserverspushtheinformationtothegateway.

DataServersTheIBMStoredIQDataServerhelpsunderstandthedatalandscapeoftheenterprise.Itobtainsthedatafromsupporteddatasourcesandindexesit.Byindexingthisdata,yougaininformationaboutunstructureddatasuchasfilesize,filedatatypes,fileowners.Thedataserverspushtheinformationaboutvolumesandindexestothegatewaysoitcanbecommunicatedtotheapplicationstack.Multipledataserversfeedintoasinglegateway.Inadditiontoanadministratoruserinterface,administratorscandeploytheIBMDesktopDataCollectorandindexdesktopsfromthedataserver.

ApplicationstackTheapplicationstackprovidestheuserinterfacefortheIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,andtheIBMStoredIQPolicyManagerproducts.

Parenttopic:OverviewoftheIBMStoredIQcomponents

IBMStoredIQinterfacecomponentsTheIBM®StoredIQproductcomponentsincludeIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,IBMStoredIQPolicyManager,andIBMDesktopDataCollector.

IBMStoredIQAdministratorIBMStoredIQAdministratormonitorsandmanagesthedistributedinfrastructureataclientsite.IBMStoredIQAdministratorsitsbetweentheIBMStoredIQPlatforminterfaceandtheapplicationsandfacilitatesthetransferandcommunicationofinformation.IBMStoredIQAdministratorunderstandsandmanagesIBMStoredIQPlatformconceptssuchasvolumes,indexes,harvests,andconfigurations.Atthesametime,itmanagestheapplicationconcernssuchasinfosetlifecycleandcreation,volumeconfiguration,andactionandtarget-setmanagement.Tothisend,itisdividedintotwosections,thatis,platformandapplication,sothattheadministratorsknowwheretoaccomplishatask.

IBMStoredIQDataWorkbenchWithIBMStoredIQDataWorkbench,youcanvisualizetheindexeddataandidentifypotentialred-flagissuestoknowhowmuchandwhattypesofdatayouhaveondifferenttypesofservers.Italertspeopleaboutpotentiallyinterestingorusefuldata.Ithelpsensurethatthedataofanenterpriseisanasset,notaliability.

IBMStoredIQeDiscoveryIBMStoredIQeDiscoveryisintegraltotheeDiscoveryprocess.Ithelpsdiscover,identify,refine,preserve,andcollectdatathatisrelevanttolegalmatters.WithIBMStoredIQeDiscovery,youcanconductdiscoveryworkmoreefficientlyandensurethatyoucapturetheappropriatedataatthesametime.

IBMStoredIQDataScriptIBMStoredIQDataScriptautomatesexecutionwithinIBMStoredIQPlatform.Therefore,youcanscript,automate,andmonitorprocessesthatotherwisenormallyaremanualprocessesthatarerunwithinIBMStoredIQDataWorkbench.IBMStoredIQDataScriptfocusesonrepeatable,understood,andapprovedprocessesforthepurposesofcullingandrefiningdatainanapprovedmanner.

IBMStoredIQPolicyManagerIBMStoredIQPolicyManageractsondatainanautomaticfashionatscale,runningpoliciesthataffectdataobjectswithoutrequiringreview.

IBMDesktopDataCollectorIBMDesktopDataCollectordeploysfromtheIBMStoredIQPlatformDataServerAdministratorinterface.Itindexesdesktopsasvolumes.ThevolumesappearintheDataServerAdministratorinterfaceandIBMStoredIQDataWorkbench,wherethedatacanbeanalyzedandactedupon,andtheIBMStoredIQAdministratorapplication.

IBMStoredIQPlatformusesanon-invasivedeployment,specifically:

Lightweightclientdeploymentwithnobrowserplug-insandnoclient-sideUIinstallations.Allmajorbrowsers,suchasInternetExplorerandFirefox,aresupportednatively.One(common)indexthatissharedacrossallusecases.Thisindexsupportsawidevarietyofdatasourcesandisusedbyapplicationdashboardsformanyusecases.Noagentsareplacedondatasources.ThenativeAPI/protocolisusedwheneveritispossible.Third-partyorcustomconnectorsareusedonlywhennecessary.Note:Agentsareusedfordesktopcollection.

IBMStoredIQAdministratorIBMStoredIQAdministratorhelpsyoutomanageglobalassetscommontothedistributedinfrastructurebehindIBMStoredIQPlatformapplications.IBMStoredIQDataWorkbenchThefollowingsectionprovidesahigh-levelexplanationofwhatIBMStoredIQDataWorkbenchisanditspotentialuses.IBMStoredIQeDiscoveryThefollowingsectionprovidesahigh-levelexplanationofwhatIBMStoredIQeDiscovery

is,bywhomitisused,prerequisites,anditspotentialuses.IBMStoredIQDataScriptThroughtheIBMStoredIQDataScriptinterface,youcanmonitoreachofthestepsastheyarerun.Then,youviewanydefinedoutputs,suchasreports,infosets,orexportsthataregeneratedasaresult.ByrunningIBMStoredIQDataWorkbenchworkflows,theusercanreapplyprocessesthatwerereviewedandapprovedtoapplytoawidevarietyofdifferentdataproblems.IBMStoredIQPolicyManagerIBMStoredIQPolicyManagerenablespolicyexecutionatscale.

IBMStoredIQAdministratorIBM®StoredIQAdministratorhelpsyoutomanageglobalassetscommontothedistributedinfrastructurebehindIBMStoredIQPlatformapplications.

IBMStoredIQAdministratorprovidesat-a-glanceunderstandingofthedifferentissuesthatcancropupintheIBMStoredIQPlatformenvironment.TheseviewsareuniquetotheIBMStoredIQAdministratorapplicationastheyprovideanoverviewofhowthesystemisrunning.Theyallowaccesstovariouspiecesofinformationthatarebeingsharedacrossapplicationsorallowforthemanagementofresourcesinacentralizedmanner.

TheadministratoristhepersonresponsibleformanagingtheIBMStoredIQPlatform.Thisindividualhasstrongunderstandingofdatasources,indexes,dataservers,jobs,infosets,andactions.ThislistprovidesanoverviewastohowIBMStoredIQAdministratorworks:

Viewingdataserversandvolumes:UsingIBMStoredIQAdministrator,theAdministratorcanidentifywhatdataserversaredeployed,theirlocation,whatdataisbeingmanaged,andthestatusofeachdataserverinthesystem.VolumemanagementisacentralcomponentofIBMStoredIQPlatform.IBMStoredIQAdministratoralsoallowstheAdministratortoseewhatvolumesarecurrentlyundermanagement,whichdataserverisresponsibleforthatvolume,thestateofthevolumeafterindexing,andtheamountandsizeofinformationthatiscontainedbyeachvolume.Administratorscanalsoaddvolumestodataserversthroughthisinterface.Creatingsysteminfosets:SysteminfosetsthatuseonlyspecificindexedvolumescanbecreatedandmanagedwithinIBMStoredIQAdministrator.AlthoughinfosetsareacorecomponentofIBMStoredIQDataWorkbench,systeminfosetsarecreatedasashortcutforusersinIBMStoredIQAdministrator.Managingusers:Theusermanagementareaallowsadministratorstocreateusersandmanageusers'accesstothevariousIBMStoredIQapplications.Configuringandmanagingactions:Anactionisanyprocessthatistakenuponthedatathatisrepresentedbytheindexes.Actionsarerunbydataserversonindexeddataobjects.AnyerrorsorwarningsthataregeneratedasaresultofanactionarerecordedasexceptionsinIBMStoredIQDataWorkbench.Note:ActionscanbecreatedwithinIBMStoredIQAdministratorandthenmadeavailabletootherIBMStoredIQapplicationssuchasIBMStoredIQDataWorkbench.Managingtargetsets:Providesaninterfacethatallowstheusertosetthewantedtargetsforspecificactionsthatrequireadestinationvolumefortheiractions.Managingconcepts:Youcanrelatebusinessconceptstoindexeddata.

Parenttopic:IBMStoredIQinterfacecomponents

IBMStoredIQDataWorkbenchThefollowingsectionprovidesahigh-levelexplanationofwhatIBM®StoredIQDataWorkbenchisanditspotentialuses.

Bigdataisapervasiveproblem,notaone-timeoccurrence.Itiseasyformostcompaniestorealizethatbigdataisproblematic,butitishardtoidentifywhatproblemstheyhave.Bigdataisallabouttheunknown,buttheunknowncannotbeofflimits.IBMStoredIQDataWorkbenchcanhelpyoulearnaboutyourdata,makeeducateddecisionswithyourmostvaluableasset,andturnyourcompany'smostdangerousriskintoitsmostvaluableasset.

IBMStoredIQDataWorkbenchisadatavisualizationandmanagementtoolthathelpsyoutoactivelymanageyourcompany'sdata.Ithelpsyoutodeterminehowmuchdatayouhave,whereitis,whoownsit,andwhenitwaslastused.Whenyouhaveaclearunderstandingofyourcompany'sdatalandscape,IBMStoredIQDataWorkbenchhelpsyoutakecontrolofdata.Youcanmakeinformeddecisionsaboutyourdataandactonthatknowledgebycopying,copyingtoretention,orconductingadiscoveryexport.

HerearejustsomeoftheexamplesthatyoucanuseIBMStoredIQDataWorkbench.

YouneedtofindallcompanyemailthatissentfromorreceivedbyEileenSideways(esideways@thecompany.com).YoucanuseIBMStoredIQDataWorkbenchtofindallemailandthencopythatdatatoapredefinedrepository.YoucanalsouseIBMStoredIQDataWorkbenchtofindalloftheesideways@thecompany.comemailthatoccurredbetweenspecificdatesandthenmakethatemailavailableforreview.Asanadministrator,youwanttoridyournetworksandstorageofunuseddata.YoucanuseIBMStoredIQDataWorkbenchtofindallfilesthatwerenotmodifiedinmorethanfiveyears.Youwanttofindallimagefilesthatarecreatedin2007.NotonlycanIBMStoredIQDataWorkbenchfindallimagefilesthatwerecreatedin2007.Italsoshowshowmuchspacetheyoccupyonyournetwork.AuserneedstounderstandhowdataaboutWindowsisbeingretained.UsingIBMStoredIQDataWorkbench,youcanprovidethatuserwithavisualoverviewofthenumberofobjectsthatareretainedandabreakdownoffilesperdatasource.Additionally,youcanapplyoverlaystoshowtheuserifthosefilescontainforbiddeninformationsuchascredit-cardnumbersorSocialSecuritynumbers.

IBMStoredIQDataWorkbenchsupport

IBMStoredIQDataWorkbenchsupportIBM®StoredIQPlatformhelpsyoutotrulyunderstandyourcompany'sdatalandscape.UsingIBMStoredIQPlatformdataserver,allunstructureddatainacompany'senterprisenetworkisindexed.Byindexingthisdata,yougaininformationaboutunstructureddatasuchasfilesize,filedatatypes,fileowners.

IBMStoredIQDataWorkbenchisthetoolthatyouusetovisualizethisindexeddata,helpingyoutoidentifypotentialred-flagissues,toknowhowmuchdatayouhaveondifferentservers,andtoalertpeopleaboutpotentiallyinterestingorusefuldata.

Parenttopic:IBMStoredIQDataWorkbench

IBMStoredIQeDiscoveryThefollowingsectionprovidesahigh-levelexplanationofwhatIBM®StoredIQeDiscoveryis,bywhomitisused,prerequisites,anditspotentialuses.

IBMStoredIQeDiscoveryisauserapplicationthathelpslegalusersduringtheinitialphasesoftheeDiscoveryprocess.Byhelpingyoutocaptureneededelectronicdata,youcanuseIBMStoredIQeDiscoverytocommunicateeasilywithotherusersaboutthestatusandreviewprocessofworkthatisbeingdone.IBMStoredIQeDiscoverydoesnotdrivetheeDiscoveryprocess,butinsteadhelpslegaluserstocontrolandcommunicatethoseprocessesmoreeffectively.

HerearejustsomeoftheexamplesyoucanuseIBMStoredIQeDiscovery.

Youneedtofindallelectronicinformationaboutanupcomingpersonal-injurylawsuit.YoucanuseIBMStoredIQeDiscoverytocreateamatterforthesuit,andthencreateboxestocontainemailandreportsaboutthecase.Asalegaluser,youwanttoseethestatusofallcurrentlyactivematters.YoucanusetheMatterDashboardtovisualizethedifferentmatters'states.Asadataexpert,youknowthatyouneedtorespondtousersinatimelyfashion.UsingIBMStoredIQeDiscovery,peoplecanemailyoudirectlyfromtheapplicationaboutamatter'squestions.

ProactiveeDiscoveryconsistsofidentifyingandcatalogingdataortypesofdatathatmighteventuallyberesponsivetolegalmatters.Itcollectsandretainsthedataandthenproducesthatdatainawaythatmatchesacceptedorrequiredlegalpractices.

WithinIBMStoredIQeDiscovery,theuserisanon-technicaluserwhoneedstoobtaincertainpiecesofdatatocompletealegalprocess.TheIBMStoredIQeDiscoveryuserknowstheinformationorparametersforwhatkindsofdatatheywant,butdoesnotalwaysknowhowtoobtainthatdata.

BeforeyouuseIBMStoredIQeDiscovery,ensurethatprerequisitesaremet:

TheIBMStoredIQPlatformmustbedeployed,configured,andreadyforuse.IBMStoredIQeDiscoveryisdependentuponotherIBMStoredIQapplicationssuchasIBMStoredIQDataWorkbenchandIBMStoredIQAdministrator.

IBMStoredIQDataScriptThroughtheIBM®StoredIQDataScriptinterface,youcanmonitoreachofthestepsastheyarerun.Then,youviewanydefinedoutputs,suchasreports,infosets,orexportsthataregeneratedasaresult.ByrunningIBMStoredIQDataWorkbenchworkflows,theusercanreapplyprocessesthatwerereviewedandapprovedtoapplytoawidevarietyofdifferentdataproblems.

IBMStoredIQPolicyManagerIBM®StoredIQPolicyManagerenablespolicyexecutionatscale.

IBMStoredIQPolicyManagerallowsuserstorunmaturepoliciesandprocessesatscaleacrossawiderrangeofdata.Theuserscandefineandrunsystemwidepolicies,focusingontheexecutionoftheprocessratherthanunderstandingorreviewingaffecteddataobjects.Additionally,withIBMStoredIQPolicyManager'sreports,youcanrecordwhatactionswereconducted,whentheywereconducted,andwhatdatawasaffectedbythepolicy'sexecution.

NoticesThisinformationwasdevelopedforproductsandservicesofferedintheU.S.A.ThismaterialmaybeavailablefromIBMinotherlanguages.However,youmayberequiredtoownacopyoftheproductorproductversioninthatlanguageinordertoaccessit.

IBMmaynotoffertheproducts,services,orfeaturesdiscussedinthisdocumentinothercountries.ConsultyourlocalIBMrepresentativeforinformationontheproductsandservicescurrentlyavailableinyourarea.AnyreferencetoanIBMproduct,program,orserviceisnotintendedtostateorimplythatonlythatIBMproduct,program,orservicemaybeused.Anyfunctionallyequivalentproduct,program,orservicethatdoesnotinfringeanyIBMintellectualpropertyrightmaybeusedinstead.However,itistheuser'sresponsibilitytoevaluateandverifytheoperationofanynon-IBMproduct,program,orservice.

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IftheconfigurationsdeployedforthisSoftwareOfferingprovideyouascustomertheabilitytocollectpersonallyidentifiableinformationfromendusersviacookiesandothertechnologies,youshouldseekyourownlegaladviceaboutanylawsapplicabletosuchdatacollection,includinganyrequirementsfornoticeandconsent.

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Parenttopic:Notices

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Parenttopic:Notices

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Parenttopic:Notices

DeployingandconfiguringIBMStoredIQPlatformBeforeyoudeployandconfigureIBM®StoredIQPlatform,ensurethatyoumeetalldeploymentprerequisitesandrequirementsthataredocumentedintheDeploymentpreparationchapter.YoumustalsomeetallhardwareandsoftwarerequirementsinIBMStoredIQPlatformOverviewGuide.

IBMStoredIQcomponentsThefollowingsectionsdescribethreecomponentsoftheIBMStoredIQsolutionandtheinterfacesthatIBMStoredIQproductprovidestousetheservicesoftheIBMStoredIQPlatform.DeploymentpreparationTopreventanydeploymentproblems,conductthefollowingplanningactivitiesthatareappropriateforyourenvironment.DeploymentofIBMStoredIQPlatformThefollowingsectionsdescribehowtodeploythevirtualappliances.InstallationofIBMStoredIQPlatformAftertheOVFdeployment,proceedtoinstalltheIBMStoredIQPlatform.ConfigurationofIBMStoredIQPlatformAfteryoudeployvirtualappliances,youmustconfigureIBMStoredIQPlatformbeforeyoucanfulfilltheproductinstallationprocess.CreatingatemplatefromtheIBMStoredIQOVAOVAscanbemodifiedtofituniquedeploymentscenarios.EditingtheOVFfileIfyouneedtoscaledownthesizeoftheindexdriveonthedataservers,youcanedittheOVFfile.UpgradesYoucanobtaintheupgradeISOfromtheIBMFixCentral.Upgradesconsistofupgradingthegatewayanddataserverfirstandthentheapplicationstack.CustomizablereportsReportingisakeystepwithinthedata-managementprocessasitvalidatesthatprocesseswerecompletedcorrectlywithinIBMStoredIQ.

IBMStoredIQcomponentsThefollowingsectionsdescribethreecomponentsoftheIBM®StoredIQsolutionandtheinterfacesthatIBMStoredIQproductprovidestousetheservicesoftheIBMStoredIQPlatform.

ComponentsoftheIBMStoredIQsolutionThethreecomponentsoftheIBMStoredIQsolutionaretheGateway,DataServers,andApplicationStack(AppStack).IBMStoredIQproductsTheIBMStoredIQproductsincludeIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,IBMStoredIQPolicyManager,andIBMDesktopDataCollector.

ComponentsoftheIBMStoredIQsolutionThethreecomponentsoftheIBM®StoredIQsolutionaretheGateway,DataServers,andApplicationStack(AppStack).

TheGatewayThegatewaycommunicatesbetweenthedataserversandtheapplicationstack.Theapplicationstackpollsthegatewayforinformationaboutthedataonthedataservers.Thedataserverspushtheinformationtothegateway.

DataServersIBMStoredIQPlatformDataServerhelpsunderstandthedatalandscapeoftheenterprise.Itobtainsthedatafromsupporteddatasourcesandindexesit.Byindexingthisdata,yougaininformationaboutunstructureddatasuchasfilesize,filedatatypes,andfileowners.Thedataserverspushtheinformationaboutvolumesandindexestothegatewaysoitcanbecommunicatedtotheapplicationstack.Multipledataserversfeedintoasinglegateway.Inadditiontoanadministratoruserinterface,administratorscandeploytheIBMDesktopDataCollectorandindexdesktopsfromthedataserver.

ApplicationstackTheapplicationstackprovidestheuserinterfacefortheIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,andtheIBMStoredIQPolicyManagerproducts.

Parenttopic:IBMStoredIQcomponents

IBMStoredIQproductsTheIBM®StoredIQproductsincludeIBMStoredIQAdministrator,IBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,IBMStoredIQDataScript,IBMStoredIQPolicyManager,andIBMDesktopDataCollector.

IBMStoredIQAdministratorIBMStoredIQAdministratormonitorsandmanagesthedistributedinfrastructureataclientsite.IBMStoredIQAdministratorsitsbetweentheIBMStoredIQPlatforminterfaceandtheapplicationsandfacilitatesthetransferandcommunicationofinformation.IBMStoredIQAdministratorunderstandsandmanagesIBMStoredIQPlatformconceptssuchasvolumes,indexes,harvests,andconfigurations.Atthesametime,itmanagestheapplicationconcernssuchasinfosetlifecycleandcreation,dataserverandvolumeconfiguration,andactionandtargetsetmanagement.Tothisend,itisdividedintotwosections,thatis,platformandapplicationsothattheadministratorsknowwheretoaccomplishatask.

IBMStoredIQDataWorkbenchIBMStoredIQDataWorkbenchenablesvisualizingtheindexeddata.Youcanidentifypotentialred-flagissuestoknowhowmuchandwhattypesofdatayouhaveondifferenttypesofservers.Italertspeopleaboutpotentiallyinterestingorusefuldata.

IBMStoredIQeDiscoveryIBMStoredIQeDiscoveryisintegraltotheeDiscoveryprocess.Ithelpsdiscover,identify,refine,preserve,andcollectdatathatisrelevanttolegalmatters.WithIBMStoredIQeDiscovery,youcanconductdiscoveryworkmoreefficientlyandcapturetheappropriatedata.

IBMStoredIQDataScriptIBMStoredIQDataScriptenablesautomatedexecutionwithinIBMStoredIQPlatform.Itscripts,automates,andmonitorsprocessesthatotherwisenormallyareamanualprocessthatisrunwithinIBMStoredIQDataWorkbench.IBMDataScriptfocusesonrepeatable,understood,andapprovedprocessesforthepurposesofcullingandrefiningdatainanapprovedmanner.

IBMStoredIQPolicyManagerIBMStoredIQPolicyManageractsondatainanautomaticfashionatscale,runningpoliciesthataffectdataobjectswithoutrequiringreview.

IBMDesktopDataCollectorTheIBMDesktopDataCollectordeploysfromtheIBMStoredIQDataServerAdministratorinterface.Itindexesdesktopsasvolumes.ThevolumesappearintheDataServerAdministratorinterface,theIBMStoredIQDataWorkbench,wherethedatacanbeanalyzedandactedupon,andtheIBMStoredIQAdministratorapplication.

IBMStoredIQPlatformusesanon-invasivedeployment,specifically:

Lightweightclientdeploymentwithnobrowserplug-insandnoclient-sideUIinstallations.Allmajorbrowsers,suchasInternetExplorerandFirefox,aresupportednatively.One(common)indexthatissharedacrossallusecases.Thisindexsupportsawidevarietyofdatasourcesandisusedbyapplicationdashboardsformanyusecases.Noagentsareplacedondatasources.ThenativeAPI/protocolisusedwheneveritispossible.Third-partyorcustomconnectorsareusedonlywhennecessary.Note:Agentsareusedfordesktopcollection.

Parenttopic:IBMStoredIQcomponents

DeploymentpreparationTopreventanydeploymentproblems,conductthefollowingplanningactivitiesthatareappropriateforyourenvironment.

DeploymentplanningWhenyouplanadeploymentofIBM®StoredIQPlatform,evaluateseveralinfrastructureconsiderations.Stack-provisioningprerequisitesBeforeadeployment,verifythatyoumeettheseprerequisites.

DeploymentplanningWhenyouplanadeploymentofIBM®StoredIQPlatform,evaluateseveralinfrastructureconsiderations.

OpenVirtualAppliance(OVA)configurationrequirementsIBMStoredIQPlatformisdeployedasvirtualappliancesandcurrentlyonlysupportedinVMwareESX(i)5.xorgreaterenvironments.YoumusthaveavirtualinfrastructurethatmeetstheIBMStoredIQPlatformhardwarerequirements.NetworkandportrequirementsDatasourcesandtypescandrasticallyimpactthescaleandscopeofwhatneedstobedeployed.Thecomplexityofthesourcedirectlyaffectsthenumberofdataserverstobedeployed,forexample,exchangeversussimpletextdocumentsinaCIFSlocation.EnvironmentsizingguidelinesTosizeanenvironmentprecisely,youmustunderstandthefactorssuchasharvestfrequency,complexityofthesource,andusecasescenariosthatdriveapplicationuseandactionexecution.

Parenttopic:Deploymentpreparation

OpenVirtualAppliance(OVA)configurationrequirementsIBM®StoredIQPlatformisdeployedasvirtualappliancesandcurrentlyonlysupportedinVMwareESX(i)5.xorgreaterenvironments.YoumusthaveavirtualinfrastructurethatmeetstheIBMStoredIQPlatformhardwarerequirements.

Gatewayserversize

vCPU:1Memory:8GBStorage:100GB

Applicationstacksize

vCPU:1Memory:4GBStorage:20GB

DataServersize

vCPU:4Note:EventhoughincreasingthenumberofvCPUsincreasesperformance,theactualbenefitsdependonwhetherthespecifichostisoversubscribedornot.Memory:16GBNote:Whiletheminimumvalueworksunderlight-loadcondition,astheloadincreases,theDataServerquicklystartsconsumingswapspace.Forhighloadsituations,increasingRAMbeyond16GBcanbenefitperformance.Monitoringswapusagecanprovideinsight.Storage:

PrimaryDisk(vmdisk1,SCSI0:0):Defaultis190GBNote:ThisvirtualdiskhasanassociatedVMDKthatcontainstheIBMoperatingcode.Donotchangeitssize.Note:Ifyoudeletetheprimarydisk,youdeletetheoperatingsystem,andtheIBMsoftware;thevirtualmachinemightneedtobescrapped.DataDisk(vmdisk2,SCSI0:1):Defaultis1.9TBNote:Thisvirtualdiskcanberesizedaccordingtoexpectationsontheamountofharvestdatatobestored.Forpurposesofestimation,theindexstoragerequirementformetadataisabout30GBperTBofmanagedsourcedata.Full-textindexingrequiresanextra170GBperTB.Thedefaultdatadisksizeisthereforetargetedformanaging10TBofsourceinformation.SwapDisk(vmdisk3,SCSI0:2):Defaultis40GBNote:Whenunderload,theDataServercanusemanyRAM;therefore,havingampleswapspaceisprudent.TheminimumswapsizeisequaltotheamountofRAMconfiguredforthevirtualmachine.Forbestperformanceunderload,placethisdiskonthehighestspeeddatastoreavailabletothehost.

Thegeneralsizelimitsforadataserverare150millionobjectsor500definedvolumes,whicheverlimitisreachedfirst.Assuminganaverageobjectsizeof200KBequalstoabout30TBofmanagedstorageacross30volumesof5millionobjectseach,theindexstoragerequirementformetadataon~30TBofstoragethatcontainsuncompressedgeneralofficedocumentsis~330GB(11GBperTB).Add100GBperTBofmanagedstorageforfull-textorsnippetindex.Forexample,tosupport30TBofstoragethatisindexedformetadata,youneed8TBindexedforfull-textsearchandextractedtext(snippetcache)of8TBforauto-classification.Atotalof1.9TBofstorageisrequired(metadata:330GB,full-text:800GB,snippetcache:800GB).

DataServerperformanceisimpactedbytheIOPSavailablefromthestoragesubsystem.ForeachDataServerundermaximumworkload,atleast650IOPSgenerallydeliversacceptableperformance.Inthesituationswherethereisahighloadonthesystem,the

IOPSthatisusedcanreachupto7000withmainwriteoperations.

Parenttopic:Deploymentplanning

NetworkandportrequirementsDatasourcesandtypescandrasticallyimpactthescaleandscopeofwhatneedstobedeployed.Thecomplexityofthesourcedirectlyaffectsthenumberofdataserverstobedeployed,forexample,exchangeversussimpletextdocumentsinaCIFSlocation.

Youmustenablenetworkconnectivityfromthefollowinglocations:

ThedataserverIPaddresstothegatewayIPaddressonport11103.ThegatewayIPaddresstoandfromtheappstackIPaddressonports8765and5432.Ports80,443,and22fromtheadministrativeuser'sworkstation(placefromwhichtheadministratoriscompletingworkwithIBM®StoredIQAdministrator)totheapplicationstackanddataserverIPaddresses.Port22fromtheadministrativeworkstationtotheGatewayIPaddress.

EnvironmentsizingguidelinesTosizeanenvironmentprecisely,youmustunderstandthefactorssuchasharvestfrequency,complexityofthesource,andusecasescenariosthatdriveapplicationuseandactionexecution.

ThegeneraldesignguidelinesfortheIBM®StoredIQrelease7.xisasfollows:

Onedataserverper30TBsoffileshares.Variesdependonnumberofvolumes,objectspervolume,andobjecttypesOnegatewayper50dataservers.Oneapplicationserver.NFSisslightlyfasterthanCIFSformetadataonly,butassumeCIFS/NFSevenforthisexercise.Full-contentprocessingoffile(Forexample,.ZIP,.RAR,.GZ)andemailarchive(.PST,.NSF,.EMX)processingareslowerasitemsmustbeextractedfromthearchives.Ifthereisasignificantnumberofthesefilesinthefilesystemandtheyarenotexcludedfromcontentprocessing,thefull-contentprocessingratecanbetoohigh.Untilyouhaveaninitialindexofthefilesystem,youdonotknowhowtoweighfull-contentprocessingofarchives.Anobject/timemetricisappropriateformetadataonlyNOTcomputingahash,membershipintheNationalInstituteofStandardsandTechnology(NIST)orenumeratingobjectsthatarecontainedinarchives.Convertingittoabytes/timemetricisafunctionoftheaverageobjectsizeandmightvarytremendously.Anaverageobjectsizeof250KBwasusedforthemetricthatisprovidedearlier.Abytes/timemetricisappropriateformetadata-onlycomputingahashandfull-contentprocessing.Theobjectpersecondratecanvarytremendouslydependingontheobjecttypeandsizesencountered.Forexample,processinganemailorfilearchiveismuchmoreexpensivethanaPDFdocument.Metadata-onlynotcomputingahash,membershipintheNISTlist,orenumeratingobjectsthatarecontainedinarchivesisrequestingonlythefile-attributeinformationfromtheNAS.Individualfilesarenotopenedandread.Theprocessingrateishigh,butthatdoesnottranslateintoalargeamountofdatathattraversesanetworkbetweentheNASanddataserver.Thebytes/timeratedoesnottranslateintobytesservedbytheNASandsentoverthenetwork.Metadata-onlycomputingahash,membershipintheNISTlist,orenumeratingobjectsthatarecontainedinarchivesopensandreadsthecontentsofeachfile.ThecontentofallrequestedfilestraversesthenetworkbetweentheNASanddataserver.ThemaximumloadthatthedataservercanplaceonaNASismetadata-onlyprocessing.Itrequiresallfilecontenttobereadtocomputeahashorenumerateobjectsthatarecontainedinarchives.Thebytes/timeratetranslatesintobytesservedupbytheNASandnetworktrafficthatmustbeconsidered.Full-contentprocessingopensandreadsthecontentsofeachfiletoextractalltext.ThecontentofallrequestedfilestraversesthenetworkbetweentheNASanddataserver.Theprocessingtimetoenumeratearchives,extracttext,indexwords,andextractentitiesonthedataserverreducestheratethatdataisrequestedfromaNAScomparedtometadata-onlywithfullhash.Thebytes/timeratetranslatesintobytesservedupbytheNASandnetworktrafficthatmustbeconsidered.Theinterrogatorprocesscountonthedataserverfor"metadataonlynotreadingallcontentindexing"canbesettofourforoptimalperformance.Theinterrogatorprocesscountforallotherprocessingthatinvolvesreadingallcontentisassumedtobetwoperdataserver.Theinterrogatorcountcanbeviewedasthenumberofclientconnectionsthataremadetoadatasourceactivelyrequestingdata.Itisimportantforcapacityplanningforthedatasource.Thedataserversareassumedtobe"networkclose"totheNASdatasources.Networklatencyunder10mswithatleast1000Mbpsbandwidthisassumed(connectedthroughlocalareanetwork).Thedataserversneedalowlatencyhigh-bandwidthconnectiontoaNASdatasourceforacceptableindexingperformance.Thegatewayandapplicationstackcanbelocatedremotelyfromthedataservers.

Networkconnectionswithlatencygreaterthan10msandbandwidthofatleast2+Mbpsareacceptable.

VMwarevSphererequirements

VMwarevSpherev5.xorgreater.VMwarevirtualmachineversion8.0orlater.VMwarelicensetoenabletherequiredprocessorcoresandmemoryforthevirtualmachine.

Stack-provisioningprerequisitesBeforeadeployment,verifythatyoumeettheseprerequisites.

Atleastonephysicalserverwithsufficientprocessor,RAM,andharddiskconfigurationfortheplannedmanagementproject.VMwareESXorESXionCD/DVDorUSBdrive.IPaddresses,cables,andphysicalswitchportsforatleasttheESXi/ESXinterface,onedataserver,onegatewayserver,andoneapplicationstack.Networkconnectivitythatisenabledfromthefollowinglocations:

ThedataserverIPaddresstothegatewayIPaddressonport11103ThegatewayIPaddresstoandfromtheapplicationstackIPaddressonport8765Ports80,443,and22fromtheadministrativeworkstationtotheapplicationstackanddataserverIPaddressesPort22fromtheadministrativeworkstationtothegatewayIPaddress.

NetworkconnectivitythatisenabledfromthedataserverIPaddresstoanydatasourcestobeharvestedandmanaged.Amanagementstationcomputerornotebookfromwheretheload-managementworkisdone.

Parenttopic:Deploymentpreparation

DeploymentofIBM®StoredIQPlatformThefollowingsectionsdescribehowtodeploythevirtualappliances.

OpenVirtualizationFormat(OVF)AnOVFisafileformatthatallowsfortheexchangeofvirtualappliancesacrossproductsandplatforms.DeployingthevirtualappliancesUsevSphereClienttodeploythevirtualappliancestoanESXserver.ThreeOVAsneedtobedeployedinthisorder:thegateway,dataserver,andapplicationstack.

OpenVirtualizationFormat(OVF)AnOVFisafileformatthatallowsfortheexchangeofvirtualappliancesacrossproductsandplatforms.

TheOVFformatofferstheseadvantages:

OVFfilesarecompressed,allowingforfasterdownloads.ThevSphereClientvalidatesanOVFfilebeforeitimportsitandensuresthatitiscompatiblewiththeintendeddestinationserver.Ifthevirtualapplianceisincompatiblewiththeselectedhost,itcannotbeimported,andanerrormessageappears.AnOVFcanencapsulatemultitieredapplicationsandmorethanonevirtualmachine.

ThebasicdifferencesbetweenOVFsandOVAsareasfollows:

AnOVFisacollectionofitemsinasinglefolder.Mostcommonly,itisadescriptionfile(.ovf),amanifestfile(.mf),andvirtualmachinestatefiles(*.vhdor*.vmdk).AnOVAisasinglefile.TheOVAistheOVFfoldercontentsthatareallcompressedintoasinglefile.TheOVAisusedwhenyouwanttotakeanOVFandshareit,orgiveitasadownload.TheOVAneedstobeopenedintotheOVFbeforeitcanbeused,althoughitisnotnecessarywhenyouuseVMware.Thisstepisautomaticallyconductedduringimport.BothOVFandOVAfilescanbedirectlyimportedintovCenterandvSphere.

Parenttopic:DeploymentofIBMStoredIQPlatform

DeployingthevirtualappliancesUsevSphereClienttodeploythevirtualappliancestoanESXserver.ThreeOVAsneedtobedeployedinthisorder:thegateway,dataserver,andapplicationstack.

BeforeyoubeginEnsurethatallprerequisitesforthedeploymentaremetbeforeyoustartthistask.

AboutthistaskThenumberofdataserverOVAsdeployeddependsuponthenumberofdataserversneeded.EachdataserverrequiresaseparateOVAdeployment.

Procedure1. ConnecttoESXserverorvCenterserver.2. FromtheFilemenu,selectDeployOVFTemplate.3. FollowtheDeployOVFTemplatewizard.4. OntheSourcepage,completethesesteps:

a. SelectFile>Deploy.b. BrowseandselecttheappropriateOVA,andthenclickNext.

5. ReviewtheOVFTemplateDetails.Note:Thestoragerequirementsarecriticalforlaterselectingadatastoreinthedeployment.

6. ClickNext.7. OntheNameandLocationpage,namethedeployedtemplateorusethedefaultname.8. OntheHost/Clusterpage,selectthehostandclusterwherethedeployedOVFtemplate

runs,andthenclickNext.9. OntheResourcePoolpage,selecttheresourcepoolwherethedeployedOVFtemplate

runs,andthenclickNext.10. OntheStoragepage,selectadatastoreonwhichtostorethedeployedOVFtemplate

files,andthenclickNext.11. OntheDiskFormatpage,selectthediskformattobedeployed.

Note:ThoughThinProvisionsavesdiskspace,itcannegativelyaffectperformance.Ifpossible,selectThickProvisionLazyZeroed.

12. ClickNext.13. ForNetworkMapping,mapthenetworktotheappropriatenetworkinthelist,andthen

clickNext.14. OntheReadytoCompletepage,reviewthedeploymentsettingsandthenclickFinish.

Parenttopic:DeploymentofIBMStoredIQPlatform

InstallationofIBMStoredIQPlatformAftertheOVFdeployment,proceedtoinstalltheIBM®StoredIQPlatform.

Note:YoucaninstallIBMDesktopDataCollectoronlyafteryoufinishconfiguringthedataservers.ForinformationaboutinstallationofIBMDesktopDataCollector,seeInstallingIBMDesktopDataCollector

InstallingthegatewayanddataserversToinstallthegatewayanddataservers,youmustturnonthevirtualmachinefirst.

Procedure1. StarttheconsoleforthevirtualmachineinvCenter.2. SelectIAgreetoaccepttheCENTOSlicenseagreementandthenpressEnter.3. GotoIAgreetoaccepttheIBMlicenseagreement.4. FromtheCorporateNetworkConfigurationscreen,selecteitherStaticorObtainIPviaDCHP.

Toconfigurethestaticaddress,a. GatherthisinformationtocompletethestaticIPconfigurationforthesystem:Hostname,PublicNetworkIP,Netmask,Gateway,andPrimaryDNSHost.

b. GototheHostnamefieldandenterafullyqualifiedhostname.PressEnter.c. EnteranIPv4addressinthePublicIPboxandpressEnter.d. EntertheNetmaskfortheassignedIPaddressandpressEnter.e. EntertheIPaddressofthedefaultgatewayfortheIPsubnetandpressEnter.f. EntertheIPaddressforadomainnameserverandpressEnter.

ToobtainIPthroughDCHP,a. GatherthehostnameinformationtocompletetheDCHPIPconfigurationforthesystem.

b. SelectObtainIPviaDHCP.c. SelectHostnameandenterahostname.

5. Thechangepasswordpromptappears.Enterthenewpasswordtwice.TheinstallationoftheIBM®StoredIQoperatingsystemstarts.

6. Onthegatewayonly,apromptappearsaskingfortheappstack'sIPaddress.EntertheIPaddressoftheappstack.Ifyoudonotknoworareuncertainregardingtheappstack'sIPaddress,enter127.0.0.1.

Parenttopic:InstallationofIBMStoredIQPlatform

ConfigurationofIBMStoredIQPlatformAfteryoudeployvirtualappliances,youmustconfigureIBM®StoredIQPlatformbeforeyoucanfulfilltheproductinstallationprocess.

ConfiguringthegatewayUsetheSSHtooltoconfigurethegateway.ConfiguringIBMStoredIQPlatformdataserverUsetheSSHtooltologontothedataserverasroot.ConfiguringtheapplicationstackFollowthesestepstoconfiguretheapplicationstack.InstallingIBMDesktopDataCollectorIBMDesktopDataCollectordeploysfromtheIBMDataServerAdministratorinterface.Youcannotinstallituntilyoufinishconfiguringthedataserverandbringituprunning.

ConfiguringthegatewayUsetheSSHtooltoconfigurethegateway.

Procedure1. UsetheSSHtooltologontothegatewayserverasroot.2. IfyoudidnotenterthecorrectappstackIPaddresswhenyoudeploytheOVA,runthe

/usr/bin/set-appstack-ip.shscriptandthenentertheappstackIPaddresswhenprompted.Note:Thisscriptaddsanentryintothepg_hba.conffile,allowingtrustedaccesstothegatewaydatabasefromtheAppStackIP.Withoutthisaccess,reportscannotrunfromtheappstack.ThisscriptmustberunwhenevertheappstackIPaddresshappenstochange.

Parenttopic:ConfigurationofIBMStoredIQPlatform

ConfiguringIBMStoredIQPlatformdataserverUsetheSSHtooltologontothedataserverasroot.

AboutthistaskYoumustcompletethistaskforeverydataserver.

Procedure1. Runservicedeepfilerrestart.2. Enterhttps://<IPofdataserver>inthebrowserandlogintoeachdataserverwithemail

adminandpasswordadmin.3. GotoAdministration>Configuration>DAGatewaysettings.4. EntertheIPofthegatewayinthehostfield.5. Enterthenameofthedataserverinthenodenamefield.6. Restartservicesineitherofthefollowingways:

LoginasrootwithPuTTYandthentypeservicedeepfilerrestart.Gotothedataserverdashboard,clicktheAboutAppliancelink,andthenclickRestartServices.

ConfiguringtheapplicationstackFollowthesestepstoconfiguretheapplicationstack.

BeforeyoubeginEnsurethattheapplicationstackispoweredon.StartthevCenterconsoleinterfacefortheapplicationstack.

AboutthistaskTherearetwousagemodesfortheconfigurationtools.TheyareBootstrapmodeandStandalonemode.

IntheBootstrapmode,aftertheinitialbootofanapplicationstack,aseriesofscreensappear.

Procedure1. AccepttheCENTOSandIBMlicenseagreements.PressEnter.Thechangepassword

promptappears.2. EnterthenewpasswordtwiceandpressEnter.Installationoftheapplicationinterface

starts.3. Whentheinstallationfinishes,theusernameandpasswordpromptappears.4. Entertherootusernameandpasswordthatyoupreviouslychanged.Thefollowingmenu

optionsarepresented:NetworkConfigurationAppstackConfigurationCertificateConfiguration

IntheStandalonemode,theapplicationstacktoolscanbeusedatanytimetomodifytheapplicationstackconfiguration.

Table1.ApplicationstacktoolsintheStandalonemode

Tool BinaryNetworkConfiguration /siq/bin/netcfgAppstackConfiguration /siq/bin/appstackcfgCertificateConfiguration /siq/bin/certcfg

NetworkConfigurationUsethistooltoconfiguretheapplicationstacknetwork.AppstackConfigurationUsethistooltoconfigurethegeneralapplicationstacksettings,includingtheapplicationstack'sStoredIQgateway,hostnamethatisusedbymanyapplications,andtheSMTPserver.CertificateConfigurationUsethistooltogenerateacertificate.Youmustcompleteallfourfollowingstepstoensureasuccessfulconfiguration.

NetworkConfigurationUsethistooltoconfiguretheapplicationstacknetwork.

Table1.StaticIPSetting Notes

Hostname IPaddress Netmask Gateway PrimaryDNShost Restartnetworkservices Restartnetworkservicessettingsaresaved.

Table2.ObtainIPthroughDHCPSetting Notes

Hostname PrimaryDNShost Restartnetworkservices Restartsnetworkservicestoapplychanges.

Parenttopic:Configuringtheapplicationstack

AppstackConfigurationUsethistooltoconfigurethegeneralapplicationstacksettings,includingtheapplicationstack'sStoredIQgateway,hostnamethatisusedbymanyapplications,andtheSMTPserver.

Table1.AppstackConfigurationSetting Notes

Hostname ThehostnameforgeneratedURLsStoredIQGateway ThehostorIPoftheStoredIQGatewayserverSMTPServer MailserverhostorIPaddressSMTPPort Defaultsto25SMTPUser Ifsupportedbymailserver,loginusernameSMTPPassword Ifsupportedbymailserver,loginpasswordEnableTLS Ifsupportedbymailserver,enablesTLSencryptionRestartservices RestartsAppstackservicestoapplychanges

CertificateConfigurationUsethistooltogenerateacertificate.Youmustcompleteallfourfollowingstepstoensureasuccessfulconfiguration.

Note:Configuringacertificateisoptional.Toskipcertificateconfiguration,selectFinish.

Step1:Creatingself-signedrootcertificateGenerateaself-signedrootcertificate.Theresultingcertificatecanbeusedasacertificateauthority(CA).

Table1.Creatingself-signedrootcertificateSetting Notes

CommonName* Thenameofthecertificate(Required).EmailAddress* Country(two-letter)*

AnacceptableentryisanISO-3166-1alpha-2code.Alistingisavailablehere.

State/Province* City* Organization* Department* Keylength Thelengthofthekeytobecreated.Defaultis2048.Daystoexpire* Thedaysbeforethecertificateexpiration.Defaultis3650.Rootkeylocation* Thelocationofthekey.Oneiscreatediflocationdoesnotexist.Rootcertificatelocation Theoutputlocationoftherootcertificate.

Note:*meansthatthesettingisrequired.Step2:Creatingcertificatesigningrequest

Generateacertificatesigningrequest(CSR)tobesignedbyacertificateauthority.TheprocesscreatesakeyorusesaprovidedkeyandgeneratetheCSRfromit.Note:CommonnameinStep2mustbedifferentfromthecommonnameofStep1.

Table2.CreatingcertificatesigningrequestSetting Notes

CommonName* Thehostnameoftheappstack.ItmustmatchthedomainoftheURLthatyouuse.

EmailAddress*

Country(two-letter)* AnacceptableentryisanISO-3166-1alpha-2code.Alistingisavailablehere.

State/Province* City* Organization* Department* Keylength Thelengthofthekeytobecreated.Defaultis2048.

Keylocation* Thelocationofthekey.Oneiscreatedifthelocationdoesnotexist.

Certificaterequestlocation*

TheoutputlocationoftheCSR.

Note:*meansthatsettingisrequired.Step3:Signingrequestwithrootcertificate

Signaprovidedcertificate-signingrequestwithacertificateauthorityeligiblerootcertificate.

Table3.SigningrequestwithrootcertificateSetting Notes

Daystoexpire*Thedaysbeforecertificateexpiration.Defaultis3650.

Certificaterequestlocation* ThelocationoftheCSRtosign.Certificatelocation* Theoutputlocationofthesignedcertificate.Rootkeylocation* Thelocationoftherootkey.Rootcertificatelocation* Thelocationoftherootcertificate.Note:*meansthatsettingisrequired.

Step4:UpdatingAppstackHTTPScertificateUpdatetheapplicationstacktousetheprovidedcertificateandkeyforHTTPSaccess.

Table4.UpdatingAppstackHTTPScertificateSetting Notes

Keylocation* Thelocationofthekey.Certificatelocation* Thelocationofthecertificate.Note:*meansthatsettingisrequired.

InstallingIBMDesktopDataCollectorIBM®DesktopDataCollectordeploysfromtheIBMDataServerAdministratorinterface.Youcannotinstallituntilyoufinishconfiguringthedataserverandbringituprunning.

Procedure1. Enterthehttps://IPaddressofthedataserverinthebrowser.2. Enteradminintheemailfieldandpasswordadminontheloginpage.3. UndertheAdministrationtab,clicktheConfigurationtab.4. ClicktheDesktopSettingslinkundertheApplicationcolumnontheSystem

Configurationpage.5. ClicktheDownloadthedesktopclientinstallerlink.6. ClickRunwhentheinstallerwindowprompts.7. CompletetheinstallationstepsintheInstallShieldWizard.8. Aftertheinstallationiscomplete,IBMDesktopDataCollectorappearsasvolumesonthe

primarydatasourcepageofthedataserverandintheIBMStoredIQAdministratorinterfaceontheapplicationstack.

CreatingatemplatefromtheIBMStoredIQOVAOVAscanbemodifiedtofituniquedeploymentscenarios.

AboutthistaskWhilebuildingcustomOVAconfigurationscanbedone,configuringtheOVAcanmaketheresultingvirtualmachineinstanceunstableorunusable.ToensurequalityimplementationofIBM®StoredIQPlatform,contactIBMsupportbeforeyoustartthecustomOVAconfiguration.

ThefollowinginformationprovidesareferenceprocedureforcreatinganewtemplatefromtheIBMStoredIQOVAbeforeyoudeploythedataserver.UsethevSphereClienttocreatethenewtemplate.

Procedure1. DeployOVAtocreateinstanceofthevirtualmachine.

Note:DonotpoweronthevirtualmachineaftersuccessfuldeploymentoftheOVA.2. Right-clickonthevirtualmachineandselectEditSettings.3. Changetheprocessorandmemoryasneeded.4. Tochangethesizeofadisk,firstremoveitssizeandthenaddbackthesizeyouwant.

Note:Donotusethismethodtoresizetheprimarydisk.5. ClickFile>Export>ExportOVFTemplate.

EditingtheOVFfileIfyouneedtoscaledownthesizeoftheindexdriveonthedataservers,youcanedittheOVFfile.

BeforeyoubeginToprepareyoursystemforthechangeoftheOVFfile,youneed:

AreleasedStoredIQDataServerOVAAsystemwiththetarandopensslutilitiesandatexteditorSufficientdiskspacetounpacktheStoredIQDataServerOVA(about4GB).

AboutthistaskIfyouarecomfortablewiththeOVFmetadatastandardandOVApackaging,reducingthesizeoftheDataServerindexdrivecanbeaccomplishedbyextractingtheOVFfileandmanuallyeditingtherelevantparameters.

Procedure1. UnpacktheStoredIQDataServerOVAarchivewiththetarutilityinthecurrent

directory:tarxvf<filename>.Youcanseeatotalofthreefiles,withextensionsofovf,mf,andvmdk.gz2.

2. Editthe.ovffileinonelinewiththetexteditorofyourchoice,specifyingthesize(ovf:capacity)inGBfordisk(ovf:diskID)vmdisk.Note:Thesizefor"Harddisk2"foraproductiondeploymentmustbe300GBorgreater.300GBistheminimumsizeforametadataonlyindexfor10TBofmanagedstorage.

<Diskovf:capacity="1984"ovf:capacityAllocationUnits="byte*2^30"ovf:diskId="vmdisk2"ovf:format="http://www.vmware.com/interfaces/specifications/vmdk.html#streamOptimized"/>

3. Updatethemffilewiththesha1hashfortheovfandvmdkfileswiththeopensslutility:openssldgst-sha1<filename>.ovf,<filename>.mf,<filename>-disk1.vmdk.gz.

4. RebuildtheOVAarchivewiththetarutility.Note:Theorderofthefilelistisimportant.Theovffilemustbeaddedfirstfollowedbythemffileandthenthevmdkfile:tarcvf<filename>.ova<filename>.ovf<filename>.mf<filename>-disk1.vmdk.gz

5. Cleanupthefilesthatareaddedtotheovaarchive.rm-f*.{ovf,mf,vmdk.gz}6. DeploytheupdatedOVA.InvSphere,verifythesizeof"Harddisk2"fortheresulting

virtualmachinetoensurethatitmatchesthesizethatisspecifiedintheovffile.7. Poweronthevirtualmachineandconfigureitfromtheconsole.8. Confirmappropriateoperationofvirtualmachineafterinitialconfigurationcompletes

andthevirtualmachinerestarts.

ApplicationdatamigrationApplicationdatacanbemovedfromanoldsystemtoanewoneindifferentoperationsystems.

Youmusthaveadministrativeprivilegeswithinyourvirtuemachineenvironmenttoperformthefollowingprocedures.

MigratingdataofthedataserverYoucanmovealldatabyswappingthevirtualmachinedisk.MigratingdataofthegatewayFollowthisproceduretomigratedatainthegateway.MigratingdataoftheapplicationstackFollowthesestepstomigratedataoftheapplicationstack.EnablingpublicorprivateinfosetsWhenyouenablepublicorprivateinfosets,youmightwanttorestricttheAllDataandAllSysteminfosetstoonlythoseusersintheadministratorrole.Itgivesadministratorsmorecontrolovervolumevisibility.ItdoesnotmakesensetohaveaprivateinfosetthatrestrictsaccesstocertainvolumeswhileusersarestillabletoaccessthosevolumesthroughtheAllDatasysteminfoset.Torestrictaccesstotheseinfosets,contactyourtechnicalsupporttoruntheappropriateprocedureontheappstack.

MigratingdataofthedataserverYoucanmovealldatabyswappingthevirtualmachinedisk.

Procedure1. Locateyouroldsystemandwritedownthenameofthevirtualmachineofthesystem.2. Createacloneofthissystembeforeyouproceedtothenextstep.3. Turnofftheoldsystem.4. DeployanewsystemwiththelatestOVA.5. Turnonthenewsystem.6. GothroughalltheinitialpromptstoacceptEULA.Waitforinitializationscripttorunto

completion.Note:Itisimportanttogothroughthisprocessbeforeyouproceedtothenextstep.Withoutthisprocess,theinitializationscriptcaneraseallthedata.Ensurethatyournewsystemisinstalledandyoucanbringtheuserinterfacesuccessfully.

7. Turnoffthenewsystem.8. Right-clickthevirtualmachineandselectEditSettings.UndertheHardware,youcan

seeHardDisk1,HardDisk2,HardDisk3installedonSCSI(0:0),SCSI(0:1),SCSI(0:2).9. SelectHardDisk2,whichis2TBdisk,andclickRemove.10. UnderRemovaloptions,selectRemovefromvirtualmachineandclickOK.Ittakesa

momentforthedrivetoberemoved.11. Right-clickthenewvirtualmachineandselectEditSettingsagain.12. UndertheHardwaretab,youcanseeHardDisk1,HardDisk2.ClickAdd....13. UnderDeviceType,selectHardDiskandclickNext.14. UnderSelectaDisk,selectUseanexistingvirtualdiskorReuseapreviouslyconfigured

virtualdisk.15. UnderSelectExistingDisk,browsetoDiskFilePath,wheretheoldVMdiskwiththe

datatobemigratedis.Forexample,[XXVMDatastore]centosX/centosX_vmdk16. UnderAdvancedOptions,selectVirtualDeviceNodeSCSI(0:1).17. UnderReadytoComplete,reviewtheselectionoptionscarefullyandclickFinishtoadd

thehardware.Ittakesamomentforthedrivetobeadded.18. Right-clickthenewsystemandselectEditSettings.Youcanseethreeharddisks.19. Turnonyournewsystem.Ensurethatallthedeepfilerservicesareupandrunningand

starttheuserinterface.20. Verifythatallthedatawasmovedsuccessfully.Afterverification,youcandeletetheold

system.Note:ThedrivethatwasusedforaswapisstilllocatedunderoldvirtualmachinefolderintheVMwaredatastore.

Parenttopic:Applicationdatamigration

MigratingdataofthegatewayFollowthisproceduretomigratedatainthegateway.

Procedure1. Logontoyouroldsystemandrunthiscommand:pg_dumpall-Udfuser-c-fdb_file.out.A

fileiscreated.2. Bringthenewvirtualmachineupandrunning.3. Sshintothenewvirtualmachine.ThefilethatiscreatedinStep1cannowbemoved

overtothenewvirtualmachineandusedtorestorethedataonthenewsystem.4. Followthesecommands:

a. Stopallservicesonthenewvirtualmachine:servicesiqinitstopb. Verifythattheservicesarerunning:servicedeepfilerstatusc. Starttherestoreprocess:psql-Upostgres-dpostgres-fdb_file.outd. Restarttheservices:servicesiqinitrestarte. Verifythattheservicesarerunning:servicedeepfilerstatus

5. WhentheservicesareupandrunningonRedhatvirtualmachine,loginthroughtheuserinterfaceandverifywhetherthedatawasrestoredsuccessfully.

MigratingdataoftheapplicationstackFollowthesestepstomigratedataoftheapplicationstack.

Procedure1. Logontotheapplicationstacksystem.2. Runthiscommand:/siq/env/postgresql/bin/pg_dumpall-Upostgres-c-fdb_file.outAfile

iscreated.3. Bringthenewvirtualmachineupandrunning.4. Sshintothenewvirtualmachine.ThefilethatwascreatedinStep2cannowbemoved

overtothenewvirtualmachineandusedtorestorethedataonthenewsystem.5. Followthesesteps:

a. Starttherestoreprocess:/siq/env/postgresql/bin/psql-Upostgres-dpostgres-fdb_file.out

b. Restarttheservices.c. WhentheservicesareupandrunningonRedhatvirtualmachine,loginthroughthe

userinterfaceandverifywhetherthedatawasrestoredsuccessfully.d. Copy/etc/siq/gateway/yamland/etc/siq/local.yamlovertothenewsystem.

EnablingpublicorprivateinfosetsWhenyouenablepublicorprivateinfosets,youmightwanttorestricttheAllDataandAllSysteminfosetstoonlythoseusersintheadministratorrole.Itgivesadministratorsmorecontrolovervolumevisibility.ItdoesnotmakesensetohaveaprivateinfosetthatrestrictsaccesstocertainvolumeswhileusersarestillabletoaccessthosevolumesthroughtheAllDatasysteminfoset.Torestrictaccesstotheseinfosets,contactyourtechnicalsupporttoruntheappropriateprocedureontheappstack.

AboutthistaskTheprocedurethatisoutlinedhererestrictsaccessoftheAllDataandAllSystemsysteminfosetstoonlythoseusersintheadministratorrole.Thepublicorprivatefeaturedoesnotapplytothesetwoinfosets.Thisscriptremovestheconvenienceofthesesysteminfosetsthatareseenbyallusers.Agoodpracticeofenablingthisfeatureistocreatethesysteminfoset,whichcontainsallvolumesthatmustbepublic.

Procedure1. SSHontotheappstack.2. OpenPostgresandrunthisscript:

#!/siq/bin/ipython#Thisisautilitytogenerateapublicmixed-levelsysteminfosetfromallcurrentlyactivevolumes#makesuretochmoda+xthisfiletomakeitexecutablefromdatetimeimportdatetimefrommesh.standardimportbindfrommesh.transport.httpimportHttpClientclassBindings(object):def__init__(self):self.models={}defbind(self,url,bundle,targets,mixins=None):client=HttpClient(url,bundle=bundle).register()forname,pathintargets.iteritems():self.models[name]=bind(client.specification,path)defexpose(self,instance_name='bindings'):ip=get_ipython()fornameinself.models:ip.ex("%s=%s.models['%s']"%(name,instance_name,name))bindings=Bindings()bindings.bind('http://localhost:9998/','docket.entity',{'Infoset':'docket.entity/1.0/enamel/1.0/infoset',},['enamel.husk.infoset'])bindings.bind('http://localhost:9999/api.enamel','enamel',{'DataSource':'enamel/1.0/datasource',})bindings.expose()formatted_time=datetime.now().strftime('%b%d,%Y%H:%M:%S')public_all_data_objects_name='PublicAllDataObjects-{0}'.format(formatted_time)datasources=DataSource.query().filter(status='active').all()composition={'type':'datasource-list','datasources':[{'id':ds.id}fordsindatasources]}

public_all_data_objects=Infoset.create(name=public_all_data_objects_name,description=public_all_data_objects_name,type='mutable',composition=composition)print'Createdinfoset:',public_all_data_objects_name

CustomizablereportsReportingisakeystepwithinthedata-managementprocessasitvalidatesthatprocesseswerecompletedcorrectlywithinIBM®StoredIQ.

Note:Youmustenablespecificconfigurationsettingstoutilizethisfunctionality.ContactIBMLabServicesforfurtherassistance.Youcancustomizereportsinanyofthesescenarios:

Modifyreportstocarryyourorganization'scustomstyles,logos,aligningthemwithotherorganization-basedartifactsanddocumentation.Altertheformatofthecontentreportedinexistingreports.Forexample,youcanaddmorecolumns,switchaxesinagraph,changetheunitsforsomevalues.Designreportstocontaininformationthatisnotfoundinother,existingreports.

UsingODBCoranyclientthatsupportsremoteaccesstoPostgreSQL,youcanconnecttoeithertheIBMStoredIQappserverorthegateway,locatingaschemathatisnamedreport_schema.Onboththeseservertypes,report_schemacanbeaccessedremotelybylogginginasareportuser,whichisanaccountthatiscreatedforthepurposesofreportingonIBMStoredIQdata.

Note:Contactyouradministratorforreportusercredentialsfortheappstackandgateway.

AppstackThesetablesareavailableforreporting(withSELECTaccessonly)fromthereport_schemaontheenameldatabaseontheappstack.

infosetinfoset_overlaynamed_filterquery_filter

ThesetablesprimarilycarryinformationaboutinfosetsandfiltersthatarecreatedinIBMDataWorkbench.

GatewayThesetablesareavailableforreporting(withSELECTaccessonly)fromthereport_schemaonthedfdatadatabaseonthegateway.

distribution_by_accessedtimedistribution_by_filetypedistribution_by_sizedistribution_by_filesystemdistribution_by_modtimedistribution_by_objectclassdistribution_by_objectclass_by_owners_by_agedistribution_by_objectclass_by_owner_by_filetypedistribution_by_objectclass_by_owner_by_sizedistribution_by_objectclass_by_ownerdistribution_by_owner_by_createdtimedistribution_by_owner_by_modtimedistribution_by_owner_by_accessedtimedistribution_by_owner_by_filetypedistribution_by_owner_by_sizevolumes

The"volumes"tablelistsallthedatasourcesthataredefinedonalldataservers.Thetablesthathave"distribution"intheirprefixescarrysummarizedinformationforvariousmetricsforeachinfoset.TheinfosetsarereferencedbytheirIDshere.Themappingtotheirnamesisavailablefromtheappstacktables.Each"distribution"tablereportssummariesfor"nodecounts"(numberofdataobjectsinagrouping)and"totalsize"(totalsizeinbytesofdataobjectsinagrouping).

InstallingtheBIRTReportDesignerTheBIRTReportDesignerprovidescorereportingfeaturessuchasreportlayout,datasourceconfiguration,andscriptingfeaturesthatrendercontentandlayoutdynamicallyduringreportgeneration.InstallingtheBIRTReportDesignerisarequirementforcustomizingreports.UploadingthereportdesignIBMStoredIQsupportsuploadingareportdesigninaZIPpackage.Reportdesignsareexpectedtobeintherptdesignformatwithinthecompressedfile.Currently,onlyonerptdesignisexpectedtobepresentwithinacompressedfile.Thedesigncanuseoneormore.CSSstylefilesandoneormoreimagefiles,whichcanallbepackagedwithinthecompressedfile.DeployingfontsBydefault,theIBMStoredIQreportingenginesupportsonlycertainfontsthatareprovidedwiththeproduct.ChangingthereportuserpasswordIfneeded,thepasswordforthereportuseraccountonboththegatewayandtheappstackcanbechanged.

InstallingtheBIRTReportDesignerTheBIRTReportDesignerprovidescorereportingfeaturessuchasreportlayout,datasourceconfiguration,andscriptingfeaturesthatrendercontentandlayoutdynamicallyduringreportgeneration.InstallingtheBIRTReportDesignerisarequirementforcustomizingreports.

Procedure1. InstallEclipse,whichcanbedownloadedfromhttp://download.eclipse.org/.2. DownloadBIRTfromhttp://download.eclipse.org/birt/downloads/.Note:SeveraldifferentpackagescontainBIRT.Youneedtheall-in-onedownload,whichmustbeinstalledonyourworkstation,specificallyBIRTversion4.3.2.YoucanalsoplaceBIRTintoyourexistingEclipseenvironmentwiththeEclipseUpdateManager-BIRTUpdateSite.

InstallingtheJDBCdriverAJDBCdriverisneededtoworkwithremotePostgreSQLdatabaseswithBIRT.AddingdatasourcesThegatewayandappstackdatabasesactastheprimarydatasourcesformostreportingprojects.SettingreportparametersSomereportparametersmustbeprovidedwhenyourenderthereport.AddingdatasetsAreport'schartsandtablesarebuiltondatasets,whichcaneitherusedatafromthegatewayorfromtheappstack.Youcanalsodefineajointdatasetthatjoinsdatasetsfromboththeappstackandthegateway.TestingreportdesignsReportdesignerscantesttheirdesignsintheBIRTReportDesigneritselfusingthepreviewfeature,whichisanHTMLrenderingofthereport.

Parenttopic:Customizablereports

InstallingtheJDBCdriverAJDBCdriverisneededtoworkwithremotePostgreSQLdatabaseswithBIRT.

Procedure1. Downloadthepostgres_9.2JARfilefromthehttp://jdbc.postgresql.org/download.html.2. StartEclipse.ClickFile>New>Project,andinBusinessIntelligenceandReporting

Tools,selectReportProject.3. ClickNew>Report,andintheAddanewDataSourcedialogbox,selectJDBCData

Source.4. ClickNext,andthencompletethetextboxeswithintheEditDataSourcedialogbox.5. ClickManageDrivers.6. ClickAddtoaddthedownloadedPostgreSQLJDBC.JARfile.

Parenttopic:InstallingtheBIRTReportDesigner

AddingdatasourcesThegatewayandappstackdatabasesactastheprimarydatasourcesformostreportingprojects.

AboutthistaskWhenyoucreateadatasourceforeitherthegatewayorappstackdatabase,becertaintoselectJDBCDataSourceasthedatasourcetype.

Procedure1. IntheDriverClasstextbox,enterorg.postgresql.Driver(v9.2)2. IntheDatabaseURLtextbox,enterjdbc:postgresql://x.x.x.x/enamel,wherex.x.x.xisthe

IPaddressorDNSresolvablehostnameoftheappstack.Note:Whenthedatasourcethatisbeingcreatedisforthegateway,thisURLisused:jdbc:postgresql://x.x.x.x/dfdata,wherex.x.x.xistheIPaddressorresolvablehostnameofthegateway.

3. IntheUserNametextbox,enterreportuser.4. InthePasswordtextbox,enterthepasswordthatisassociatedwiththisusername.

Note:Youradministratormightsetdifferentpasswordsfortheappstackandthegateway.Contactyouradministratortoreceivethispassword.

5. ClickTestConnectiontoensurethataconnectioncanbeestablishedwiththeremotedatabase.

CreatingaconnectionprofileWhenyoucreatedatasourcesrepeatedly,youcancreateaconnectionprofileasanalternative.

Procedure

1. Whenyoucreateanewdatasource,clickCreatefromaconnectionprofileintheprofilestore.

2. FromSelectaConnectionProfile,clickNew.3. ClickNewandthenselectBIRTJDBCDataSource,providingtheconnectiondetails

specifictoeithertheappstackorthegateway.4. IntheSpecifyfilenametextbox,enteranameforyourconnectionprofile.

Results

Aftertheconnectionprofileiscreated,itcanbereusedwhenyoucreateanewdatasource.SelectCreatefromaconnectionprofileintheprofilestoreandthenbrowsetoselecttheprofilefromtheavailablelist.

SettingreportparametersSomereportparametersmustbeprovidedwhenyourenderthereport.

AboutthistaskCurrently,IBM®StoredIQsupportsonlyonereportparameter,whichmustmaptoInfoSetID.Itistheonlyparameterthatcanbesuppliedwhenyourenderthereport.

Procedure1. Createareportparameter.2. Enterausefulnamesuchasinfoset_id.3. Forthemessagethatmustbedisplayedtotheuserthatrendersthereport,enterthe

textinthePrompttexttextbox.4. SelecttheappropriateDataType,DisplayType,andIsRequiredvalues.ForanInfoSet

IDparameter,thesevaluesmustbesettoString,TextBox,orTrue.

AddingdatasetsAreport'schartsandtablesarebuiltondatasets,whichcaneitherusedatafromthegatewayorfromtheappstack.Youcanalsodefineajointdatasetthatjoinsdatasetsfromboththeappstackandthegateway.

Procedure1. Tocreateanappstackdataset:

a. Createadataset.b. Selectthepreviouslynameddatasourcethatreferencestheappstack.c. Enteravalidname.d. EnteranSQLquerythatfetchessomedatabackfromthereport_schema.Ifyourdata

settargetsinfosetdata,itcarriesawhere-clausethatlookslikewhereinfoset_id=?.The?denotesthatareportparametermustbeusedhere.

e. IfareportparameteristobeusedintheSQLquery,youmustaddaparametertothedataset.

ClickParameters>New.ChangetheLinkedtoReportParametervaluefromNonetothenameofyourreportparameterthatiscreatedduringdatasetcreation.

2. Tocreateagatewaydataset:a. Createadataset.b. Selectthepreviouslynameddatasourcethatreferencesthegateway.c. Enteravalidname.d. EnteranSQLquerythatfetchessomedatabackfromthereport_schema.Ifyourdata

settargetsinfosetdata,itcarriesawhere-clausethatlookslikewhereinfoset_id=?::uuid.The?denotesthatareportparametermustbeusedhere.Thetype-casttouuidisimportantonthegateway.

e. IfareportparameteristobeusedintheSQLquery,youmustaddaparametertothedataset.

ClickParameters>New.Acceptthedefaultvaluesinthisdialogbox;however,theLinkedtoReportParametervaluemustbechangedfromNonetothenameofthereportparameterthatiscreatedinthepreviousstep.

TestingreportdesignsReportdesignerscantesttheirdesignsintheBIRTReportDesigneritselfusingthepreviewfeature,whichisanHTMLrenderingofthereport.

AboutthistaskBeforeyouuploadthecustomizedreport,youmustpreviewthereportasbothHTMLandasaPDF.Ithelpstoensurethatthereportrendersproperlyontheappstack.

Procedure1. InEclipse,openyourcustomdesign.2. ClickPreviewtoviewtheHTMLpreviewofthecustomreport.3. ClickRun>Runas>PDFtoviewthePDFrenderingofthereport.

UploadingthereportdesignIBM®StoredIQsupportsuploadingareportdesigninaZIPpackage.Reportdesignsareexpectedtobeintherptdesignformatwithinthecompressedfile.Currently,onlyonerptdesignisexpectedtobepresentwithinacompressedfile.Thedesigncanuseoneormore.CSSstylefilesandoneormoreimagefiles,whichcanallbepackagedwithinthecompressedfile.

AboutthistaskTobettermanagetheartifactssuchastheimagesandstylesheetsforasinglereportdesignpackage,youmustdooneofthefollowingtasks.Byselectingoneofthereport-designmanagementoptions,youcanmanageallimagesandstylesheets.Theyareusedbythedesigninasinglelocation,makingthecreationoftheZIPpackageeasierasyoucompressafolder.

Createaprojectforeachreportdesign.Itmeansthateachprojectcontainsonlyonerptdesign.Createafolderforeachreportdesignwithintheproject.Itmeansthateachfoldercontainsonlyonerptdesign.

Additionally,theuploadedcompressedfilemustmeetthefollowingrequirements:

Itcontainsonlyonerptdesignfileandusesthefileextension.rptdesign.AllCSSandimagesthatarereferencedfromtherptdesignarealsopresentwithinthecompressedfile.Onlyonereportparameterisdefinedintherptdesign.Imagesusetheseextensions:.bmp,.jpg,.jpeg,.jpe,.jfif,.gif,.png,.tif,.tiff,.ico,or.svg.Stylesheetsmustusethe.cssfileextension.

DeployingfontsBydefault,theIBM®StoredIQreportingenginesupportsonlycertainfontsthatareprovidedwiththeproduct.

AboutthistaskBydefault,theIBMStoredIQreportingenginesupportsthefollowingfonts:

icon-webfont.ttfubuntu-bold-italic.ttfubuntu-bold.ttfubuntu-medium-italic.ttfubuntu-medium.ttfubuntu-regular-italic.ttfubuntu-regular.ttf

Procedure1. Deploythefontstotheappserver.Copythefontstothisfolderontheappstack:/usr/share/fonts/default/TrueType.Note:OnlyTrueTypeFontsaresupported.Ifafontisusedinthereportdesignandisnotdeployedcorrectlyontheappstack,thedefaultTimesNewRomanfontisusedwhenyourenderthereport.

2. RestartIBMStoredIQservices.IBMStoredIQservicesmustberestartedontheappstackafternewfontsaredeployed.

ChangingthereportuserpasswordIfneeded,thepasswordforthereportuseraccountonboththegatewayandtheappstackcanbechanged.

Procedure1. Tochangethepasswordforthereportuserontheappstack:

a. Logintotheappstackoversshasroot.b. Runthe/siq/bin/change_reportuser_passwordscriptwiththenewpasswordforthe

reportuserasaparameter.2. Tochangethepasswordforthereportuseronthegateway:

a. Logintothegatewayoversshasroot.b. Copythe/siq/bin/change_reportuser_passwordfromtheappstack.c. Runthisscriptwiththenewpasswordforthereportuserasaparameter.

InstallingtheLivelinkAPIsTheLivelinkAPIrequirestheinstallationofthelapi.jar,whichisprovidedbyitsvendor,OpenText,underlicensetotheircustomers.IBMcannotredistributethisfile.Atinstallation,youmustcopythisfiletoeachdataserverinthe/usr/local/IBM/ICI/vendordirectory.ItislikelytobefoundontheLivelinkserverintheC:\OPENTEXT\application\WEB-INF\libdirectory.However,Livelinkinstallationscanvary;youmustconsultthecustomer'sdocumentationtolocatethelapi.jarfile.

Procedure1. Locatethelapi.jarfilebygoingtoC:\OPENTEXT\application\WEB-INF\lib.

Note:Installationsvarybycustomer.Ifthelapi.jarfileisnotintheC:\OPENTEXT\application\WEB-INF\libdirectory,consultthecustomer'sdocumentation.

2. Copythelapi.jarfiletoeachdataserverinthe/usr/local/IBM/ICI/vendordirectory.

AdministeringIBMStoredIQIBM®StoredIQsolutionsprovideservicestomanagetheIBMStoredIQAdministratorapplicationanddataservers.

WiththeservicesfortheIBMStoredIQAdministratorapplication,youcanmanage:

DataserversandvolumesSysteminfosetsUsersActionsTargetsetReportsAuto-classificationmodelsConcepts

Withtheservicesforthedataservers,youcanmanage:

SystemadministrationIBMStoredIQPlatformconfigurationVolumesanddatasourcesDataharvestingJobconfigurationDesktopcollectionFoldersAuditsandlogsDeploymentofcustomizedwebservices

AdministeringIBMStoredIQAdministratorUseIBMStoredIQAdministratortoconfigureshares,createsysteminfosets,manageusers,targetsets,andactions,andcreatereports.AdministeringIBMStoredIQPlatformDataServerThefollowingtopicsprovideinstructionsonhowtoconductadministrativetaskssuchasadministeringappliance,configuringIBMStoredIQPlatform,andcreatingvolumesanddatasource.

AdministeringIBMStoredIQAdministratorUseIBM®StoredIQAdministratortoconfigureshares,createsysteminfosets,manageusers,targetsets,andactions,andcreatereports.

OverviewofIBMStoredIQAdministratorDataServersandVolumesTheDataServersandVolumespageofIBMStoredIQAdministratorcontainstheDataDashboard,whereyouseealldatacurrentlyundermanagement,AllDataServerstab,AllVolumestab,andPerformancetab.SysteminfosetsSysteminfosetscanbecreatedinIBMStoredIQDataWorkbenchtoallowuserstohaveadifferentstartingpointthantheAllDataObjectsinfoset.UsermanagementFromtheUserManagementpage,userscanbedefinedandprovidedwithlogininformationsothattheycanusetheapplicationstack.ActionmanagementActionsrepresentexecutableprocessesthatactuponindexeddatawithindataservers.UsetheActionManagementpagetocreateandmodifyactionsthatareusedbyIBMStoredIQAdministrator.TargetsetsSomeactions,namelycopyactions,requireadestinationtocomplete,andatargetsetrepresentsamappingforeachdataserverofthewantedtargetvolume.Tocopyfiles,thedataservermustknowwheretocopythefileto.Eachdataservermustbeconfiguredwithalistoftargetvolumes,suchasretentionanddiscoveryexportvolumes.ReportsIBMStoredIQcontainsanumberofdefaultreportsandtheabilitytouploadareportpackage.Auto-classificationmodelsAuto-classificationmodels,alsocalledautomateddocumentcategorization,integratestheIBM®ContentClassification'sclassificationmodelintotheIBMStoredIQinfoset-generationprocess.ConceptmanagementWithinIBMStoredIQPlatform,youcanusetheconcept-managementfeaturetorelatebusinessideastoindexeddata.

Parenttopic:AdministeringIBMStoredIQ

OverviewofIBMStoredIQAdministratorIBM®StoredIQAdministratorprovidesat-a-glanceunderstandingofthedifferentissuesthatcancropupintheIBMStoredIQPlatformenvironment.TheseviewsareuniquetotheIBMStoredIQAdministratorapplication,providinganoverviewofhowthesystemisrunning.Theseviewsalsoallowaccesstovariouspiecesofinformationthataresharedacrossapplicationsorallowforthemanagementofresourcesinacentralizedmanner.

TheAdministratoristhepersonresponsibleformanagingtheIBMStoredIQPlatforminstallationatacustomersite.Thisindividualhasstrongunderstandingofdatasources,harvests,indexes,dataservers,jobs,infosets,reports,concepts,andactions.ThislistprovidesanoverviewastohowIBMStoredIQAdministratorworks.

ManagingDataServersUsingIBMStoredIQAdministrator,theAdministratorcanidentifywhatdataserversaredeployed,theirlocation,whatdataisbeingmanaged,andthestatusofeachdataserverinthesystem.VolumemanagementisacentralcomponentofIBMStoredIQPlatform.WithIBMStoredIQAdministrator,theAdministratorcansee:

WhatvolumesarecurrentlyundermanagementWhichdataserverisresponsibleforthatvolumeThestateofthevolumeafterindexingTheamountandsizeofinformationthatiscontainedbyeachvolume.

Administratorscanalsoaddvolumestodataserversthroughthisinterface.AdministeringHarvests

AdministratorscaninitiatetheincrementalorfullharvestofasinglevolumethroughtheIBMStoredIQAdministratoruserinterfacewithouthavingtologintoIBMStoredIQPlatformDataServer.

CreatingSystemInfosetsSysteminfosetsthatuseonlyspecificindexedvolumescanbecreatedandmanagedwithinIBMStoredIQAdministrator.AlthoughinfosetsareacorecomponentofIBMStoredIQDataWorkbench,systeminfosetsarecreatedasashortcutforusersinIBMStoredIQAdministrator.

ManagingUsersTheusermanagementareaallowsadministratorstocreateusersandmanageusers'accesstothevariousIBMStoredIQPlatformapplications.

ConfiguringandManagingActionsAnactionisanyprocessuponthedatathatisrepresentedbytheindexes.Actionsarerunbydataserversonindexeddataobjects.AnyerrorsorwarningsthataregeneratedasaresultofanactionarerecordedasexceptionsinIBMStoredIQDataWorkbench.Note:ActionscanbecreatedwithinIBMStoredIQAdministratorandthenmadeavailabletootherIBMStoredIQPlatformapplicationssuchasIBMStoredIQDataWorkbench.

ManagingtargetsetsProvidesaninterfacethatallowstheusertosetthewantedtargetsforspecificactionsthatrequireadestinationvolumefortheiractions.

CreatingreportsHelpsyoutocreatereportsanduploadreportpackages,helpingyoutoproducereportsaboutyourenvironment.

UsingAuto-classificationModelsDeploysnaturallanguageprocessing-baseddocumentclassificationtohelpyouidentifyrelevantdocumentsincaseswhenrelevanceisdifficulttocharacterizewithtraditionalmethods,suchasqueriesandsetoperations.

ManagingConceptsHelpsyoutorelatebusinessconceptstoindexeddata.

SwitchingbetweenapplicationsWiththeIBMStoredIQproduct,youcanswitchbetweendifferentapplications.

SwitchingbetweenapplicationsWiththeIBM®StoredIQproduct,youcanswitchbetweendifferentapplications.

AboutthistaskTheseapplicationsinclude:

IBMStoredIQDataWorkbenchIBMStoredIQeDiscoveryIBMStoredIQDataScriptIBMStoredIQPolicyManagerIBMStoredIQAdministrator

Toswitchtotheapplicationthatyouwanttoworkon,followthesesteps.

Procedure1. Withintheglobalnavigationbar,clickthewhitearrownexttothenameofthe

application.Amenuappears,listingavailableIBMStoredIQPlatformapplications.2. Inthemenu,clickthenameoftheapplicationtowhichyouwanttoswitch.

Note:Therearefiverolesforusers:administrator,datauser,discoveryuser,policyuser,andSDKuser.DifferentIBMStoredIQPlatformapplicationsareavailabletotheuser,dependingonwhatroleswereselected.AdministratorshaveaccesstoIBMStoredIQAdministratorinadditiontoIBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,andIBMStoredIQDataScript.DiscoveryusershaveaccesstoIBMStoredIQeDiscovery.DatausershaveaccesstoIBMStoredIQDataWorkbench.PolicyusershaveaccesstoIBMStoredIQPolicyManager.TheSDKuserroleisenabledonlyforusersoftheIBMStoredIQSDK.IndividualswiththeSDKuserrolemusthaveboththeadministratorandSDKuserrolesinordertoworkwiththeIBMStoredIQSDK.ItshouldalsobenotedthatusersassignedonlytheSDKuserrolecannotlogintoanyoftheIBMStoredIQapplications.

Parenttopic:OverviewofIBMStoredIQeDiscovery

DataServersandVolumesTheDataServersandVolumespageofIBM®StoredIQAdministratorcontainstheDataDashboard,whereyouseealldatacurrentlyundermanagement,AllDataServerstab,AllVolumestab,andPerformancetab.

DataDashboardThedescriptionoftheDataDashboardfieldsislistedinthefollowingtable.

Table1.DataDashboardfieldsanddescriptionsDataDashboard DescriptionTotalDataObjects Thisfieldliststhetotalnumberofdataobjectsundermanagement.TotalDataSize Thisfieldliststhetotalsizeofdataobjectsundermanagement.NumberofDataServers Thisfieldliststhetotalnumberofdataserversundermanagement.

NumberofVolumes Thisfieldliststhetotalnumberofvolumesundermanagement.

AllDataServersAllDataServerstabliststhedetailedinformationaboutthedataservers

Table2.AllDataServerstabcolumnnamesanddescriptionsAllDataServersColumnName Description

Dataservername Liststhenameofthedataserver.

Status Liststhedataserver'sstatus,namelyHealthy,Vulnerable,Critical,orUnavailable.

IPaddress ListstheIPaddressofthedataserver.Dataobjects Liststhenumberofdataobjectsthatarefoundonthedataserver.Totaldataobjectsize Liststhesizeofthedataobjectsthatarefoundonthedataserver.Availablespace Liststheamountoffreespaceonthedataserver.Loadaverage Liststheloadaverage.

AllVolumesThetabprovidesthedetailedinformationaboutthevolumes.

Table3.AllVolumestabcolumnnamesanddescriptionsVolumesColumn

Name Description

Volumename Liststhenameofthevolume.Dataserver Liststhenameoftheparentdataserver.

TypeListsthevolume'stype,namelyPrimary,Retention,orDiscoveryExport.Primaryindicatesaprimaryvolume.Retentionindicatesaretentionvolume.DiscoveryExportindicatesadiscoveryexportvolume.

Sourcetype Liststhesourceorconnectiontypeforthevolume.Servername Liststhenameoftheserverwherethevolumeisfound.Dataobjects Liststhenumberofdataobjectsthatarefoundonthevolume.

Totaldataobjectsize Liststhesizeofthedataobjectsinthevolume.Lastharvested Denotesthelasttimethatthevolumewasharvested.

Lastharvested Denotesthelasttimethatthevolumewasharvested.

PerformanceThistabprovidestheperformanceinformationofthedataservers.

Table4.PerformancetabcolumnnamesanddescriptionsPerformanceColumnName Description

Dataservername Liststhenameofthedataserver.

Status Liststhedataserver'sstatus,namelyHealthy,Vulnerable,Critical,orUnavailable.

IPaddress ListstheIPaddressofthedataserver.

Activedbconnection Liststhenumberofdatabaseconnectionscurrentlyopenfortheselecteddataserver.

Freememory Denotestheamountofavailablememory(RAM)fortheselecteddataserver.

Freeswapmemory Denotestheamountofavailableswapmemoryfortheselecteddataserver.

Loadaverage Liststheaverageprocessloadfortheselecteddataserver.Lastcommunication Liststhelasttimethedataserverthatisconnectedtothegateway.Uptime Liststhetotaldurationoftimeforwhichthedataserverran.

SearchingforaspecificdataserverWhenyouhavemultipledataserversavailablefromwhichtochoose,youcansearchforaspecificdataserverinsteadofusingtheslidertomovethroughavailableoptions.AddingaprimaryvolumeAprimaryvolumeservesasaprimarydatasourceinIBMStoredIQPlatform.Youmusthaveatleastoneprimaryvolumewithinyourconfiguration.AddingaretentionvolumeAretentionvolumestoresdataobjectsthatareplacedunderretention,meaningthattheobjectisretainedforaspecifiedperiod.AddingadiscoveryexportvolumeAdiscoveryexportvolumecontainsdatathatisproducedfromadiscoveryexportaction.Thatdataiskeptsothatitcanbeexportedasaloadfileanduploadedintoalegalreviewtool.ViewingdetailsofadataserverDetailedinformationforanydataserverorvolumecanbeviewed.ViewingperformanceofadataserverTheabilitytocheckthestatusofalldeployeddataserversiscriticaltounderstandingthesystem'sperformancemetrics.

SearchingforaspecificdataserverWhenyouhavemultipledataserversavailablefromwhichtochoose,youcansearchforaspecificdataserverinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterm(s)...textbox,enterthenameofthedataserverforwhichyouwant

tosearch,andthenclickSearch.Youcanentereitherthefulldataservernameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Actionsthatmatchtheenteredsearchtermarereturned.

2. Selectadataserverfromthereturnedlistofservers.3. Viewthedataserver'sdetailsbyclickingViewDetails.

Parenttopic:DataServersandVolumes

RelatedconceptsDataServersandVolumes

AddingaprimaryvolumeAprimaryvolumeservesasaprimarydatasourceinIBM®StoredIQPlatform.Youmusthaveatleastoneprimaryvolumewithinyourconfiguration.

Procedure1. SelectDataServers&Volumes>AllDataServers,selectadataserver,andthenclick

AddVolume.TheAddVolumedialogboxappears.2. IntheAddVolumedialogbox,completethesefields:

Table1.PrimaryvolumeoptionsAddVolumedialogboxoption Action Notes Applicablesource

VolumeType IntheVolumeTypelist,selectPrimary.

CIFSExchangeFileNetLivelinkNewsGatorNFSSharePoint

SourceTypeIntheSourceTypelist,selecttheserver'sconnectionorsourcetype.

Server

IntheServertextbox,enterthefullyqualifieddomainnameoftheserverfromwhichthevolumeisavailableformounting.

UsernameIntheUsernametextbox,entertheusernamethatisusedtoconnecttoandmountthevolume.

CIFSExchangeFileNetLivelinkNewsGatorSharePoint

PasswordInthePasswordtextbox,enterthepasswordthatisusedtoconnecttoandmountthevolume.

CIFSExchangeFileNetLivelinkNewsGatorSharePoint

AssigntoDataServer

IntheAssigntoDataServerlist,selectthedataserver.

VolumeNameIntheVolumeNametextbox,enterthecommonnameofthisvolume.

CIFSExchangeFileNetLivelinkNewsGator

volume. NewsGatorNFSSharePoint

FileNetDomain IntheFileNetDomaintextbox,entertheFileNetdomain. FileNet

Share IntheSharetextbox,enterthesharenameorthisvolume. CIFS

ExportIntheExporttextbox,entertheexportnameforthisvolume.

SiteURLIntheSiteURLtextbox,enterthesiteURLoftheSharePointserver.

SharePoint

ObjectStore IntheObjectStoretextbox,entertheobjectstore. FileNet

ConnectionType IntheConnectionTypelist,selecteitherHTTPorHTTPS. FileNet

Port InthePorttextbox,enteraportnumber. FileNet

Livelink

Database IntheDatabasetextbox,enterthedatabasename. Livelink

Searchslice IntheSearchslicetextbox,enterthesearchslice. Livelink

ServerVersion

IntheServerVersionlist,selecttheversionofMicrosoftExchange,choosingfrom2000/2003,2007,or2010.

Exchange

MailboxServerIntheMailboxServertextbox,enterthenameofthemailboxserver.

Exchange

ActiveDirectoryServer

IntheActiveDirectoryServertextbox,enterthenameoftheActiveDirectoryserver.Tousesecuresocketlayer,selecttheUseSSLcheckbox.

Exchange

Path InthePathtextbox,entertheappropriatedirectorypath. FileNet

Stanza IntheStanzatextbox,entertheappropriatestanza. FileNet

InitialDirectoryIntheInitialDirectorytextbox,enterthenameoftheinitialdirectoryfromwhichtheharvestmustbegin.

VirtualRootIntheVirtualRoottextbox,changethedefaultnametomatchtheExchangeserverdesignation.

ForExchange,thisoptionmustbechangedtomatchtheserverdesignation.

Exchange

IndexingOptions

Selectthecheckboxfortheindexingoptionsthatyouwanttoinclude:

Includemetadataforcontainedobjects

Theseoptionsarenotselectedbydefault.

CIFSExchangeFileNetLivelinkNewsGator

containedobjectsIncludecontenttaggingandfull-textindex

default. NewsGatorNFSSharePoint

3. ClickSavetosaveyourconfigurationsandaddthevolume.4. ClicktheAllVolumestab.Noticethattheaddedvolumeappearstherein,listedasa

primaryvolume.Toharvestthisnewlyaddedvolume,selectthatvolumeandthenclickHarvest.

AddingaretentionvolumeAretentionvolumestoresdataobjectsthatareplacedunderretention,meaningthattheobjectisretainedforaspecifiedperiod.

Procedure1. ClickDataServers&Volumes>AllDataServers,andthenclickAddVolume.TheAddVolumedialogboxappears.

2. IntheAddVolumedialogbox,completethesefields:Table1.Retentionvolumeoptions

AddVolumedialogboxoption

Action Notes Sourcetype

VolumeType IntheVolumeTypelist,selectRetention.

CIFSNFS

SourceType IntheSourceTypelist,selectthesourceorconnectiontype.

CIFSNFS

ServerIntheServertextbox,enterthefullyqualifieddomainnameoftheserverfromwhichthevolumeisavailableformounting.

CIFSNFS

AssigntoDataServer

IntheAssigntoDataServerlist,selectadataserver.

CIFSNFS

VolumeNameIntheVolumeNametextbox,enterthecommonnameofthisvolume.

CIFSNFS

Share IntheSharetextbox,enterthesharenameforthisvolume. CIFS

Export IntheExporttextbox,entertheexportnameforthisvolume. NFS

IndexingOptions

Selectthecheckboxfortheindexingoptionsthatyouwanttoinclude:

IncludemetadataforcontainedobjectsIncludecontenttaggingandfull-textindex

Theseoptionsarenotselectedbydefault.

CIFSNFS

3. ClickSavetosaveyourconfigurationsandaddthevolume.Retentionvolumesdonothaveanydatatoharvestuntilacopytoretentionruns.

4. ClicktheAllVolumestab.Theaddedvolumeappears,listedasaretentionvolume.

AddingadiscoveryexportvolumeAdiscoveryexportvolumecontainsdatathatisproducedfromadiscoveryexportaction.Thatdataiskeptsothatitcanbeexportedasaloadfileanduploadedintoalegalreviewtool.

Procedure1. ClickDataServers&Volumes>AllDataServers,andthenclickAddVolume.TheAddVolumedialogboxappears.

2. IntheAddVolumedialogbox,completethesefields:Table1.Discoveryexportvolumeoptions

AddVolumedialogboxoption

Action Notes Sourcetype

VolumeType IntheVolumeTypelist,selectDiscoveryExport.

CIFSNFS

SourceType IntheSourceTypelist,selectthesourceorconnectiontype.

CIFSNFS

ServerIntheServertextbox,enterthefullyqualifieddomainnameoftheserverfromwhichthevolumeisavailableformounting.

CIFSNFS

AssigntoDataServer

IntheAssigntoDataServerlist,selectthedataserver.

CIFSNFS

VolumeName IntheVolumeNametextbox,enterthenameofthisvolume.

CIFSNFS

Share IntheSharetextbox,enterthesharenameforthisvolume. CIFS

Export IntheExporttextbox,entertheexportnameforthisvolume. NFS

3. ClickSavetosaveyourconfigurationsandaddthevolume.4. ClicktheAllVolumestab.Theaddedvolumeappears,listedasadiscoveryexportvolume.

ViewingdetailsofadataserverDetailedinformationforanydataserverorvolumecanbeviewed.

Procedure1. ClickDataServers&Volumes>AllDataServers,andthenclickViewDetails.The<data

servername>Detailspageappears,showingtheAllDataServersandAllVolumestabs.2. SelecttheAllDataServerstab,selecttheitemforwhichyouwanttoviewitsdetails,and

thenclickViewDetails.Note:Toviewdetailsformultipleitems,pressCtrlandselectthoseitems,andthenclickViewDetails.Asummaryofthedataserver'sdetailsappearsalongwiththeVolumesandPerformancetabs.

ViewingperformanceofadataserverTheabilitytocheckthestatusofalldeployeddataserversiscriticaltounderstandingthesystem'sperformancemetrics.

Procedure1. ClickDataServers&Volumes>AllDataServers,andthenclickViewDetails.The<dataservername>Detailspageappears,showingtheVolumesandPerformance.

2. SelectthePerformancetab,andthedataserver'sperformancedetailsappears.

SysteminfosetsSysteminfosetscanbecreatedinIBM®StoredIQDataWorkbenchtoallowuserstohaveadifferentstartingpointthantheAllDataObjectsinfoset.

Systeminfosetsarethebasisforuser-createdinfosets.Systeminfosetsallowadministratorstoselectwhichindexedvolumestheinfosetcandrawupon,creatingashortcutforIBMStoredIQDataWorkbenchusers.Actionscannotberunonsysteminfosets,butonlyonuser-createdinfosets.Therefore,youmustfirstcreatethesysteminfosethereinIBMStoredIQAdministratorandthencreateauserinfosetthatcanbeacteduponinIBMStoredIQDataWorkbench.

Infosetscanbepublicorprivate.Theadministratordeterminesusers'accesstosysteminfosetsatthetimeofcreation.TheAllDataObjectsandAllSystem-LevelObjectsinfosets,whicharegeneratedbytheapplication,aresettoadminbydefaultandcanbeviewedonlybyanadministrator.

Note:Systeminfosetsmustnotbeusedtomanagevolumesorindexes.Additionally,systeminfosetsmustbecreatedjudiciously.Ifthereareseveralsysteminfosetsthroughwhichausermustcull,theshortcutaspectisremoved.

Table1.InfosetmanagementcolumnnamesanddescriptionsInfosetManagement

ColumnName Description

Name Liststhenameofthesysteminfoset.Thisnamemustbeuniqueagainstallinfosets.

Totalobjects Liststhetotalnumberofdataobjectsthatarecontainedwithinthesysteminfoset.

Infosetsize Listssizeofthesysteminfoset.

InusebyIndicatestheinfosetsinwhichthissysteminfosetisused.Ifthesysteminfosetisinuse,alinkisshown,indicatingthenumberofinfosetsbywhichthesysteminfosetisbeingused.Clickthelinktoseewhichinfosetsusethissysteminfoset.

Access

Indicateswhetherthesysteminfosetispublicorprivate.Ifthesysteminfosetispublic,itcanbeviewedbyanyuser.Ifthesysteminfosetisprivate,itcanbeviewedbyonlythoseusersgrantedpermissionbytheadministrator.Ifusersaregrantedpermission,thenumberofusersislistedwithahyperlinktotheAccessMembersmodal,whichliststhenameandroleofuserswhohaveaccess.

Description Thiscolumnliststheoptionaldescriptionofthesysteminfoset.

SearchingforaspecificsysteminfosetWhenyouhavemultiplesysteminfosetsavailabletochoose,youcansearchforaspecificsysteminfosetinsteadofusingtheslidertomovethroughavailableoptions.CreatingasysteminfosetSysteminfosetscanbecreatedwithselectedvolumes,creatingashortcutforIBMStoredIQDataWorkbenchusers.EditingasysteminfosetExistinguser-createdsysteminfosetscanbemodifiedasneeded.ViewinginfosetsthatuseasysteminfosetClickthelinktoviewwhichinfosetsusetheselectedsysteminfoset.ViewingaccessmembersDeletingasysteminfosetSysteminfosetscanbedeletedfromtheListofInfosetspageiftheyarenotinusebyotherinfosets.Whenasysteminfosetisinusebyadirectancestorofotherinfosets,Deleteisunavailableforusesothatthesysteminfosetcannotbedeleted.

SearchingforaspecificsysteminfosetWhenyouhavemultiplesysteminfosetsavailabletochoose,youcansearchforaspecificsysteminfosetinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterm(s)...textbox,enterthenameofthesysteminfosetforwhichyouwanttosearch,andthenclickSearch.Youcanentereitherthefullsysteminfosetnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterm(s)....textbox.Systeminfosetsthatmatchtheenteredsearchtermarereturned.

2. Selectasysteminfosetfromthereturnedlistofsysteminfosets.

Parenttopic:Systeminfosets

RelatedconceptsSysteminfosets

CreatingasysteminfosetSysteminfosetscanbecreatedwithselectedvolumes,creatingashortcutforIBM®StoredIQDataWorkbenchusers.

Procedure1. ClickSystemInfosets,andthenclickCreateInfoset.TheAddSystemInfosetdialogbox

appears.2. IntheAddSystemInfosetdialogbox,completethesefields.

a. IntheInfosetNametextbox,enterthenameofthissysteminfoset.b. IntheDescriptionofInfosettextbox,enterabriefdescriptionofthissysteminfoset.

Thisinfosetmightneedtobeusedbyseveralpeople,soanaccuratedescriptioncanbehelpfultoothers.

c. IntheAccessarea,clickeitherPublicorPrivate.TheAllDataObjectsandAllSystem-LevelObjectsinfosets,whicharegeneratedbytheapplication,canbeviewedonlybyanadministrator.Systeminfosetsthatarecreatedbyanadministratordefaulttopublic.Publicsysteminfosetsarevisibleandavailabletoallusers,includingusersthatwillbeaddedatafuturetime.Forpublicsysteminfosets,theuserlistisdisabled.

d. Forprivatesysteminfosets,thelistofavailableusersbecomesactive.Selecttheusersforwhomthisprivateinfosetcanbeseen.Ifnousersareselectedforaprivatesysteminfoset,thenonlyadministratorscanseethatsysteminfosetbecausetheyhaveadministrativerightstoeveryinfoset.Note:Accesscannotbeedited.Itmustbedeterminedatthetimeofinfosetcreation.

e. Addvolumestothisinfoset.IntheAvailableVolumesarea,selectthevolumesthatyouwanttoaddtothissysteminfoset,andthenclickAdd.Toremovevolumesfromtheinfoset,selectthevolumeinSelectedVolumesandthenclickRemove.

3. ClickSavetosavethesysteminfoset.ItnowappearsontheListofInfosetspage.

EditingasysteminfosetExistinguser-createdsysteminfosetscanbemodifiedasneeded.

Procedure1. IntheListofInfosetspage,selectthesysteminfosetthatyouwanttoedit,andthenclick

EditInfoset.TheEditSystemInfosetdialogboxappears.Note:Onlycreatedinfosetscanbeedited.

2. IntheEditSystemInfosetdialogbox,edittheinfosetasneeded.Note:Accesscannotbeedited.Itmustbedeterminedatthetimeofinfosetcreation.

3. ClickSavetosaveyourchanges.

ViewinginfosetsthatuseasysteminfosetClickthelinktoviewwhichinfosetsusetheselectedsysteminfoset.

Procedure1. Selectthesysteminfosetforwhichyouwouldlikewhatotherinfosetsusethesystem

infoset.2. IntheInusebycolumn,clickthelink.TheSysteminfosetmodalforthesysteminfoset

appears,listingtheinfosetsthatuseit.3. ClickClose.

Viewingaccessmembers

Procedure1. Selectthesysteminfosetforwhichyouwouldliketoaccessitsmembers,andthenclick

thelinkintheAccesscolumn.TheAccessMemberswindowappears,listingboththeusernamesandrolesofallmembersofthesysteminfoset.Note:Thecolumnscanbesortedtoshowmembersinascendingordescendingorder.

2. ClickClose.

DeletingasysteminfosetSysteminfosetscanbedeletedfromtheListofInfosetspageiftheyarenotinusebyotherinfosets.Whenasysteminfosetisinusebyadirectancestorofotherinfosets,Deleteisunavailableforusesothatthesysteminfosetcannotbedeleted.

Procedure1. IntheListofInfosetspage,selectthesysteminfosetthatyouwanttodelete,andthenclickDeleteInfoset.Note:TheAllDataObjectsandAllSystem-LevelObjectssysteminfosetscannotbedeleted.TheDeleteInfosetwindowappears.

2. ClickDeletetodeletetheselectedsysteminfoset.Thesysteminfosetisdeletedfromthelistofavailablesysteminfosets.

UsermanagementFromtheUserManagementpage,userscanbedefinedandprovidedwithlogininformationsothattheycanusetheapplicationstack.

ThistablelistsanddescribesallofthefieldsthatareseenwithintheListofUserspage.Whenauserisselected,thatusercanbeviewed,edited,ordeleted.

Table1.ListofUserscolumnnamesanddescriptionsListofUserscolumnname Description

Username TheusernamethatisassignedtotheuserFirstname Theuser'sfirstorgivennameLastname Theuser'slastorsurnameEmailaddress Theuser'semailaddress.Systemnotificationsaresenttothisemailaddress.

Role Theuser'srole.OptionsincludeAdmin,DataUser,DiscoveryUser,PolicyUser,orSDKUser.

Status

Theuser'sstatus.OptionsincludeActiveorInactive.

Activeuserscanloginandusetheproduct.Activeisthedefaultstatusforauser.InactiveuserscannotlogintotheproductsuitebecausetheiraccountisrenderedinactivebytheAdministrator.Wheninactiveusersattempttologin,theyarenotifiedthattheirloginisinvalidandthattheymustcontactanAdministrator.

Lastlogin Thedateandtimeofthemostrecentuserlogin.Iftheuserisnotloggedintothesystem,N/Aisshown.

ViewingyouruserprofileWhenyouareviewingyouruserprofile,youcanseevariousaspects,includingyourassignedroles.SearchingforaspecificuserWhenyouhavemultipleusersavailabletochoose,youcansearchforaspecificuserinsteadofusingtheslidertomovethroughavailableoptions.CreatingauserWithinIBM®StoredIQPlatform,auserauthenticatestoandinteractswiththeproductsuite.Whenauseriscreated,thisusercanloginandusethesystem.EditingauserYoucanmodifyexistingusers,includingtheirstatusasneeded.YoucanalsoactivatethedisableduserswithinIBMStoredIQAdministrator.ViewingdetailsofauserBasicuserinformationsuchasfirstandsurname,emailaddress,androlecanbeviewedbyclickingViewDetails.DeletingauserYoucandeleteexistingusersfromthesystemasneeded;however,thelogentriesofadeleteduserarealsodeleted.Incertaininstances,itisagoodpracticethatyouchangeauser'sstatus.ChanginguserpasswordsEithertheuserortheadministratorcanchangepasswords.Validpasswordsareatleast8charactersinlengthandcontainatleastanuppercaseletter,alowercaseletter,anumber,andaspecialcharacter.ResettingtheuserpasswordUserpasswordscanbesetandresetasneededbyusersandadministratorsalike.ObtaininganewpasswordUsersoccasionallyneedtoobtainnewpasswordstobeabletologintothesystem.

ViewingyouruserprofileWhenyouareviewingyouruserprofile,youcanseevariousaspects,includingyourassignedroles.

Procedure1. Withintheinterface,clickthedownarrowtotherightofyourusername,andthenselect

ViewProfile.TheViewProfilewindowappears,showingvariouspiecesofdata,includingyourname,role,andemailaddress.

2. Tochangeyourpassword,clickChangePassword.3. ClickClosetoclosetheViewProfilewindow.

Parenttopic:Usermanagement

RelatedconceptsUsermanagement

SearchingforaspecificuserWhenyouhavemultipleusersavailabletochoose,youcansearchforaspecificuserinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterm(s)...textbox,entertheusernameoftheuserforwhichyouwanttosearch,andthenclickSearch.Toremovethesearchterm,clicktheXtotherightoftheEnterkeyterm(s)...textbox.Usersthatmatchtheenteredsearchtermarereturned.

2. Selectausernamefromthereturnedlistofusernames.

CreatingauserWithinIBM®StoredIQPlatform,auserauthenticatestoandinteractswiththeproductsuite.Whenauseriscreated,thisusercanloginandusethesystem.

Procedure1. ClickUsers,andthenclickCreateUser.TheAddUser-Detailsdialogboxappears.2. IntheAddUser-Detailsdialogbox,completethesefields.

a. IntheUsernametextbox,entertheusernameoftheindividual.Itisgenerallyashort,uniquename,nottheperson'sfullname.

b. IntheFirstnametextbox,enterthefirstorcommonnameoftheuser.c. IntheLastnametextbox,enterthelastorsurnameoftheuser.d. IntheEmailaddresstextbox,entertheuser'semailaddress.

Note:BecauseUsernameandEmailaddressareuniquefields,userscanlogintothesystembyenteringeithertheiremailaddressortheirusername.

e. InthePasswordtextbox,enterthepasswordforthisuser.Note:Passwordsmustbeatleast8charactersinlengthandcontainatleastoneofeachofthesecharacters:anuppercaseletter,alowercaseletter,anumber,andaspecialcharacter.

f. IntheRe-enterpasswordtextbox,entertheuser'spasswordagain.g. IntheRolelist,selecttheuser'srole.OptionsincludeAdmin,DataUser,Discovery

User,PolicyUser,orSDKUser.Ausercanbeassignedmultiplerolesbyselectingthecheckboxesintherolelist.Note:ThedefaultoptionduringusercreationisDataUser.

h. IntheStatuslist,selecttheuser'sstatus.OptionsincludeActiveorInactive.Note:ThedefaultoptionduringusercreationisActive.

i. ClickSave,andtheuseriscreated.ThenewlycreateduserappearswithintheUserManagementpage.

EditingauserYoucanmodifyexistingusers,includingtheirstatusasneeded.YoucanalsoactivatethedisableduserswithinIBM®StoredIQAdministrator.

AboutthistaskNote:Usersbecomedisabledafterthreefailedlog-inattempts.Itisdifferentthanauserrenderedinactive,whichcanbedoneonlybyanadministrator.

Procedure1. ClickUsers,andthenselectthenameoftheuserthatyouwanttoedit.2. ClickEditUser.TheEditUser-Detailsdialogboxappears.3. IntheEditUser-Detaildialogbox,modifythefieldsasneeded.

Note:Tomodifyauser'sstatus,selectthewanted,changedstatusintheStatuslist.Note:Ifyouareanadministratorandyouarechangingauser'spassword,clicktheSendresetpasswordemaillink.

4. ClickSave,andtheediteduserinformationissaved.

ViewingdetailsofauserBasicuserinformationsuchasfirstandsurname,emailaddress,androlecanbeviewedbyclickingViewDetails.

Procedure1. WithintheUserManagementpage,selectthenameoftheuserforwhichyouwantto

viewdetails.2. ClickViewDetails,andtheViewUserDetailswindowappears.3. WithintheViewUserDetailswindow,thefollowinginformationcanbeseen:

Option Description

UserName

Theusernameoftheselecteduser.

FirstName

Thefirstorgivennameoftheselecteduser.

LastName

Thelastorsurnameoftheselecteduser.

EmailAddress

Theemailaddressoftheselecteduser.

RoleTheroleoftheselecteduser.Aroleisanamedcollectionofpermissibleactivitieswithinthesystem.Basedontheassignedroleoftheselecteduser,thatindividualcanorcannotdocertainthingswithinthesystem.

Status Thestatusoftheselecteduser.Optionsincludeactiveorinactive.

LastLogin

Thelastdateandtimeatwhichtheselecteduserloggedintothesystem.

4. Toviewtheuser'saccesslog,clicktheViewaccessloglink.TheViewAccessHistoryLogwindowappears,showingthesystementriesfortheselecteduser.Withintheentries,youseesystemactivitiessuchassuccessfullogins,unsuccessfullogins,whenapasswordwaschanged.ToclosetheViewAccessHistoryLogwindow,clickClose.Note:Thesecolumnscanbesortedbyclickingtheupanddownarrowstotherightofthecolumnname.

5. ToclosetheViewUserDetailswindow,clickClose.

DeletingauserYoucandeleteexistingusersfromthesystemasneeded;however,thelogentriesofadeleteduserarealsodeleted.Incertaininstances,itisagoodpracticethatyouchangeauser'sstatus.

Procedure1. ClickUsers,andthenselectthenameoftheuserthatyouwanttodelete.2. ClickDeleteUser.TheDeleteUserwindowappears.Note:Ifyouopttodeleteauser,thenanylogfilesthatareassociatedwiththisuserarealsodeleted.

3. Toconfirmthatyouwanttodeletetheuser,clickDelete.TheconfirmationDeleteUserwindowappears,confirmingthattheuserwasdeletedfromthesystem.

ChanginguserpasswordsEithertheuserortheadministratorcanchangepasswords.Validpasswordsareatleast8charactersinlengthandcontainatleastanuppercaseletter,alowercaseletter,anumber,andaspecialcharacter.

AboutthistaskThepasswordresetinteractioncanoccurinfourways:

AuserclickstheForgotpasswordlinkontheloginpage,leadingtheusertochangethepassword.AuserclickstheDidnotreceivepassworddetailsorChangedyouremailaddresslinkwithintheloginscreenfromanyoftheapplications.Usersviewtheirprofileandopttochangetheassociatedpassword.Anadministratoreditsauser'sprofileandoptstoresettheassociatedpassword.Anemailisthensenttotheuser,forcingindividualstochangetheirpassword.

Procedure1. Withintheemailyourreceivedregardinghowtochangeyourpassword,clicktheprovidedlink.TheChangeYourPassworddialogboxappears.

2. IntheOldpasswordtextbox,enterthepreviouslyusedpasswordforthisuser.Note:Ifthepasswordenteredinthistextboxdoesnotmatchtheonelistedinthesystem'sdatabaserecords,aredwarningmessageappears.Reentertheoldpassword.

3. IntheNewpasswordtextbox,enteranewpasswordforthisuser.4. IntheRe-enternewpasswordtextbox,typethepasswordagain.Note:ThepasswordsthatareenteredintotheNewpasswordandRe-enternewpasswordtextboxesmustbeidenticalandmeetthesystem'ssecurityrequirements.Iftheentereddataisnotidentical,aredwarningappears.

5. ClickSave.Acongratulatorymessageappears,confirmingthatyourpasswordischanged.ClickOKtoclosethewindow.

ResettingtheuserpasswordUserpasswordscanbesetandresetasneededbyusersandadministratorsalike.

AboutthistaskTherearetwowaystoresetapassword:

Foradministrators,clicktheSendresetpasswordemaillinkintheEditUserDetailswindow.Foruserswhoresettheirownpasswords,usethefollowingprocedure.

Procedure1. Fromtheapplicationloginscreen,clicktheForgotyourpasswordlink.TheReset

Passworddialogboxappears.2. IntheEmailAddresstextboxoftheResetPassworddialogbox,entertheemailaddress

wherealinktochangethepasswordmustbesent.ThisemailaddressmustbelinkedwithyouraccountinIBM®StoredIQAdministrator.

3. ClickSubmit.Aconfirmationwindowappears,statingthatanemailwithinstructionsforchangingyourpasswordwassent.

4. ClickOKtoclosetheResetPasswordwindow.

ObtaininganewpasswordUsersoccasionallyneedtoobtainnewpasswordstobeabletologintothesystem.

Procedure1. Fromtheapplication'sloginscreen,clicktheDidnotreceiveapasswordlink.2. Contactyoursystemadministratoraboutobtaininganewpassword.

ActionmanagementActionsrepresentexecutableprocessesthatactuponindexeddatawithindataservers.UsetheActionManagementpagetocreateandmodifyactionsthatareusedbyIBM®StoredIQAdministrator.

WithIBMStoredIQAdministrator,youcancreatethesetypesofactions:

Copy:Thecopyactioncopiesinfosetstoatargetset.Youcanspecifythedirectorystructureandsecuritysettingsforcopieddataobjects.Ifadataobjectexistswiththesamename,thenthesubsequentdataobjectsthatareencounteredarerenamed.

CopytoRetention:Thecopytoretentionactioncopiesdataobjectsfromsourcevolumestoatargetsetforaspecifiedperiod.Delete:Thedeleteactionremovesdataobjectsfromthesourcevolume.

Onlydataobjects,notdirectories,aredeleted.Usecautionwhenyouaredeletingdataobjects.

DiscoveryExportEDRMXML:ThediscoveryexportactioncopiesdataobjectsandgeneratesanEDRMXMLfileforloadingintothird-partylegalreviewtools.DiscoveryExportDAT:ThediscoveryexportactioncopiesdataobjectsandgeneratesaConcordanceDATfileforloadingintothird-partylegalreviewtools.ModifyAttribute:Themodifyattributeactionsimulatessettingretentionbymanipulatingspecificattributesonobjects.Move:Themoveactionmovesdataobjectsinaninfosettoanothervolume.

Youcanspecifythedirectorystructureandsecuritysettingsformoveddataobjects.Ifadataobjectexistswiththesamename,thenthedataobjectisrenamed.Whenthesourceequalsthedestination,themoveisnotallowed.

Step-upSnippet:Thestep-upsnippetactioncanberunonaninfoset,extractingandstoringtextforanydataobjecttowhichitisapplied.Thesedatasnippetsarethenusedbyauto-classification.Infosetsobjectswithoutsnippetsarenotclassifiedforauto-classification.Note:Whenscheduledharvestsorpoliciesarerunagainstadatasource,snippetsarenotupdatedorgeneratediftheyaremissing.

Table1.ActionscolumnnamesanddescriptionsActionsColumn

Name Description

ActionName Liststhenameoftheaction.

TypeListstheactiontype,namelyCopy,CopytoRetention,Delete,ModifyAttribute,Move,DiscoveryExportXML,DiscoveryExportDAT,andStep-upSnippet.

LastModified Liststhedateandtimeatwhichtheactionwaslastmodified.TargetSetName Liststheaction'sdestinedtargetset.Description Liststheactiondescription.

SearchingforaspecificactionWhenyouhavemultipleactionsavailabletochoose,youcansearchforaspecificactioninsteadofusingtheslidertomovethroughavailableoptions.CreatinganactionActionsareprocessesthatareenactedondataobjects,whicharedefinedbyinfosets.ActionsmustbedefinedhereinIBMStoredIQAdministrator.DeletinganactionExistingactionscanbedeletedfromthelistofavailableactions.CloninganactionActionscanbeclonedorduplicated.EditinganactionExistingactionscanbemodified.

SearchingforaspecificactionWhenyouhavemultipleactionsavailabletochoose,youcansearchforaspecificactioninsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterms...textbox,enterthenameoftheactionforwhichyouwantto

search,andthenpressSearch.Youcanentereitherthefullactionnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Actionsthatmatchtheenteredsearchtermarereturned.

2. Edit,clone,ordeletetheactionasneeded.

Parenttopic:Actionmanagement

RelatedconceptsActionmanagement

CreatinganactionActionsareprocessesthatareenactedondataobjects,whicharedefinedbyinfosets.ActionsmustbedefinedhereinIBM®StoredIQAdministrator.

AboutthistaskThestep-upsnippetactionisabuilt-inaction,meaningthatnooptionsareprovidedwithintheuserinterface.Youcannotcreateoreditastep-upsnippetactionasitisprovidedforyouasaprepopulatedoptionontheActionstab.

Procedure1. ClickActions,andthenclickCreateAction.TheAddActiondialogboxappears.2. IntheAddActiondialogbox,completethesefields.

a. IntheActionNametextbox,enterthenameofthisaction.b. IntheDescriptionofActiontextbox,enterabriefdescriptionofthisaction.This

actionmightneedtobeusedbyseveralpeople,soanaccuratedescriptioncanbehelpfultoothers.

c. IntheActionTypelist,selecttheactiontype.d. Ifyouarecreatingacopy,copytoretention,discoveryexport,modifyattribute,or

moveaction,selectatargetsetfromthecreatedactionsorcreateanewtargetset.InTargetSet,selectatargetsetorclickCreateanewtargetset.

e. ClickNexttocontinuecreatingtheaction.Dependingonthetypeofactionthatisselected,usethecorrespondingtablestobetterunderstandwhatoptionstoselect.

Copyactionoptions Action

TargetSet IntheTargetSetarea,selectatargetset.DestinationDirectory

IntheDestinationDirectorytextbox,eitherenterafilepathorusethelistoptiontoselectapreviouslyenteredfilepath.

DirectoryStructure

InDirectoryStructure,selectthecheckboxifyouwanttoRecreatedirectorystructureondestination.

Hashes InHashes,selectthecheckboxifyouwanttoComputeahashvalueforeachdataobject.

Harvesting InHarvesting,selectorclearthecheckboxforDonotauto-harvestdestinationvolumeaftercopy.

EmailMessageFormat

IntheEmailMessageFormatlist,selecttheformatoftheemailmessage.

SharePointUserProfileItems

InSharePointUserProfileItems,selectthecheckboxesofapplicationSharePointitems,includingNotes,Libraries,BlogPosts,Wikis,andMisc.

CopytoRetentionactionoptions

Action

TargetSet IntheTargetSetarea,selectatargetset.

HashesInHashes,selectthecheckboxifyouwanttoComputeahashvalueforeach

dataobject.

Harvesting

InHarvesting,selectthecheckboxtoDonotauto-harvestdestinationvolumeaftercopyifanautomaticharvestoftheretentionvolumeisnotwanted.Ifthisoptionisselected,thentheretentionvolumecanbeharvestedwiththediscoverretentionvolumesjobonthedataserver.

EmailMessageFormat

RetentionTag InRetentionTag,enterthekeytermforthetag.

RetentionPeriod

InRetentionPeriod,enteranumber,andthenselectDays,Weeks,Months,orYears.

Deleteactionoptions Action

DeleteParameters

InDeleteParameters,selectthecheckboxtoDonotdeletedataobjectsthathavebeenaccessedsincelastharvest.

DiscoveryExportEDRMXMLactionoptions

Action

DestinationDirectory

UniqueIDPrefixand#ofDigits

InUniqueIDPrefixand#ofDigits,enterauniqueprefixandthenthenumberofdigitstofollowthatprefix.Forexample,ifyouenteraprefixoffeb2012with7digits,thisentryyieldsaUniqueIDsimilartoFeb2012-1234567.

SelectthecheckboxtoPadZeros.

SelectthecheckboxtoSaveatextcopy.

EmailMessageFormat

LimitExportProcess

SelectthecheckboxtoLimitExportProcesstoandenterthenumberofdataobjects.

DiscoveryExportDATactionoptions

Action

UniqueIDPrefixand#ofDigits

InUniqueIDPrefixand#ofDigits,enterauniqueprefixandthenthenumberofdigitstofollowthatprefix.Forexample,ifyouenteraprefixoffeb2012with7digits,thisentryyieldsaUniqueIDsimilartoFeb2012-1234567.

SelectthecheckboxtoPadZeros.

EmailMessageFormat

LimitExportProcess

SelectthecheckboxtoLimitExportProcesstoandenterthenumberofdataobjects.

Items SharePointitems,includingNotes,Libraries,BlogPosts,Wikis,andMisc.

ModifyAttributeactionoptions Action

ActionName IntheActionName,entertheaction'sname.ActionType IntheActionTypelist,selecttheModifyAttributeoption.

DescriptionofAction IntheDescriptionofActiontextbox,entertheaction'sdescription.

AttributeType Selectfromthefollowingoptions:Read-onlyorRead-write.

Moveactionoptions Action

DirectoryStructure

InDirectoryStructure,selectthecheckboxifyouwanttoRecreatedirectorystructureondestination.

3. ClickSavetosaveyourchanges,clickBacktoreturntothepreviouspage,orclickCanceltocancelcreatingtheaction.

DeletinganactionExistingactionscanbedeletedfromthelistofavailableactions.

Procedure1. IntheListofActionspage,selecttheactionthatyouwanttodelete,andthenclickDeleteAction.TheDeleteActionwindowappears.

2. ClickDeletetodeletetheselectedaction.TheactionisremovedfromtheListofActionspageanditisnolongeravailableforuse.

CloninganactionActionscanbeclonedorduplicated.

Procedure1. IntheListofActionspage,selecttheactionthatyouwanttoclone,andthenclickCloneAction.TheCloneActiondialogboxappears.

2. IntheCloneActiondialogbox,completethesefields.a. IntheActionNametextbox,enterthenameofthisaction.Note:Thenameoftheclonedactionmustbedifferentfromthenameoftheoriginalaction.

b. IntheActionTypelist,selecttheactiontype,andthenclickNexttocontinuecreatingtheaction.

c. IntheDescriptionofActiontextbox,enterabriefdescriptionofthisaction.Note:Thisactionmightbeusedbyseveralpeople,sothedescriptionmustbeaccurate.

d. TheselectionthatismadeintheActionTypelistdetermineswhatoptionsareavailableafteryouclickNext.Ifyouarecreatingacopy,copytoretention,discoveryexport,ormoveaction,selectatargetsetfromcreatedtargetsetsorcreateanewtargetset.InTargetSet,selectatargetsetorclickCreateanewtargetset.

e. ClickNext.Dependingonthetypeofactionthatisbeingcloned,youcanseevariousoptions.

EditinganactionExistingactionscanbemodified.

Procedure1. IntheListofActionspage,selecttheactionthatyouwanttoedit,andthenclickEdit

Action.TheEditActionsdialogboxappears.2. IntheEditActionsdialogbox,edittheactionasneeded.3. ClickSavetosaveyourchanges.

TargetsetsSomeactions,namelycopyactions,requireadestinationtocomplete,andatargetsetrepresentsamappingforeachdataserverofthewantedtargetvolume.Tocopyfiles,thedataservermustknowwheretocopythefileto.Eachdataservermustbeconfiguredwithalistoftargetvolumes,suchasretentionanddiscoveryexportvolumes.

TargetSetExampleDataServer1hasthreeretentionvolumes:VolumeA,VolumeB,andVolumeC.DataServer2hastworetentionvolumes:VolumeB,VolumeX,andVolumeZ.DataServer3hastworetentionvolumes:VolumeBandVolumeZ.

ResultingCopyAction:YouwouldliketocreateatargetsetforacopyactionDataServer1copiestoVolumeA.DataServer2copiestoVolumeX.DataServer3copiestoVolumeB.

AnotherusermightwanttocreateatargetsetforacopyactionwhereDataServer1,DataServer2,andDataServer3copiestoVolumeB.

Table1.TargetsetmanagementcolumnsanddescriptionsTargetsetcolumnname

Description

TargetSetName Liststhenameofthetargetset.

Type Liststhetypeofthetargetset,namelyPrimary,Retention,orExport.SourceType Liststhetargetset'ssourcetype,forexample,CIFS,NFS,orSharePoint.Volumes Liststhenumberofvolumesinthattargetset.LastModified Liststhedateandtimethatthetargetsetwaslastmodified.

Description Liststhedescriptionofthetargetset.

SearchingforaspecifictargetsetWhenyouhavemultipletargetsetsfromwhichtochoose,youcansearchforaspecifictargetsetsinsteadofusingtheslidertomovethroughavailableoptions.CreatingatargetsetRetention,copy,move,anddiscoveryexportactionsrequireanameddestinationtowhichdataobjectscanbecopied,moved,orexported.Targetsetsassociatedataserversandappropriatevolumes,providingyouractionswithadestination.EditingatargetsetTargetsetscanbeedited,modifyingthedataserversthatareassociatedwiththetargetset.CloningatargetsetTargetsetscanalsobeclonedorduplicated.DeletingatargetsetExistingtargetsetscanbedeletedfromthelistofavailabletargetsets.

SearchingforaspecifictargetsetWhenyouhavemultipletargetsetsfromwhichtochoose,youcansearchforaspecifictargetsetsinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterms...textbox,enterthenameofthetargetsetforwhichyouwould

liketosearch,andthenpressSearch.Youcanentereitherthefulltargetsetnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Targetsetsthatmatchtheenteredsearchtermarereturned.

2. Edit,clone,ordeletethetargetsetasneeded.

Parenttopic:Targetsets

RelatedconceptsTargetsets

CreatingatargetsetRetention,copy,move,anddiscoveryexportactionsrequireanameddestinationtowhichdataobjectscanbecopied,moved,orexported.Targetsetsassociatedataserversandappropriatevolumes,providingyouractionswithadestination.

Procedure1. ClickTargetSets,andthenclickCreateTargetSet.TheCreateTargetSetdialogbox

appears.2. IntheCreateTargetSetdialogbox,completethesefields.

a. IntheTargetSetNametextbox,enteranameforthistargetset.b. IntheDescriptionofTargetSettextbox,enteradescription.c. IntheTypeofTargetSetlist,selectthetypeofthistargetset,namelyPrimary,

Retention,orExport.d. IntheSourceTypelist,selectthesourcetypeofthistargetset,namelyCIFS,NFS,

FileNet,orSharePoint.e. IntheTargetSetListarea,clickAddDataServers.Selectadataserverandthen

clickAddtomoveittotheTargetSetListbox.ClickDonewhenyoufinishaddingdataserversforthetargetset.UsetheCtrlkeytoaddorremoveseveralselectionssimultaneously.TheaddeddataserversappearwithintheTargetSetListbox.ClickAdd/RemoveDataServerstomodifywhatdataserversappearhere.

f. IntheCreateTargetSetdialogbox,clicktheaddeddataserverandthenselectavolumeonthatdataserver.Dothisstepforeachaddeddataserver.

3. ClickSavetosaveyourconfigurationchangesandcreatethetargetset.

EditingatargetsetTargetsetscanbeedited,modifyingthedataserversthatareassociatedwiththetargetset.

Procedure1. OntheListofTargetSetspage,clickthenameofthetargetsetthatyouwouldliketo

edit,andthenclickEditTargetSet.TheEditTargetSetdialogboxappears.2. Editthetargetsetfieldsasneeded.3. ClickSavetosaveyourchanges.

CloningatargetsetTargetsetscanalsobeclonedorduplicated.

Procedure1. OntheListofTargetSetspage,clickthenameofthetargetsetthatyouwouldliketo

cloneorduplicate,andthenclickCloneSet.TheCloneTargetSetdialogboxappears.2. Editthetargetsetfieldsasneeded.

Note:Theclonedtargetset'snamemustbeunique.3. ClickSavetosaveyourchanges.

DeletingatargetsetExistingtargetsetscanbedeletedfromthelistofavailabletargetsets.

Procedure1. IntheListofTargetSetspage,selectthetargetsetyouwouldliketodelete,andthen

clickDeleteSet.TheDeleteTargetSetwindowappears.2. ClickDeletetodeletetheselectedtargetset.ThetargetsetisremovedfromtheListof

TargetSetspage,meaningthatitisnolongeravailableforuse.

ReportsIBM®StoredIQcontainsanumberofdefaultreportsandtheabilitytouploadareportpackage.

IBMStoredIQprovidesfeaturestoinventoryunstructureddata.Itcanthencollectandevaluateunstructureddate,compilingreportsandjobstoactonthedataaccordingtoanorganization'sneeds.Reportscanthenbeprintedanddisseminated,allowingteamstoanalyzedatainanadhocmanner.Newreportscanbeaddedbyuploadingareportpackage.

IBMStoredIQAdministratorprovidesanumberofbuilt-inreports,suchassummariesofdataobjectsinthesystem,storageuse,andthenumberofidenticaldocumentsinthesystem.Youcancreatecustomreports,includingQueryAnalysisReportsfore-discoverypurposes,andautomaticallyemailreportnotificationstoadministratorsandotherinterestedparties.Bydefault,thesetypesofreportsareavailable.

ComplianceReportCSVExceptionListExportCSVInfosetDataObjectExportDataAssessmentReportDataTopologyReportDuplicationSummaryReportOverlayHitReport

Table1.ListofReportsoptionsanddescriptionsReportcolumn

option Description

Name NameofthereportCreated ThedateandtimeatwhichthereportwascreatedDescription AdescriptionofthereportNote:ForhelpincustomizingIBMStoredIQreports,contactyourtechnicalservicerepresentative.

SearchingforaspecificreportWhenyouhavemultiplereportsfromwhichtochoose,youcansearchforaspecificreportinsteadofusingtheslidertomovethroughavailableoptions.Creatingareport

SearchingforaspecificreportWhenyouhavemultiplereportsfromwhichtochoose,youcansearchforaspecificreportinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterms...textbox,enterthenameofthereportforwhichyouwouldlike

tosearch,andthenpressSearch.Youcanentereitherthefullreportnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Reportsthatmatchtheenteredsearchtermarereturned.

2. Selectthewantedreport.

Parenttopic:Reports

RelatedconceptsReports

Creatingareport

Procedure1. ClickReports,andthenclickCreate.TheCreateReportdialogboxappears.2. IntheCreateReportdialogbox,completethesefields.

a. IntheNametextbox,enteranameforthisreport.b. IntheDescriptiontextbox,enteradescriptionofthisreport.c. ClickChooseFile,andthenfindandselecttheappropriatereport-packagefile.

3. ClickCreate,andthenewlycreatedreportisaddedtotheListofReportspage.

Parenttopic:Reports

RelatedconceptsReports

Auto-classificationmodelsAuto-classificationmodels,alsocalledautomateddocumentcategorization,integratestheIBM®ContentClassification'sclassificationmodelintotheIBM®StoredIQinfoset-generationprocess.

IBMContentClassificationIBMContentClassificationhelpsorganizeunstructuredcontentbyanalyzingthefulltextofdocumentsandemailsandapplyingrulesthatautomateclassificationdecisions.Bymanagingdocumentsandemail,youorganizeandactoncontenteveryday.IBMContentClassificationreducestheburdenofmanualdecisionmakingthatisdonebyemployeesbyaccuratelyandautomaticallyorganizinginformation.Embeddedwithnaturallanguageprocessingandsemanticanalysiscapabilities,IBMContentClassificationdeterminesthetrueintentofwordsandthenusesthatknowledgetoautomatedecisionmaking.Unlikeotherclassificationsystemsthatarebasedonrulesonly,IBMContentClassificationcombinesrulesandcontextualanalysistoincorporatereal-timelearningthatadaptstochangingbusinessneeds.Asaresult,classificationbecomesaccurateovertime.

IBMContentClassificationcanorganizeinformationbypoliciesorkeywords,butitcanalsoassignmetadatathatisbasedonthefullcontextofthedocument.Theclassificationprocessnotonlysearchesforasinglewordorphrase,butalsoanalyzestheentiredocument.Itthendistillsthemainpointofthetextandassignsthetexttoacategory.Whenitanalyzescontent,IBMContentClassificationcanrecognizemisspellings,abbreviations,jargon,andtechnicalterms.

Accuracyimprovesovertimebecausethesystemadaptstotheuniquenatureofyourbusinessbyidentifyingdifferentcategoriesfromexamplesthatyouprovide.Whenyouprovidefeedback,thesystemadjustsinrealtimeandimmediatelyimplementsanycorrectionsthatyoumake.Theaccuracyoftheclassificationresultskeepspacewithchangesinyourbusiness.

IBMContentClassificationcombinesthiscontext-basedapproachwitharule-based,decision-makingapproach.Thesystemcanidentifykeywords,patterns,suchasaccountnumbersandphonenumbersofcaseidentifiers,andwordswithinacertainproximityofeachother.Forexample,thesystemcanidentifyoccurrencesofthephrase"AttorneyGeneral"inthesamesentenceastheword"California".Whencontentthatmatchesaconditioninaruleisdetected,theactionthatisdefinedfortheruleisapplied,andthedocumentoremailisclassified.

ExamplesofclassificationapplicationsYoucanuseIBMContentClassificationtoachievevariousbusinessgoals.

Enterprisecontentstandardization:Tosupportdocumentclassificationandtaxonomyautomationwithinyourcontentmanagementsystem,documentpropertiesormetadatacanbeautomaticallyassignedwhenthecontentisclassified.Documentscanbeautomaticallymovedtothecorrectenterpriserepository.Complianceandrecordsmanagement:Documentsandemailcanbedeclaredasrecordswhentheyareclassifiedandplacedunderthecontrolofrecordretentionpoliciesandcompliancestandards.E-discoveryreadiness:Documentsandemailcanbefilteredtoensurethatonlyitemswithbusinessvalueareclassifiedandarchived.Youcanquicklyandcosteffectivelypreparecontentforpotentiallegalnotices.Businessprocessoptimization:Automateddecisionmakingensuresmoreconsistentoutcomesandreducedcosts.Withcontent-basedanalysis,youaccomplishtheseactions.

Insertdocumentsintotheworkflowofabusinessplan.Rerouteemail.Suggestandapplyagentresponseswithinacustomer-supportcenter.

Usingauto-classification,youcancreateandupdateclassificationmodelstohelpmapdatawithininfosets.Thestep-upsnippetactionextractsandstorestextondataobjectswithinaninfoset.Forauto-classificationtowork,youmustusethestep-upsnippetactionsinceinfosetsobjectswithoutextractedsnippetsdonothaveauto-classificationscores.

TheDataExpertcanuseIBMContentClassificationtotrainaclassificationmodel.TheclassificationmodelisthenregisteredwiththeIBMStoredIQPlatformsystemwithIBMStoredIQAdministrator.TheregisteredclassificationmodelcanbeappliedtoanexistinginfosetinIBMStoredIQDataWorkbenchtogeneratenewmetadatafortheobjectsintheinfoset.Finally,thismetadatacanbeusedinrule-basedfilterstocreatenewinfosets.

Note:TousetheIBMStoredIQAdministratorauto-classificationfunction,usersmusthavealicensedinstallationoftheIBMContentClassificationontheirdesktop.

Applyingtheauto-classificationfeatureTousetheauto-classificationfeaturesuccessfully,youmustworkinbothIBMStoredIQAdministratorandIBMStoredIQDataWorkbench.Dataserversizing-configurationguidelinesTheinclusionoftheIBMContentClassificationserveronthedataserverchangedtherequiredmemoryandprocessors.Dataserversizing-configurationguidelinesareprovidedhere.DownloadingtheclassificationexportutilityTheclassificationexportutilityisaone-time-onlydownloadthatmustbeinstalledbeforeanimportingamodel.Buildinganauto-classificationmodelCreatingboolean-basedrulestofinddocumentsthatfitdifferingcategoriesistime-consumingandrequiresconstant,meticulousadjustments.However,importingaclassificationmodelwithsetsoftrainingdocumentshelpsfindother,similardocuments.PreparinganIBMContentClassificationmodelforimportYoumustpreparetheIBMContentClassificationmodelforimportingintoIBMStoredIQPlatformwiththeIBMContentClassificationtoolBundleDPKB.exe.Importinganauto-classificationmodelYoumustcompletethesetasksbeforeyoucanimportanauto-classificationmodel.SearchingforaspecificclassificationmodelWhenyouhavemultipleclassificationmodelstochoose,youcansearchforaspecificclassificationmodelinsteadofusingtheslidertomovethroughavailableoptions.EditingamodelThetermsandformatsthatareassociatedwithaparticularclassificationmodelchangeovertime,whichmeansthattheclassificationmodelmustalsochange.Classificationmodelscanbeeditedorupdated,modifyingthemodelfilethatisassociatedwiththatparticularclassificationmodel.DeletingamodelExistingclassificationmodelscanbedeletedfromthelistofavailablemodels,ifitwasnotusedtoenhanceaninfosetandthatinfosetstillexists.

Applyingtheauto-classificationfeatureTousetheauto-classificationfeaturesuccessfully,youmustworkinbothIBM®StoredIQAdministratorandIBMStoredIQDataWorkbench.

BeforeyoubeginPriortopreparinganIBMContentClassificationmodelforimport,youmustfinishdownloadingtheclassificationexportutility,whichmustbedoneonlyonetime.TheexportutilityisusedforeachIBMContentClassificationmodelthatyouwanttoimport.

AboutthistaskIBMContentClassificationworksbytakingasamplesetofdocumentsthatyouadjust,constructingaclassificationmodel,andthenclassifyinganewdocument.TheIBMStoredIQPlatformdefinestheclassificationmodelasadecisionplanwithatleastoneknowledgebasethatisreferencedbythedecisionplan.

Procedure1. InIBMStoredIQAdministrator,ontheActiontab,thestep-upsnippetactioniscreatedautomaticallyandappearsinIBMStoredIQDataWorkbench.

2. InIBMStoredIQAdministrator,createanauto-classificationmodelbyimportingacompressedfilefromIBMContentClassification.

3. InIBMStoredIQDataWorkbench,startthestep-upsnippetaction,whichisavailableontheActtab,onaninfoset.Note:Theinfosetmustbeauserinfoset,notasysteminfoset.

4. WhilestillinIBMStoredIQDataWorkbench,applythewantedauto-classificationenhancement,whichisavailableontheEnhancetab,tothesameinfoset.

5. InIBMStoredIQDataWorkbench,applytheauto-classfilter,whichisavailableontheCreate>BuildFilterareatotheinfoset,refiningandcreatinganewinfoset.

6. Reviewtheresultsofthenewlycreatedinfoset.

Parenttopic:Auto-classificationmodels

RelatedconceptsAuto-classificationmodelsDataserversizing-configurationguidelines

Dataserversizing-configurationguidelinesTheinclusionoftheIBM®ContentClassificationserveronthedataserverchangedtherequiredmemoryandprocessors.Dataserversizing-configurationguidelinesareprovidedhere.

Tosupporttheauto-classificationfunction,someofthedataserverconfigurationparameterschanged.Youmustincreasethevirtualmachinesettingsforprocessorsandmemoryondataserverstothesenewminimumsaspartofthisupdate:

Memory:16GBvCPUs:4

Requiredstorageonthedataserverfortheextractedtext(snippetcache)isroughly13%ofthesizeoftheuncompressedcontent,or130GBper1TB.Thesizecanvarydependingontheobjecttypes.Themaximumamountofextractedtextperitemisconfiguredtonotexceed2MBbydefault.

Adataserverwith2TBofconfiguredstoragecansupportapproximately10TBofmanagedstorage,assuming50milliondataobjectswithanaveragesizeof200KB.Approximately300GBismetadatastoragewiththeremaining1,700GBsupportingacombinationoffulltextandextractedtext.

RelatedtasksApplyingtheauto-classificationfeatureDownloadingtheclassificationexportutilityBuildinganauto-classificationmodelPreparinganIBMContentClassificationmodelforimportImportinganauto-classificationmodelSearchingforaspecificclassificationmodelEditingamodelDeletingamodel

DownloadingtheclassificationexportutilityTheclassificationexportutilityisaone-time-onlydownloadthatmustbeinstalledbeforeanimportingamodel.

Procedure1. InIBM®StoredIQAdministratorontheAuto-Classificationtab,clickDownloadClassificationExportUtility.Thesiq-classification-export.zipfileisdownloaded.

2. ExtracttheexportutilitytothebindirectoryofyourIBMContentClassificationproductinstallation.ForWindows,itistypicallyintheC:\IBM\ContentClassification\Bindirectory.

Buildinganauto-classificationmodelCreatingboolean-basedrulestofinddocumentsthatfitdifferingcategoriesistime-consumingandrequiresconstant,meticulousadjustments.However,importingaclassificationmodelwithsetsoftrainingdocumentshelpsfindother,similardocuments.

AboutthistaskUsingpreviouslyharvestedcustomerdata,youcancreateanauto-classificationmodel.

Procedure1. Determinethecategoriesintowhichyouwanttheauto-classificationmodeltoclassifydocuments.

2. UsingIBM®StoredIQDataWorkbench,createafilterforeachcategorytocapturedocumentsthatarerepresentativesofthecategory.

3. Foreachfilter,createaninfoset.Themembersoftheresultinginfosetbecomethe"trainingcorpus"forthecategory.

4. Foreachinfoset,runacopyactionwithIBMStoredIQDataWorkbenchontoafolderthatisaccessiblebytheIBMContentClassificationapplication.

5. UsetheIBMContentClassificationapplicationtocreateadecisionplanandknowledgebasebyimportingthetrainingcorpsthatyoucreated.Note:Aclassificationmodelconsistsofonedecisionplanandatleastoneknowledgebase,whichisarequirementoftheIBMStoredIQPlatformauto-classificationfeature.

PreparinganIBMContentClassificationmodelforimportYoumustpreparetheIBM®ContentClassificationmodelforimportingintoIBMStoredIQPlatformwiththeIBMContentClassificationtoolBundleDPKB.exe.

BeforeyoubeginIBMStoredIQPlatformdefinestheIBMContentClassificationmodelasasetofasingledecisionplanandoneormoreknowledgebasesthatarereferencedbythedecisionplan.YoumustprepareeachclassificationmodelforimportbybundlingtherelevantdecisionplanandknowledgebasewiththeIBMContentClassificationexportutilityBundleDPKB.exe.

Note:BeforeyouprepareanIBMContentClassificationmodelforimport,youmustfinishdownloadingandinstallingtheclassificationexportutility.

Procedure1. Inacommandinterface,gototheBundleDPKBinstallationdirectoryandthenenter

cscript.exeClassificationModelExporter.vbs<locationofdecisionplanprojectsandknowledgebases><decisionplandirectory><optionalemptydirectory><optionalzipfilename>.Ifyoudidnotspecifyadirectorytowhichthecompressedfilemustbeexported,anexportdirectoryiscreatedinthe<locationofdecisionplanprojectsandknowledgebases>location.

2. Notethelocationandnameofthegeneratedcompressedfile.

Importinganauto-classificationmodelYoumustcompletethesetasksbeforeyoucanimportanauto-classificationmodel.

BeforeyoubeginDownloadtheclassificationexportutility.Theproceduremustbedoneonlyonetime.PreparetheIBM®ContentClassificationmodelforimport.Thisproceduremustbecompletedforeverymodelyouwanttoimport.

AboutthistaskToimportaclassificationmodel,gototheAuto-classificationtaboftheIBMStoredIQAdministrator.Thetabdisplaysthealreadyimportedmodelsasdescribedinthistable.

Table1.ClassificationmodelcolumnnamesanddescriptionsClassificationmodelcolumn

nameDescription

Classificationmodelname Liststhenameoftheclassificationmodel.

Attributename Liststhenameoftheattributethatisusedbytheclassificationmodel.Status Liststheclassificationmodel'sstatus,specificallyAvailable,orPending.Creationdate Liststhedateandtimeatwhichtheclassificationmodelwascreated.Description Liststhedescriptionoftheclassificationmodel.

Procedure1. WithinIBMStoredIQAdministrator,clickCreateModel.TheCreateModeldialogboxappears.

2. IntheClassificationModelNametextbox,enterauniquenameforthisauto-classificationmodel.

3. IntheAttributeNametextbox,enterauniquenameforthisattribute.TheAttributeNamemustbeuniquewithinauto-classificationsasitcannotbechangedaftertheclassificationmodelisimported.

4. IntheDescriptiontextbox,enteradescriptionofthismodel.5. IntheAuto-ClassificationModelFiletextbox,clickBrowseandselecttheclassificationmodelfilethatyouwanttousewhenyouarecreatingthemodel.Generally,thisfileisacompressedfilethatiscreatedintheclassificationexportutility.ItconsistsofelementsthatarecreatedinIBMContentClassificationbytheDataExpert.

6. ClickSave,andthenewlycreatedmodelappearsinthelistofclassificationmodels.

SearchingforaspecificclassificationmodelWhenyouhavemultipleclassificationmodelstochoose,youcansearchforaspecificclassificationmodelinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterms(s)textbox,enterthenameoftheclassificationmodelforwhichyouwanttosearch,andthenpressSearch.Youcanentereitherthefullclassificationmodelnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterm(s)textbox.Classificationmodelsthatmatchtheenteredsearchtermarereturned.

2. Edit,clone,ordeletetheclassificationmodelasneeded.

EditingamodelThetermsandformatsthatareassociatedwithaparticularclassificationmodelchangeovertime,whichmeansthattheclassificationmodelmustalsochange.Classificationmodelscanbeeditedorupdated,modifyingthemodelfilethatisassociatedwiththatparticularclassificationmodel.

Procedure1. OntheListofClassificationModelspageofAuto-classificationtab,clickthenameofthe

classificationmodelthatyouwanttoedit,andthenclickEditModel.TheEditModelwindowappears.

2. Edittheclassificationmodelfieldsasneeded.Note:Attributenamescannotbechanged,butyoucaneditthenameofthemodelwithoutspecifyinganewmodel(.ZIP)file.Ifyouattempttomodifyaclassificationmodelthatisbeingused,awarningappears.ClickOKtoreturntotheListofClassificationModelspage.

DeletingamodelExistingclassificationmodelscanbedeletedfromthelistofavailablemodels,ifitwasnotusedtoenhanceaninfosetandthatinfosetstillexists.

Procedure1. IntheListofClassificationModelspage,selecttheclassificationmodelthatyouwantto

delete,andthenclickDeleteModel.TheDeleteModelwindowappears.2. ClickDeletetodeletetheselectedmodel.Theclassificationmodelisremovedfromthe

ListofClassificationModelspage.Itisnolongeravailableforuse.

ConceptmanagementWithinIBM®StoredIQPlatform,youcanusetheconcept-managementfeaturetorelatebusinessideastoindexeddata.

WhenyouareusingIBMStoredIQAdministrator,youuseinfosets,runactions,generatereports,andmoregenerally,interactwithIBMStoredIQPlatformasawhole.ThesetechnicalaspectsofusingIBMStoredIQAdministratoraredesignedformoretechnicalusers.Conceptsaredesignedforthebusinessuserandprovideauserexperienceofcreatingafilterthatfindsdocumentsthatareownedbyaparticularusername,forexample.Thisuseoftheproductisorientedtowardssolvingbusinessproblems.Usingtheproducttypicallyrequirestheusertotranslatebusinessconceptslikeidentity,department,vendor,andprojectintothevarioustechnicalconceptsoftheproduct,suchasfiltersandinfosets.

Aconceptdefinesandrepresentsanidentity,custodian,vendor,andprojectthatcanberelatedtoindexeddatainameaningfulway.Itisasetofattributesthatdescribeanddistinguishindividualconceptmembers.Forexample,anemployeeconceptmightdefinetheattribute'susername,givenname,surname,andemailaddress.

Conceptmembersarethegranularbuildingblocksofaconcept.Whenconceptmembersaredefined,theycanbegatheredintogroupsforaggregateuse.

TheIdentityconceptiscreatedasapredefined,preconfiguredconceptavailablewithinIBMStoredIQeDiscovery.

TheListofConceptsscreenissimple,depictingconcepts,identities,andaspects.Fromhere,youcansearchfor,delete,edit,andaddidentities.

Table1.ConceptcolumnsanddescriptionsConceptColumn

Name Description

Firstname Liststhegivenname.Lastname Liststhesurname.Emailaddress Liststheemailaddress.OwnerID Liststheowneridentificationnumber.Company Liststhemember'scompanyname.Department Liststhedepartmentofthemember.

AddingamembertoaconceptMemberscanbeaddedtoexistingconcepts.SearchingforaconceptWhenyouhavemultipleconceptsavailabletochoose,youcansearchforaspecificconceptinsteadofusingtheslidertomovethroughavailableoptions.EditingamemberofaconceptExistingconceptsandtheirmemberscanbemodified.DeletingamemberofaconceptExistingconceptmemberscanbedeletedfromthelistofavailableconcepts.

AddingamembertoaconceptMemberscanbeaddedtoexistingconcepts.

Procedure1. ClickConcepts.2. Fromthelist,selectthetypeofconceptyouwouldliketoadd,andthenclickCreate

Member.TheIdentityconceptwascreatedasapredefined,preconfiguredaspect.TheAddIdentitydialogboxappears.

3. IntheAddIdentitydialogbox,completethesefields.a. IntheFirstNametextbox,entertheidentity'sgivenname.b. IntheLastNametextbox,entertheidentity'ssurname.c. IntheE-mailAddresstextbox,entertheidentity'semailaddress.d. IntheCompanytextbox,enterthenameofthecompanythatisassociatedwiththis

identity.e. IntheDepartmenttextbox,enterthenameoftheidentity'sdepartment.f. IntheOwnerIDtextbox,entertheidentity'sownerID.

4. ClickCanceltocanceladdinganidentityandreturntotheListofConceptsscreen,orclickSavetosavetheaddedmemberandreturntotheListofConceptspage.

Parenttopic:Conceptmanagement

RelatedconceptsConceptmanagement

SearchingforaconceptWhenyouhavemultipleconceptsavailabletochoose,youcansearchforaspecificconceptinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. IntheEnterkeyterms...textbox,enterthenameoftheconceptforwhichyouwantto

search,andthenpressSearch.Youcanentereitherthefullconceptnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Conceptsthatmatchtheenteredsearchtermarereturned.

2. Editordeletetheconceptasneeded.

EditingamemberofaconceptExistingconceptsandtheirmemberscanbemodified.

Procedure1. FromtheListofConceptpage,selecttheconceptthatyouwanttoedit,andthenclick

Edit.TheIdentityconceptwascreatedasapredefined,preconfiguredaspect.TheEditIdentitydialogboxappears.

2. EdittheconceptmemberandclickOKtosaveyourchanges.

DeletingamemberofaconceptExistingconceptmemberscanbedeletedfromthelistofavailableconcepts.

AboutthistaskNote:Ifyoudeleteamemberofaconcept,existingfiltersthatusethatconcept'smembersareaffected.

Procedure1. FromtheListConceptspage,selecttheconceptmemberthatyouwanttodelete,and

thenclickDelete.TheDeleteConfirmationwindowappears.2. ClickOKtodeletetheselectedconceptmember.Thememberoftheconceptisremoved

fromthetableandisnolongeravailableforuse.

AdministeringIBMStoredIQPlatformDataServerThefollowingtopicsprovideinstructionsonhowtoconductadministrativetaskssuchasadministeringappliance,configuringIBM®StoredIQPlatform,andcreatingvolumesanddatasource.

IBMStoredIQPlatformuserinterfaceThechapterprovidesanintroductiontotheIBMStoredIQPlatformwebinterface.Itoutlinesthefeatureswithineachtabandprovidesreferencestosectionswhereyoucanfindadditionalinformationoneachtopic.SystemadministrationSystemadministrationentailscheckingthesystem'sstatusandrestartingtheappliance.ConfigurationofIBMStoredIQPlatformThissectiondescribestheApplicationandNetworkareasthatanadministratorcanmodifytoconfigureIBMStoredIQPlatform.VolumesanddatasourcesVolumesordatasourcesareintegraltoIBMStoredIQPlatformindexingyourdata.DataharvestingHarvesting(orindexing)istheprocessortaskbywhichIBMStoredIQPlatformexaminesandclassifiesdatainyournetwork.JobconfigurationJobshavedifferentfunctions,anddependingonthejobtypethatischosen,differentsystemoutcomesoccur.Severaljobsthatarereadyforusearealsoincluded.DesktopcollectionWhenyouconfiguredesktopsettings,youareenablingordisablingencryptionwithinIBMStoredIQPlatform.TheIBMDesktopDataCollector(desktopclientorclient)enablesdesktopsasavolumetypeordatasource,allowingthemtobeusedjustasothertypesofaddeddatasources.TheIBMDesktopDataCollectorisprovidedasastandardMSIfileandisinstalledaccordingtothetypicalmethod(suchasMicrosoftSystemsManagementService(SMS))usedwithinyourorganization.TheIBMDesktopDataCollectorcancollectPSTs,compressedfiles,andotherdataobjectsandcanremoveitselfwhenitsworkiscompleted.FoldersThissectionprovidesbothconceptualandproceduralinformationaboutfoldersandtheirusage.AuditsandlogsThefollowingsectiondescribestheauditandlogcategoriesinthesystem,includingdescriptionsofthevariousaudittypesandhowtoviewanddownloaddetails.DeployingcustomizedwebservicesThisprocedurehighlightsthebasicstepsthatarerequiredtodeploySharePointcustomwebservices.SupportedfiletypesThefollowingsectionprovidesacomprehensivelistofthefiletypesthatcanbeharvestedandprocessedbyIBMStoredIQPlatform,organizedbynameandbycategory.YoucanalsoviewSharePointattributes.SupportedserverplatformsandprotocolsThefollowingsectionliststhesupportedserverplatformsbyvolumetypeandtheprotocolsforsupportedsystems.EventlogmessagesThefollowingsectioncontainsacompletelistingofallERROR,INFO,andWARNevent-logmessagesthatappearintheEventLogoftheIBMStoredIQPlatformconsole.

Parenttopic:AdministeringIBMStoredIQ

IBMStoredIQPlatformuserinterfaceThechapterprovidesanintroductiontotheIBM®StoredIQPlatformwebinterface.Itoutlinesthefeatureswithineachtabandprovidesreferencestosectionswhereyoucanfindadditionalinformationoneachtopic.

NavigationwithinIBMStoredIQPlatformTheprimarytabsandsubtabsfoundwithintheuserinterfaceprovideyouwiththeaccesstodataserverfunctionality.WebinterfaceiconsThefollowingtablesdescribetheiconsthatareusedthroughoutIBMStoredIQPlatformwebinterface.

NavigationwithinIBMStoredIQPlatformTheprimarytabsandsubtabsfoundwithintheuserinterfaceprovideyouwiththeaccesstodataserverfunctionality.

PrimaryIBMStoredIQPlatformtabsIBM®StoredIQPlatformusersdomosttaskswiththewebinterface.Themenubaratthetopoftheinterfacecontainsthreeprimarytabsthataredescribedinthistable.

Table1.IBMStoredIQPlatformprimarytabsTabname Description

Administration AllowsAdministratorstodovariousconfigurationsonthesesubtabs:Dashboard,DataSources,andConfiguration.

Folders Createfoldersandjobs;runjobs.

Audit Examinesacomprehensivehistoryofallharvests,runpolicies,imports,andeventlogs.

AdministrationtabTheAdministrationtabincludesthesesubtabs:Dashboard,DataSources,andConfiguration.

Dashboard:TheDashboardsubtabprovidesanoverviewofthesystem'scurrent,ongoing,andpreviousprocessesanditsstatus.Thistabledescribesadministrator-levelfeaturesanddescriptions.Datasources:TheDatasourcessubtabiswhereadministratorsdefineserversandvolumes.Theycanbeplacesthatareindexedorcopiedto.Variousservertypesandvolumescanbeconfiguredforuseinmanagingdata.AdministratorscanaddEnterpriseVaultsites,Centerapools,DellDXStorageClusters,Celerra,NetApp,andFileNetserversthroughtheSpecifyserversarea.VolumesareconfiguredandimportedintheSpecifyvolumessection.Configuration:TheadministratorconfiguressystemandapplicationsettingsforIBMStoredIQPlatformthroughtheConfigurationsubtab.

Table2.DashboardsubtabsettingsanddescriptionsDashboardsetting Description

Pagerefresh Choosefrom30-second,60-second,or90-secondintervalstorefreshthepage.

Today'sjobschedule

Viewalistofjobsthatarescheduledforthatdaywithlinkstothejob'ssummary.

Systemsummary

Viewasummaryofsystemdetails,includingsystemdataobjects,containeddataobjects,volumes,andthedatesofthelastcompletedharvest.

Jobsinprogress

Viewdetailsofeachjobstepasitisrunning,includingestimatedtimetocompletion,averagespeed,totalsystemandcontainedobjectsthatareencountered,harvestexceptions,andbinaryprocessinginformation.

Harveststatistics Reviewtheperformanceoverthelasthourforallharvests.

Eventlog Reviewthelast500eventsordownloadtheentireeventlogforthecurrentdateorpreviousdates.

Appliancestatus

Providesastatusviewoftheappliance.Restarttheappliancethroughtheaboutappliancelink.Viewcachedetailsforvolumesanddiscoveryexports.

Table3.ConfigurationsettingsanddescriptionsConfigurationsetting

Description

DAGatewaysettings:ConfiguretheDAGatewayhostorIPaddress.

System

DAGatewaysettings:ConfiguretheDAGatewayhostorIPaddress.Networksettings:Configuretheprivateandpublicnetworkinterfaces.Mailserversettings:Configurewhatmailservertouseandhowoftentosendemail.SNMPsettings:ConfigureSimpleNetworkManagementProtocol(SNMP)serversandcommunities.Systemtimeanddate:Setthesystemtimeanddateontheappliance.Manageusers:Add,remove,andeditusers.LotusNotesuseradministration:AddaLotusNotesUser.

Application

Harvestersettings:Setbasicparametersandlimits,dataobjectextensionsanddirectoriestoskip,andreasonstorunbinaryprocessing.Full-textsettings:Setfull-textsearchlimitsforlengthofwordandnumbersandeditstopwords.Dataobjecttypes:Settheobjecttypesthatappearinthediskusebydataobjecttypereport.Auditsettings:Configurehowlongandhowmanyauditsarekept.Hashsettings:Configurewhethertocomputeahashwhenharvestingandwhichhash.Desktopsettings:Configurethedesktopcollectionservice.

FolderstabWithintheFolderstab,anytypeofusercancreateandmanageapplicationobjects.

AudittabIBMStoredIQPlatformauditfeatureallowsAdministratorstoreviewallactionsthataretakenwiththedataserver,includingreviewingharvestsandexaminingtheresultsofactions.

Parenttopic:IBMStoredIQPlatformuserinterface

RelatedconceptsIBMStoredIQPlatformuserinterface

WebinterfaceiconsThefollowingtablesdescribetheiconsthatareusedthroughoutIBM®StoredIQPlatformwebinterface.

IBMStoredIQPlatformiconsTable1.IBMStoredIQPlatformdashboardicons

Dashboardicon Description

UseraccountTheUseraccounticonaccessesyouruseraccount,providesinformationaboutversionandsystemtimes,andlogsyououtofthesystem.Formoreinformation,seeLoggingInandOutoftheSystem.

Inbox TheinboxlinkprovidesyoutheaccesstothePDFauditreports.

HelpClickingtheHelpiconloadsIBMStoredIQPlatformtechnicaldocumentationinaseparatebrowserwindow.Bydefault,thetechnicaldocumentationisloadedasHTMLhelp.

FoldersiconsTable2.IBMStoredIQPlatformFoldersicons

Foldericon DescriptionNew UsetheNewicontoaddjobsandfolders.

Action UsetheActionicontoactonworkspaceobjects,includingtheabilitytomove,anddeletejobsandfolders.

Job Jobstaskssuchasharvestingareeitherasteporaseriesofsteps.Formoreinformation,seeJobconfiguration.

Folder Foldersareacontainerobjectthatcanbeaccessedandusedbyadministrators.Formoreinformation,seeFolders.

FolderUpFoldersareacontainerobjectthatcanbeaccessedandusedbyadministrators.Bydefault,youviewthecontentsoftheWorkspacefolder;however,byclickingthisicon,youmovetotheparentfolderinthestructure.Formoreinformation,seeUsingFolders.

AuditiconsNospecializediconsareusedontheAudittab.

Parenttopic:IBMStoredIQPlatformuserinterface

RelatedconceptsIBMStoredIQPlatformuserinterface

SystemadministrationSystemadministrationentailscheckingthesystem'sstatusandrestartingtheappliance.

Checkingthesystem'sstatusYoucancheckthesystem'sstatusforinformationaboutvariousappliancedetails.RestartingthesystemRestartingthesystemmustbedoneperiodically.

Checkingthesystem'sstatusYoucancheckthesystem'sstatusforinformationaboutvariousappliancedetails.

Procedure1. GotoAdministration>Dashboard>Appliancestatus.2. ClickAboutappliancetoopentheAppliancedetailspage.TheAppliancedetailspage

showsthefollowinginformation:NodeHarvesterprocessesStatusSoftwareversionViewdetailslink

3. ClicktheViewdetailslinkforthecontroller.Thefollowingtabledefinesappliancedetailsanddescribesthedatathatisprovidedforthenode.Option DescriptionViewappliancedetails

Showssoftwareversionanddetailsofharvesterprocessesrunningonthecontrollerfortheappliance.

Applicationservices

Showsalistofallservicesandstatus,whichincludesthisinformation:Service:thenameofeachserviceontheappliancecomponentPID:theprocessIDassociatedwitheachserviceCurrentmemory(MB):thememorythatisbeingusedbyeachserviceTotalmemory(MB):totalmemorythatisbeingusedbyeachserviceandallchildservicesProcessorpercentage:thepercentageofprocessorusageforeachservice.Thisvalueiszerowhenaserviceisidle.Status:thestatusofeachservice.StatusmessagesincludeRunning,Stopped,Error,Initializing,Unknown.

Systemservices

Showsalistofbasicsysteminformationdetailsandmemoryusagestatistics.Systeminformationincludesthisinformation:

Systemtime:currenttimeontheappliancecomponentGMTOffset:theamountofvariancebetweenthesystemtimeandGMT.Timeup:thetimetheappliancecomponentwasrunningsincethelastrestart,indays,hours,minutes,andsecondsSystemprocesses:thetotalnumberofprocessesthatarerunningonthenodeNumberofprocessors:thenumberofprocessorsinuseonthecomponentLoadAverage(1Minute):theaverageloadforsystemprocessesduringa1-minuteintervalLoadAverage(5Minutes):theaverageloadforsystemprocessesduringa5-minuteintervalLoadAverage(10Minutes):theaverageloadforsystemprocessesduringa10-minuteinterval

Memorydetailsincludethisinformation:Total:totalphysicalmemoryontheappliancecomponentInuse:howmuchphysicalmemoryisinuseFree:howmuchphysicalmemoryisfreeCached:amountofmemorythatisallocatedtodiskcacheBuffered:theamountofphysicalmemorythatisusedforfilebuffersSwaptotal:thetotalamountofswapspaceavailable(inuseplusfree)SystemservicesSwapinuse:thetotalamountofswapspacethatisused

usedSwapfree:thetotalamountofswapspacefreeDatabaseConnectionsConfiguredActiveIdleNetworkinterfacesUpordownstatusforeachinterface

Storage

Storageinformationforacontrollerincludesthisinformation:VolumeTotalspaceUsedspacePercentage

Controllerandcomputenodestatus

IndicatorlightsshowcomponentstatusGreenlight:RunningYellowlight:Thenodeisfunctionalbutisintheprocessofrebuilding;performancecanbedegradedduringthistime.Note:Therebuildprogressesfasterifthesystemisnotbeingused.Redlight:notrunning

Expandthenodetoobtaindetailsoftheappliancecomponentbyclickingtheimage.

Parenttopic:Systemadministration

RelatedconceptsSystemadministration

RestartingthesystemRestartingthesystemmustbedoneperiodically.

AboutthistaskNote:Thewebapplicationistemporarilyunavailableifyourestartit.Additionally,whenevervolumedefinitionsareeditedormodified,youmustrestartthesystem.

Procedure1. SelectAdministration>Dashboard>Appliancestatus.OntheAppliancestatuspage,youhavetwooptions:

ClicktheControllerlink.ClickAboutAppliance.

2. TheRestartservicesandRebooticonsappearatthebottomofthewindow.TheseiconsareavailableontheViewdetailspageandoneachofthetabs.Clickeitheroftheseoptions:

Restartservices:Restartallsystemservicesthatarerunningonthenode.Reboot:torestartthecomponents.

Parenttopic:Systemadministration

RelatedconceptsSystemadministration

ConfigurationofIBMStoredIQPlatformThissectiondescribestheApplicationandNetworkareasthatanadministratorcanmodifytoconfigureIBM®StoredIQPlatform.

TheConfigurationsubtab(Administration>Configuration)isdividedintoSystemandApplicationsections.

Table1.SystemandApplicationconfigurationoptionsSection Configurationoptions

System

ConfiguretheDAgateway.Viewandmodifynetworksettings,includinghostname,IPaddress,NISdomainmembership,anduse.Viewandmodifysettingstoenablethegenerationofemailnotificationmessages.ConfigureSNMPserversandcommunities.Managenotificationsforsystemandapplicationevents.ViewandmodifydateandtimesettingsforIBMStoredIQPlatform.Setbackupconfigurations.Manageusers.UploadLotusNotesuserIDssothatencryptedNSFfilescanbeimportedintoIBMStoredIQPlatform.

Application

Specifydirectorypatternstoexcludeduringharvests.Specifyoptionsforfull-textindexing.View,add,andeditknowndataobjecttypes.Viewandeditsettingsforpolicyauditexpirationandremoval.Specifyoptionsforcomputinghashsettingswhenharvesting.Specifyoptionstoconfigurethedesktopcollectionservice.

ConfiguringDAGatewaysettingsTheDAGatewaysettingsareconfiguredaspartofgeneralsystem-configurationoptions.ConfiguringnetworksettingsConfiguringmailsettingsMailsettingscanbeconfiguredaspartofsystemconfigurationoptions.ConfiguringSNMPsettingsYoucanconfigurethesystemtomakeObjectIdentifier(OID)valuesavailabletoSimpleNetworkManagementProtocol(SNMP)clientapplications.Atthesametime,youcanreceivestatusinformationormessagesaboutsystemeventsinadesignatedtrap.ForinformationaboutenvironmentalcircumstancesthataremonitoredbyIBMStoredIQPlatform,seethefollowingtable.ConfiguringnotificationfromIBMStoredIQPlatformYoucanconfigurethesystemtonotifyyouusingemailorSNMPwhencertaineventsoccur.SettingthesystemtimeanddateThesystem'stimeanddatecanbemodifiedasneeded.SettingsystembackupconfigurationsTopreparefordisasterrecovery,youcanbackuptheconfigurationofadataservertoagateway.Itbacksupvolumedefinitions,discoveryexportrecords,anddata-serversettings.Itdoesnotbackupinfosets,datamaps,orindexes.UsermanagementUsermanagementisdonebythoseusersintheadministratorrole.ImportingencryptedNSFfilesfromLotusNotesIBMStoredIQPlatformcandecrypt,import,andprocessencryptedNSFfilesfromIBMLotusDominov7.Thefeatureworksbycomparingalistofuser.idandkeypairsthatwereimportedintothesystemwiththekeyvaluesthatlockeachencryptedcontaineroremail.Whenthecorrectmatchisfound,thefileisunlockedwiththekey.Aftertheemails

orcontainersareunlocked,IBMStoredIQPlatformanalyzesandprocessesthemintheusualfashion.ThistopicprovidesproceduralinformationabouthowtoimportencryptedNSFfilesfromIBMLotusDomino.ConfiguringharvestersettingsYoucanuseseveraldifferentharvestersettingstofine-tuneyourindexprocess.Configuringfull-textindexsettingsUsethefull-textindexsettingsfeaturetocustomizeyourfull-textindex.SpecifyingdataobjecttypesOntheDataobjecttypespage,youcanaddnewdataobjecttypesandviewandeditknowndataobjecttypes.ThesedataobjectsappearintheDiskusage(bydataobjecttype)report.Currently,thereareover400dataobjecttypesavailable.ConfiguringauditsettingsAuditsettingscanbeconfiguredtodeterminethenumberofdaysandnumberofpolicyauditstobekeptbeforetheyaredeleted.ConfiguringhashsettingsUsetheHashSettingspagetoconfigurewhethertocomputeahashwhenharvesting.Thepageprovidesdifferenttypesofhashes.ConfiguringdesktopsettingsWhenyouconfiguredesktopsettings,youareenablingordisablingencryptionwithinIBMStoredIQPlatform.IBMDesktopDataCollector(desktopclientorclient)enablesdesktopsasavolumetypeordatasource,allowingthemtobeusedjustasothertypesofaddeddatasources.TheclientisprovidedasastandardMSIfile,andisinstalledaccordingtothetypicalmethod(suchasMicrosoftSystemsManagementService(SMS))usedwithinyourorganization.TheclientcancollectPSTsandcompressedfilesandotherdataobjectsanditiscapableofremovingitselfwhenitsworkiscompleted.DownloadingtheIBMDesktopDataCollectorinstallerfromtheapplicationTheIBMDesktopDataCollectorinstallercanbedownloadedfromtheapplication.UpgradingtheIBMDesktopDataCollectoragentTheIBMDesktopDataCollectoragentmustbeupgradedtoopenandharvestencryptedfiles.ManagingtheEncryptedfilesystemrecoveryagentDuringIBMDesktopDataCollectorcollection,ifIBMDesktopDataCollectorfindsanEncryptedFileSystem-encryptedfile,theIBMDesktopDataCollectorinstallsarecoveryagentcertificatesothatyoucanopentheencryptedfile.

RelatedtasksImportingencryptedNSFfilesfromLotusNotes

ConfiguringDAGatewaysettingsTheDAGatewaysettingsareconfiguredaspartofgeneralsystem-configurationoptions.

Procedure1. GotoAdministration>Configuration>System>DAGatewaySettings.2. IntheHosttextbox,enterthegatewayhost.Forexample,entermgmt.example.comor

192.168.10.10.3. ClickOK.Servicesmustberestarted.

RelatedconceptsConfigurationofIBMStoredIQPlatformUsermanagement

Configuringnetworksettings

Procedure1. GotoAdministration>Configuration>System>Networksettings.2. ClickControllerSettings.SetormodifythefollowingPrimaryNetworkInterfaceoptions.

IPtype:Settosticordynamic.Ifitissettodynamic,theIPaddress,Netmask,andDefaultGatewayfieldsaredisabled.IPaddress:EntertheIPaddress.Netmask:EnterthenetworkmaskoftheIPaddress.Defaultgateway:EntertheIPaddressofthedefaultgateway.Hostname:Enterthefullyqualifieddomainnamethatisassignedtotheappliance.Ethernetspeed:SelecttheEthernetspeed.Availableports:Indicatetheavailableports.Separatenetworkforfile/emailservers:Specifytheadditionalsubnetforaccessingfile/emailservers.Selectthischeckboxifyouareusingthewebapplicationfromonesubnetandharvestingfromanothersubnet.

Restartthesystemforanyprimarynetworkinterfacechangestotakeeffect.SeeRestartingandRebootingtheAppliance.

3. InControllerSettings,setormodifythefollowingDNSSettingsoptions.DNSsearchorder:EntertheDNSsearchorderformultipleDNSservers.Nameserver1:SettheIPaddressoftheprimaryDNSserverfornameresolution.Nameserver2:SettheIPaddressofthesecondaryDNSserverfornameresolution.Nameserver3:SettheIPaddressofthetertiaryDNSserverfornameresolution.

DNSsettingstakeeffectaftertheyaresaved.Changestotheserver'sIPaddresstakeeffectimmediately.BecausetheserverhasanewIPaddress,youmustreflectthisnewaddressinthebrowseraddresslinebeforenextstep.

4. ClickOK.5. ClickServernameresolution.Setthefollowingforthedataserver:

a. WindowsShare(CIFS)fileservernameresolution:Thesesettingstakeeffectuponsaving.

LMHOSTS:EntertheIPhostnameformat.WINSServer:EnterthenameoftheWINSserver.

b. NIS(forNFS):Thesesettingstakeeffectuponsaving.UseNIS:SelectthisboxtoenableNIStoperformUID/GIDtofriendlynameresolutioninanNFSenvironment.NISDomain:SpecifytheNISdomain.Broadcastforserveronlocalnetwork:SelectthisboxiftheNISdomainserverisonthelocalnetworkandcanbediscoveredbybroadcasting.ThisoptiondoesnotworkiftheNISdomainserverisonanothersubnet.SpecifyNISserver:Ifnotusingbroadcast,specifytheIPaddressoftheNISdomainserverhere.

c. ActiveDirectory:Thesesettingstakeeffectuponsaving.ActiveDirectoryserver:EnterthenameoftheActiveDirectoryserver.

d. Docbrokersettings(forDocumentum)EnterHostnamefordocbroker.Documentumglobalregistry:

RegistrynameUserPassword

6. ClickOK.

ConfiguringmailsettingsMailsettingscanbeconfiguredaspartofsystemconfigurationoptions.

Procedure1. GotoAdministration>Configuration>System>MailServersettings.2. InMailserver,enterthenameoftheSMTPmailserver.3. InFromaddress,enteravalidsenderaddress.Ifthesenderisinvalid,somemailservers

rejectemail.Asenderaddressalsosimplifiestheprocessoffilteringemailnotificationsthatarebasedonthesender'semail.

4. ClickOKtosavechanges.

ConfiguringSNMPsettingsYoucanconfigurethesystemtomakeObjectIdentifier(OID)valuesavailabletoSimpleNetworkManagementProtocol(SNMP)clientapplications.Atthesametime,youcanreceivestatusinformationormessagesaboutsystemeventsinadesignatedtrap.ForinformationaboutenvironmentalcircumstancesthataremonitoredbyIBM®StoredIQPlatform,seethefollowingtable.

Procedure1. GotoAdministration>Configuration>System>SNMPsettings.2. TomakeOIDvaluesavailabletoSNMPclientapplications,intheAppliancePublicMIBarea:a. SelecttheEnabledcheckboxtomaketheMIBavailable,thatis,toopenport161onthecontroller.

b. IntheCommunityfield,enterthecommunitystringthattheSNMPclientsusetoconnecttotheSNMPserver.

c. ToviewtheMIB,clickDownloadApplianceMIB.ThisdocumentprovidestheMIBdefinition,whichcanbeprovidedtoanSNMPclientapplication.

3. TocapturemessagesthatcontainstatusinformationintheTrapdestinationarea:a. IntheHostfield,enterthecommonnameorIPaddressforthehost.b. InthePortfield,entertheportnumber.Portnumber162isthedefault.c. IntheCommunityfield,entertheSNMPcommunityname.

4. Tomodifythefrequencyofnotifications,completethesefieldsintheEnvironmentaltrapdeliveryarea:a. Sendenvironmentaltrapsonlyevery__minutes.b. Sendenvironmentaltrapsagainafter__minutes.

5. ClickOK.EnvironmentaltrapsthataremonitoredbyIBMStoredIQPlatformaredescribedinthistable.Option DescriptionsiqConsoleLogLineTrap

Astraightconversionofaconsoleloglineintoatrap.Itusestheseparameters:messageSource,messageID,severity,messageText.

siqRaidControllerTrap

SentwhentheRAIDcontrollerstatusisanythingbutnormal.RefertotheMIBforstatuscodeinformation.Itusesthisparameter:nodeNum.

siqRaidDiskTrap

Sentwhenanyattachedraiddisk'sstatusisanythingbutOK.Itusesthisparameter:nodeNum.

siqBbuTrap BatteryBackupUnit(BBU)errorontheRAIDcontrollerdetected.Itusesthisparameter:nodeNum.

siqCacheBitTrap CachingindicatorforRAIDarrayisoff.Itusesthisparameter:nodeNum.

siqNetworkTrap

NetworkinterfaceisnotUPwhenitmustbe.Itusesthisparameter:nodeNum.

siqDbConnTrap

DeliveredwhentheactivePostgresconnectionpercentageexceedsanacceptablethreshold.Itusesthisparameter:nodeNum.

siqFreeMemTrap

Deliveredwhenavailablememoryfallstoolow.Itusesthisparameter:nodeNum.

siqSwapUseTrap

Sentwhenswapuseexceedsanacceptablethreshold.Oftenindicatesmemoryleakage.Itusesthisparameter:nodeNum.

siqCpuTrap Sentwhenprocessorloadaveragesaretoohigh.Itusesthisparameter:nodeNum.

siqTzMismatchTrap

Sentwhenthetimezoneoffsetofanodedoesnotmatchthetimezoneoffsetofthecontroller.Itusesthisparameter:nodeNum.

ConfiguringnotificationfromIBMStoredIQPlatformYoucanconfigurethesystemtonotifyyouusingemailorSNMPwhencertaineventsoccur.

AboutthistaskForalistofeventsthatcanbeconfigured,seeEventlogmessages.

Procedure1. GotoAdministration>Configuration>System>Managenotifications.2. ClickCreateanotification.3. IntheEventnumber:field,searchforeventsbyclickingBrowseorbytypingtheeventnumberorsamplemessageintothefield.

4. SelecttheeventlevelbyclickingtheERROR,WARN,orINFOlink.5. Scrollthroughthelist,andselecteacheventbyclickingit.Theselectedeventsappearinthecreatenotificationwindow.Todeleteanevent,clickthedeleteicontotherightoftheevent.

6. IntheDestination:field,selectthemethodofnotification:SNMP,orEmailaddress,orboth.Ifyouchooseemailaddress,enteroneormoreaddressesintheEmailaddressfield.IfyouchooseSNMP,themessagesaresenttothetraphostidentifiedintheSNMPsettingswindow,withatraptypeofsiqConsoleLogLineTrap.

7. ClickOK.8. TodeleteanitemfromtheManagenotificationswindow,selectthecheckboxnexttotheevent,andthenclickDelete.Youcanalsorequestanotificationforaspecificeventfromthedashboard’seventlog.ClicktheSubscribelinknexttoanyerrormessageandaprepopulatededitnotificationscreenthatcontainstheeventisprovided.

SettingthesystemtimeanddateThesystem'stimeanddatecanbemodifiedasneeded.

AboutthistaskNote:Asystemrestartisrequiredforanychangesthataremadetothesystemtimeanddate.SeeRestartingandRebootingtheAppliance.

Procedure1. GotoAdministration>Configuration>System>Systemtimeanddate.2. Enterthecurrentdateandtime.3. Selecttheappropriatetimezoneforyourlocation.4. EnableUseNTPtosetsystemtimetouseanNTPservertoautomaticallysetthesystemdateandtimeforthedataserver.IfNTPisusedtosetthesystemtime,thenthetimeanddatefieldssetautomatically.However,youmustspecifythetimezone.

5. EnterthenameorIPaddressoftheNTPserver.6. ClickOKtosavechanges.

SettingsystembackupconfigurationsTopreparefordisasterrecovery,youcanbackuptheconfigurationofadataservertoagateway.Itbacksupvolumedefinitions,discoveryexportrecords,anddata-serversettings.Itdoesnotbackupinfosets,datamaps,orindexes.

BeforeyoubeginThegatewaymustbemanuallyconfiguredtosupportthisbackup.Foradditionalinformation,configurethegatewayintheutilmenu.Itcanbedonebycontactingyourservicerepresentative.

Procedure1. GotoAdministration>Configuration>System>Backupconfiguration.2. PressStartbackup.

UsermanagementUsermanagementisdonebythoseusersintheadministratorrole.

Usermanagemententailslogginginandoutofthesystemandvariousaccount-administrationtasks.

LogginginandoutofthesystemThesystemcomeswithadefaultadministrativeaccountnamedadmin,thedefaultpasswordforwhichisadmin.Forsecuritypurposes,changethepasswordassoonaspossible.ChangingtheadministrativeaccountTheadministratoraccountanditspasswordcanbechangedbyanadministrator.CreatingusersUserscanbeaddedonlybyadministrators.EditingusersUseraccountscanbeeditedbyadministrators.Deletingauser'saccountUseraccountscanbedeletedbyadministrators.Lockingauser'saccountUseraccountscanbelockedbyanadministrator.Managingauser'saccountAspartofbasicuseraccountadministration,useraccountscanbeunlocked.

RelatedconceptsConfigurationofIBMStoredIQPlatform

RelatedtasksConfiguringDAGatewaysettingsConfiguringnetworksettingsConfiguringmailsettingsConfiguringSNMPsettingsConfiguringnotificationfromIBMStoredIQPlatformSettingthesystemtimeanddateSettingsystembackupconfigurationsLogginginandoutofthesystemChangingtheadministrativeaccountCreatingusersEditingusersDeletingauser'saccountLockingauser'saccountManagingauser'saccount

LogginginandoutofthesystemThesystemcomeswithadefaultadministrativeaccountnamedadmin,thedefaultpasswordforwhichisadmin.Forsecuritypurposes,changethepasswordassoonaspossible.

Procedure1. Openabrowserandintheaddressline,entertheURLforyoursystem.2. OntheLoginpage,enteradminfortheemailaddressandadminforthepasswordthefirst

timeyoulogin.3. ClickLogIntoenterthesystem.

Note:DatabaseCompactor:Ifsomeonetriestologinwhiletheapplianceisdoingdatabasemaintenance,theadministratorcanoverridethemaintenanceprocedureandusethesystem.Formoreinformation,seeJobconfiguration.

4. Tologoutoftheapplication,clickUserAccountintheupperrightcorner,andthenclicktheLogoutlink.

ChangingtheadministrativeaccountTheadministratoraccountanditspasswordcanbechangedbyanadministrator.

Procedure1. OntheAdministration>Configurationtab,clickManageusers.2. Fromthelist,selectTheAdministratoraccount,andthenselectChangethe“admin”

password.3. Enteranewpassword,andthenclickOKtosavethechange.

CreatingusersUserscanbeaddedonlybyadministrators.

Procedure1. GotoAdministration>Configuration>Manageusers,andthenclickCreatenewuser.2. IntheFirstnamefield,entertheuser'sgivenname.3. IntheLastnamefield,entertheuser'ssurname.4. IntheEmailaddressfield,entertheuser'semailaddress.5. ForAuthentication,selectActiveDirectoryorLocal.6. IntheActiveDirectoryprincipal,enterthenameoftheActiveDirectoryprincipal.7. ToreceiveNotificationofreportsbyemail,selecteitherYesorNo.8. SelectAdministratorandselecttheRole.9. SelecttheViewdataobjectsintheviewercheckboxifyouwanttoseedataobjectsin

theviewer.10. ClickOKtocreatetheuser.

EditingusersUseraccountscanbeeditedbyadministrators.

Procedure1. GotoAdministration>Configuration>Manageusers,andthenclickthenameofthe

userthatyouwanttoedit.2. ClickEditUserandeditthefieldsasneeded.3. ClickOKtosaveyourchanges.

Deletingauser'saccountUseraccountscanbedeletedbyadministrators.

Procedure1. GotoAdministration>Configuration>Manageusers,andthenclickthenameoftheuserthatyouwanttodelete.

2. ClickDelete,andthenclickOK.

Lockingauser'saccountUseraccountscanbelockedbyanadministrator.

Procedure1. OntheAdministration>Configurationpage,clickManageusers.2. Inthelist,selecttheusernameoftheaccountyouwanttolock.3. ClickLockuseraccounttodisabletheaccount.Apadlockiconappearsnexttothe

accountnameinthelist,indicatingthattheaccountisnowlocked.Theusercannotlogintotheaccountwhileitislocked.

Managingauser'saccountAspartofbasicuseraccountadministration,useraccountscanbeunlocked.

Procedure1. OntheAdministration>Configurationpage,clickManageusers.2. Inthelist,selecttheusernameoftheaccountyouwanttounlock.3. ClickUnlockaccounttore-enabletheaccount.

ImportingencryptedNSFfilesfromLotusNotesIBM®StoredIQPlatformcandecrypt,import,andprocessencryptedNSFfilesfromIBMLotusDominov7.Thefeatureworksbycomparingalistofuser.idandkeypairsthatwereimportedintothesystemwiththekeyvaluesthatlockeachencryptedcontaineroremail.Whenthecorrectmatchisfound,thefileisunlockedwiththekey.Aftertheemailsorcontainersareunlocked,IBMStoredIQPlatformanalyzesandprocessesthemintheusualfashion.ThistopicprovidesproceduralinformationabouthowtoimportencryptedNSFfilesfromIBMLotusDomino.

AboutthistaskTheseusecasesaresupported:

Multipleunencryptedemailswithinajournalingdatabasethatwasencryptedwithasingleuser.idkeyMultipleunencryptedemailsinanencryptedNSFfileMultipleencryptedemailswithinanunencryptedNSFfileMultipleencryptedemailswiththesameordifferentuser.idkeys,containedinanencryptedNSFfileEncryptedemailsfromwithinajournalingdatabase

Procedure1. Ontheprimarydataserver,gotoAdministration>Configuration>LotusNotesuser

administration.2. ClickUploadaLotususerIDfile.

a. Inthedialogthatappears,clickBrowse,andgotoauserfile.b. IntheLotusNotespassword:field,typethepasswordthatunlockstheselectedfile.c. Optional:IntheDescription:field,enteradescriptionforthefile.d. ClickOK.Repeatuntilthekeysforallencrypteditemsareuploaded.Whenthelist

iscompiled,youcanaddnewentriestoitthen.e. Todeleteanitemfromthelist,fromtheRegisteredLotususersscreen,selectthe

checkboxnexttoauser,andthenclickDelete.Intheconfirmationdialogthatappears,clickOK.Note:AfteryouuploaduserIDs,restartservices.

ConfiguringharvestersettingsYoucanuseseveraldifferentharvestersettingstofine-tuneyourindexprocess.

Procedure1. GotoAdministration>Configuration>Application>Harvestersettings.2. ToconfigureBasicsettings:

a. HarvesterProcesses:SelecteitherContentprocessingorSystemmetadataonly.b. Harvestmiscellaneousemailitems:Selecttoharvestcontacts,calendar

appointments,notes,andtasksfromtheExchangeserver.c. Harvestnon-standardExchangemessageclasses:Selecttoharvestmessageclasses

thatdonotrepresentstandardExchangeemailandmiscellaneousitems.d. Includeextendedcharactersinobjectnames:Selecttoallowextendedcharactersto

beincludedindataobjectnamesduringaharvest.e. DeterminewhetherdataobjectshaveNSRLdigitalsignature:Selecttocheckdata

objectsforNSRLdigitalsignatures.f. Enableparallelgrazing:Selecttoharvestvolumesthatwerealreadyharvestedandaregoingtobereharvested.Iftheharvestcompletesnormally,parallelizedgrazingenablesharveststobeginwheretheyleftoffwheninterruptedandtostartatthebeginning.

g. EnableOCRimageprocessing:SelectthisoptiontocontrolatagloballevelwhetherOpticalCharacterRecognition(OCR)processingisattemptedonimagefiles.Ifyouselectthisoption,youmustrestartservices.SeeRestartingandRebootingtheAppliance.

3. SpecifySkipContentprocessing.Dataobjectextensionstobeskipped:Specifythosefiletypesthatyouwanttheharvesttoignorebyaddingdataobjectextensionstobeskipped.

4. ToconfigureLocationstoignore,entereachdirectorythatmustbeskipped.IBM®StoredIQPlatformacceptsonlyoneentryperlineandthatregularexpressionscanbeused.

5. ToconfigureLimits:a. Maximumdataobjectsize:Specifythemaximumdataobjectsizetobeprocessed

duringaharvest.Duringaharvest,ilesexceedingthemaximumdataobjectsizeisnotread.Asaresult,iffull-text/contentprocessingisenabledforthevolume,theyareauditedasskipped:Configuredmax.objectsize.Theseobjectsstillappearinthevolumeclusteralongwithallfilesystemmetadata.Sincetheywerenotread,thehashisahashofthefile-pathandsizeoftheobject,regardlessofwhatthehashsettingsareforthevolume(full/partial/off).

b. Maxentityvaluesperentity:Foranyentitytype(date,city,addressandthelike),thesystemrecords,perdataobject,thenumberofvaluessetinthisfield.Thevaluesdonotneedtobeunique.Forexample,ifthemaximumvalueis1,000,andtheharvestercollects1,000instancesofthesamedate(8/15/2009)inaWorddocument,thesystemstopscountingdates.Thissettingappliestoalluser-definedexpressions(keyword,regularexpression,scoped,andproximity)andallstandardattributes.

c. Maxentityvaluesperdataobject:Acrossallentitytypes,thetotal(cumulative)numberofvaluesthatiscollectedfromadataobjectduringaharvest.A0inthisfieldmeans"unlimited".Thissettingappliestoalluser-definedexpressions(key-word,regularexpression,scoped,andproximity)andallstandardattributes.

6. ConfigureBinaryProcessing.a. Runbinaryprocessingwhentextprocessingfails:Selectthisoptiontorunbinary

processing.Thesystemrunsfurtherprocessesagainstcontentthatfailedintheharvesting.Youcanselectoptionsforwhentostartthisextendedprocessingandhowtoscancontent.Binaryprocessingdoesnotsearchimagefiletypessuchas.GIFand.JPGfortextextraction.

b. Failurereasonstobeginbinaryprocessing:Selectthecheckboxesoftheoptionsthatdefinewhentostartextendedprocessing.Binaryprocessingcanenactinextractingtextfromafilefailureinthesesituations:

WhentheformatofthefileisunknowntothesystemparametersWhenthedataobjecttypeisnotsupportedbytheharvesterscanWhenthedataobjectformatdoesnotcontainactualtext

c. Dataobjectextensions:Setbinaryprocessingtoprocessalldatafilesoronlyfilesofenteredextensions.Toaddextensions,enteroneperlinewithoutaperiod.

d. Textencoding:Setoptionsforwhatdatatoscanandextractatthestartofbinaryprocessing.ThisextendedprocessingcanacceptextendedcharactersandUTF-16andUTF-32encodedcharactersastext.ThesystemsearchesUTF-16andUTF-32bydefault.

e. Minimums:Settheminimumrequirednumberoflocated,consecutivecharacterstobeginprocessingfortextextraction.Forexample,ifyouenter4,thesystembeginstextprocessingwhenfourconsecutivecharactersofaparticularselecttextencodingarefound.Thissettinghelpsfindandextracthelpfuldatafromthebinaryprocessing,reducingthenumberoffalsepositives.

7. ClickOK.Changestoharvestersettingsdonottakeeffectuntiltheapplianceisrebootedortheapplicationservicesarerestarted.

OpticalcharacterrecognitionprocessingOpticalcharacterrecognition(OCR)processingenablestextextractionfromgraphicimagefilesthatarestoredinsidearchiveswheretheIncludecontenttaggingandfull-textindexoptionisselected.

RelatedconceptsConfigurationofIBMStoredIQPlatformOpticalcharacterrecognitionprocessing

OpticalcharacterrecognitionprocessingOpticalcharacterrecognition(OCR)processingenablestextextractionfromgraphicimagefilesthatarestoredinsidearchiveswheretheIncludecontenttaggingandfull-textindexoptionisselected.

AftercontenttypinginsidetheIBM®StoredIQPlatformprocessingpipeline,enablingOCRprocessingroutesthefollowingfiletypesthroughanopticalcharacterrecognitionengineOCRtoextractrecognizabletext.

WindowsorOS/2bitmap(BMP)Tagimagebitmapfile(TIFF)(TIFF)Bitmap(CompuServe)(GIF)PortableNetworkGraphics(PNG)

ThetextthatisextractedfromimagefilesisprocessedthroughtheIBMStoredIQPlatformpipelineinthesamemannerastextextractedfromothersupportedfiletypes.PolicieswithaspecificfeaturetowriteoutextractedtexttoaseparatefileforsupportedfiletypesdosoforimagefileswhileOCRprocessingisenabled.

TheOCRprocessingrateofimagefilesisapproximately7-10KB/secperIBMStoredIQPlatformharvesterprocess.

Parenttopic:Configuringharvestersettings

RelatedtasksConfiguringharvestersettings

Configuringfull-textindexsettingsUsethefull-textindexsettingsfeaturetocustomizeyourfull-textindex.

AboutthistaskBeforeyouconfigureorsearchthefull-textindex,considerthefollowingsituations:

Full-textfiltersthatcontainwordsmightnotreturnallinstancesofthosewords:Youcanlimitfull-textindexingforwordsthatarebasedontheirlength.Forexample,ifyouchoosetofull-textindexwordslimitedto50characters,thennowordsgreaterthan50charactersareindexed.Full-textfiltersthatcontainnumbersmightnotreturnallinstancesofthosenumbers:Thissituationcanoccurwhennumbersearchesareconfiguredasfollows:

Thelengthofnumberstofull-textindexwasdefined.Ifyouconfigurethefull-textfiltertoindexnumberswith3digitsormoreandtrytoindexthenumbers9,99,999,andthewordstock,onlythenumber999andthewordstockareindexed.Thenumbers9and99arenotindexed.Numberindexingindataobjectsthatarelimitedbyfileextensions.Forexample,ifyouchoosetofull-textindexthenumber999whenitappearsindataobjectswiththefileextensions.XLSand.DOC,thenafull-textfilterreturnsonlythoseinstancesofthenumber999thatexistindataobjectswiththefileextensions.XLSand.DOC.Althoughthenumber999canexistinotherdataobjectsthatareharvested,thesedataobjectsdonothavethefileextensions.XLSor.DOC.

Procedure1. GotoAdministration>Configuration>Application>Full-textsettings.2. ToconfigureLimits:

a. Donotlimitthelengthofthewordsthatareindexed:Selectthisoptiontohavenolimitsonthelengthofwordsthatareindexed.

b. Limitthelengthofwordsindexedto___characters:Selectthisoptiontolimitthelengthofwordsthatareindexed.Enterthemaximumnumberofcharactersatwhichtoindexwords.Wordswithmorecharactersthanthespecifiedamountarenotindexed.

3. ToconfigureNumbers:Donotincludenumbersinthefull-textindex:Selectthisoptiontohavenoindexednumbers.Thisoptionisselectedbydefault.Includenumbersinthefull-textindex:Selectthisoptiontohavenumberstobeindexed.Includenumbersinfull-textindexbutlimitthemby:Selectthisoptiontohaveonlycertainnumbersindexed.Definetheselimitsasfollows:

Numberlength:Includeonlynumbersthatarelongerthan____characters.Enterthenumberofcharactersanumbermustcontaintobeindexed.TheNumberlengthfeatureindexeslongernumbersandignoresshorternumbers.Bynotindexingshorternumbers,suchasone-andtwo-characternumbers,youcanfocusyourfilteronmeaningfulnumbers.Thesenumberscanbeaccountnumbers,SocialSecuritynumbers,creditcardnumbers,licenseplatenumbers,ortelephonenumbers.Extensions:Indexnumbersthatarebasedonthefileextensionsofthedataobjectsinwhichtheyappear.SelectLimitnumbersforallextensionstolimitnumbersinallfileextensionstothecharacterlimitssetinNumberlength.Alternatively,selectLimitnumbersfortheseextensionstolimitthenumbersthatareselectedinNumberslengthonlytodataobjectswithcertainfileextensions.Enterthefileextensionsoneperlinethatmusthavelimitednumberindexing.Anydataobjectwithafileextensionthatisnotlistedhasallindexednumbers.

4. ConfigureStopwords.Stopwordsarecommonwordsthatarefoundindataobjects.

Thesedataobjectsarenotindexedinthefull-textindex.Toindex,stopwordsliketheorbutwouldcompromisefull-textindexingspeedandtherelevancyoftheresults.Bydefault,thefollowingwordsareomittedfromthefull-textindex:a,an,and,are,as,at,be,but,by,for,if,in,into,is,it,no,not,of,on,or,such,that,the,their,then,there,these,they,this,to,was,will,with.

Ifyouwantthesystemtofindawordthatislisted,deletethewordfromthelisttoallowthefull-textindextofindit.Youmustreindextofindtheword.Toaddastopword,enteronewordperline,withoutpunctuation,whichincludeshyphensandapostrophes.

5. ConfigurePunctuationorspecialcharacterstoindexbyenteringpunctuationcharactersintheindex.Punctuationcharactersmustbeenteredwithoutspacestoseparatethem.Bydefault,onlysomepunctuationisindexedasaletterinawordbydefault.Mostpunctuationisturnedintoaspace.Tomakecertainthataspecificpunctuationcharacterisindexed,addittothislist.

6. ToconfigureIncludewordstemsinindex,selectwhethertostemwordsthatwereindexed.Forexample,employisthestemwordofwordssuchasemployed,employment,employs.Ifyouusestemmingandsearchforthetermemployed,IBM®StoredIQPlatformdenotesanyfoundinstancesofemployment,employ,employee,andsoon,whenitviewsthedataobject.

Donotstemwordsthatareindexed(fasterindexing):Bynotstemmingindexedwords,datasourcesareindexedfaster.Stemwordsthatareindexed(improvedsearching):Bystemmingindexedwords,filtersaremoreprecise,althoughslower.Withoutstemming,afilterfortradewouldneedtobewrittenastradeortradesortradingortradedtogetthesameeffect,andeventhenausercanmissaninterestingvariant.

Note:Ifstemmingfeatureisenabled,theuseofdoublequotationmarksreturnsstemmedtermsinresults.Tofindexactwordswithnostemmedterms,usesinglequotationmarks.

7. ToOptimizewildcardsuffixsearches,selectwhethertooptimizesearchesbysuffixsuchas*ology,*tion,*ious,*ive,or*less.

Donotoptimizesearchesbysuffix(fasterindexing):Bynotoptimizingsearchesbysuffix,datasourcesareindexedfaster.Optimizesearchesbysuffix(fastersearching):Byoptimizingsearchesbysuffix,searchesareconductedmorequickly;however,non-suffixsearchesorstandardwildcardsearches(suchasbird*)arenotaffected.

Note:Stemmingisnotconductedforsearchtermswithwildcards("?","*")inthem.Itistrueregardlessofthetermthatisplacedwithinsinglequotationmarks.

8. ClickOK.

SpecifyingdataobjecttypesOntheDataobjecttypespage,youcanaddnewdataobjecttypesandviewandeditknowndataobjecttypes.ThesedataobjectsappearintheDiskusage(bydataobjecttype)report.Currently,thereareover400dataobjecttypesavailable.

Procedure1. GotoAdministration>Configuration>Application>Dataobjecttypes.2. Intheadddataobjecttypesection,enteroneormoreextensionstoassociatewiththe

dataobjecttype.Theseentriesmustbeseparatesbyspaces.Forexample,enterdoctxtxls.

3. Enterthenameofthedataobjecttypetobeusedwiththeextensionorextensions.Forexample,enterMicrosoftWord.

4. ClickAddtoaddtheextensiontothelist.

ConfiguringauditsettingsAuditsettingscanbeconfiguredtodeterminethenumberofdaysandnumberofpolicyauditstobekeptbeforetheyaredeleted.

Procedure1. GotoAdministration>Configuration>Application>Auditsettings.2. Specifythenumberofdaystokeepthepolicyauditsbeforeautomaticallydeletingthem.3. Specifythemaximumnumberofpolicyauditstokeepbeforeautomaticallydeleting

them.4. Specifythefilelimitfordrill-downinpolicyaudits.5. ClickOKtosavechanges.

ConfiguringhashsettingsUsetheHashSettingspagetoconfigurewhethertocomputeahashwhenharvesting.Thepageprovidesdifferenttypesofhashes.

Procedure1. GotoAdministration>Configuration>Application>Hashsettings.2. SelectComputedataobjecthash.

Note:Whenyouhashemails,clickChooseemailfieldsandselectemailattributestobeused.Theemailhashselectionsoperateindependentlyfromthedataobjecthashsettings;thatis,adataobjectcanhaveabinaryhashoranemailhash,butnotboth.

3. Whenyouhashdataobjects,exceptforemails,specifythefollowingoptions:Entiredataobjectcontent(requiredfordataobjecttyping)Partialdataobjectcontent

4. ClickOK.

ConfiguringdesktopsettingsWhenyouconfiguredesktopsettings,youareenablingordisablingencryptionwithinIBM®StoredIQPlatform.IBMDesktopDataCollector(desktopclientorclient)enablesdesktopsasavolumetypeordatasource,allowingthemtobeusedjustasothertypesofaddeddatasources.TheclientisprovidedasastandardMSIfile,andisinstalledaccordingtothetypicalmethod(suchasMicrosoftSystemsManagementService(SMS))usedwithinyourorganization.TheclientcancollectPSTsandcompressedfilesandotherdataobjectsanditiscapableofremovingitselfwhenitsworkiscompleted.

Procedure1. GotoAdministration>Configuration>Application>Desktopsettings.2. IntheDesktopServicesarea,selecttheEncryptalltrafficto/fromdesktopscheckbox.3. SelecteitherEnabledorDisabledtoenableordisabledesktopservices.4. ClickApply.

DownloadingtheIBMDesktopDataCollectorinstallerfromtheapplicationTheIBM®DesktopDataCollectorinstallercanbedownloadedfromtheapplication.

Procedure1. GotoAdministration>Configuration>Application>Desktopsettings.2. IntheDownloadtheDesktopAgentinstallerarea,clickDownloadthedesktopclient

installer.3. Whenthedownloadiscomplete,clickSaveFile.

ResultsAfterthedesktopclientisinstalledonadesktopandconnectedtoandregisteredwiththedataserver,thatdesktopisavailableasadatasourcewithinthelistofprimaryvolumes.ConnectivityandthecorrectIPaddressarerequired.

UpgradingtheIBMDesktopDataCollectoragentTheIBM®DesktopDataCollectoragentmustbeupgradedtoopenandharvestencryptedfiles.

AboutthistaskDuringIBMDesktopDataCollectorcollection,ifIBMDesktopDataCollectorfindsanEncryptedFileSystem-encryptedfile,thenIBMDesktopDataCollectorinstallsarecoveryagentcertificate,allowingtheclienttoopentheencryptedfileandharvestfromit.

Procedure1. GotoAdministration>Configuration>Application>Desktopsettings.2. IntheUpgradesarea,selecteitherAutomaticupgradeorAvailableversions.3. ForAutomaticupgradeoptions:

Upgradesdisabled:Allupgradesaredisabled,thatis,noneisapplied.Upgradeallworkstations:Allworkstationsareupgraded.

4. ForAvailableversionsoptions:SelectManuallypublishnewversion,andthenselectthatversion.SelectAutomaticallypublishthelatestversion.

5. ClickApply.

ManagingtheEncryptedfilesystemrecoveryagentDuringIBM®DesktopDataCollectorcollection,ifIBMDesktopDataCollectorfindsanEncryptedFileSystem-encryptedfile,theIBMDesktopDataCollectorinstallsarecoveryagentcertificatesothatyoucanopentheencryptedfile.

Procedure1. GotoAdministration>Configuration>Application>Desktopsettings.2. IntheEncryptedfilesystemrecoveryagentusersarea,clickAddencryptedfilesystem

user.TheUploadRecoveryAgentCertificatedialogboxappears.3. IntheSelecta.PFXfiletoupload:textbox,clickBrowsetogotothewanted.PFXfile.

Bydefault,thesystemtakesa.PFXfile.4. Enterthe.PFXpasswordinthe.PFXpassword:textbox.Thispasswordprotectsthefile

itself.5. IntheUsername:textbox,entertheusernamefortheuser,aSAMcompatible/NT4

Domainname-styleusername.Forexample,enterMYCOMPANY\esideways.Thisusernameisthecredentialoftheusertowhomthisrecoveryagentbelongs.

6. InthePassword:textbox,enterthepasswordfortheuser.7. Optional:EnteradescriptionintheDescription:textbox.8. ClickOK.Thefileisuploaded,andtheaddeduserisvisiblewithintheUsername

column.Note:Afterusersareadded,theycanalsobeeditedordeletedwiththeEditorDeleteoptions.

VolumesanddatasourcesVolumesordatasourcesareintegraltoIBM®StoredIQPlatformindexingyourdata.

AvolumerepresentsadatasourceordestinationthatisavailableonthenetworktotheIBMStoredIQPlatformappliance.Avolumecanbeadiskpartitionorgroupofpartitionsthatisavailabletonetworkusersasasingledesignateddriveormountpoint.IBMStoredIQPlatformvolumeshavethesamefunctionaspartitionsonaharddiskdrive.WhenyouformattheharddiskdriveonyourPCintodrivepartitionsA,B,andC,youarecreatingthreepartitionsthatfunctionlikethreeseparatephysicaldrives.Volumesbehavethesamewaythatharddiskdrivediskpartitionsbehave.Youcansetupthreeseparatevolumesthatoriginatefromthesameserveroracrossmanyservers.Onlyadministratorscandefine,configure,andaddorremovevolumestoIBMStoredIQPlatform.

VolumeindexingWhenyoudefinevolumes,youcandeterminethetypeanddepthofindexthatisconducted.ServerplatformconfigurationBeforeyouconfigurevolumesonIBMStoredIQPlatform,youmustconfiguretheserverplatformsthatyouuseforthedifferentvolumetypes.Eachservertypehasrequisitepermissionsandsettings.ConfigurationofretentionserversIBMStoredIQPlatformsupportsvarioustypesofretentionservers,whichmustbeconfiguredbeforeretentionvolumesareaddedduetouniquerequirements.CreatingprimaryvolumesPrimaryvolumescanbecreatedasdatasources.CreatingretentionvolumesRetentionvolumesstoredataobjectsthatareplacedunderretention.Itmeansthattheobjectisretained.CreatingdiscoveryexportvolumesDiscoveryexportvolumescontainthedataproducedfromapolicy,whichiskeptsothatitcanbeexportedasaloadfileanduploadedintoalegalreviewtool.Administratorscanalsoconfigurediscoveryexportvolumesformanagingharvestresultsfromcyclesofadiscoveryexportpolicy.CreatingsystemvolumesSystemvolumessupportvolumeexportandimport.Whenyouexportavolume,dataisstoredonthesystemvolume.Whenyouimportavolume,dataisimportedfromthesystemvolume.ExportandimportofvolumedataThesystem’sexportandimportvolumecapabilitiesallowmetadataandfull-textindexeddatatobecollectedorexportedfromseparatelocations,suchasdataserverslocatedinvariousofficesoftheenterprise.Oncethedataisavailable,itcanbeimportedtoasinglelocation,suchasaheadquarter'sofficedataserver,whereselectedfilesmightberetained.DeletingvolumesAdministratorscandeletevolumesfromthelistofavailabledatasources,providedthatthedataserverisconnectedtothegateway.PolicylimitationsforvolumetypesVolumetypeshavedifferentpolicylimitations.

RelatedtasksCreatingretentionvolumes

VolumeindexingWhenyoudefinevolumes,youcandeterminethetypeanddepthofindexthatisconducted.

Therearethreelevelsofanalysis:

Systemmetadataindex:Thislevelofanalysisrunswitheachdatacollectioncycleandprovidesonlysystemmetadataforsystemdataobjectsinitsresults.Itisusefulasasimpleinventoryofwhatdataobjectsarepresentinthevolumesyoudefinedandformonitoringresourceconstraints(suchasfilesize)orprohibitedfiletypes(suchas.MP3s).Systemmetadatapluscontainers:Inasimplesystemmetadataindex,containerdataobjects(compressedfiles,PSTs,emailswithattachments,andthelike)arenotincluded.Thislevelofanalysisprovidescontainer-levelmetadatainadditiontothesystemmetadataforsystemdataobjects.Full-textandcontenttagging:Thisoptionprovidesthefulllocallanguageanalysisthatyieldsthemoresophisticatedentitytags.Naturally,completingafull-textindexrequiresmoresystemresourcesthanametadataindex.UsersmustcarefullydesigntheirvolumestructureandharvestssothatthemaximumbenefitofIBM®StoredIQPlatform'ssophisticatedanalyticsareused,butnotonresourcesthatdonotrequirethem.Parametersandlimitationson“full-text”indexingaresetwhenthesystemisconfigured.

Parenttopic:Volumesanddatasources

RelatedconceptsVolumesanddatasourcesConfigurationofretentionserversServerplatformconfiguration

ServerplatformconfigurationBeforeyouconfigurevolumesonIBM®StoredIQPlatform,youmustconfiguretheserverplatformsthatyouuseforthedifferentvolumetypes.Eachservertypehasrequisitepermissionsandsettings.

BecauseIBMStoredIQPlatformsupportsseveraldifferenttypesofvolumes,serverplatformsmustbeconfiguredtosupportthosevolumetypes.

ConfiguringWindowsShare(CIFS)WindowsShare(CIFS)mustbeconfiguredtoharvestandrunpolicies.ConfiguringNFSNFSmustbeconfiguredtoharvestandrunpolicies.ConfigurationofExchangeserversWhenyouconfigureExchangeservers,youmustconsidervariousconnectionsandpermissions.ConfigurationofSharePointWhenyouconfigureSharePoint,certainprivilegesarerequiredbyuseraccountalongwithIBMStoredIQPlatformrecommendations.Additionally,SharePoint2007and2010requiretheconfigurationofalternate-accessmappingstomapIBMStoredIQPlatformrequeststothecorrectwebsites.ConfiguringDocumentumDocumentumhasconfigurationrequirementswhenitisusedasaserverplatform.ConfiguringEnterpriseVaultsitesEnterpriseVaultsitesmustbeconfiguredbeforetheadditionofanEnterpriseVaultvolume.ConfigurationofDiscoveryAcceleratorBeforeyouconfigureDiscoveryAcceleratorprimaryvolumes,youmustconfigureDiscoveryAcceleratorcustomerinformationandEnterpriseVaultsitessequentiallysothatcertainconfigurationitemscanappearinthevolumeconfigurationlists.ConfiguringNewsGatorWhenNewsGatorisusedasaserverplatform,severalprivilegesmustbeconfigured.

RelatedconceptsVolumesanddatasourcesConfigurationofretentionserversVolumeindexingConfigurationofExchangeserversConfigurationofSharePointConfigurationofDiscoveryAccelerator

RelatedtasksConfiguringWindowsShare(CIFS)ConfiguringNFSConfiguringDocumentumConfiguringEnterpriseVaultsitesConfiguringNewsGator

ConfiguringWindowsShare(CIFS)WindowsShare(CIFS)mustbeconfiguredtoharvestandrunpolicies.

ProcedureToharvestandrunpoliciesonvolumesonWindowsShare(CIFS)servers,theusermustbeinthebackupoperatorgroupontheWindowsShareserverthatshowsthesharesonIBM®StoredIQPlatform.

Parenttopic:Serverplatformconfiguration

RelatedconceptsServerplatformconfigurationConfigurationofExchangeserversConfigurationofSharePoint

ConfiguringNFSNFSmustbeconfiguredtoharvestandrunpolicies.

ProcedureToharvestandrunpoliciesonNFSservers,youmustenablerootaccessontheNFSserverthatisconnectedtoIBM®StoredIQPlatform.

RelatedconceptsServerplatformconfigurationConfigurationofExchangeserversConfigurationofSharePoint

ConfigurationofExchangeserversWhenyouconfigureExchangeservers,youmustconsidervariousconnectionsandpermissions.

Secureconnection:IfyouwanttoconnecttoExchangevolumesoverHTTPS,youmustaddportnumber443aftertheservername,forexample,qa03exch2000.qaw2k.local:443.Insomecases,thissecureconnectioncanresultinsomeperformancedegradationduetoSSLrunninglarge.Ifyouenterthevolumeinformationwithoutthe443suffix,thedefaultconnectionwillbeoverHTTP.PermissionsforExchange2003:ThefollowingpermissionsmustbesetontheExchangeservertothemailboxstoreorthemailboxesfromwhichyouharvest.

ReadExecuteReadpermissionsListcontentsReadpropertiesListobjectReceiveas

PermissionsforExchange2007and2010:TheFullAccesspermissionsmustbesetontheExchangeservertothemailboxstoreorthemailboxesfromwhichyouwillharvest.RecoverableitemsinExchange2010:ToharvesttherecoverableitemsfoldersinExchange2010,youmustbeloggedinasanadministratorrole.Deleteditems:ToharvestitemsthatweredeletedfromtheExchangeserver,enableExchange’stransportdumpstersettings.Formoreinformation,seeMicrosoft®ExchangeServer2010Administrator'sPocketConsultant.Configurationinformationisalsoavailableonlineatwww.microsoft.com.WindowsAuthentication:Forallsupportedversions,enableIntegratedWindowsAuthenticationoneachExchangeserver.

EnablingintegratedWindowsauthenticationonExchangeserversWindowsauthenticationcanbeintegratedonExchangeservers.ImprovingperformanceforIIS6.0andExchange2003WithinIBMStoredIQPlatform,performancecanbeimprovedforIIS6.0andExchange2003.

RelatedconceptsServerplatformconfiguration

RelatedtasksConfiguringWindowsShare(CIFS)ConfiguringNFSEnablingintegratedWindowsauthenticationonExchangeserversImprovingperformanceforIIS6.0andExchange2003

EnablingintegratedWindowsauthenticationonExchangeserversWindowsauthenticationcanbeintegratedonExchangeservers.

Procedure1. FromMicrosoftWindows,logintotheExchangeServer.2. GotoAdministrativeTools>InternetInformationServices(IIS)Manager.3. GotoInternetInformationServices>NameofExchangeServer>WebSites>Default

WebSite.4. Right-clickDefaultWebSite,andthenclicktheDirectorySecuritytab.5. IntheAuthenticationandaccesscontrolpane,clickEdit.6. SelectProperties.TheAuthenticationMethodswindowappears.7. IntheAuthenticationaccesspane,selecttheIntegratedWindowsauthenticationcheck

box.8. ClickOK.9. RestartIISservices.

Parenttopic:ConfigurationofExchangeservers

RelatedconceptsConfigurationofExchangeservers

ImprovingperformanceforIIS6.0andExchange2003WithinIBM®StoredIQPlatform,performancecanbeimprovedforIIS6.0andExchange2003.

Procedure1. FromMicrosoftWindows,logontotheExchangeServer.2. GotoAdministrativeTools>InternetInformationServices(IIS)Manager.3. SelectInternetInformationServices><NameofExchangeServer>>WebSites>

ApplicationPools.4. Right-clickApplicationPoolsandselectProperties.5. OnthePerformancetab,locatetheWebGardensection.6. Ifthenumberofworkerprocessesisdifferentfromthedefaultvalueof1,thenchange

thenumberofworkerprocessesto1.7. ClickOK.8. RestartIISServices.

Parenttopic:ConfigurationofExchangeservers

RelatedconceptsConfigurationofExchangeservers

ConfigurationofSharePointWhenyouconfigureSharePoint,certainprivilegesarerequiredbyuseraccountalongwithIBM®StoredIQPlatformrecommendations.Additionally,SharePoint2007and2010requiretheconfigurationofalternate-accessmappingstomapIBMStoredIQPlatformrequeststothecorrectwebsites.

ToconfigureSharePoint,considertheseconnectionsandprivileges:

SecureConnectionIfyouwanttoconnecttoSharePointvolumesoverHTTPS,youcanusetheUseSSLcheckbox,orcanaddtheportnumber443aftertheservernamewhenyousetupthevolumeonIBMStoredIQPlatform,forexample,qa01.company.com:443.Insomecases,thissecureconnectioncanresultinsomeperformancedegradationduetoSecureSocketLayer(SSL)runninglarge.Ifyouenterthevolumeinformationwithoutthe443suffix,thedefaultconnectionisoverHTTP.

PrivilegesTorunpoliciesonSharePointservers,youmustusecredentialswithFullControlprivileges.Useasitecollectionadministratortoharvestsubsitesofasitecollection.

PrivilegesrequiredbyuseraccountIBMStoredIQPlatformistypicallyusedwithSharePointforoneoftheseinstances:toharvestandtreatSharePointasasourceforpolicyactionsortouseasadestinationforpolicyactions,whichmeansthatyoucanwritecontentintoSharePointwith.Considerthesepoints:

AttributesarenotsetorresetonaSharePointharvestorifyoucopyfromSharePoint.AttributesaresetonlyifyoucopytoSharePoint.

Youmustdenotethefollowingsituations:

IfyouplantoreadonlyfromtheSharePoint(harvestandsourcecopiesfrom),thenyoumustuseusercredentialswithReadprivilegesonthesiteandallofthelistsanddataobjectsthatyouexpecttoprocess.IfyouplantouseSharePointasadestinationforpolicies,youmustuseusercredentialswithContributeprivilegesonthesite.MorePrivilegesforSocialData:IfyouwanttoindexallthesocialdataforauserprofileinSharePoint2010,thentheusercredentialsmustownprivilegestoManageSocialDataaswell.RecommendedPrivileges:Useasitecollectionadministratortoensurethatalldataisharvestedfromasiteorsitecollection.

Alternate-accessmappingsAlternate-accessmappingsmapURLspresentedbyIBMStoredIQPlatformtointernalURLsreceivedbyWindowsSharePointServices.Analternate-accessmappingisrequiredbetweentheservernameandoptionalportthatisdefinedintheSharePointvolumedefinitionandtheinternalURLofthewebapplication.IfSSLisusedtoaccessthesite,ensurethatthealternate-accessmappingURLuseshttps://astheprotocol.

RefertoMicrosoftSharePoint2007or2010documentationtoconfigurealternate-accessmappings.ThesemappingsarebasedonthepublicURLthatisconfiguredbythelocalSharePointadministratorandusedbytheIBMStoredIQPlatformSharePointvolumedefinitions.

Forexample,youareaccessingaSharePointvolumewiththefullyqualifieddomainname,http://itweb.storediqexample.com,fromtheintranetzone.Analternate-accessmappingforthepublicURLhttp://itweb.storediqexample.comfortheintranetzonemustbeconfiguredfortheSharePoint2007or2010webapplicationthathoststhesitetobeaccessedbythevolume

definition.IfyouareaccessingthesamevolumewithSSL,themappingaddedmustbefortheURLhttps://itweb.storediqexample.cominstead.

Note:WhenyouconfigureSharePointvolumeswithnon-qualifiednames,youareenteringtheURLforaSharePointsitecollectionorsitethatisusedbyIBMStoredIQPlatforminthevolumedefinition.Considerthefollowingconditions:

TheURLmustbevalidabouttheAlternateAccessMappingsthatareconfiguredinSharePoint.IfthehostnameintheURLdoesnotconveythefullyqualifieddomaintoauthenticatetheconfigureduser,anActiveDirectoryservermustbespecified.ThespecifiedActiveDirectorymustbeafullyqualifieddomainnameandisusedforauthentication.

RelatedtasksConfiguringWindowsShare(CIFS)ConfiguringNFS

ConfiguringDocumentumDocumentumhasconfigurationrequirementswhenitisusedasaserverplatform.

ProcedureTorunharvestsandcopyfromDocumentumservers,youmustusetheContributorrole.

ConfiguringEnterpriseVaultsitesEnterpriseVaultsitesmustbeconfiguredbeforetheadditionofanEnterpriseVaultvolume.

Procedure1. GotoAdministration>Datasources>Specifyservers.2. ClickEnterpriseVaultsites,andthenclickAddnewEnterpriseVaultsite.3. IntheSitenamefield,enterauniquelogicalsitename.Thisnameappearsinthescreens

thatareusedtoconfigureEnterpriseVaultvolumes.4. IntheEnterpriseVaultsitealiasfield,entertheFQDNoftheEnterpriseVaultServer.

Eachservercanbeaddedonlyonetime.5. IntheUsernamefield,entertheloginname.Iftheuserisadomainuser,thenenterthe

loginnameasdomain\user.TheEnterpriseVaultServiceAccountorauserwithequivalentprivilegesmustbeused.

6. InthePasswordfield,entertheuser’spasswordtoauthenticatewithActiveDirectory.7. ClickOKtosavethesite.

ConfigurationofDiscoveryAcceleratorBeforeyouconfigureDiscoveryAcceleratorprimaryvolumes,youmustconfigureDiscoveryAcceleratorcustomerinformationandEnterpriseVaultsitessequentiallysothatcertainconfigurationitemscanappearinthevolumeconfigurationlists.

YoumustlogintotheDiscoveryAcceleratorserverandruntheImportExport.exetoolintheinstallationfoldertoobtaintheappropriateCustomerIDsandcustomerdatabasenames.

DiscoveryAcceleratorWeb-ServicesInterface:InorderforIBM®StoredIQPlatformtointerfacewithEnterpriseVaultwiththeDiscoveryAcceleratorwebservices,thefollowingconfigurationsmustbemadeontheDiscoveryAcceleratorservice.

1. LogintotheDiscoveryAcceleratorclientinterfaceasaVaultUserorDiscoveryAdministrator.

2. ClicktheConfigurationtabandexpandtheAPIoptionsontheSettingspage.3. IntheAPIsettingsgroup,ensurethattheAPIEnabledsettingisenabled.4. ConfigureaTemporaryStorageAreaasneeded.Ensurethatithassufficientfree

spaceandthatanyauthenticatedusersthatdefinevolumesagainstDiscoveryAcceleratorhaveFullControlpermissionsonthisstoragearea.Additionally,considerconfiguringtheTemporaryStorageAreaCleanupInterval.Dependingonthesizeoftheclusterthatisdeployed,typically,thedefaultvalueof30minutescanbesufficient.Ifgreaterthanfournodesinthecluster,thisintervalmustbereducedformorefrequentcleanupstofreeupstoragespace.

ImproveperformanceforIIS6.0:IftheDiscoveryAcceleratorserverrunsoverIIS6.0,anexistingbuginIIScausessevereperformancedegradationwhenusedalongwithKerberosauthentication.ThehotfixdescribedinMicrosoftKnowledgeBasearticle917557(http://support.microsoft.com/kb/917557)canbeappliedtotheserverinthiscase.

DiscoveryAcceleratorpermissionsThecredentialsthatareusedforreferencingtheEnterpriseVaultSitearecredentialsoftheVaultUseroranyotheradministrator.IBMStoredIQPlatformvalidatesthatthecredentialsarestrongenoughforitto:

LoginremotelytothespecifiedserverPerformDCOMoperationsoverRPCremotely

ToharvestaDiscoveryAcceleratorvolumesuccessfully,ausermusthavethefollowingprivileges:

ArolethatisdefinedintheDiscoveryAcceleratorWebApplicationReviewmessagespermissionforthecasethatisusedinthevolumedefinitionFolderreviewpermissionsonacase,ifafolder(sometimesalsocalledaResearchFolder)inthecaseisgoingtobeharvestedPermissiontosetallofthereviewmarksthatareselectedforthevolumedefinition

ConfiguringsecuritysettingsforEnterpriseVaultserversThefollowingprocedureaddressesonlythestandardsecuritysettingsthatmustbeconfiguredontheWindowsServershostingEnterpriseVaulttoallowittointeractwithIBMStoredIQPlatform.

Relatedtasks

ConfiguringsecuritysettingsforEnterpriseVaultservers

ConfiguringsecuritysettingsforEnterpriseVaultserversThefollowingprocedureaddressesonlythestandardsecuritysettingsthatmustbeconfiguredontheWindowsServershostingEnterpriseVaulttoallowittointeractwithIBM®StoredIQPlatform.

Procedure1. GotoAdministration>Datasources>Specifyservers.2. ClickDiscoveryAcceleratorcustomers,andthenclickAddnewDiscoveryAcceleratorcustomer.

3. IntheCustomernamefield,enterauniquedisplaynameoftheDAcustomer.ThisnameappearsinthescreensthatareusedtoconfigureEnterpriseVaultvolumes.

4. IntheDiscoveryAcceleratorserverfield,entertheDNSnameofthephysicalserverthatrunsDiscoveryAccelerator.

5. IntheDiscoveryAcceleratorcustomerIDfield,enterthecustomerIDvaluethatisobtainedfromDiscoveryAccelerator.EachuniquecombinationofDiscoveryAcceleratorservernameandcustomerIDcanbeusedonlyonetime.

6. IntheCustomervirtualdirectoryfield,entertheIISVirtualDirectorywheretheDiscoveryAcceleratorwebserviceislocated.

7. IntheDiscoveryAcceleratorinstallationfolderfield,enterthepathwhereEnterpriseVaultBusinessAcceleratorwasinstalledontheDiscoveryAcceleratorserver.IBMStoredIQPlatformrequiresthispathsothatDiscoveryAcceleratorcanbeaccessedduringconfiguration.

8. ClickOKtosavethesite.

Parenttopic:ConfigurationofDiscoveryAccelerator

RelatedconceptsConfigurationofDiscoveryAccelerator

ConfiguringNewsGatorWhenNewsGatorisusedasaserverplatform,severalprivilegesmustbeconfigured.

AboutthistaskPrivilegesRequiredbyUserAccount:TheuseraccounttoharvestorcopyfromaNewsGatorvolumemusthavetheLegalAuditpermissionontheNewsGatorSocialPlatformServicesrunningontheSharePointfarm.

Procedure1. LoginasanadministratortoyourSharePointCentralAdministrationSite.2. UnderApplicationManagement,selectManageServiceApplications.3. IntheManageServiceApplicationsscreen,selecttheNewsGatorSocialPlatform

Servicesrow.4. Fromthetoolbar,selectAdministrators.5. AddtheuseraccountthatisusedfortheNewsGatorharvesttothelistofadministrators.

EnsurethattheaccounthastheLegalAuditpermission.

ConfigurationofretentionserversIBM®StoredIQPlatformsupportsvarioustypesofretentionservers,whichmustbeconfiguredbeforeretentionvolumesareaddedduetouniquerequirements.

RetentionserversmustbeconfiguredbeforeyouaddretentionvolumestoIBMStoredIQPlatform.AsIBMStoredIQPlatformsupportsdifferenttypesofretentionservers,therearevariousconfigurationoptions.

CreatingCenterapoolsWhenaCenterapooliscreated,anemptyvolumesetisautomaticallycreatedandassociatedwiththeCenterapool.ThisfeatureenablestheharvestingofunknownCenteravolumessobusinesspoliciescanbeappliedtodataobjectsonalreadyretainedstorageservers.Thevolumesetcannotbeeditedordeletedfromthemanagevolumesetspage.ConfiguringtheDellDXObjectStoragePlatformADellDXStorageClustermustbedefinedbeforeaDellDXStoragevolumecanbeadded.Afteryoudefinethecluster,theclusterisavailableinthelistofavailableoptionswhenaDellDXStoragevolumeisadded.ConfiguringEnterpriseVaultWhenyouconfigureEnterpriseVaultasaretentionvolume,youmustconfigurebothsecuritysettingsandDCOM.ConfiguringIBMInformationArchiveRetentionServersBeforeyoucreateretentionvolumes,youneedtoconfiguresettingsonyourIBMInformationArchiveretentionserver.Filesthataresenttoretentionmusthaveacorrespondingmanagementclasstomanagetheretentionperiodsettings.Theseclassesrequireadefinedclass,policydomain,policyset,andnodeontheIBMInformationArchiveretentionserver.NetAppSnapLockWhenyouconfigureNetAppSnapLockasaretentionserver,certainconfigurationrequirementsmustbemet.HitachiHCAPconfigurationrequirementsInorderforIBMStoredIQPlatformtoaccesstheHitachiHCAPserver,certainconfigurationrequirementsmustbemet.

RelatedconceptsServerplatformconfigurationVolumeindexingConfiguringEnterpriseVaultNetAppSnapLockHitachiHCAPconfigurationrequirements

RelatedtasksCreatingCenterapoolsConfiguringtheDellDXObjectStoragePlatformConfiguringIBMInformationArchiveRetentionServersConfiguringFileNetConfiguringChattermessages

CreatingCenterapoolsWhenaCenterapooliscreated,anemptyvolumesetisautomaticallycreatedandassociatedwiththeCenterapool.ThisfeatureenablestheharvestingofunknownCenteravolumessobusinesspoliciescanbeappliedtodataobjectsonalreadyretainedstorageservers.Thevolumesetcannotbeeditedordeletedfromthemanagevolumesetspage.

AboutthistaskAdvancedretentionfeaturemustbeenabled.

Permissions:TosupportallIBM®StoredIQPlatformfeatures,thefollowingeffectiveaccessprofilerightstoaCenterapoolmustbeenabled:

Read(D)elete(Q)uery(E)xist(W)riteRetention(H)old

CenteraPools:IfyouhaveanintegratedCenteraserver,youneedtocreateaCenterapoolbeforeyoucanaddaCenteravolume.Unlikeothervolumes,CenteraserversarenotplacedintovolumesetsbutintoCenteraPools.Afteryoucreateapool,theCenterapoolisinthelistofavailablechoiceswhenaCenteravolumeisadded.

Procedure1. GotoAdministration>Datasources>Specifyvolumes.2. InCenterapools,clickCreatenewpooltoopentheCenterapooleditor.3. EnterauniquenamefortheCenterapoolintheIBMStoredIQPlatformpoolprofile

nametextbox.4. Choosehowtodefinethepool.SelecteitherStructuredOutputorSingletextfieldand

enteraconnectionstring.SpecifyAccess:EnteraprofilenameandSecretforthepool.Use.peafile:Thisfileisapool-entryauthorization.Forinformationaboutcreatingthistypeoffile,seeCenteraMonitorandAdministrationGuide.

5. IfyouchoseStructuredinput,clickAddnewconnectionintheConnectionssection.6. EntertheIPaddressforanaccesspointontheserver,andthenclickAdd.Multiple

accesspointscanbespecifiedforfailoverintheeventofaproblematicaccessnode.7. ClickOKtosavethepool.ThepoolisnowavailableintheAddvolumesdialogwhena

Centeravolumeisadded.

Parenttopic:Configurationofretentionservers

RelatedconceptsConfigurationofretentionserversNetAppSnapLockHitachiHCAPconfigurationrequirements

ConfiguringtheDellDXObjectStoragePlatformADellDXStorageClustermustbedefinedbeforeaDellDXStoragevolumecanbeadded.Afteryoudefinethecluster,theclusterisavailableinthelistofavailableoptionswhenaDellDXStoragevolumeisadded.

Procedure1. GotoAdministration>Datasources>SpecifyServers>DellDXStorageClusters.2. IntheDellDXStorageClusterlist,selectAddnewDellDXStorageCluster.3. EnterauniquenamefortheProfilename.4. EntertheDellDXStorageClustername.ThisnamemustbethesamewhentheDXCSNisconfigured.

5. Enteraportnumberthatisusedtocommunicatewiththestoragecluster.Thedefaultvalueis80.

6. Optional:Specifyalternativeaddressestobeusedtocommunicatewiththestoragecluster.ThisaddressmustbeoneormoreIPaddressesorDNSnamesthatmaptoDXStorageNodesorDXCSNinthecluster.Individualentriesmustbeseparatedbyacomma.

7. Optional:SpecifytheIPaddressorDNSnameforaDRSiteDXCSNthatcanbeusedforfailover.

8. EnteraStartingIPaddressforcluster.EachnodeintheIBM®StoredIQPlatformclusterisassignedanIPaddressintheDellDXStorageClusterprivatenetwork.TheStartingIPaddressmustbeanunused,validIPaddresswithintheDellDXStorageClusterprivatenetwork.Forexample,if172.17.17.100isenteredforafive-nodeIBMStoredIQPlatformcluster,172.17.17.100,172.17.17.101,172.17.17.102,172.17.17.103,and172.17.17.104areusedbyIBMStoredIQPlatform.

9. EntertheNetmaskvaluefortheDellDXStorageClusterprivatenetwork.Typically,thisvalueis255.255.255.0.

10. ThevalueoftheSwitchport,whichmustbeusedontheIBMStoredIQPlatformswitchestolinkwiththeDellDXStorageCluster.

ConfiguringEnterpriseVault

WhenyouconfigureEnterpriseVaultasaretentionvolume,youmustconfigurebothsecuritysettingsandDCOM.

BeforeyouuseEnterpriseVaulttocreateretentionvolumes,youmustconfigureDiscoveryAcceleratorcustomersandEnterpriseVaultsitessequentiallysothatcertainconfigurationitemscanappearintheretentionvolumeconfigurationlists.YoumustlogintoDiscoveryAcceleratorandruntheImportExport.exetooltoobtaintheappropriateCustomerIDsandcustomerdatabasenames.

Note:IfyouuseasystemotherthanIBM®StoredIQPlatformtoimportdataintoEnterpriseVaultbutstillwanttouseIBMStoredIQPlatformforexportingoutofDiscoveryAccelerator,youmustdefineanEnterpriseVaultsitewithinIBMStoredIQPlatformandthenusethatsitetodefineaDiscoveryAcceleratorvolume.WhenyoudefinetheEnterpriseVaultsite,configuringDCOMconfigurationisaprerequisite.

EnablingremoteDCOM

RemoteDCOMisrequiredonallEnterpriseVaultserversandDiscoveryAccelerator.

AboutthistaskYoucanusetheDCOMConfigutility(DCOMCnfg.exe)foundinAdministrativeToolsinControlPaneltoconfigureDCOMsettingsasComponentServices.ThisutilitydisplaysthesettingsthatenablecertainuserstoconnecttothecomputerremotelythroughDCOM.MembersoftheAdministratorsgroupareallowedtoconnectremotelytothecomputerbydefault.

IftheEnterpriseVaultServiceAccountortheuserwhosecredentialsareusedtodefinetheEnterpriseVaultSiteIBMStoredIQPlatformdoesnothavepermissionstoconnectremotelyforDCOM,thenfollowthisprocedureonthetargetserver.

Procedure1. Rundcomcnfgasauserwithadministratorprivileges.2. IntheComponentServicesdialogbox,expandComponentServices,expandComputers,

andthenright-clickMyComputer>DefaultProperties.Ifnotalreadyenabled,selecttheEnableDistributedCOMonthisComputercheckbox.

3. ClicktheCOMSecuritytab.4. UnderLaunchandActivationPermissions,clickEditLimits.5. IntheLaunchPermissiondialogbox,followthesestepsiftheusernamedoesnotappear

intheGroupsorusernameslist:a. IntheLaunchPermissiondialogbox,clickAdd.b. IntheSelectUsers,Computers,orGroupsdialogbox,addtheusernameandthen

clickOK.c. IntheLaunchPermissiondialogbox,selectyouruserandintheAllowcolumn

underPermissionsforUser,selectRemoteLaunchandselectRemoteActivation,andthenclickOK.

AllowingDCOMtrafficthroughtheWindowsfirewall

DCOMtrafficmustbeallowedthroughtheWindowsfirewallforEnterpriseVaultserversandDiscoveryAccelerator.

AboutthistaskToallowDCOMtrafficoverthenetworkonthetargetserver,theDCOMTCPport(135)mustbeopenontheFirewall.Thiscommandopensthisportifitisclosed:

netshfirewalladdportopeningprotocol=tcpport=135name=DCOM_TCP135

YoucanalsousetheFirewallUserInterfacetoopentheport.

Procedure1. IntheControlPanel,double-clickWindowsFirewall.2. ClickChangeSettings,andthenclicktheExceptionstab.3. IntheExceptionswindow,selectthecheckboxforDCOMtoenableDCOMtraffic

throughthefirewall.Ifthereisnosuchcheckbox,youcana. ClickAddPort.b. Inthedialogbox,enterNameasDCOMandPortnumberas135.EnsurethatTCPis

selected.c. ClickOK.

ConfiguringIBMInformationArchiveRetentionServersBeforeyoucreateretentionvolumes,youneedtoconfiguresettingsonyourIBMInformationArchiveretentionserver.Filesthataresenttoretentionmusthaveacorrespondingmanagementclasstomanagetheretentionperiodsettings.Theseclassesrequireadefinedclass,policydomain,policyset,andnodeontheIBMInformationArchiveretentionserver.

AboutthistaskUsetheTivoliStorageadministrativeclient,dsmadmc,toentercommands.Youcanusetheadministrativeclientineitherinteractiveorbatchmode.SeeTivoliStorageManagerAdministrator'sReferenceformoredetailsaboutusingtheadministrativeclient.

Procedure1. Createapolicydomain.Forexample,

definedomainExample_PDdesc='ExampleDomain'archret=1

2. Createapolicysetforthepolicydomain.

definepolicysetExample_PDExample_PS

3. Createoneormoremanagementclasses.TheseclassesarereferredtoasRetentionClassesintheapplication’suserinterface.Eachmanagementclasshasonlyonecopygroupthatisassignedtoit.

DefinemgmtclassExample_PDExample_PSExample_MG_CRdesc='ExampleDomainchronologicalretentionmanagementclass’

DefinemgmtclassExample_PDExample_PSExample_MG_0DAYdesc='ExampleDomainzerodayretention'

DefinemgmtclassExample_PDExample_PSExample_MG_10DAYdesc='ExampleDomain10dayretention'

4. Createanarchivecopygroupforeachmanagementclassthatisdefinedbefore.Thecopygroupmustincluderetinit=creation.Forexample,

DefinecopygroupExample_PDExample_PSExample_MG_CRSTANDARDtype=archivedestination=archivepoolretver=1retinit=creation

DefinecopygroupExample_PDExample_PSExample_MG_0DAYSTANDARDtype=archivedestination=archivepoolretver=0retinit=creation

DefinecopygroupExample_PDExample_PSExample_MG_10DAYSTANDARDtype=archivedestination=archivepoolretver=10retinit=creation

5. Assignoneofthemanagementclassesthatarecreatedbeforeasthedefaultmanagementclassforthepolicydomain.

6. AssigndefmgmtclassExample_PDExample_PSExample_MG_CR.7. Completethedefinitionofthepolicydomainbyvalidatingandactivatingthepolicyset.8. ValidatepolicysetExample_PDExample_PS.9. ActivatepolicysetExample_PDExample_PS.10. Createanode.ItactsasaconnectionbetweenIBM®StoredIQPlatformandtheserver

andisusedwhenyoudefineIBMStoredIQPlatformvolumes.Forexample,

registernodeExampleDomainpassworddomain=Example_PD

Note:Youcanalsousethequerynodecommandtolistnodes.

NetAppSnapLockWhenyouconfigureNetAppSnapLockasaretentionserver,certainconfigurationrequirementsmustbemet.

Note:UseIBM®StoredIQPlatformtomanagefiles:NetAppSnapLockretentionserversdonotlockoutuserdeletionandmodificationoffilesthatdonothaveanactiveretentionperiod.AlwaysuseIBMStoredIQPlatformtomanagefilesonretention.

WhenyoupreparetoaddSnapLockretentionvolumes,youmusthavelicensedSnapLock.YoumustcreateatleastoneSnapLockvolumeandshareitusingeitherWindowsShareorNFS(orboth),andinitializetheSnapLockcomplianceclock.SeetheNetAppadministratordocumentationforspecificinstructions.

Whenyouconfiguretheserver,settheretentionperiodsettings.Settheminimumsettingtozerowhilenotenteringamaximumsetting.AccesstheSnapLockserverandenterthefollowingcommands:

voloptions<vol-name>SnapLock_minimum_period0dvoloptions<vol-name>SnapLock_default_periodmin

RelatedconceptsConfigurationofretentionserversConfiguringEnterpriseVault

HitachiHCAPconfigurationrequirementsInorderforIBM®StoredIQPlatformtoaccesstheHitachiHCAPserver,certainconfigurationrequirementsmustbemet.

TheIBMStoredIQPlatformapplicationaccessestheHitachiHCAPserverwithHTTP.TheHTTPgatewaymustbeenabledontheserver.Dependingonthecurrentallow/denylistsfortheHTTPgateway,youmightneedtoaddtheIBMStoredIQPlatformdataserver'sIPaddressestotheAllowIPaddresseslist.

RelatedconceptsConfigurationofretentionserversConfiguringEnterpriseVault

CreatingprimaryvolumesPrimaryvolumescanbecreatedasdatasources.

Procedure1. GotoAdministration>Datasources>Specifyvolumes>Volumes.2. OnthePrimaryvolumelistpage,clickAddprimaryvolumes.3. Entertheinformationthatisdescribedinthefollowingtable,whichisbasedonyour

servertype.4. ClickOKtosavethevolume.5. Selectoneofthefollowingoptions:

Addanothervolumeonthesameserver.Addanothervolumeonadifferentserver.Finishedaddingvolumes.

ThistabledescribesthefieldsthatareavailableintheAddvolumedialogboxwhenyouconfigureprimaryvolumes.

Note:Case-sensitivityrulesforeachservertypeapply.Redasteriskswithintheuserinterfacedenotethefields.

Table1.Primaryvolumes:Fields,requiredactions,andapplicablevolumetypesFieldname

Requiredaction SpecialnotesApplicablevolumetype

ForDocumentum,

CIFS(Windowsplatforms)NFSv2andv3

Exchan

Servertype

IntheServertypelist,selecttheservertype.

ForDocumentum,youmustspecifythedocbroker.SeeConfiguringDocumentum.ForDiscoveryAccelerator,youmustfirstcreateaDiscoveryAcceleratorsiteandanEnterpriseVaultsite.ForDomino,youmustfirstuploadatleastoneuser.id.SeeAddingDominoasaPrimaryVolume.ForDesktop,thedesktopagentmustbeinstalledonthatdesktopandthenpointedtothedataserver.DesktopdoesnotappearintheServertypelist.Instead,itappearsasanavailableserverorvolume.ForFileNet,seeConfiguringFileNetForChatter,seeConfiguringChattermessages.

ngeSharePointDocumentumDiscoveryAcceleratorDominoFileNetNewsGatorLivel

inkJiveC

Chatter

Version

IntheVersionlist,selecttheappropriateversion.

Exchange

Server

IntheServertextbox,enterthefullyqualifiednameoftheserverwherethevolumeisavailableformounting.

ForExchangeprimaryvolumes,itisthefullyqualifieddomainnamewheretheOWAis.MultipleClientAccessserversonExchange2007aresupported.Theservermustbeload-balancedattheIPorDNSlevel.ForNetApp,selectthepredefinedserverfromthelist.ForDomino,selecttheappropriateusername,whichwasenteredwiththeConfigurationsubtabintheLotusNotesuseradministrationarea.WhenyouaddSharePointvolumesthatcontainspacesintheURL,see

SpecialNote:AddingSharePointVolumes.ForDesktop,thedesktopagentmustbeinstalledonthatdesktopandthen

CIFS(Windowsplatforms)NFSv2andv3NetAppExchangeSharePointD

desktopandthenpointedtothedataserver.DesktopdoesnotappearintheServertypelist.Instead,itappearsasanavailableserverorvolume.

DominoFileNetNewsGatorJiveLivelink

Customer

IntheCustomerlist,selectthecustomerforthisvolume.

DiscoveryAccelerator

FileNetconfig

UsetheFileNetconfiglisttoselecttheFileNetserveryouwouldliketouseforthisconfiguration.

Formoreinformation,seeConfiguringFileNet.

FileNet

Mailboxserver

Whenyouconfiguremultipleclientaccessservers,enterthenameofoneormoremailboxservers,whichareseparatedbyacomma.

ForExchangeprimaryvolumes,itisthefullyqualifieddomainnamewherethemailboxtobeharvestedis.

ExchangeEx

change

ActiveDirectoryserver

IntheActiveDirectoryservertextbox,enterthenameoftheActiveDirectoryserver.

ItmustbeafullyqualifiedActiveDirectoryserver.

eDiscoveryAcceleratorSharePoint

Protocol TouseSSL,selecttheProtocolcheckbox.

APIclientusesHTTPoverSSLtocommunicatewithDiscoveryAcceleratorServerconfiguration.

ExchangeDiscoveryAcceleratorSharePointNewsG

GatorJive

Docbase

IntheDocbasetextbox,enterthenameoftheDocumentumrepository.

ADocumentumrepositorycontainscabinets,andcabinetscontainfoldersanddocuments.

Documentum

Port InthePorttextbox,enterthenameoftheport.

Livelink

Database

IntheDatabasetextbox,enterthenameofthedatabase.

Livelink

Searchslice

IntheSearchslicetextbox,enterthenameofthesearchslice.

LivelinkCIFS(Windowsplatforms)ExchangeShare

Connectas

IntheConnectastextbox,enterthelogonIDthatisusedtoconnectandmountthedefinedvolume.

ForDomino,selecttheusernamefortheprimaryuserID.TheuserIDmustbeconfiguredontheSystemConfigurationscreenundertheLotusNotesuseradministrationlink.

ePointDocumentumDominoDiscoveryAcceleratorFileNetNewsGatorJiveChatterLiv

elinkCI

Password

InthePasswordtextbox,enterthepasswordthatisusedtoconnectandmountthedefinedvolume.

ForDomino,enterthepasswordfortheprimaryuserID.

IFS(Windowsplatforms)ExchangeSharePointDocumentumDominoDiscoveryAcceleratorFi

FileNetNewsGatorJiveChatterLivelink

Site IntheSitelist,selectthesiteofthevolume.

Authtoken

IntheAuthtokentextbox,enterthetokenthatisusedtoauthenticatetheChattervolume.

TheauthtokenmustmatchtheusernamethatisusedintheConnectasfield.AuthtokenscanbegeneratedonlineonSalesforce.SeeConfiguringchattermessages.

Chatter

Objectstore

IntheObjectstorelist,selectthewantedobjectstore.

TheobjectstoremustexistbeforethecreationofaFileNetprimaryvolume.

FileNet

Volume

IntheVolumetextbox,enterthenameornamesofthevolumetobemounted.

ForExchange,Domino,Documentum,EnterpriseVault(primaryvolume),andNewsGator,enterafriendlynameforthevolume.WhenyouaddSharePointvolumesthatcontainspacesintheURL,seeSpecialNote:AddingSharePointVolumes.

(Windowsplatforms)NFSv2andv3NetAppExchangeSharePointDocumentumDisc

overyAc

cceleratorDominoFileNetNewsGatorJiveChatterLivelink

DiscoveryAcceleratorcase

IntheDiscoveryAcceleratorcasetextbox,enterthenameoftheDiscoveryAccelerator.

ThistextboxispopulatedfromDiscoveryAcceleratorwhenconnectionisestablished.

Scop IntheScopeofdataoptions,selecteitherAll

DiscoveryA

Scopeofdata

IntheScopeofdataoptions,selecteitherAlldatainthiscaseorOnlyselectedreviewmarks.

Accelerator

Harvest

ItistheDocumentumharvestoption:Toenableharvesting,selectHarvestalldocumentversions.Toharvestmailboxes,selecttheHarvestmailboxesoption.Toharvestmailjournals,selecttheHarvestmailjournalsoption.Toharvestallapplications,selecttheHarvestallapplicationsoption.

ThisoptionobtainsthelistofallknownDominousersandtheirNSFs.Itthenharveststhosemailboxesunlessitwaspointedtoasinglemailboxwiththeinitialdirectory.

DocumentumDomino

Folders

InFolder,selecteitheroftheMailboxesorPublicfoldersoptions.

Exchange

Withthisfeature,youcanselectavolumefurtherdownthedirectorytree

CIFS(Windowsplatforms)NFSv2an

dv3NetA

Initialdirectory

IntheInitialdirectorytextbox,enterthenameoftheinitialdirectoryfromwhichtheharvestmustbegin.

thedirectorytreeratherthanselectinganentirevolume.ForExchange,thisfieldmustbeleftblankifyouareharvestingallmailboxes.Ifyouareharvestingasinglemailbox,entertheemailaddressforthatmailbox.WhenyouaddSharePointvolumesthatcontainspacesintheURL,seeSpecialNote:AddingSharePointVolumes.

AppExchangeSharePointDocumentumFileNetJiveChatterLivelink

Virtualroot

InVirtualroot,changethedefaultnametomatchtheExchangeserverdesignation.

ForExchange,thisoptionmustbechangedtomatchtheserverdesignation.

Exchange

Personalarchives

Toenablethecollectionofpersonalarchives,selecttheHarvestpersonalarchivecheckbox.

ThisoptionpertainsonlytoExchange2010withSP1applied.

Exchange2

Indexoptions

SelecteitherorbothoftheIndexoptionscheckboxes.

Includesystemmetadatafordataobjectswithincontainers.Includecontenttaggingandfull-textindex.

Theseoptionsareselectedbydefault.

CIFS(Windowsplatforms)NFSv2andv3NetAppExchangeSharePointDocumentumD

DiscoveryAcceleratorDominoFileNetNewsGatorJiveChatterDesktopLivelink

Subsites

SelectRecurseintosubsites.

rePoint

Versions SelectIncludeallversions.

IBM®StoredIQPlatformsupportsindexingversionsfromSharePoint.Formoreinformation,seeSpecialNote:AddingSharePointVolumes.

SharePointJive

Removejournalenvelope

Whenselected,thejournalenvelopeisremoved.

ExchangeCIFS(Windowsplatforms)NFSv2andv3NetAppExchangeSha

Validation

Tovalidatevolumeaccessibility,selectValidation.

Whenselected(thedefaultstate),IBMStoredIQPlatformteststoseewhetherthevolumecanbeaccessed.

arePointDocumentumDiscoveryAcceleratorDominoNewsGatorJiveChatterLivelin

IncludedirectoriesorIncluderesearchfolders

InIncludedirectories,specifyaregularexpressionforincludeddirectoriesforeachharvest(ifitwasspecified).

Thesedirectoriesaredefinedassetsof"firstnode"directories,relativetothespecified(orimplied)startingdirectory,thatisconsideredpartofthelogicalvolume.ForDiscoveryAccelerator,thisregularexpressionhelpsrestrictthevolumetooneormoreResearchFoldersinthecase.

S(Windowsplatforms)NFSv2andv3NetAppExchangeSharePointDocumentumDiscoveryAc

cceleratorDominoFileNetJiveChatterDesktopLivelink

CIFS(Windowsplatforms)NFSv2andv

Startdirectory

InStartdirectory,designateastartdirectoryfortheharvest.Thestartdirectoryinvolvesvolumepartitioningtobreakupalargevolume.Ifaninitialdirectoryisdefined,thestartdirectorymustbeunderneaththeinitialdirectory.Forexample,inthecaseofdirectoriesE-H,EwouldbethestartdirectoryandHwouldbetheenddirectory.

v3NetAppExchangeSharePointDominoFileNetJiveChatterLivelinkCIFS(Windowsplatforms)

Enddirectory

InEnddirectory,determinetheenddirectoryfortheharvest.Theenddirectoryisalsopartofvolumepartitioningandisthelastdirectoryharvested.

s)NFSv2andv3ExchangeNetAppSharePointDominoFileNetJiveChatterLivelink

IFS(Win

AccessTimes

InAccesstimes,selectoneoftheseoptions:Resetaccesstimesbutdonotsynchronizethem.(Thissettingisthedefaultsetting.)Donotresetorsynchronizeaccesstimes.Resetandsynchronizeaccesstimesonincrementalharvests.

indowsplatforms)NFSv2andv3NetAppDominoCIFS(Windowsplatforms)NFSv2andv3NetAp

VolumeconstraintsorConstraints

InConstraints,selectoneoftheseoptions:Onlyuse__connectionprocess(es):Specifyalimitforthenumberofharvestconnectionstothisvolume.Iftheserverisalsobeingaccessedforattributeandfull-textsearches,youmightwanttoregulatetheloadontheserverbylimitingtheharvesterprocesses.Themaximumnumberofharvestprocessesisautomaticallyshown.Thismaximumnumberissetonthesystemconfigurationtab.Controlthenumberofparalleldataobjectreads:Designatethenumberofparalleldataobjectreads.Scopeharvestsonthesevolumesbyextension:Includeorexcludedataobjectsthatarebasedonextension.

TheScopeharvestsonthesevolumesbyextensionoptionpertainsonlytothesevolumetypes:

WindowsShareNFSv2andv3NetAppCelerraDiscoveryAccelerator

ppExchangeDominoSharePointDocumentumDiscoveryAcceleratorFileNetJiveC

hatterDe

esktopLivelink

ConfiguringExchange2007ClientAccessServersupportThesystemsupportstheharvestofmultipleClientAccessServers(CAS)whenyouconfigureExchange2007primaryvolumes.ThisfeaturedoesnotsupportredirectiontootherCAS/Exchangeclustersorautodiscoveryprotocol.AddingDominoasaprimaryvolumeDominovolumescanbeaddedasprimaryvolumes.Specialnote:SharePointvolumesCertainfieldsmustbeconfiguredwhenSharePointvolumesareadded.ConfiguringFileNetByprovidingtheconfigurationvaluesforaFileNetdomain,youaresupplyingthevaluesthatareneededtobootstrapintoadomain.ConfiguringChattermessagesWithinChatter,thedefaultadministratorprofiledoesnothavetheManageChatterMessagespermission,buttheappropriatepermissionsarerequiredtoharvestprivatemessages.

RelatedconceptsVolumesanddatasourcesSpecialnote:SharePointvolumes

RelatedtasksConfiguringExchange2007ClientAccessServersupportAddingDominoasaprimaryvolumeConfiguringprimaryvolumesbyusingEnterpriseVault

ConfiguringExchange2007ClientAccessServersupportThesystemsupportstheharvestofmultipleClientAccessServers(CAS)whenyouconfigureExchange2007primaryvolumes.ThisfeaturedoesnotsupportredirectiontootherCAS/Exchangeclustersorautodiscoveryprotocol.

Procedure1. GotoAdministration>Datasources>Volumes>Primary>Addprimaryvolumes.2. IntheServertypelist,selectExchange.3. IntheVersionlist,select2007.4. IntheServertextbox,typethenameoftheExchangeserver.Thisservermustbeload-

balancedattheIPorDNSlevel.5. IntheMailboxserver:textbox,enterthenameofoneormoremailboxservers,which

areseparatedbyacommaandaspace.6. Completetheremainingfieldsfortheprimaryvolume,andthenclickOK.

Parenttopic:Creatingprimaryvolumes

RelatedconceptsSpecialnote:SharePointvolumes

RelatedtasksCreatingprimaryvolumes

AddingDominoasaprimaryvolumeDominovolumescanbeaddedasprimaryvolumes.

Procedure1. AddaLotusNotesuserbyuploadingitsuserIDfileinLotusNotesUserAdministrationontheAdministration>Configurationtab.

Ifyouwanttoharvestauser’smailbox,addtheuserIDfileforthatuser.Ifyouwanttoharvestmultiplemailboxeswithinonevolumedefinition,addtheadministrator’sIDfile.IfthemailboxeshaveencryptedemailsorNSFs,thenyouneedeachuser’suserIDfiletodecryptauser’sdata.

2. PointthevolumetotheDominoserver.Ifasinglemailboxmustbeharvested,settheinitialdirectorytobethepathtothemailboxontheDominoserver,suchasmail\USERNAME.

3. Toharvestmailboxes,selecttheHarvestmailboxesoption,whichobtainsthelistofallknownDominousersandtheirNSFs.Itthenharveststhosemailboxesunlessitwaspointedtoasinglemailboxbyusingtheinitialdirectory.

4. Toharvestallmailjournals,selecttheHarvestmailjournalsoption.5. Toharvestallmailapplications,selecttheHarvestallapplicationsoption,whichlooksatallNSFs,includingmailjournals,ontheDominoserver.

RelatedconceptsSpecialnote:SharePointvolumes

RelatedtasksCreatingprimaryvolumes

Specialnote:SharePointvolumesCertainfieldsmustbeconfiguredwhenSharePointvolumesareadded.

IBM®StoredIQPlatformsupportstheentiresitesportionofaSharepointURLforthevolume/sites/main_site/sub_siteintheVolumefieldwhenyouaddaSharePointvolume.However,iftheSharePointvolumeURLcontainsspaces,thenyoumustalsousetheServer,Volume,andInitialdirectoryfieldsintheAddvolumedialogboxinadditiontotherequiredfieldsServertype,Server,Connectas,andPassword.Forexample,theSharePointvolumewiththeURLhttp://shpt2010.reglab5.local/sitestest/autoteamsite1/AttributeHarvestWikiPagesLibrary/wouldrequirethefieldsinthefollowingtablebecauseofthespacesintheURL.

Table1.SharePointvolumesasprimaryvolumes:Fieldsandexamples

Primaryvolumefield ExampleServer shpt2010.reglab5.localVolume /sitestest/autoteamsite1Initialdirector AttributeHarvestWikiPagesLibrary

PerformanceconditionsforusingversionsWhenyouaddaprimaryvolume,youdefinethevolumebysettingcertainproperties.IfaSharePointvolumeisadded,youhavetheoptionofindexingdifferentversionsofdataobjectsonthatvolume.

Sincemostversionsofanyobjectsharesfull-textcontentandattributes,Theeffortinprocessingthemandmaintaininganupdatedcontextfortheversionhistoryofanobjectintheindexisduplicated.Additionally,ifyouenableversionfeatureonaSharePointvolume,theAPIitselfcausesextraoverheadinfetchingdataandmetadataforolderversions.

Foreachobject,anextraAPIcallmustbemadetogetalistofallitsversions.Tofetchattributesfortheolderversionsofanobject,anAPIcallmustbemadeforeachattributethatneedstobeindexed.

RelatedtasksCreatingprimaryvolumesConfiguringExchange2007ClientAccessServersupportAddingDominoasaprimaryvolumeConfiguringprimaryvolumesbyusingEnterpriseVault

ConfiguringFileNetByprovidingtheconfigurationvaluesforaFileNetdomain,youaresupplyingthevaluesthatareneededtobootstrapintoadomain.

Procedure1. GotoAdministration>Datasources>SpecifyServers>FileNetdomainconfigurations.2. ClickAddnewFileNetdomainconfigurationTheFileNetdomainconfigurationeditor

pageappears.3. IntheFileNetdomainconfigurationeditorpage,configurethesefields:

a. IntheConfigurationnametextbox,entertheconfigurationnameforthisserver.b. IntheServernametextbox,entertheservername.c. IntheConnectionlist,selecttheconnectiontype.d. InthePorttextbox,entertheportnumber.e. InthePathtextbox,enterthepathforthisserver.f. IntheStanzatextbox,enterthestanzainformationforthisserver.

4. ClickOKtosaveyourchanges.

ConfiguringChattermessagesWithinChatter,thedefaultadministratorprofiledoesnothavetheManageChatterMessagespermission,buttheappropriatepermissionsarerequiredtoharvestprivatemessages.

BeforeyoubeginAusermusthavecertainadministrativepermissionswhenthatuseraccountisusedintheConnectastextboxinChatter.WhenyousetupaChatteruseraccounttoharvestandrunactionsagainstChatter,youmustuseanaccountwiththebuilt-insystemadministratorprofile.Ingeneral,however,theseadministrativepermissionsmustbeassignedtotheaccountyouuse:

APIenabledManagerChatterMessages(requiredifyouwanttoharvestChatterPrivateMessages)ManageUsersModerateChatterViewAllData

ProcedureForChatteradministratorswhousetheAuthtokenoption,seehowtosetupasandboxaccount.

CreatingretentionvolumesRetentionvolumesstoredataobjectsthatareplacedunderretention.Itmeansthattheobjectisretained.

Procedure1. Configureyourretentionservers.2. Createmanagementorretentionclasses,or,ifyouareusingCenteraretentionservers,

createCenterapools.3. IfyouareusingEnterpriseVault,ensurethatyoudefinedEnterpriseVaultSites.You

mightalsowanttodefineRetentionCategoriesontheEnterpriseVaultserver.4. Createretentionvolumes.

AddingaretentionvolumeRetentionvolumescanbeaddedandconfigured.ConfiguringEnterpriseVaultretentionvolumesEnterpriseVaultretentionvolumescanbeconfiguredonanas-neededbasis.

RelatedconceptsVolumesanddatasources

RelatedtasksAddingaretentionvolumeConfiguringEnterpriseVaultretentionvolumes

AddingaretentionvolumeRetentionvolumescanbeaddedandconfigured.

Procedure1. GotoAdministration>Datasources>Volumes,andthenclickRetention.2. Dependingonthetypeofretentionserveryouareadding,completethefieldsas

describedinthistable.3. ClickOKtosavethevolume.

Note:Case-sensitivityrulesapply.Redasteriskswithintheuserinterfacedenoterequiredfields.

Table1.Retentionvolume:Fields,requiredactions,andapplicablevolumetypesFieldname

RequiredactionSpecialnotes

Applicablevolumetype

WindowsShare(CIFS)NFSv3CenteraHitachiIB

MInformatio

Servertype

IntheServertypelist,selecttheservertype.

ionArchiveDellDXStorageEnterpriseVaultNetAppSnapLockNetApp

Platform InthePlatformlist,selecttheplatformtype.

Standard

PoolInthePoollist,selecttheStoredIQpoolprofilenametoprovideaccesstoaspecificCenterapool.

Centera

Site IntheSitelist,selecttheappropriatesite.

Vaultstore

IntheVaultstorelist,selectthewantedvaultstoreforthevolume.

DellDXStorageCluster

IntheDellDXStorageClusterlist,selecttheappropriateDellDXStorageCluster.

Server

IntheServertextbox,assigntheserveraname.

WindowsShare(CIFS)NFSv3HitachiIBMInformation

ArchiveNet

etAppSnapLock

Nodename

IntheNodenametextbox,enterthenameofthenode.

IBMInformationArchive

Nodeport

IntheNodeporttextbox,enterthenode'sportnumber.

IBMInformationArchive

Nodepassword

IntheNodepasswordtextbox,enterthepasswordforthenode.

IBMInformationArc

hiveWind

Connectas

IntheConnectastextbox,entertheloginID.

owsShare(CIFS)IBMInformationArchive

Password

InthePasswordtextbox,enterthepasswordfortheloginID.

WindowsShare(CIFS)IBMInformationArchiveN

NetAppSnapLock

Volume

IntheVolumetextbox,enterthenameornamesofthevolumetobemounted.

WindowsShare(CIFS)NFSv3CenteraHitachiIBMInformat

ionArchive

eDellDXStorageNetAppSnapLock

Indexopti

SelecteitherorbothoftheIndexoptionscheckboxes.Includesystemmetadatafordataobjectswithincontainers.

Theseoptionsareselect

WindowsShare(CIFS)NFSv3CenteraHitachiIBMIn

options

Includesystemmetadatafordataobjectswithincontainers.Includecontenttaggingandfull-textindex.

selectedbydefault.

InformationArchiveDellDXStorageNetAppSnapLock

Matterarchivename

IntheMatterarchivenametextbox,enterthenameofthematterarchive.

EnterpriseVault

Description

IntheDescriptiontextbox,enteradescription.

Enterpri

seVault

Defaultretentioncategory

IntheDefaultretentioncategorylist,selectthedefaultretentioncategory.

Retentioncategoryoverride

SelecttheAllowretentioncategorytobeoverriddenonpolicy.

Constraints

InConstraints,selecteitherorbothoftheseoptions:Onlyuse__connectionprocess(es):Specifyalimitforthenumberofharvestconnectionstothisvolume.Iftheserverisalsobeingaccessedforattributeandfull-textsearches,youmightwanttoregulatetheloadontheserverbylimitingtheharvesterprocesses.Themaximumnumberofharvestprocessesisautomaticallyshown.Thismaximumnumberisset

WindowsShare(CIFS)NFSv3CenteraHitachiIBMIn

formationA

processesisautomaticallyshown.Thismaximumnumberissetonthesystemconfigurationtab.Controlthenumberofparalleldataobjectreads:Designatethenumberofparalleldataobjectreads.

ArchiveDellDXStorageNetAppSnapLockEnterpriseVault

Parenttopic:Creatingretentionvolumes

ConfiguringEnterpriseVaultretentionvolumesEnterpriseVaultretentionvolumescanbeconfiguredonanas-neededbasis.

Procedure1. GotoAdministration>Datasources>Volumes>Retention.2. ClickAddretentionvolumes.3. IntheServertypelist,selectEnterpriseVault.4. InthenSitelist,selecttheEnterpriseVaultsiteyoucreated.SeeEnterpriseVault.5. EntertheinformationdescribedinCreatingRetentionVolumes,basedonyourserver

type.6. ClickOKtosavethevolume.7. Selectoneofthefollowing:

AddanothervolumeonthesameserverAddanothervolumeonadifferentserverFinishedaddingvolumes

Parenttopic:Creatingretentionvolumes

CreatingdiscoveryexportvolumesDiscoveryexportvolumescontainthedataproducedfromapolicy,whichiskeptsothatitcanbeexportedasaloadfileanduploadedintoalegalreviewtool.Administratorscanalsoconfigurediscoveryexportvolumesformanagingharvestresultsfromcyclesofadiscoveryexportpolicy.

Procedure1. GotoAdministration>Datasources>Specifyvolumes,andthenclickVolumes.2. ClickDiscoveryexport,andthenclickAdddiscoveryexportvolumes.3. Entertheinformationdescribedinthetablebelow,andthenclickOKtosavethevolume.

Note:Case-sensitivityrulesforeachservertypeapply.Redasteriskswithintheuserinterfacedenoterequiredfields.Table1.Discoveryexportvolumes:fields,requiredactions,andapplicablevolumetypes.Field

RequiredactionApplicablevolumetype

Servertype

UsingtheServertypelist,selectthetypeofserver.

CIFS(Windowsplatforms)NFSv2,v3

IntheServertextbox,enterthenameoftheserverwherethevolumeisavailableformounting.

CIFS(Windowsplatfo

r rms)NFSv2,v3

Connectas

IntheConnectastextbox,enterthelogonIDusedtoconnectandmountthedefinedvolume.

CIFS(Windowsplatforms)

Password

InthePasswordtextbox,enterthepasswordusedtoconnectandmountthedefinedvolume.

Volume

IntheVolumetextbox,enterthenameofthevolumetobemounted.

CIFS(Windowsplatfo

s)NFSv2,v3

Constraints

ToutilizeConstraints,selectthisoption:Onlyuse__connectionprocess(es):Specifyalimitforthenumberofharvestconnectionstothisvolume.Iftheserverisalsobeingaccessedforattributeandfull-textsearches,youmaywanttoregulatetheloadontheserverbylimitingtheharvesterprocesses.Themaximumnumberofharvestprocessesisautomaticallyshown.ThismaximumnumberissetonthesystemConfigurationtab.

CreatingsystemvolumesSystemvolumessupportvolumeexportandimport.Whenyouexportavolume,dataisstoredonthesystemvolume.Whenyouimportavolume,dataisimportedfromthesystemvolume.

Procedure1. GotoAdministration>Datasources>Specifyvolumes>Volumes.2. SelecttheSystemtab,andthenclickAddsystemvolumes.3. Entertheinformationdescribedinthetablebelow,andthenclickOKtosavethevolume.

Note:Case-sensitivityrulesapply.Redasteriskswithintheuserinterfacedenoterequiredfields.

Table1.Systemvolumefields,descriptions,andapplicablevolumetypesFieldname

Requiredaction

Specialnotes

Applicablevolumetype

Servertype

UsingtheServertypelist,selectthetypeofserver.

IntheServertextbox,enterthenameoftheserverwherethevolumeisavailableformounting.

CIFS(Windowsplatfo

rms)NFSv2,v3

Connectas

IntheConnectastextbox,enterthelogonIDusedtoconnectandmountthedefinedvolume.

Password

InthePasswordtextbox,enterthepasswordusedtoconnectandmountthedefinedvolume.

IntheVolumetextbox,enterthenameofthevolumetobemounted.

s)NFSv2,v3

Constraints

ToutilizeConstraints,selectthisoption:Onlyuse__connectionprocess(es):Specifyalimitforthenumberofharvestconnectionstothisvolume.Iftheserverisalsobeingaccessedforattributeandfull-textsearches,youmaywanttoregulatetheloadontheserverbylimitingtheharvesterprocesses.Themaximumnumberofharvestprocessesisautomaticallyshown.ThismaximumnumberissetonthesystemConfigurationtab.

Exportandimportofvolumedata

Thesystem’sexportandimportvolumecapabilitiesallowmetadataandfull-textindexeddatatobecollectedorexportedfromseparatelocations,suchasdataserverslocatedinvariousofficesoftheenterprise.Oncethedataisavailable,itcanbeimportedtoasinglelocation,suchasaheadquarter'sofficedataserver,whereselectedfilesmightberetained.

Onlyprimaryandretentionvolumedatacanbeexportedorimportedusingtheexport/importfeature.Discoveryexportandsystemvolumescannotbeimportedorexported.ThetargetlocationofanexportorthesourcelocationofanimportisalwaystheIBM®StoredIQPlatformsystemvolume.

Exportandimportvolumeprocessesrunasjobsinthebackground.Thesejobsareplacedintotheirprospectivequeues,andtheyareexecutedsequentially.Whenonejobcompletes,thenextoneautomaticallystarts.Thesejobscanbecancelledatanytimewhiletheyarerunning.Cancellingoneimportorexportjobalsocancelsallthejobsthatcomeaftertheonecancelled.Becausetheexportjobsandimportjobsresideinseparatequeues,cancellingonetypeofjobdoesnotcanceljobsintheotherqueue.Thejobscannotberestarted.

Volumedataexporttoasystemvolume

Whenexportingvolumedatatoasystemvolume,theexportprocesscreatestwofiles:abinaryfileandametadatafile,whichcontainstheexporteddata.

AboutthistaskTheexportprocesscreatestwofiles:abinaryfileandametadatafile,whichcontainstheexporteddata.Thesefiles'namescontainthefollowinginformation:

DataservernameandIPaddressVolumeandservernamesTimestamp

Notethefollowing:

Theexporteddataconsistsofdatafromtheselectedvolumeandanyrelatedinformationthatdescribesthatdatawiththeexceptionofvolume-specificaudits.Theexporteddatahastobemadeavailabletotheimportdataserverbeforeitcanbeimported.Thismayrequireyoutophysicallymovetheexporteddatatothesystemvolumeoftheimportdataserver.Licensesontheimportappliancesareenabledautomaticallyifafeatureoftheimportedvolumerequiresit(suchasCenteraorExchangelicenses).

Procedure1. GotoDSAdmin>Administration>Datasources>Volumes.2. Selectavolumeofdatatoexportfromthelistofvolumesbyclickingtheexportlinkin

thefarright-handcolumn.3. CompletetheExportvolumesdetailsdialog,describedinthistable.4. ClickOK.Adialogappearstoletyouknowthatthedataisbeingexported.5. Tomonitortheexportprogress,clicktheDashboardlink.Tocanceltheexportprocess,

undertheJobsinprogresssectionofthedashboard,clickStopthisjob.Alternately,clickOKtoreturntotheVolumespage.

Note:Thejobcannotberestarted.Option DescriptionServer Thenameoftheserverwherethedataresides.Volume Thenameofthevolumewherethedataresides.Exportpath(onsystemvolume)

Thispathiswheretosavethedataonthesystemvolume.Thedefaultpathis/exports.Youcanedittheexportpath.Thespecifiedlocationwillbeautomaticallycreatedifnecessary.

Description(optional) Enteradescriptionoftheexporteddata.

Exportfull-textindex

Selectthisoptiontoexportthevolume’sfull-textindex.(Availableonlyifthevolumehasfull-textindex.)

Volumedataimportfromasystemvolume

Animportedvolumelooks,acts,andis,justlikeavolumeoriginallydefinedandharvestedonthedataserverwithafewkeydifferences.

AboutthistaskForimportedvolumes,anyactionorrelationshipthatisvalidforanon-importedvolumeisvalidforanimportedvolume,withafewexceptions:

Logsandaudittrailsthatcapturetheactivityonthevolumebeforetheimportarenotavailable.However,theimportitselfisaudited.Theimportedvolumecanbereharvestedaslongastheappliancehasthepropernetworkaccessandrightstotheoriginalsourceserverandvolume.Theimportedvolumecanbereharvestedaslongasthedataserverhasthepropernetworkaccessandrightstotheoriginalsourceserverandvolume.Thedataviewerworksonlyiftheappliancehasthepropernetworkaccessandrightstothesourceserverandvolume.Youmusthaveaccessandpermissiononexportserversandvolumesifthefileyouwanttoviewhasbeenmigratedtoasecondaryserveratthetimeoftheexport.

Note:Whenavolumewithalicensedfeatureisimportedintoadataserverthatdoesnotutilizelicensing,thelicenseisimportedalongwiththevolume.Toseethelicensedfeatures,userswillneedtologoutandthenlogbackintothedataserver.

Procedure1. Makesurethatexporteddatafileispresentinthesystemvolumeoftheimport

appliance.2. GotoAdministration>Datasources>Volumes,andthenclickeitherthePrimaryor

Retentiontab.3. ClicktheImportvolumelinkatthetopofeithertheprimaryortheretentionvolume

lists.TheImportvolumespageappears,listingallofthevolumesavailableforimport.Bydefault,thedataserversearchesforavailablevolumestoimportinthe/importsdirectoryofthesystemvolume.Ifyouhaveplacedtheexporteddatatoanotherpath,clickChangepathandentertheappropriatepath.

4. ClickOK.TheImportvolumespagenowdisplaysthefollowinginformationabouttheimportedvolumes.Seethetablebelow.

5. Fromthelistofvolumes,selectavolumetoimportbyclickingtheImportlinkinthelastcolumnontheright.

6. SelecttheImportfull-textindexcheckboxtoimporttheselectedvolume'sfull-textindex.(Thecheckboxisactiveonlyiffull-textindexisavailable.)

7. SelecttheOverwriteexistingvolumecheckboxtoreplacetheexistingdataofthevolumewiththeimporteddata.

8. ClickOK.Adialogappearstoletyouknowthatthevolumeisbeingimported.TheOKbuttonisnotenabledifthevolumealreadyexistsandunlesstheOverwriteexisting

volumeoptionisselected.9. Toviewimportprogress,clicktheDashboardlinkinthedialog.Tocanceltheimport

process,undertheJobsinprogresssectionofthedashboard,clickStopthisjob,orclickOKtoreturntotheManagevolumespage.Option DescriptionServerandvolume

Theservernameandvolumenamewherethedataphysicallyresides.

Description Adescriptionaddedwhenthevolumewasexported.Volumetype Thetypeofvolume,namelyExchange,SharePoint,andsoon.Category Thisisthecategoryofvolume,namelyPrimaryorRetention.

Exportedfrom TheservernameandIPaddressoftheserverfromwhichthedatawasexported.

Exportdate Thedayandtimethedatawasexported.Totaldataobjects Thetotalnumberofdataobjectsexportedfortheexportedvolume.

Containsfull-textindex

Indicateswhetherornotthefull-textindexoptionwaschosenwhenthedatawasexported.

DeletingvolumesAdministratorscandeletevolumesfromthelistofavailabledatasources,providedthatthedataserverisconnectedtothegateway.

AboutthistaskNotethefollowingregardingdeletedvolumes:

Deletedvolumesareremovedfromtargetsets.Deletedvolumesareremovedfromallvolumelists,bothfromIBM®StoredIQPlatformandIBMStoredIQAdministrator.Withincreatedjobs,stepsthatreferencedeletedvolumesareimplicitlyremoved,meaningthatajobcouldcontainnosteps.Thejobitselfisnotdeleted.ApplicableobjectcountsandsizeswithinIBMStoredIQAdministratoradjustautomatically.Objectcountsandsizeswithinuserinfosetswillremainthesame.Remember,thoseuserinfosetswerecreatedataspecificpointintimewhenthisdatasourcewasstillavailable.Usersexploringaspecificdatasourceandanygeneratedreportswillnolongerreferencethedeletedvolume.Noexceptionsisraisedonpreviouslyexecutedactions.Instead,thedataisnolongeravailable.Forexample,ifaninfosetiscopiedthatcontaineddataobjectsfromavolumethathasbeendeleted,noexceptionisraised.Ifyoumarkadesktopvolumefordeletion,itisautomaticallyremovedfromthePrimaryvolumelist;however,thestatusofthatworkstationissettouninstallinthebackground.Whenthedesktopclientnextchecksin,itwillseethatchangeinstatusanduninstallitself.

Note:IfretentionvolumessuchasCentera,Hitachi,andsooncontaindata,theycannotbedeletedasIBMStoredIQPlatformisthesourceofrecord.Instead,youseetheUnderManagementlink.

Todeleteavolume:

Procedure1. GotoAdministration>Datasources>Specifyvolumes>Volumes.2. Clickthetabofthevolumetypeyouwouldliketodelete:Primary,Retention,System,orDiscoveryexport.

3. ClickDelete,andintheconfirmationdialog,clickOK.Thevolumeisdeleted,removingitfromthelistofavailablevolumes.

PolicylimitationsforvolumetypesVolumetypeshavedifferentpolicylimitations.

IBM®StoredIQimposessomepolicylimitationsonvolumetypes,whichareidentifiedinthistable.

Table1.PolicylimitationsforvolumetypesPolicytype Source/TargetLimitations Otherrestrictions

Copyfrom

CenteraWindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumSharePointExchangeEnterpriseVault(DiscoveryAccelerator)DellDXStorageNewsGator

Copyto

PrimaryVolume

CIFSNFSSharePointDocumentumFileNet

RetentionVolume

CenteraNetAppSnapLock(CIFS/NFS)CIFSCelerraFLR(CIFS/NFS)DellDXObjectStoreCIFSNFSDocumentum/wRPSHitachiHCAPIBMInformationArchiveSymantecEnterpriseVault

Copyto(retention)

CenteraWindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumEnterpriseVaultDellDXStorage

CenteraWindowsShareSnapLock

Discoveryexportfrom

WindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumSharePointExchangeEnterpriseVault(DiscoveryAcceleratorDellDXStorageNewsGator

Discoveryexportto

WindowsShareNFS

Considereddiscoveryexportvolumes(category)notharvested

Movefrom

CenteraWindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumDellDXStorage

Moveto

CenteraWindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumSharePointDellDXStorage

Delete

CenteraWindowsShareSnapLockNFSSnapLockHitachiIBMInformationArchiveWindowsShareNFSDocumentumDellDXStorage

Modifysecurity CIFS Choosesinglevolume(novolumesets)

DataharvestingHarvesting(orindexing)istheprocessortaskbywhichIBM®StoredIQPlatformexaminesandclassifiesdatainyournetwork.

RunningaHarvesteveryvolumejobindexesalldataobjectsonallvolumes.

Afullharvestcanberunoneveryvolumeoronindividualvolumes.Anincrementalharvestonlyharveststhechangesontherequestedvolumes

Theseoptionsareselectedwhenyoucreateajobfortheharvest.Aharvestmustberunbeforeyoucanstartsearchingfordataobjectsortextualcontent.AnAdministratorinitiatesaharvestbyincludingaharveststepinajob.

MostharvestingparametersareselectedfromtheConfigurationsubtab.Youcanspecifythenumberofprocessestouseduringaharvest,whetheraharvestmustcontinuewhereitleftoffifitwasinterruptedandmanyotherparameters.Severalstandardharvesting-relatedjobsareprovidedinthesystem.

Harvestingwithandwithoutpost-processingYoucanseparateharvestingactivitiesintotwosteps:theinitialharvestandharvestpost-processing.TheseparationoftasksgivesAdministratorstheflexibilitytoscheduletheharvestorthepost-processloadingtorunattimesthatdonotaffectsystemperformanceforsystemusers.Theseusersmight,forexample,berunningqueries.Hereareexamplesofpost-harvestactivities:

Loadingallmetadataforavolume.Computingalltagsthatareregisteredtoaparticularvolume.Generatingallreportsforthatvolume.Ifconfigured,updatingtags,andcreatingexplorersintheharvestjob.

IncrementalharvestsHarvestingvolumestakestimeandtaxesyourorganization'sresources.Youcanmaintaintheaccuracyofthemetadatarepositoryquicklyandeasilywithincrementalharvests.Withbothofthesefeatures,youcanensurethatthevocabularyforallvolumesisconsistentanduptodate.Whenyouharvestavolume,youcanspeedupsubsequentharvestsbyonlyharvestingfordataobjectsthatwerechangedorarenew.Anincrementalharvestindexesnew,modified,andremoveddataobjectsonyourvolumesorfileservers.Becausetheharvestsareincremental,ittakeslesstimetoupdatethemetadatarepositorywiththeadditionaladvantageofputtingalighterloadonyoursystemsthantheoriginalharvests.

Note:HarvestingNewsGatorVolumes:SinceNewsGatorobjectsarejusteventsinastream,anincrementalharvestofaNewsGatorvolumefetchesonlyneweventsthatwereaddedsincethelastharvest.Tocovergapsduetoexceptionsortopickupdeletedevents,afullharvestmightberequired.

HarvestingpropertiesandlibrariesWhenharvestingprivateinformation,SharePointvolumesmustuseadministrativerolesformountingpermission.LightweightharvestparametersettingsToconductalightweightharvest,certainconfigurationchangescanbemade.

HarvestingpropertiesandlibrariesWhenharvestingprivateinformation,SharePointvolumesmustuseadministrativerolesformountingpermission.

Note:Administrativepermissionsarerequiredtoharvestpersonalinformation,libraries,andobjectsthatarenotdesignatedasbeingvisibletoEveryoneforuserprofiles.

TheSharePointvolumeneedstobemountedwithadministrativepermissions.Iftheharvestisconductedwithoutadministrativepermissions,thenanyoftheuserprofile’spropertiesthatweremarkedasvisibletothecategoryotherthanEveryoneisnotvisibleinresults.Toharvestusers’personaldocumentsandinformation,volumesmountedwithoutadministrativepermissionsmustusecredentialsthathavefullcontrolonallSharePointsitecollections.Thesecollectionsarehostedbytheuserprofileserviceapplication.

Tooverridethisrestriction,seehttp://technet.microsoft.com/en-us/library/ee721057.aspx.

Parenttopic:Dataharvesting

RelatedconceptsDataharvestingLightweightharvestparametersettings

LightweightharvestparametersettingsToconductalightweightharvest,certainconfigurationchangescanbemade.

WithIBM®StoredIQPlatform,youcanconductmanytypesofharvests,dependingonyourdataneeds.Whilein-depthharvestsarecommon,therearealsoinstanceswhereyouneedanoverviewofthedataandasystemwidepictureoffiles’typesandsizes.Forexample,atthebeginningofadeployment,youmightwanttoobtainahigh-levelviewofasubstantialamountofdata.Ithelpsmakebetterdecisionsabouthowyouwanttohandleharvestingorotherpoliciesinthefuture.Thefollowingsectionprovidespossiblesystemconfigurationsforthesystemtoprocessthevolumes’datainthequickestmannerpossible.

DeterminingvolumeconfigurationsettingsToconductalightweightharvest,youcanmakevariousconfigurationchanges.DeterminingharvesterconfigurationsettingsWhenyouconductalightweightharvest,youcanmakecertainharvesterconfigurationchanges.Determiningfull-textsettingsWhenyouconductalightweightharvest,youcanmakefull-text-indexsettingconfigurationchanges.DetermininghashsettingsWhenyouconductalightweightharvest,youcanmakecertainhash-settingconfigurationchanges.

Parenttopic:Dataharvesting

RelatedconceptsDataharvestingHarvestingpropertiesandlibraries

RelatedtasksDeterminingvolumeconfigurationsettingsDeterminingharvesterconfigurationsettingsDeterminingfull-textsettingsDetermininghashsettings

DeterminingvolumeconfigurationsettingsToconductalightweightharvest,youcanmakevariousconfigurationchanges.

AboutthistaskVolumeDetails:Whenyouconfiguredatasourcesforalightweightharvest,youdonotneedtoincludecontenttaggingandfull-textindexes.Byclearingthisoption,thesystemindexesthefiles’metadata,nottheentirecontentofthosefiles.Thesystemcanthenrunandcompleteharvestsquickly.Youcanobtainmuchinformationaboutfiletypes,thenumberoffiles,theageofthefiles,fileownership,andotherinformation.

Procedure1. GotoAdministration>Datasources>Specifyvolumes>Volumes.2. OnthePrimaryvolumelistpage,clickAddprimaryvolumesorEdittoeditanexisting

volume.3. VerifythatalloftheIndexoptionscheckboxesarecleared(someareselectedby

default).4. ClickOKandthenrestartservices.

ShowAdvancedDetails:Insomecases,youmightwanttoreducetheweightofafull-textharvest.Intheseinstances,youcanadjusttheprocessingthatisinvolvedwiththevariousharvestconfigurationcontrols.Withinvolumeconfiguration,theadvancedsettingsareusedtocontrolwhatisharvestedwithinthevolume.Byharvestingonlythedirectorystructuresthatyouareinterestedin,youcanexercisesomecontrolovertheharvest’sweight.

IncludeDirectory:Ifyouwanttoharvestasubtreeofthevolumeratherthanthewholevolume,thenyoucanenterthedirectoryhere.Iteliminatestheharvestofobjectsthatarenotrelevanttoyourproject.StartDirectory/EndDirectory:Youcanselectabeginningandendrangeofdirectoriesthatareharvested.Enterthestartandenddirectories.Constraints/Scopeharvestbyextension:Youcanlimitthefilesthatareharvestedthroughconnectionprocesses,paralleldataobjects,orscopingharvestsbyextension.Forexample,withtheScopeharvestbyextensionsetting,youcanlimitthefilesthatyouharvestbyusingasetofextensions.IfyouwanttoharvestonlyMicrosoftOfficefiles,youcanconstraintheharvestto.DOC,.XLS,and.PPTfiles.ItmustbedonefromtheConfigurationtab.

Parenttopic:Lightweightharvestparametersettings

RelatedconceptsLightweightharvestparametersettings

DeterminingharvesterconfigurationsettingsWhenyouconductalightweightharvest,youcanmakecertainharvesterconfigurationchanges.

Procedure1. DetermineSkipContentProcessingsettings.

Note:Thissettingisrelevantonlyforfull-textharvests.Youmighthavemanyfilesthataretypesforwhichyoudonotneedthecontentssuchas.EXEfiles.Intheseinstances,youcanaddthesefiletypestothelistoffilesforwhichthecontentisnotprocessed.Therearetwopointstoconsiderwhentoskipcontentprocessing:

Youdonotspendtimeharvestingunnecessaryobjects,whichcanbebeneficialfromatime-savingperspective.Later,youhavetheoptionofviewingthecontentoftheskippedfiles.Itcreatesmorework,reharvestingtheseskippedfiles.

2. DeterminewhichLocationstoignore.

Theremightbeinstanceswherelargequantitiesofdataarecontainedinsubdirectories,andthatdataisnotrelevanttoyourharveststrategy.Forexample,youmighthaveadirectorywithatreeofsourcecodeorsoftwarearchivethatisnotusedasacompanywideresource.Inthesecases,youcaneliminatethesedirectoriesfromtheharvestsbyaddingthedirectorytotheLocationstoignore.Theselocationsarenotspecifictoavolume,butcaninsteadbeusedforcommondirectoriesacrossvolumes.

3. DetermineLimits.Maximumdataobjectsize:Thissettingisonlyrelevantforfull-textharvests.Incasesmanylargefiles,youmightwanttoeliminateprocessingthosefilesbysettingtheMaximumdataobjectsizetoasmallernumber.Thedefaultvalueis1,000,000,000.Youcanstillcollectthemetadataonthelargefiles,soyoucansearchforthemanddeterminewhichfilesweremissedduetothesettingofthisparameter.

4. DetermineBinaryProcessing.

Ifthestandardprocessingcannotindexthecontentsofafile,binaryprocessingisextraprocessingthatcanbeconducted.Forlightweightharvests,theRunbinaryprocessingwhentextprocessingfailscheckboxmustbeclearedasthissettingisonlyrelevantforfull-textharvests.

Determiningfull-textsettingsWhenyouconductalightweightharvest,youcanmakefull-text-indexsettingconfigurationchanges.

Procedure1. DetermineLimits.LimitthelengthofwordstobeharvestedbyselectingtheLimitthe

lengthofwordsindexto__charactersoption.Thedefaultvalueis50,butyoucanreducethisnumbertoreducethequantityofindexedwords.

2. DetermineNumbers.Iftherearelargequantitiesofspreadsheetfiles,youcancontrolwhatnumbersareindexedbythesystem.

DetermininghashsettingsWhenyouconductalightweightharvest,youcanmakecertainhash-settingconfigurationchanges.

ProcedureDeterminethehashsettings.Afilehashisaunique,calculatednumberthatisbasedonthecontentofthefile.ByselectingPartialdataobjectcontent,youreducetheprocessingtocreatethehash.However,thetwodifferentdataobjectsmightcreatethesamehash.Itisasmallbutpotentialriskandisonlyrelevantforfull-textharvests.

JobconfigurationJobshavedifferentfunctions,anddependingonthejobtypethatischosen,differentsystemoutcomesoccur.Severaljobsthatarereadyforusearealsoincluded.

Jobsstarttaskssuchasharvests.Theycanberunatthetimeofcreationorscheduledtorunatadesignatedfuturetimeandatregularintervals.Jobsconsistofeitherasinglesteporaseriesofsteps.Theactionsavailableateachstepdependonthetypeofjobthatisbeingcreated.Severaljobsarereadyforuse.Theyaredescribedinthistable.

Table1.Out-of-the-boxjobtypesJob Description

Centeradeletedfilessynchronizer

Anunscheduled,one-stepjobthatsynchronizesthedeletedCenterafiles.ThisjobisintheLibrary/Jobsfolder.

WindowsShare(CIFS)/NFSretentionvolumedeletedfilessynchronizer

Anunscheduled,one-stepjobthatharveststheWindowsShare/NFSretentionvolumes,lookingforfilesthatrequireremovalbecausethephysicalfilewasdeletedfromtheretentionfilesystem.ThisjobisintheLibrary/Jobsfolder.

DatabaseCompactor

Ascheduledjobthathelpstolimit"bloat"(unnecessarystorageusage)inthedatabase.Whilethisjobruns,itmusthaveexclusive,uninterruptedaccesstothedatabase.Administratorscanoverridethisjobbylogginginandthenproceedtousethesystem.ThisjobisintheLibrary/Jobsfolder.

EnterpriseVaultretentionvolumedeletedfilessynchronizer

Anunscheduled,one-stepjobthatharveststheEnterpriseVaultretentionvolumes,lookingforfilesthatrequireremovalbecausethephysicalfilewasdeletedfromtheretentionfilesystem.ThisjobisintheLibrary/Jobsfolder.

Harvesteveryvolume Anunscheduled,one-stepjobthatharvestsallprimaryandretentionvolumes.ThisjobisintheWorkspace/Templates/Jobsfolder.

Hitachideletedfilessynchronizer

Anunscheduled,one-stepjobthatharveststheHitachivolumes,lookingforfilesthatrequireremovalbecausethephysicalfilewasdeletedfromthefilesystem.ThisjobisintheLibrary/Jobsfolder.

IBMInformationArchivedeletedfilessynchronizer

Anunscheduled,one-stepjobthatharveststheIBMInformationArchivevolumes,lookingforfilesthatrequireremovalbecausethephysicalfilethatwasdeletedfromthefilesystem.ThisjobisintheLibrary/Jobsfolder.

Systemmaintenanceandcleanup

AmultistepjobintheLibrary/Jobsfolder.Thesystemisconfiguredtorunasystemmaintenanceandcleanupjobonceadayandincludestheseitems:

EmailusersaboutreportsEmailAdministratorsaboutreportsDeleteoldreportsDeleteoldharvestsLoadindexesOptimizefull-textindexes

UpdateAgeExplorers

Aone-stepjobintheLibrary/Jobsfolderthatrecalculatestheseitems:

OwnerExplorerdataforAccessDateOwnerExplorerdataforModifiedDateCreatedDate(APIonly)values

CreatingajobCreatingajobisthefirststeptoworkwithdifferentjobtypes.CreatingajobtodiscoverretentionvolumesJobscanbecreatedwithvarioustypesofsteps,includinghowtodiscoverCIFSretentionvolumes.

EditingajobExisting,createdjobscanbeedited.StartingajobJobscanbestartedonanas-neededbasis.SavingajobJobscanbesavedonanas-neededbasisforfutureuse.RunningapredefinedjobPredefinedjobscanberunonanas-neededbasis.DeletingajobJobscanbedeletedwhentheyarenolongerneeded.MonitoringprocessingYoucantrackthesystem’sprocessingonyourharvest/policyanddiscoveryexporttaskswiththeViewcachedetailsfeature.Theappliancegathersdatainincrementsandcachesthedataasitgathersit.Ifacollectionisinterrupted,theappliancecanresumecollectionatthepointthatitwasinterrupted,insteadofstartingoverfromthebeginningofthetask.

CreatingajobCreatingajobisthefirststeptoworkwithdifferentjobtypes.

Procedure1. FromtheFolderstab>Workspacefolder,selectNew>Job.2. Enterauniquejobname.3. IntheSavein:list,selecttheappropriatefolder,andthejobiscreated.4. ClickOK.Ifyouwanttoviewthejobandaddsteps,clickYes.5. OntheViewjobpage,clickAddstepandselectasteptypefromthelist.6. ForRunharvestjobs,ontheSpecifyharvestandloadoptionspage,configurethe

followingoptions:Harvestthesevolumes:Selectavolumefromthelist.Harvesttype:Specifythetypeofharvest:

Runafullharvest:Alldataobjectsonthisvolumeareindexed.Runanincrementalharvest(default):Onlyfilesordataobjectsthatchangedsincethelastharvestisindexed.

Harvestandloadscheduling:Youcanseparateharvestandloadprocessestolimitresourceuse.Selectoneoftheoptions:

LoadindexeswhenharvestcompletesLoadindexeswithnextnightlysystemservicesjob:Thisoptiondelaystheindexloadingtorunwiththenextsystem-servicesjobaftertheharvestiscompleted.Thesystem-servicesjobisscheduledtorunatmidnightbydefault.

Runharvestonly:Selectthisoptionifyouplantoloadharvesteddataintoindexeslater.Loadindexesonly:Selectthisoptiontoloadpreviouslyharvesteddataintoindexes.

7. Harvestsampling:Selectthisoptionifyouwanttolimittheharvesttoasmallersample.Thisoptionskipseverysecond,third,10th,orothernumberdataobjectasenteredinthetextbox.

8. Harvestlimits:Limittheharvestbytimeortotalnumberofdataobjects.Enterthenumberofminutesornumberofdataobjects.

9. ClickOK.

Parenttopic:Jobconfiguration

RelatedconceptsJobconfiguration

CreatingajobtodiscoverretentionvolumesJobscanbecreatedwithvarioustypesofsteps,includinghowtodiscoverCIFSretentionvolumes.

Procedure1. FromtheFolderstab>Workspacefolder,selectNew>Job.2. Enterauniquejobname.3. IntheSavein:list,selecttheappropriatefolder,andthejobiscreated.4. ClickOK.Ifyouwanttoviewthejobandaddsteps,clickYes.5. OntheViewjobpage,clickAddstep.6. SelectDiscoverRetentionvolumes.7. IntheDiscoverRetentionvolumelist,selecttheretentionvolumetobeusedforthisjob.8. EnterthedurationthattheharvestrunsinRunharvestfor__,andthenselectMinutesorHours.

9. EnterthenumberofdataobjectstobeharvestedinOnlyharvest__dataobjects.10. ClickOK.

EditingajobExisting,createdjobscanbeedited.

Procedure1. FromtheFolderstab>Workspacefolder,clickthejobthatyouwanttoedit.TheJob

detailspageopens.2. ClickEditjobdetails.TheEditjobdetailsdialogboxappears.Youtospecifythetime,

date,andfrequencyforthejobtorun.IntheTime:field,enterthetimethatthejobmuststart,orclickNowtopopulatethetimefieldwiththecurrenttime.Ifyoudidnotspecifyallofthejobsteps,youmightwanttoaddsometime.IntheDate:field,enterthedateonwhichtorunthejob,orclickTodaytopopulatethedatefieldwiththecurrentdate.

3. UsingtheoptionsintheFrequencyfield,specifyhowoftenthejobmustrun.IfyouselectNone,thejobrunsonce,atthetimeanddateprovided.

4. ClickOK.5. Toeditthejobsteps:

a. AddasteptobyjobbyclickingAddstep.b. EditanexistingstepbyclickingEdit.c. RemoveanexistingstepbyclickingRemove.d. ChangetheorderofexistingstepsbyclickingMoveuporMovedownicons.

6. ClickOK.

StartingajobJobscanbestartedonanas-neededbasis.

Procedure1. Tostartajob,doeitherofthefollowingactions:

FromtheFolderstab>Workspacefolder,clickthenameofthejobyouwanttostart,andintheJobdetailspage,clickStartjob.FromtheFolderstab>Workspacefolder,right-clickthejobandselectStartjob.

2. IntheSchedulearea,astartedjobisdisplayedasThisjobisrunningnow.3. ClickOKtoreturntotheFolderstab.ThestartedjobdisplaysRunningintheStatus

column.

SavingajobJobscanbesavedonanas-neededbasisforfutureuse.

Procedure1. FromtheFolderstab>Workspacefolder,clickthenameofthejobyouwouldliketo

save.TheJobdetailspageopens.2. ClickSaveas,andtheSavejobasdialogboxappears.3. IntheJobnametextbox,verifythatthejob’snameiscorrect.Ifitissavedinthesame

folderasanotherjob,eachjobmusthaveauniquename.4. IntheSaveinlist,selectthefolderinwhichyouwouldliketosavethejob.5. ClickOKtoclosetheSavejobasdialogboxandtoreturntotheFolderstab.

RunningapredefinedjobPredefinedjobscanberunonanas-neededbasis.

Procedure1. GotoFolders>Library.2. ClickJobsfoldertoopenthejoblist.3. Clickthepredefinedjobthatyouwanttoedit.4. Tosettheschedule,clickEditjobdetails,completedthechanges,andthenclickOK.5. Alternately,clickStartjob(selectedjobsonly)inthebottomrightareaofthepaneto

startthejobimmediately.

DeletingajobJobscanbedeletedwhentheyarenolongerneeded.

Procedure1. FromtheFolderstab>Workspacefolder,selectFilterby...Jobs.2. Clickthejobnametoopenthejobdetails.3. ClickDeleteinthelower-lefthandcornerofthescreen.ClickOK.

MonitoringprocessingYoucantrackthesystem’sprocessingonyourharvest/policyanddiscoveryexporttaskswiththeViewcachedetailsfeature.Theappliancegathersdatainincrementsandcachesthedataasitgathersit.Ifacollectionisinterrupted,theappliancecanresumecollectionatthepointthatitwasinterrupted,insteadofstartingoverfromthebeginningofthetask.

ProcedureFromAdministration>Dashboard,intheAppliancestatuspane,clickViewcachedetails.TheViewcachedetailspageappears.Toseeharvest/policyprogress,clicktheVolumecachetab.Or,toseediscoveryexportjobprogress,clicktheDiscoveryexportcachetab.Note:Informationforajobisonlyavailablewhilethejobisrunning.Afterataskiscompleted,thejobdisappearsfromthelist.

Table1.Harvest/Volumecachedetails:Fields,descriptions,andvaluesField Description Value

Name Thenameofthevolumethatisbeingharvested.

Startdate Thetimethatthejobstarted.

Type Thetypeofjobthatisrun.CopyHarvest-fullHarvest-incremental

State Thestatusoftheprocess.

Caching:Thevolumecacheisbeingcreated/updatedbyaharvestorpolicyCached:Creationorupdateofvolumecacheiscomplete(harvestonly)Loading:Volumecachecontentsarebeingsuccessfullyloadedintothevolumecluster

Full-text Itindicateswhetherafull-textharvestisbeingconducted. YesorNo

Viewauditlinkdetails

Linktotheharvest/policyauditpage.

Table2.Discoveryexportcachedetails:Fields,descriptions,andvaluesField Description Value

Name Thenameofthevolumethatisbeingprocessed.

Startdate

Thestartingdate/timefortheprocess.

Type Typeoffilethatisbeingpreparedforexport. Discoveryexport

State Thestatusofthediscoveryexportjob.

Aborted:Discoveryexportpolicywascanceledordeletedbytheuser.Caching:Thevolumecacheisbeingcreated/updatedbyaharvestorpolicy.Cached:Creationorupdateofvolumecacheiscomplete(harvestonly).Loading:Volumecachecontentsarebeingsuccessfullyloadedintothevolumecluster.

Full-text

Whetherafull-textharvestisbeingconducted. YesorNo

DeletingavolumecacheVolumecachescanbedeletedasneeded.DeterminingwhetheraharvestisstuckThespeedofaharvestdependsonvolumesizeandprocessingspeed;however,harvestsdooccasionallybecomestuckandareunabletocompletesuccessfully.Usetheproceduresthatareoutlinedheretotroubleshoottheharvestprocess.

RelatedtasksDeletingavolumecacheDeterminingwhetheraharvestisstuck

DeletingavolumecacheVolumecachescanbedeletedasneeded.

Procedure1. Fromthevolumecacheordiscoveryexportcachelist,selectthecheckboxofthecache

youwanttodelete.2. ClickDelete.Aconfirmationdialogappears.ClickOK.

Parenttopic:Monitoringprocessing

RelatedtasksMonitoringprocessing

DeterminingwhetheraharvestisstuckThespeedofaharvestdependsonvolumesizeandprocessingspeed;however,harvestsdooccasionallybecomestuckandareunabletocompletesuccessfully.Usetheproceduresthatareoutlinedheretotroubleshoottheharvestprocess.

Procedure1. ClickAdministration>Dashboard>JobsinProgresstoverifythatyourjobcontinuesto

run.2. InJobsinProgress,notetheTotaldataobjectsencounterednumber.3. Wait15minutes,leavingtheharvesttocontinuetorun.4. NotethenewvalueTotaldataobjectsencountered,andthencompareittothatvalue

denotedpreviously.5. GotoQuestion1:Question1:IstheTotaldataobjectencounteredcounterincreasing?

Yes:Ifthenumberofencountereddataobjectscontinuestoincrease,thentheharvestisrunningcorrectly.No:Ifthenumberofencounteredobjectsremainsthesame,thengotoQuestion2:Question2:Istheloadaverageup?

a. Toviewloadaverages,onAppliancestatus>Aboutappliance>Viewdetails>Systemservices,lookattheloadaveragesintheBasicsysteminformationarea.Yes:Iftheloadaveragesnumberisup,theharvestmightbestuck.Calltechnicalsupporttoreportthattheharvestisstuckonfiles.No:Thejobisnotreallyrunning.Itmeansthatthejobmustberestarted.GotoQuestion3:Question3:Didthejobcompleteonthesecondpass?Yes:Ifthejobcompletedsuccessfullyafteritwasrestarted,thentheharvestisnotstuck.No:Thejobdidnotcompletesuccessfully.Calltechnicalsupporttoreportajobthatdoesnotcomplete.

Parenttopic:Monitoringprocessing

RelatedtasksMonitoringprocessing

DesktopcollectionWhenyouconfiguredesktopsettings,youareenablingordisablingencryptionwithinIBM®StoredIQPlatform.TheIBMDesktopDataCollector(desktopclientorclient)enablesdesktopsasavolumetypeordatasource,allowingthemtobeusedjustasothertypesofaddeddatasources.TheIBMDesktopDataCollectorisprovidedasastandardMSIfileandisinstalledaccordingtothetypicalmethod(suchasMicrosoftSystemsManagementService(SMS))usedwithinyourorganization.TheIBMDesktopDataCollectorcancollectPSTs,compressedfiles,andotherdataobjectsandcanremoveitselfwhenitsworkiscompleted.

Afterthedesktopclientisinstalledonadesktop,youconnectandregisteritwiththedataserver.Thatdesktopisavailableasadatasourcewithinthelistofprimaryvolumes.Additionally,whilethesnippetsupportandthesnippetstep-upactionaresupportedbyIBMDesktopDataCollector,adesktopcannotbethetargetordestinationofanaction.

IBMDesktopDataCollectorclientinstallationIBMDesktopDataCollectorinstallationmethodsDuringinstallation,thehostnameandIPaddressoftheIBMStoredIQPlatformmustbesupplied.Iftheinstallationisconductedmanuallybyusers,youmustprovidethisinformationtothemusingemail,atextfile,oranothermethod.ConfiguringtheIBMDesktopDataCollectorcollectionDesktopcollectionconfigurationincludestheIBMDesktopDataCollectorinstallerandEncryptedFileSystem.Deletepolicy:specialnotesWhenyouusethedeletepolicy,certainfilescannotbedeleted.

IBMDesktopDataCollectorclientinstallationTheIBM®DesktopDataCollectoragentworkswiththefollowingoperatingsystems:

WindowsXP32-and64-bit,ServicePack2orlaterWindows732-and64-bitWindowsVista32-and64-bitWindowsserver2003,2008

Installationrequiresadministrativeprivilegesonthedesktop.BeforeyouusetheIBMDesktopDataCollector,theyoumightwanttonotifyusersthatdesktopcollectionisgoingtobeconductedandmakethemawareofthefollowingitems:

Thedesktopmustbeconnectedoverthenetworkduringdatacollection.Iftheconnectionisinterrupted,IBMDesktopDataCollectorresumesitsworkfromthepointatwhichitstopped.Usersmightnoticeaslightchangeinperformancespeed,butthattheycancontinueworkingnormally.Desktopcollectiondoesnotinterferewithworkprocesses.Thatcertainactionscanbetakenfromthetrayicon:Right-clickforAbout,Restart,Status,andEmailLogs(whichpackageslogsintosinglefileandstartstheemailclientsothattheusercanmailthemtotheIBMStoredIQPlatformadministrator).

Allcommunicationsareoutboundfromtheclient.Theapplianceneverpushesdataorrequeststothedesktop.TheIBMDesktopDataCollectorpingstheapplianceaboutevery60seconds,andtheLastKnownContacttimestatisticisupdatedapproximatelyevery30minutes.Additionally,theIBMDesktopDataCollectorchecksfortaskassignmentsevery5minutes.

OnecandownloadtheinstallerapplicationfromtheapplicationintheConfigurationtab.Also,theAdministratorcantemporarilydisabletheclientserviceonalldesktopsthatareregisteredtothedataserverfromtheConfigurationtab.

Parenttopic:Desktopcollection

RelatedconceptsDesktopcollection

RelatedtasksConfiguringtheIBMDesktopDataCollectorcollection

IBMDesktopDataCollectorinstallationmethodsDuringinstallation,thehostnameandIPaddressoftheIBM®StoredIQPlatformmustbesupplied.Iftheinstallationisconductedmanuallybyusers,youmustprovidethisinformationtothemusingemail,atextfile,oranothermethod.

TheIBMDesktopDataCollectorcanbeinstalledwiththefollowingmethods.

Massdistributionmethod(SMS)TheapplianceIDispartofthedistributionconfiguration.ThismethodsupportspassinginstallationargumentsasMSIproperties.

RequiredSERVERACTIONNODEADDRESS:IPaddressorhostnamefortheActionnode.Whentheinstallationisnotsilent,theuserispromptedforIPaddressorhostname.Thedefaultisthevalueofthisargument.Thisfieldmustbeenteredaccuratelyormanualcorrectionisrequiredinthedesktopconfigurationfile.

OptionalSERVERACTIONNODEPORT:PortnumberfortheAgentontheActionnode.Defaultsto21000,andcanbeonlychangedwhentheagentconnectsonadifferentportthatisthenmappedto21000.NOTRAYICON:SpecifieswhethertheagentdisplaystheIBMDesktopDataCollectortrayiconwhileitisrunning.Changingthesettingto1forcestheagenttorunsilentlyandnotdisplayatrayicon.SERVERACTIONNODEADDRESS:IPaddressorhostnamefortheActionnode.Whentheinstallationisnotsilent,theuserispromptedforIPaddressorhostname.Thedefaultisthevalueofthisargument.Thisfieldmustbeenteredaccuratelyormanualcorrectionisrequiredinthedesktopconfigfile.Emailinglinks:Sendalinkwithinanemailsuchasfile:\\g:\group\install\Client-install.vbs.Thelinkcanbetoanyexecutablefileformatsuchas.BAT,.VBS,or.MSI.The.BAT/.VBSformatscanbeusedtopassclientargumentstoan.MSI.Theuserwhoclicksthelinkmusthaveadministrativeprivileges.NTLogonScript,inwhicha.BATfileor.VBSscriptstartsmsiexec.Examplesaregivenhere:

/i:Install/x{7E9E08F1-571B-4888-AC08-CEA8A076F5F9}:Uninstalltheagent.Theproductcodemustbepresent./quiet:install/uninstallrunssilently.Whenyouspecifythisoption,SERVERACTIONNODEADDRESSmustbesuppliedasanargument.

SetWshShell=CreateObject("WScript.Shell")

WshShell.Run"%windir%\System32\msiexec.exe/iG:\group\install\desktopclient.msiNOTRAYICON=0SERVERACTIONNODEADDRESS=clust017.test.local/q"SetWshShell=CreateObject("WScript.Shell")

SetWshShell=Nothing

Batchfile

msiexec/iG:\group\install\desktopclient.msiNOTRAYICON=1 SERVERACTIONNODEADDRESS=clust017.test.local/q

Relatedconcepts

Desktopcollection

ConfiguringtheIBMDesktopDataCollectorcollectionDesktopcollectionconfigurationincludestheIBM®DesktopDataCollectorinstallerandEncryptedFileSystem.

BeforeyoubeginForproceduralinformationondownloadingtheIBMDesktopDataCollectorinstaller,seeDownloadingtheIBMDesktopDataCollectorinstallerfromtheapplication.

Procedure1. CompletetheprocedurethatisoutlinedinUsingtheEncryptedFile-SystemRecovery

Agent.2. Restarttheserviceandbegincollection,notingthefollowingpoints:

IfthecomputerisnotpartofadomainanditisrunninganyversionofWindowsearlierthan7.0,thentheusernamemustbetheusername.IfthecomputerisnotpartofadomainandrunningWindows7.0orlater,thentheusernamemustbethenameofthePCandthedomain.

RelatedconceptsDesktopcollectionIBMDesktopDataCollectorclientinstallationIBMDesktopDataCollectorinstallationmethodsDeletepolicy:specialnotes

Deletepolicy:specialnotesWhenyouusethedeletepolicy,certainfilescannotbedeleted.

WhenyouusetheIBM®DesktopDataCollectortodeleteIBMDesktopDataCollectorfilesfromadesktop,theyareremovedpermanently.Theyarenottransferredtotheapplianceorbackeduptoanyotherlocation.Youmustcarefullyreviewtheinfosetofaffecteddataobjectsbeforeyoutakeadeleteaction.Yourorganizationcanusecustomapplicationsorotherfilesthatyoumightnotwanttodelete.Inreviewingthereturnedlist,donotallowthefollowingfilestobedeleted.

Anythingunderthisdirectory:c:\WindowsAnythingunderthisdirectory:DocumentsandSettings,withtheseextensions:

c:\DocumentsandSettings\<username>\UserData\andextension*.xml

c:\DocumentsandSettings\<username>\Cookies\andextension*.txt

c:\DocumentsandSettings\<username>\StartMenu\Programs\andextension*.lnk

Executablefiles*.dll*.exe*.ocx

Drivers*.sys*.inf*.pnf

Installers*.msi*.mst

Importantdatafiles*.dat*.ini*.old*.cat

Thesefilenamesdesktop.inintuser.datindex.datntuser.polntuser.dat.log

RelatedconceptsDesktopcollection

FoldersThissectionprovidesbothconceptualandproceduralinformationaboutfoldersandtheirusage.

TheFolderstabdisplaystwotypesoffolders:LibraryandWorkspace.

Library:TheLibraryfoldercontainstheJobsfolder.Note:Thisfoldercannotberenamed,moved,ordeleted.Workspace:TheWorkspacefolderisacustomfolderthatreflectsyouruseofthesystem.Bydefault,itcontainsafolderentitledTemplates.IfyouareusingthesystemforITpurposes,youmightwanttocreatefoldersforeachlocaleorfunction.Note:Thesefolderscanberenamed,moved,ordeleted,andyoualsohavetheoptionsofsettingfoldersecurity.

CreatingafolderFoldersarecreatedfromtheFolderstab.DeletingafolderWhenyoudeletefolders,youcandeleteonlyemptyfolders.MovingafolderFolderscanbemovedfromonelocationtoanother.RenamingafolderFolderscanberenamedasneeded.CopyingitemstodifferentfoldersItemscanbecopiedfromonefoldertoanother.SavingitemsintodifferentfoldersYoucanrenamejobsandsavethemintootherfolders.FilteringitemswithinthefolderviewItemscanbefilteredwithintheFolderview.

CreatingafolderFoldersarecreatedfromtheFolderstab.

Procedure1. FromtheFolderstab,selectNew>NewFolder.TheCreatenewfolderdialogappears.2. IntheName:field,giveanamethatrepresentsthefolder’spurpose(legalmatter,local,

businessunit,orthelike).3. IntheDescription:field,typeadescriptionforthefolder.4. IntheCreatein:field,usethelisttoselectaplaceforthefolder.Allcustomfoldersmust

beplacedintheWorkspaceoraWorkspacesubdirectory;youcannotaddfolderstotheLibraryfolder.

5. ClickOK.Ifyouwanttoopenthefolder,clickOKinthedialogthatappears.

Parenttopic:Folders

RelatedconceptsFolders

DeletingafolderWhenyoudeletefolders,youcandeleteonlyemptyfolders.

Procedure1. FromwithintheFolderstab,Workspacefolder,doeitherofthefollowingactions.

Selectthecheckboxnexttothefolderyouwanttodelete,andintheActionslist,selectDelete.Right-clickonafoldernameandselectDelete.

2. Intheconfirmationboxthatappears,clickOK.

Parenttopic:Folders

MovingafolderFolderscanbemovedfromonelocationtoanother.

Procedure1. FromwithintheFolderstab,Workspacefolder,doeitherofthefollowingactions.

Selectthecheckboxnexttothefolderyouwanttomove,andintheActionslist,selectMove.Right-clickonthefoldernameandselectMove.

2. ClickOK,andintheMoveitemsdialog,selectthenewlocationfromthelist.3. ClickOK.

Parenttopic:Folders

RenamingafolderFolderscanberenamedasneeded.

Procedure1. Right-clickonthefoldernameandselectRename.2. IntheRenamefolderdialog,changetheNameandtheDescription.3. ClickOK.

Parenttopic:Folders

CopyingitemstodifferentfoldersItemscanbecopiedfromonefoldertoanother.

Procedure1. FromwithinFolders>Workspace,right-clicktheitemthatyouwanttocopy,andthen

selectCopy.2. IntheCopydialog,assignanewname(ifappropriate)intheNamefield.Youcannot

reusethesamenameforanitemwithinasinglefolder.3. IntheDescriptionfield,typeadescription.4. IntheSaveinlist,choosethelocationforthecopieditem,andthenclickSave.

Parenttopic:Folders

SavingitemsintodifferentfoldersYoucanrenamejobsandsavethemintootherfolders.

Procedure1. Fromtheitem’seditorpane,clickSaveas.2. IntheSave[item]as...pane,typeanameinthe[Item]name:field.3. IntheDescription:field,typeadescription.4. IntheSavein:field,usethelisttoselectalocationfortheitem.5. ClickSave.

Parenttopic:Folders

FilteringitemswithinthefolderviewItemscanbefilteredwithintheFolderview.

Procedure1. FromwithinFolders,clickFilterby...2. Selectthecomponentthatyouwanttodisplay.

Parenttopic:Folders

AuditsandlogsThefollowingsectiondescribestheauditandlogcategoriesinthesystem,includingdescriptionsofthevariousaudittypesandhowtoviewanddownloaddetails.

HarvestauditsHarvestauditsprovideasummaryoftheharvest,includingstatus,date,duration,averageharvestspeed,andaveragedataobjectsize.Theycanbeviewedintwoways:byvolumenameorbythedateandtimeofthelastharvest.ImportauditsVolume-importauditsprovideinformationaboutthevolumeimport.Thisinformationincludesthenumberofdataobjectsthatareimported,thesystemthatisexportedfrom,thetimeanddateofthevolumeimport,whethertheimportedvolumeoverwroteanexistingvolume,andstatus.ThevolumenamelinkstotheImportdetailspage.EventlogsEventlogscaptureseveryactionthatistakenbythesystemanditsusers.Itdocumentsactionsthatsucceedandfail.PolicyauditsPolicyauditsprovideadetailedhistoryofthepolicy.Itincludestypeofaction,datelastrun,startandenddateswithtimes,averagespeed,totaldataobjects,anddataobjectcounts.Theycanbeviewedbyname,volume,time,andbydiscoveryexport.

HarvestauditsHarvestauditsprovideasummaryoftheharvest,includingstatus,date,duration,averageharvestspeed,andaveragedataobjectsize.Theycanbeviewedintwoways:byvolumenameorbythedateandtimeofthelastharvest.

Dataobjectscanbeskippedduringaharvestforvariousreasonssuchastheunavailableobjectoraselecteduseroptionthatexcludesthedataobjectfromtheharvest.TheHarvestdetailspagelistsallskippeddataobjectsthatarebasedonfilesystemmetadatalevelandcontentlevel.

Allskippedharvest-auditdataandotherfilesthatarenotprocessedcanbedownloadedforanalysis.

Table1.Harvestauditbyvolume:FieldsanddescriptionsHarvestauditbyvolumefield Description

Server Theservername.Volume Thevolumename.

Harvesttype Thetypeofharvestthatisconducted:FullHarvest,ACLonly,orIncremental.

Lastharvested Thedateandtimeofthelastharvest.Totalsystemdataobjects Thetotalnumberofsystemdataobjectsencountered.

Dataobjectsfullyprocessed Thenumberofdataobjectsthatwerefullyprocessed.

Dataobjectspreviouslyprocessed Thenumberofdataobjectsthatwerepreviouslyprocessed.

Processingexceptions Thenumberofexceptionsthatareproducedduringprocessing.Binaryprocessed Thenumberofprocessedbinaryfiles.Harvestduration Thelengthoftimeoftheharvest’sduration.Status Theharvest’sstatus:CompleteorIncomplete.

Averageharvestspeed Theaverageharvestspeed,whichisgivenintermsofdataobjectsthatareprocessedpersecond.

Averagedataobjectsize Theaveragesizeofencountereddataobjects.

Table2.Harvestauditbytime:FieldsanddescriptionsHarvestauditby

timefield Description

Harveststart Thetimeanddateatwhichtheharvestwasstarted.

Harvesttype Thetypeofharvestthatisconducted:FullHarvest,ACLonly,orIncremental.

Totalsystemdataobjects Thetotalnumberofsystemdataobjectsthatwerefound.

Dataobjectsfullyprocessed Thetotalnumberofsystemdataobjectsthatwerefullyprocessed.

Dataobjectspreviouslyprocessed

Thetotalnumberofsystemdataobjectsthatwerepreviouslyprocessed.

Processingexceptions Thetotalnumberofencounteredprocessingexceptions.Binaryprocessed Thetotalnumberofprocessedbinaryfiles.Harvestduration Thelengthoftimeoftheharvest’sduration.Status Theharvest’sstatus:CompleteorIncomplete.

Table3.Harvestoverviewsummaryoptions:FieldsanddescriptionsHarvestoverviewsummaryoptions

fieldDescription

Harvesttype Thetypeofharvest:FullHarvest,ACLonly,orIncremental.Harveststatus Theharvest'sstatus.OptionsareCompleteorIncomplete.Harvestdate Thedateandtimeoftheharvest.Harvestduration Thisdurationisthelengthoftimeoftheharvest'sduration.

Table4.Harvestoverviewresultsoptions:FieldsanddescriptionsHarvestoverview

resultsoptionsfield Description

Totalsystemdataobjects Thetotalnumberofsystemdataobjectsthatwerefound.

Totalcontaineddataobjects Thetotalnumberofcontaineddataobjects.

Totaldataobjects Thetotalnumberofencountereddataobjects.Table5.Harvestoverviewdetailedresults:Fieldsanddescriptions

Harvestoverviewdetailedresultsfield Description

Skipped-previouslyprocessed Thenumberofskippedobjectsthatwerepreviouslyprocessed.

Fullyprocessed Thenumberoffullyprocesseddataobjects.Skipped-cannotaccessdataobject

Thenumberofdataobjectsthatwereskippedastheymightnotbeaccessed.

Skipped-userconfiguration

Thenumberofdataobjectsthatwereskippedbecauseoftheiruserconfiguration.

Skippeddirectories Thenumberofdataobjectsinskippeddirectories.Contentskipped-userconfiguration

Thenumberofdataobjectswherethecontentwasskippedduetouserconfiguration.

Contenttypeknown,partialprocessingcomplete

Thenumberofdataobjectsforwhichthecontenttypeisknownandpartialprocessingiscomplete.

Contenttypeknown,buterrorprocessingcontent

Thenumberofdataobjectsforwhichthecontenttypeisknown,butanerrorwasproducedwhileprocessingcontent.

Contenttypeknown,butcannotextractcontent

Thenumberofdataobjectsforwhichthecontenttypeisknown,butthecontentmightnotbeextracted.

Contenttypeunknown,notprocessed

Thenumberofdataobjectsforwhichthecontenttypeisunknownandisnotprocessed.

Binarytextextracted,fullprocessingcomplete

Thenumberofdataobjectsforwhichthebinarytextisextractedandfullprocessingiscompleted.

Binarytextextracted,partialprocessingcomplete

Thenumberofdataobjectsforwhichthebinarytextisextractedand

partialprocessingiscompleted.

Errorprocessingbinarycontent

Thenumberofdataobjectsforwhichanerrorwasproducedwhilebinarycontentisprocessed.

Total Thetotalnumberofdataobjects.IBMUnstructuredData751, p. 284

Total Thetotalnumberofdataobjects.

ViewingharvestauditsHarvestauditscanbeviewedfromtheAudittab.DownloadingharvestlistdetailsHarvestlistdetailscanbedownloadedina.CSVformat.

Parenttopic:Auditsandlogs

RelatedconceptsAuditsandlogs

RelatedtasksViewingharvestauditsDownloadingharvestlistdetails

ViewingharvestauditsHarvestauditscanbeviewedfromtheAudittab.

Procedure1. GotoAudit>Harvests>Viewallharvests.TheHarvestauditbyvolumepageopens,

whichlistsrecentharvestsandincludesdetailsaboutthem.2. IntheVolumecolumn,clickthevolumenamelinktoseetheharvestauditbytimepage

forthatparticularvolume.Theharvestauditbytimepagelistsallrecentharvestsforthechosenvolumeandincludesdetailsabouteachharvest.

3. IntheHarveststartcolumn,clicktheharveststarttimelinktoseetheharvestoverviewpageforthevolume.YoucanalsoaccessthepagebyclickingtheLastharvestedtimelinkontheHarvestauditbyvolumepage.TheHarvestoverviewpageprovidesthefollowingoptions.

Summary:Harvesttype,status,dateandtime,duration,averageharvestspeed,andaveragedataobjectsize.Results:Totalsystemdataobjects,totalcontaineddataobjects,totaldataobjects.Detailedresults:Skipped-previouslyprocessed;fullyprocessed;skipped-cannotaccessdataobject;skipped-userconfiguration;skippeddirectories;contentskipped-userconfiguration;contenttypeknown,partialprocessingcomplete;contenttypeknown,buterrorprocessingcontent;contenttypeknown,butcannotextractcontent;contenttypeunknown,notprocessed;binarytextextracted,fullprocessingcomplete;binarytextextracted,partialprocessingcomplete;errorprocessingbinarycontent;error-gatheringACLs;andtotal.

4. Toviewdetailsondataobjects,clickthelinknexttothedataobjectsunderDetailedresults.

Withtheexceptionsofskipped-previouslyprocessed,fullyprocessed,andthetotal,allotherresultswithmorethanzeroresultshavelinksthatyoucanviewanddownloadresults.Theskippeddataobjectlistincludesobjectname,path,andreasonskipped.Dataobjectscanbeskippedatthefilesystemmetadataleveloratthecontentlevel.Dataobjectsskippedatthecontentlevelarebasedonattributesthatareassociatedwiththedataobjectoritscontents.SkippedDataObjectsResultsDetailsprovidesdetailsaboutskippeddataobjects.

Ifdataobjectswerenotharvested,youmightwanttodownloadthedataobject'sharvestauditlistdetailsforfurtheranalysis.

Parenttopic:Harvestaudits

RelatedreferenceHarvestaudits

DownloadingharvestlistdetailsHarvestlistdetailscanbedownloadedina.CSVformat.

Procedure1. FromtheHarvestdetailspage,clicktheactivelinknexttothedataobjectsunder

Detailedresults.Apagenamedforthedetailedresultchosen(suchasSkipped-userconfigurationorbinarytextextracted,fullprocessingcomplete)appears.

2. ClicktheDownloadlistinCSVformatlinkontheupperleftsideofthepage.Adialoginformsyouthattheresultsarebeingpreparedfordownload.

3. ClickOK.Anewdialogappears,promptingyoutosavetheopenorsavethe.CSVfile.InformationinthedownloadedCSVfileincludes:

ObjectnameSystempathContainerpathMessageexplainingwhydataobjectwasskippedServernameVolumename

Parenttopic:Harvestaudits

RelatedreferenceHarvestaudits

ImportauditsVolume-importauditsprovideinformationaboutthevolumeimport.Thisinformationincludesthenumberofdataobjectsthatareimported,thesystemthatisexportedfrom,thetimeanddateofthevolumeimport,whethertheimportedvolumeoverwroteanexistingvolume,andstatus.ThevolumenamelinkstotheImportdetailspage.

Table1.Importsbyvolumesdetails:FieldsanddescriptionsImportsby

volumesdetailsfield

Description

Volume Thenameoftheimportedvolume.Exportedfrom Thesourceserveroftheimportedvolume.Importdate Thedateandtimeonwhichtheimportoccurred.Totaldataobjectsimported Thetotalnumberofimporteddataobjects.

Overwriteexisting Iftheimportoverwroteanexistingvolume,thestatusisYes.Iftheimportdidnotoverwriteanexistingvolume,thestatusisNo.

Status Thestatusoftheimport:CompleteorIncomplete.

ViewingvolumeimportauditdetailsAuditdetailsofvolumeimportscanbeviewed.

RelatedtasksViewingvolumeimportauditdetails

ViewingvolumeimportauditdetailsAuditdetailsofvolumeimportscanbeviewed.

Procedure1. GotoAudit>Imports,andclickViewallimports.TheImportsbyvolumepageopens,

whichlistsvolumeimportsandimportinformation.2. ClickavolumenamelinkintheVolumecolumntoviewtheauditdetailsforthat

particularimport.

Parenttopic:Importaudits

RelatedreferenceImportaudits

EventlogsEventlogscaptureseveryactionthatistakenbythesystemanditsusers.Itdocumentsactionsthatsucceedandfail.

Theseactionsincludecreatingdraftandpublishedqueriesandtags,runningpolicies,publishingqueries,deletingobjects,configuringsettings,andanyotheractionthatistakenthroughtheinterface.Adetailedoflistoflogentriesisprovidedintheeventlogmessages.

Youcanvieweventlogsforthecurrentdayorreviewsavedlogsfrompreviousdays,andupto30daysworthoflogscanbeviewedthroughtheinterface.Ifyouselectandclearadayoflogs,thoselogsareremovedfromthesystem.

ViewingeventlogsEventlogscanbeviewedfromtheDashboardorfromtheAudittab.SubscribingtoaneventYoucansubscribetoandbenotifiedofdailyeventlogs.ClearingthecurrenteventlogAneventlogcanbeclearedfromtheDashboard.DownloadinganeventlogEventlogscanbedownloadedandsaved.

RelatedtasksViewingeventlogsSubscribingtoaneventClearingthecurrenteventlogDownloadinganeventlog

ViewingeventlogsEventlogscanbeviewedfromtheDashboardorfromtheAudittab.

Procedure1. Conducteitherofthefollowingactions:

a. ClickAdministration>Dashboard,andthenlocatetheEventlogsectiononthedashboard.Thecurrentday’slogdisplaystherebydefault.

b. ClicktheAudittabandlocatetheEventlogssection.2. Toviewapreviousday'slogonthedashboard,usetheViewalleventlogslisttoselect

thedayforwhichyouwanttoviewaneventlog.3. Selectadifferentdayfromthevieweventlogfromthelist.Thismenudisplaystheevent

logdatesforthepast30days.EachlogislistedbydateinYYYY-MM-DDformat.

Parenttopic:Eventlogs

RelatedconceptsAuditsandlogsEventlogs

SubscribingtoaneventYoucansubscribetoandbenotifiedofdailyeventlogs.

Procedure1. GotoAudit>Eventlogs.2. ClickViewalleventlogs,andtheEventlogfortodaypageopens.3. Totherightoftheeventlogtowhichyouwanttosubscribe,clickSubscribe.TheEdit

notificationpageappears.4. InDestination,selectthemethodbywhichyouwanttobenotifiedofthiseventlog.If

youselectEmailaddress,becertaintousecommastoseparatemultipleemailaddresses.5. ClickOK.

Note:YoucanalsosubscribetoaneventontheDashboard.IntheEventlogarea,clickSubscribetotherightoftheevent.

ClearingthecurrenteventlogAneventlogcanbeclearedfromtheDashboard.

ProcedureOntheAdministration>Dashboard,clickClearforthecurrentview.

DownloadinganeventlogEventlogscanbedownloadedandsaved.

Procedure1. Whenyouviewaneventlog,clicktheDownloadlinkforsavingthedatatoatextfile.2. Selecttosavethefilefromtheprompt.Enteranameandselectalocationtosavethe

PolicyauditsPolicyauditsprovideadetailedhistoryofthepolicy.Itincludestypeofaction,datelastrun,startandenddateswithtimes,averagespeed,totaldataobjects,anddataobjectcounts.Theycanbeviewedbyname,volume,time,andbydiscoveryexport.

PolicyauditbynameTable1.Policyauditbyname:Fieldsanddescriptions

Policyauditbynamefield Description

Policyname Thepolicyname.Policystatus Thepolicy'sstatus.Numberoftimesexecuted Thenumberoftimesthatthepolicywasrun.

Mostrecentdateexecuted Thedateonwhichthepolicywaslastrun.

PolicyauditbyvolumeTable2.Policyauditbyvolume:Fieldsanddescriptions

Policyauditbyvolumefield Description

Volume Thenameofthevolumeonwhichthepolicywasrun.Mostrecentdateapolicywasexecuted Themostrecentdateonwhichthepolicywaslastrun.

Numberofpoliciesexecuted Thenumberofpoliciesthatwererun.

PolicyauditbytimeTable3.Policyauditbytime:Fieldsanddescriptions

Policyauditbytimefield Description

Policyname Thepolicyname.Policystatus Thestatusofthepolicy:CompleteorIncomplete.Start Thetimeatwhichthepolicy'sexecutionwasstarted.End Thetimeatwhichthepolicy'sexecutionwascomplete.Successcount Thenumberofprocessedmessagesthatareclassifiedasasuccess.Failurecount Thenumberofprocessedmessagesthatareclassifiedasafailure.Warningcount Thenumberofprocessedmessagesthatareclassifiedasawarning.Othercount Thenumberofprocessedmessagesthatareclassifiedasother.

Totaldataobjects Thetotalnumberofdataobjects.Actiontype Thetypeofpolicythattookplace.Ag.actions/second Theaveragenumberofactionspersecond.

PolicyauditbydiscoveryexportTable4.Policyauditbydiscoveryexports:Fieldsanddescriptions

Policyauditbydiscoveryexport Description

discoveryexportfield

Description

Discoveryexportname Thenameofthediscoveryexport.

Numberruns Thenumberoftimesthepolicyran.Mostrecentexportstatus Thestatusofthemostrecentdiscoveryexport.

Mostrecentloadfilestatus Thestatusofthemostrecentloadfile.

Mostrecentdateexecuted Thedateofthemostrecentpolicyexecution.

DiscoveryexportrunsbydiscoveryexportTable5.Discoveryexportrunsbydiscoveryexport:Fieldsanddescriptions

Discoveryexportrunsbydiscovery

exportfieldDescription

Discoveryexportrun Thenameofthediscoveryexportrun.Numberofexecutions Thenumberoftimestherunwasstarted.Successcount Thenumberofprocessedmessagesthatareclassifiedasasuccess.Failurecount Thenumberofprocessedmessagesthatareclassifiedasafailure.Warningcount Thenumberofprocessedmessagesthatareclassifiedasawarning.Othercount Thenumberofprocessedmessagesthatareclassifiedasother.Totaldataobjects Thetotalnumberofdataobjects.Exportstatus Thestatusoftheexport:CompleteorIncomplete.Loadfilestatus Thestatusoftheloadfile:CompleteorIncomplete.Note:Awarninginapolicyaudittrailisasuccesswiththefollowingconditions:

IfyoucopyanExchangeitemsuchasre:,thereiscopied,notthe:.Itgeneratesawarning.Thecopiedfileisrenamed.Thefilesystemtowhichyouarecopyingdoesnotacceptcharactersinthefilename.

ViewingpolicyauditdetailsPolicyauditscanbeviewedbyname,volume,time,ordiscoveryexport.SearchauditfeatureWiththesearchauditfeature,youcansearchaudittrailsbyenteringeitherbyPolicyDetails,ExecutionDetails,orDataObjectDetails.SavingresultsfromanauditYoucansavetheresultsofpolicyexecutionsintoPDFandXMLfiles.TheinformationcanbesavedasPDFandXMLfiles.Theexportingofinformationappearsasarunningjobonthedashboarduntilcompleted.PolicyauditmessagesApolicyauditshowsthenumberofdataobjectsthatwereprocessedduringthepolicyexecution.Processeddataobjectsaredividedintothesecategories:Success,Warnings,Failures,andOther(discoveryexportpoliciesonly).

RelatedconceptsAuditsandlogsSearchauditfeature

Relatedtasks

ViewingpolicyauditdetailsViewingapolicyauditbynameViewingapolicyauditbyvolumeViewingapolicyauditbytimeViewingapolicyauditbydiscoveryexportSavingresultsfromanaudit

ViewingpolicyauditdetailsPolicyauditscanbeviewedbyname,volume,time,ordiscoveryexport.

Procedure1. GotoAudit>Policies,andthenclickName.ThePolicyauditbynamepageprovides

policynameandstatus,thenumberoftimesitwasrun,andthetimeanddateofthemostrecentexecution.

2. ClickapolicynametoopenthePolicyexecutionsbytimepage.3. ClickapolicynametoopenthePolicyexecutionresultspage.

Note:Toviewthelistofdataobjects,clickthe[#]dataobjectslink.Tocreateareport,clickCreateXMLorCreatePDF.a. ClickVolumetoopenthepolicyauditbyvolumepage.b. ClickavolumelinktogotothePolicyauditbytimepage.c. ClickTimetoseeAuditbytimepageforthepolicy.d. OnthePolicyauditbytimepage,clickthepolicynametoopenthePolicyexecution

resultspage.Toviewthelistofdataobjects,clickthe[#]dataobjectslink.Tocreateareport,clickCreateXMLorCreatePDF.

e. ClickDiscoveryexport.f. OnthePolicyauditbydiscoveryexportpage,clickthediscoveryexportnameto

opentheDiscoveryexportrunsbyproductionpage.Thepagedetailsfurtherinformationaccordingtotheincrementalrunsofthepolicy.

g. ClickapolicynametoopenthePolicyexecutionsbytimepage.h. ClickapolicynametoopenthePolicyexecutionresultspage.Toviewthelistof

dataobjects,clickthe[#]dataobjectslink.Tocreateareport,clickCreateXMLorCreatePDF.

Asyoureviewauditresultsthroughthepages,youcancontinueclickingthroughtoreviewvariouslevelsofinformation,fromthevolumeandpolicyexecutionleveldowntothedataobjects.Toviewmorepolicyexecutiondetails,clickthepolicynameintheexecutionsummarypage,whichcanbeaccessedbyanyofthepolicyviews.Asyoucontinuebrowsing,IBM®StoredIQPlatformprovidesmoredetailedinformationsuchas:

SourceanddestinationsettingsPolicyoptions:Detailsofthepolicyaction.Thissectionreflectstheoptionsthatareselectedwhenyoucreatethepolicy.Mostattributesthatappeardependuponthetypeofpolicyrunandtheoptionsavailableinthepolicyeditor.Query(eitherIBMStoredIQPlatformoruser-defined)Viewmetadatalink:Theviewmetadatapagedescribessecuritydetailsforsourceanddestinationlocationsofthepolicyaction.

ViewingapolicyauditbynamePolicyauditscanbeviewedbytheirname.ViewingapolicyauditbyvolumePolicyauditscanbeviewedbyvolume.ViewingapolicyauditbytimePolicyauditscanbeviewedbytime.ViewingapolicyauditbydiscoveryexportPolicyauditscanbeviewedbydiscoveryexport.

Parenttopic:Policyaudits

RelatedreferencePolicyaudits

ViewingapolicyauditbynamePolicyauditscanbeviewedbytheirname.

Procedure1. GotoAudit>Policies.2. ClickName.ThePolicyauditbynamepageprovidespolicynameandstatus,thenumber

oftimesitisrun,andthetimeanddateofthemostrecentexecution.3. ClickapolicynametoopenthePolicyexecutionbytimepage.

Parenttopic:Viewingpolicyauditdetails

ViewingapolicyauditbyvolumePolicyauditscanbeviewedbyvolume.

Procedure1. GotoAudit>Policies.2. ClickVolume.ThePolicyauditbypageprovidespolicyname,itsmostrecenttime,date

ofexecution,andthenumberofpoliciesthatwererun.3. ClickapolicynametoopenthePolicyexecutionsbytimepage.4. ClickthepolicynametoopenthePolicyexecutionsbyresultspage.

ViewingapolicyauditbytimePolicyauditscanbeviewedbytime.

Procedure1. GotoAudit>Policies.2. ClickTime.Thepolicyauditbytimeprovidesinformationaboutthepolicy.3. OnthePolicyauditbytimepage,clickthepolicynametoopenthePolicyexecution

resultspage.

ViewingapolicyauditbydiscoveryexportPolicyauditscanbeviewedbydiscoveryexport.

Procedure1. ClickDiscoveryexport.2. OnthePolicyauditbydiscoveryexportpage,clickthediscoveryexportnametoopenthe

Discoveryexportrunsbyproductionpage.Thepagedetailsfurtherinformationaccordingtotheincrementalrunsofthepolicy.

3. ClickapolicynametoopenthePolicyexecutionsbytimepage.4. ClickapolicynametoopenthePolicyexecutionresultspage.

SearchauditfeatureWiththesearchauditfeature,youcansearchaudittrailsbyenteringeitherbyPolicyDetails,ExecutionDetails,orDataObjectDetails.

PolicydetailsPolicyauditscanbesearchedwithanyofthesedetails.

Table1.Policyauditdetails:FieldsanddescriptionsPolicydetail

field Description

Auditsearchbypolicydetails

Inthisarea,selectsearchcriteria,definetheirvalues,andthenaddthemtothelisttosearchacrossallaudits.

Specifysearchcriteria Inthisarea,specifythePolicyname,thePolicystate,andtheActiontype.

Auditsearchcriteria

IntheFindauditsthatmatchlist,selecteitherAnyofthefollowingorAllofthefollowing.

ExecutiondetailsPolicyauditscanbesearchedwithanyoftheseexecutiondetails.

Table2.Policyauditexecutiondetails:FieldsanddescriptionsExecutiondetail

field Description

Auditsearchbyexecutiondetail

Specifysearchcriteria

Inthisarea,specifytheActiontype,Actionstatus,Actionstartdate,Actionenddate,Totalcount,Successcount,Failurecount,Warningcount,Sourcevolume,Destinationvolume,orQueryname.

Auditsearchcriteria

DataobjectdetailsPolicyauditscanbesearchedwithanyofthesedata-objectdetails.

Table3.Policyauditdataobjectdetails:FieldsanddescriptionsDataobjectdetailsfield Description

Auditsearchbydataobjectdetails

Specifysearchcriteria

Inthisarea,specifytheSourcevolume,Destinationvolume,Sourceobjectname,Destinationobjectname,Sourcesystempath,Destinationsystempath,orActionresult.

Auditsearchcriteria

SavingresultsfromanauditYoucansavetheresultsofpolicyexecutionsintoPDFandXMLfiles.TheinformationcanbesavedasPDFandXMLfiles.Theexportingofinformationappearsasarunningjobonthedashboarduntilcompleted.

Procedure1. GotoAudit>Policies.2. IntheBrowsebyoptions,clickTime.3. Clickthepolicyname.4. IntheResultspane,clickDataobjectstoseeitemsthatwereresponsivetothepolicy.To

downloadthematerialin.CSV,clickCSV.5. OnthePolicyexecutionresultspage,selectCreatePDFtogenerateaPDForCreate

XMLtogenerateanXMLfileoftheresults.6. Accessthereportthroughtheinboxonthenavigationpage.

RelatedreferencePolicyauditsPolicyauditmessages

PolicyauditmessagesApolicyauditshowsthenumberofdataobjectsthatwereprocessedduringthepolicyexecution.Processeddataobjectsaredividedintothesecategories:Success,Warnings,Failures,andOther(discoveryexportpoliciesonly).

Table1.TypesofandreasonsforpolicyauditmessagesAudit

messagetype Reason

Success

Dataobjectisaduplicateof[objectname]Dataobjectskippedbutisloadedinloadfile.Itappliestointermediateandfilesarchivesproducedduringadiscoveryexportpolicy.Dataobjectisaduplicateproducedinapreviousrun(discoveryexportonly).

Warning

SetdirectoryattributesResettimestampsSetattributesSettimestampsSetsecuritydescriptor(WindowsShare)Setaccessmodes(WindowsShare)SetownerinformationSetgroupinformation(NFS)SetsecuritypermissionsCreatealinkaftermigration(WindowsShare,NFS)Findtemplatetocreateashortcut(WindowsShare)Extracttextfortheobject(Discoveryexportpolicy)

Failure

FailedtocreatetargetdirectorystructureSourcedoesnotexistFailedtofindanewnamefortheincomingobjectTargetisadirectoryFilecopyfailedCannotcreatetargetErrorcopyingdatatotargetCannotcopyduetonetworkerrorsCannotdeletesourceaftermoveTargetdiskisfullSourceequalstargetonacopyormoveInsufficientpermissionsingeneraltoconductanactionAllmodifyactionsfailedFiletimedoutwaitinginthepipelineFileunderretention;cannotbedeleted(retentionserver)Dataobjectisaconstituentofacontainerthatalreadyencounteredfailure(discoveryexportpolicy)

Dataobjectsarecategorizedintheothercategoryduringadiscoveryexportpolicywhen:

Adataobjectisamemberthatmakesitscontainerresponsive.Adataobjectisanon-responsivememberofacontainer.

RelatedtasksSavingresultsfromanaudit

DeployingcustomizedwebservicesThisprocedurehighlightsthebasicstepsthatarerequiredtodeploySharePointcustomwebservices.

AboutthistaskItappliesonlytoSharePoint2013webservices.

Procedure1. Obtaintheinstallationpackage.ThispackageiscreatedforyoubyIBM®.2. Uninstallanexistinginstanceofthewebservice.3. Installtheinstallationpackage.4. Verifythatthewebserviceishosted.5. Configureadminknobs.

UninstallinganexistinginstanceofthewebserviceToinstallanupgradetoawebservice,anyprevious,existinginstancemustfirstbeuninstalled.VerifyingthelocationofthehostedwebserviceThisproceduredetailshowtoverifythelocationofthehostedwebserviceandaccessitinabrowser.ConfigurationofadministrationknobsIBMStoredIQhasvariousadministrationknobsthatcanbecustomizedtodeploywebservices.Thissectionlistsanddescribesthevariousknobsandprovidesusagenotesandexamples.

UninstallinganexistinginstanceofthewebserviceToinstallanupgradetoawebservice,anyprevious,existinginstancemustfirstbeuninstalled.

AboutthistaskAllstepswithinthisprocedurearecompletedontheSharePointserver.

Procedure1. WithinIIS,clickSitesandfindthewebsitethatwascreatedbythepreviousinstallation.

Right-clickthatwebsiteandremoveit.2. WithinIIS,clickApplicationPools,findthewebapplicationthatwascreated(ithasthe

samenameasthewebsite).Right-clickthatwebapplicationandremoveit.3. InWindowsExplorer,gotothefolderwherethewebservicewasdeployedanddeleteall

contentwithinthisfolder.4. ResetIISwiththeiisresetcommand.

Parenttopic:Deployingcustomizedwebservices

RelatedtasksDeployingcustomizedwebservices

VerifyingthelocationofthehostedwebserviceThisproceduredetailshowtoverifythelocationofthehostedwebserviceandaccessitinabrowser.

Procedure1. WithinIISManager,clickSites,andverifythatyouseethenewsitenamethatislisted

alongwiththenamethatisenteredintotheinstaller.2. ExpandSitesandverifythatyoucanseethenewsitenamethatislistedalongwiththe

namethatisenteredintotheinstaller.3. SelectthenewlycreatedsiteandswitchtotheContentView,whichisontherightpane.4. AnSVCfilecorrespondstotheinstalledwebservicethatisinstalled.Right-clicktheSVC

fileandclickBrowse.ThewebserviceURLisstartedinabrowser,theaddressbarofwhichcontainstheHTTPlocationofthewebservicesuchashttp://localhost:9000/UpdateItemService.svc.

Configurationofadministrationknobs

IBM®StoredIQhasvariousadministrationknobsthatcanbecustomizedtodeploywebservices.Thissectionlistsanddescribesthevariousknobsandprovidesusagenotesandexamples.

Table1.IBMStoredIQadministrationknobs

Adminknob Defaultvalue Notes Example

sharepoint_

custom_

webservice

_location

Locationofcustomweb-serviceusedtofacilitatemigrationoftimestampsandownerinformation.

INSERTINTOadminknobs(name,value,description,valuetype,use)SELECT'sharepoint_custom_webservice_loca-tion','','Locationforcustomweb-servicehostedonSharePoint,eg:9100:/UpdateItemService.svc','str',2WHERE(SELECTnameFROMadminknobsWHEREname='sharepoint_custom_webservice_loca-tion')ISNULL;

sharepoint_

harvest_docs_

Thedefaultvalueiszero(0).

Whensetto1,IBMStoredIQwillharvestonlydocumentlibrariesfromSharePoint.

INSERTINTOadminknobs(name,value,description,valuetype,use)SELECT'sharepoint_harvest_docs_only',0,'HarvestonlySharepointdocumenttypelistobjects','int',1WHERE(SELECTnameFROMadminknobsWHEREname='sharepoint_harvest_docs_only')ISNULL;

global_copy_

ignore_target

Thedefaultvalueiszero(0).

Whensetto1,IBMStoredIQwillnotautomaticallyharvestthedestinationvolumewhenperformingcopies.

INSERTINTOadminknobs(name,value,description,valuetype,use)SELECT'global_copy_ignore_target_vc',0,'Globaloverridetoturnoffauto-harvestsonacopy','int',1WHERE(SELECTnameFROMadminknobsWHEREname='global_copy_ignore_target_vc')ISNULL;

Configuringadministrationknobs

Administrationknobsmustbeconfiguredtopointattheinstalledwebservice.

AboutthistaskNote:Itisnecessarytorestartservicesafterchangestoadminknobs.Thevalueoftheadminknobrequiresthatyouknowthelocationofthewebservice.Theformatoftheservicelocationthatisenteredasthevaluefortheadminknobisport:servicelocation.

Procedure1. Verifythelocationofthewebservice.2. Enterthelocationofthewebserviceaspartofthevaluefortheadminknobinthe

formatport:servicelocation.Forexample,ifthewebserviceURLishttp://localhost:9000/UpdateItemService.svc,theadminknobvaluemustbesetto9000:/UpdateItemService.svc.ItisdonewiththefollowingSQLcommand:updateadminknobs

setvalue='9000:/UpdateItemService.svc'wherename='sharepoint_custom_webservice_location';

SupportedfiletypesThefollowingsectionprovidesacomprehensivelistofthefiletypesthatcanbeharvestedandprocessedbyIBM®StoredIQPlatform,organizedbynameandbycategory.YoucanalsoviewSharePointattributes.

SupportedfiletypesbynameAllfiletypesbynamethatissupportedbyIBMStoredIQarelisted,includingcategory,format,extension,category,andversion.SupportedfiletypesbycategoryAllfiletypesbycategorythatissupportedbyIBMStoredIQarelisted,includingcategory,format,extension,andversion.SharePointattributesThefollowingsectiondescribesthevariousSharePointdataobjecttypesandtheirpropertiesthatarecurrentlysupportedbyIBMStoredIQPlatform.

SupportedfiletypesbynameAllfiletypesbynamethatissupportedbyIBM®StoredIQarelisted,includingcategory,format,extension,category,andversion.

Table1.Supportedfiletypesbyname

Format Extension Category Version

AdobeAcrobat PDF graphic2.13.0-7.0Japanese

AdobeFrameMakerGraphics FMV graphic vector/rasterthrough5.0

AdobeFrameMakerInterchangeFormat MIF

wordprocessing

3.0-6.0

AdobeIllustrator graphic Through7.09.0

AdobePhotoshop PSD graphic 4.0AmiDraw SDW graphic all

ANSI TXT textandmarkup 7-and8-bit

ASCII TXT textandmarkup 7-and8-bit

AutoCAD DWG CAD

2.5-2.69.0-14.0200220042005

AutoShadeRendering RND graphic 2.0

BinaryGroup3Fax graphic all

Bitmap BMP,RLE,ICO,CUR,DIB,WARP

graphic all

CALSRaster GP4 graphic TypeI,IIComma-SeparatedValues CSV spreads

ComputerGraphicsMetafile CGM graphic

ANSICALSNIST3.0

CorelClipart CMX graphic 5-6CorelDraw CDR graphic 3.x-8.xCorelDraw(CDRwithTiffheader) graphic 2.x-9.x

CorelPresentations SHW presentation

Through12.0X3

CorelWordPerfect word Through12.0X3

CorelWordPerfectWindows WPD

wordprocessing

DataEase Database 4.X

dBaseDatabase Database Through5.0

dBXL Database 1.3

DECWPSPLUS DXwordprocessing

Through4.0

DECWPSPLUS WPLwordprocessing

Through4.1

DisplayWrite(2and3) IP

wordprocessing

DisplayWrite(4and5)

wordprocessing

Through2.0

DOScommandexecutable COM system

Dynamiclinklibraryfiles DLL system

EBCDIC textandmarkup all

ENABLEwordprocessing

3.04.04.5

ENABLE Database

3.04.04.5

ENABLESpreadsheet SSF spreads

heet3.04.04.5

EncapsulatedPost-Script(raster) EPS graphic TIFFheader

Executablefiles EXE system

FirstChoice Database Through3.0

FirstChoicewordprocessing

Through3.0

FirstChoice spreadsheet Through3.0

FoxBase Database 2.1

Framework Database 3.0

Framework wordprocessi 3.0

Framework processing

Framework spreadsheet 3.0

GEMBitImage IMG graphic allGraphicsInterchangeFormat GIF graphic all

GraphicsEnvironmentManager

GEMVDI graphic Bitmapandvector

Gzip GZ archive all

HaansoftHangul HWPwordprocessing

19972002

HarvardGraphics(DOS) graphic 2.x

HarvardGraphics(Windows) graphic all

Hewlett-PackardGraphicsLanguage HPGL graphic 2

HTML HTM textandmarkup Through3.0

IBMFFT textandmarkup all

IBMGraphicsDataFormat GDF graphic 1.0

IBMPictureInterchangeFormat PIF graphic 1.0

IBMRevisableFormText

textandmarkup all

IBMWritingAssistant

wordprocessing

InitialGraphicsExchangeSpec IGES graphic 5.1

Javaclassfiles CLASS systemJPEG(notinTIFFformat) JFIF graphic all

JPEG JPEG graphic all

JustSystemsIchitaro JTDwordprocessing

5.06.08.0-13.02004

JustSystemsWritewordprocessing

Through3.0

KodakFlashPix FPX graphic allKodakPhotoCD PCD graphic 1.0

Legacywordprocessi

Through1.1

LegatoEmailExtender EMX Email

Lotus1-2-3 WK4 spreadsheet Through5.0

Lotus1-2-3(OS/2) spreadsheet Through2.0

Lotus1-2-3Charts 123 spreadsheet Through5.0

Lotus1-2-3forSmartSuite

spreadsheet 1997-Millennium9.6

LotusAMIPro SAMwordprocessing

Through3.1

LotusFreelanceGraphics PRZ present

ation ThroughMillennium

LotusFreelanceGraphics(OS/2) PRE present

ation Through2.0

LotusManuscriptwordprocessing

LotusNotes NSF EmailLotusPic PIC graphic allLotusSnapshot graphic all

LotusSymphony spreadsheet

1.01.12.0

LotusWordPro LWPwordprocessing

1996-9.6

LZASelfExtractingCompress archive all

LZHCompress archive allMacintoshPICT1/2 PICT1/PICT1 graphic BitmaponlyMacPaint PNTG graphic NA

MacWriteIIwordprocessing

MacromediaFlash SWF presentation textonly

MASS-11wordprocessing

Through8.0

MicrografxDesigner DRW graphic Through3.1MicrografxDesigner DSF graphic Win95,6.0MicrografxDraw DRW graphic Through4.0

MPEG-1Audiolayer3 MP3 multime

ID3metadataonlyThesefilescanbeharvested,butthereisnodatainthemthatcanbeusedintags.

MSAccess MDB Database Through2.0

MSBinder archive 7.0-1997

MSExcel XLS spreadsheet 2.2-2007

MSExcelCharts spreadsheet 2.x-7.0

MSExcel(Macintosh) XLS spreads

3.0-4.0199820012004

MSExcelXML XLSXspreadsheet

MSMultiPlan spreadsheet 4.0

MSOutlookExpress EML Email 1997-2003MSOutlookFormTemplate OFT Email 1997-2003

MSOutlookMessage MSG Email all

MSOutlookOfflineFolder OST Email 1997-2003

MSOutlookPersonalFolder PST Email 1997-2007

MSPowerPoint(Macintosh) PPT present

ation 4.0-2004

MSPowerPoint(Windows) PPT present

ation 3.0-2007

MSPowerPointXML PPTX presentation

MSProject MPP Database 1998-2003

MSWindowsXML DOCXwordprocessing

MSWord(Macintosh) DOC

wordprocessing

3.0-4.019982001

MSWord(PC) DOCwordprocessing

Through6.0

MSWord(Windows) DOCwordprocessing

Through2007

MSWordPadwordprocessing

MSWorks S30/S40 spreadsheet Through2.0

MSWorks WPSwordprocessing

Through4.0

MSWorks(Macintosh)

wordprocessi

Through2.0

MSWorksDatabase(Macintosh)

Database Through2.0

MSWorksDatabase(PC)

Database Through2.0

MSWorksDatabase(Windows)

Database Through4.0

MSWritewordprocessing

Through3.0

MosaicTwin spreadsheet 2.5

MultiMate4.0wordprocessing

Through4.0

NavyDIFwordprocessing all

NotaBenewordprocessing

NovellPerfectWorks

wordprocessing

NovellPerfectWorks

spreadsheet 2.0

NovellPerfectWorks(Draw) graphic 2.0

NovellWordPerfectwordprocessing

Through6.1

NovellWordPerfect(Macintosh)

wordprocessing

1.02-3.0

OfficeWriterwordprocessing

4.0-6.0

OpenOfficeCalc SXC/ODS spreadsheet

1.12.0

OpenOfficeDraw graphic 1.12.0

OpenOfficeImpress SXI/SXP/ODP presentation

1.12.0

OpenOfficeWriter SXW/ODTwordprocessing

1.12.0

OS/2PMMetafileGraphics MET graphic 3.0

PaintShopPro6 PSP graphic 5.0-6.0ParadoxDatabase

Databas

eThrough4.0

Paradox(Windows) Database Through1.0

PC-FileLetterwordprocessing

Through5.0

PC-File+Letterwordprocessing

Through3.0

PCPaintBrush PCX,DCX graphic allPFS:ProfessionalPlan

spreadsheet 1.0

PFS:Writewordprocessing

PortableBitmapUtilities PBM graphic all

PortableGreymap PGM graphic NAPortableNetworkGraphics PNG graphic 1.0

PortablePixmapUtilities PPM graphic NA

PostScriptFile PS graphic levelII

ProfessionalWritewordprocessing

Through2.1

ProfessionalWritePlus

wordprocessing

ProgressiveJPEG graphic NA

Q&A(database) Database Through2.0

Q&A(DOS)wordprocessing

Q&A(Windows)wordprocessing

Q&AWritewordprocessing

QuattroPro(DOS) spreadsheet Through5.0

QuattroPro(Windows)

spreadsheet

Through12.0X3

R:BASE5000 Database Through3.1

R:BASE(Personal) Database 1.0

R:BASESystemV Database 1.0

RAR RAR archive

ReflexDatabase Database 2.0

RichTextFormat RTF textandmarkup

markup

SAMNAWordIVwordprocessing

SmartWareII Database 1.02

SmartWareIIwordprocessing

SmartWareII spreadsheet 1.02

Sprintwordprocessing

StarOfficeCalc SXC/ODS spreadsheet

5.26.x7.x8.0

StarOfficeDraw graphic5.26.x7.x8.0

StarOfficeImpress SXI/SXP/ODP presentation

5.26.x7.x8.0

StarOfficeWriter SXW/ODTwordprocessing

5.26.x7.x8.0

SunRasterImage RS graphic NASupercalcSpreadsheet

spreadsheet 4.0

TextMail(MIME) various Email

TotalWordwordprocessing

TruevisionImage TIFF graphic Through6TruevisionTarga TGA graphic 2

UnicodeText TXT textandmarkup all

UnixTAR(tapearchive) TAR archive NA

UnixCompressed Z archive NAUUEncoding UUE archive NA

vCardwordprocessing

Visio(preview) graphic 4

Visio2003 graphic520002002

Volkswriterwordprocessing

Through1.0

through1.0

VPPlanner3D spreadsheet 1.0

WANGPCwordprocessing

Through2.6

WBMP graphic NAWindowsEnhancedMetafile EMF graphic NA

WindowsMetafile WMF graphic NAWinzip ZIP archive

WML textandmarkup 5.2

WordMARCwordprocessor

wordprocessing

ThroughComposer

WordPerfectGraphics WPG,WPG2 graphic Through2.0,7.and10

WordStarwordprocessing

Through7.0

WordStar2000wordprocessing

Through3.0

XBitmap XBM graphic x10XDump XWD graphic x10XPixmap XPM graphic x10

XML(generic) XML textandmarkup

XyWrite XY4wordprocessing

ThroughIIIPlus

Yahoo!IMArchive archiveZIP ZIP archive PKWARE-2.04g

Parenttopic:Supportedfiletypes

RelatedreferenceSupportedfiletypes

SupportedfiletypesbycategoryAllfiletypesbycategorythatissupportedbyIBM®StoredIQarelisted,includingcategory,format,extension,andversion.

Table1.SupportedarchivefiletypesbycategoryFormat Extension Version

Gzip GZ all

LZASelf-ExtractingComparess all

LZHCompress all

MSBinder 7.0-1997

RAR RAR

UnixTAR(tapearchive) TAR NA

UnixCompressed Z NA

UUEncoding UUE NA

Winzip Zip

Yahoo!IMArchive NA

ZIP ZIP PKWARE-2.04g

Table2.SupportedCADfiletypesbycategory

Format Extension Version

AutoCAD DWG

2.5-2.69.0-14.0200220042005

Table3.SupporteddatabasefiletypesbycategoryFormat Extension Version

DataEase 4.x

dBaseDataBase Through5.0

ENABLE 3.04.04.5

FirstChoice Through3.0

FoxBase 2.1

Framework 3.0

MSAccess MDB Through2.0

MSProject MPP Through2.0

MSWorksDatabase(Macintosh) 2.0

MSWorksDatabase(PC) Through2.0

MSWorksDatabase(Windows) Through4.0

ParadoxDatabase(PC) Through4.0

ParadoxDatabase(Windows) Through1.0

Q&A(database) Through2.0

R:BASE5000 Through3.1

R:BASE(personal) 1.0

R:BASESystemV 1.0

ReflexDatabase 2.0

SmartWareII 1.02

Table4.SupportedemailfiletypesbycategoryFormat Extension Version

LegatoEmailExtender EMX

LotusNotes NSF

MSOutlookExpress EML 1997-2003

MSOutlookFormTemplate OFT 1997-2003

MSOutlookMessage MSG all

MSOutlookOfflineFolder OST 1997-2003

MSOutlookPersonalFolder PST 1997-2007

TextMail(MIME) various

Table5.SupportedgraphicfiletypesbycategoryFormat Extension Version

AdobeAcrobat PDF2.13.0-7.0Japanese

AdobeFramemakerGraphics FMV vector/raster-5.0

AdobeIllustrator Through7.09.0

AdobePhotoshop PSD 4.0

AmiDraw SDW all

AutoShadeRendering RND 2.0

BinaryGroup3Fax all

Bitmap BMP,RLE,ICO,CUR,DIB,WARP all

CALSRaster GP4 TypeI,II

ComputerGraphicsMetafile CGMANSICALSNIST3.0

CorelCliart CMX 5-6

CorelDraw CDR 3.x-8.x

CorelDraw(CDRwithTIFF

2.x-9.x

header

EncapsulatedPostScript(raster) EPS TIFFheader

GEMBitImage IMG all

GraphicsInterchangeFormat GIF all

GraphicsEnvironmentManager GEMVDI Bitmapvector

HarvardGraphics(DOS) 2.x3.x

HarvardGraphics(Windows) all

Hewlett-PackardGraphicsLanguage HPGL 2

IBMGraphicsDataFormat GDF 1.0

IBMPictureInterchangeFormat PIF 1.0

JPEG(notinTIFFformat) JFIF all

JPEG JPEG all

KodakFlashPIX FPX all

KodakPhotoCD PCD 1.0

LotusPic PIC all

LotusSnapshot all

macintoshPICT1/2 PICT1/PICT2 Bitmaponly

MacPaint PNTG NA

MicrografxDesigner DRW Through3.1

MicrografxDraw DRW Through4.0

NovellPerfectWorks(Draw) 2.0

OpenOfficeDraw 1.12.0

OZ/2PMMetafileGraphics MET 3.0

PaintShopPro6 PSP 5.0-6.0

PCPaintbrush PCX,DCX all

PortableBitmapUtilities PBM all

PortableNetworkGraphics PNG 1.0

PortablePixmapUtilities PPM NA

Postscript PS LevelII

ProgressiveJPEG NA

StarOfficeDraw 5.26.x7.x8.0

SunRasterImage RS NA

TruevisionImage TIFF Through6

TruevisionTarga TGA 2

Visio 4

Visio2003 520002002

WBMP NA

WindowsEnhancedMetafile EMF NA

WindowsMetafile WMF NA

WordPerfectGraphics WPG,WPG2Through2.0710

XBitmap XBM x10

XDump XWD x10

XPixmap XPM x10

Table6.Supportedmultimediafiletypesbycategory

Format Extension Version

MPEG-1AudioLayer3

ID3metadataonlyNote:Thesefilescanbeharvested,butthereisnodatainthemthatcanbeusedintags.

Table7.SupportedpresentationfiletypesbycategoryFormat Extension Version

CorelPresentations SHW Through12.0X3

LotusFreelanceGraphics PRZ ThroughMillennium

LotusFreelanceGraphics(OS/2) PRE Through2.0

MacromediaFlash SWF textonly

MSPowerPoint(Macintosh) PPT 4.0-2004

MSPowerPoint(Windows) PPT 3.0-2007

MSPowerPointXML PPTX

OpenOfficeImpress SXI/SXP/ODP1.12.0

StarOfficeImpress SXI/SXP/ODP5.26.x7.x8.0

Table8.SupportedspreadsheetfiletypesbycategoryFormat Extension Version

Comma-SeparatedValuesCSV

Comma-SeparatedValues

ENABLESpreadsheet SSF3.04.04.5

Framework 3.0

Lotus1-2-3 WK4 Through5.0

Lotus1-2-3(OS/2) Through2.0

Lotus1-2-3Charts 123 Through5.0

Lotus1-2-3forSmartSuite 197-9.6

LotusSymphony 1.01.12.0

MSExcel XLS 2.2-2007

MSExcelCharts 2.x-7.0

MSExcel(Macintosh) XLS3.0-4.0199820012004

MSExcelXML XLSX

MSMultiPlan 4.0

MSWorks S30/S40 Through2.0

MosaicTwin 2.5

NovellPerfectWorks 2.0

OpenOfficeCalc SXC/ODS 1.12.0

PFS:ProfessionalPlan 1.0

QuattroPro(DOS) Through5.0

QuattroPro(Windows) Through12.0X3

SmartWareII 1.02

StarOfficeCalc SXC/ODS5.26.x7.x8.0

SupercalcSpreadsheet 4.0

VPPlanner3D 1.0

Table9.Supportedsystemfiletypesbycategory

Format Extension

Executablefiles .EXE

Dynamiclinklibraryfiles .DLL

Javaclassfiles .class

DOScommandexecutables .COM

Table10.SupportedtextandmarkupfiletypesbycategoryFormat Extension Version

ANSI .TXT 7-and8-bit

ASCII .TXT 7-and8-bit

EBCDIC all

HTML .HTM Through3.0

IBMFFT all

IBMRevisableFormText all

RichTextFormat RTF all

UnicodeText .TXT all

WML 5.2

XML .XML

Table11.Supportedword-processingfiletypesbycategoryFormat Extension Version

AdobeFrameMakerInterchangeFormat MIF 3.0-6.0

CorelWordPerfectWindows WPD Through12.0X3

DECWPSPLUS DX Through4.0

DECWPSPLUS WPL Through4.1

DisplayWrite(2and3) IP all

DisplayWrite(4and5) Through2.0

ENABLE 3.04.04.5

Framework 3.0

HaansoftHangul HWP 19972002

IBMWritingAssistant 1.01

JustSystemsIchitaro JTD

5.06.08.0-13.02004

JustSystemsWrite Through3.0

Legacy Through1.1

LotusAMIPro SAM Through3.1

LotusManuscript 2.0

LotusWordPro LWP 1996-9.6

MacWriteII 1.1

MASS-11 Through8.0

MSWindowsXML DOCX

MSWord(Macintosh) DOC3.0-4.019982001

MSWord(PC) DOC Through6.0

MSWord(Windows) DOC Through2007

MSWordPad allversion

MSWorks WPS Through4.0

MSWorks(Macintosh) Through2.0

MSWrite Through3.0

MultiMate4.0 Through4.0

NavyDIF allversions

NotaBene 3.0

NovellPerfectWorks 2.0

NovellWordPerfect Through6.1

NovellWordPerfect(Macintosh) 1.02-3.0

OfficeWriter 4.0-6.0

OpenOfficeWriter SXW/ODT 1.12.0

PC-FileLetter Through5.0

PC-File+Letter Through3.0

PFSWrite ABC

ProfessionalWritePlus Through2.1

Q&A(DOS) 2.0

Q&A(Windows) 2.0

Q&AWrite 3.0

SAMNAWordIV

SmartWareII 1.02

Sprint 1.0

StarOfficeWriter SXW/ODT5.26.x7.x8.0

TotalWord 1.2

SharePointattributesThefollowingsectiondescribesthevariousSharePointdataobjecttypesandtheirpropertiesthatarecurrentlysupportedbyIBM®StoredIQPlatform.

SupportedSharePointobjecttypesThesetypesofSharePointobjectsaresupported:

Table1.SupportedSharePointobjecttypesSupportedSharePoint

objecttypesSupportedSharePoint

objecttypes

Blogpostsandcomments Discussionboard Calendar

Tasks Projecttasks Contacts

Wikipages Issuetracker Announcements

Survey Links Documentlibraries

Picturelibraries Recordscenter

NotesregardingSharePointobjecttypesCalendar:RecurringcalendareventsareindexedasasingleobjectinIBMStoredIQPlatform.EachrecurringcalendareventhasmultipleEventDateandEndDateattributevalues,onepairperrecurrence.Forinstance,ifthereisaneventdefinedforAmericanIndependenceDayandissettorecuryearly,itisindexedwithEventDates2010-07-04,2011-07-04,2012-07-04,andsoon.Survey:Onlyindividualresponsestoasurveyareindexedassystem-levelobjects.Eachresponseisauser'sfeedbacktoallquestionsinthesurvey.EachquestioninthesurveythatwasansweredforaresponseisindexedasanattributeoftheresponseintheIBMStoredIQPlatformindex.Thenameoftheattributeisthestringthatformsthequestionwhilethevalueisthereplyentered.Surveyshavenofull-textindexablebody,andtheyarealwaysindexedwithsize=0.

HashcomputationThehashofafull-textindexedobjectiscomputedwiththefull-textindexablebodyoftheobject.However,inthecaseofSharePointlistitemobjects(excludingdocumentsandpictures),thefull-textindexablebodymightbeemptyortoosimplistic.Itmeansthatyoucaneasilyobtainduplicateitemsacrossotherwisetwodifferentobjects.Forthisreason,otherattributesareincludedinthehashcomputationalgorithm.

TheseattributesareincludedwhilethehashiscomputedfortheSharePointdataobjects,excludingdocumentsandpictures.

Table2.AttributesummaryAttribute Types

GenericattributesTitle(SharePoint)Contenttype(SharePoint)Description(SharePoint)

Blogpostattributes Postcategory(SharePoint)

Wikipageattributes Wikipagecomment

Calendareventattributes

Eventcategory(SharePoint)Eventdate(SharePoint)Eventenddate(SharePoint)Eventlocation(SharePoint)

Taskorprojecttaskattributes

Taskstartdate(SharePoint)Taskduedate(SharePoint)Taskthatisassignedto(SharePoint)

Contactattributes

Contactfullname(SharePoint)Contactemail(SharePoint)Contactjobtitle(SharePoint)Contactworkaddress(SharePoint)Contactworkphone(SharePoint)Contacthomephone(SharePoint)Contactmobilephone(SharePoint)

Linkattributes LinkURL(SharePoint)

Surveyattributes Allsurveyquestionsandanswersintheresponseareincludedinthehash.

SupportedserverplatformsandprotocolsThefollowingsectionliststhesupportedserverplatformsbyvolumetypeandtheprotocolsforsupportedsystems.

PrimaryvolumeAprimaryvolumeisstorageknowledgeworkersaccesstocreate,read,update,anddeleteunstructuredcontent.Unstructuredcontentisstoredinstandardformatssuchasofficedocuments,textfiles,systemlogs,applicationlogs,email,compressedarchivesthatcontainemail,documents,orenterprisesocialmediacontent.

RetentionvolumeGenerally,aretentionvolumeisimmutablestoragethatenforcesretentionandholdpolicies.Whiledataisundermanagement,itcannotbemodifiedordeleted,andknowledgeworkerstypicallydonotaccessretentionstoragedirectly.SpecificapplicationssuchasIBM®StoredIQeDiscoverymovedatatothisstoragetomanageit.ThisstoragetypicallyhasitsownspecialAPI/protocol,althoughNASvendorsimplementedretention/holdfeaturesthatusestandardCIFSandNFSprotocols(NetAppSnapLockorEMCCelerraFLRarespecificexamples).Thestorageplatformtypicallydoesnotimplementahierarchicalnamespacetostorecontent,butinsteadreliesonagloballyuniqueidentifierasahandletometadataandcontent.Applicationsarefreetowritemetadataandbinarycontentinanyinternalformattosatisfytheirrequirements.Typically,IBMStoredIQdoesnotattempttodiscoverandmanagedatathatiswrittenbyotherapplicationstoretentionvolumes.Application-specificknowledgeisoftenrequiredtointerpretmetadataandcontent.RetentionstorageisusedbyIBMStoredIQtomanagedataoncompliantimmutablestorageforretentionandholds.Itdoessoinawaythatdoesnotinterferewithknowledgeworkersthatcreate,update,andaccesscontentonprimaryvolumes.IBMStoredIQpreservessourcemetadatawhendataiswrittentoaretentionvolume.Theoriginalsourcemetadataisimportantforgovernanceandlegaldiscovery(custodian,timestamps,andsoon)toreplicatethecontentandmetadatafromtheretentionvolumewhenneeded.

ExportvolumeExportvolumesareunmanaged(notindexed)storagelocationwherecontentiscopiedalongwithmetadataandauditdetailinaformatthatcanbeimportedbyotherapplications.AcommonusageofexportvolumesistostagenativedocumentstobeimportedintoalegalreviewtoolinaformatsuchasstandardEDRMoraConcordance-compatibleformat.

SystemvolumeSystemvolumesareastoragelocationwherefilescanbewrittentoandreadbyIBMStoredIQ.ItcanbeusedtoexportvolumemetadatathatiscontainedintheindexonaDataServer.Exportedvolumedatacanbeimportedfromasystemvolumetopopulateavolumeindex.

Table1.SupportedplatformsandprotocolsbyIBMStoredIQvolumetype

Platform/protocol

IBMStoredIQprimaryvolume

IBMStoredIQretentionvolume

IBMStoredIQexportvolume

IBMStoredIQsystemvolume

CIFS x x x x EMCCelerraFLR x

EMCCentera x

EMCDocumentum x x

CustomermustsupplyDFCfilestoenablethe

connector.HitachiHCAP x IBMInformation x

InformationArchive(DR550)

IBMDomino x Emailonly.IBMFileNet x Jive x MicrosoftExchange x

MicrosoftSharePoint x

NetAppSnapLock x

NewsGator x NFS x x x x OpenTextLivelink/ContentServer

SalesforceChatter x

SymantecDiscoveryAccelerator

SymantecEnterpriseVault

Table2.Supportedoperationsandlimitationsbyplatformandprotocol

Platform/protocol

Operationtype:read

Operationtype:write

Operationtype:delete

CIFS R W D EMCCelerraFLR

R W D Treatedasretentionvolume;onlycontentwrittenbyIBMStoredIQissupported.

EMCCentera R W D

MetadataandcontentwrittenbyIBMStoredIQorEMCEmailXtenderissupported.EmailXtendersupportislimitedtoemailarchivedfromExchange.

EMCDocumentum

R W D OnlyCurrentdocumentsinstandardcabinetsareindexed.

HitachiHCAP R W D

IBMInformationArchive(DR550)

DominoR Emailonly.Emailisconvertedtothe.MSGformatfor

processing.IBMFileNet W

Jive R MicrosoftExchang R Messages(email),Contacts,Calendaritems,Notes,Tasks,and

Documents

Exchange

Documents

MicrosoftSharePoint

Alldocumentversionsareoptional.

SharePoint2010/2013supportedlisttypes:Userprofiles,Usernotes,BlogPost,BlogComment,DiscussionPost,DiscussionReply,WikiPage,Calendar,Task/ProjectTask,Contact,IssueTracker,Survey,Link,andAnnouncements.

Contentofcustomlistsisindexedgenericallyastext.Itisnotmodeledspecifically,likestandardlisttypes.

NetAppSnapLock

R W D Treatedasretentionvolume;onlycontentwrittenbyIBMStoredIQissupported.

NewsGator R NoAPIsupportforPollresponses.

NFS R W D OpenTextLivelink/ContentServer

SalesforceChatter

SymantecDiscoveryAccelerator

SymantecEnterpriseVault

R W D ThedeleteactionisonlysupportedforretentionvolumesandonlymetadataandcontentwrittenbyIBMStoredIQ.

Table3.SupportedCIFSserverplatformandprotocolversions(read/write/delete)

CIFSserver NotesWindowsXP,Vista,7 WindowsServer2003,2008,2008R2 Samba NetAppONTAP7.0.0orlater EMCCelerraDART5.5orlater MacOSX,10.7,10.8,10.9 Table4.SupportedEMC

Centeraserverplatformandprotocolversions(read/write)EMCCenteraserver NotesCenteraAPIv3.1 Table5.SupportedEMCDocumentumserverplatformandprotocolversions(read/write)

EMCDocumentumserver Notes

Documentum6.0,6.5,6.7 CustomermustsupplyDFCfilestoenabletheconnector.

DocumentumwithRetentionPolicyServices(RPS)6.0,6.5

CustomermustsupplyDFCfilestoenabletheconnector.

Table6.SupportedIBMFileNetserverplatformandprotocolversions(write)

FileNetcontentservices NotesFileNet5.3 WebDAVprotocolTable7.SupportedHitachiHCAP

serverplatformandprotocolversions(read/write/delete)

HitachiHCAPservice NotesHitachiContentPlatformv1.8

Table8.SupportedIBMDomino/Notesserverplatformand

protocolversions(read)IBMDomino/Notesserver NotesDomino/Notes6.x,7.x,8.x

Table9.SupportedIBMInformationArchiveserver

platformandprotocolversions(read/write/delete)

IBMInformationArchive NotesTSMClient5.3.4.0

Table10.SupportedJive

serverplatformandprotocolversions

(read)Jiveservice NotesJive5.0.2 Table11.SupportedMicrosoftExchangeserverplatformand

protocolversions(read)MicrosoftExchangeserver NotesExchange2003 WebDAVprotocolExchange2007,2010 ExchangewebserviceinterfaceTable12.SupportedMicrosoftSharePointserverplatformand

protocolversions(read/write)MicrosoftSharePointserver NotesSharePoint2003 WebDAVprotocolSharePoint2007,2010,2013 SharePointwebserviceinterfaceTable13.SupportedNewsGatorserverplatformandprotocol

versions(read)NewsGatorAPI Notes

NewsGatorSocial2.1.1229 InstalledonSharePoint2010orlater.Table14.SupportedNFSserverplatformandprotocolversions

(read/write/delete)NFSv3 Notes

RedHatEnterpriseLinux5.x,6.x CentOS5.x,6.x NetAppONTAP7.0.0orlater EMCCelerraDART5.5orlater MacOSX,10.7,10.8,10.9 Table15.SupportedOpenTextLivelinkEnterpriseServerplatformandprotocolversions

(read)

LivelinkEnterpriseServer Notes

OpenTextLivelinkEnterpriseServer9.7,9.7.1

ConnectorisbasedonIBMContentIntegrator(ICI)version8.6.

Table16.SupportedOpenTextContentServerplatformandprotocolversions(read)ContentServer Notes

ContentServer10.0.0 ConnectorisbasedonIBMContentIntegrator(ICI)version8.6.Table17.SupportedSalesforceChatterserverplatformandprotocolversions(read)

SalesforceChatterservice NotesSalesforcePartnerAPIv26.0 Table18.SupportedSymantecDiscoveryAcceleratorserverplatformandprotocolversions

(read)SymantecDiscoveryAccelerator

server Notes

EnterpriseVaultDCOMAPI8.0.3,9.0,10.0

QuerycontentandmetadatafromDiscoveryAcceleratorcases.

Table19.SupportedSymantecEnterpriseVaultserverplatformandprotocolversions(read/write)

SymantecEnterpriseVaultserver NotesEnterpriseVaultDCOMAPI8.0.3,9.0,10.0

EventlogmessagesThefollowingsectioncontainsacompletelistingofallERROR,INFO,andWARNevent-logmessagesthatappearintheEventLogoftheIBM®StoredIQPlatformconsole.

ERROReventlogmessagesThefollowingtablecontainsacompletelistingofallERRORevent-logmessages,reasonsforoccurrence,samplemessages,andanyrequiredcustomeraction.INFOeventlogmessagesThefollowingtablecontainsacompletelistingofallINFOevent-logmessages.WARNeventlogmessagesThefollowingtablecontainsacompletelistingofallWARNevent-logmessages,reasonsforoccurrence,samplemessages,andanyrequiredcustomeraction.

RelatedreferenceERROReventlogmessagesINFOeventlogmessagesWARNeventlogmessages

ERROReventlogmessagesThefollowingtablecontainsacompletelistingofallERRORevent-logmessages,reasonsforoccurrence,samplemessages,andanyrequiredcustomeraction.

Table1.ERROReventlogmessages.ThistablelistsallERRORevent-logmessages..

Eventnumber

Reason Samplemessage Requiredcustomeraction

Harvesterwasunabletoopenasocketforlisteningtochildprocesses.

Harvestercouldnotallocatelistenportafter<number>attempts.Cannotkickstartinterrogators.(1001)

LogintoUTILandrestarttheapplicationserver.Restartthedataserver.ContactCustomerSupport.

Unexpectederrorwhileitisexportingavolume.

Exportingvolume'dataserver:/mnt/demo-A'(1357)hasfailed(9083)

ContactCustomerSupport.

Unexpectederrorwhileitisimportingavolume

Importingvolume'dataserver:/mnt/demo-A'(1357)failed(9086)

Novolumesareabletobeharvestedinajob.Forinstance,allofthemountsfailduetoanetworkissue.

Novolumesharvested.(15001)

MakesureIBM®StoredIQPlatformstillhasappropriatepermissionstoavolume.Verifythatthereisnetworkconnectivitybetweenthedataserverandyourvolume.ContactCustomerSupport.

Couldnotmountthevolume.Checkpermissionsandnetworksettings.

Errormountingvolume<share><start-dir>onserver<server-name>.Reported<reason>.(15002)

Makesurethatthedataserverstillhasappropriatepermissionstoavolume.Verifythatthereisnetworkconnectivitybetweenthedataserverandyourvolume.ContactCustomerSupport.

E 1 Failedto

Errorsavingharvestrecord.

saveHarvestRecordforqa1:auto-A(15021)

ContactCustomerSupport.Thismessageoccursduetoadatabaseerror.

UnhandledunrecoverableexceptioninCenteraDiscovery.

CenteraHarvesterfatalfailure:<exceptiondescription>(17001)

AnerroroccurredwhenavolumewascreatedduringCenteraDiscovery.

UnabletocreateCenteraVolumeCompany_jpool_2009_FEB_1inpooljpool.Error:<databaseerrordescription>(17012)

ContactCustomerSupport.Thismessageoccursduetoadatabaseerror.

Genericretentiondiscoveryfailedinacatastrophicmanner.

Genericretentiondiscoveryfatalfailure:<17501>

Genericretentiondiscoverycreatesvolumesetsassociatedwithprimaryvolumes.Whenthatfails,IBMStoredIQPlatformsendsthismessage.Thisfailurelikelyoccurredduetodatabaseerrors.

Errorcreating/loadingvolumesetfor<server>:<share>

Unabletoqueryobjectcountforadiscoveredvolumeduetoadatabaseerror.

Unabletodetermineobjectcountfor<server>:<share>

Genericretentiondiscoverycouldnotcreatediscoveredvolume.

Errorcreatingvolume<server>:<share:>

SMBconnectionfails.

WindowsShareProtocolExceptionwhenconnectingtotheserver<server-name>:<reason>.(18001)

MakesureIBMStoredIQPlatformstillhasappropriatepermissionstoavolume.Verifythatthereisnetworkconnectivitybetweenthedataserverandyourvolume.ContactCustomerSupport.

TheSMBvolumemountfailed.Checkthesharename.

WindowsShareProtocolExceptionwhenconnectingtotheshare<share-name>on<server-name>:<reason>.(18002)

Verifythenameoftheserverandvolumetomakesurethattheyarecorrect.Ifthismessagepersists,thencontactCustomerSupport.

Thereisnovolumemanager.

WindowsShareProtocolExceptionwhileinitializingthedataobjectmanager:<reason>.(18003)

Grazervolumecrawlthrewanexception.

Grazer._run:Unknownerrorduringwalk.(18006)

Verifytheuserthatmountedthespecifiedvolumehaspermissionsequivalenttoyourcurrentbackupsolution.Ifthismessagecontinues,contactCustomerSupport.

AnunexpectederrorfromtheserverpreventedtheharvesttoreachtheendoftheactivitystreamontheNewsGatordatasourcethatisharvested.Thenextincrementalharvestattemptstopickupfromwherethecurrentharvestwasinterrupted.

UnabletofetchtrailingactivitystreamfromNewsGatorvolume.Willretryinnextharvest.(18021)

ChecktoensuretheNewsGatorserverhassufficientresources(diskspace,memory).Itislikelythatthiserroristransient.Iftheerrorpersistsacrossmultipleharvests,contactCustomerSupport.

Startdirectoryhasescapecharacters,andthedataserverisconfiguredtoskipthem.

Cannotgrazethevolume,rootdirectoryNunezhasescapecharacters(18018)

Considerturningoffescapecharacterchecking.

Anexceptionoccurredduringinterrogatorinitialization.

Interrogator._init__exception:<reason>.(19001)

Anunknownexceptionoccurredduringinterrogatorinitialization.

Interrogator.__init__exception:unknown.(19002)

ER19 Anexceptionoccurred

Interrogator.pro-cessexception

duringinterrogatorprocessing.

(<volumeid>,<epoch>):<reason>.(19003)

Anunknownexceptionoccurredduringinterrogatorprocessing.

Interrogator.pro-cessexception(<volumeid>,<epoch>).(19004)

Anexceptionoccurredduringviewerinitialization.

Viewer.__init__:Exception-<reason>.(19005)

Anunknownexceptionoccurredduringviewerinitialization.

Viewer.__init__:Unknownexception.(19006)

Volumecouldnotbeunmounted.

Unmountingvolumefailedfrommountpoint:<mountpoint>.(33004)

Restartthedataserver.Iftheproblempersists,thencontactCustomerSupport.

Dataserverwasunabletocreatealocalmountingpointforthevolume.

Unabletocreatemount_pointusingprimitive.thread-Safe-Makedirs().(33005)

FailedtomakeSMBconnectiontoWindowsShareserver.

MountingWindowsSharevolumefailedwiththeerror:<systemerrormessage>.(33010)

Verifyusernameandpasswordthatisusedformountingthevolumeareaccurate.Checktheuserdataobjectforappropriatepermissionstothevolume.Makesurethatthevolumeisaccessiblefromoneofthebuilt-inprotocols(WindowsShare).Verifythatthenetworkisproperlyconfiguredforthedataservertoreachthevolume.VerifythatthedataserverhasappropriateDNSsettingstoresolvetheservername.

Internalerror.Problemaccessinglocal/proc/mounts

Unabletoopen/proc/mounts.Cannottestifvolumewasalreadymounted.(33011)

Databaseproblemswhenavolumewasdeleted.

AnexceptionoccurredwhileworkingwithHARVESTS_TABLEin

R 2 Volume._delete().(33012)

Novolumesetwasfoundforthevolumessetname.

Unabletoloadvolumesetbyitsname.(33013)

Systemcouldnotdeterminewhenthisvolumewaslastharvested.

Anerroroccurredwhileperformingthelast_harvestoperation.(33014)

AnerroroccurredmountingtheExchangeshare.

MountingExchangeServerfailed:<reason>.(33018)

Verifyusernameandpasswordthatisusedformountingtheshareareaccurate.Checkforappropriatepermissionstotheshare.Makesurethattheshareisaccessible.Verifythatthenetworkisproperlyconfiguredforthedataservertoreachtheshare.VerifythatthedataserverhasappropriateDNSsettingstoresolvetheservername.

FailedtoconnectandauthenticatetotheHitachiArchivasContentArchiveserver.

MountingHCAPvolumefailed:CannotconnecttoHCAPshare.(33019)

Ensuretheconnectivity,credentials,andpermissionstotheHitachivolumeandtryagain.

FailedtoconnectandauthenticatetotheIBMInformationArchiveretentionvolume.

MountingIBMInformationArchivevolumefailedwiththeerror:Serverunreachable.(33020)

Ensuretheconnectivity,credentials,andpermissionstotheIBMInformationArchivevolumeandtryagain.

FailedtoconnecttotheDiscoveryAcceleratorwiththeinformationfortheVolume.

MountingDiscoveryAcceleratorvolumefailedwiththeerror:insufficientpermissionstoreviewCaseOne(33022)

Verifytheinformationthatisusedtoaddthevolumeandensurethatalldetailsareenteredcorrectlybeforeyoutryitagain.Iftheerrorpointstonetworkissueswithconnectivity,addressthemandtryagain.

TheattempttoconnectandauthenticatetotheIBMFileNetserverfailed.

MountingIBMFileNetvolumefailed:<reason>.(33027)

Ensuretheconnectivity,credentials,andpermissionstotheFileNetvolumeandtryagain.

ER33 Failedtocreatethevolume

Exceeded

maximum ContactCustomerSupport.

asthenumberofactivevolumepartitionsexceedsthelimitof500.

numberofvolumepartitions(33029).

Couldnotcompletethecopyactionbecausethetargetdiskwasfull.

CopyActionabortedasthetargetdiskhasrunoutofspace(34002)

Verifythatthereisspaceavailableonyourpolicydestinationandtryagain.

Couldnotcompletethemoveactionduetofulltargetdisk.

MoveActionabortedasthetargetdiskhasrunoutofspace.(34009)

Verifythatthereisspaceavailableonyourpolicydestination,thenrunanotherharvestbeforeyourunthepolicy.Whentheharvestcompletes,tryrunningthepolicyagain.

Thepolicyauditcouldnotbedeletedforsomereason.

ErrorDeletingPolicyAudit:<errormessage>(34016)

ThecopytoCenteraactioncouldnotberunbecauseofinsufficientpermissions.

CopytoCenterafailedaswedonothaveread/writepermissionsontheaccessprofileused.(34020)

CheckpermissionsontheaccessprofilethatisprovidedfortheCenterapoolonwhichthevolumeisdefined,andcheckwhethertheappropriatepermissionsareprovided.

ThemovetoCenteraactioncouldnotberunbecauseofinsufficientpermissions.

MovetoCenterafailedaswedonothaveread/writepermissionsontheaccessprofileused.(34020)

CheckpermissionsontheaccessprofilethatisprovidedfortheCenterapoolonwhichthevolumeisdefined,andcheckwhethertheappropriatepermissionsareprovided.

Discoveryexportpolicyisstartedsinceitdetectedthetargetdiskisfull.

ProductionRunactionabortedbecausethetargetdiskhasrunoutofspace.(34030)

Createsufficientspaceontargetdiskandrundiscoveryexportpolicyagain.

Thetargetvolumeforthepolicycouldnotbemounted.Thepolicyisstarted.

Copyobjectsfailed,unabletomountvolume:QA1.COMPANY.COM:SHARE.(34034)

Ensuretheconnectivity,logincredentials,andpermissionstothetargetvolumeforthepolicyandtryagain.

410 Thejobisended

<job-name>

ended Trytorunthejobagain.Ifitfailsagain,

abnormally. unexpectedly.(41004)

contactCustomerSupport.

Jobfailed.[Jobname]hasfailed(41007).

LookatpreviousmessagestoseewhyitfailedandrefertothatmessageIDtopinpointtheerror.ContactCustomerSupport.

Thecopyactioncouldnotrunbecauseofparametererrors.

Copydataobjectsdidnotrun.Errorsoccurred:<error-description>.(42001)

Thecopyactionwasunabletocreateatargetdirectory.

Copydataobjectsfailed,unabletocreatetargetdir:<target-directory-name>.(42002)

Checkpermissionsonthetarget.Makesurethepermissionsthatareconfiguredtomountthetargetvolumehavewriteaccesstothevolume.

Anunexpectederroroccurred.

Copydataobjectsterminatedabnormally.(42004)

Themoveactioncouldnotrunbecauseofparametererrors.

Movedataobjectsdidnotrun.Errorsoccurred:<error-description>.(42006)

Themoveactionwasunabletocreateatargetdirectory.

Movedataobjectsfailed,unabletocreatetargetdir:<target-directory-name>.(42007)

Checkpermissionsonthetarget.Makesurethepermissionsthatareconfiguredtomountthetargetvolumehavewriteaccesstothevolume.

Movedataobjectsterminatedabnormally.(42009)

Deletedataobjectsterminatedabnormally.(42017)

ER42 Thepolicyactioncouldnot

Policycannotexecute.

runbecauseofparametererrors.

Attributeverificationfailed.(42025)

Policyterminatedabnormally.(42027)

Thedatasynchronizercouldnotrunbecauseofanunexpectederror.

ContentDataSynchronizersynchronizationof<server-name>:<volume-name>failedfatally.

Invalidsetofparametersthatarepassedtodiscoveryexportpolicy.

ProductionRunonobjectsdidnotrun.Errorsoccurred:Thefollowingparametersaremissing:action_limit.(42059)

Discoveryexportpolicyfailedtocreatetargetdirectoryfortheexport.

ProductionRunonobjects(Copyingnativeobjects)failed,unabletocreatetargetdir:production/10.(42060)

Verifythatthediscoveryexportvolumehaswritepermissionandre-executepolicy.

Discoveryexportpolicywasendedabnormally.

ProductionRunonobjects(Copyingnativeobjects)terminatedabnormally.(42062)

Thefull-textoptimizationprocessfailed;however,theindexismostlikelystillusableforqueries.

Full-textoptimizationfailedonvolume<volume-name>(42088)

Timeallocatedto

Afull-textindexisalreadybeingmodified.

gainexclusiveaccesstoin-memoryindexforvolume=1357hasexpired(45802)

Theindexforthespecifiedvolumedoesnotexist.Thismessagecanoccurundernormalconditions.

Index'/deepfs/full-text/volume_index/volume_1357'notfound.(45803)

Nouserinterventionisrequired.

Programmingerror.Atransactionwasneverinitiatedorwasclosedearly.

Transactionofclient:node.client.com_FINDEX_QUEUE_1357_117251522_3_2isnotthewriter(45804)

Thequeryisnotstartedorexpired.Theformerisaprogrammingerror.Thelatterisnormal.

QueryID:123doesnotexist(45805)

Thequeryexpressionisinvalidornotsupported.

Failedtoparse'dogpre\3bar'(45806)

Reviseyourfull-textquery.

Programmingerror.Atransactionwasalreadystartedfortheclient.

Client:node.client.com_FINDEX_QUEUE_1357_1172515222_3_2isalreadyactive(45807)

Atransactionwasneverstartedorexpired.

Notransactionforclient:node.client.com_FINDEX_QUEUE_1357_1172515222_3_2(45808)

Nouserinterventionisrequired.Thesystemhandlesthisconditioninternally.

E 4 Invalid

Programmingerror.volumeId.Expected:1357Received:2468(45810)

AFileI/Oerroroccurredwhilethesystemwasaccessingindexdata.

Failedtowritedisk(45812).

Tryyourqueryagain.ContactCustomerSupportformoreassistanceifnecessary.

Thequeryexpressionistoolong.

Query:'a*b*c*d*e*'istoocomplex(45814)

Refineyourfull-textquery.

Thefilethatisbeingindexedistoolargeorthequeryexpressionistoocomplex.Theenginetemporarilyranoutofmemory.

JavaheapexhaustedwhileindexingnodewithID:'10f4179cd5ff22f2a6b79a1bc3aef247fd94ccff'(45815)

Checktheskippedfilelistintheauditlogforfilesthatfailedtoloadduetotheirsizes.Reviseyourqueryexpressionandtryagain.

Tarcommandfailedwhileitpersistsfull-textdatatoWindowsShareorNFSshare.

Failedtobackupfull-textdataforserver:share.Reason:<reason>.(46023)

Checkdiskspaceandpermissions.

Unhandledunrecoverableexceptionwhilepersistingfull-textdataintoa.tgzfile.

Exception<exception>whilebackingupfulltextdataforserver:share(46024)

Wasnotabletodeletepartial.tgzfileafterafailedfull-textbackup.

Failedtounlinkincompletebackupimage.Reason:<reason>.(46025)

Checkpermissions.

Synchronizationfailedonaquery.

Synchronizationfailedforquery'<query-name>'onvolume'<server-and-volume>(47002)

E 4Anerroroccurredduring

Cannot

processfull-

Anerroroccurredduringthequeryofafull-textexpression.

textexpression(Failedtoreadfromdisk(45812)(47101)

RestartservicesandcontactCustomerSupport.

Nomoredatabaseconnectionsareavailable.

Databaseconnectionsexhausted(512/511)(47203)

Userisrunningoutofdiskspace.

Diskusageexceedsthreshold.(%d)

ContactCustomerSupport.Inrarecases,thismessagecanindicateaprogramerrorleakingdiskspace.Inmostcases,however,diskspaceisalmostfull,andmorestorageisrequired.

Interrogatorfailedwhilethesystemprocessedafile.Thecurrentfileismissingfromthevolumecluster.

Harvester1Doesnotexist.Actiontaken:restart.(47212)

Iftheproblempersists(thatis,thesystemfailsonthesamefileortypeoffiles),contactCustomerSupport.

SNMPnotificationsenderisunabletoresolvethetraphostname.

Unabletoresolvehostnamenomachine.nowhere.com(47214)

CheckspellingandDNSsetup.

TheDDL/DMLfilesthatarerequiredforthedatabaseversioningwerenotfoundintheexpectedlocationonthedataserver.

DatabaseversioncontrolSQLfilenotfound.(50011)

Indicatesthatthepre-upgradedatabaserestorationfailed,whichwasattemptedasaresultofadatabaseupgradefailure.

Databaserestoreisunsuccessful.ContactCustomerSupport.(50018)

Indicatesthatthecurrentdatabaserequirementsdonotmeetthoserequirementsthatarespecifiedfortheupgradeandcannotproceedwiththeupgrade.

Versionsdonotmatch!Expectedcurrentdatabaseversion:<dbversion>.(50020)

Indicatesthatthefulldatabasebackupfailedwhenthesystemattemptsadata-objectleveldatabasebackup.

Databasebackupfailed.(50021)

Discoveryexportpolicyfailedtomountvolume.

Productionpolicyfailedtomountvolume.

Aborting.

(61003)

Thediscoveryexportloadfilegenerationfailsunexpectedly.Theloadfilescanbeproducedcorrectly,butpost-processingactionslikeupdatingaudittrailsandgeneratingreportfilesmightnotcomplete.

Productionloadfilegenerationfailed.Loadfilesmaybeproduced,butpost-processingmaybeincomplete.(61005)

Thediscoveryexportloadfilegenerationwasinterruptedbecausethetargetdiskisfull.

Productionloadfilegenerationinterrupted.Targetdiskfull.(61006)

Freeupspaceonthetargetdisk,voidthediscoveryexportrunandrunthepolicyagain.

Thegatewayanddataservermustbeonthesameversiontoconnect.

Gatewayconnectionfailedduetounsupporteddataserverversion.

Updateyourdataservertothesamebuildnumberasthegatewayandrestartservices.Ifyourencounterissues,contactCustomerSupport.

Thedataserverfailedtoconnecttothegatewayoveranextendedperiod.

Thedata-serverconnectiontothegatewaycannotbeestablished.

Thesystemfailedtoopenaconnectiontothedatabase.

Failedtoconnecttothedatabase(80002)

The"maximumdatabaseconnections"configurationparameterofthedatabaseenginemightneedtobeincreased.ContactCustomerSupport.

Parenttopic:Eventlogmessages

RelatedreferenceEventlogmessages

INFOeventlogmessagesThefollowingtablecontainsacompletelistingofallINFOevent-logmessages.

Table1.INFOeventlogmessages

Type Eventnumber Reason SamplemessageRequiredcustomeraction

INFO 9001Noconditionswereaddedtoaquery.

Harvester:Query<queryname>cannotbeinferredbecausenoconditionforithasbeendefined(9001).

Addconditionstothespecifiedquery.

INFO 9002Oneormoreconditionsinaquerywereincorrect.

Harvester:Query<queryname>cannotbeinferredbecauseofregularexpressionorotherconditionerror(9002).

Verifythatregularexpressionsareproperlyformed.

INFO 9003VolumeHarvestiscompleteandexplorersarebeingcalculated.

Volumestatisticscomputationstarted(9003).

INFO 9004Explorercalculationsarecomplete.

Volumestatisticscomputationcompleted(9004).

INFO 9005Querymembershipcalculationsstarted.

Queryinferencewillbedonein<number>steps(9005).

INFO 9006

Querymembershipcalculationsprogressinformation.

Queryinferencestep<number>done(9006).

INFO 9007Querymembershipcalculationscompleted.

Queryinferencecompleted(9007).

INFO 9012Indicatestheendofdumpingthecontentofthevolumecache.

DumpofVolumecache(s)completed

(9012).

Nouserinterventionis

required.

INFO 9013Indicatesthebeginningoftheloadprocess.

Postprocessingforvolume'CompanyDataServer:/mnt/demo-A'started(9013).

INFO 9067 Indicatesloadprogress.

Systemmetadataandtaggedvaluesweresuccessfullyloadedforvolume'server:volume'(9067).

INFO 9069 Indicatesloadprogress.

Volume'dataserver:/mnt/demo-A':Systemmetadata,taggedvaluesandfull-textindexweresuccessfullyloaded(9069).

INFO 9084 Thevolumeexportfinished.

Exportingvolume'dataserver:/mnt/demo-A'(1357)completed(9084)

INFO 9087 Thevolumeimportfinished.

Importingvolume'dataserver:/mnt/demo-A'(1357)completed(9087)

INFO 9091Theloadprocesswasendedbytheuser.

Loadabortedduetouserrequest(9091).

INFO 15008Thevolumeloadstepwasskipped,peruserrequest.

Postprocessingskippedforvolume<server>:<vo-lume>.(15008)

INFO 15009

Thevolumeloadstepwasrunbuttheharveststepwasskipped,peruserrequest.

Harvestskippedforvolume<server>:<vol-ume>.(15009)

INFO 15012

Thepolicythatranonthevolumeis

completeandthevolumeloadcannowproceed.

Volume<volume>onserver<server>is

freenow.Proceedingwithload.(15012)

nowproceed.

INFO 15013Theconfiguredtimelimitonaharvestwasreached.

Harvesttimelimitreachedforserver:share.Endingharvestnow.(15013)

INFO 15014Theconfiguredobjectcountlimitonaharvestwasreached.

Objectcountlimitreachedforserver:share.Endingharvestnow.(15014)

INFO 15017Checkboxisselectedfornightlyloadjob.

Deferringpostprocessingforvolumeserver:vol(15017)

INFO 15018Harvestsizeortimelimitisreached.

Harvestlimitreachedonserver:volume.Syntheticdeleteswillnotbecomputed.(15018)

INFO 15019 Userstopsharvestprocess.

Harveststoppedbyuserwhileprocessingvolumedpfsvr:vol1.Restofvolumeswillbeskipped.(15019)

INFO 15020

Theharvestvocabularychanged.Fullharvestmustruninsteadofincremental.

Vocabularyfordpfsvr:jhaide-Ahaschanged.Afullharvestisrecommended(15020).

Fullharvestmustberuninsteadofanincrementalharvest.

INFO 15022

TheuseristryingtorunanACL-onlyharvestonavolumethatisnotaWindowsShareorSharePointvolume.

Permission-onlyharvest:permissionchecksnotsupportedfor<server>:<share>

Noactionisneededasthevolumeisskipped.

INFO 15023

TheuseristryingtorunanACL-onlyharvestonavolumethatwasassignedauserlist.

Permission-onlyharvest:volume<server>:<share>hasnoassociateduserlist.

Noactionisneededasthevolumeisskipped.

SentwhenCenteraDiscoverysends

CenteraExternalIterator:Startingtopopulateusingpool

Nouser

INFO 17002 DiscoverysendsthequerytotheCenteraserver

populateusingpoolQAPOOL.(17002)

INFO 17003

SentwhenCenteraDiscoveryautocreatesanewvolume

<servername>:CreatednewvolumeQAPOOL:_QA-POOL_2009_JAN_1(17003)

INFO 17004

ACenteraDiscoveryauto-createdvolumereachedthepreconfiguredlimit,startinganewone.

Objectlimitreachedfor_QAPOOL_2009_JAN_1,startingnewvolume(17004)

INFO 17007PendingdatareturnfromCentera.

CenteraHarvester:NoitemsreturnedfromCenteraforover5minutes.Stillwaiting.(17007)

CheckwhetheraCenteranodeisdown.ACenteraclustermightbeoverloaded.

INFO 17009ConfiguredtimelimitisreachedforCenteradiscoverystep.

CenteraDiscovery:timelimitfordiscoveryreached.Endingthisrun.(17009)

INFO 17010

ConfiguredobjectcountlimitthatisreachedforCenteradiscoverystep.

CenteraDiscovery:configureditemcountlimitfordiscoveryreached.Endingthisrun.(17010)

INFO 17507

Limit(timeorobjectcount)reachedforgenericretentiondiscovery.

Retentiondiscoverylimitreachedfor<server>:<share>

INFO 17508

Genericretentiondiscoveryfoundnonewitemsforthismastervolume.

Nonewitemsdiscovered.Post-processingskippedforvolume<server>:<share>

Nouserinterventionisrequiredunlesstheuseriscertainthatnewitemsmustbediscovered.

INFO 17509Genericretentiondiscoverycreatedanewvolume.

Creatednewdiscoveredvolume<server>:<share>involumeset<autodis-

INFO 17509 anewvolume. volumeset<autodis-coveredvolumesetname>.

required.

INFO 18004 Jobwasstopped.Walker._processFile:GrazerStopped.(18004)

INFO 18005 Grazerqueuewasclosed.

Walker._processFile:GrazerClosed.(18005)

INFO 18016

Displaysthelistoftop-leveldirectoriesthatareselectedbymatchingthestartdirectoryregularexpression.Displaysatthebeginningofaharvest.

Choosingtop-leveldirectories:<directories>(18016)

INFO 34001Markscurrentprogressofacopyaction.

<volume>:<count>dataobjectsprocessedbycopyaction.(34001)

INFO 34004Markscurrentprogressofadeleteaction.

<volume>:<count>dataobjectsprocessedbydeleteaction.(34004)

INFO 34008Markscurrentprogressofamoveaction.

<volume>:<count>dataobjectsprocessedbymoveaction.(34008)

INFO 34014 Apolicyauditwasdeleted.

DeletingPolicyAudit#<auditid><policyname><starttime>(34014)

INFO 34015 Apolicyauditwasdeleted.

DeletedPolicyAudit#<auditid><policyname><starttime>(34015)

INFO 34031

Progressupdateofthediscoveryexportpolicy,every10000objectsprocessed.

Winserver:topshare:30000dataobjects

processedbyproductionaction.(34031)

Nouser

interventionisrequired.

processed. (34031)

INFO 41001Ajobwasstartedeithermanuallyorwasscheduled.

<jobname>started.(41001)

INFO 41002Theuserstoppedajobthatwasrunning.

<jobname>stoppedatuserrequest(41002)

INFO 41003Ajobiscompletednormallywithorwithoutsuccess.

<jobname>completed.(41003)

INFO 41006

Rebootingorrestartingservicesonthecontrollerorcomputenodecausesalljobstostop.

Serviceshutdown.Stoppingoutstandingjobs.(41006)

Rerunjobsafterrestartifyouwantthejobstocomplete.

INFO 41008

Databasecompactor(vacuum)jobcannotrunwhilethereisdatabaseactivity.

Databasecompactorwasnotrunbecauseotherjobsareactive(41008).

Setthedatabasecompactor'sjobschedulesothatitdoesnotconflictwithlong-runningjobs.

INFO 42005

Theactioncompletedorwasended.Showsresultsofcopyaction.

Copycomplete:<number>dataobjectscopied,<number>collisionsfound.(42005)

INFO 42010

Theactioncompletedorwasended.Showsresultsofmoveaction.

Movecomplete:<number>dataobjectsmoved,<number>collisionsfound.

(42010)

INFO 42018

Theactioncompletedorwasended.Showsresultsofdeletedaction.

Copydataobjectscomplete:<number>dataobjectscopied,<number>collisionsfound.(42018)

Third-partyapplication

CenteraDeletedFilesSynchronizercomplete:10000 Nouser

INFO 42020applicationdeletedclipsondiscoveredCenteravolumes.

complete:10000objectspassed.2objectsweremissingfromtheCenteracluster.(42020)

INFO 42024Thesynchronizerwascompletednormally.

ContentDataSynchronizercomplete.(42024)

INFO 42028

Theactioncompletedorwasended.Showsresultsofpolicyaction.

Policycompleted(42028).

INFO 42032

Theactioncompletedorwasended.Showsresultsofreportaction.

<reportname>completed(42032).

INFO 42033

ThesynchronizerstartedautomaticallyormanuallywiththeGUIbutton.

ContentDataSynchronizerstarted.(42033)

INFO 42048

Reportsthatthesynchronizerisskippingavolumeifsynchronizationisdeterminednottoberequired.

ContentDataSynchronizerskipping<server-name>:<volume-name>asitdoesnotneedsynchronization.42048)

INFO 42049

Reportsthatthesynchronizerstartedsynchronizationofavolume.

ContentDataSynchronizerstartingsynchronizationforvolume<server-name>:<volume-name>

INFO 42053

Thepolicythatwaswaitingforparticipantvolumestobeloadedbeforeitcontinues,isnowstarting.

Proceedingwithexecutionof<policy-name>.

Reportoncompletionofdiscoveryexport

ProductionRunonobjects(Copyingnativeobjects)

Nouser

INFO 42063 discoveryexportpolicyexecutionphase.

nativeobjects)completed:2003dataobjectscopied,25duplicatesfound.(42063)

interventionisrequired.

INFO 42065

Adiscoveryexportpolicythatwasheldupforwantofresources,isnowdonewaiting,andbeginsexecution.

Proceedingwithexecutionof'ProductioncaseOne'.(42065)

INFO 42066Anewdiscoveryexportrunstarted.

Newrunnumber10startedforproductionProductionCase23221.(42066)

Notethenewrunnumbertotiethecurrentrunwiththecorrespondingaudittrail.

INFO 42067

DiscoveryexportpolicyispreparingtheaudittrailinXMLformat.Itmighttakeafewminutes.

ProductionRunproducingAuditTrailXML.(42067)

INFO 42074

Aqueryortagwasreplicatedtoamemberdataserversuccessfully.

Successfullysentquery'Custodian:Joe'tomemberdataserverSanJoseOffice(42074)

INFO 46001

Thebackupprocessbegan.Anyselectedbackupsinthesystemconfigurationscreenarerunifnecessary.

BackupProcessStarted.(46001)

INFO 46002

Thebackupprocessdidnotcompleteallitstaskssuccessfully.Oneormorebackuptypesdidnotoccur.

BackupProcessFailed:<error-description>.(46002)

Checkyourbackupvolume.

Thebackupprocesscompleted

INFO 46003

completedattemptingallthenecessarytaskssuccessfully.Anypartsoftheoverallprocessaddtheirownlogentries.

BackupProcessFinished.(46003)

INFO 46004

TheApplicationDatabackup,aspartoftheoverallbackupprocess,neededtorunbutdidnotsucceed.

ApplicationDatabackupfailed.(46004)

Checkyourbackupvolume.LookatthesetupfortheApplicationDatabackup.Ifbackupscontinuetofail,contactCustomerSupport.

INFO 46005

TheApplicationDatabackup,aspartoftheoverallbackupprocess,neededtorunandsucceeded.

ApplicationDatabackupfinished.(46005)

INFO 46006

TheApplicationDatabackup,aspartoftheoverallbackupprocess,wasnotconfigured.

ApplicationDatabackupnotconfigured,skipped.(46006)

INFO 46007

TheHarvestedVolumeDatabackup,aspartoftheoverallbackupprocess,neededtorunbutdidnotsucceed.

HarvestedVolumeDatabackupfailed.(46007)

Checkyourbackupvolume.LookatthesetupfortheHarvestedVolumeDatabackup.Ifbackupscontinuetofail,contactCustomerSupport.

INFO 46008

TheHarvestedVolumeDatabackup,aspartoftheoverallbackupprocess,neededtorunandsucceeded.

HarvestedVolumeDatabackupfinished.(46008)

andsucceeded.

INFO 46009

TheHarvestedVolumeDatabackup,aspartoftheoverallbackupprocess,wasnotconfigured.

HarvestedVolumeDatabackupnotconfigured,skipped.(46009)

INFO 46010

TheSystemConfigurationbackup,aspartoftheoverallbackupprocess,neededtorunbutdidnotsucceed.

SystemConfigurationbackupfailed.(46010)

Checkyourbackupvolume.LookatthesetupfortheSystemConfigurationbackup.Ifbackupscontinuetofail,contactCustomerSupport.

INFO 46011

TheSystemConfigurationbackup,aspartoftheoverallbackupprocess,neededtorunandsucceeded.

SystemConfigurationbackupfinished.(46011)

INFO 46012

TheSystemConfigurationbackup,aspartoftheoverallbackupprocess,wasnotconfigured.

SystemConfigurationbackupnotconfigured,skipped.(46012)

INFO 46013

TheAuditTrailbackup,aspartoftheoverallbackupprocess,neededtorunbutdidnotsucceed.

PolicyAuditTrailbackupfailed.(46013)

Checkyourbackupvolume.LookatthesetupfortheAuditTrailbackup.Ifback-upscontinuetofail,contactIBMsupport.

INFO 46014

TheAuditTrailbackup,aspartoftheoverallbackupprocess,neededtorunandsucceeded.

PolicyAuditTrailbackupfinished.(46014)

TheAuditTrailIBMUnstructuredData751, p. 363

INFO 46015

TheAuditTrailbackup,aspartoftheoverallbackupprocesswasnotconfigured.

PolicyAuditTrailbackupnotconfigured,skipped.(46015)

INFO 46019 Volumeclusterbackupfailed.

IndexedDatabackupfailed:<specificerror>(46019)

INFO 46020 Volumeclusterbackupfinished.

IndexedDatabackupfinished.(46020)

INFO 46021Volumeisnotconfiguredforindexeddatabackups.

IndexedDatabackupnotconfigured,skipped.(46021)

INFO 46022Full-textdatawassuccessfullybackedup.

Successfullybackedupfull-textdataforserver:share(46022)

INFO 47213Interrogatorwassuccessfullyrestarted.

Harvester1isnowrunning.(47213)

INFO 60001

Theuserupdatesanobjectonthesystem.Itincludesanyobjecttypeonthedataserver,includingtheupdatingofvolumes.

Querycitieswasupdatedbytheadministratoraccount(60001).

INFO 60002

Theusercreatesanobject.Itincludesanyobjecttypeonthedataserver,includingthecreationofvolumes.

Querycitieswascreatedbytheadministratoraccount(60002).

INFO 60003

Theuserdeletesanobject.Itincludesanyobjecttypeonthedataserver,

includingthedeletionofvolumes.

Querycitieswasdeletedbytheadministrator

account(60003).

volumes.

INFO 60004Theuserpublishesafull-textquerysetoraquery.

Querycitiesdraftwaspublishedbytheadministratoraccount(60004).

INFO 60005

Theusertagsanobject.Itincludesapublishedquery,adraftquery,ortag.

Querytaggingforcitiesclasswasstartedbytheadministratoraccount(60005).

INFO 60006Auserrestartedservicesonthedataserver.

Applicationservicesrestartforalldataserverswasrequestedbytheadministratoraccount(60006).

INFO 61001Concordancediscoveryexportisnowpreparingtheloadfiles.

Preparingforuploadofloadfile(s).(61001)

INFO 61002Concordancediscoveryexportisreadytouploadtheloadfiles.

Loadfile(s)readyforupload.(61002)

INFO 65000Thelogfilefinisheddownloading.

Logfiledownloadcomplete(65000)

RelatedreferenceEventlogmessages

WARNeventlogmessagesThefollowingtablecontainsacompletelistingofallWARNevent-logmessages,reasonsforoccurrence,samplemessages,andanyrequiredcustomeraction.

Table1.WARNeventlogmessages

Eventnumber

Reason Samplemessage Customeraction

AnInterrogatorprocessfailedbecauseofanunknownerror.Thedataobjectthatwasprocessingisskipped.Anewprocessiscreatedtoreplaceit.

Processingcouldnotbecompletedonobject,interrogatordied:<dataobjectname>.(1002)

ClassifythedocumentmanuallyandContactCustomerSupport.

Interrogatorchildprocessdidnotproperlygetstarted.Theremightbeproblemstoaccessthevolumetobeharvested.

Interrogatorterminatedbeforeaccessingdataobjects.(1003)

Trytoreaddthevolumethatisharvested.Ifthatfails,contactCustomerSupport.

Interrogatorchildprocesswasendedbecauseitwasnolongerresponding.Thedataobjectthatwasprocessingisskipped.Anewprocessiscreatedtoreplaceit.

Processingwasnotcompletedonobject,interrogatorkilled:<dataobjectname>.(1004)

Auseremailmightnotbesent.Themailserversettingsareincorrect.

Failedtosendanemailtouser<emailaddress>;checkmailserverconfigurationsettings(6001).

VerifythatyourSMTPserverisconfiguredcorrectly.MakesurethattheIPaddressthatisconfiguredforthedataservercanrelayontheconfiguredSMTPserver.

Thedatabaseneedstobevacuumed.

TheDatabaseisapproachinganoperationallimit.PleaseruntheDatabasemaintenancetaskusingtheConsoleinterface(8001)

Runthedatabasemaintenancetasktovacuumthedatabase.

90 Taggedvalueswereloaded,butfull-

Systemmetadataandtaggedvalueswereloadedsuccessfullyfor ContactCustomer

textindexloadingfailed. volume'server:volume',butloadingthefull-textindexfailed(9068)

Support.

Taggedvaluesandfull-textindexloadingfailed.

Loadingsystemmetadata,taggedvaluesandthefull-textindexfailedforvolume'server:volume'(9070)

Thevolumemountappearedtosucceed,butthetestformountfailed.

Volume<volumename>onserver<servername>isnotmounted.Skipping.(15003)

Acomponentcleanupfailureonstoporcompletion.

[<component>]Cleanupfailureonstop.(15004)

Therewasacomponentrunfailure. [<component>]Runfailure.(15005)

Cleanupfailedforcomponentafterarunfailure.

[<component>]Cleanupfailureonabort.(15006)

Acomponentthatistimedoutneedstobestopped.

Component[<component>]unresponsive;autostoppingtriggered.(15007)

Tryyouractionagain.Ifthiserrorcontinues,contactCustomerSupport.

Thesamevolumecannotbeharvestedinparallel.Theharvestisskippedandthenextone,ifanyareinqueue,started.

Volume<volume-name>onserver<server-name>isalreadybeingharvested.Skipping.(15010)

Nouserinterventionisrequired.Youmightwanttoverifythatthevolumeharvestiscomplete.

Avolumecannotbeharvestedifitisbeingusedbyanotherjob.Theharvestcontinueswhenthejobiscomplete.

Volume<volume-name>onserver<server-name>isbeingusedbyanotherjob.Waitingbeforeproceedingwithload.(15011)

Configuredharvesttimelimitisreached.

Timelimitforharvestreached.SkippingVolumev1onservers1.1(15015)

Reconfigureharvesttimelimit.

Configuredharvestobjectcountlimitisreached.

Objectcountlimitforharvestreached.SkippingVolumev1onservers1(15016)

Reconfigureharvestdataobjectlimit.

QuerythatrantodiscoverCenteraitemsendedunexpectedly.

CenteraExternalIterator:CenteraQueryterminatedunexpectedly(<errordescription>).(17008)

Runningdiscoveryonthesamepoolinparallelisnotallowed.

PoolJpoolappearstohaveanotherdiscoveryrunning.Skipping.(17011).

Makesurethattwojobsarenotrunningatthesametimethatdiscoversthesamepool.

Genericretentiondiscoveryisalreadyrunningforthismastervolume.

Volume<server>:<share>appearstohaveanotherdiscoveryrunning.Skipping.

Nouserinterventionisrequiredasthenextstep,ifany,withinthejobisrun.

SentwhenaretentiondiscoveryisrunonanyvolumeotherthanaWindowsShareretentionvolume.

Volume<server>:<share>isnotsupportedfordiscovery.Skipping.

DirectorylistingorprocessingofdataobjectfailedinGrazer.

Walker._walktree:OSError-<path><rea-son>(18007)

Makesurethattheappliancestillhasappropriatepermissionstoavolume.Verifythatthereisnetworkconnectivitybetweentheapplianceandyourvolume.ContactCustomerSupport.

Unknownerroroccurredwhileprocessingdataobjectorlistingdirectory.

Walker._walktree:Unknownexception-<path>.(18008)

Grazertimedoutprocessinganobject.

Walker._processFile:GrazerTimedOut.(18009)

Theskipdirsfileiseithernotpresentornotreadablebyroot.

Unabletoopenskipdirsfile:<filename>.Cannotskipdirectoriesasconfigured.(18010)

Anerroroccurredreadingtheknownextensionslistfromthedatabase.

Grazer._run:couldn'treadextensions-<reason>.(18011)

Anunknownerroroccurredreadingtheknownextensionslistfromthedatabase.

Grazer._run:couldn'treadextensions.(18012)

NFSinitializationwarningthatNISisnotavailable.

NISMappingnotavailable.(18015)

Usernameandgroupnamesmightbeinaccurate.CheckthatyourNISserverisavailableandproperlyconfiguredinthedataserver.

AfolderinanEnterpriseVaultcasethatisharvestedwasskippedbecauseofinsufficientpermissions.

SkippingFolder(ID=3)involumeevdiscaccel.company.com:CaseOneduetoinsufficientpermissions.CheckReviewpermissionsonthefolder.(18017)

Ifallfolderswereexpectedtobeharvestedinthevolume,verifythattheusernameusedtoaddtheVolumehasFolderReviewpermissiononallfolders.

ThecheckpointthatissavedfromthelastharvestoftheNewsGatordatasourcefailedtoload.Insteadofconductinganincrementalharvest,afullharvestisrun.

UnabletoloadcheckpointforNewsGatorvolume.Afullharvestwillbeperformedinstead.(18019)

Ifthemessagerepeatsinsubsequentharvests,contactCustomerSupport.

ThecheckpointnotedforthecurrentharvestoftheNewsGatordatasourcemightnotbesaved.Thenextincrementalharvestofthedatasourceisnotabletopickupfromthischeckpoint.

UnabletosavecheckpointforNewsGatorharvestofvolume.(18020)

Ifthemessagerepeatsinsubsequentharvests,contactCustomerSupport.

Serveradministrators

Systemmightnotunmountthisvolume.

WindowsShareProtocolSessionteardownfailed.(33016)

canseethatconnectionsarelefthangingforapredefinedtime.Theseconnectionswilldropoffaftertheytimeout.Nouserinterventionrequired.

Systemencounteredanerrorwhileittriestofigureoutwhatqueryusesthisvolume.

Anerroroccurredwhileretrievingthequeryinstancespointingtoavolume.(33017)

TheteardownoperationoftheconnectiontoaIBMInformationArchivevolumefailed.SomeconnectionscanbeleftopenontheIBMInformationArchiveserveruntiltheyaretimedout.

IBMInformationArchivetear-downfailed.(33021)

AconnectiontotheDiscoveryAcceleratormightnotbetorndowncompletely,andafewresourcesontheservermightbetiedupforashortwhile.

HTTPConnectiontear-downtoDiscoveryAcceleratorfailed.(33023)

Thetear-downoperationoftheconnectiontoaFileNetvolumefailed.SomeconnectionscanbeleftopenontheFileNetserveruntiltheytimeout.

IBMFileNettear-downoperationfailed.(33028)

Skippedacopydataobjectbecausediskfullerror.

Copyactionerror:-Targetdiskfull,skippingcopy:<sourcevolume>to<targetvolume>.(34003)

Verifythatthereisspaceavailableonyourpolicydestinationandtryagain.

Skippedamovedataobjectbecausediskfullerror.

Moveactionerror:-Targetdiskfull,skippingcopy:<sourcevolume>to<targetvolume>.(34010)

Verifythatthereisspaceavailableonyourpolicydestination.Afterverifyingthatspaceisavailable,runanotherharvestbeforeyourunyourpolicy.Uponharvestcompletion,tryrunningthepolicyagain.

Discoveryexportpolicydetectsthetargetdiskisfullandskipsproductionofanobject.

DiscoveryexportRunactionerror:Targetdiskfull,skippingdiscoveryexport:share-1/saved/years.pdftoproduction/10/documents/1

Createsufficientspaceontargetdiskandrundiscoveryexportpolicy

N 9 /0x0866e5d6c898d9ffdbea720b090a6f46d3058605.txt.(34029)

again.

Thepolicythatwasrunhasnovolumesinscopethatisbasedontheconfiguredqueryandscoping.Thepolicycannotberun.

Novolumesinscopeforpolicy.Skippingpolicyexecution.(34032)

Checkpolicyqueryandscopingconfiguration,andre-executepolicy.

Celerradatamovererror.Therearemanypossiblecauses;theactualoneislistedintheerrormessage.Thesampleprovidesthemostcommonone.

DatamoverreturnedNO_MATCHING_CONNECTION:ThespecifiedOFFLINE_PATHwasnotabletomaptoanexistingconnectiontoasecondaryserver.(34033)

ConsulttheCelerraAdministratorManual.

Iftheglobalhashsettingforthesystemissettonotcomputedataobjecthash,nohashcanbecomputedforthetargetobjectsduringapolicyaction.

Copyobjects:TargethashwillnotbecomputedbecauseHashingisdisabledforsystem.(34035)

Iftargethashesneedtobecomputedforthepolicyaudittrail,turnontheglobalhashsettingbeforeyourunthepolicy.

Thepolicyhasnosourcevolumesinscope,whichmeansthatthepolicycannotberun.

Thepolicyhasnosourcevolume(s)inscope.Waitforthequerytoupdatebeforeexecutingthepolicy.(34036)

Confirmthatthequeryusedbythepolicyhasoneormorevolumesinscope.

Thejobinthisactionisstoppedbytheuser.

Copydataobjectsstoppedatuserrequest.(42003)

Movedataobjectsstoppedatuserrequest.(42008)

Deletedataobjectsstoppedatuserrequest.(42016)

420 Thejobinthisactionisstoppedby Policystoppedatuser Nouserinterventionis

theuser. request.(42026) required.

Whenthejobinthisactionisstoppedbytheuser.

Setsecurityfordataobjectsstoppedatuserrequest.(42035)

Twoinstancesofthesamepolicycannotrunatthesametime.

Policy<policy-name>isalreadyrunning.Skipping.(42051)

Policiescannotberununtilaftervolumesareloaded,ifthosevolumesareparticipantstothepolicybyvirtueofbeinginthequery.

Oneormorevolume(s)neededbypolicy<policy-name>arebeingloaded.Waitingforthebulkload(s)tofinish.(42052)

Discoveryexportpolicywasstoppedbyuser.

Discoveryexportrunonobjects(Copyingnativeobjects)stoppedatuserrequest.(42061)

Discoveryexportpolicyexecutionisdelayedbecauseaconflictingdiscoveryexportrunisinprogress.

ADiscoveryexportrunrelatedtopolicy'DiscoveryexportcaseOne'isinprogress.Waitingforittofinish.(42064)

Thediscoveryexportpolicyexecutionisheldupforrequiredresources.Executionmustbeginassoonasresourcebecomesavailable.

Policyfailedtosetappropriatepermissionsonthetargetdirectory.Objectsthatarecreatedfromthepolicymightnothaveappropriatepermissionsset.

Copyobjectswarning,unabletosetpermissionsontargetdirectory:share-1/saved.(42068)

Policymightnotbeabletosetappropriatepermissionsontheobjectsitcreates.Ifitisnotacceptable,verifythattargetvolumehasappropriatewritepermissionsandre-execute.

Ifthe“Copydataobjectsmodifiedsincelastharvest”optionisselectedforadiscoveryexportpolicy,itisvalidonlyifthediscoveryexportitselfisdefinedtoactontheoriginalfile/emailarchive,asopposedtotheirmembers.Ifitisnottrue,thewarningtellstheuserthatmodified

DiscoveryexportDAT_Exportisconfiguredtoactonmembersofcontainers,andcannotactonobjectsmodifiedafterthelastharvest.DiscoveryexportrunX

Ifthemodifiedobjectsneedtobeactedupon,eitheruseadiscoveryexportactiononlyontheoriginalfile/emailarchive,orconductanincrementalharveston

objectsareskipped. willskipmodifiedobjects.(42069)

thesourcevolumes.

Volumeisbeingharvestedorpoliciesarerunningagainstit.Ifthereareotherfull-textindexestobebackedup,thesystemworksonthoseactions.Trythisvolumeagain.

Volumevolume:shareisinuse.Unabletobackupfull-textindex.Willretrylater.(46026)

Rerunbackupwhenvolumeisnotinuse.

Databaseconnectionsaredowntoanormallevel.

Databaseconnectionsatnormallevelagain(512/100)(47201)

Thesystemisstartingtorunlowondatabaseconnections.Thissituationisabnormal.Anindicationofprocessrestartsandconnectionsarenotbeingcleared.

Databaseconnectionsusageseemsexcessive(512/415)(47202)

Someoneinternallyorexternallyistrying(andfailing)toSSHintothedataserver.

SSHD:Failedpasswordforrootfrom172.17.18.185port57982.(47125)

ContactyourlocalITmanager.Itmightbeeitheramistypedpasswordbyalegitimateuserorintheworstcasescenario,agenuinebreak-inattempt.

Oneoftheloadfilescannotbeuploadedbecausethecomputenodemightnotbeaccessedtoobtain.

Failedtomounttransactioncachedump'/deepfs/postgres/pro-duction_cache'.(61003)

Someoftheloadfileswillbemissingafterthediscoveryexportcompletes.Theseloadfilesarereproducedonanewrun.Ifproblempersistsacrossruns,ContactCustomerSupport.

Warnstheuserthatoneofthetransactioncachememorydumpprocessesencounteredanerror.Ifadiscoveryexportruns,itmeansthatthediscoveryexportfailstoproduceoneoftheloadfiles.

Note:Ifmultiplememorydumpsfail,thereisonewarningperfailedmemorydump.

TransactionCacheDumpfailedwitherror-Validationfailedduringcreationofloadfile.(61004)

Runthediscoveryexportpolicythatsawtheerroragain.Iftheerrorpersists,andyoucannotfindanycluster/dataserverconfigurationissues,contactCustomerSupport.

Relatedreference

Eventlogmessages

ManagingtheIBMStoredIQproductsIBM®StoredIQprovideinterfacesandtoolstomanagedatainyoursystem.Thefollowingtopicsdescribeindetailhowtousetheseinterfacesandtoolstoachieveyoursystemgoals.

ManagingIBMStoredIQDataScriptIBMStoredIQDataScriptprovidesaninterfacethatyoucanmanagedatafromtheDocumentDashboard.ThefollowingtopicsdescribeindetailhowtoworkwiththedocumentsinIBMStoredIQDataScript.ManagingIBMStoredIQDataWorkbenchIBMStoredIQDataWorkbenchisadatamanagementtoolthathelpsyoulearnaboutdatainyoursystemandmanageitforyourbusinesspurposes.ManagingIBMStoredIQeDiscoveryIBMStoredIQeDiscoverycapturesandmanagestheelectronicdatainyoursystem.IBMStoredIQeDiscoveryuses"matter"tocreateandorganizeinformationsothatyoucanalwayseasilyaccessthedatathatyouneedandreviewthestatusorprocessofyourwork.ManagingIBMStoredIQPolicyManagerIBMStoredIQPolicyManagerprovidesaninterfaceforyoutoviewavailablepolicies,create,edit,delete,orrunapolicyorareport.

ManagingIBMStoredIQDataScriptIBM®StoredIQDataScriptprovidesaninterfacethatyoucanmanagedatafromtheDocumentDashboard.ThefollowingtopicsdescribeindetailhowtoworkwiththedocumentsinIBMStoredIQDataScript.

OverviewofIBMStoredIQDataScriptIBMStoredIQDataScriptenablesautomatedexecutionwithinIBMStoredIQPlatform.Youcanscript,automate,andmonitorprocessesthatarenormallyrunmanuallywithinIBMStoredIQDataWorkbench.IBMStoredIQDataScriptfocusesonrepeatable,understood,andapprovedprocessesforthepurposesofcullingandrefiningdatainanapprovedmanner.

Parenttopic:ManagingtheIBMStoredIQproducts

OverviewofIBMStoredIQDataScriptIBM®StoredIQDataScriptenablesautomatedexecutionwithinIBMStoredIQPlatform.Youcanscript,automate,andmonitorprocessesthatarenormallyrunmanuallywithinIBMStoredIQDataWorkbench.IBMStoredIQDataScriptfocusesonrepeatable,understood,andapprovedprocessesforthepurposesofcullingandrefiningdatainanapprovedmanner.

ThroughtheIBMStoredIQDataScriptinterface,youcanmonitoreachofthedatamanagementstepsastheyarerun.Youcanthenviewanydefinedoutputs,suchasreports,infosets,orexportsthataregeneratedasaresult.

Youcanchoosepredefinedworkflowsthatrunawell-definedsetofsteps.ThesestepsmimicaprocessthatauserusuallyrunsmanuallywithinIBMStoredIQDataWorkbench.Thesedefinedsteps,orworkflowsinIBMStoredIQDataScript,aremeanttoaddressrepeatableprocessesfordatamanagement.Byrunningworkflows,theusercanreapplyprocessesthathavebeenreviewedandapprovedtoapplytoawidevarietyofdifferentdataproblems.

WorkflowsoriginateinIBMStoredIQDataWorkbench,byselectingDetails>InfosetAncestry,orfromcustomscripts.InfosetscanbesavedasworkflowsinthedocumentsofIBMStoredIQDataScript,thestartingandendpointsforwhicharethefirstandlastoperationsintheinfosetancestry.

DocumentdashboardviewTheDocumentDashboardprovideshigh-leveloverviewsofexistingdocumentsandtheirstatuswithinIBMStoredIQDataScript.WorkfloworiginationWorkflowsoriginateinIBMStoredIQDataWorkbenchbyselectingDetails>InfosetAncestry,orfromcustomscripts.AddingadocumentTomanagedatawithIBMStoredIQDataScript,youmustfirstaddadocumenttomakeitavailablewithinIBMStoredIQDataScript.SearchingforadocumentYoucansearchexistingdocumentsfromtheDocumentDashboardof.ViewingadocumentAfteryouaddeddocumentsinIBMDataScript,youcanviewthemfromtheDocumentDashboard.DocumentdetailsTheIBMDataScriptinterfaceprovidestheDocumentDetailpageandtheWorkflowStatusandOutputspage,whichpresentsdetailedinformationaboutdocumentsandworkflowstatus.RunningaworkflowYoucanrunworkflowsonexistingdocumentstomodifyyourdocumentsasneeded.

Parenttopic:ManagingIBMStoredIQDataScript

DocumentdashboardviewTheDocumentDashboardprovideshigh-leveloverviewsofexistingdocumentsandtheirstatuswithinIBM®StoredIQDataScript.

TheDocumentDashboardprovidesthreecriticalpiecesofinformationforeachaddeddocument:thedocument'sname,abriefdescriptionofthatdocument,andthedateandtimewhenthedocumentwascreated.FromtheDocumentDashboard,youcandothefollowingtasks:

AddadocumentbyclickingtheAddDocumentbutton.Viewadocumentbydouble-clickingthedocumentthatyouwanttosee.Searchforadocumentbyfilteringtheexistingdocuments.

RelatedconceptsDocumentdetails

RelatedtasksAddingadocumentSearchingforadocumentViewingadocument

WorkfloworiginationWorkflowsoriginateinIBM®StoredIQDataWorkbenchbyselectingDetails>InfosetAncestry,orfromcustomscripts.

InfosetscanbesavedasworkflowsandusedinIBMStoredIQDataScriptdocuments.Theyserveasthefirstandlastoperationsintheinfosetancestry.

RelatedtasksRunningaworkflow

AddingadocumentTomanagedatawithIBM®StoredIQDataScript,youmustfirstaddadocumenttomakeitavailablewithinIBMStoredIQDataScript.

Procedure1. FromtheDocumentDashboard,clickAddDocument.TheCreateDocumentdialogbox

appears.TheCreateDocumentdialogboxhasthreesteps:NameandDescription,Workflows,andInfosets.

2. WithintheNameandDescriptionsubtab,completethesefields.a. IntheNametextbox,enterauniquenameforthisdocument.b. Optional:IntheDescriptiontextbox,enterabriefdescriptionofthisdocument.c. ClickNexttoaccesstheWorkflowssubtab.

3. WithintheWorkflowssubtab,completethesefields.a. UseAddandRemovetoapplytheworkflowstobeavailableforthisdocument.b. Ifneeded,searchforanavailableworkflowintheEnterterms...textboxand

Search.c. ClickNexttoaccesstheInfosetssubtab.

4. WithintheInfosetssubtab,completethesefields.a. Selecttheinfosetnametochoosethestartinginfosetforthisdocument.b. Ifneeded,searchforanavailableinfosetintheEnterterms...textboxandSearch.c. ClickSavetocompletetheprocess.

TheaddeddocumentappearsintheDocumentDashboard.

RelatedconceptsDocumentdashboardview

SearchingforadocumentYoucansearchexistingdocumentsfromtheDocumentDashboardof.

Procedure1. ViewtheDocumentDashboardfromIBM®DataScript.2. IntheEntertermshere....textbox,enterthenameofthedocumentforwhichyouwant

tosearch,andthenpressSearch.Youcanentereitherthefulldocumentnameoraportionofitsname.Documentsthatmatchtheenteredsearchtermarereturned.

3. Toremovethesearchterm,clicktheXtotheleftoftheEntertermshere....textbox.

ViewingadocumentAfteryouaddeddocumentsinIBM®DataScript,youcanviewthemfromtheDocumentDashboard.

ProcedureFromtheDocumentDashboard,double-clickthedocumentthatyouwanttoview.ThedocumentopenswithintheDocumentDetailspage.

DocumentdetailsTheIBM®DataScriptinterfaceprovidestheDocumentDetailpageandtheWorkflowStatusandOutputspage,whichpresentsdetailedinformationaboutdocumentsandworkflowstatus.

DocumentdetailsTheDocumentDetailpagecontainsfivedistinctareas:

DocumentDashboardWorkflowsInfosetsActionsReports

FouriconsareusedtoindicatestatuswithintheDocumentDetailpage:Success,Fail,Processing,andProcessingNotYetStarted.

Success:Thisiconindicatesthatprocessingisfinishedandthattheworkflowsarecomplete.Fail:Thisiconindicatesthattheworkflow'sprocessingfailed.Processing:Thisiconindicatesthattheworkflowisstillprocessing.ProcessingNotYetStarted:Thisiconindicatesthattheworkflow'sprocessingisnotyetstarted.

TheDocumentDashboardprovidesanabbreviatedviewoftheselecteddocument,includingthedocument'sname,itscreationdateandtime,andabriefdescription.Itprovidestheoptiontoeditthedocument.

WorkflowStatusandOutputsWorkflowsdemonstratetheindividualbusinessprocessesofalargerprocedure:collectdata,collectcustodians,runactions,generateareport,movetopreservation,andexport.Thesequenceofworkflowscanbereorderedasneededtocreatedifferentworkflows,whichthenresultindifferentoutputs.

UserinfosetsthatarebasedontheirancestrycanbecreatedasworkflowswithinIBMDataScript.

IfnoworkflowsappearintheWorkflowDetailsarea,youcanaddaworkflowtoadocumentbyclickingAddWorkflow.

TheWorkflowDetailsincludesthesefields.

Name:Nameoftheworkflowthatwasprovidedwhentheworkflowwasadded.Description:Descriptionoftheworkflowthatwasprovidedwhentheworkflowwasadded.Started:Dateandtimewhentheworkflowbeganprocessingthedocument.OverallStatus:Informationabouttheworkflow'sstatus,includingwhichstepsarestillinprogressandwhichstepsarecompleted.

Thestatusiconsareusedtoprovideat-a-glanceviewsoftheworkflow'sstatus.Infosets,actions,andreportsarealloutputsofaworkflow;theartifactsarecreatedastheresultoftheworkflow'sexecution.

Infosets:Provideshigh-levelinformationaboutinfosetsandtheirstatus.Actions:Provideshigh-levelinformationaboutactionsandtheircompletionstatus.Reports:provideshigh-levelinformationaboutreportsandthestatusofreportgeneration.

RunningaworkflowYoucanrunworkflowsonexistingdocumentstomodifyyourdocumentsasneeded.

Procedure1. FromtheWorkflowStatusandOutputspage,clickRunWorkflow.TheRunWorkflow

dialogboxappears.2. SelectaworkflowandclickNext.3. IntheRunWorkflowdialogbox,completethesefields.

EntertheBaseNameofthisworkflowintheBaseNamefield.EnterabriefdescriptionofthisworkflowintheBaseDescriptionfield.Entertheemailaddresstowhichnotificationoftheworkflowresultissent.

4. ClickNext.5. IntheStartingInfosetwindow,selectthebuttonofthestartinginfosetforthisworkflow

andthenclickRun.Whentheworkflowrunssuccessfully,agreencheckmarkstheprocesscomplete.Otherwise,aredXmarkstheprocessasfailed.

RelatedconceptsWorkfloworigination

ManagingIBMStoredIQDataWorkbenchIBM®StoredIQDataWorkbenchisadatamanagementtoolthathelpsyoulearnaboutdatainyoursystemandmanageitforyourbusinesspurposes.

OverviewofIBMStoredIQDataWorkbenchIBMStoredIQDataWorkbenchisadatavisualizationandmanagementtoolthathelpsyouactivelymanageyourcompany'sdata.InfosetmanagementTheinfosetwindowprovidesthefollowinghigh-levelinformationforaselectedinfoset.FilteradministrationFiltersareobjectsthatcanbeappliedtoinfosets.Youcanapplyonefilterwithmultiplefilterattributestoaninfoset,continuallyrefiningthatinfosetuntilitrepresentsresponsivedatathatyouneed.EnhancementstoinfosetTheEnhancetabprovidesyouwithavisuallayoutofavailableenhancements.EnhancementsarecreatedasmodelswithinIBMStoredIQAdministrator.Whenanenhancementisappliedtoaninfoset,itupdatesthatinfoset'sindex.ActionsondataActionsarepreconfiguredoptionsthathelpyoutomanagedataobjectsthatarecontainedwithininfosets.ExplorationofinfosetsanddataTheExploretabprovidesyouwithavisuallayoutofaninfoset.Ataglance,youcanseehowmuchdatayouhave,itstype,itsoverlays,anddetailedinformationaboutspecificdata.Byclickingwithinthedatamapitself,youcanexplorethedataandanalyzevariousdetails.ExceptionsExceptionlistscontainvariousdataobjectssuchasfiles,emails,whichencounteredanerrorwhenanactionwasconductedontheinfoset.Thislisthelpsyoutoknowexactlywhatdataneedsattentionduetosomeerrororexception.Italsoservesasaninformationaltraceofwhatwentwrongduringtheprocess.FilterconditionreferenceandexpressionlanguageThisappendixprovidesin-depthinformationaboutfull-textandattributeconditionsandhowtousetheexpressionlanguage.IBMDiscoveryExportEDRMXMLIBMEDRMXMLisbasedonthespecificationthatisdescribedintheEDRMXMLInterchangeFormatSchemaDocumentation,January23,2008.TheappendixdescribesthediscoveryexportfeatureforEDRMXML.MetadatabyattributetypeThisreferenceguidedescribesmetadatathatisorganizedbyattributetype.

OverviewofIBMStoredIQDataWorkbenchIBM®StoredIQDataWorkbenchisadatavisualizationandmanagementtoolthathelpsyouactivelymanageyourcompany'sdata.

IBMStoredIQDataWorkbenchhelpsyoufindouthowmuchdatayouhave,whereitis,whoownsit,andwhenitwaslastused.Whenyouhaveaclearunderstandingofyourcompany'sdatalandscape,IBMStoredIQDataWorkbenchhelpsyoutakecontrolofitandmakeinformeddecisionsaboutyourdataandactonthatknowledge.

Bigdataisapervasiveproblemforthebusiness.IBMStoredIQDataWorkbenchisdevelopedtohelpyoulearnaboutyourdata,makeeducateddecisionsaboutthatdata,andturnadangerousriskintoavaluableasset.

IBMStoredIQDataWorkbenchcanbeusedinthefollowingways:

Findallemailsfromaspecificsenderinanytimeframethatyouspecify.Identifyunuseddatathatstaysinthesystemforalongtime.Searchforspecificformatoffilesonthenetworkforadefinedtimeperiod.Forexample,searchimagefilesthatwerecreatedin2007,andseehowmuchspacethesefilestakeonthenetwork.Provideavisualoverviewofhowdataisretained.Breakdownthedatasourcesothatforbiddeninformationsuchascredit-cardnumbersorSocialSecuritynumberscanbeidentified.

KeyconceptsofIBMStoredIQDataWorkbenchKeyconceptsofIBMStoredIQDataWorkbench,suchasinfosets,filters,refinements,andindexesareexplained.TheseconceptsarekeytounderstandingIBMStoredIQDataWorkbenchasawhole.

KeyconceptsofIBMStoredIQDataWorkbenchKeyconceptsofIBM®StoredIQDataWorkbench,suchasinfosets,filters,refinements,andindexesareexplained.TheseconceptsarekeytounderstandingIBMStoredIQDataWorkbenchasawhole.

InformationsetAninformationset,commonlyreferredtoasaninfoset,isasnapshotofdataatacertainpointintime.Aninfosetisconsistedofoneormanyindexes.Thedatathatiscontainedwithineachindexispresentedwithinasingleuserinterfaceonwhichausercanactorconductextrarefinements.Infosetsallowuserstoavoidthedetailsofwherethedataisfoundandfocusonwhatmatters:thedataitself.IBMStoredIQPlatformindexInfosetsarederivedfromtheIBMStoredIQPlatformindexofyourdatasources.Therefore,totakeadvantageofinfosets,theadministratormustfirstuseIBMStoredIQPlatformtoindexthedatasources.Contactyouradministratorformoreinformation.FilterFiltersareamixofuser-createdandsystem-providedobjectsthatcanbeappliedtoinfosets.Youcanapplyseveralfilterattributestoaninfoset,continuallyrefiningituntiltheinfosetrepresentstheexactamountofdatathatyouneed.OverlayOverlaysareconfigurablefiltersthatdisplayhitsormatchesinaselectedinfoset.ScopeoperationContaineddata,suchasdatawithin.ZIP,.TAR,or.PSTfiles,ishierarchicalandcanhavemanydifferentrelationshipandconnections.Dependingonhowthatdataisviewed,thatdatacangiveadifferentperceptionthanwhatisrepresented.TheScopeOperationstabhelpsuserstounderstandmorefullywhatdataisrepresentedbydatasets.ActionAnactionisanactivitythatiscreatedbyanadministratorandconductedonaninfoset.AvailableIBMStoredIQDataWorkbenchactionsincludecopy,copytoretention,delete,discoveryexport,modifyattribute,move,andsnippetstep-up.ReportIBMStoredIQDataWorkbenchreportingfunctionprovidesexternalviewsofinfosetsandvalidatesIBMStoredIQprocesses.ReportscanalsobecustomizedwiththeBIRTReportDesigner.

Parenttopic:OverviewofIBMStoredIQDataWorkbench

RelatedconceptsOverviewofIBMStoredIQDataWorkbench

InformationsetAninformationset,commonlyreferredtoasaninfoset,isasnapshotofdataatacertainpointintime.Aninfosetisconsistedofoneormanyindexes.Thedatathatiscontainedwithineachindexispresentedwithinasingleuserinterfaceonwhichausercanactorconductextrarefinements.Infosetsallowuserstoavoidthedetailsofwherethedataisfoundandfocusonwhatmatters:thedataitself.

InfosetBasicsAninfosetisanamed,persistentobjectthatanyusercanrefertobyreferencingitsname.Considerthesebasicinfosetconcepts:

InfosetsarederivedfromdatasourcesthatareindexedbyIBM®StoredIQPlatform.Infosetsareareferencetotheindexeddataatthetimethattheinfosetwascreated.Becauseaninfosetiscomposedofthatindexeddata,itismorerightlyviewedasasnapshotintime.Afteraninfosetisselected,alistofdataobjectscanthenbeviewed.Infosetscanbereferredtowhenyouareconductingactionssuchascopyingdata.

Table1.FrequentlyaskedquestionsaboutinfosetsQuestion Answer

Caninfosetsbedeleted?Yes.User-createdinfosetsandadministrator-createdsysteminfosetscanbedeleted;however,theAllDataObjectsandAllSystem-LevelObjectssysteminfosetscannotbedeleted.

AreIBMindexesreal-timeindexes?

No.Indexesarenotreal-timeindexes.Theyarerepresentativeofdataonlyatthetimeitwasharvested.

Cananinfosethavemorethanonefilterappliedtoit?

Filterscanbemadeupofmultipleattributes;however,onlyonefiltercanbeappliedtoaninfosetatatime.Keepinmindthataftereveryapplicationofafilter,anewinfosetiscreated.

TypesofinfosetsTherearetwotypesofinfosetswithinIBMStoredIQDataWorkbench:systemanduser.

Table2.IBMStoredIQDataWorkbenchInfosetTypesInformationSetType Description

System

AsysteminformationsetisaninfosetthatisgeneratedandkeptcurrentbyIBMStoredIQPlatform.Allobjectswithinthatsystemarekeptuptodatewiththeircurrentindex.Systeminfosetsarethestartingpointforuserinformationsets.

TheAllDataObjectsandAllSystem-LevelObjectsinfosetsareautomaticallygeneratedbyIBMStoredIQPlatform.EachtimeIBMStoredIQPlatformindexesadatasource,systeminfosetsareregenerated.CannotbeeditedbyusersandcanbeviewedbytheadministratorintheIBMStoredIQDataWorkbenchuserinterfaceTheAllDataObjectsandAllSystem-LevelObjectssysteminfosetsprovideuserswithastartingpointuponwhichtobaseallotherrefinements.AdministratorscancreatesysteminfosetsthattargetcertainvolumesintheIBMStoredIQAdministratorapplication.Thesesysteminfosetscanbeeditedanddeleted.

Thisinfosetisgeneratedbyauser,whichiscalledauserinfoset,andIBMUnstructuredData751, p. 389

UserThisinfosetisgeneratedbyauser,whichiscalledauserinfoset,andisasnapshotintimeoftheunderlyingobjects.Theobjectsthatarerepresentedbytheuserinfosetmightchange,buttheinfosetitselfdoesnotchange.

Infosetsarederivedfromanynumberofindexeddatasources.Theyarealsoderivedthroughtheapplicationoffilters,whichresultsinarefinedinfoset.

Parenttopic:KeyconceptsofIBMStoredIQDataWorkbench

RelatedconceptsKeyconceptsofIBMStoredIQDataWorkbench

IBMStoredIQPlatformindexInfosetsarederivedfromtheIBM®StoredIQPlatformindexofyourdatasources.Therefore,totakeadvantageofinfosets,theadministratormustfirstuseIBMStoredIQPlatformtoindexthedatasources.Contactyouradministratorformoreinformation.

IBMStoredIQPlatformindextypesIndexingorharvestingistheprocessortaskbywhichIBMStoredIQPlatformexaminesandclassifiesdatainyournetwork.TheresultofthisindexingprocessisyourIBMStoredIQPlatformindex,whichisthebasisforyourworkinIBMStoredIQDataWorkbench.TheseindexesaregeneratedbytheIBMStoredIQdataserver,andeachdataserverisconfiguredtoindexdataatspecificnetworklocations.IndividualdataserversareresponsiblefordifferentsectionsofdatathatmightbecontainedondifferentdatasourcessuchasWindows,Exchange,Sharepoint,Documentum,Domino,orCentera.Thisdatacanbeatdifferentnetworkaddressesorevendifferentphysicallocations.

Note:Theadministratorconfiguresanddefinestheindextype.Ifyouhavequestionsaboutvolumetypes,datasources,orharvests,contactyouradministrator.

Table1.IBMStoredIQPlatformindextypesIBMStoredIQ

PlatformIndexType Description

MetadataIndexIBMStoredIQPlatformindexescontainalltheinformationaboutthedataataspecificlocationonanetwork,includingdescriptiveinformationorattributesaboutthedatasuchasfilename,filesize,createddate,andowner.

Full-TextIndexIBMStoredIQPlatformcanalsogenerateamoredetailedindexonthecontentsofthedataitself.Byreadingthecontentsofthedata,thewordsorcharactersthatarecontainedwithinthedatacanbereferredtoandsearchedagainst.

FilterFiltersareamixofuser-createdandsystem-providedobjectsthatcanbeappliedtoinfosets.Youcanapplyseveralfilterattributestoaninfoset,continuallyrefiningituntiltheinfosetrepresentstheexactamountofdatathatyouneed.

Filtersarepersistentobjectsthatcanbenamedandreferenced.Whenafilterisappliedtoaninfoset,youcanrefinetheinfosetintoasmallerinfoset.Likeinfosets,detailsabouthowthefiltersworkareabstractedawayfromtheuser.Thefiltercancreatearawexpression.TheunderlyingAPIthencreatestheappropriatequeriestobreakdowntheinfosetintoitsappropriatesubset.

Filterscanbereusedacrossmultipleinfosets.Theabilitytoreplicatetheprocessoffilteringallowstheuserstoreplayworkflowprocesses.Inthisfashion,businessusersorknowledgeworkerscancapturerefinementtechniquesthattheymightwanttoapplytovariousdata.

InfosetexampleYouhaveasysteminfosetthatcontainsallfiles,emails,anddocumentsthatpertaintoallcompanyemployees,includingauserthatisnamedJoshSmith.Sincethissysteminfosetislargeandunwieldy,youneedtorefineitsothatyouhavetwoinfosets.OneinfosetrepresentsallofJoshSmith'semailthatcontainsanemailsubjectofstockoptionsandanotherthatrepresentsJosh'sfilesthatarelargerthan1GB.

Usingthisinformation,youcanrefinethesysteminfosetbyapplyingafilterwiththeseattributes:

AnythingthatJoshSmithowns.Tofindthisinformation,applyanamefilterwheretheownerisJoshSmith.OnlyJoshSmith'semail.Tofindthoseemails,applyafilefilterthatlooksforthe.MSGextension.AllofJoshSmith'semailsthathadanemailsubjectofstockoptions.Tofindthiskindofemails,applyanemailfilterthatfindsemailswithasubjectofstockoptions.

Thesefiltersandattributesgiveyoutheresultthatyouwant:AllofJoshSmith'semailswithanemailSubjectofStockOptions.

Additionally,youalsoneedtocreateaninfosetthatrepresentsJosh'sfiles.Thesefilesarelargerthan1GB.Usingthepreviousinformation,thesameinfosetrepresentsallofthefilesandemailsthatareassociatedwithJoshSmith.Therefore,youcanagainrefinetheinfosetbyapplyingafilterwiththeseattributes:

AnythingthatJoshSmithowns.Tofindthisinformation,applyanamefilterwheretheownerisJoshSmith.AllofJoshSmith'sfilesthatarelargerthan1GB.Tofindthesefiles,applyfilterwithanattributeofsizelargerthan1GB.

Theapplicationofthatlastfilterattributesiswhatgivesyoutheresultthatyouwant:AllofJoshSmith'sFilesLargerthan1GB.

OverlayOverlaysareconfigurablefiltersthatdisplayhitsormatchesinaselectedinfoset.

Withinthedatamap,colorintensitiesfordataobjectsthatmatchtheoverlaychange.Thegreatertheoverlaymatches,themoreredthattileappearswithinthedatamap.

ScopeoperationContaineddata,suchasdatawithin.ZIP,.TAR,or.PSTfiles,ishierarchicalandcanhavemanydifferentrelationshipandconnections.Dependingonhowthatdataisviewed,thatdatacangiveadifferentperceptionthanwhatisrepresented.TheScopeOperationstabhelpsuserstounderstandmorefullywhatdataisrepresentedbydatasets.

Withinscopeoperations,youcanconductexpansionorcollapseoperations.

Inanexpandoperation,allfileswithinaninfosetareexpanded,causingthecreationofanew,potentiallymoreaccurateinfoset.Note:Ifthefileswithintheinfosetarenotcontainerfiles,thentheExpandoperatorhasnoeffect.Inacollapseoperation,allopenedorexpandedfileswithinaninfosetarecollapsed,causingthecreationofanew,smallerinfoset.Note:Ifthefileswithintheinfosetarenotcontainerfiles,thentheCollapseoperatorhasnoeffect.

ActionAnactionisanactivitythatiscreatedbyanadministratorandconductedonaninfoset.AvailableIBM®StoredIQDataWorkbenchactionsincludecopy,copytoretention,delete,discoveryexport,modifyattribute,move,andsnippetstep-up.

Althoughactionsaretheonlyobjecttotouchlivedata,theydonotalterinfosets.Aninfosetisagroupingofdata,notthedataitself,andactionsareappliedtotheactualobjects,nottheinfoset.Whenyoucopy,youcopytheactualfile,nottheinfoset.Thesameistrueforcopyingtoretentionordiscoveryexport.Additionally,actionscanbescheduledtorunimmediatelyoratapredeterminedtimeanddate.

ReportIBM®StoredIQDataWorkbenchreportingfunctionprovidesexternalviewsofinfosetsandvalidatesIBMStoredIQprocesses.ReportscanalsobecustomizedwiththeBIRTReportDesigner.

Youcansharetheinformationthatiscontainedwithininfosetswiththereportingcomponent,whichallowsinfosetstobetransferredtoothermediatypesforreviewandanalysis.Thesereportsdonotaffectexistinginfosets,butprovideyouwithmoreusableformatsinwhichtounderstandthefilesanddatathatiscapturedbyaninfoset.

Reportingisakeystepwithinthedata-managementprocessasitvalidatesthatprocesseswerecompletedcorrectlywithinIBMStoredIQ.Youcancustomizereportsinanyofthesescenarios:

Modifyreportstocarryyourorganization'scustomstylesandlogos,aligningthemwithotherorganization-basedartifactsanddocumentation.Altertheformatofthecontentreportedinexistingreports.Forexample,youcanaddmorecolumns,switchaxesinagraph,orchangetheunitsforsomevalues.Designreportstocontaininformationthatisnotfoundinother,existingreports

IBMStoredIQDataWorkbenchcontainsthesetypesofreports:

ComplianceReportDataAssessmentReportDataTopologyReportOverlayHitReportCSVExceptionListExportReportCSVDataObjectExportReportDuplicationSummaryReport

InfosetmanagementTheinfosetwindowprovidesthefollowinghigh-levelinformationforaselectedinfoset.

Table1.InfosetheadingnamesanddescriptionsInfosetColumn

Name Description

NameThislistreflectsthenameoftheselectedinformationset.Aninfosetmustbeselectedbeforeyoucanviewdetailedinformation,conductanalyses,oractonit.

Totalobjects

Thenumberofdataobjectsthatarecontainedwithintheinfoset.Ifyouplacethemouseoverthenumberoftotalobjects,awindowappears.Itshowsthenumberoftop-levelandchild-levelobjectsthatarecontainedwithinthetotalnumberofobjects.Note:Iftheinfosetisstillbeingcreated,onlytheDetailswindowisactive.Infosetsthatarestillbeingcreatedlist0inthiscolumn.

Infosetsize Thesizeoftheinfoset.

Composition Thecompositionofthedatathatiscontainedwithinaninfoset,eitherMixedorTopLevel.

CreatedThedateandtimeatwhichtheinfosetwascreated.Note:SysteminfosetsarelistedasN/Ainthisfield,anduserinfosetslistthecreationdate,eveniftheircreationstatusshowspending.

Type Thetypeofinfoset,eitherUserorSystem.

Access

ThisoptionlistswhethertheinfosetisPublicorPrivateorthenameofpersonornumberofpeoplewhohaveaccesstotheinfoset.Ifyouplaceyourmouseoverthenumberofpeople,atooltipappearswiththenamesofthoseuserswhohaveaccess.Ifyouclickthelink,awindowwiththeusers'namesandrolesappears.

Creator Thepersonthatoriginallycreatedtheinfoset.Forolderinfosets,thecreatorislistedasN/A.

Description Abriefdescriptionoftheinfoset,whichwasprovidedduringinfosetcreation.

CreatinganinfosetInfosetscanbecreatedtoincludethedatamapanditsfunction,ortheycanexcludedatamaps,resultinginafastercreationtime.Additionally,youcaninterruptinfosetsduringtheircreation.InterruptinginfosetcreationInfosetcreationcansometimesexceedthetimethatyouhaveavailable.Infosetinterruptionmakesitpossibleforyoutooptoutofthecreationprocess.SearchingforaspecificinfosetWhenyouhavemultipleinfosetsavailabletochoose,youcansearchforaspecificinfosetinsteadofusingtheslidertomovethroughavailableoptions.CreatinganoverlayCreatedfiltersappearasoverlayoptionsduringinfosetcreation.EditinganinfosetWhenyouareeditinganexistinginfoset,youcanmodifyonlytheinfoset'snameanddescription.DeletinganinfosetInfosetscanbedeletediftheyareinterruptedduringtheircreation.ViewoftheinfosetdetailsYoucanusetheDetailstabtoviewdetailedinformationaboutaselectedinfosetandanyupdatesthataremadetothedatasourcesusesbytheinfoset.

CreatinganinfosetInfosetscanbecreatedtoincludethedatamapanditsfunction,ortheycanexcludedatamaps,resultinginafastercreationtime.Additionally,youcaninterruptinfosetsduringtheircreation.

AboutthistaskInfosetsarecreatedfromotherexistingsysteminfosets.

Tocreateaninfosetfromanexistinginfoset:

Procedure1. Selecttheinfosetfromwhichyouwanttocreateanewinfoset.Itcanbeeitherasystem

oruserinfoset.Thenameoftheselectedinfosetappearsintheinfosetwindow.2. ClickCreate,andthenselectafilterintheNamecolumnintheLibrarytab.

Note:Ifthiscreationisyourfirsttimetocreateaninfoset,youmustcreateacustomfilter.SeeCreatingaCustomFilter.

3. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.4. IntheNewInfosetNametextbox,enterthenameofthisinfoset.5. IntheDescriptiontextbox,enterthedescriptionofthisinfoset.6. SelectorcleartheIncludeDataMapcheckbox.

Ifyouselectthischeckbox,thedatamapisgeneratedforthisinfoset.Theinfosettakeslongertogenerate,butyouareabletousethedatamapanditsfunctionforthisinfoset.Ifyouclearthischeckbox,theinfosetgeneratesmorequickly,butitdoesnotincludethedatamap.Note:Ifyouopttocreateaninfosetwithoutadatamap,someofthereportsthatcanberunagainstthatinfosetareaffected.IftheCompliance,DataAssessment,DataTopology,Overlay,andCustomizedReportsarerunagainstaninfosetwithoutadatamap,theycontainnodata.

7. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysmustbeappliedtothisinfoset.Whenyouareexploringthisinfoset,theseselectedoverlaysareavailabletobeappliedwithinthedatamap.Note:Ifthedatamapisnotgenerated,thenoverlayscannotbeselected.

8. Tosendanotificationemailthattheinfosetwascreated,selectSendemailwhentheprocessiscompletecheckboxandentertheemailaddressatwhichtheindividualmustbenotified.

9. ClickSaveandViewtogototheDetails/InfosetAncestrytab,orclickSavetobegininfosetcreationandclosethedialogbox.

Parenttopic:Infosetmanagement

RelatedconceptsInfosetmanagement

InterruptinginfosetcreationInfosetcreationcansometimesexceedthetimethatyouhaveavailable.Infosetinterruptionmakesitpossibleforyoutooptoutofthecreationprocess.

AboutthistaskInfosetcreationcontainsdifferentforms.Insomeinstances,youmightwanttointerrupttheinfoset'screation,preservewhatwasfound,andthenlogtheunfinishedworkasanexception.Inotherinstances,youmightwanttohaltinfosetcreationandthendeletethatinfosetaltogetheranddeletinganyartifactsfromthecreationprocess.

AfteraninterruptedandpartiallycreatedinfosetwasmovedfromCreated>Interrupted>Completed,youcanusethatinfoset.However,youmustkeepinmindthatthecompletionstatedependsonwhentheinfosetisstopped.Whenyouaredeletinganinfosetpartwaythroughitscreation,clickDelete.Whenaninfosetisdeleted,itisnolongeravailablewithintheuserinterface.Ifaninfosetisprocessing,aStopProcessinglinkisavailablewithinthedashboard.Duringthisprocessingstate,thislinkcanbeusedtointerruptitscreationandaccesstheStopProcessingconfirmationwindow.

Tostopinfosetcreation:

Procedure1. Duringinfosetcreation,intheCreateNewInfosetdialogbox,clickSaveandVieworSave.Note:IntheTotalobjectsandInfosetsizecolumns,theinfosetislistedasPending.

2. Tostoporinterruptinfosetcreation,youcandoeitherofthefollowingsteps:Selectthependinginfoset,andthenclickStop.Ifthependinginfosetisactive,clickStopProcessing.

3. ClickOKtoverifyyouraction.Note:Theinfoset'screationisnowchangedtoInterrupting.ItthenmovestoaCompletedstate.Note:Ifyouopttousethisinterruptedinfoset,itisonlyapartialinfosetasitscreationwasinterrupted.

4. Exploreordeleteyourinfoset.ClickDelete,deletingtheinfosetfromtheuserinterfaceandtheinfosetlibraryasawhole.Selecttheinfosetandexploreitscontentjustasyoudowithanyotherinfoset.Youcanrefineitscontent,applyactions,andviewexceptionsoninterruptedinfosets.

SearchingforaspecificinfosetWhenyouhavemultipleinfosetsavailabletochoose,youcansearchforaspecificinfosetinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. Intheinfosetwindow,clickthedownarrow.Acompletelistingofallavailableinfosets

appears.2. IntheEnterkeytermstosearch....textbox,enterthenameoftheinfosetforwhichyou

wanttosearch,andthenpressSearch.Youcanentereitherthefullinfosetnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeytermstosearch....textbox.Infosetsthatmatchtheenteredsearchtermarereturned.

3. Clicktheinfosetthatyouwanttoselect,andthenclickSelectInfoset.Theselectedinfosetappearsatthetopoftheinfosetwindow.

CreatinganoverlayCreatedfiltersappearasoverlayoptionsduringinfosetcreation.

Procedure1. Selecttheinfosetforwhichyouwanttocreateanoverlay.Thenameoftheselected

infosetappearswithintheinfosetwindow.2. ClickCreate,andthenclickBuildFilter.3. Createandsaveafilter.4. ClickCreateNewInfosetandnamethenewlycreatedinfoset.

Note:Savedfilterscanbeusedasoverlaysformultipleinfosets.Note:Thedatamapmustbeenabledforoverlaystobeadded.

5. Selectanoverlayorseveraloverlaysfromtheoverlaylist,andthenclickeitherSaveandVieworSave.

EditinganinfosetWhenyouareeditinganexistinginfoset,youcanmodifyonlytheinfoset'snameanddescription.

Procedure1. IntheInfosetwindow,usethedownarrowtoselecttheinfosetthatyouwanttoedit.2. ClickEdit,whichisintheupperrightcorneroftheinfosetwindow.Note:Becausesysteminfosetscannotbeedited,thisEditlinkisdisabledifasysteminfosetisselectedwithintheinfosetwindow.TheEditInfosetdialogboxappears.

3. IntheEditInfosetdialogbox,youcaneditonlytheinfoset'snameanddescription.ClickwithineithertheNameorDescriptiontextboxestoedittheinfoset.

4. ClickSavetosaveyourmodifications.

DeletinganinfosetInfosetscanbedeletediftheyareinterruptedduringtheircreation.

AboutthistaskInfosetscanbedeletedinboththeCompletedandPendingstates.Aninfosetcannotbedeletedunderthesecircumstances:

Ifaninfosetwascreatedwithanotherinfosetasitssource,thenthechildinfosetmustbedeletedbeforeyoudeletetheparentinfoset.Ifanactionwasrunorisrunningagainsttheinfoset,thentheinfosetcannotbedeleted.

Todeleteaninfoset:

Procedure1. IntheInfosetwindow,usethedownarrowtoselecttheinfosetyouwanttodelete.2. ClickDelete,andthenclickOK.

Note:Deletinganinfosetpermanentlyremovesitshistory.

ViewoftheinfosetdetailsYoucanusetheDetailstabtoviewdetailedinformationaboutaselectedinfosetandanyupdatesthataremadetothedatasourcesusesbytheinfoset.

TherearethreetabswithintheDetailsarea:InfosetAncestry,ExecutionLog,andDataObjects.

TheInfosetAncestrytabshowsthehistoryandgenealogyoftheselectedinfoset.Forexample,itdisplaysthesysteminfosetfromwhichtheuserinfosetwascreatedandwhichfilterwasused.

Additionally,theInfosetDetailssectionprovidesthefollowinginformationaboutaselectedinfoset.

Table1.InfosetAncestryColumnDefinitionsInfosetAncestryColumnHeading Definition

Name Thenameoftheitemselected.Created Thedateandtimetheselecteditemwascreated.Type Theitem'stype,eithersystemoruserinfoset,filter.Description Thedescriptionoftheselecteditem.

ViewinginfosetancestryViewinfosetancestryfromtheDetailswindow.SavinginfosetancestryasaworkflowInfosetscanbesavedasworkflowsinIBM®StoredIQDataScriptdocuments,thestartingandendpointsforwhicharethefirstandlastoperationsintheinfoset'sancestry.ExecutionlogWhentheExecutionLogtabisselected,youcanseethename,status,therunstarttime,andthelengthoftimeofanactionran.ViewingactionlogofinfosetsByselectinganactionintheNamecolumn,theActionDetailssectionprovidesinformationaboutthataction,includingname,description,status,andwhichinfosetsitwaslastusedon.GeneratinganauditreportAuditreportscanbegeneratedforactionsselectedwithintheExecutionLog.ViewingdataobjectsWhentheDataObjectstabisselected,thedataobjectlistreturnsobjectsintheinfoset.Youcanalsospot-checkdataobjectswithinaninfosetwiththedataobjectviewer.

ViewinginfosetancestryViewinfosetancestryfromtheDetailswindow.

Procedure1. Verifythatyouselectedtheinfosetforwhichyouwanttoviewitsancestry.2. IntheDetailswindow,clicktheInfosetAncestrytab.Thistabisselectedbydefault.3. IntheNamecolumn,clickthenameoftheitemforwhichyouwanttoviewancestryinformation.TheAncestorInfosetDetailsareapopulateswiththename,description,totalobjects,top-levelobjects,childobjects,infosetsize,composition,createddate,type,andcreator.TheAncestorFilterDetailsareadisplaysname,description,alinktoviewthefiltercode,createddate,andtype.

Parenttopic:Viewoftheinfosetdetails

RelatedconceptsViewoftheinfosetdetails

SavinginfosetancestryasaworkflowInfosetscanbesavedasworkflowsinIBM®StoredIQDataScriptdocuments,thestartingandendpointsforwhicharethefirstandlastoperationsintheinfoset'sancestry.

Procedure1. IntheDetailswindow,clicktheInfosetAncestrytab.Thistabisselectedbydefault.2. ClickSaveAncestryasWorkflow.TheCreateWorkflowdialogboxappears.3. IntheCreateWorkflowdialogbox,completethesefields.

IntheNametextbox,enterauniquenameforthisworkflow.IntheDescriptiontextbox,enteradescriptionofthisworkflow.

4. ClickSave.Afterthisancestryissavedasaworkflow,itisavailableinotherrelatedapplicationssuchasIBMStoredIQDataScript.

ExecutionlogWhentheExecutionLogtabisselected,youcanseethename,status,therunstarttime,andthelengthoftimeofanactionran.

TheExecutionLogcolumnisdefinedasfollows.

Table1.ExecutionLogColumnDefinitionsExecutionLog

ColumnHeading Definition

Name Thenameoftheactionontheselectedinfoset.Status Thestatusoftheactionontheselectedinfoset.Type Thetypeofactionbeingrunontheselectedinfoset.

RunstartedThetimeatwhichtheactionwasstarted.Byclickingthearrowtotherightofthecolumnname,youcanlistthecolumninascendingordescendingorder.

Runduration Thelengthofruntimeoftheselectedaction.

ViewingactionlogofinfosetsByselectinganactionintheNamecolumn,theActionDetailssectionprovidesinformationaboutthataction,includingname,description,status,andwhichinfosetsitwaslastusedon.

Procedure1. Verifythatyouselectedtheinfosetforwhichyouwanttoviewitsactionslog.2. IntheDetailswindow,clicktheExecutionLogtab.3. IntheNamecolumn,clickthenameoftheactionforwhichyouwanttoviewlog

information.TheActionDetailsareapopulates,displayingname,description,status,theinfosetonwhichtheactionwaslastused,anyexceptions,andtheGenerateReportlink.Ifyouclicktheexceptionspercentage,theExceptionstabappears,providingyouwithgreatercontextanddetail.

WhentheGenerateReportlinkisclickedandanauditreportisgenerated,aSourceActiondetailbecomesavailable,showingthereport'sname,thedateandtimeitwascreated,andthelengthoftimenecessarytogeneratethereport.Ifthereportisbeinggenerated,itsstatusisshownasRunning.Whenthereporthasfinishedgenerating,itcanbeviewedbyclickingtheDownloadReportlinkwithinStatus.

GeneratinganauditreportAuditreportscanbegeneratedforactionsselectedwithintheExecutionLog.

AboutthistaskActionAuditReport

TheActionAuditReportprovidesdetailedinformationintheseareas:

ExecutionSummaryDataObjectResultCountSummaryInfosetSummaryParticipatingDataServerandVolumeSummaryActionParameters

Procedure1. Verifythatyouselectedtheinfosetforwhichyouwanttogenerateanauditreport,andthenclickDetails>ExecutionLog.

2. IntheActionDetailsarea,clickGenerateReport.TheGenerateAuditReportdialogboxappears.

3. IntheReportNametextbox,thereport'snameisprefilled,basedontheselectedactionintheExecutionLog.

4. IntheSendTo:textbox,entertheemailaddressestowhomthisreportissent.Separatemultipleemailaddresseswithacomma.

5. ClickGenerate,andtheauditreportgenerates.Whentheauditreportisgenerating,itsstatuschangestoRunninginboththeActionDetailsareaandtheExecutionLog.Whenthereportisgenerated,itissenttotheemailaddressesenteredintheSendTo:textbox,anditcanbeopenedfromthatemail.ThereportcanalsobedownloadedwithintheExecutionLog.

ViewingdataobjectsWhentheDataObjectstabisselected,thedataobjectlistreturnsobjectsintheinfoset.Youcanalsospot-checkdataobjectswithinaninfosetwiththedataobjectviewer.

AboutthistaskNote:Byclickingadataobject,youcanviewtheobjectitselfusingthedataobjectviewer.

Table1.DataobjectsdefaultcolumndefinitionsDataObjects

ColumnHeading Definition

Filename Thenameofthefilewithintheelectedinfoset.Filesize Thesizeofthefile.Filepath Thedirectorypathofthefile.Created Thecreationdateandtimeofthefile.Lastmodified Thedateandtimeatwhichthefilewaslastmodified.

Procedure1. IntheDetailswindow,clicktheDataObjectstab.Dataobjectswithintheinfosetare

returned;youcanseethedataobjectsthatarecontainedwithintheinfoset.2. Clickanobject'sfilenametoviewandverifythatobjectinthedataobjectviewer.3. ClickClosetoclosethedataobjectviewer.4. Configurecolumnswhenyouarereviewingdataobjects:

a. IntheDetailswindow,clicktheDataObjectstab.b. Clickthebluegearicon,andtheappears.c. IntheConfigureColumn-DataObjectsdialogbox,clickthedownarrowtotheright

ofoptions2-6,selectingthenameofthecolumn.Choosefromtheseoptions:None,Filesize,Filepath,Filetype,Containerpath,Lastaccessed,Created,Lastmodified,Ownername,orGroupname.TheFilenameoptioncannotbechanged.Bydefault,itisthenameofthefirstcolumnwhenyouareviewingdataobjects.Additionally,asyourenamecolumns,morecolumnsareautomaticallyaddedtotheConfigureColumn-DataObjectsdialogbox.

d. Toresetthecolumnstothedefaultselections,clickResettodefaultcolumnselections.Thecolumnconfigurationoptionsreturntotheirdefaultsettings.

e. ClickSave.ThelayoutoftheDataObjectsareareflectsthechosenoptions.

FilteradministrationFiltersareobjectsthatcanbeappliedtoinfosets.Youcanapplyonefilterwithmultiplefilterattributestoaninfoset,continuallyrefiningthatinfosetuntilitrepresentsresponsivedatathatyouneed.

Note:AttributeswithinafiltercategoryareORed.Forexample,whenyouarecreatingafilefilterthatisdefinedbyfilenameandextensioncontains.DOC,thefiltersyntaxis"filenameORfileextensioncontainsdoc".Addinganotherfileattributecategory,thecategoriesareANDed.Therefore,thefilecategoryfilterattribute"extensionORfilenamecontainsdoc"andaddingthenamecategorywith"ownernameJohnSmith,"thesyntaxis"filename"OR"extensioncontainsdoc"AND"ownernamescontainsJohnSmith."

TherearefourtabsontheCreatepage:Library,BuildFilter,SetOperations,andScopeOperations.

LibraryofavailablefiltersTheLibrarytablistsallfiltersthatarecreatedandavailableforusewithinfosets.

WithintheLibrarytab,youcanviewthenamesanddescriptionsofallsavedfilters.Additionally,youcaneditanddeletethosefilters.

SearchingforanexistingfilterSearchforanexistingfilterwithintheLibrarytab.EditingafilterAfterfiltersarecreatedandsaved,theycanbeedited.ViewingfiltercodeDeletingafilterFilterscanbedeletedwhentheyarenolongerusedbyaninfoset.BuildingafilterCreateafiltertocustomizeyoursearchforspecificdata.PreviewingfilterresultsYoucanpreviewsample,returneddatabeforeyousavethatinfoset.ConfiguringcolumnswhenpreviewingfilterresultsWhenyoupreviewdataobjectsthatarecontainedwithinaninfoset,youcanselectwhattypeofinformationisdisplayed,ensuringthatthereturneddataismeaningfultoyou.SetoperationsAsetoperationallowsinfosetstobecombinedindifferentwaystoproduceanotherinfoset.ScopeoperationsContaineddata,suchasdatawithin.ZIP,.TAR,or.PSTfiles,ishierarchicalandcanhavemanydifferentrelationshipandconnections.Dependingonhowthatdataisviewed,thatdatacangiveadifferentperceptionthanwhatisrepresented.TheScopeOperationstabhelpsuserstounderstandmorefullywhatdataisrepresentedbydatasets.

Parenttopic:Filteradministration

RelatedconceptsFilteradministrationSetoperationsScopeoperations

RelatedtasksSearchingforanexistingfilterEditingafilterViewingfiltercodeDeletingafilterBuildingafilterPreviewingfilterresultsConfiguringcolumnswhenpreviewingfilterresults

SearchingforanexistingfilterSearchforanexistingfilterwithintheLibrarytab.

Procedure1. ClickCreate,andthenclicktheLibrarytab.2. IntheEnterkeytermshere....textbox,enterthenameofthefilterforwhichyouwantto

search,andthenpressSearch.Youcanentereitherthefullfilternameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeytermshere....textbox.

Filtersthatmatchtheenteredsearchtermarereturned.TheFilterDetailsareadisplaysthefilter'sname,description,alinktoviewthefilter'scode,andthenameoftheinfosetinwhichthefilterwaslastused.

Parenttopic:Libraryofavailablefilters

Parenttopic:Buildingafilter

RelatedconceptsLibraryofavailablefilters

RelatedtasksBuildingafilter

EditingafilterAfterfiltersarecreatedandsaved,theycanbeedited.

Procedure1. ClickCreate>Library,andthenselectthenameofthefilterthatyouwanttoedit.2. ClickEdit.TheEditFilterdialogboxappears.3. Editthefilterasneeded,determiningthefilter'sscopeandvalidatingthecode.4. ClickSavetosaveyourchanges.

Viewingfiltercode

Procedure1. WithintheFilterDetailsarea,clickViewFilterCode.TheFilterCodewindowappears.2. ClickClosetoclosetheFilterCodewindow.

DeletingafilterFilterscanbedeletedwhentheyarenolongerusedbyaninfoset.

Procedure1. ClickCreate>Library,andthenselectthenameofthefilterthatyouwanttodelete.2. ClickDelete.TheFilterDeleteConfirmationdialogappears.3. ClickOKtodeletethefilter,orclickCanceltocancelthedeletion.Ifthefilterisdeleted,

itisremovedfromthelistofavailablefilterswithintheLibrarytab.

BuildingafilterCreateafiltertocustomizeyoursearchforspecificdata.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. Selectthecheckboxorboxesofthetypeoffilterattributethatyouwanttocreate.Dependingonthetypeoffilteryouarecreating,selectfromtheseoptions:File,Date,Size,Name,Email,FullText,andAuto-Classification.Option Description

File Filefiltersarebasedoncommonfilefieldssuchasfilename,filepath,containerpath,andextension.

Date Datefiltersarebasedoncommondateinformationsuchaccessed,modified,orcreateddates.

Size Sizefiltersarebasedoncommondata-objectfilesizefieldsuchasbytes,KB,MB,andGB.

NamefiltersarebasedonnameparameterssuchastheownernameorSharePointowner.

Email EmailfiltersarebasedoncommonemailfieldssuchasTo,From,CC.

FullText

Full-textfiltersarebasedonasimplesearchstringagainstalldataobjects.Thisoptionreturnsresultsonlyforfull-textharvests.

Auto-classify

Auto-classifyfiltersarebasedonthestep-upsnippetaction.Theycanberunonaninfoset,extractingandstoringtextforanydataobjecttowhichitisapplied,andtheauto-classificationenhancement.

3. IntheFilterDetailsarea,enteranameanddescriptionforthenewlycreatedfilter,andthenclickSaveFilter.ThenewlycreatedfiltercanbeseenwithintheLibrarytab.

CreatingafilefilterFilefiltersareatypeofcustomizedfilters.Filefiltersarebasedoncommonfilefieldssuchasname,extension,andpath.CreatingadatefilterDatefiltersarebasedoncommondateinformationsuchasaccessed,modified,orcreateddates.CreatingasizefilterSizefiltersarebasedoncommondata-objectfilesizefieldsuchasbytes,KB,MB,andGB.CreatinganamefilterNamefiltersarebasedonnameparameterssuchastheownernameorSharePointowner.CreatinganemailfilterEmailfiltersarebasedoncommonemailfieldssuchasTo,From,CC,BCC,andemailsubject.Creatingafull-textfilterFull-textfiltersarebasedonasimplesearchstringforfull-textindexedobjects.Onlyobjectsthatwerefull-textindexedreturnresults.Creatinganauto-classificationfilterAuto-classificationfiltersarebasedontheauto-classificationmodelthatiscreatedinIBM®StoredIQAdministrator.SearchingforanexistingfilterSearchforanexistingfilterwithintheLibrarytab.CreatingcustomizedsearcheswiththecodeviewUsethecodeviewtocreatecustomizedsearcheswithsearchsyntax.

CreatingafilefilterFilefiltersareatypeofcustomizedfilters.Filefiltersarebasedoncommonfilefieldssuchasname,extension,andpath.

Procedure1. SelecttheinfosetandthenclickSelectInfoset.Theselectedinfosetappearsinblue.2. ClickCreate,andthenclicktheBuildFiltertab.3. SelecttheFilecheckbox,andthencompletefollowingsteps.

a. IntheContainslist,selecteitherContains,Is,orBeginswith.b. Inthetextbox,enterthetext.c. Selectthecheckboxforwhattheparticularfilteruses,choosingfromFileName,

Extension,FilePath,orContainerPath.Youcanselectanyorallofthefiletypefilteroptions.

4. IntheFilterDetailsarea,completethefollowingsteps.a. IntheFilterNametextbox,enterthenameofthisnewfilter.b. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.c. ClickSaveFilter.

ResultsThecustomfilteriscreatedandsaved,anditcannowbeaccessedfromtheLibrarytab.

CreatingadatefilterDatefiltersarebasedoncommondateinformationsuchasaccessed,modified,orcreateddates.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheDatecheckbox,andthencompletefollowingsteps:

a. Inthelistofoperators,selectAfter,Before,On,orBetween.b. IntheDatetextbox,enterthedateforthiscustomfilter.c. Selectthecheckboxastowhatfieldstowhichthedatefilterapplies,choosingfrom

Accessed,Modified,orCreated.Youcanselectanyorallofthedate-typefilteroptions.

d. IntheFilterDetailswindow,enterthenameofthisnewfilter.e. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.f. ClickSaveFilter.

CreatingasizefilterSizefiltersarebasedoncommondata-objectfilesizefieldsuchasbytes,KB,MB,andGB.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheSizecheckbox,andthencompletefollowingsteps:

a. Inthelistofoperators,selectMoreThan,LessThan,Is,orBetween.b. Intheemptytextboxbetweenthelists,enterthenumberthatappliestothis

customsizefilter.c. Inthesizevaluelist,selectbytes,KB,MB,orGB.d. IntheFilterDetailswindow,enterthenameofthisnewfilter.e. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.f. ClickSaveFilter.

CreatinganamefilterNamefiltersarebasedonnameparameterssuchastheownernameorSharePointowner.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheNamecheckbox,andthencompletefollowingsteps:

a. Intheblanktextbox,entertheownerorSharePointownername.Note:Ifyouareenteringmorethanonename,separatethenameswithcommas.Forexample,youwouldentermultiplenamesasJohnSmith,MaryJones,EllenSideways.

b. Selectthecheckboxastowhatfieldstowhichthisnamefilterapplies,choosingfromOwnerorSharePointOwner.Youcanselectanyorbothofthename-typefilteroptions.

c. IntheFilterDetailswindow,enterthenameofthisnewfilter.d. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.e. ClickSaveFilter.

CreatinganemailfilterEmailfiltersarebasedoncommonemailfieldssuchasTo,From,CC,BCC,andemailsubject.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheEmailcheckbox,andthencompletetheseoptions.

a. Intheblanktextbox,enterthenamesoremailaddressesthatisusedbythisfilter.Separatemultiplenamesoremailaddresswithcommas.YoumightenterJohnSmith,MaryJonesorjsmith@company.com,mjones@company.com.

b. Selectthecheckboxorboxestowhichthisemailfilterapplies,choosingfromTo,From,CC,BCC,orEmailSubject.Note:IfyouselecttheEmailSubjectcheckbox,youmustalsoselectanoperator:Contains,Is,orBeginsWith,andthenentersometextabouttheemail'ssubjectintotheemptytextbox.

3. IntheFilterDetailsarea,completethefollowingsteps.a. IntheNametextbox,enterthenameofthisnewfilter.b. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.c. ClickSaveFilter.

Creatingafull-textfilterFull-textfiltersarebasedonasimplesearchstringforfull-textindexedobjects.Onlyobjectsthatwerefull-textindexedreturnresults.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheFullTextcheckbox.3. Intheblanktextbox,enterthesearchstringthatisrunagainstdataobjectsinafull-text

index.YoumightenterstockoptionsANDCEOorAppleNOTIBM.4. IntheFilterDetailsarea,completethefollowingsteps.

a. IntheNametextbox,enterthenameofthisnewfilter.b. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.c. ClickSaveFilter.

Creatinganauto-classificationfilterAuto-classificationfiltersarebasedontheauto-classificationmodelthatiscreatedinIBM®StoredIQAdministrator.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. SelecttheAuto-classificationcheckbox.3. WhatappearsinthisareaisdependentuponthemodelthatiscreatedinIBMStoredIQ

Administrator.a. Selectthecheckboxthatyouwant:Andthehighestscoreintheselectedcategory

orAndwherescoreis.Then,usetheliststoselectGreaterthan,Lessthan,orEqualtoandtheappropriatedecimalamount.

4. IntheFilterDetailsarea,completethefollowingsteps:a. IntheNametextbox,enterthenameofthisnewfilter.b. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.c. ClickSaveFilter.TheSaveCreatedFilterconfirmationappears,verifyingthatyou

wanttosavethisfilter.ClickOK.

CreatingcustomizedsearcheswiththecodeviewUsethecodeviewtocreatecustomizedsearcheswithsearchsyntax.

Procedure1. ClickCreate,andthenclicktheBuildFiltertab.2. ClickCodeView.Note:Toreturntothefilter'sformviewontheBuildFiltertab,clickFilterFormView.Then,youcancreateandsavefilterswiththeprebuiltforms.

3. Inthelargetextbox,createandenteracustomizedsearchwithcorrectfiltersyntax.Formoreinformationaboutappropriatefiltersyntax,includingtipsandexample,seeSyntaxPrimer.

4. ClickValidateCode.Iftheenteredexpressionisvalid,amessagethatstatesThefilterexpressionpassedvalidationisreturned.Ifitisinvalid,amessagethatstatesThefilterexpressionisnotvalidisreturned.

5. IntheFilterDetailsarea,completethefollowingsteps.a. IntheNametextbox,enterthenameofthisnewfilter.b. IntheDescriptiontextbox,enterabriefdescriptionofthisfilter.c. ClickSaveFilter.

SyntaxprimerThisprimerofferssyntaxexamplesandtipsforusingBooleanoperators,multipletermsortermphrases,wildcard,andproximityfiltersforthefull-textfilterorfull-textsourcecodefilter.

Note:Savedfiltersareavailableasoverlayswhenyouarecreatingnewinfosets.Formoreinformation,seeCreatingInfosets.

Booleanoperatorsyntax

ANDTheANDoperatorensuresthatbothtermsappearinthedataobject.Forexample,thequerychairmanANDstockreturnsdataobjectswherechairmanandstockappear.&&functionsthesameasAND.

ORTheORoperatorreturnsdataobjectswhereeithertermappears.ThequerychairmanORstockreturnsdataobjectsthathavechairman,stock,orbothinthedataobject.||functionsthesameasOR.

NOTTheNOToperatorensuresthatatermdoesnotappearinanydataobjectsreturned.ThequeryAppleNOTIBMreturnsdataobjectswherewordAppleappears,butnotIBM.!functionsthesameasNOT.

Multipletermsortermphrasesyntax

""and''Quotationmarksaroundatermphrasereturndataobjectsthatcontainthatphraseinthatorder.Forexample,“September201998”returnsonlydataobjectswiththeexactphraseofSeptember201998.Doublequotationmarksallowforwildcardsintermswhereassinglequotationmarksdonot.

Multi-item,noBooleanoperators

AsearchformultiplewordswithoutBooleanoperatorsorquotationmarksisanimpliedORsearch.Forexample,September201998returnsdataobjectsthathaveSeptemberOR20OR1998.Stopwordsareremoved.

Parentheses

GroupingwithBooleanoperatorsandparenthesescontrolshowoperatorsareevaluated.Forexample,($10ORbillion)ANDoptionsreturnsdataobjectswhere$10orbillionmightbeinthedataobject,butoptionsmustalsoexist.Booleanoperators(AND,OR,NOT)workinagroupingorinaproximitygroup.So("SaharaDesert"AND"SoutheastAsia")OR("PacificOcean"AND"Bavaria")returnsdataobjectsthathaveSaharaDesertandSoutheastAsiaorPacificOceanandBavaria.

Wildcardsyntax

Asingleasteriskfindsmultiplecharactersorlettersatbeginningofaterm.Afilterfor*ololreturnsresultsforbetaxolol,carteolol,levobetaxolol,levobunolol,metipranolol,andtimolol.Anasteriskmatchesanynumberofcharactersinthemiddleofaterm.

*(Asterisk) te*treturnsresultsfortext,test,tent,andtempest.Anasteriskthatisplacedafterapartialwordfindstermsthatbeginwiththoselettersattheendofaterm.Afilterforap*returnsresultsforApple,April,applied,andapplication.Anasteriskalonefindsallobjects.

?Thequestionmarkmatchesasinglecharacter.Forexample,compl?returnsresultsforcomplybutnotcomplies.Tofilterformorethanonecharacter,useaquestionmarkforeachletter,forexample,ap??e.

Proximitysyntax

Filteringusesthew/xsyntax(xrepresentsthenumberoftermsbetweenthetwoterms)tousetherelationshipbetweensearchterms.w/0matchestermsthatarenexttoeachotherinanyorder,andw/1matchestermswithonewordbetweenthem.Thetermscanappearinanyorder.Groupingwithproximityallowsforevenmoretargetedresults.Forexample,("stock"OR"option")w/3(2007)findseitherstockoroptionwithinthreetermsof2007.Termscanhavewildcardsorphrases.

Thepre/xsyntax(xrepresentsthenumberofwordsbetweenthetwoterms)enablesuserstotargetproximityfiltersbydictatingwhichtermcomesbeforeanotherterm.Forexample,chairmanpre/15optionsreturnsdataobjectswherechairmancomesupto15termsbeforeoptions.pre/0matchestermsthatarenexttoeachotherandinthesameorder;pre/1matchestermswithatmostonewordbetweenthemandinthesameorder.Termscanhavewildcardsorphrases.

NotesregardingsyntaxWhenyouareexaminingtext,IBM®StoredIQevaluatestherequestedoperatorsandgivesprecedencetosomeoverothers.

Whenparenthesesareusedtogroupoperators,theexpressioninparenthesesisgiventhehighestprecedence.NOT:"OctoberNOTNovemberORDecember"means"(OctoberAND(NOTNovember))ORDecember".Proximityoperators("w/"and"pre/"):"Octoberw/3Novemberpre/5December"means"(Octoberw/3November)pre/5December".("October"and"November"mustbewithinthreewordsofeachother,butbothmustbebefore"December"bynomorethanfivewords.)"Octoberw/3NovemberandDecember"means"(Octoberw/3November)andDecember".TheANDoperator:"OctoberANDNovemberORDecember"means"(OctoberANDNovember)ORDecember".TheORoperatorornooperator:"OctoberNovemberORDecember"meansthesameas"(OctoberORNovember)ORDecember".

Parenttopic:Creatingcustomizedsearcheswiththecodeview

RelatedtasksCreatingcustomizedsearcheswiththecodeview

PreviewingfilterresultsYoucanpreviewsample,returneddatabeforeyousavethatinfoset.

Procedure1. Selecttheinfosetfromwhichyouwouldliketocreateanewinfoset.2. Applyafiltertothisinfosetbyeitherusinganexistingfilterorcreatinganewfilter.3. ClickPreviewFilterResults,anddatathatiscontainedwithinthatinfosetappearswithin

theFilterResults.Itincludesthename,filesize,filepath,itscreationdateandtime,andthedateandtimeitwaslastmodified.

ConfiguringcolumnswhenpreviewingfilterresultsWhenyoupreviewdataobjectsthatarecontainedwithinaninfoset,youcanselectwhattypeofinformationisdisplayed,ensuringthatthereturneddataismeaningfultoyou.

Procedure1. Selecttheinfosetfromwhichyouwanttocreateanewinfoset.2. Applyafiltertothisinfosetbyeitherusinganexistingfilterorcreatinganewfilter.3. ClickPreviewFilterResults,andalistofdataobjectsthatarecontainedwithinthat

infosetappears.4. Clickthebluegearicon.TheConfigureColumn-PreviewFilterResultsdialogbox

appears.5. IntheConfigureColumn-PreviewFilterResultsdialogbox,clickthedownarrowtothe

rightofoptions2-6,selectingthenameofthecolumn.Choosefromtheseoptions:None,Filesize,Filepath,Filetype,Containerpath,Lastaccessed,Created,Lastmodified,Ownername,orGroupname.Note:TheFilenameoptioncannotbechanged.Bydefault,itisthenameofthefirstcolumnwhenyouarepreviewingdata.Additionally,asyourenamecolumns,morecolumnsareautomaticallyaddedtotheConfigureColumn-PreviewFilterResultsdialogbox.

6. Toresetthecolumnstothedefaultselections,clickResettodefaultcolumnselections.Thecolumnconfigurationoptionsreturntotheirdefaultsettings.

7. ClickSave.ThelayoutoftheFilterResultsareareflectsthechosenoptions.

SetoperationsAsetoperationallowsinfosetstobecombinedindifferentwaystoproduceanotherinfoset.

Setoperationsallowforthecombinationofinfosetsinnewanduniquewaysthatyoucanhighlightspecificinformationthatiscontainedwithintheinfoset.Youcanapplythesetypesofsetoperationstoinfosets:union,intersection,symmetricdifference,andsubtraction.

Table1.SetoperationsOperation Description Example

Aunioninfosetisthecombinationoftwoormoreinfosets:theprimaryinfosetandthecheckboxesofwhateveravailableinfosetyouselect.

Forexample,youhavethreeinfosets,twoofwhichcontainPSTsbyownerandathirdthatcontainsallExchangeemail.Youwanttocombineallthreeinfosetstomakeiteasiertorunactionsonallofthedataobjectstherein.

Noticethatallthreeinfosetscombineintheirentirety,resultinginanew,largerinfoset.Thecombinationoftheaffectedareasisturnedgraywithintheinterface.

Intersection

Anintersectedinfosetistheresultoftwoormoreinfosetsthatcontainsomeofthesameobjects.Thisoverlap,whichiswhereidenticalobjectsareinallinfosets,iscalledtheintersection,anditisthisintersectionthatresultsinthenewinfoset.

Forexample,youhavetwocustodians,eachwithasignificantamountofdata,someofwhichisshared.Youwouldliketoascertainwhichoftheshareddataobjectsareidentical.Inthiscase,youwouldcreateanintersectioninfosetasyouwanttofindidentical,commondataobjectsbetweenthetwo.

Noticethatonlytheareaofsimilarity,thegrayintersectionbetweenthetwowhitecircles,isfoundinthenewinfoset.

SymmetricDifference

Asymmetricdifferenceinfosetcombinesaprimaryandselectedinfosetandremovesidenticalobjectsfromthem.Theremainingdataobjectsfrombothfilteredinfosetsthencombinetocreateanewinfoset.

Forexample,youagainhavetwocustodians,eachwithasignificantamountofshareddata.Youwouldliketoascertainwhichoftheshareddataobjectsarenotidentical.Inthiscase,youwouldcreateasymmetricdifferenceinfosetasyouwanttofinddataobjectsthataredifferentbetweenthetwo.

Noticethatonlytheareaofdifferencebetweenthetwoinfosetsisthewhiteintersection.Thisareaofdifferenceresultsinanewinfosetofeverythingbutthedatathatissharedbetweenthetwocircles.

Subtraction

Asubtractioninfosetcombinesaprimaryandselectedinfoset,removesidenticalobjects,andthensubtractstheremainingobjectsfromtheprimaryinfoset.Theremainderdataobjectsresultinthesubtractioninfoset.

Forexample,youhavetwoinfosets,bothofwhichcontainsimilarPSTsbyowner.Youwouldliketocombinebothinfosetsandretainonlytheuniquedataobjectstomakeanewinfoset.

Noticethatthetwoinfosetscombine,identicaldataobjectsareremoved,andonlytheremainingobjects,thatareaingray,createthenewinfoset.

thenewinfoset.Thistabledescribestheoptionsavailableforsetoperationsforeachinfoset.

Table2.AvailableoperationinfosetoptionsanddescriptionsAvailableOperation

InfosetOption Description

Name Thenameoftheinfosetagainstwhichasetoperationcanbeconducted.

TotalObjects Thetotalnumberofdataobjectsthatarecontainedwithintheinfoset.

InfosetSize Thesizeoftheinfoset.Composition Thecompositionoftheinfoset,toplevel,ormixedlevel.Created Thedateandtimeatwhichtheinfosetwascreated.

TypeThetypeofinfoset.Remember,setoperationscanbeconductedonlyagainstuserinfosets.SysteminfosetsarenotavailableintheAvailableOperationInfosetspane.

Search SearchforaparticularinfosetwiththeEnterterms...textboxandSearch.

DetailsClickDetailstoviewtheInfosetDetailswindow.Informationregardingtheinfoset'sname,description,totalnumberofobjects,numberofparentandchildobjects,size,composition,createddateandtime,type,andpercentageofexceptionsappears.

Note:Forunionandintersectionsetoperations,noticethatcheckboxesappeartotheleftoftheinfosetnamesbutthatforsymmetricdifferenceandsubtractionoperations,radiobuttonsappear.

CreatingaunioninfosetUnioninfosetsarethecombinationorjoiningintheirentiretyoftwoormoreinfosets.CreatinganintersectioninfosetIntersectedinfosetsaretheresultofthecombinationtwoormoreinfosetswhereidenticaldataobjectsarethenewinfoset.CreatinganinfosetwithasymmetricdifferenceSymmetricdifferenceinfosetsremoveidenticalobjectsfromtwofilteredinfosets.Theremainingdataobjectsfrombothfilteredinfosetsthencombinetocreateanewinfoset.CreatingasubtractioninfosetSubtractioninfosetsremoveobjectsthatarecontainedwithinthesecondaryinfosetfromtheprimaryinfoset.Theremainingobjectsthencreateasubtractioninfoset.

CreatingaunioninfosetUnioninfosetsarethecombinationorjoiningintheirentiretyoftwoormoreinfosets.

Procedure1. Selecttheinfosettowhichyouwouldliketocombineoneormoreinfosets.Thisinfosetis

theprimaryinfoset.Note:Setoperationscanonlybeconductedonuserinfosets,notsysteminfosets.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.

2. ClickCreate,andthenclickSetOperations.3. ClickUnion,andthenselectthecheckboxesoftheavailableinfosetstowhichyouwould

liketojointotheprimaryinfoset.Toselectalloftheavailableoperationinfosets,selectthecheckboxtotheleftofName.

4. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.5. IntheNewInfosetNametextbox,enterthewantednameofthisinfoset.6. IntheDescriptiontextbox,enterthewantednameofthisinfoset.7. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysaretobeappliedtothis

infoset.(Whenyouareexploringthisinfoset,theseselectedoverlaysareavailabletobeappliedwithintheDataMap.)

8. Toreceiveanemailaftertheinfosetiscreated,selectEmailmewhentheprocessiscompletecheckboxandentertheemailaddressatwhichyouwouldliketobenotified.

9. ClickSaveandViewtowatchtheinfosetcreate,orclickSave.

Parenttopic:Setoperations

RelatedconceptsSetoperations

CreatinganintersectioninfosetIntersectedinfosetsaretheresultofthecombinationtwoormoreinfosetswhereidenticaldataobjectsarethenewinfoset.

Procedure1. Selecttheinfosettowhichyouwanttocombineoneormoreinfosets.Thisinfosetisthe

primaryinfoset.Note:Setoperationscanonlybeconductedonuserinfosets,notsysteminfosets.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.

2. ClickCreate,andthenclickSetOperations.3. ClickIntersection,andthenselectthecheckboxesoftheavailableinfosetsinwhichyou

wouldliketofindidenticaldataobjects.Dataobjectsthatarethesameineachoftheselectedinfosetsarethenusedtoformanew,intersectioninfoset.Toselectalloftheavailableoperationinfosets,selectthecheckboxtotheleftofName.

4. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.5. IntheNewInfosetNametextbox,enterthewantednameofthisinfoset.6. IntheDescriptiontextbox,enterthewantednameofthisinfoset.7. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysaretobeappliedtothis

infoset.(Whenyouareexploringthisinfoset,theseselectedoverlaysareavailabletobeappliedwithintheDataMap.)

8. Toreceiveanemailaftertheinfosetiscreated,selectEmailmewhentheprocessiscompletecheckboxandentertheemailaddressatwhichyouwouldliketobenotified.

CreatinganinfosetwithasymmetricdifferenceSymmetricdifferenceinfosetsremoveidenticalobjectsfromtwofilteredinfosets.Theremainingdataobjectsfrombothfilteredinfosetsthencombinetocreateanewinfoset.

Procedure1. Selecttheinfosetfromwhichyouwanttoremovethesymmetricdifferenceofanother

infoset.Thisinfosetistheprimaryinfoset.Note:Setoperationscanonlybeconductedonuserinfosets,notsysteminfosets.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.

2. ClickCreate,andthenclickSetOperations.3. ClickSymmetricDifference,andthenselecttheinfosetinwhichyouwanttofind

identicaldataobjects.Dataobjectsthatarethesameintheprimaryandselectedinfosetareremoved,andtheremainingdataobjectsarethencombinedtoformthenewinfoset.

4. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.5. IntheNewInfosetNametextbox,enterthenameofthisinfoset.6. IntheDescriptiontextbox,enterthenameofthisinfoset.7. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysmustbeappliedtothis

infoset.Whenyouareexploringthisinfoset,theseselectedoverlaysareavailabletobeappliedwithintheDataMap.

8. Toreceiveanemailaftertheinfosetiscreated,selectEmailmewhentheprocessiscompletecheckboxandentertheemailaddressatwhichyouwanttobenotified.

CreatingasubtractioninfosetSubtractioninfosetsremoveobjectsthatarecontainedwithinthesecondaryinfosetfromtheprimaryinfoset.Theremainingobjectsthencreateasubtractioninfoset.

Procedure1. Selectaninfoset.Thisinfosetistheprimaryinfoset.

Note:Setoperationscanonlybeconductedonuserinfosets,notsysteminfosets.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.

2. ClickCreate,andthenclickSetOperations.3. ClickSubtraction,andthenselecttheinfosetthatyouwanttosubtractfromtheprimary

infoset.Dataobjectsthatarethesameintheprimaryandselectedinfosetareremoved,andtheremainingdataobjectsformthenewinfoset.

4. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.5. IntheNewInfosetNametextbox,enterthenameofthisinfoset.6. IntheDescriptiontextbox,enterthenameofthisinfoset.7. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysmustbeappliedtothis

8. Toreceiveanemailoncetheinfosetiscreated,selectEmailmewhentheprocessiscompletecheckboxandentertheemailaddressatwhichyouwanttobenotified.

ScopeoperationsContaineddata,suchasdatawithin.ZIP,.TAR,or.PSTfiles,ishierarchicalandcanhavemanydifferentrelationshipandconnections.Dependingonhowthatdataisviewed,thatdatacangiveadifferentperceptionthanwhatisrepresented.TheScopeOperationstabhelpsuserstounderstandmorefullywhatdataisrepresentedbydatasets.

Therearetwoactionsavailablewithinscopeoperations:

ExpandThisoperatorexpandsallofthefileswithinaninfoset.Anynestedhierarchiesorcontainedfilesareopened,expandingintoanewinfosetthatisapotentiallymoreaccuraterepresentationofthecontaineddata.Note:Ifthefileswithintheinfosetarenotcontainerfiles,thentheExpandoperatorhasnoeffect.

CollapseThisoperatorcollapsesorretractsalloftheopenedorexpandedfileswithinaninfoset.Itresultsinanew,smallerinfosetthatisapotentiallymoreaccuraterepresentationofthedata.Note:Ifthefileswithintheinfosetarenotcontainerfiles,thentheCollapseoperatorhasnoeffect.

ExpandingahierarchyWhenyouareusingscopeoperationstoexpandahierarchy,nestedhierarchiesandassociationssuchasmessagethreads,emailattachments,andcompressedarchivecontentsarenolongercompressed.Dataobjectcountslikelyeitherremainthesameorincrease.CollapsingahierarchyWhenyouareusingscopeoperationstocollapseahierarchy,nestedhierarchiesandassociationssuchasmessagethreads,emailattachments,andcompressedarchivecontentsarenolongerexpanded.Dataobjectcountscanpossiblyeitherremainthesameordecrease.

ExpandingahierarchyWhenyouareusingscopeoperationstoexpandahierarchy,nestedhierarchiesandassociationssuchasmessagethreads,emailattachments,andcompressedarchivecontentsarenolongercompressed.Dataobjectcountslikelyeitherremainthesameorincrease.

Procedure1. Selecttheinfosetinwhichyouwanttoexpandhierarchies.Thisinfosetistheprimary

infoset.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.2. ClickCreate.3. ClickScopeOperations.4. ClickExpand.Nestedhierarchiesandassociationsareexpanded,anddataobjectcounts

likelyeitherremainthesameorincrease.5. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.6. IntheNewInfosetNametextbox,enterthenameofthisinfoset.7. IntheDescriptiontextbox,enterthenameofthisinfoset.8. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysmustbeappliedtothis

10. ClickSaveandViewtowatchtheinfosetcreate,orclickSave.11. Reviewandvalidatetheobjectswithinthenewinfosetasneeded.

Parenttopic:Scopeoperations

RelatedconceptsScopeoperations

CollapsingahierarchyWhenyouareusingscopeoperationstocollapseahierarchy,nestedhierarchiesandassociationssuchasmessagethreads,emailattachments,andcompressedarchivecontentsarenolongerexpanded.Dataobjectcountscanpossiblyeitherremainthesameordecrease.

Procedure1. Selecttheinfosetinwhichyouwanttocollapsehierarchies.Thisinfosetistheprimary

infoset.Thenameoftheprimaryinfosetappearswithintheinfosetwindow.2. ClickCreate.3. ClickScopeOperations.4. ClickCollapse.Nestedhierarchiesandassociationsarecollapsed,anddataobjectcounts

likelyeitherremainthesameordecrease.5. ClickCreateNewInfoset.TheCreateNewInfosetdialogboxappears.6. IntheNewInfosetNametextbox,enterthenameofthisinfoset.7. IntheDescriptiontextbox,enterthenameofthisinfoset.8. ClickSelectoverlaysforthisinfosettodeterminewhichoverlaysmustbeappliedtothis

10. ClickSaveandViewtowatchtheinfosetcreate,orclickSave.11. Reviewandvalidatetheobjectswithinthenewinfosetasneeded.

Parenttopic:Scopeoperations

RelatedconceptsScopeoperations

EnhancementstoinfosetTheEnhancetabprovidesyouwithavisuallayoutofavailableenhancements.EnhancementsarecreatedasmodelswithinIBM®StoredIQAdministrator.Whenanenhancementisappliedtoaninfoset,itupdatesthatinfoset'sindex.

Table1.EnhanceoptionsanddescriptionsEnhanceOption DescriptionName Thenameoftheenhancementthatcanbeappliedtoaninfoset.Type Theenhancement'stype.Currently,theonlyoptionisAuto-class.Description Anoptionaldescriptionoftheenhancement.

IntheEnhancementsDetailsarea,asummaryoftheselectedenhancementisdisplayed,includingtheenhancement'sname,description,anditslastusagedate.

RunninganenhancementEnhancementsareanotherwaytorefineordistillanexistinginfoset.Withinanenhancement,existingpatternsandrulesareusedtodefinethecriteriaforwhichtheenhancementiscomprised.Byapplyinganenhancementtoaninfoset,thesamecriteriathatmakeuptheenhancementisappliedtotheselectedinfoset,creatinganew,refinedinfoset.SearchingforaspecificenhancementWhenyouhavemultipleenhancementsfromwhichtochoose,youcansearchforaspecificenhancementinsteadofusingtheslidertomovethroughavailableoptions.

RunninganenhancementEnhancementsareanotherwaytorefineordistillanexistinginfoset.Withinanenhancement,existingpatternsandrulesareusedtodefinethecriteriaforwhichtheenhancementiscomprised.Byapplyinganenhancementtoaninfoset,thesamecriteriathatmakeuptheenhancementisappliedtotheselectedinfoset,creatinganew,refinedinfoset.

AboutthistaskNote:Enhancementssuchasanauto-classificationmodelmustbecreatedanddefinedwithinIBM®StoredIQAdministratorbyanadministrator.IfanenhancementisnotavailablewithinIBMStoredIQAdministrator,contacttheadministrator.

Torunanenhancement:

Procedure1. Selecttheinfosetthatyouwanttoenhance.2. ClickEnhance.3. Selecttheenhancementthatyouwanttoapplytotheselectedinfoset.4. ClickRunEnhancement.TheRunEnhancementConfirmationwindowappears.ClickRun

andVieworRuntoruntheenhancement.

Parenttopic:Enhancementstoinfoset

RelatedconceptsEnhancementstoinfoset

SearchingforaspecificenhancementWhenyouhavemultipleenhancementsfromwhichtochoose,youcansearchforaspecificenhancementinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. Selecttheinfosetthatyouwanttoenhance.Theselectedinfosetappearsatthetopof

theinfosetwindow.2. ClickEnhance.3. IntheEnterkeyterms...textbox,enterthenameoftheenhancementsforwhichyou

wanttosearch,andthenpressSearch.Youcanentereitherthefullenhancementnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Enhancementsthatmatchtheenteredsearchtermarereturned.

4. Selecttheenhancement,andthenclickRunEnhancement.

Parenttopic:Enhancementstoinfoset

RelatedconceptsEnhancementstoinfoset

ActionsondataActionsarepreconfiguredoptionsthathelpyoutomanagedataobjectsthatarecontainedwithininfosets.

Note:ActionsmustbecreatedanddefinedwithinIBM®StoredIQAdministratorbytheadministrator.Theycanbescheduledtorunimmediatelyoratalatertimeanddate.IfanactionisnotavailablewithinIBMStoredIQDataWorkbench,contactyouradministrator.WithinIBMStoredIQDataWorkbench,youcanperformtheseactionsondataobjectswithininfosets:

BasicMoveAmoveactionmovesdataobjectsfromonelocationtoanother.Whenyouaremovinganobject,thedesignatedlocationmustbespecified.

BasicCopyAcopyactioncopiesdataobjectsfromasourcevolumetoadestinationvolume.

RetentionCopyThisactioncopiesdataobjectsfromasourcetoaretentionlocationforaspecifiedretentionperiod.

DiscoveryExportThisactioncopiesdataobjectsandgeneratesfilesforloadingintothird-partylegalreviewtools.

DeleteThisactionremovesdataobjectsfromthesourcevolumes.

WithintheModifyAttributepolicy,theseoptionsareavailablewithinthepolicy:

Setread-onlySetstheread-onlybitonfilesinaninfosetforCIFSandNFSdatasources.

Setread/writeSetstheread/writebitonfilesinaninfosetforCIFSandNFSdatasources.

Note:Formoreinformationandassistanceinusingactions,contactyouradministrator.

SearchingforaspecificactionWhenyouhavemultipleactionsavailabletochoose,youcansearchforaspecificactioninsteadofusingtheslidertomovethroughavailableoptions.SchedulingandrunninganactionFromtheActionstab,actionscanbescheduledtorunimmediatelyoratapredeterminedschedule,providingyouwithgreaterflexibilityandcontroloveryourdata.CancelingascheduledactionScheduledorqueuedactions'executionscanbecanceledbeforetheyrun.

SearchingforaspecificactionWhenyouhavemultipleactionsavailabletochoose,youcansearchforaspecificactioninsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. Selecttheinfosetonwhichyouwanttoact.Theselectedinfosetappearsatthetopofthe

infosetwindow.2. ClickAct.3. IntheEnterkeyterms...textbox,enterthenameoftheactionforwhichyouwantto

search,andthenpressSearch.Youcanentereitherthefullactionnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Actionsthatmatchtheenteredsearchtermarereturned.

4. Clicktheactionthatyouwanttoselect,andthenclickRun.

Parenttopic:Actionsondata

RelatedconceptsActionsondata

SchedulingandrunninganactionFromtheActionstab,actionscanbescheduledtorunimmediatelyoratapredeterminedschedule,providingyouwithgreaterflexibilityandcontroloveryourdata.

Procedure1. WithintheAvailableActionsarea,selecttheactionthatyouwanttoschedule,andthen

clickRunAction.TheActionSchedulingdialogboxappears.2. WithintheActionSchedulingdialogbox,youmustdetermineanactionschedule.Select

fromtheseoptions:Immediate:Ifyouselectthisoption,theactionisqueuedtorunimmediately.Scheduled:Ifyouselectthisoption,theactionisqueuedtorunaccordingtothescheduleyouset.IntheOntextbox,enterthedate,andintheattextbox,enterthetimethatthisactionisscheduledtorun.

3. Aftertheactionscheduleisset,clickRunandVieworRun.TheactioncanbeseenintheDetails>ExecutionLogtab.ActionsthatwerescheduledtorunimmediatelyshowasRunningintheTypecolumn.ActionsthatarescheduledtorunlaterarelistedasQueued.

CancelingascheduledactionScheduledorqueuedactions'executionscanbecanceledbeforetheyrun.

Procedure1. WithintheDetails>ExecutionLogtab,selecttheactionthatyouwanttocancel.Note:Inorderforanactiontobecanceled,itmustbescheduledorqueuedtorun.Youcannotcancelanactionthatisrunning.

2. IntheActionDetailsarea,clickCancelQueuedAction.TheCancelconfirmationwindowappears.

3. ClickOK.

ExplorationofinfosetsanddataTheExploretabprovidesyouwithavisuallayoutofaninfoset.Ataglance,youcanseehowmuchdatayouhave,itstype,itsoverlays,anddetailedinformationaboutspecificdata.Byclickingwithinthedatamapitself,youcanexplorethedataandanalyzevariousdetails.

DatamapsTheIBM®StoredIQDataWorkbenchdatamapprovidesavisuallayoutofyourdatawhilegivingyouin-depthinformationregardingdatasourcetypes,datacategories,sizeoramounts,thenumberofdataobjects,andmoredetails.GroupinganinfosetbydatasourcetypeWhenyouareanalyzingwhatdatasourcetypesareusedtocompriseinfosets,youcanselectdatasourcetypestodisplayinthedataviewer.ViewingdatawithdifferentviewsObjectswithininfosetscanbeviewedbydifferentdataviews,rangingfromcategoryorsizetoitslastaccessedormodifieddate.SelectingadataoverlayDataoverlays,whichareconfiguredduringinfosetcreation,canbeappliedtoaninfoset.DownloadingCSVdataDataforaselectedtileofaninfosetcanbedownloadedascomma-separate-valuefiles.

DatamapsTheIBM®StoredIQDataWorkbenchdatamapprovidesavisuallayoutofyourdatawhilegivingyouin-depthinformationregardingdatasourcetypes,datacategories,sizeoramounts,thenumberofdataobjects,andmoredetails.

Thedatamapcontainstheseareas.Table1.Datamaps

DataMapOption Description SeeAlso

GroupBy

TheGroupByareacontainstheseoptions:

DataSourceType:Thisviewdisplaysthedifferentdatasourcetypesthatmakeuptheselectedinfoset.Byselectingorclearingthedatasourcetypes,thedatamapautomaticallyreconfigures,providingyouwithavisualoverviewofyourdata.None:Thisoptionremovesdatasourcetypesfromthedatamap.

Formoreinformation,seeGroupinganInfosetbyDataSourceType.

ViewBy

TheViewByareacontainstheseoptions:

CategoryView:Youcanviewdatabycategory,includingcontainerfilesandarchives,images,spreadsheets,email,andsoon.SizeView:Youcanviewdatabysize,fromlessthan1MBtoover100GB.TheSizeViewisonlyactiveforinfosetsthathaveatop-levelcomposition.CreatedView:Youcanviewdatabycreateddatefromwithinthepast30daystomorethanfiveyearsago.LastModifiedView:Youcanviewdatabythelastmodifieddate,fromwithinthepast30daystomorethanfiveyearsago.LastAccessedView:Youcanviewdatabythelastaccesseddate,fromwithinthepast30daystomorethanfiveyearsago.

Byselectingorclearingtheviewingoptions,thedatamapautomaticallyreconfigures,providingyouwithavisualoverviewofyourdata.

Formoreinformation,seeViewingDatawithDifferentViews.

SelectDataOverlay

Dataoverlaysareavisualrepresentationofasavedfilter.Forexample,youmightcreatefiltersthatcanshowyouwhereobjectsthatcontaincredit-cardnumbers,SocialSecuritynumbers,orprohibitedwordscanbefoundwithinyoursystem.Note:Toapplyadataoverlay,youmustfirstcreateandsaveafilter.Formore

information,seeBuildingafilter.

Formoreinformation,seeSelectingaDataOverlay.

Withinthedatamap,youhavetheseviewing

DataMap

Withinthedatamap,youhavetheseviewingoptions.

ObjectCount:Ifthisoptionisselected,thedatamapdisplaysthenumberofobjectsandtheirpercentageofthatdatasourcewhenyouplacethepointeroveracategory.ObjectSize:Ifthisoptionisselected,thedatamapdisplaysthesizeandpercentageoftheobjectsforthatdatasourcewhenyouplacethepointeroveracategory.ObjectSizeisonlyactiveforinfosetsthathaveatop-levelcomposition.

Youalsohavetheseviewingoptions:

Squarify:Thisviewdepictsdataasunorderedsquaresratherthanrectangles.Slice&Dice:Thisviewdepictsdataasorderedrectangles.Strip:Thisviewstripsdata,simplydepictingitintheeasiestviewingaspectpossible.

Formoreinformation,seeGroupinganInfosetbyDataSourceType.

DataMapDetails

Thisareadisplaysdetailsaboutatilethatisselectedinthedatamap.Byclickinganindividualmaptile,detailsaboutthatspecifictilearedisplayed.Youcanalsoseethetotalnumberofdataobjectsreferredtobythemaptile.WithintheDataMapDetails,youhavetheseviewingoptions:

Volumes:IftheVolumesoptionisselected,thevolume'snameandviewselecteddisplaysintheDataMapDetailsfortheselectedtile.Thebargraphpopulatesautomaticallybasedonthecountorsizeoftheselectedtile.Owners:IftheOwnersoptionisselected,theownersofcontentdisplayswithinthattilearedisplayedintheDataMapDetails.Thebargraphpopulatesautomaticallybasedonthecountorsizeoftheselectedtile.

Note:Selectedtileshaveagreenborder.Tilesoverwhichthepointerwasplacedhaveablackborder.

TheDataMapDetailsalsoshowsyoutheTotalSizeoftheselectedtile.Thebargraphautomaticallypopulates,providingavisualrepresentationofhowthesizeoftheselectedtilerelatestothatofthesizeoftheinfosetasawhole

ByclickingViewFullList,theDataMapDetailsdialogappears.Fromhere,youcandownloadinformationabouttheselectedtiletoaCSVfile.

toaCSVfile.

Viewingxofxtotalobject

Underthedatamap,thisfielddisplaysthefollowingoptions.

IfObjectCountisselected,thisfigureindicatesthenumberofdataobjectsthatarebeingviewedcomparedtothetotalnumberofdataobjects.IfObjectSizeisselected,thisfigureindicatesthedataobjects'sizeinbytescomparedtothetotalbytesizeofthedataobjects.

Note:SelectedoptionssuchasDataSourceType,ObjectCount,andSlice&Dicewithintheuserinterfaceareblue.

Parenttopic:Explorationofinfosetsanddata

RelatedconceptsExplorationofinfosetsanddata

GroupinganinfosetbydatasourcetypeWhenyouareanalyzingwhatdatasourcetypesareusedtocompriseinfosets,youcanselectdatasourcetypestodisplayinthedataviewer.

Procedure1. Selecttheinfosetforwhichyouwanttoexploreitsdata.Thenameoftheselectedinfoset

appearswithintheinfosetwindow.2. ClickExplore.Thedatamapappears,providingavisualoverviewofthedatawithinthe

selectedinfoset.3. Toviewtheselectedinfosetandthedifferentdatasourcesituses,clickDataSource

TypeintheGroupByarea.Toviewonlytheinfosetwithoutitstypesofdatasources,clickNone.AcompletelistingofthedifferentdatasourcetypesthatmakeuptheselectedinfosetappearswithintheGroupByarea.

4. Selectandclearthecheckboxestotheleftofthedatasourcetypes.Datasourcesthatareclearedareremovedfromthedatamap,andtheviewisautomaticallyreconfiguredtoreflectthedatasourcesthatareselectedorclearedwithintheGroupByarea.

5. Usethedatamaptobetterunderstandyourinfosetandthedatasourcesthatareusedtomakeupthatinfoset.

ViewingdatawithdifferentviewsObjectswithininfosetscanbeviewedbydifferentdataviews,rangingfromcategoryorsizetoitslastaccessedormodifieddate.

selectedinfoset.3. ToviewtheselectedinfosetbyViewBycategories,selectoneofthesecategoriesinthe

list:CategoryView,SizeView,CreatedView,LastModifiedView,orLastAccessedView.Theinfosetisdisplayedwithinthedatamap,andthemaptilescorrespondtotheselectedviewtype.

Table1.ViewBySelectionOptionsViewByOption AvailableCategoryOptions

CategoryView

TheseoptionsareavailablewhenCategoryViewisselected:ContainerfilesandarchivesImagesSpreadsheetsMiscellaneousSystemfilesMultimediaComputerprogrammingWordprocessingPresentationEmailCollaboration

SizeView

TheseoptionsareavailablewhenSizeViewisselected:Lessthan1MB1MBto10MB10MBto100MB100MBto1GB1GBto10GB10GBto100GBOver100GB

Note:Thisoptionisonlyactivewhenyouareviewingatop-levelinfoset.

CreatedView

TheseoptionsareavailablewhenCreatedViewisselected:Last30days1-6monthsago6-12monthsago1-3yearsago3-5yearsagoOver5yearsago

LastModifiedView

TheseoptionsareavailablewhenLastModifiedViewisselected:Last30days1-6monthsago6-12monthsago1-3yearsago3-5yearsagoOver5yearsago

LastAccessedView

TheseoptionsareavailablewhenLastAccessedViewisselected:Last30days

1-6monthsago6-12monthsago1-3yearsago

1-3yearsago3-5yearsagoOver5yearsago

4. Selectandclearthecheckboxestotheleftoftheviewingoptions.Theviewingoptionsthatareclearedareremovedfromthedatamap,andtheviewisautomaticallyreconfiguredtoreflecttheoptionsthatwereselectedorclearedwithintheViewByarea.

5. Usethedatamaptobetterunderstandyourinfosetandthedatasourcesthatareusedtomakeupthatinfoset.

SelectingadataoverlayDataoverlays,whichareconfiguredduringinfosetcreation,canbeappliedtoaninfoset.

selectedinfoset.3. Selectthedataoverlaythatyouwanttoapplytotheinfoset.Formoreinformation,see

Creatinganoverlay.

DownloadingCSVdataDataforaselectedtileofaninfosetcanbedownloadedascomma-separate-valuefiles.

Procedure1. SelecttheinfosetforwhichyouwanttodownloadCSVdata.2. ClickExplore,andthenselectatileintheDataMap.3. InDataMapDetails,clickViewFullList.TheDataMapDetailsdialogboxappears.4. ClickDownloadtoCSV,andthenopenorsavetheCSVfileasneeded.

ExceptionsExceptionlistscontainvariousdataobjectssuchasfiles,emails,whichencounteredanerrorwhenanactionwasconductedontheinfoset.Thislisthelpsyoutoknowexactlywhatdataneedsattentionduetosomeerrororexception.Italsoservesasaninformationaltraceofwhatwentwrongduringtheprocess.

TheExceptionstabisdividedintothreeareas:Event,Types,andExceptionObjects.WhenyouselectanexceptionwithineithertheEventorTypesareas,contextualdetailsfortheselectedexceptionappearwithintheExceptionObjectsarea.

EventsTable1.Eventscolumndefinitions

EventsColumnHeading Definition

Name Thenameoftheexception.Started Thedateandtimeatwhichtheexceptionstarted.Type Theactiontype.

TypesTable2.Typescolumndefinitions

TypesColumnHeading Definition

NameThenameoftheexceptionthatwasappliedtothedataobjects.OptionsincludeExportError,FileAccessError,FileCopyError,NetworkError,Other,PermissionsError,ServerError,SystemError,orUnsupportedAction.

Severity Theseverityleveloftheexception.%ofInfoset Thepercentoftheinfosetwitherrors.Count Thenumberofdataobjectswithanerror.Size Thesizeofdataobjectswithanerror.

ExceptionobjectsTable3.Exceptionobjectscolumndefinitions

ExceptionObjectsColumnHeading Definition

Name Thenameoftheexceptionobject.Timestamp Thedateandtimeoftheexception.Event Therunactionthatresultedintheexception.Exception Thetypeofexceptionencountered.

MessageBasedontheexceptiontype,thismessageprovidesadditionalinformationabouttheexceptionitselfusinginformationthatispulledfromtheauditlog.

Filesize Theexceptionobject'sfilesize.

Filepath Thefilepathtotheexceptionobject'slocation.

RegardingStep-UpSnippets:TheExceptionstabdoesnotreportexceptionsforastep-upsnippet.Toseethoseexceptions,checktheharvestauditsonindividualdataservers.

Searchingforaspecificexceptionobject

Whenyouhavemultipleexceptionobjectstochoose,youcansearchforaspecificexceptionobjectinsteadofusingtheslidertomovethroughavailableoptions.ViewingexceptionobjectdetailsTheExceptionObjectDetailsdialogboxdisplaysexceptiondetailsthatresultfromdifferentdataobjects.ExportingtheexceptionobjectslistUsethisproceduretoexportaCSVlistoftheexceptionobjectsthatarelistedintheExceptionObjectsarea.

SearchingforaspecificexceptionobjectWhenyouhavemultipleexceptionobjectstochoose,youcansearchforaspecificexceptionobjectinsteadofusingtheslidertomovethroughavailableoptions.

Procedure1. ClickExceptions.2. IntheEnterkeytermshere...textboxoftheExceptionsObjects,enterthenameofthe

exceptionobjectandthenpressSearch.Youcanentereitherthefullexceptionobjectnameoraportionofit.Toremovethesearchterm,clicktheXtotheleftoftheEnterkeyterms....textbox.Exceptionobjectsthatmatchtheenteredsearchtermarereturned.

3. Clicktheexceptionobjectthatyouwanttoselect.

Parenttopic:Exceptions

RelatedconceptsExceptions

ViewingexceptionobjectdetailsTheExceptionObjectDetailsdialogboxdisplaysexceptiondetailsthatresultfromdifferentdataobjects.

Procedure1. Selecttheexceptionobjectsforwhichyouwanttoviewdetails.2. ClickViewDetails,andtheExceptionObjectDetailsdialogboxappears.Thisdialogbox

displaysdetailsaboutthedataobjectthatcausedtheexception.3. ClickNextorPrevioustoviewdifferentdataobjectsthatcausedtheexceptions.4. Afteryoufinishviewingexceptionobjectdetails,clickClose.

ExportingtheexceptionobjectslistUsethisproceduretoexportaCSVlistoftheexceptionobjectsthatarelistedintheExceptionObjectsarea.

Procedure1. Selecttheevent,type,andexceptionobjectsthatyouwanttoexport.2. ClickExportExceptionObjectsList.TheExportExceptionsObjectListdialogbox

appears.3. TosendanextracopyoftheCSVfiletoanotherperson,selecttheAlsosendacopyto

thefollowingaddresscheckboxandentertheemailaddressinthetextbox.TheexceptionsobjectlistisexportedasaCSVfile,andalinktothelocationisemailed.

4. ClickOK.

FilterconditionreferenceandexpressionlanguageThisappendixprovidesin-depthinformationaboutfull-textandattributeconditionsandhowtousetheexpressionlanguage.

Full-textsyntaxThefull-texteditorsupportsfull-textsyntax.Full-textmacrosTheIBM®StoredIQPlatformfull-textfiltersupportsasetofpredefinedmacros.ExtendedASCIIcharactersExtendedASCIIcharactersarehandledseveraldifferentwaysinthefull-textfilter.Somearespecialcharacterswhileothersaretreatedasspaces.Somearetreatedaslettersthatdependonthespacesaroundthecharactersandtheconfiguredfull-textsettings.AttributeconditionreferenceThefollowingsectionexplainshowtotypeinareferencetoanattributecondition.SpecificationofattributeconditionsAttributes,entity,tag,orquerycanbedividedupinseveralways.TypeofobjecttomatchForanyattributecondition,youcanspecifywhatobjectthatconditionmustmatch.FilterconditionreferenceandexpressionlanguageThisappendixprovidesin-depthinformationaboutfull-textandattributeconditionsandhowtousetheexpressionlanguage.MultiplematchingvaluesforoperatorsYoucangivemultiplematchingvaluesthatusethefollowingoperators.At-leastexpressionsOnoccasion,itishelpfultospecifythatsomenumberofconditionsmustbetruebeforeanobjectisconsideredtomatch.Theseexpressionsarecalledat-leastexpressionsbecauseatleastXsubexpressionsmustmatchanobjectbeforetheobjectmatchestheoverallexpression.ParentandchildconditionsThisparentandchildconditionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.No-inheritanceconditionsTheno-inheritanceconditionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.AnalyticsfilterexpressionsTheanalyticsfilterexpressionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.

Parenttopic:Filterconditionreferenceandexpressionlanguage

Full-textsyntaxThefull-texteditorsupportsfull-textsyntax.

Thefull-textfeaturesupportsawiderangeoffull-textsyntaxtobroadenornarrowfilters.Aone-wordtermlikeSeptemberreturnsresultsfromallharvesteddataobjectsthatincludethetermintheircontent.Wordmatchingiscase-insensitive.Alistofwordsmatchanyofthosewords.Forexample,SeptemberOROctobermatchallobjectsthatcontaineitherSeptemberorOctober.

GroupingWhenyouareexaminingtext,IBM®evaluatestherequestedoperatorsandgivesprecedencetosomeoverothers.Theserulesaredescribedinthefollowinglist.

Note:Right-associativeandleft-associativemeansthatwhenparenthesesareusedtogroupoperators,theexpressioninparenthesesisgiventhehighestprecedence.Ifnoparenthesesareusedintheexpression,associativityrulesareusedinstead.Right-associativemeansthattheoperatorisgroupedinitiallywiththeoperandtoitsright.Left-associativemeansthattheoperators/operandstotheleftareevaluatedbeforetheoperators/operandstotheright.

1. NOT,right-associative."OctoberNOTNovemberORDecember"means"(OctoberAND(NOTNovember))ORDecember".

2. Proximityoperators("w/"and"pre/"),left-associative."Octoberw/3Novemberpre/5December"means"(Octoberw/3November)pre/5December".("October"and"November"mustbewithinthreewordsofeachother,butbothmustbebefore"December"bynomorethanfivewords.)"Octoberw/3NovemberandDecember"means"(Octoberw/3November)andDecember".

3. TheANDoperator,left-associative."OctoberANDNovemberORDecember"means"(OctoberANDNovember)ORDecember".

4. TheORoperatorornooperator,left-associative."OctoberNovemberORDecember"meansthesameas"(OctoberORNovember)ORDecember".

BooleanOperatorsThistablelistsBooleanoperatorsyntaxanddescriptions.

Table1.BooleanoperatorsyntaxItem Description

Whenusedbetweentwoterms,theANDoperatorensuresthatbothtermsappearinthedataobject.Forexample,thefilterchairmanANDstockreturnsonlydataobjectswherechairmanandstockbothappear.Thedoubleampersand(&&)canbeusedinsteadoftheANDoperator.ANDcanbeuppercaseorlowercase.

Whenusedbetweentwoterms,theORoperatorreturnsdataobjectswhereeithertermappears.Forexample,thefilterchairmanORstockreturnsdataobjectsthathavechairman,stock,orbothinthedataobject.Thedoublepipe(||)canbeusedinsteadoftheORoperator.ORcanbeuppercaseorlowercase.

Whenusedbeforeaterm,theNOToperatorensuresthatthefollowingtermdoesnotappearinanydataobjectsreturned.Forexample,AppleNOTIBMreturnsdataobjectswherewordAppleappears,butnotIBM.YoucanthinkoftheNOTitemas"andnot"or"butnot".Theexclamationpoint(!)canbeusedinsteadoftheNOToperator.NOTcanbeuppercaseorlowercase.

MultipleTermsorTermPhraseThistablelistsmultipletermsortermphrasesyntaxitemsanddescriptions.

Table2.TermsItem Description

""and*

Quotationmarksaroundatermphrasereturndataobjectsthathavethatphraseinorderinadataobject.Forexample,"September201998"returnsonlydataobjectswiththeexactphraseofSeptember201998.Doublequotationmarksallowforwildcardsintermswhereassinglequotationmarksdonot.Atermphrasehasthestopwordsremoved.Forphraseswithdoublequotationmarks,allwildcardcharactersinthephrasearematchedaswildcards.Forphraseswithsinglequotationmarks,thewordsaredividedonwhitespaceandfilteredforexactlyastheyareentered.Forexample,"stockANDoption*"returnsresultswithbothstockoptionandstockoptions.ThewordANDisignoredasastopword.

Multi-term,noBooleanoperators

AfilterforamultiplewordwithoutBooleanoperatorsorquotationmarksisanimpliedORfilter.Forexample,September201998returnsdataobjectsthathaveSeptemberOR20OR1998.Stopwordsareremoved.

Grouping

GroupingwithBooleanoperatorsandparenthesesallowsuserstonarrowresultsbyusingattributes.Forexample,($10ORbillion)ANDoptionsreturnsdataobjectswhere$10orbillionmightbeinthedataobject,butoptionsmustexist.Booleanoperators(AND,OR,NOT)workinagroupingorinaproximitygroup.So("SaharaDesert"AND"SoutheastAsia")OR("PacificOcean"AND"Bavaria")returnsdataobjectsthathaveSaharaDesertandSoutheastAsiaorPacificOceanandBavaria.

WildcardThistablelistswildcardsyntaxitemsanddescriptions.

Table3.WildcardItem Description

*(Asterisk)

Asingleasteriskfindsmultiplecharactersorlettersatbeginningofaterm.Anasteriskthatisplacedbeforeapartialwordfindstermsthatendwiththoseletters.Forexample,afilterfor*ololreturnsresultsforbetaxolol,carteolol,levobetaxolol,levobunolol,metipranolol,andtimolol.Anasteriskmatchesanynumberofcharactersinthemiddleofaterm.Anasteriskthatisplacedinthemiddleofatermfindstermsthathavethosecharactersoneithersideoftheasterisk.Forexample,te*treturnsresultsfortext,test,tent,andtempest.Anasteriskthatisplacedafterapartialwordfindstermsthatbeginwiththoselettersattheendofaterm.Forexample,afilterforap*returnsresultsforApple,April,applied,andapplication.Anasteriskalonefindsallobjects.

Thequestionmarkmatchesasinglecharacter.Forexample,compl?returnsresultsforcomplybutnotcompliesorcompliance.Afilterforap?findsape,butnotapple.Tofilterformorethanonecharacter,useaquestionmarkforeachletter,forexample,ap??e.

example,ap??e.

ProximityThistablelistsproximitysyntaxitemsanddescriptions.

Table4.ProximitysyntaxItem Description

Filteringusesthew/xsyntax(xrepresentsthenumberoftermsbetweenthetwoterms)tousetherelationshipbetweentermstogetmoretargetedresults.Atwo-termfilterwithonetermthatappearsatthebeginningofadataobjectandtheotherattheendmightnotbeasrelevantaswhenthetermsappearinthesameparagraphorsentence.Forexample,inanSECdataobject,chairmanw/15optionsisamorerelevantfilterthanchairmanANDoptionsappearinginthesamedataobjectthatmightbeseveralpageslong.w/0matchestermsthatarenexttoeachotherinanyorder.w/1matchesfortermswithonewordbetweenthem.Thetermscanappearinanyorderinthedocument.Groupingwithproximityallowsforevenmoretargetedresults.Forexample,("SaharaDesert""SoutheastAsia")w/5("PacificOcean"Bavaria)findseitherSaharaDesertorSoutheastAsiawithinfivetermsofPacificOceanorBavaria.Termscanhavewildcardsorphrases.

Thepre/xsyntax(xrepresentsthenumberoftermsbetweenthetwoterms)enablesuserstofurthertargetproximityfiltersbydictatingwhichtermcomesbeforeanotherterminthedataobjectandhowfarbeforeitis.Forexample,chairmanpre/15optionsreturnsdataobjectswherechairmancomesupto15termsbeforeoptions.pre/0matchestermsthatarenexttoeachotherandinthesameorder.pre/1matchestermswithatmostonewordbetweenthemandinthesameorder.Termscanhavewildcardsorphrases.

RelatedconceptsFilterconditionreferenceandexpressionlanguage

Full-textmacrosTheIBM®StoredIQPlatformfull-textfiltersupportsasetofpredefinedmacros.

Amacroisanabbreviatedsetofinstructionsthatareusedincommonfilterpatterns.Forexample,thefilter{SSN}findsanydocumentthatcontainsSocialSecuritynumbers.

Full-textmacroshavethefollowingcharacteristics:

Amacroisanalphanumericnamethatisenclosedincurlybraces,forexample,{SSN}.Amacro'snameiscaseinsensitive.Forexample,themacro{ssn}isthesameasthemacro{SSN}.The{(leftcurlybrace)canhaveaspaceafterit.The},rightcurlybrace,canhaveaspacebeforeit.Forexample,{SSN}isthesameas{SSN}.Themacro'svalueisreplacedinthemacro'sfull-textquery.Then,thefilterisparsedandrun.Anyunrecognizedmacroresultsinasyntaxerror.Regularexpressions,thatisnamedcharacterclasses,donotmatchmacros.Thatis,aregularexpressionlike\p{Lower}(matchesanylowercaseASCIIcharacter)isnotrecognizedasamacro.

ThefollowingmacrosaredefinedwithinIBMStoredIQPlatform'sfull-textfeature.Eachofthesemacrosisahigh-confidencemacro.Itmeansthatthefilter{SSN}findsanydocumentthatcontainsSocialSecuritynumberswithhighconfidencethatthematchesreallyareSocialSecuritynumbers.TofindanythingthatmightbeaSocialSecuritynumber,usethelow-confidencemacro{SSN-lc}.

Macroscanbecombinedwithanyotherfull-textexpression,suchas{SSN}w/5"JohnDoe".

{SSN}:SocialSecuritynumbers,whichcanincludedashesandnumbers{USPhone}:USphonenumbers,whichcanincludedashes,dots,parentheses,numbers,andletters.Thismacrocanfilterformnemonicslike1-800-flowers.{InternetAddress}:LegalIPaddresses,eitherasnumbersorasnames,whichcanincludedots,numbers,andletters.{EmailAddress}:Legalemailaddresses,whichcaninclude@,dots,numbers,andletters.{CCAmex}:AmericanExpresscredit-cardnumbers,whichcanincludedashesandnumbers.{CCDiners}:DinersClubcredit-cardnumbers(includingenRoutecredit-cardnumbers),whichcanincludedashesandnumbers.{CCDiscover}:Discovercredit-cardnumbers,whichcanincludedashesandnumbers.{CCJCB}:JCBcredit-cardnumbers,whichcanincludedashesandnumbers.{CCMC}:MasterCardcredit-cardnumbers,whichcanincludedashesandnumbers.{CCVisa}:Visacredit-cardnumbers,whichcanincludedashesandnumbers.{CreditCard}:Anycredit-cardnumberfromthelistedproviders.

ExtendedASCIIcharactersExtendedASCIIcharactersarehandledseveraldifferentwaysinthefull-textfilter.Somearespecialcharacterswhileothersaretreatedasspaces.Somearetreatedaslettersthatdependonthespacesaroundthecharactersandtheconfiguredfull-textsettings.

Ifthefull-textsettingisconfiguredtoindexwithspecialcharactersorpunctuation,thosespecialcharactersorpunctuationmarksareindexedandcanbesearchedforinfilters.Ifthatcharacterisnotconfiguredunderthesettingthatismentionedinthepreviousbulletpoint,refertothefollowingtabletoseewhatbehaviorappliestothecharacter.

Table1.ExtendedASCIICharactersyntaxExtendedASCII

CharacterSyntax

Description

Specialcharacters

Somespecialcharactersgeneratesyntaxerrorsbecausetheycannotbeprocessed.Eitherremovethecharacterfromthefilterorsurroundthefilterwithsinglequotationmarks.Forexample,afilterforhello!withoutquotationsgeneratesanerror.However,ifthefilteris'hello?'(withsinglequotationmarks),thequerycanbeprocessed.Whetheryougetresultsthatmatchthetermdependsonthefull-textindexingsettingswithwhichthevolumewasharvested.

If!isonthelistofspecialcharactersthatareindexed,thenthefiltertreatsthe!asaletter,andthefilterfindsresultsforthedocumentsthatcontain!.If!isnotonthelistofspecialcharacters,thefiltertreats!asaspaceanddocumentsthatcontain!arenotfound.

Mostspecialcharacterscanalsobesearchedforwithquotationmarks.Forexample,"hello!"findshello!.Thedifferencebetweenquotationmarksandsinglequotationmarksisthatquotationmarksalsohaveanotherfunction:tofindwordsthatarenexttoonanother.Becauseofthis,specialcharactersthatareusedelsewhereinthesyntax,suchas*and?,aretreatedasthefull-textoperatorsforwildcardsinsteadofasthecharacters*and?.

Whenyouarefilteringforsinglequotationmarks,youcansurroundtheexpressionthatyouarefilteringforwithsinglequotationmarkstofindit.Forexample,ifyouconfiguredtheappliancetotreatquotationmarksasletters,youcanfilterfor"Joe's"tofindthewordJoe's.

Thesespecialcharactersgenerateerrorsunlesssurroundedbyquotationmarks:@-/&:!(){}[]^~:,#$%=_

Period(.)

Aperiodwithnospaceoneithersideistreatedlikealetter.Forexample,afilterfor172.16.0.46findsthewholenumberof172.16.0.46,notpartialnumbersof172,16,046.

Aperiodwithaspaceoneithersideistreatedasaspaceandignored.Forexample,afilterfor"1234MahanaSt."ignorestheperiodandjustfinds1234MahanaStonlywithoutaperiod.

At(@)An@symbolisindexedlikealetterwhentherearenospacesoneitherside.Forexample,afilterforjdoe@yourcompany.comfindstheentireemail

address.An@symbolwithaspaceoneithersideoronesideistreatedasaspaceandignored.Forexample,@homefindshomeinthedataobject.

Hyphen(-)Ahyphenisindexedlikealetterwhentherearenospacesoneitherside.Forexample,afilterfor012-44-5668findstheentirenumber,not012,44,5668asseparatenumbers.Ahyphenwithaspaceoneithersideistreatedasaspaceandignored,exceptwhenfollowedbynumerals,suchas"-1".

Slash(/)Aslashisindexedlikealetterwhentherearenospacesoneitherside.Forexample,afilterfor10/30/1940findstheentireexpression10/30/1940(andnot10301940)asseparatenumbers.

Ampersand(&)

Anampersandisindexedlikealetterwhentherearenospacesoneitherside.Forexample,afilterforS&PfindsS&Pinthedataobjects.However,afilterforProctor&GamblewithoutquotationmarksfindseitherProctororGamble.Afilterwithquotationmarks"Proctor&Gamble"findsthephraseProctorGambleonly.

Colon(:)Acolonisconsideredaspecialcharacter.Termswithcolonscanbefilteredeitherbysurroundingthetermwithsinglequotationmarks,'21:35:15'.Specifyingtermswithcolonswithoutthesinglequotationmarksresultsinaninvalidsyntaxerror.

Apostrophe(')

Theapostropheistreatedasaspacewhenitisapossessive.Forexample,afilterforpatient'sreturnsresultsforpatient.However,embeddedapostrophes,likeinthenameO'Hara,arenotconsideredaspaceandareindexedasawholeword.

Anapostropheistreatedasasinglequotationmark,soitmustalwaysbequotedwithdoublequotationmarks.

Comma(,)Commasareleftinwhensurroundedbynumerals,andthosenumeralsmakealegitimatenumber.Forexample,"1,000"isindexedas1,000,but"10,00"isindexedas10and00.Inallothercases,acommaistreatedasaspace.

Numbersign(#),Dollarsign($),Percent(%),Equalsign(=),Underscore(_)

Thesecharactersaretreatedaswhitespaceinthefilter.Forexample,asearchfor$100returnsresultsforthenumber100whether100referstodollars,apercentage,orawholenumber.

AttributeconditionreferenceThefollowingsectionexplainshowtotypeinareferencetoanattributecondition.

Ifyoualwaysselectanattributefromthecustomfiltersoroneoftheattributegroups,xxxtakescareoftheattributereferenceforyou.Ifyoudonotselectanattributefromthecustomfiltersoroneoftheattributegroups,thenyouneedtoreviewandusethissection.

Atypedattributereferenceiscomposedofseveralparts:attribute-typepath/attribute-name.Theattribute-typegivesthespecifictypeofattributetowhichthepathandattribute-namerefer.Thisprefixisashortprefixoftheattributetype.Attributescanhaveduplicatenames,evenwithinonefolder.

Table1.AttributetypeprefixAttribute-type

Prefix Description

"att:"or“@” Thisprefixisasystem-definedattributeoruser-definedentity.

The"path"describesthefolderpathtotheattribute.Generally,itisoptional,butitisrequirediftheattributenamealoneisnotunique.Youdonotneedtotypethefullfolderpathtoanattribute.

Ifanattributenameorfolderpathnamehasspacesorpunctuationinit,thenyoumustenclosethenameindoubleorsinglequotationmarks.However,youdonotneedtoquotetheforwardslash('/')betweenfoldersorbeforetheattributename.Itisnotlegaltohavepartofanattributenamequoted;allofitmustbequoted.Youmustneverquotetheattributetypeprefix.

SpecificationofattributeconditionsAttributes,entity,tag,orquerycanbedividedupinseveralways.

Whattypeofvaluesdoestheattributehave?Attributescanhavevaluesofnumber,string,enumeration,boolean,ordate.Anenumerationattributeisanattributethathasalimitedsetofpossiblevalues,whichareshowninalist.

Whenanattributeisacompoundattribute,eachofitssubattributesalsohasavaluetype:string,enumeration,boolean,ordate.Thesubattributescanalsobeeithersparseordense.Currently,allsubattributesaresingle-valued.Compoundattributescanalsobesparseordense.(Currentlyallcompoundattributesaresparse.)

Doallobjectshaveavalueforthisattribute?Iftheobjectsallhaveavalue,itisknownasadenseattribute.Iftheobjectsdonothaveavalue,itisknownasasparseattribute.AllobjectshaveanObjectnamevalue,soObjectnameisadenseattribute.OnlysomeobjectshaveaCCattributevalue,soCCisasparseattribute.Cananattributehavemultiplevalueswithinoneobject?Eachobjecthasonename,soObjectnameisasingle-valuedattribute.TheremightbemultipleTovaluesonanemail,soToisamultivaluedattribute.Compoundattributescanbesingle-valuedormultivalued.Acompoundattributeneverexistswhereallofitssubattributevaluesaremissing.

Theseconditionoperatorsareapplicabletoeachattributecategory.

Note:Forillustrationpurposes,someoperatorsareshowninuppercase,andsomeareshowninlowercase.Theparserrecognizesoperatorsineitheruppercaseorlowercase.

ConditionsforstringattributesTagsareconsideredsingle-valued,sparsestringattributes.Theyarenotconsideredenumerationattributes,eventhoughtheyhavealimitedsetofpossiblevalues.ConditionsforenumerationattributesSomeattributeshavealimitedsetofpredefinedvaluesthattheycanmatch,whicharecalledenumerationattributes.ConditionsfordateattributesTheconditionsfordateattributesarelistedasfollows.ConditionsfornumberattributesConditionsfornumberattributesarelistedasfollows.ConditionsforsparseattributesTheconditionsformultivaluedandsinglevaluedsparseattributesarelistedasfollows.ConditionsforcompoundattributesConditionsforcompoundattributesarelistedasfollows.ConditionsformultivaluedattributesConditionsformultivaluedsparseordenseattributesarelistedasfollows.AccessmodeattributeSpecifiesanattributethatcanbeusedinasearchexpressionforcreatinginfosetsthatarebasedoncertainfileattributesthatarecollectedduringharvests.

ConditionsforstringattributesTagsareconsideredsingle-valued,sparsestringattributes.Theyarenotconsideredenumerationattributes,eventhoughtheyhavealimitedsetofpossiblevalues.

attribute=valueorattributeisvalue

attribute!=valueorattributeisnotvalue

attributecontainsvalue

attributedoesnotcontainvalue

attributestartswithvalue

attributedoesnotstartwithvalue

attributeendswithvalue

attributedoesnotendwithvalue

attributematchesvalue

attributedoesnotmatchvalue

Thevaluecanbeasingleword,adouble-quotedstring,orasingle-quotedstring.Formatches,thevalueisaregularexpressionwithinquotationmarks.

Parenttopic:Specificationofattributeconditions

RelatedconceptsSpecificationofattributeconditions

ConditionsforenumerationattributesSomeattributeshavealimitedsetofpredefinedvaluesthattheycanmatch,whicharecalledenumerationattributes.

Inthiscase,only'='and'!='operatorsaresupported.

Alistofenumerationattributesisasfollows:

ContainertypeIs-part-ofBoxreasonEncryptiontypeSystemprocessingstateContentprocessingstateBinaryprocessingstateSystemerrorcodeContenterrorcodeBinaryerrorcodeMessagetypeLatestreviewstatusObjectcategory

ConditionsfordateattributesTheconditionsfordateattributesarelistedasfollows.

attribute!+valueorattributeisnotvalue

attribute<value

attribute<=value

attribute>value

attribute>=value

attributebetweenvalue1andvalue2

attributenotbetweenvalue1andvalue2

Thevaluecanhaveoneoftwoforms:anexplicitdateorarelativedatethatisoffsetfromtoday.

AnexplicitdateisintheformofYYYY-MM-DD,forexample,2009-03-08.

Otherdateformatsaresupported.Timeisnotsupported.Thedatesareallinterpretedasmidnightofthelisteddate.

Arelativedateoffsetisspecifiedasapositivenumber,followedbyarequireddateunits,andtheagooraheadkeyword.Theagokeywordisthedefaultandmeansadateinthepast.Theaheadkeywordmeansadateinthefuture.Forexample,3monthsago,3daysahead,or3weeksaheadarelegalrelativedates.Thealloweddateunitsareasfollows:

daysweeksmonthsyears

Thisfunctionisalsosupported:

-3days=3daysago+3weeks=3weeksaheadNote:Monthsareconsideredas30days;yearsareconsideredas365days.Normally,relativedateoffsetsareinthepast,butsomedatescanbeinthefuture,suchasaRetentionexpirationdate.Forthesereferences,usetheaheadkeywordinsteadofago.Relativedateoffsetscanalsobegivenasapositiveornegativenumber,suchas-3daysor+3monthswithouttheagooraheadkeyword.Inthiscase,negativenumbersareconsideredinthepastandpositivenumbersareconsideredinthefuture.

ConditionsfornumberattributesConditionsfornumberattributesarelistedasfollows.

attribute<value

attribute<=value

attribute>value

attribute>=value

attributebetweenvalue1andvalue2

attributenotbetweenvalue1andvalue2

Thevalueisapositiveornegativeinteger.Sizeattributes(SizeandSize(ondisk))cantakeanoptionalsizeunitafterthenumber.Theseamountsarethelegalsizeunits.

borbytesforsinglebyteskorkbforkilobytesmormbformegabytesgorgbforgigabyteskorkbforkilobytes

Note:Thedefaultsizeunitisbytes.Sizeunitsarebasedonmultiplesof1024,not1000.Eventdurationcanhavetimeunits.Thesetimeamountsarethelegalsizeunits:

morminutesforminuteshorhoursforhoursdordaysfordays

ConditionsforsparseattributesTheconditionsformultivaluedandsinglevaluedsparseattributesarelistedasfollows.

attributeAPPEARSattributeNOTAPPEARSorattributeDOESNOTAPPEAR

Theseconditionsspecifywhethertheattributehasanyvaluesformatchingobjects.Inthiscase,itmeansthatoneofthesubattributeshasavalueonthisobject.Tagsareconsideredsingle-valued,sparsestringattributes.

Itisnotanerrortospecifytheseconditionsondenseattributes.However,ifyoudo,theparserwarnsyouthattheconditionisalwaystrueorfalse.Theseoperatorscanalsoapplytocompoundattributes.Inthiscase,itmeansthatoneofthesubattributeshasavalueonthisobject.Note:Asabackwardcompatiblemeasure,ifatt:attributeappearsisgivenonadense,booleanattribute,itisconvertedintoatt:attribute=true.Ifnotappearsisgiven,itisconvertedintoatt:attribute=false.

ConditionsforcompoundattributesConditionsforcompoundattributesarelistedasfollows.

attributeWHERE<sub-attribute-condition>attributeWHERE(<sub-attributeexpression>)

A<sub-attribute-condition>isjustlikeanyoftheattributeconditionsthataredescribedexceptitisonasubattributeofthecompoundattribute.Additionally,a<sub-attribute-condition>canbejustthesubattributename.ItisequivalenttothesubattributeAPPEARS.

A<sub-attribute-expression>isanycombinationof<sub-attribute-condition>'scombinedwithAND,OR,orNOT.Thisexpressionmustbeenclosedinparentheses.The<sub-attribute-expression>canalsobeempty.Inthiscase,itisthesameasattributeAPPEARS.

ThisexampleusesWHEREexpressions:

att:"Siteowner(SharePoint)"WHEREname="JohnSmith"att:"Siteowner(SharePoint)"WHERE(name="JohnSmith"ANDurlAPPEARS)att:"Siteowner(SharePoint)"WHERE(name="JohnSmith"ORurlNOTAPPEARS)att:"Siteowner(SharePoint)"WHERE()

Note:Thisexpressionisthesameasatt:"Siteowner(SharePoint)"APPEARS.

att:"Siteowner(SharePoint)"WHERE(name)

Note:Thisexpressionisthesameasatt:"Siteowner(SharePoint)"WHEREnameAPPEARS.

ConditionsformultivaluedattributesConditionsformultivaluedsparseordenseattributesarelistedasfollows.

attributeAPPEARSoperatornumber

attributeAPPEARSUNIQUEoperatornumber

Theseoperatorscanalsoapplytocompoundattributes,andtheoperatorcanbeoneofthefollowingoperators:

=>>=<<=

Theoperatornumberspecifiesaconditiononthenumberofvaluespresentfortheattributeonanymatchingobject.

Ifoperatornumberisnotgiven,then>0isassumed.IfUNIQUEisgiven,itspecifiesthenumberofuniquevaluespresentfortheattributeonanymatchingobject.

Itisnotanerrortospecifytheseconditionsonsingle-valuedattributes.However,ifyoudo,theparserwarnsyouthattheconditionisalwaystrueorfalse.

AccessmodeattributeSpecifiesanattributethatcanbeusedinasearchexpressionforcreatinginfosetsthatarebasedoncertainfileattributesthatarecollectedduringharvests.

Accessmodeattributesupportstheseoperators:APPEARS,NOTAPPEARS,andWHERE.

TheSubjectsubattributesupportstheseoperators:IS,ISNOT,=,!=,any(),andall().

TheReadableandWritablesubattributesbothsupporttheseoperators:IS,ISNOT,=,and!=.

Forexample,

Tofinddataobjectsforwhichyoucollectormaintaininformationaboutthereadorwritefilesystemflags,enteratt:"AccessMode"appears.Thissearchreturnseverysystem-levelobjectonCIFSorNFSvolumes.Tofinddataobjectsthatarewritablebyeitherofthethreetypesofsubjects,enteratt:"AccessMode"where(Subjectisany(Owner,Group,Others)andWritableisTrue)oratt:"AccessMode"where(WritableisFalse).Thesetwoexamplesaresemanticallyidentical.Ifyouthinkofther/w/xflagsasseparategroupsofflags(thatis,rwx|rwx|rwx),whereoneisfortheOwner,oneisfortheGroupthatausermightbeassociatedwith,andoneisforOthersinthatorder,thentheReadableorWritablesubattributesareevaluatedindependentlyforeachthreegroupofflags.

TheSubjectsubattribute(ifpresent)thenjustdefineswhichgroupoutofthethreemustbeconsideredorignored.The`lackoftheSubjectsubattributeindicatesthattheobjectsmustbeconsideredresponsivetotheexpressioniftheReadableorWritableconditions(oranycombinationofthem)evaluatetoTrueinANYofthethreegroups.

Tofinddataobjectsthatareread-onlybyeveryone,enteratt:"AccessMode"where(Subjectisall(Owner,Group,Others)andReadableisTrueandWritableisFalse).ThesubattributesareallANDedtogetherandtheSubjectsubattributelistseverypossibleoptionwiththeallqualifier.Tofinddataobjectsthatareread-onlybyatleastonetypeofsubject,enteratt:"AccessMode"where(Subjectisany(Owner,Group,Others)andReadableisTrueandWritableisFalse)oratt:"AccessMode"where(ReadableisTrueandWritableisFalse).Again,thetwoexampleshereproduceidenticalresultsforthesamereasonasexplainedinthepreviousbulletpoint.Tofinddataobjectsthatareread-onlybytheowner,enteratt:"AccessMode"where(Subject=OwnerandReadableisTrueandWritableisFalse).Youcareonlyabouttheownerinthiscase,soyouexplicitlycallOwnerandonlyOwnerout.Tofinddataobjectsthatownercaneitherreadorwrite(notnecessarilyboth),enteratt:"AccessMode"where(Subject=Ownerand(ReadableisTrueorWritableisTrue)).Tofinddataobjectsthatcanbewrittenbytheownerbutisread-onlybythegroup,enteratt:"AccessMode"where((Subject=OwnerandWritable=True)and(Subject=GroupandWritableisFalse)).

TypeofobjecttomatchForanyattributecondition,youcanspecifywhatobjectthatconditionmustmatch.

YoucanspecifyINobject-typeaftertheexpression.Forexample,inatt:Extension=doc=insystem,theobjectmustbeadocfileatthesystemlevel.Thecondition-scopecanbeanyoftheseobjecttypeshere.

Table1.AvailableobjecttypesAvailable

ObjectTypes Description

all Thematchingobjectcanbeanytypeofobject.Thisobjectisthedefault.

containerThematchingobjectmustbeacontainerobjectthatcanhaveotherobjectsnestedinsideit.File-archive,email-archive,email,calendar,contact,andtaskobjectsareincluded.

simple Thematchingobjectmustnotbeacontainerobject.system Thematchingobjectmustbeasystem-levelobject.contained Thematchingobjectmustbenestedwithinsomeothercontainerobject.

Onlyonecondition-scopecanapplytoanycondition.Ifyougivemultiplecondition-scopes,theparserissuesawarning.

MultiplematchingvaluesforoperatorsYoucangivemultiplematchingvaluesthatusethefollowingoperators.

=!=containsnotcontainsmatchesnotmatchesstartswithnotstartswithendswithnotendswith

Tospecifymultiplematchingvaluesfortheseoperators,givethekeywordanyorallaftertheoperator,thenalistofvaluesinparentheses.Theanykeywordmeansthatanyofthevaluesareamatch.Theallkeywordmeansthatallthevaluesmustbepresent.Theallkeywordisonlymeaningfulformultivaluedattributes.Forexample:

Table1.KeywordexamplesExample Result

att:"Systemmetadata/Owner"=any(joe,bob,sally)

Ownercanbejoe,bob,orsally.

att:Size=any(1mb,2mb,1gb) Sizecanbe1mb,2mb,or1gb.att:"Modifieddate"=any(1weekago,2monthsago)att:"Accesseddate"=any(2009-09-19,2009-09-20,2009-09-21)att:To=all(joe,bob) "To"mustcontainbothjoeandbobForany,theoperatormustbetrueforatleastoneofthevalues.Itisasiftheuserspelledoutattributeoperval1ORattributeoperval2OR...

Forall,theoperatormustbetrueforallthevalues.Itisasiftheuserspelledoutattributeoperval1ANDattributeoperval2AND....FortheNOTvariousoperators,thissyntaxisthesameasusingNOTaroundtheentireexpressionandthecorrespondingpositiveoperator.Forexample,att:Size!=any(1mb,2mb,2gb)isthesameasNOT(att:Size=any(1mb,2mb,1gb)).TheNOTmatchesalldocumentsthatdonotmatchthepositiveoperator.Itisnotanerrortospecifyallonsingle-valuedattributes.However,ifyoudo,theparserwarnsyouthattheconditionisalwaysfalse.

RelatedconceptsQueryexpressionlanguage

At-leastexpressionsOnoccasion,itishelpfultospecifythatsomenumberofconditionsmustbetruebeforeanobjectisconsideredtomatch.Theseexpressionsarecalledat-leastexpressionsbecauseatleastXsubexpressionsmustmatchanobjectbeforetheobjectmatchestheoverallexpression.

Thesyntaxforanat-leastexpressionistogivethekeywords"atleast"followedbyanumber,andthenbyalistofexpressionsinparentheses.Forexample:

atleast2(att:size=1mb,att:“systemmetadata/owner”=joe,att:"objectname"=foo.doc,att:"modifieddate">2009-03-28)

Thisexamplespecifiesthatatleasttwoofthefourconditionsmustbetruebeforeanyobjectisconsideredtomatchtheoverallexpression.

Eachsubexpressioninthelistcanbearbitrarilycomplex,butnormallytheyareonecondition.Eachsubexpressioninthelistmustbeseparatedfromtheotherswithacomma.

ParentandchildconditionsThisparentandchildconditionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.

Youmightwanttofilterforobjectswhoseparentsorchildrenmatchcertainconditions.Forexample,findallemailstoJoeinasaved-emails.pstfileorfindemailstoJoethathaveanattachmentthatisnamedbig-contract.pdf.Tospecifythesekindsofqueries,givetheconditionsforthematchingobjectsasnormalandaddaprefixparentorchildtotheconditionsthatapplytotheparentorchildobjects.Herearetheexpressionsforthetwopreviousexamples:

att:"anyaddress"=Joeandparentatt:"objectname"="saved-emails.pst"

att:To=Joeandchildatt:"objectname"="big-contract.pdf"

Ifthereismorethanoneexpressionthatmustmatchtheparentorchildobjects,youmustputalltheconditionsinsideparentheses,forexample:

att:"anyaddress"=Joeandparent(att:"objectname"="saved-emails1.pst"oratt:"objectname"="saved-emails2.pst")

att:To=Joeandchild(att:"objectname"="big-contract.pdf"andatt:"modifieddate">2009-09-07)

Itisalsopossibletospecifyconditionsontheobjectlevelofparentorchildobjects.Anobjectlevelisthenestinglevelofanobject.System-levelobjectsareatlevelone,immediatelynestedobjectsareatleveltwo,andsoon.Forexample,ifyouwanttofindthenon-nestedemailstoJoeinsaved-emails.pst,youcando:

att:"anyaddress"=Joeandatt:"objectlevel"=2andparentatt:"objectname"="saved-emails.pst"

ItspecifiesthattheemailstoJoemustbeatobjectlevel2andbeinsidesaved-email.pst.

Itisalsopossibletospecifytheobjectleveloftheparentorchildobjectrelativetotheother.Forexample,tofindtheparentobjectofanyfilethatisnamednested-file.doc,youcanspecifyitthisway:

childatt:"objectname"="nested-file.doc"parent-level=child-level-1

Itmeansthatnested-file.doccanitselfbeatanylevel,andthequeryresultsarethedirectparentofthosefiles.

Thegeneralformofrelativeparent-childlevelconditionsislistedhere.

parent-leveloperatorchild-level+|-numberchild-leveloperatorparent-level+|-number

Plus(+)inthe+|-indicatesthattheparent-childmustbemoredeeplynestedthantheotherobjects.Minus(-)meanstheparent-childmustbelessdeeplynestedthantheotherobjects.

Theoperatorcanbeanyofthesecomparisons:NumericComparisonsforOperators

= != < <= > >=

No-inheritanceconditionsTheno-inheritanceconditionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.

Normally,thesearchengineallowssomeobjectstoinheritthevaluesoftheirparentobjects.Mostofthetimethisbehaviorisintuitive,buttherearetimeswhenthisbehaviormustbeturnedoff.Whenattributeinheritanceisnotwanted,prefixtheexpressionwithnoinheritance,andattributeinheritanceisturnedoffforthatexpression.Forexample,thisexpressionfindsemailstoJoecontainingstockoptioninthebodyoranyattachment:

att:To=joeand"stockoption"

However,ifyouwanttofindemailstoJoewithstockoptionintheemailbodyitself,thenyoumustturnoffinheritanceforthatpartoftheexpression:

noinheritance(att:To=joeand"stockoption")

AnalyticsfilterexpressionsTheanalyticsfilterexpressionsrepresentadvancedfunctionthatmustbeundertakenonlybyexperiencedadministrators.

Queryanalyticsprovidesawaytofilterobjectswithcertainvaluesoutofthequeryresults.Thesefilterexpressionsarespecifiedaspartofthequeryexpression.Tospecifyfiltering,youspecifythe"filtered"keywordafterthequeryexpression.Forexample,query:Stock‐OptionMatterBoxJoefiltered.ItuseswhateverfiltersaresavedfortheStockOptionMatterBoxJoequery.TheStockOptionMatterBoxJoequerymusthaveanalyticsthatareassociatedwithit.

Itisalsopossibletoexactlyenumeratewhatfiltersmustbeappliedtoananalyticsquery.Youspecifythisquerybyspecifyingwhatdimensionvaluesmustbeincludedorexcluded.Hereisthegeneralform:

query:queryNamefilteredonincludedimension=value,excludealldimension=value,excludeuniquedimension=value...

Filterscomeinthreetypes:included(include),excluded(excludeall),orexcludedifthevaluesareunique(excludeunique).Ifnodimensionvalueisgivenforinclude,excludeall,orexcludeunique,thenthesavedfiltersofthattypeisused.Forexample,ifthequeryexpressionwerequery:queryNamefilteredonincludeatt:extension=doc,thenonlytheobjectswithextension=docisintheresults.Additionally,anyobjectsthatwereexplicitlyexcludedwithexclude-allorexclude-uniquearefilteredout.

Thevalueforadimension-valuecanalsobenoneorother.

Thenonekeywordmeansthoseobjectsthatdonothavethatdimension-value.Forexample,query:queryNamefilteredonincludetag:department=none.Thisquerywouldshowonlythoseobjectsthatdonothavesometag-valuefromdepartmentonthem.(Thiscaseisthesameastag:departmentnotappears.)Theotherkeywordmeansthoseobjectsthathavesomeothervaluethanwhatisshownintheanalyticsforthedimension.Analyticstypicallyshowthetop10-25valuesforanydimension.Ifyouwanttoseethoseobjectsthathaveavalueotherthanwhatisshownintheanalytics,youcanuseanexpressionlikequery:queryNamefilteredonincludeatt:extension=other.Itshowsthoseobjectswithanextensionthatisnotshownintheanalytics.

IBMDiscoveryExportEDRMXMLIBM®EDRMXMLisbasedonthespecificationthatisdescribedintheEDRMXMLInterchangeFormatSchemaDocumentation,January23,2008.TheappendixdescribesthediscoveryexportfeatureforEDRMXML.

FilesystemdirectorylayoutThefollowingDiscoveryExportParametershaveasignificantimpactonthecontentoftheEDRMXMLrunexport.EDRMXMLconsiderationsToloaddatafromanIBMEDRMXMLrun,beginbyusingthesiq_loadfile_report.csvtolocatealltheloadfilessuccessfullyproducedinthecurrentrun.EDRMXMLmetadatatagsDescribesvaliddatatypesandEDRMXMLv1.0metadatatags.

FilesystemdirectorylayoutThefollowingDiscoveryExportParametershaveasignificantimpactonthecontentoftheEDRMXMLrunexport.

DestinationDirectoryLimitExportprocesstonumberofDataObjectsSaveatextcopy(thatisextractedfromdatafiles,otherwiseknownasplaintext)UniqueIDprefix,NumberofDigits,andPadZeros

SourcevolumefilesThefollowingexamplesarebasedonharvestingthesourcevolume\\qa01\grogers,startingwiththedirectoryhomeforoneoftwousers:flexus.

Parenttopic:IBMDiscoveryExportEDRMXML

RelatedconceptsIBMDiscoveryExportEDRMXML

SourcevolumefilesThefollowingexamplesarebasedonharvestingthesourcevolume\\qa01\grogers,startingwiththedirectoryhomeforoneoftwousers:flexus.

Althoughalldirectoriescannotbeseen,thislististhecompletelistofsourcevolumefilesanddirectories:

homehome/flexushome/flexus/backuphome/flexus/backup/carlota.ziphome/flexus/backup/Spaulding.dochome/flexus/carlota.ziphome/flexus/jbowers_identity.dochome/flexus/mybcchome/flexus/mybcc/to_jbowers.msghome/flexus/Spaulding.dochome/jbowershome/jbowers/Copyofidentity.dochome/jbowers/from_flexus.msghome/jbowers/identity.dochome/jbowers/philosophy.txthome/flexus.pst

Interestingfeaturesofthesourcedocumentsincludethefollowingfilesanddirectories:

Thefilehome/flexus/carlota.zipcontainstwotextfiles,friends.txtandenemies.txt.Thedirectoryhome/flexus/backupcontainscopiesoftwofilesthatarefoundinhome/flexus.home/flexus/mybcc/to_jbowers.msgcontainsasavedemailmessagethatflexussenttojbowers.ThatmessagehasacopyofSpaulding.docasanattachment.home/flexus.pstcontainstwoemails,onewithsubjectLetterfromSpauldingtolawyersandtheotherwiththesubjectPhilosophyofLife.Eachemailfurtherhasanattachment;theformerhastheattachmentSpaulding.doc,andthelatterhastheattachmentidentity.doc.home/jbowers/Copyofidentity.docisacopyofhome/jbowers/identity.doc.Thecontentsofbotharethesameashome/flexus/jbowers_identity.doc.home/jbowers/from_flexus.msgcontainsthesameemailmessageashome/flexus/mybcc/to_jbowers.msg.

EDRMXMLProductionprovidesexamplesthatillustratehowthediscoveryexportfeatureexportsfilesandmetadata.

EDRMXMLproductionThefollowingsectiondescribesthedetailsaboutthefilesthataregeneratedforanEDRMXMLdiscoveryexport.

Parenttopic:Filesystemdirectorylayout

RelatedconceptsFilesystemdirectorylayout

EDRMXMLproductionThefollowingsectiondescribesthedetailsaboutthefilesthataregeneratedforanEDRMXMLdiscoveryexport.

Note:Thediscoveryexportactionidentifiesduplicatefilesthatarebasedoncontent-baseddigestandonlyexportsonecopyofafileperdataserver.Theduplicatefilesareidentifiedintheaudittrail.

Aruncreatesdirectoriesandfilesonthediscoveryexportvolume.Allfilesforarunarelocatedunderadiscoveryexport-andrun-specificdirectoryonthedestinationvolumeunderthedestinationdirectory.

Foreachsubsequentrun,anewsubdirectoryiscreated.Thedirectoriesarenamedbytherunnumbers2,3,4,andsoon.

Anynumberofdiscoveryexportscanusethesameexportdirectory.Theoutputiskeptseparatebytheuseofthediscoveryexportname,suchascase_123,astheparentdirectorytotherundirectories.

Thisexampleconfigurationusesthefollowinginformation:

TargetVolume auto-P

DestinationDirectory exports

DocumentIDPrefix NS,numberofdigits6,with0padding

WhenadiscoveryexportpolicyisconfiguredtoexportEDRMXML,itexportstwotypesofoutputfiles:

NativeFiles:Copiesoforiginalsourcefilessuchasdoc,ppt,txt,and,optionally,plain-textversionsoftheoriginalsourcefiles.Thenativefilesarefoundinthedocumentssubdirectory.RunFiles:Filesthatcovertheentirerun.ThesefilesincludetheEDRMXMLrunsiqloadfile,theaudittrailxml,theEDRMtagdefinitionlist,acsvloadfilereport,andauser-ID-to-namecsvmappingfile.Thesefilesarefoundatthetopofthediscoveryexportrunsubdirectory.

Therundirectorycontainsthesefiles:

siq_audit_trail.xml:Theaudittrailforthediscoveryexportpolicyexecution.Itshowsthedetailsofeachsourceanddestinationobject.Essentially,itisanXMLencodingoftheinformationavailableusingtheIBM®StoredIQinterfacetotheaudittrail.siq_edrm_tag_definitions.csv:ThisfileisacsvfilethatlistsallthetagsintheEDRMXMLloadfilethatisproducedbyIBMStoredIQandrelatedinformation.ThefilehasthesamecontentsasthetableofmetadatatagsinEDRMXMLmetadatatags.siq_load_file-0-0.xml:ThisfileisaninstanceofanEDRMXMLloadfilethatisproducedintherun.

Note:Forperformancereasons,morethanoneinstanceofanEDRMXMLloadfilecanbeproducedduringasinglerun.

siq_loadfile_report.csv:Thiscsvfilelistsallloadfilesthatareproducedbytherunandstatusinformationthatstateswhethertheyarevalidforaloadornot.ThefilealsoreportstherangeofdocumentIDsproducedineachoftheloadfilesandothermetadatainformationsuchassizeanddatecreated.siq_userid_map:ThiscsvfilecontainsalistofuserIDscalleduidsintheNFSdomainandSIDintheWindowsSharedomainwithcorrespondingusernamesthatmaptotheuser

IDs.TheuserIDsandtheusernamescomefromtheproducednativefilesfortherun.

Underthedocumentssubdirectory,anintermediatedirectoryisnamed1thatcontainsthefiles.Toavoidputtingtoomanyfilesanddirectoriesinasinglesubdirectory,thefilesareplacedintonumberedsubdirectoriesthatcontainnomorethan10,000filesanddirectories.

InanEDRMXMLdiscoveryexport,containersarealwaysexpandedtoclearlyarticulatetheirinternalstructure.Adirectorystructureisbuiltwitheachlevelnamedafterthecontainerandanyintermediatecontainerstherein.Thepathtoadataobjectwithinthecontainerisachievedbyflatteningthestructureonthefilesystem.Youcanseethispathbylookingatthedirectorystructure.

Forinstance,inthisimage,thedataobjectsenemies-0.txtandfriends-1.txt,whicharecontainedwithinthecarlota.zipcontainer,areflattenedoutunderadirectorynamedcarlota.zip.members.Theircorrespondingplain-textfilesarenexttotheminthesamedirectory.

Plaintextfileisoptional,butwhenenabled,alldocumentshaveacorrespondingplain-textfile.Theplain-textfilesarenamedaccordingtotheirSHA-1hashvalueandsuffix,whichis.txt.

ThecompletelistoffilesanddirectoriesfortheEDRMXMLexportfortheexampleisasfollows:

//qa1/auto-P/exports/edrmglobal///qa1/auto-P/exports/edrmglobal/1///qa1/auto-P/exports/edrmglobal/1/documents//qa1/auto-P/exports/edrmglobal/1/documents/1//qa1/auto-P/exports/edrmglobal/1/documents/1/0x724b937d5a2750038325c8f4b48d1b5dcba77853.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/0xf4dd8fe9b09c834a2033849ff8a5d63f67823787.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/jbowers_identity.doc//qa1/auto-P/exports/edrmglobal/1/documents/1/Spaulding.doc//qa1/auto-P/exports/edrmglobal/1/documents/1/0x8d1e7cef561d7d81585af82d9f79f8a703bd96ee.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/0xd7eb7675f2d201c79cf821debaaeba5a208cba29.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/from_flexus.msg//qa1/auto-P/exports/edrmglobal/1/documents/1/philosophy.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/carlota.zip.members//qa1/auto-P/exports/edrmglobal/1/documents/1/carlota.zip.members/0x22e2105930a1ddc75b9bc9dc3d5408c3b0bac8b1.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/carlota.zip.members/0xfce44897add0b77c25fea85118fe47164dc828d4.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/carlota.zip.members/enemies-0.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/carlota.zip.members/friends-1.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/from_flexus.msg.members//qa1/auto-P/exports/edrmglobal/1/documents/1/from_flexus.msg.members/0x1564f56aecf315cdecde563605fb151356f8dcc2.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/from_flexus.msg.members/Spaulding-1.doc//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members///qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members///qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/0x277bab09a965f3840cd8a14300e0fccf59f6f5a9.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/

flexus.members/PhilosophyofLife-7.msg//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members///qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members/LetterfromSpauldingtohislawyers-9.msg//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members/0x2a5bccfda550233ce9bac5d1f25e52590702a539.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members/.siq_overflow//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members/.siq_overflow/0xd7eb7675f2d201c79cf821debaaeba5a208cba29.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/bcc.members/.siq_overflow/Spaulding-8.doc//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/PhilosophyofLife-7.mail.members//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/PhilosophyofLife-7.mail.members/0xf4dd8fe9b09c834a2033849ff8a5d63f67823787.txt//qa1/auto-P/exports/edrmglobal/1/documents/1/flexus.pst.members/TopofPersonalFolders.members/Story.members/Production.members/flexus.members/PhilosophyofLife-7.mail.members/identity-6.doc//qa1/auto-P/exports/edrmglobal/1/siq_audit_trail.xml//qa1/auto-P/exports/edrmglobal/1/siq_edrm_tag_definitions.csv//qa1/auto-P/exports/edrmglobal/1/siq_load_file-0-0.xml//qa1/auto-P/exports/edrmglobal/1/siq_loadfile_report.csv//qa1/auto-P/exports/edrmglobal/1/siq_userid_map.csv

Note:DuplicateFiles:Although20dataobjectswereoriginallyidentifiedforexport,only11nativefileswereeventuallyproduced,alongwithcorrespondingplaintextfiles.Duplicatesarenotcopiedandaremarkedinthepolicyaudittrail.TheEDRMXMLloadfilelistsalltheexporteddocumentsandrelatedmetadataaccordingtostandardEDRMspecifications.AnyexceptionsarenotedintheIBMStoredIQEDRMmetadatatagslist.

Parenttopic:Sourcevolumefiles

RelatedconceptsSourcevolumefiles

EDRMXMLconsiderationsToloaddatafromanIBM®EDRMXMLrun,beginbyusingthesiq_loadfile_report.csvtolocatealltheloadfilessuccessfullyproducedinthecurrentrun.

Loadthesefilesonebyone,preferablyintheorderofincreasingdocumentIDsmentionedinthereport,intothetargetapplication.Allfilereferencesineachoftheloadfilesarerelativetothelocationoftheloadfilesthemselves.Therefore,itisnecessarytoensurethatthisrelativelocationismaintainedforasuccessfulloadoperation.

TheEDRMXMLproducedineachloadfileiscompliantwiththeEDRMXMLVersion1.0XMLspecificationandcansuccessfullyvalidateagainsttheEDRMXMLValidationToolversion1.0.

XMLrootinformationThenameofthediscoveryexportisusedastheCaseIDthatdescribestheloadfileitself.Thediscoveryexportdescription,whichisenteredfromIBMStoredIQapplicationinterface,isalsopublishedintheDescriptionattribute.BatchinformationThebatchelementisassociatedwithasinglerunintheapplication.Bythisdefinition,thereisonlyonebatchelementineveryloadfileproduced.Thenameofthebatchistherunnumber.DocumententriesintheloadfileIntermediatearchivesinsidefilearchivesareonlypresentintheexportallmemberscaseoriftheseintermediatearchivesareresponsivetothequeryusedtodrivetherun.TaginformationInadditiontotheEDRMXMLstandardmetadatatags,thefollowinginformationisalsopresentintheloadfilesintheformofIBMStoredIQEDRMXMLtags.RelationshipbetweendocumentsTherelationshipsthataredescribedbetweendocumentsareasfollows.

RelatedconceptsIBMDiscoveryExportEDRMXMLXMLrootinformationBatchinformationDocumententriesintheloadfileTaginformationRelationshipbetweendocuments

XMLrootinformationThenameofthediscoveryexportisusedastheCaseIDthatdescribestheloadfileitself.Thediscoveryexportdescription,whichisenteredfromIBM®StoredIQapplicationinterface,isalsopublishedintheDescriptionattribute.

Parenttopic:EDRMXMLconsiderations

RelatedconceptsEDRMXMLconsiderations

BatchinformationThebatchelementisassociatedwithasinglerunintheapplication.Bythisdefinition,thereisonlyonebatchelementineveryloadfileproduced.Thenameofthebatchistherunnumber.

DocumententriesintheloadfileIntermediatearchivesinsidefilearchivesareonlypresentintheexportallmemberscaseoriftheseintermediatearchivesareresponsivetothequeryusedtodrivetherun.

EmailarchivesareneverexpressedintheXMLasdocuments.OnlytheemailsthatareproducedfromtheseemailarchivesaredescribedintheXML.

TaginformationInadditiontotheEDRMXMLstandardmetadatatags,thefollowinginformationisalsopresentintheloadfilesintheformofIBM®StoredIQEDRMXMLtags.

Taginformation Description

Responsive WhetherIBMStoredIQdeemedthedocumenttoberesponsiveornot,basedonthequerythatdrivesthepolicy.

Internalpath Pathleadingtotheobjectthatstartsfrombelowthefilesystemobject,ifitwascontainedwithinacontainer.InternetMessageID UniqueIDidentifyingeveryemail.

RelationshipbetweendocumentsTherelationshipsthataredescribedbetweendocumentsareasfollows.

Attachment:Directattachmentstoanemailarerelatedtotheemail.Container:AmemberofafilearchiveisrelatedtoitsimmediateparentonlyiftheimmediateparentisexportedintheloadfileandhasaDocIDofitsown.Intheabsenceoftheimmediateparent,thememberisrelatedtothefilesystem-levelfilearchivethatisalwayspresentintheloadfile.

Ifanemailhasarchivesorotheremailsthatareattachedtoit,themembersofthearchivesoremailsarenotrelatedtothetopemail.Instead,theyarerelatedtothearchivesoremailstowhichtheydirectlybelong.

Thereisnocontainerrelationshipbetweenanemailinanemailarchiveandtheemailarchiveitselfbecausetheemailarchiveisnotproducedasadocumentintheloadfile.

EDRMXMLmetadatatagsDescribesvaliddatatypesandEDRMXMLv1.0metadatatags.

ThefollowingdatatypesarevalidforIBM®StoredIQEDRMXMLtags.Table1.ValiddatatypesforEDRMXMLTags

Type CommentText Text(255charactersorfewer)Integer 32-bitintegerDateTime YYYY-MM-DDThh:mm:ss.sTZDDecimal StandardfloatBoolean {True/False}LongInteger 64-bitintegerLongText Text(32,767charactersorfewer)EDRM-standardtagnamesareprefacedwitha#.IBMStoredIQproprietarynamesareprefacedwithanSIQ-.Incertaincases,IBMStoredIQalteredthedatatypesforsometagsfromwhatisprescribedintheoriginalEDRMXMLv1.0metadatatagslisttosupportalargerrangeofvalues.ItdoesnotviolateEDRMcompatibility.

Table2.EDRMdatatagsDocument

TypeMetadataProperty TagName EDRM

DataType DataType Description

All Language #Language Text Text

ThisdocumentistheISO639-1(two-character)primarylanguageofthedocument.Ifomitted,thenEnglish(EN)canbeassumed.

Responsive-ness

SIQ-Responsive-ness

N/A Boolean

ItindicateswhetherIBMStoredIQdeemedtheobjecttoberesponsiveforthediscoveryexportrun.

InternalPath

SIQ-InternalPath N/A LongText

Thispathisthepaththatleadstoanobjectcontainedinsideacontainer,relativetothefilesystem-levelcontainer.

URL(SharePoint) SIQ-SP-URL N/A LongText

Itrepresentsinformationabouttheserver-relativeURLforthespecifiedWindowsSharePointServicesobject.

Version(SharePoint)

SIQ-SP-Version N/A Decimal

ItrepresentstheversionstringthatisassociatedwiththeuserinterfaceofthespecifiedWindowsSharePointServicesobject.

Author(SharePoint) #Author N/A Text

ItrepresentsthespecifiedauthoroftheWindowsSharePointServicesobject.

Title(SharePoint) #Title N/A Text

ItrepresentsinformationabouttheoccupationaltitleofaspecifiedWindowsSharePoint

(SharePoint)WindowsSharePointServicescontactobject.

Checkedoutto(SharePoint)

SIQ-SP-Checked-OutTo

N/A Text

ItrepresentsthedesignateduserwhocheckedouttheWindowsSharePointServicesobjectbyusingversioncontrol.

Editor(SharePoint) SIQ-SP-Editor N/A Text

ThisinformationistheeditornameorinformationthatisassociatedwithapersonwhoisreferencedbyaWindowsSharePointServicescontactobject.

Approvalstatus(SharePoint)

SIQ-SP-ModerationStatus

N/A Text

ItprovidesinformationaboutthemoderationstatusofthespecifiedWindowsSharePointServicesobject,oneofApproved,Denied,Draft,Pending,orScheduled.

Contenttype(SharePoint)

SIQ-SP-ContentType N/A Text

ItisthecontenttypeofthespecifiedWindowsSharePointServicesobject.

Checkincomment(SharePoint)

SIQ-SP-Checkin-Comment

N/A LongText

ItisthecheckincommentsofthespecifiedWindowsSharePointServicesobject.

Publishinglevel(SharePoint)

SIQ-SP-Publishing-Level

N/A Text

Itistheversion-controlalertlevelinformationofthespecifiedWindowsSharePointServicesobject,oneofPublished,Draft,orCheckout.

Managedkeywords(SharePoint)

#Keywords N/A Text

ItdescribesallmanagedkeywordsthatareappliedtospecifiedWindowsSharePointServicesobject.Multiplekeywordsareseparatedintotheirindividualtags.

Description SIQ-SP-Description N/A LongText

ItprovidesalternativetextforspecifiedWindowsSharePointServicesobject.

Keywords(SharePoint) #Keywords N/A Text

ItisthekeywordsummaryofthespecifiedWindowsSharePointServicesobject.Multiplekeywordsareseparatedintotheirindividualtags.

Comments(SharePoint) #Comments N/A Text

ItprovidescommentsthatareassociatedwiththespecifiedWindows

SharePointServicesobject.Multiplecommentsareseparated

commentsareseparatedintotheirindividualtags.

Virusstatus(SharePoint)

SIQ-SP-VirusStatus N/A Text

Itisthevirus-scanstatusofaspecifiedWindowsSharePointServicesobject:

CleanVirusreportedVirusreported;canberemovedViruspreviouslyreported;removedsinceVirusreported;cleanfailedVirusreported;deleterecommendedTimeoutlastprocessingforVirus

Declaredrecordtime(SharePoint)

SIQ-SP-DeclaredRecordDate

N/A DateTimeItisthedateatwhichtheitemwasdeclaredarecord.

Originalexpirationdate(SharePoint)

SIQ-SP-RecordExpiration-Date

N/A DateTimeItisthedateatwhichtheretentionontheobjectissettoexpire.

Routingruledescription(SharePoint)

SIQ-SP-Routing-Rule-Description

N/A LongTextThisdescriptionisassociatedwiththeobjectthatmatchedaroutingrule.

Litigationhold(SharePoint)

SIQ-SP-Litigation-Holds

N/A Text

Itisthelistofalllegalholdsplacedonanobject.Multiplelitigationholdsareseparatedintotheirindividualtags.

Recordrestrictions(SharePoint)

SIQ-SP-Record-Restrictions

N/A Text

DescribestherestrictionsthatareappliedtotherecordbythepoliciesintheRecordsCenter:

NoneBlockDeleteBlockEdit

Blogorlistname(SharePoint)

SIQ-SP-BlogOrListName

N/A TextItisthenameoftheblogorlisttowhichtheobjectbelongs.

Approvercomments(SharePoint)

SIQ-SP-ApproverComments

N/A LongText

ThesecommentsarethemoderationcommentsofthespecifiedWindowsSharePointServicesweblogobject.

SIQ-SP-

CUSTOM-AttributeName,where

Itprovidesallcustom

Customproperties(SharePoint)

Name,whereAttribute-NameisthenameoftheCustomAttributewithwhitespacesreplacedby'_'

N/A LongText

ItprovidesallcustompropertiesthatareappliedtospecifiedWindowsSharePointServicesobject.

PostCategory(SharePoint)

#Category N/A Text

Thiscategoryisassociatedwiththepost.Categoriesaredefinedasmanagedobjectsontheblogsiteforusewithposts.

PublishedDate(SharePoint)

SIQ-SP-Published-Date

N/A DateTime Thedateonwhichthepostwaspublished.

PublishingContact(SharePoint)

SIQ-SP-PublishingContact

N/A Text Theusernameofthecontact.

WikiPageCategories(SharePoint)

#Category N/A Text

Theyarethemanagedmetadatavaluesthatdescribecategoriesforthewikipage.Multiplecategoriesareseparatedintotheirindividualtags.

PublishingContactEmail(SharePoint)

SIQ-SP-PublishingContact-Email

N/A Text Theemailaddressofthecontact.

WikiPageComment(SharePoint)

#Comments N/A LongTextThiscommentdescribestheWikipage.Therecanbeonlyone.

PublishingContactName(SharePoint)

SIQ-SP-Publishing-Contact-Name

N/A LongText Thefriendlynameofthecontact.

AverageRating(SharePoint)

SIQ-SP-Average-Rating

N/A DecimalTheaverageofallratingsthatareappliedtotheobject.

RatingCount(SharePoint)

SIQ-SP-Rating-Count N/A Integer

Thetotalnumberofratingsthatareappliedtothisobject.

MessageID(SharePoint)

SIQ-SPMessage-ID N/A Text

TheuniquemessageID(similartothoseonanemail)associatedwithapostonadiscussionboard.

DiscussionLastUpdated(SharePoint)

SIQ-SP-Discussion-Last-Updated

N/A DateTimeThetimestampforwhenthediscussionwaslastupdated.

ThreadIndex(SharePoint)

SIQ-SP-Thread-Index N/A LongText

Theuniqueindexintothediscussiontohelpdeterminethepositionofthepostinthethreadinghierarchyofthediscussion.Itidentifiesafieldthat

StatusBar(SharePoint)

SIQ-SP-StatusBar N/A DateTime

ItidentifiesafieldthatcontainsinformationaboutthestatusbarforaspecifiedSharePointFoundationobject.

DiscussionTitle(SharePoint)

SIQ-SP-Discussion-Title

N/A TextThetitleofthepostforwhichthereplywaswritten.

RecurrenceEvent(SharePoint)

SIQ-SP-Recurring-Event

N/A BooleanItindicateswhetheraneventisarecurringevent.

AllDayEventFlag(SharePoint)

SIQ-SP-AllDay-Event N/A Boolean

ItindicateswhethertheEventisanall-dayEventornot.

EventDate(SharePoint)

SIQ-SP-EventDate N/A DateTime Thestartdateforthe

event.EventLocation(SharePoint)

SIQ-SP-Event-Location N/A Text Thelocationforthe

event.

EventCategory(SharePoint)

#Category N/A TextThecategorythatisassociatedwiththeevent.

EventType(SharePoint)

SIQ-SP-EventType N/A Text

Theeventtype,whichhasoneofthefollowingvalues:

SingleEventRecurringEventDeletedRecurringEventEditedRecurringEvent

EventEndDate(SharePoint)

SIQ-SP-EventEnd-Date

N/A DateTime Theenddatefortheevent.

EventDuration(SharePoint)

SIQ-SP-Duration N/A Integer Thedurationinseconds

fortheevent.

TaskDueDate(SharePoint)

SIQ-SP-TaskDue-Date N/A DueTime Theduedateforatask.

AssignedTo(SharePoint)

SIQ-SP-TaskAssignedTo N/A Text Theusernametowhich

thetaskwasassigned.

TaskPriority(SharePoint)

SIQ-SP-TaskPriority N/A Text

Thepriorityofthetask,whichisusuallyoneof"(1)High,""(2)Normal,"or"(3)Low."TheAdministratorhastheoptionofeditingthechoices.

TaskStartDate(SharePoint)

SIQ-SP-TaskStart-Date N/A DateTime Thestartdateforatask.

Itiseitherthetaskstatusortheissuestatus.Theseoptionsfortaskstatus:

"NotStarted""InProgress""Completed"

Status(SharePoint)

SIQ-SP-TaskOr-Issue-Status

N/A Text

"Completed""Deferred""Waitingonsomeoneelse"

Theseoptionsareforissuestatus:

"Active""Resolved""Closed"

Predecessors(SharePoint)

SIQ-SP-TaskPredecessors N/A Text

Thenamesoftasksthathaveadefinedprecedencetothetask.Multiplepredecessorsareseparatedintotheirindividualtags.

PercentComplete(SharePoint)

SIQ-SP-TaskPercentComplete

N/A IntegerThecompletionpercentageofthetaskasaninteger.

RelatedIssues(SharePoint)

SIQ-SP-Related-Issues N/A Text

Issuesthataremarkedasrelatedtoanissue.Multipleissuesareseparatedintotheirindividualtags.

IssueID(SharePoint)

SIQ-SP-IssueID N/A LongInteger TheuniqueIDforthe

issueinthelist.ContactFullName(SharePoint)

SIQ-SP-ContactFullName

N/A Text Thefullnameofthecontact.

WorkCountry(SharePoint)

SIQ-SP-Contact-Work-Country

N/A Text Thecountryofthecontact.

ContactWebPage(SharePoint)

SIQ-SP-ContactWebPage

N/A TextThewebpageURLofthecontactwithitsassociateddescription.

ContactEmail(SharePoint)

SIQ-SP-Contact-Email N/A Text Theemailaddressofthe

contact.

ContactJobTitle(SharePoint)

SIQ-SP-Contact-JobTitle

N/A Text Thejobtitleofthecontact.

WorkCity(SharePoint)

SIQ-SP-ContactWorkCity

N/A Text Thecityofthecontact.

ContactCompany(SharePoint)

#Company N/A Text Thecompanyofthecontact.

WorkZIP(SharePoint)

SIQ-SP-Contact-WorkZip

N/A Text Thepostalcodeofthecontact.

ContactFirstName(SharePoint)

SIQ-SP-Contact-FirstName

N/A Text Thegivennameofthecontact.

Contact

BusinessAddress(SharePoint)

SIQ-SP-Contact-Work-Address

N/A LongText Theworkaddressofthecontact.

(SharePoint)

WorkState(SharePoint)

SIQ-SP-Contact-WorkState

N/A Text Theworkstateofthecontact.

ContactBusinessPhone(SharePoint)

SIQ-SP-Contact-WorkPhone

N/A Text Theworkphoneofthecontact.

ContactHomePhone(SharePoint)

SIQ-SP-ContactHomePhone

N/A Text Thehomephoneofthecontact.

WorkFax(SharePoint)

SIQ-SP-Contact-WorkFax

N/A Text Theworkfaxnumberofthecontact

ContactMobilePhone(SharePoint)

SIQ-SP-Contact-Mobile-Phone

N/A Text Themobilenumberofthecontact.

Announce-mentExpiryDate(SharePoint)

SIQ-SP-Announce-ment-Expiry

N/A DateTimeTheexpirydatesetfortheannouncement,ifany.

SurveyCompleted(SharePoint)

SIQ-SP-SurveyCompleted

N/A BooleanItindicateswhetherthesurveyresponsewascompleted.

LinkURL(SharePoint)

SIQ-SP-LinkURL N/A LongText

TheURLthatformsthebasisofthelink,plusanoptionaldescription.Intheabsenceofthedescription,theURLisrepeated.

ProfileId(SharePoint)

SIQ-SP-User-ProfileId N/A Text Theuniqueidentifierfor

theuserprofile.Contactlastname(SharePoint)

SIQ-SP-UserLast-Name

N/A Text Thesurnameoftheuser.

PreferredName(SharePoint)

SIQ-SP-UserPreferredName

N/A Text Thepreferrednameoftheuser.

Department(SharePoint)

SIQ-SP-UserDepartment N/A Text Thedepartmentofthe

user.Manager(SharePoint)

SIQ-SP-User-Manager N/A Text Themanageroftheuser.

Username(SharePoint)

SIQ-SP-UserName N/A Text

TheusernamethatisassociatedwithaSharePointuserprofile.

Quicklinks(SharePoint)

SIQ-SP-UserQuicklinks

N/A Text

TheQuickLinksentrythatisconfiguredonauserprofile.Multiplelinksareseparatedintotheirindividualtags.

PublicURL(SharePoint)

SIQ-SP-UserProfile-PublicUrl

N/A LongText ThepublicURLtoaccessaSharePointuserprofile.

MemberOf(SharePoint)

SIQ-SP-UserMem-berOf

N/A Text

ItindicatesthesitesforwhichaSharePointUserisamember.Multiplesitesareseparatedintotheirindividualtags.

theirindividualtags.

Dotted-lineManager(SharePoint)

SIQ-SP-UserDottedLineManager

N/A Text Thedotted-linemanagerfortheuser.

Askmeabout(SharePoint)

SIQ-SP-UserAskMeAbout

N/A Text

ThequerytopicsforwhichaSharePointUserisopenoravailable.Multipletopicsareseparatedintotheirindividualtags.

OfficeCommunica-torAddress(SharePoint)

SIQ-SP-UserOffice-Communi-catorAddress

N/A Text Theofficecommunicatoraddressforuser.

HireDate(SharePoint)

SIQ-SP-UserHire-Date N/A DateTime Thehiredatefor

SharePointuser.Office(SharePoint)

SIQ-SP-UserOffice N/A Text Theofficeinformationfor

SharePointuser.OfficeLocation(SharePoint)

SIQ-SP-UserOfficeLocation

N/A TextTheoffice-locationinformationforSharePointuser.

Assistant(SharePoint)

SIQ-SP-UserAssistant N/A Text Theassistantforthe

PastProjects(SharePoint)

SIQ-SP-UserPastProjects N/A Text

ThelistofpastprojectsthatareconductedbySharePointuser.Multipleprojectsareseparatedintotheirindividualtags.

Skills(SharePoint)

SIQ-SP-UserSkills N/A Text

TheskillsthatarelistedbySharePointuser.Multipleskillsareseparatedintotheirindividualtags.

Schools(SharePoint)

SIQ-SP-User-Schools N/A Text

TheschoolsthatarelistedbySharePointuser.Multipleschoolsareseparatedintotheirindividualtags.

Birthday(SharePoint)

SIQ-SP-UserBirthday N/A Text

ThebirthdateofSharePointuser(MM-DD).

StatusMessage(SharePoint)

SIQ-SP-UserStatusMessage N/A Text

ThemostrecentstatusmessageonSharePointuserprofile.

Interests(SharePoint)

SIQ-SP-UserInterests N/A Text

TheintereststhatarelistedbySharePointuser.Multipleinterestsareseparatedintotheirindividualtags.

Organization(SharePoint)

SIQ-SP-User-Organization N/A Text

TheorganizationtowhichtheSharePointuserbelongs.

Colleague(SharePoint)

SIQ-SP-UserColleague N/A Text

Thecolleaguesforauser.Multiplecolleaguesareseparatedintotheirindividualtags.Thesenderofthe

Message From #From Text LongText

ThesenderofthemessageintheEDRM-recommendedRFC2821format(either"your-name@domain.com"or"YourName<your-name@domain.xyz>")Note:Emailaddressescanhave64-characteraccountnamesand255-characterdomainnames.

To #To Text LongText

Therecipientofthemessageinthesameformatas"From."Multiplerecipientsareseparatedintotheirindividualtags.

CC #CC Text LongText

Thecarbon-copiedrecipientofthemessageinthesameformatas"From."Multiplerecipientsareseparatedintotheirindividualtags.

BCC #BCC Text LongText

Theblindcarbon-copiedrecipientsofthemessageinthesameformatas"From."Multiplerecipientsareseparatedintotheirindividualtags.

Subject #Subject Text Text Thesubjectofthemessage.

FullEmailHeader #Header Text LongText

Themessageheaderofthemessage.Note:Theheadercanbelongerthan64,000characters;however,itistruncatedinthatcase.

SentDate #DateSent DateTime DateTime Thedatethemessagewassent.

ReceivedDate

#DateReceived DateTime DateTime Thedatethemessage

wasreceived.HasAttachments

#HasAttachments Boolean Boolean Itindicateswhetherthe

emailhasattachments.

AttachmentCount

#AttachmentCount Integer Integer

Thenumberofattachmentstheemailhas.

AttachmentNames

#AttachmentNames Text LongText

Theconcatenatedlistofattachmentnamesthatareseparatedbysemicolons.Note:Thelistofattachmentnamescanbelongerthan255characters.

ReadFlag #ReadFlag Boolean Boolean Itindicatesiftheemailwasread.

Importance#ImportanceFlag Boolean Boolean

Indicateswhetherthe

emailwassentwithhighimportance.

MessageClass

#Message-Class Text Text The(Outlook)message

class.FlagStatus #FlagStatus Text Text The(Outlook)flagstatus.

InternetMessageID

SIQ-InternetMessageID N/A Text

TheuniversalInternetmessageIDassignedtotheemail.Note:ThemessageIDisusuallyintheformunique_id@domain.

File FileName #FileName Text LongText

Thenameoftheoriginalfile.Note:Filenamescanbelongerthan255characters.

FileExtension

#File-Extension Text Text Theextensionofthe

originalfile.

FileSize #FileSize LongInteger LongInteger Thesizeoftheoriginalfileinbytes.

CreationTime

#Date-Created DateTime DateTime Thedatethefilewas

created.LastAccessedTime

#Date-Accessed DateTime DateTime Thedatethefilewaslast

accessed.

LastModifiedTime

#Date-Modified DateTime DateTime Thedatethefilewaslast

modified.

DateLastPrinted #Date-Printed DateTime DateTime Thedatethefilewaslast

printed.

Title #Title Text Text The(Office)documenttitle.

Subject #Subject Text Text The(Office)documentsubject.

Author #Author Text Text The(Office)documentauthor.

Company #Company Text Text The(Office)documentcompany.

Category #Category Text Text The(Office)documentcategory.

Keywords #Keywords Text LongText The(Office)documentkeywords.

Comments #Comments Text LongText

The(Office)documentcomments.Note:AllOfficedocumentmetadatacanbelongerthan255characters.

RelatedconceptsIBMDiscoveryExportEDRMXML

MetadatabyattributetypeThisreferenceguidedescribesmetadatathatisorganizedbyattributetype.

Thecolumnheadingsintheattributetablesarelistedasfollows:Table1.Columnheadingsinattributetable

Name Nameoftheattribute.Dense DenseorSparse,signifyingwhetheranattributeoccursonanobject.

Multiple SingleorMultipleInstance,signifyingwhethertheattributecanoccurmultipletimes(Y)oronetime(N).

Type Indicateswhethertheattributeisastring,integer,Boolean,ordate.

NormalizedIndicateswhetherthepipelinehasanormalizationliabilitywhenyouareextractingtheattribute.Ingeneral,normalizingtheformatofanattributeproducesricherresults.

Description Providesadescriptionoftheattribute(optional).

SystemmetadataattributesThistabledescribessystemmetadataforWindowsShareandNFSattributes.DocumentumservermetadataattributesDocumentumattributesarelistedinthefollowingtable.CenteraservermetadataattributesMetadataforCenteraserverattributesislistedinthefollowingtable.DellDXObjectStoragePlatformmetadataattributesMetadataforDellDXObjectStoragePlatformattributesislistedinthefollowingtable.IBMInformationArchiveServermetadataattributesThistabledescribesmetadataforIBMInformationArchiveServerattributes.HitachiHCAPServermetadataattributesThistabledescribesmetadataforHitachiHCAPServersattributes.NetAppSnapLockServermetadataattributesThistabledescribesmetadataforNetAppSnapLockServerattributes.ExchangeServermetadataattributesThistabledescribesmetadataforExchangeServerattributes.DiscoveryAcceleratormetadataattributesThistabledescribesmetadataforDiscoveryAcceleratorattributes.FileNetmetadataattributesThistabledescribesmetadataforFileNetattributes.EmailmetadataattributesThistabledescribesmetadataforemailattributes.DataobjectpropertyattributesThistabledescribesDataObjectPropertyAttributes.Dataobjectpropertyattributesarestoredinsidethedataobject.SharePointattributesThistabledescribesSharePointmetadataattributes.CalendarmetadataattributesThistabledescribesmetadataattributesforcalendaritems.ContactmetadataattributesThistabledescribesmetadataattributesforcontacts.DigitalsignaturesmetadataattributesThistabledescribesattributesthatareusedinIBM®StoredIQdataanalysis.ProcessingmetadataattributesThistabledescribesattributesthatareusedindataprocessing.TaskmetadataattributesAttributevaluetypesThistabledescribesthevalueandinstance-basedexpressionsthatcanbeusedwithaquerycondition,dependingonthetypeofattribute.IBMLotusNotesmetadataattributesThistabledescribesmetadataforIBMLotusNotesattributes.EnterprisevaultmetadataattributesThistabledescribesmetadataforenterprisevaultattributes.

JivemetadataattributesThistabledescribesattributesthatareusedinJiveitems.ChattermetadataattributesThistabledescribesattributesthatareusedinChatteritems

SystemmetadataattributesThistabledescribessystemmetadataforWindowsShareandNFSattributes.

Table1.SystemmetadataattributesName Dense Multiple Type Normalized Description

AccessedDate Y N Date Y

Atimestampthatindicatesthelastaccessedtimeofthefile(YYYY-MM-DDhh:mm:ss)

Containerpath Y N String No

Pathofanobjectrelativetothecontaineritlivesin

Contenttypedescription Y N String No

Derivedfromthecontentofanobject;adescriptionoftheapplicationwithwhichtheobjectwascreated

Contenttypemismatch Y N Boolean No

Trueiftheobject'sextensiondoesnotmatchthecontenttypethatisderivedfromtheobject

CreatedDate Y N Date Y

Atimestampthatindicatesthecreationtimeofthefile(YYYY-MM-DDhh:mm:ss)

Dataobjecttype(isknown)

Y N Boolean N

Trueifthedatatypeoftheobjectcanbemappedtoaknownfileextensioninthesystem

Extension Y N String NTheextensionofthedataobjectThenameofthegroupownerofthefileasresolvedbyauserdirectoryservice.Ifthegroupidentifier

Group Y N String N

identifiermightnotberesolved,perhapsbecausenodirectoryservicewasconfiguredoranerroroccurred,thefieldcontainsthestringrepresentationofthegroupID.

ModifiedDate Y N Date Y

Atimestampthatindicatesthelastmodifiedtimeofthefile(YYYY-MM-DDhh:mm:ss)

Objectcategory Y N String N Objectgeneral

filetype

ObjectID Y N String N

Nameofthedataobject(file)locatedwithinthecontextofthespecifiedvolume

Objectname Y N String N

Uniquedataobjectidentifierthatprovidesthedataobject's"handle"tothesystemwherethedataobjectresides.

Owner Y N String N

Theusernameofthefileownerasresolvedbyauserdirectoryservice.Iftheuseridentifiermightnotberesolved,perhapsbecausenodirectoryservicewasconfiguredoranerroroccurred,thefieldcontainsthestringrepresentationoftheuserID

oftheuserID

Owner(isknown) Y N Boolean N

Trueiftheobject'sownerattributecanbemappedtoaknownusernameinthesystem

Size Y N Int N Thesizeofthefileinbytes

Size(ondisk) Y N Int N

Theamountofphysicalclusterspaceadataobjectoccupies

Sourcecontainerpath Y N String N

Thecontainerpathoftheobjectonthesourcevolume

SourceVolume Y N String NTheoriginalprimarysourcelocation

SystemPath Y N String N

Allattributesthatreferencethedataobject'slocation

Parenttopic:Metadatabyattributetype

RelatedconceptsMetadatabyattributetype

DocumentumservermetadataattributesDocumentumattributesarelistedinthefollowingtable.

Name Dense Multiple Type Normalized Description

ACLDomain

TherepositoryownernameorusernamethatcreatedtheAccessControlList

ACLName

NameuniquelyidentifyingtheAccessControlListontheDocumentumserver

Authors N N String N

Thecreatorofthedataobject,asshowninDocumentProperties.

Checkedoutto N N String N

Nameofpersonthedataobjectischeckedouttoforediting.

CreationDate Y N Date Y

Atimestampthatindicatesthecreationtimeofthefile.

FileSize Y N Int N Thesizeofthefileinbytes.

FormatApplicationtypeofthedataobject'scontent.

Group Y N String N

ThegroupnameofthefileownerasresolvedbyaDocumentumserver.

Immutable N N String N

Denoteswhetheradataobjectcanbechangeordeleted.

Keywords N N String NKeywordsthatareassociatedwiththedataobject.

LockDate Y N Date NDatethatmachinewas

locked(YYYY-MM-DD)

MM-DD)

LockMachine N N String N

Nameoftheclientmachineonwhichusersareworkingwhentheylockanobject(byacheckoutorbranchoperation).Iftheserverisunabletoresolvethename,r_lock_attributeissettotheclientmachine'sIPaddressinstead.

Atimestampthatindicatesthemodificationtimeofthefile.

Uniquedataobjectidentifierprovidesthedataobject's"handle"tothesystemwherethedataobjectisfound.

ObjectName Y N String N

Nameofthedataobject(file)locatedwithinthecontextofthespecifiedvolume.

Owner Y N String N

TheusernameofthefileownerasresolvedbyaDocumentumserver.

ParentdocumentID Y N String N Dataobject

parentIDParentdocumentname

Y N String N Dataobjectparentname

Retainuntil Y N Date N

Datedataobjectisreleasedfromretention.SetontheDocumentumservernotthroughtheapplication.

application.

Retentiondate Y N Date N

Datedataobjectwasplacedonhold.SetontheDocumentumservernotthroughtheapplication.

RPSmarkupname

RetentionPolicyServicesretentionpolicymarkupname

RPSpolicyname

RetentionPolicyServicesretentionpolicyname

Subject N N String N

Thesubjectofthedataobject.Bydefault,itisthesubjectoftheOfficedocumentasshowninDocumentProperties.Configurablebytheuserwhenitischeckedin.

Title N N String N

Thetitleofthedataobject.Bydefault,itisthetitleoftheOfficedocumentasshowninDocumentProperties.Configurablebytheuserwhenitischeckedin.

Version Y N String N

TheversionofthedataobjectfromaDocumentumserverperspective.

Note:AccessTimenotReset:WhenharvestingDocumentumvolumes,IBM®StoredIQdoesnotresettheaccesstimebacktotheoriginalvaluebeforetheharvest.Thereasonisduetoaknownissue.ResettingthevolumeaccesstimeonIBMStoredIQcausesDocumentumtoresetitsfiles'modificationtimeanddatetothetimeanddateoftheharvest.

Relatedconcepts

Metadatabyattributetype

CenteraservermetadataattributesMetadataforCenteraserverattributesislistedinthefollowingtable.

Table1.MetadataforCenteraserverattributesName Dense Multiple Type Normalized Description

AccessDate Y N Date Y

Atimestampthatindicatesthelastaccessedtimeofthedataobject.

Atimestampthatindicatesthecreationtimeofthedataobject.

FileExtension Y N String NThedataobject'sextension.

FileName Y N String N

Nameofthedataobjectlocatedwithinthecontextofthespecifiedvolume.

FilePath Y N String N

Allattributesthatreferencethedataobject'slocation.

FileSize Y N Int NThesizeofthedataobjectinbytes.

LitigationHold N Y String N

Nameofthelitigationholdthatisappliedtothedataobject.Therecanbemultiplelitigationholdsappliedtoadataobject.

Atimestampthatindicatesthemodificationtimeofthedataobject.

Uniquedataobjectidentifierprovidesthedataobject's

"handle"tothesystemwherethedataobject

thedataobjectisfound.

RetentionClass N N String N

Nameoftheretentionclassthatisappliedtothedataobject.

RetentionPeriod N N String N

Thelengthoftimeadataobjectissettoberetained.

RetentionPolicyName N N String N

Thenameofthepolicythatlastsetretentionforadataobject.

RetentionTag N N String N

Tagdefinedincopypolicythatisretainedinthecopiedandharvesteddataobject.

SourceVolume Y N String N

TheoriginatingserverandsharenamefromwhichanobjectwascopiedtoCentera.

DellDXObjectStoragePlatformmetadataattributesMetadataforDellDXObjectStoragePlatformattributesislistedinthefollowingtable.

Table1.MetadatafroDellDXObjectStoragePlatformattributesName Dense Multiple Type Normalized Description

RetentionTag N N String N

Tagdefinedincopypolicythatisretainedinthecopiedandharvesteddataobject.

TheoriginatingserverandsharenamefromwhichanobjectwascopiedtotheDellserver.

IBMInformationArchiveServermetadataattributesThistabledescribesmetadataforIBMInformationArchiveServerattributes.

Table1.MetadataforIBMInformationArchiveServerName Dense Multiple Type Normalized Description

thedataobjectresides.

RetentionClass N N String N

ThenameoftheIBMInformationArchivemanagementclassthatisboundtothedataobject.

TheoriginatingserverandsharenamefromwhichanobjectwascopiedtotheIBMInformationArchive.

HitachiHCAPServermetadataattributesThistabledescribesmetadataforHitachiHCAPServersattributes.

Table1.MetadataforHitachiHCAPName Dense Multiple Type Normalized Description

Uniquedataobjectidentifierprovidesthedataobject'shandletothe

systemwherethedataobject

TheoriginatingserverandsharenamefromwhichanobjectwascopiedtotheHitachiHCAP.

NetAppSnapLockServermetadataattributesThistabledescribesmetadataforNetAppSnapLockServerattributes.

Table1.MetadataforNetAppSnapLockServerName Dense Multiple Type Normalized Description

TheoriginatingserverandsharenamefromwhichanobjectwascopiedtotheNetAppSnapLockServer.

ExchangeServermetadataattributesThistabledescribesmetadataforExchangeServerattributes.

Table1.MetadataforExchangeServerName Dense Multiple Type Normalized Description

Atimestampthatindicatesthelastaccessedtimeofthefile.

Attachments Y N String NWhetherthedataobjecthasattachments.

BCC Y N String NRecipientsblind-copiedontheemaildataobject.

CC Y N String NRecipientsthatarecopiedontheemaildataobject.

CreationDate Y N Date YAtimestampthatindicatesthecreationtimeofthefile.

FileExtension Y N String N

Theextensionofthedataobject.ForExchange,thisextensionisalways.EML.

Nameofthedataobject(file)locatedwithinthecontextofthespecifiedvolume.

FileSize Y N Int N Thesizeofthefileinbytes.

From Y N String NThesenderoftheemaildataobject.

Importance Y N String N

Theimportancelevelthatisassignedbythesenderoftheemaildataobject:High,

Normal,Low.

Atimestampthatindicatesthemodificationtimeofthefile.

Sensitivity Y N String N

Thesensitivitylevelthatisassignedbythesenderoftheemaildataobject:Normal,Personal,Private,Confidential.

DiscoveryAcceleratormetadataattributesThistabledescribesmetadataforDiscoveryAcceleratorattributes.

Table1.MetadataforDiscoveryAcceleratorName Dense Multiple Type Description

LatestReviewStatus N N String

Allsystem-levelAcceleratorobjectshaveoneofthefollowingstatuses:Produced,Reviewed,Unreviewed,Pending,Questioned.

ReviewMarkNames N Y String

MarknamessetforeachReviewStatusthattheobjectwasputinto.Reviewmarksareuser-defined,andanobjectmighthavemultiplemarks.

ReviewComments N Y String

Comment(text)addedbyaReviewerinDiscoveryAcceleratorforthisobject.Anobjectmighthavemultiplereviewcomments.

Reviewers N Y String

LoginIDofaReviewerwhoeitheraddedaCommentoraStatus/Markontheobject.AnobjectmighthavemultipleReviewers.

MessageType N N String

Allsystem-levelAcceleratorobjectshaveoneofthefollowingmessages:Unknown,Exchange,InstantMessaging,Bloomberg,Fax,Lotus,FSA,SMTP

Relatedconcepts

Metadatabyattributetype

FileNetmetadataattributesThistabledescribesmetadataforFileNetattributes.

Table1.MetadataforFileNetName Dense Multiple Type Description

FoldersFiledIn Y Y Object Thelistoffolderswherethisdocumentisfiled.

Id N Y GUID TheuniqueobjectID.ReferencesFileNetId.

Name N N String

ThisattributereturnsthevalueofthedesignatednamepropertyfortheobjectoritsIDifthereisnonameproperty.ReferencesFileNetName.

DateContentLastAccessed N N Date/time

Thedateandtimewhenthiscontentofadocumentwaslastaccessed.ReferencesFileNetDateContentLastAccessed.

DateCreated N N Date/timeThedateandtimethisobjectwascreated.ReferencesFileNetDateCreated.

DateLastModified N N Date/timeThedateandtimewhenthisobjectwaslastmodified.ReferencesFileNetDateLastModified.

ContentSize N N Float

Thesize(inbytes)ofthecapturedcontentthatisassociatedwiththisobject.ReferencesFileNetContentSize.

Owner N N StringThesecurityowneroftheobject.ReferencesFileNetOwner.

ContentRetentionDate N N Date/time

Thedateuntilwhichtheobjectmustberetained,asdeterminedbythecontentstoragesubsystem.ReferencesFileNetContentRetentionDate.

Creator N N StringThenameoftheuserwhocreatedthisobject.ReferencesFileNetCreator.

DateCheckedIn N N Date/timeThedateandtimethisobjectwascheckedin.ReferencesFileNetDateCheckedIn.

DocumentTitle N N String

DifferentfromDocument.name.ReferencesFileNetDocumentTitle.

DocumentTitle.

IsCurrentVersion N N Boolean

Indicateswhetheritisthecurrentversionintheversionseries.Itisnotaseparateattribute,butratherusedtosettheCurrentstringinattributeVersionStatus(FileNet).ReferencesFileNetIsCurrentVersion.

IsFrozenVersion N N Boolean

Indicateswhetheruserpropertiesorcontentcanbemodified.Itisnotaseparateattribute,butratherusedtosettheFrozenstringinattributeVersionStatus(FileNet).ReferencesFileNetIsFrozenVersion.

IsInExceptionState N N Boolean

Indicateswhetherthelifecycleofadocumentisinexceptionstate.ReferencesFileNetIsInExceptionState.

IsReserved N N Boolean

Indicateswhetherauserreservedtherighttocheckinaversionafterthisversion.ReferencesFileNetIsReserved.

LastModifier N N StringThenameoftheuserwholastmodifiedthisobject.ReferencesFileNetLastModifier.

MajorVersionNumber N N Integer

Themajorversionnumberforthisdocumentversion.ReferencesFileNetMajorVersionNumber.

MimeType N N StringTheMIMEtypeofthedocument.ReferencesFileNetMimeType.

MinorVersionNumber N N Integer

Theminorversionnumberforthisdocumentversion.ReferencesFileNetMinorVersionNumber.

ReleasedVersion N N BooleanIndicateswhetheruserpropertiesorcontentcanbemodified.

VersionStatus N N Integer

Theversionstatusofthisdocumentversion.Thesestatusoptionsarelistedhere.

InProcessCurrentversionReleasedSuperseded

SupersededFrozen

EmailmetadataattributesThistabledescribesmetadataforemailattributes.

Table1.Metadataforemail

Name Dense Multiple TypeAvailablefor

NonMicrosoftEmail

Description

Anyaddress N Y String YAnyrecipientorthesenderofanemailobject

Attachments

Whetherthedataobjecthasattachments.Trueifmessagehasattachments

Recipientsthatareblind-copiedontheemaildataobject

Recipientsthatarecopiedontheemaildataobject

Clientsubmittime Y N Date Y

Conversationindex N N String N

Avaluethatindicatestherelativepositionofthismessagewithinaconversationthread

Conversationtopic N N String N

Thetopicofthefirstmessageinaconversationthread

Expiretime N N Date N

Thedateandtimeatwhichthemessagingsystemcaninvalidatethecontentofamessage(YYYY-MM-DD)

FromThesenderoftheemaildataobject

Importance

Theimportancelevelthatisassignedbythesenderoftheemaildataobject:High,Normal,Low

InternetmessageID N N String Y

CorrespondstothemessageIDfieldasspecifiedin[RFC2822]

Is-part-of

TRUEifobjectispartofemailbody,emailattachment,miscellaneousemailitem'sbodyormiscellaneousemailitem'sattachment

Messagecreatetime N N Date Y

Datethemessagewascreated(YYYY-MM-DD)

Messagedeliverytime N N Date Y

Messagemodifytime N N String Y

Datethemessagewaslastmodified(YYYY-MM-DD)

Priority N N String Y

Theorderorspeedatwhichthemessagemustbesentbythemessagingsystemsoftware:Urgent,Normal,Low

ProofofDeliveryRequested N N Boolean N

TRUEifamessagesenderrequestsproofofdeliveryforaparticularrecipient

Proofof

TRUEifamessagesenderrequestsproofthatthemessagetransfer

ProofofSubmissionRequested

N N Boolean N transfersystemwassubmittedamessagefordeliverytotheoriginallyintendedrecipient

ProviderSubmitTime N N Date Y

Thedateandtimeatransportproviderpassedthemessagetoitsunderlyingmessagingsystem(YYYY-MM-DD)

Receivedby N N String N Messagerecipient

Receiveddate

Datethemessagewasreceived(YYYY-MM-DD)

ReceivedRepresenting N N String N

Thedisplaynameforthemessaginguserthatisrepresentedbytherecipient

ReplyMessageID N N String Y

Theoriginalmessage'sPR_INTERNET_MESSAGE_IDpropertyvalue

ReplyMessagetime N N Date N

Timewhenthereplywassent(YYYY-MM-DD)

ReplyRequested N N Boolean Y

TRUEifamessagesenderrequestsareplyfromarecipient

Sensitivity

Thesensitivitylevelthatisassignedbythesenderoftheemaildataobject:Normal,Personal,Private,Confidential

SentdateDatethemessagewas

Sentdate messagewassent(YYYY-MM-DD)

SentRepresenting N N String N

Containsthedisplaynameforthemessaginguserthatisrepresentedbythesender

SubjectThesubjectoftheemaildataobject

ToTherecipient/softheemaildataobject

TransportMessageHeaders

N N Date Y

Containstransport-specificmessageenvelopeinformation

DataobjectpropertyattributesThistabledescribesDataObjectPropertyAttributes.Dataobjectpropertyattributesarestoredinsidethedataobject.

Table1.DataobjectpropertyattributesName Dense Multiple Type

Comment N Y StringKeyword N Y StringLastsavedby N Y StringPrimaryauthor N Y StringSubject N Y StringTitle N Y StringAbstract N Y StringAccount N Y StringAddress N Y StringAttachments N Y StringAuthorization N Y StringBackupdate N Y StringBillto N Y StringBlindcopy N Y StringCarboncopy N Y StringCategory N Y StringCheckedby N Y StringClient N Y StringCompleteddate N Y StringCharacters N Y StringPages N Y StringWords N Y StringCreated N Y StringDepartment N Y StringDestination N Y StringDisposition N Y StringDivision N Y StringTotaleditingtime N Y StringEditor N Y StringForwardto N Y StringGroup N Y StringLanguage N Y StringPrinted N Y StringMailstop N Y String

Matter N Y StringOffice N Y StringOperator N Y StringOwner N Y StringProject N Y StringPublisher N Y StringPurpose N Y StringReceivedfrom N Y StringRecordedby N Y String

Recordeddate N Y StringReference N Y StringRevisiondate N Y StringRevisionnotes N Y StringRevisionnumber N Y StringSecondaryauthor N Y StringSection N Y StringSecurity N Y StringSource N Y StringStatus N Y StringType N Y StringTypist N Y StringVersiondate N Y StringVersionnotes N Y StringVersionnumber N Y StringBasefilelocation N Y StringManager N Y StringCompany N Y StringLastsaved N Y StringPresentationformat N Y StringBytes N Y StringLines N Y StringParagraphs N Y StringSlides N Y StringHiddenslides N Y StringNotes N Y StringMultimediaclips N Y StringCharacters(withspaces) N Y String

Scalecrop N Y StringLinksdirty N Y StringTitleofparts N Y StringHeadingpairs N Y StringDocumentnumber N Y StringApplicationversion N Y StringUserdefined N Y String

SharePointattributesThistabledescribesSharePointmetadataattributes.

Table1.MetadataforSharePointName Dense Multiple Type Normalized Description

CheckedOutTo Y N String N

Nameoftheuserwhocurrentlyhasthedataobjectcheckedout.Thisattributeisemptyifthefileisnotcheckedout.

CreatedDate Y N Date Y

Atimestampthatindicatesthecreationtimeofthefile.

Extension Y N String N

TheextensionofthedataobjectontheSharePointserver.

SystemPath Y N String N

Status Y N String N

Thestateofthedataobject:published,checkedout,orcheckedin.Thetitleofthedataobject.Bydefault,thisattribute

isthetitleoftheOffice

Title Y N String N theOfficedocumentasshowninDocumentProperties.Configurablebytheuserduringcheck-in.

URL Y N String NTheURLthatpointstothedataobjectonSharePoint.

Version Y N String N

Theversionofthedataobject,fromaSharePointserverperspective

CalendarmetadataattributesThistabledescribesmetadataattributesforcalendaritems.

Table1.MetadataforcalendarAttributeName Dense Multiple Type Normalized Description

Eventduration No No Integer No Timeinminutes

Eventenddate No No String Yes(ISO8601)Dateacalendarentryend(YYYY-MM-DD)

Eventlocation No No String Yes(lowercase)

Locationfieldinacalendarentry

Eventstartdate No No String Yes(ISO8601)

Datethatacalendarentrybegins(YYYY-MM-DD)

isMeeting No No Boolean No

Trueifthecalendarentryisameeting(Anyentrythathasattendees)

ContactmetadataattributesThistabledescribesmetadataattributesforcontacts.

Table1.MetadataforcontactAttributeName Dense Multiple Type Normalized Description

Businessaddress No No String Yes

(lowercase)

Businessaddressthatislistedforacontactentry

Businessphone No No String Yes

(lowercase)

Businessphonethatislistedforacontactentry

Company No No String Yes(lowercase)

Companythatislistedforacontactentry

Contactjobtitle No No String Yes

(lowercase)Jobtitlethatislistedforacontactentry

Contactkeywords No No String Yes

(lowercase)Keywordsthatarelistedforacontactentry

Department No No String Yes(lowercase)

Departmentthatislistedforacontactentry

Emaildisplayname No No String Yes

(lowercase)

Emaildisplaynamethatislistedforacontactentry

Fullname No No String Yes(lowercase)

Fullnamethatislistedforacontactentry

Homeaddress No No String Yes(lowercase)

Homeaddressthatislistedforacontactentry

Homephone No No String Yes(lowercase)

Homephonethatislistedforacontactentry

IMaddress No No String Yes(lowercase)

InstantMessengeraddressthatislistedforacontactentry

Mobilephone No No String Yes(lowercase)

Mobilephonenumberthatislistedforacontactentry

Officelocation No No String Yes(lowercase)

OfficelocationthatislistedforacontactentryPagernumber

Pager No No String Yes(lowercase)

Pagernumberthatislistedforacontactentry

Webpage No No Yes(lowercase)

Webpagethatislistedforacontactentry

DigitalsignaturesmetadataattributesThistabledescribesattributesthatareusedinIBM®StoredIQdataanalysis.

Table1.MetadatafordigitalsignaturesAttributeName Dense Multiple Type Normalized Description

Encryptiontype No No Enum Yes

(lowercase)LotusNotes'or'General'

Hash Yes No String Yes(lowercase)

Hashvaluefortheobject

NSRLdigitalsignature Yes No Boolean No

Trueiftheobject'shashvaluematchesanitemontheNSRLhashlist

ProcessingmetadataattributesThistabledescribesattributesthatareusedindataprocessing.

Table1.MetadataforprocessingdataAttributeName Dense Multiple Type Normalized Description

Binaryprocessingstate

Yes No Integer Yes

Stateofbinaryprocessing:NotPerformed,Successful,Partial,Failed

Binaryerrorcode No Yes String Yes

(lowercase)

Whenbinaryprocessingisperformed,thefollowingcodesapply:Indexingofbinarytextfailed,Binarytextpartiallyindexed,Binarycontenttaggingfailed,Maxentitiesreachedinbinarytext,Binarytextextractionfailed,Binaryfullprocessingcompleted

Contentprocessingstate

Yes No Integer Yes

Stateofcontentprocessing:NotPerformed,Successful,Partial,Failed

Contenterrorcode

No Yes String Yes(lowercase)

Whenthecontentprocessingstateis"Partial"or"Failed,"thefollowingcodesapply:Configuredskippeddataobject,Unsupportedfileformat,Configuredmax.objectsize,Indexingfailed,Partially

indexed,Unknownfile

code (lowercase) Unknownfileformat,Contenttaggingfailed,Maxentitiesreached,Encryptedorpasswordprotected,Textextractionfailed,Notextinthisfileformat,Couldnotreadsourceobject,Maxentityvaluelengthreached

Object Yes No Integer Yes

Systemprocessingstate

Yes No Integer Yes

Stateofsystemprocessing:Successful,Partial

Systemerrorcode No Yes Yes

(lowercase)

Whensystemprocessingstateis"Partial,"thefollowingcodeapplies:User/Grouplookupfailed

TaskmetadataattributesTable1.Metadatafortaskitems

AttributeName Dense Multiple Type Normalized Description

Taskcomplete No No Boolean NoTrueifthetaskismarkedascomplete

Taskduedate No No String Yes(ISO8601)Datethetaskismarkedasbeingdue(YYYY-MM-DD)

Taskowner No No String Yes Creatorofthetask

Taskpercentcomplete No No Integer Yes

Percentcompleteofatask

Taskstartdate No No String Yes(ISO8601)Datethetaskismarkedasbeingstarted(YYYY-MM-DD)

Taskstatus No No String Yes Statusofatask

AttributevaluetypesThistabledescribesthevalueandinstance-basedexpressionsthatcanbeusedwithaquerycondition,dependingonthetypeofattribute.

Table1.AttributevaluetypesValueType Dense Sparse

SingleInstance Multi-instance SingleInstance Multi-instance

String

Appears AppearsAppearsuniquely AppearsuniquelyDoesnotappear Doesnotappear

Is Is Is IsIsnot Isnot Isnot IsnotContains Contains Contains ContainsDoesnotcontain Doesnotcontain Doesnotcontain DoesnotcontainBeginswith Beginswith Beginswith BeginswithEndswith Endswith Endswith EndswithMatchesregularexpression

Matchesregularexpression

atleastntimes(n>0) atleastntimes

atmostntimes(n>0) atmostntimes

exactlyntimes(n=0) exactlyntimes

Appears AppearsAppearsuniquely AppearsuniquelyDoesnotappear Doesnotappear

Is Is Is IsBetweenxandydaysago

Betweenxandydaysago

Atleastxdaysago

Atmostxdaysago

atleastntimes(n>0) atleastntimes

atmostntimes(n>0) atmostntimes

Appears AppearsInt Appears Appears

Appearsuniquely AppearsuniquelyDoesnotappear Doesnotappear

Equals Equals Equals EqualsAtleast Atleast Atleast AtleastAtmost Atmost Atmost Atmost

Between Between Between Betweenatleastntimes(n>0) atleastntimes

(n>0)atmostntimes(n>0) atmostntimes

Notperformed NotperformedSuccessful SuccessfulPartial PartialFailed Failed

IBMLotusNotesmetadataattributesThistabledescribesmetadataforIBMLotusNotesattributes.

Table1.MetadataforIBMLotusNotesAttributeName Dense Multiple Type Normalized Description

Attachments

Whetherthedataobjecthasattachments.Trueifmessagehasattachments

Bcc,BlindCopyTo,EnterBlindCopyTo

Recipientsthatareblindcopiedontheemaildataobject

CC,CoptyTo,EnterCopyTo

Recipientsthatarecopiedontheemaildataobject

Thread_Topic N N String N

Thetopicofthefirstmessageinaconversationthread

FromThesenderoftheemaildataobject

Importance

Theimportancelevelthatisassignedbythesenderoftheemaildataobject:High,Normal,Low

Message-ID N N String Y

CorrespondstothemessageIDfieldasspecifiedin[RFC2822]

Is-part-of

TRUEifobjectispartofemailbody,emailattachment,miscellaneousemailitem'sbodyormiscellaneousemailitem's

attachmentDatethe

Create,ComposedDate N N Date Y

Datethemessagewascreated(YYYY-MM-DD)

DeliveredDate N N Date Y

Modify N N String Y

Datethemessagewaslastmodified(YYYY-MM-DD)

DeliveryPriority N N String Y

Theorderorspeedatwhichthemessagemustbesentbythemessagingsystemsoftware:Urgent,Normal,Low

ReturnReceipt N N Boolean N

TRUEifamessagesenderrequestsproofofdeliveryforaparticularrecipient

Sensitivity

Thesensitivitylevelthatisassignedbythesenderoftheemaildataobject:Normal,Personal,Private,Confidential

Sent,PostedDatethemessagewassent(YYYY-MM-DD)

SentRepresenting-Name N N String N

Containsthedisplaynameforthemessaginguserthatisrepresentedbythesender

SubjectThesubjectoftheemaildataobject

To,SendToTherecipient/softheemaildataobject

Attachments

Whetherthedataobjecthasattachments.Trueifmessagehas

messagehasattachments

EnterprisevaultmetadataattributesThistabledescribesmetadataforenterprisevaultattributes.

Table1.MetadataforenterprisevaultName Dense Multiple Type Description

Archivedate(EnterpriseVault)

N N DateDatethattheobjectwasarchived(YYYY-MM-DD).

Author(EnterpriseVault)

N N StringThecreatoroftheobject,asshowninthearchiveproperties

Contentfingerprint(EnterpriseVault)

N N StringContentfingerprintoftheobject

CustomID(EnterpriseVault)

N N StringApplication-specificIDfortheobject

Customproperties(EnterpriseVault)

N Y StringApplication-specificinformationfortheobject

Dedupefingerprint(EnterpriseVault)

N N StringDeduplicationfingerprintoftheobject

DominoUNID(EnterpriseVault)

N N String DominoUniversalNoteID

FSAoriginalname(EnterpriseVault)

N N StringFilesystemarchiveoriginalname

Keywords(EnterpriseVault)

N Y StringKeywordsthatareassociatedwiththedataobject

Messagetype(EnterpriseVault)

N N StringDatatypeoftheobject(DOC,XLS,MSG)

Missingcontentreason(EnterpriseVault)

N N NumericStringReasonthatobjectcontentisnotavailableinthearchive

Originallocation(EnterpriseVault)

N N StringOriginallocationofthearchivedobject

Retentioncategory(EnterpriseVault)

N N StringNameofretentioncategorythatisappliedtotheobject

Retention

expires(Enterprise

N N DateString

Datethatthe

retentionontheobjectexpires

(EnterpriseVault)

objectexpires(YYYY-MM-DD)

JivemetadataattributesThistabledescribesattributesthatareusedinJiveitems.

Table1.MetadataforJiveAttributeName Dense Multiple Type Normalized Description

AuthorID(Jive) No No String No

TheuniqueIDoftheauthorwithinJive.

AuthorName(Jive) No No String No

Theauthor'sfullnamewithinJive.

AuthorUsername(Jive)

No No String NoTheauthor'susernamewithinJive.

ContentID(Jive) No No String No

TheuniqueIDofcontentwithinJive.

ContentURL(Jive) No No String No

Thecontent'sURLwithinJive.

DiscussionQuestion(Jive) No No Boolean No

IndicateswhethertheJivediscussionwasmarkedasaquestion.

LikeCount(Jive) No No Date No

Indicatesthatthenumberoftimesthatcontentwasmarkedas"liked"onJive.

PlaceID(Jive) No No String NoTheuniqueIDoftheparentplaceonJive.

PlaceName(Jive) No No String No

ThenameoftheparentplaceonJive.

PlaceURL(Jive) No No String No

TheURLoftheparentplaceonJive.

PublishedDate(Jive) No No Date No

Thepost'spublisheddateonJive.

ReplyCount(Jive) No No Date No

IndicatesthatthenumberofrepliespostedtocontentonJive.

Status(Jive) No No String NoIndicatesadiscussion'sstatusonJive.

Subject(Jive) No No String NoIndicatescontent's

subjectonJive.

Version(Jive) No No String NoIndicatesadocument'sversiononJive.

ViewCount(Jive) No No Date No

IndicatesthatthenumberoftimescontentwasviewedonJive.

ChattermetadataattributesThistabledescribesattributesthatareusedinChatteritems

Table1.MetadataforChatterAttributeName Dense Multiple Type Normalized Description

ObjectID(Chatter) No No String No

TheuniqueIDoftheobjectwithinChatter.

Objecttype(Chatter) No No String No

ThetypeofobjectwithinChatter.

ParentgroupID(Chatter) No No String No

TheuniqueIDoftheparentgrouporprofilewithinChatter.

Parentgroupname(Chatter)

No No String No

ThenameoftheparentgrouporprofilewithinChatter.

ParentpostID(Chatter) No No String No

TheuniqueIDoftheparentpostwithinChatter.

Parentposttype(Chatter) No No Boolean No

TheobjecttypeoftheparentpostwithinChatter.

CreatedbyuserID(Chatter)

No No Date NoTheuniqueIDofthecreatorwithinChatter.

Createdbyusername(Chatter)

No No String NoTheusernameofthecreatorwithinChatter.

Createddate(Chatter) No No Datetime No

TheposteddatewithinChatter.

Commentcount(Chatter)

No No Integer NoThenumberofcommentsforapostwithinChatter.

Likecount(Chatter) No No Integer No

Thenumberof"likes"forapostorcommentwithinChatter.

Title(Chatter) No No String NoThetitleforlinksandattachmentswithinChatter.

LinkURL(Chatter) No No String No

ThecontentoflinkspostedwithinChatter.

ManagingIBMStoredIQeDiscoveryIBM®StoredIQeDiscoverycapturesandmanagestheelectronicdatainyoursystem.IBMStoredIQeDiscoveryuses"matter"tocreateandorganizeinformationsothatyoucanalwayseasilyaccessthedatathatyouneedandreviewthestatusorprocessofyourwork.

ThefollowingtopicsdescribeindetailhowtouseIBMStoredIQeDiscoverytoachieveyourbusinessgoals.

OverviewofIBMStoredIQeDiscoveryIBMStoredIQeDiscoveryisdesignedforthelegaluserstomanagetheirelectronicdata.Withthisapplication,youcancaptureandcontrolthedatatocommunicatewithotherusersabouttheworkstatusandcasereviewprocess.ActionsonamatterProvidesinstructionsabouthowtomanagemattersontheMatterDashboard.MatterconfigurationMattersarethebasisofanye-discoverywork.Throughmatterconfiguration,youcantunethemtomeetyourlegalneeds.ActionsonaboxWhenanIdentificationBoxiscreated,multipleactionsareavailabletohelpyoucategorizeandmovedataobjectsaspartofthee-discoveryprocess.

OverviewofIBMStoredIQeDiscoveryIBM®StoredIQeDiscoveryisdesignedforthelegaluserstomanagetheirelectronicdata.Withthisapplication,youcancaptureandcontrolthedatatocommunicatewithotherusersabouttheworkstatusandcasereviewprocess.

IBMStoredIQeDiscoveryidentifiesandcatalogsdataortypesofdatathatcaneventuallyberesponsivetolegalmatters.ThedatathatiscollectedandretainedbyIBMStoredIQeDiscoveryisthenproducedinawaythatmatchesacceptedorrequiredlegalpractices.

IBMStoredIQeDiscoverycanbeusedtoaccomplishanyofthesetasks:

Createamatterforalawsuit.Createboxestocontainemailsandreportsaboutcases.Visualizethestatusofthedifferentactivematters.Communicatewithemailsdirectlyfromtheapplicationtodiscussanyquestionsaboutamatter.

BeforeyouuseIBMStoredIQeDiscovery,ensurethatyoumeettheseprerequisites:

TheIBMStoredIQPlatformmustbedeployed,configured,andreadyforuse.IBMStoredIQeDiscoveryisdependentuponotherIBMStoredIQapplicationssuchasIBMStoredIQAdministratorandIBMStoredIQDataWorkbench.

AboutthistaskTheseapplicationsinclude:

IBMStoredIQDataWorkbenchIBMStoredIQeDiscoveryIBMStoredIQDataScriptIBMStoredIQPolicyManagerIBMStoredIQAdministrator

Toswitchtotheapplicationthatyouwanttoworkon,followthesesteps.

Procedure1. Withintheglobalnavigationbar,clickthewhitearrownexttothenameofthe

application.Amenuappears,listingavailableIBMStoredIQPlatformapplications.2. Inthemenu,clickthenameoftheapplicationtowhichyouwanttoswitch.

Note:Therearefourrolesforusers:administrator,datauser,discoveryuser,andpolicyuser.DifferentIBMStoredIQPlatformapplicationsareavailabletotheuser,dependingonwhatroleswereselected.AdministratorshaveaccesstoIBMStoredIQAdministratorinadditiontoIBMStoredIQDataWorkbench,IBMStoredIQeDiscovery,andIBMStoredIQDataScript.DiscoveryusershaveaccesstoIBMStoredIQeDiscovery.DatausershaveaccesstoIBMStoredIQDataWorkbench.PolicyusershaveaccesstoIBMStoredIQPolicyManager.

Parenttopic:OverviewofIBMStoredIQeDiscovery

ActionsonamatterProvidesinstructionsabouthowtomanagemattersontheMatterDashboard.

MatterDashboardviewTheMatterDashboardprovidesahigh-leveloverviewofmatterswithinIBM®StoredIQeDiscovery.Ithelpsyoutofindandidentifymattersofinterest.

AmatterisacentralcontainerobjectwithinIBMStoredIQeDiscovery.Youcanorganizeallinformationthatpertainstoapotentialoractivelegalmatter.Matterscanbeseenonthematterdashboard.Itshowsamatter'sstatuswhileitprovidescriticalpiecesofinformationforeachmatter:itsmatterandboxnavigationtrail,itsname,abriefdescription,itscreationdateandtime,andavisualcueaboutitsstatus.Italsoprovidesinsightintothecontentsofthematter,includingwhatboxesandreportsitcontainsandrelevantcontactsforthematter.Mattersarelistedaccordingtothetimesequenceoftheircreation.FromtheMatterDashboard,youcandothefollowingtasks:

Viewamatterbyclickingthematterthatyouwanttosee.Searchforamatterbyfilteringtheexistingmatters.AddamatterbyclickingCreateMatter.

ViewofamatterThroughaccessingthematter,youcanviewthecontentsofanexistingmattersuchasitsboxesandreports.EmailingthecontactpersonofamatterYoucanemailthecontactpersonofamatterbyclickingthenameofthatpersonontheMatterDashboard.FilteringforamatterYoucanfilterforaspecificmatterwithinexistingmattersfromtheMatterDashboard.AddingamatterAmatterisacontainerthatencapsulatesalldatathatyouaregatheringforaspecificlegalcase.Itcanalsocontainsomeconstrainingparameterssuchasmatterdatesandidentifyinginformationlikethematter'snameanddescription.MattersareanessentialcomponentofusingIBMStoredIQeDiscoveryandcanbeaddedfromtheMatterDashboard.DeletingamatterMatterscanbedeletedfromtheMatterDashboard.

Parenttopic:Actionsonamatter

RelatedconceptsActionsonamatter

ViewofamatterThroughaccessingthematter,youcanviewthecontentsofanexistingmattersuchasitsboxesandreports.

OntheMatterDashboard,double-clickthematterthatyouwanttoview.ThematteropensontheMatterDetailspage.

Parenttopic:MatterDashboardview

RelatedconceptsMatterDashboardview

EmailingthecontactpersonofamatterYoucanemailthecontactpersonofamatterbyclickingthenameofthatpersonontheMatterDashboard.

Procedure1. FromtheMatterDashboard,findthematterthatcontainsthecontactpersonyouwant

toemail.2. IntheContactsareaofthatmatter,clickthenameoftheindividualyouwanttoemail.An

emailtothatindividualautomaticallyopensinyouremailclientwiththematter'snameasthesubjectoftheemail.Note:TheDataExpertforaboxcanalsobeemailedbyclickingContactDataExpertonthematter'sBoxesandReportspage.

FilteringforamatterYoucanfilterforaspecificmatterwithinexistingmattersfromtheMatterDashboard.

Procedure1. FromtheMatterDashboard,intheEntertermshere....textbox,enterthenameofthematterforwhichyouwanttofilter,andthenpressSearch.Youcanentereitherthefullmatternameoraportionofit.Onlymatternamesthatmatchthefilterentryaredisplayedinthelist.Mattersthatmatchtheenteredsearchtermarereturned.

2. Viewthematterbydouble-clickingitwithintheMatterDashboard.3. Toremovethesearchterm,clicktheXtotheleftoftheEntertermshere....textbox.

AddingamatterAmatterisacontainerthatencapsulatesalldatathatyouaregatheringforaspecificlegalcase.Itcanalsocontainsomeconstrainingparameterssuchasmatterdatesandidentifyinginformationlikethematter'snameanddescription.MattersareanessentialcomponentofusingIBM®StoredIQeDiscoveryandcanbeaddedfromtheMatterDashboard.

Procedure1. WithintheMatterDashboard,clickCreateMatter.TheCreateMatterdialogbox

appears.TheCreateMatterdialogboxhasfourfields:Name,Description,DataExpertContact,andLegalOpsContact.

2. IntheNametextbox,enterauniquenameforthismatter.ThisnameappearsontheMatterDashboardpage,providingyouaneasywaytoidentifythematter.

3. IntheDescriptiontextbox,enterauniquedescriptionofthismatter.4. IntheDataExpertContacttextbox,selecttheuserthatservesastheDataExpertfor

thismatter.TheusersinthislistarepopulatedwiththeIBMStoredIQAdministratorusermanagementfeature.

5. IntheLegalOpsContacttextbox,selecttheuserthatservesastheLegalOperationscontactforthismatter.TheusersinthislistarepopulatedwiththeIBMStoredIQAdministratorusermanagementfeature.

6. ClickSave.ThenewlycreatedmatterappearswithintheMatterDashboard.Whenyouhaveamatter,thenyoucancreateboxesandbegintomanageyoure-discoveryprocess.

DeletingamatterMatterscanbedeletedfromtheMatterDashboard.

Procedure1. WithintheMatterDashboard,placeyourmouseoverthematteryouwanttodelete.2. ClickDelete,whichappearswithintheContacttile.TheDeleteMatterconfirmationbox

appears.Note:Youcannotdeleteamatterthathasaboxinapendingstate.

3. WithintheDeleteMatterconfirmationbox,clickDelete,andthematterisremovedfromtheMatterDashboard

Parenttopic:Matterconfiguration

RelatedconceptsMatterDashboardviewMatterconfiguration

MatterconfigurationMattersarethebasisofanye-discoverywork.Throughmatterconfiguration,youcantunethemtomeetyourlegalneeds.

EditingamatterUsethefollowingproceduretoeditanexistingmatter.DeletingamatterMatterscanbedeletedfromtheMatterDashboard.CreatingaboxAboxisacontainerforrequesteddatawithinamatter.Itservesastheobjectofreferenceasyoumovefrommanaginginformationthroughtodataidentification,collection,andexport.EditingthesummaryofaboxWhenyouareeditingabox,youcanmodifythebaseinformationormetadatathatisenteredduringboxcreation.

EditingamatterUsethefollowingproceduretoeditanexistingmatter.

Procedure1. WithintheMatterDashboard,double-clickthematterthatyouwanttoedit.Thematter

opens,showingboththeMatterDashboardfortheselectedmatterandthematter'sboxesandreports.

2. Intheupperright-handcorner,clickEditMatter.TheEditMatterdialogboxappears.3. Editthematterasneeded,changingthenameordescriptionofthematter.4. ClickSave.

RelatedconceptsMatterconfiguration

Creatingabox

Aboxisacontainerforrequesteddatawithinamatter.Itservesastheobjectofreferenceasyoumovefrommanaginginformationthroughtodataidentification,collection,andexport.

BoxesarecreatedwithinmatterfromtheBoxesandReportspage,whichhasfourareas:Boxes,Summary,Reports,andAvailableActions.

BoxThistabledescribesthefieldsthatappearontheleftsideoftheMatterOverviewscreen,labeledBoxes.

Table1.BoxtablefieldsanddescriptionsFieldName Description

Name Thenameoftheboxwithinthematter.Type Alistofthetypeofthebox.OptionsincludeIdentification,Export,andCollection.Created Alistofthedateandtimeatwhichtheboxwascreated.

Status Thesystemstatusofthebox.OptionsincludeActiveorPending.IftheboxisinaPendingstate,certainlinkssuchasFileListandDataMapcanbedisabled.

TotalBoxObjects

Thisfieldliststhetotalnumberofdataobjectsintheselectedbox.Ifaboxisselectedinthetable,thenthecountsinthisfieldupdatetoreflecttheselectedbox.

EstimatedTotalBoxSize

Thisfieldliststheestimatedtotalsizeofdataobjectsintheselectedbox.Ifaboxisselectedinthetable,thenthecountsinthisfieldupdatetoreflecttheselectedbox.

Selectingabox

1. IntheAllBoxeslist,selectthetypeofboxyouwanttoview.OptionsincludeAllBoxes,IdentificationBoxes,CollectionBoxes,andExportBoxes.

IdentificationBoxes:Identifyingdataisakeystepinthee-discoveryprocessthatisbasedonseveralmethods,includingcustodiansandmatterterms.AnIdentificationBoxistheinitialtypeofboxthatiscreatedwhenyouareconfiguringamatter,anditiskeytodefiningthedatawithinamatter.CollectionBoxes:ACollectionBoxcollectsdataforpreservationwhenitisapproved.ExportBoxes:AnExportBoxretainsspecificdatawhenitisapprovedforexport.

2. Dependingontheselectionthatyoumade,boxesofthattypeappearintheBoxestable.Note:Bydefault,theonlytypeofboxyoucancreateisanIdentificationBox.WhenyoucreateanIdentificationBox,youcancreateaCollectionBoxorExportBoxthatisbasedontheoriginalIdentificationBox.

SummaryThistabledescribestheSummaryareaontherightsideoftheMatterOverviewscreen.

Table2.SummaryoptionsanddescriptionsFieldName Description

Name Thenameoftheselectedbox.Description Thedescriptionoftheselectedbox.

DetailsProvideslinkstodetaileddataforthebox,includingFileListandDataMap.Whenaboxisinapendingstate,theselinksaredisabled.

Started Thecreateddateandtimeofthebox.

Started Thecreateddateandtimeofthebox.Status Thesystemstatusoftheselectedbox:ActiveorPending.

ReportsThistabledescribestheReportsareaontherightsideoftheMatterOverviewscreen.

Table3.ReportsoptionsanddescriptionsFieldName Description

Name Thenameofthereport.Created Thecreationdateandtimeofthereport.OverallStatus Thecreationstatusofthereport.OptionsincludeCompleteorPending.

AvailableActionsThisareaprovideslinkstowhatactionscanbetakenonaselectedbox.Fromhere,youcanclickalinktoactonabox.Theselinkoptionsareavailable:

CreateIdentificationBoxRefinethisboxRestartthisboxCreateaCollectionBoxthatisbasedonthisboxCreateanExportBoxthatisbasedonthisboxClonethisboxRunareportonthisboxDeletingthisbox

Creatinganidentificationbox

1. Selectthematterinwhichyouwanttocreateabox.2. ClickCreateIdentificationBox.TheCreateBoxdialogboxappears.Therearefive

subtabsintheCreateIdentificationBoxdialogbox:BaseInformation,WhereandWhen,Who,Terms,andNotes.

3. WithintheBaseInformationsubtab,completethesefields.a. IntheNametextbox,enterthenamefortheboxanditsoutputs.b. Optionally,intheDescriptiontextbox,enterabriefdescriptionofthebox.c. ClickNexttoaccesstheWhereandWhensubtab.

4. WithintheWhereandWhensubtab,completethesefields.a. IntheFileLocalecheckboxes,selectatleastonelocaleforthisbox.Options

includeAllUserData,FileShares,Emails,Desktops,andCollaborationFiles.Note:IfyouselecttheAllUserDatacheckbox,allfile-localeoptionsareautomaticallyselected.

b. IntheTimeIntervalarea,enterthestartandenddatesforthisbox.c. ClickNexttoaccesstheWhosubtab.

5. WithintheWhosubtab,completethesefields.a. Selectidentitiestoactascustodiansforthebox.UseAddandRemovetomove

custodiansfromtheAllIdentitieslisttotheBoxCustodianslist.Note:IdentitiesarecreatedbyanadministratorintheconceptportionofIBM®StoredIQAdministrator.Note:Searchforaspecificidentitybyenteringalloraportionoftheuser'snameintheEnterterms...textboxandclickingSearch.

b. SelectAnyIdentitiesorAllIdentities.ThisfieldisaBooleanAND/ORvalue.Note:Bydefault,AnyIdentitiesisselected.BychangingtheAnyIdentities/AllIdentitiessetting,youmightobtainunexpectedresults.

c. ClickNexttoaccesstheTermssubtab.6. WithintheTermssubtab,completethesefields.

Note:Enteredtermsareusedaspartofafull-textsearchwithinaninfoset.Thedataobjectswithintheinfosetmustbepartofthefull-textindextoreturnresults.

a. Optionally,enterlitigationtermsforthisbox.IntheEntertermandclickAdd

textbox,enterthewantedlitigationterm,andthenclickAdd.Note:UseDeleteandDeleteAlltoremoveaddedlitigationterms.

b. SelectAnyTermorAllTerms.ThisvalueisaBooleanAND/ORvalue.Note:Bydefault,AnyTermisselected.BychangingtheAnyTerm/AllTermssetting,youmightobtainunexpectedresults.

c. ClickNexttoaccesstheNotessubtab.7. WithintheNotessubtab,optionallyenternotesorextrainstructionsforthebox's

dataexpert.IntheNotestoDataExperttextbox,entertheinformation.Note:Thistextboxhasalimitof2,000characters.

8. ClickFinish.TheBoxesandReportspageofthematterpopulateswiththeparameterssetduringboxcreationwiththeboxinaPendingstate.

9. WhenanIdentificationBoxiscreated,itisplacedinaPendingstate.AnemailissenttotheDataExpert,indicatingthattheDataExpertmustgeneratearesponsethatmatchestheparametersthatareindicatedintheboxrequest.Tocompletetheinfosetrequest,theDataExpertmustclicktheURLinthesystem-generatedemail.

10. Whentheinfosetisaddressed,theboxmovesfromaPendingtoAvailablestate,atwhichpointmoreactionsbecomeavailabletothatbox.TheactionsavailableintheAvailableActionsareathatischangedfromasingleoption,CreateIdentificationBox,tomultipleoptions.

EditingthesummaryofaboxWhenyouareeditingabox,youcanmodifythebaseinformationormetadatathatisenteredduringboxcreation.

Procedure1. Withinthematter,selecttheboxthatyouwanttoeditintheBoxestable.2. IntheSummaryarea,clickEdit.3. Modifythesummaryoptionsoftheboxasneeded.

DatamapsThedatamapprovidesavisuallayoutofyourdataandin-depthinformationaboutdatasourcetypes,datacategories,sizeoramounts,thenumberofdataobjects,anddetails.ViewingthefilelistordatamapThefilelistanddatamaphelpsyoutoexploreyourdata,itsdetails,andrelationships.

DatamapsThedatamapprovidesavisuallayoutofyourdataandin-depthinformationaboutdatasourcetypes,datacategories,sizeoramounts,thenumberofdataobjects,anddetails.

Thedatamapcontainstheseareas:DataMapOption Description

GroupBy

TheGroupByareacontainstheseoptions:

DataSourceType:Thisviewdisplaysthedifferentdatasourcetypesthatmakeuptheselectedinfoset.Byselectingorclearingthedatasourcetypes,thedatamapautomaticallyreconfigures,providingyouwithavisualoverviewofyourdata.None:Thisoptionremovesdatasourcetypesfromthedatamap.

ViewBy

TheViewByareacontainstheseoptions:

CategoryView:Viewdatabycategory,includingcontainerfilesandarchives,images,spreadsheets,andemail.SizeView:Viewdatabysize,fromlessthanoneMBtoover100GB.TheSizeViewisonlyactiveforinfosetsthathaveatop-levelcomposition.CreatedView:Viewdatabycreateddatefromwithinthepast30daystomorethanfiveyearsago.LastModifiedView:Viewdatabyitslastmodifieddate,fromwithinthepast30daystomorethanfiveyearsago.LastAccessedView:Viewdatabyitslastaccesseddate,fromwithinthepast30daystomorethanfiveyearsago.

Byselectingorclearingtheviewingoptions,thedatamapautomaticallyreconfigures,providingyouwithavisualoverviewofyourdata.

DataMap

Withinthedatamap,youhavetheseviewingoptions.

ObjectCount:Thedatamapdisplaysthenumberofobjectsandtheirpercentageofthatdatasourcewhenyouplacethepointeroveracategory.ObjectSize:Thedatamapdisplaysthesizeandpercentageoftheobjectsforthatdatasourcewhenyouplacethepointeroveracategory.ObjectSizeisonlyactiveforinfosetsthathaveatop-levelcomposition.

Youalsohavetheseviewingoptions:

Squarify:Thisviewdepictsdataasunorderedsquaresratherthanrectangles.Slice&Dice:Thisviewdepictsdataasorderedrectangles.Strip:Thisviewstripsdata,depictingitintheeasiestviewingaspectpossible.

Thisareadisplaysdetailsaboutatilethatisselectedinthedatamap.Byclickinganindividualmaptile,detailsaboutthatspecifictilearedisplayed.Youcanalsoseethetotalnumberofdataobjectsreferredtobythemaptile.WithintheDataMapDetails,youhavetheseviewingoptions.

Volumes:IftheVolumesoptionisselected,thevolume'snameandviewselecteddisplaysintheDataMapDetailsfortheselectedtile.Thebargraphpopulatesautomaticallybasedonthecountorsizeoftheselectedtile.Owners:IftheOwnersoptionisselected,theownersofcontent

DataMapDetails

Owners:IftheOwnersoptionisselected,theownersofcontentdisplayswithinthattilearedisplayedintheDataMapDetails.Thebargraphpopulatesautomaticallybasedonthecountorsizeoftheselectedtile.

Note:Selectedtileshaveagreenborder.Tilesoverwhichthepointerwasplacedhaveablackborder.

TheDataMapDetailsalsoshowsyoutheTotalSizeoftheselectedtile.Thebargraphautomaticallypopulates,providingavisualrepresentationofhowthesizeoftheselectedtilerelatestothatofthesizeoftheinfosetasawhole.

ByclickingViewFullList,theDataMapDetailsdialogappears.Fromhere,youcandownloadinformationabouttheselectedtiletoaCSVfile.

Viewingxofxtotalobject

Underthedatamap,thisfielddisplaysthefollowingoptions.

IfObjectCountisselected,thisfigureindicatesthenumberofdataobjectsthatarebeingviewedcomparedtothetotalnumberofdataobjects.IfObjectSizeisselected,thisfigureindicatesthedataobjects'sizeinbytescomparedtothetotalbytesizeofthedataobjects.

Note:WhenyouselectoneoftheDataSourceType,ObjectCount,orSlice&Diceoptions,thatoptioniscoloredbluewithintheuserinterface.

Parenttopic:Editingthesummaryofabox

RelatedtasksEditingthesummaryofabox

ViewingthefilelistordatamapThefilelistanddatamaphelpsyoutoexploreyourdata,itsdetails,andrelationships.

AboutthistaskNote:SwitchbetweenthefilelistandthedatamapbyclickingtheListorMaptabs.Aselected,activetabisblue.

Toviewabox'sfilelistordatamap:

Procedure1. Withinthematter'sbox,clickFileListintheSummaryarea.

Note:TheFileListlinkisdisabledwhentheboxisinapendingstate.

TheSettingsareadepictsselectionsthatareenteredduringboxcreation.Thefoursubtabs,thatis,WhereandWhen,Who,Terms,andNotes,allappearasheadingswithintheSettingsarea.

TheFileListareashowsinformationaboutthebox'sdataobjects,includingtheName,FileSize,FilePath,Createddateandtime,andtheLastModifieddateandtime.Toviewaparticularobject,clicktheobject'snameanditopensintheDataObjectViewerpage.

a. Inabox'sFileList,clickthenameofthedataobjectyouwouldliketoview.ThedataobjectappearsintheDataObjectViewer.

b. Movefromoneobjecttothenextorwithintheobjectitselfusingthenavigationoptionsatthetopoftheviewer.

c. ClosetheDataObjectViewerbyclickingClose.2. Alternately,withinthematter'sbox,clickDataMapintheSummaryarea.

Note:TheDataMaplinkisdisabledwhentheboxisinapendingstate.ThedatamapisidenticaltothedatamapinIBM®StoredIQDataWorkbench.Withinthedatamap,youcanexploreyourdatatobetterunderstanditanditsdetails.

Parenttopic:Editingthesummaryofabox

RelatedtasksEditingthesummaryofabox

ActionsonaboxWhenanIdentificationBoxiscreated,multipleactionsareavailabletohelpyoucategorizeandmovedataobjectsaspartofthee-discoveryprocess.

TheseboxactionsareavailableintheAvailableActionsarea:

RefinethisboxRestartthisboxCreateanewboxbasedonthisboxCreateaCollectionBoxbasedonthisboxCreateanExportBoxbasedonthisboxClonethisboxRunareportonthisboxDeletethisbox

RefiningaboxAfteraboxiscreated,itcanberefinedbychangingthescopeofthebox.Thisrevisionmodifiesthebox'sparameters.RestartingaboxIfaboxundergoesseveralrevisions,itisnecessarytorestartthebox.CloningaboxCreatedboxescanbeclonedtocreateother,identicalboxes.CreatingacollectionboxCollectionboxescanbecreatedwithanotherbox'soriginalsettings.CreatinganexportboxExportboxescanbecreatedwithanotherbox'soriginalsettings.ReportsIBM®StoredIQeDiscoveryprovidesvarioustypesofreports.RunningareportonaboxFollowthisproceduretorunvarioustypesofreports.DeletingaboxBoxesthatarenolongerneededwithinamattercanbedeleted.

RefiningaboxAfteraboxiscreated,itcanberefinedbychangingthescopeofthebox.Thisrevisionmodifiesthebox'sparameters.

Procedure1. Selecttheboxthatyouwanttorefine,andthenclicktheRefinethisboxlinkinthe

AvailableActionsarea.TheRefineBoxdialogboxappears.TherearefoursubtabsintheRefineBoxdialogbox:WhereandWhen,Who,Terms,andNotes.

2. WithintheWhereandWhensubtab,completethesefields.a. IntheFilelocalecheckboxes,selectatleastonelocaleforthisbox.Optionsinclude

FileShares,Emails,Desktops,andCollaboration.b. IntheTimeintervalarea,usethelistandenterthestartandenddatesforwhich

thisboxmustberevised.c. ClickNexttoaccesstheWhosubtab.

3. WithintheWhosubtab,completethefollowingfields.Bydefault,thefieldsarepopulatedwithcurrentcustodianselections.a. Selectidentitiestoactascustodiansforthebox.UseAddandRemovetomove

custodiansfromtheAllIdentitieslisttotheCurrentBoxCustodianslist.Note:Searchforaspecificidentitybyenteringalloraportionoftheuser'snameintheEnterterms...textboxandclickingSearch.

b. SelectAllIdentitiesorAllIdentities.ThevalueisaBooleanAND/ORvalue.Note:IfyouchangetheAllIdentities/AllIdentitiessetting,youmightobtainunexpectedresults.

c. ClickNexttoaccesstheTermssubtab.4. WithintheTermssubtab,completethefollowingfields.Bydefault,thefieldsare

populatedwithcurrentmatter-termselections.a. IntheEntertermandclickAddtextbox,enterthewantedlitigationterm,andthen

clickAdd.b. SelecteitherAnyTermorAllTerm.ThisvalueisaBooleanAND/ORvalue.

Note:IfyouchangetheAnyTerm/AllTermssetting,youmightobtainunexpectedresults.

c. UseDeleteandDeleteAlltoremoveaddedlitigationterms.d. ClickNexttoaccesstheNotessubtab.

5. WithintheNotessubtab,completethesefields.a. IntheNotestoDataExperttextbox,enterinstructionalinformationforthebox's

dataexpert.Note:Thistextboxhasalimitof2,000characters.

6. ClickFinish.TheboxisnowinaPendingstateontheMatterOverviewpage.

Parenttopic:Actionsonabox

RelatedconceptsActionsonabox

RestartingaboxIfaboxundergoesseveralrevisions,itisnecessarytorestartthebox.

Procedure1. Selecttheboxthatyouwanttorestart,andthenclicktheRestartthisboxlinkinthe

AvailableActionsarea.TheRestartBoxdialogboxappears.TherearefoursubtabsintheRestartBoxdialogbox:WhereandWhen,Who,Terms,andNotes.

2. WithintheWhereandWhensubtab,completethefollowingfields.Bydefault,thedatesthatareenteredduringboxcreationpopulatethisbox.a. IntheFilelocalecheckboxes,selectatleastonelocaleforthisbox.Optionsinclude

AllUserData,FileShares,Emails,Desktops,andCollaboration.b. IntheTimeintervalarea,usethelistandstartandenddatesforwhenthisbox

mustberestarted.c. ClickNexttoaccesstheWhosubtab.

3. WithintheWhosubtab,completethefollowingfields.Bydefault,thefieldsarepopulatedwithcurrentcustodianselections.a. Selectidentitiestoactascustodiansforthebox.UseAddandRemovetomove

custodiansfromtheAllIdentitieslisttotheBoxCustodianslist.Note:Searchforaspecificidentitybyenteringalloraportionoftheuser'snameintheEnterterms...textboxandclickingSearch.

b. SelectAllIdentitiesorAllIdentities.ThisvalueisaBooleanAND/ORvalue.Note:IfyouchangetheAllIdentities/AllIdentitiessetting,youmightobtainunexpectedresults.

5. WithintheNotessubtabintheNotestoDataExperttextbox,enterinformationforthebox'sdataexpert.Note:Thistextboxhasalimitof2,000characters.

CloningaboxCreatedboxescanbeclonedtocreateother,identicalboxes.

AboutthistaskNote:Whenyouarecloningabox,thesettingsandvaluesoftheoriginal'sboxareusedtoprepopulatethevaluesoftheclonedbox.

Procedure1. Selecttheboxthatyouwanttoclone,andthenclicktheClonethisboxlinkinthe

AvailableActionsarea.TheCloneIdentificationBoxdialogboxappears.TherearefivesubtabsintheCloneIdentificationBoxdialogbox:BaseInformation,WhereandWhen,Who,Terms,andNotes.

2. WithintheBaseInformationsubtab,completethesefields.a. IntheBaseNametextbox,enterthenametobeusedfortheboxanditsoutputs.b. IntheDescriptiontextbox,enterabriefdescriptionofthebox.c. ClickNexttoaccesstheWhereandWhensubtab.

3. WithintheWhereandWhensubtab,completethesefields:a. IntheFilelocalecheckboxes,selectatleastonelocaleforthisbox.Optionsinclude

AllUserData,FileShares,Emails,Desktops,andCollaboration.b. IntheTimeintervalarea,usethelistandenterthestartandenddatesforwhich

thisboxmustberevised.c. ClickNexttoaccesstheWhosubtab.

4. WithintheWhosubtab,completethesefields.Bydefault,thefieldsarepopulatedwithcurrentcustodianselections.a. Selectidentitiestoactascustodiansforthebox.UseAddandRemovetomove

custodiansfromtheAllIdentitieslisttotheCurrentBoxCustodianslist.Note:Searchforaspecificidentitybyenteringalloraportionoftheuser'snameintheEnterterms...textboxandclickingSearch.

b. SelectAllIdentitiesorAllIdentities.ThisvalueisaBooleanAND/ORvalue.Note:IfyouchangetheAllIdentities/AllIdentitiessetting,youmightobtainunexpectedresults.

6. WithintheNotessubtab,completethesefields.a. IntheNotestoDataExperttextbox,enterinformationforthebox'sdataexpert.

Note:Thistextboxhasalimitof2,000characters.7. ClickFinish.TheboxisnowinaPendingstateontheBoxesandReportspage.

CreatingacollectionboxCollectionboxescanbecreatedwithanotherbox'soriginalsettings.

AboutthistaskNote:Whenyouarecreatingaboxthatisbasedonanotherbox,thesettingsandvaluesoftheoriginal'sbox'sareusedtoprepopulatethecollectionbox'svalues.

Procedure1. Selecttheboxfromwhichyouwanttocreateacollectionbox,andthenclicktheCreateaCollectionBoxbasedonthisboxlinkintheAvailableActionsarea.TheCreateCollectionBoxdialogboxappears.TherearetwosubtabsintheCreateCollectionBoxdialogbox,BaseInformationandNotes.

2. WithintheBaseInformationsubtab,completethesefields.a. IntheBaseNametextbox,enterthenametobeusedfortheboxanditsoutputs.b. IntheDescriptiontextbox,enterabriefdescriptionofthebox.c. ClickNexttoaccesstheNotessubtab.

3. WithintheNotessubtab,completethesefields.a. IntheNotestoDataExperttextbox,enterinformationforthebox'sdataexpert.Note:Thistextboxhasalimitof2,000characters.

CreatinganexportboxExportboxescanbecreatedwithanotherbox'soriginalsettings.

Procedure1. Selecttheboxfromwhichyouwanttocreateanexportbox,andthenclicktheCreatean

ExportBoxbasedonthisboxlinkintheAvailableActionsarea.TheCreateExportBoxdialogboxappears.TherearetwosubtabsintheCreateExportBoxdialogbox,BaseInformationandNotes.

2. WithintheBaseInformationsubtab,completethesefields.a. IntheBaseNametextbox,enterthenametobeusedfortheboxanditsoutputs.b. IntheDescriptiontextbox,enterabriefdescriptionofthebox.c. ClickNexttoaccesstheNotessubtab.

3. WithintheNotessubtabintheNotestoDataExperttextbox,enterinformationforthebox'sdataexpert.Note:Thistextboxhasalimitof2,000characters.

ReportsIBM®StoredIQeDiscoveryprovidesvarioustypesofreports.

ThefollowingtabledescribesallofthereporttypesthatyoucancreatewithinIBMStoredIQeDiscovery.

Table1.IBMStoredIQeDiscoveryreporttypesReportType Description

ComplianceReport

TheComplianceReportindicateswhetherdataisincompliancewithestablishedguidelines,specifications,orgovernancepolicies.Thegeneratedreportprovidesdetailedinformationaboutdata-objectcomplianceintheseareas:

ComplianceOverviewDistributionbyCategoryDistributionbyDataSourceDistributionbySizeofDataObjectDistributionbyDataOwnerDistributionbyLastModifiedDate

DataAssessmentReport

TheDataAssessmentReportassessesdataintermshowitinteractswithITpolicies.Thegeneratedreportprovidesdetailedinformationintheseareas:

DistributionbyDataSourceDistributionbySizeofDataObjectDistributionbyDataOwnerDistributionbyLastAccessedDateDistributionbyLastModifiedDateDistributionbyCategory

DataTopologyReport

TheDataTopologyReportdescribeshowdataisdistributedacrossyourorganization.Thegeneratedreportprovidesdetailedinformationintheseareas:

OverallSummaryDistributionbyDataSourceDistributionbyCategoryDistributionbyDataOwnerDistributionbyLastAccessedDateDistributionbyLastModifiedDate

OverlayHitReport

TheOverlayHitReportcomparesdata'sresponsivenessforvariousoverlays.Thegeneratedreportprovidesadetailedanalysisaboutoverlayinformationintheseareas:

OverlaySummaryOverlayResults

CSVExceptionsExportReport

TheCSVExceptionsExportReportliststheencounteredexceptions.Thegeneratedreportprovidesadetailedanalysisaboutexceptionsthataregeneratedduringanaction:

IDSourceObjectPathSourceObjectContainerPathSourceObjectNameSourceObjectVersionSourceObjectCreatedDateSourceObjectLastModifiedDate

ExportReport SourceObjectLastModifiedDateDestinationObjectPathDestinationObjectContainerPathDestinationObjectNameDestinationObjectVersionDestinationObjectCreatedDateDestinationObjectLastModifiedDateCategoryToken

CSVInfosetDataObjectExportReport

TheCSVInfosetDataObjectExportReportliststhedataobjectswithinabox.Thegeneratedreportprovidesthefollowingcolumns:

NamePathContainerPathVolumeNameObjectTypeOwnerSizeCtimeMtimeAtimeHash

RelatedtasksDeletingabox

RunningareportonaboxFollowthisproceduretorunvarioustypesofreports.

Procedure1. Selecttheboxonwhichyouwanttorunareport,andthenclicktheRunareportonthis

boxlinkintheAvailableActionsarea.TheRunaReportBoxdialogboxappears.TherearetwosubtabsintheRunaReportBoxdialogbox,SelectReportandReportOptions.

2. WithintheSelectReportsubtab,selectthereportthatyouwanttorun.WhenareportisselectedintheSelectReportsubtab,detailsforthatreportappearwithinthedialogbox,includingthereport'snameanddescription.a. Searchforaspecificreportbyenteringalloraportionofthereport'snameinthe

Enterterms...textboxandclickingSearch.b. ClickNexttoaccesstheReportOptionssubtab.

3. WithintheReportOptionssubtab,completethesefields.a. IntheReportNametextbox,verifythatyouarerunningthewantedreport.Ifnot,

thisfieldcanbeedited,soyoucanenterthenameofthereportyouwanttorun.b. Tohaveanemailthatissentafterthereportiscomplete,selecttheSendanemail

whentheprocessiscompletecheckbox.Then,entertheemailaddressesoftheindividualstowhomthisreportissentintheEnternotificationemailstextbox.Note:Ifyouentermultipleemailaddresses,theymustbeseparatewithacomma.

4. ClickRuntorunthereport.TheboxrevertstothePendingstatewhenthereportisrunning.Whenthereportiscomplete,clickthereport'snameunderReports,thereportcanbeviewedfromtheuserinterface.

DeletingaboxBoxesthatarenolongerneededwithinamattercanbedeleted.

Procedure1. Selecttheboxthatyouwanttodelete,andthenclicktheDeletethisboxlinkinthe

AvailableActionsarea.TheDeleteBoxConfirmationwindowappears.2. ClickOKtodeletethebox.Theboxisdeletedandremovedfromthematter.Itisno

longerseenwithintheMatterOverviewpage.Note:Deletingaboxdoesnotaffectanyboxesthatarecreatedwithitorclonedfromit.However,itsdeletionmeansthatitisnolongeravailabletocreatenewboxesorreports.

ManagingIBMStoredIQPolicyManagerIBM®StoredIQPolicyManagerprovidesaninterfaceforyoutoviewavailablepolicies,create,edit,delete,orrunapolicyorareport.

ThefollowingtopicsdescribeindetailhowtouseIBMStoredIQPolicyManagertoactonpoliciesorreports.

OverviewofIBMStoredIQPolicyManagerIBMStoredIQPolicyManagerenablespolicyexecutionatscalewithinIBMStoredIQPlatform.IBMStoredIQPolicyManageradministrationIBMStoredIQPolicyManageradministrationdescribeshowtouseIBMStoredIQPolicyManagertomanagepolicies.

OverviewofIBMStoredIQPolicyManagerIBM®StoredIQPolicyManagerenablespolicyexecutionatscalewithinIBMStoredIQPlatform.

TheIBMStoredIQpoliciessetrulesandcriteriaforthesystemtoactondata.Thepoliciesaredefinedbythesefactors:

Type:Thetypeofactionthattheuserwantsthesystemtoactuponthedata.Criteria:Well-definedexpressionsthatoutlineexactlywhatdataiseligibleforthepolicytoactupon.Scope:Amechanismtodefinewhatsetofdataistobeactedupon.Schedule:Ascheduletodefinewhenthesystemmustrunthepolicy.

IBMStoredIQPolicyManager'sreportsrecordwhatandwhencertainactionswerecompletedandwhatdatawasaffectedbythepolicy'sexecution.IBMStoredIQPolicyManagerprovidesthePolicyDashboard,whichprovidesavisualmeansfortheusertoquicklyfindandidentifythepolicytoworkon.ThePolicyDashboardhasthesefunctions:

Listsallpoliciesavailable.ThislistcanbesortedbytheCreatedDateofthePoliciesandcanbefilteredbyName.Showshigh-levelpolicydetails.Detailsincludepolicyname,description,createddate,numberofrunsassociatedwiththepolicy,theassignedpersonastothebox,anddetailsaboutthepolicy'stype,criteria,scope,andschedule.Allowsforpoliciestobeselectedforviewofdetailsofthespecificpolicies.Providesawaytocreateanewpolicy.Providesawaytoenableordisablethepolicyfromrunningonitsdefinedschedule.AllowsforpoliciestobedeletedfromthePolicyDashboard.

RelatedconceptsIBMStoredIQPolicyManageradministration

IBMStoredIQPolicyManageradministrationIBM®StoredIQPolicyManageradministrationdescribeshowtouseIBMStoredIQPolicyManagertomanagepolicies.

PolicyDashboardviewPolicyDashboardprovideshigh-levelinformationaboutapolicy,itsname,description,creationtime,creationdate,andwhetherthepolicyisturnedonoroff.Ithelpsyoutofindandidentifypoliciesofyourinterest.ActionsonapolicyWhenapolicyiscreated,multipleactionsareavailabletohelpyouactondataobjectsaspartofthepolicy-managementprocess.

RelatedconceptsOverviewofIBMStoredIQPolicyManager

PolicyDashboardviewPolicyDashboardprovideshigh-levelinformationaboutapolicy,itsname,description,creationtime,creationdate,andwhetherthepolicyisturnedonoroff.Ithelpsyoutofindandidentifypoliciesofyourinterest.

Youcanviewapolicy'sstatusonthePolicyDashboard,whichalsoprovidescriticalpiecesofinformationforeachpolicy.

Apolicy'sstate,itsname,description,andthedateandtimeatwhichitwascreatedWhetherthepolicyisOnorOffItsassignedactionWhenthepolicyisscheduledtorun,andwhatitrunsonnextWhatfiltersareusedTimeanddateofthepolicy'snextrunHowmanytimesthepolicyissuccessfullycompletedTheAdminandPolicyUserforthatpolicy.

FromthePolicyDashboard,youcanaccomplishthesetasks.

Viewapolicyindetailbyclickingthepolicythatyouwanttosee.EnableordisableapolicybyturningitOnorOff.ContacteithertheAdministratororPolicyUseraboutaspecificpolicybyclickingthatperson'sname.DeleteapolicybyclickingXwithinthepolicy.Searchforapolicybyfilteringtheexistingpolicies.CreateapolicybyclickingCreatePolicy.

Table1.PolicyManager:PolicyDashboardOptionsandDescriptionsOption Description

Aniconisdisplayedtotheleftofthepolicyname,indicatingitsstatus:

ActiveAnactivepolicyiscorrectlyconfiguredandreadytostartanydefinedscheduledandrecurringruns.YoucanalsousetheRunNowoption.

PendingApendingpolicyisincompleteandnotyetavailableforexecution.

FailedAfailedpolicyisonethatfailedcreationandisnotavailableforuse.

Name Nameofthepolicy.Created Timeanddateatwhichthepolicywascreated.

On/Off

Indicateswhetherapolicyisenabledordisabled.

IfOnisblue,thepolicyisenabledandavailableforuse.IfOffisblue,thepolicyisdisabledandunavailableforuse.

ClickOnorOfftoturnthepolicyOnorOff.

Action

Theactionthatthepolicytakes.

AutomatedDeletionDeletesfilesonanautomatedschedule.Thispolicyalsohasamanualoption.

When Thepolicy'sexecutionschedule.Specifically,itlistswhetherthepolicyrunsdaily,weekly,ormonthly,onwhatday,andatwhattime.

What Whatinfosetisusedaspartofthispolicy'sexecution.Filter Whatfilterisusedaspartofthispolicy'sexecution.

NextRun Thetimeanddateatwhichthepolicyrunsnexttime.

Complete Thenumberoftimesthatthepolicycompleteditsexecution.

Admin Thepolicy'sadministratorislistedhere.Toemailthisindividual,clickthename.

Policyuser Thepolicyuserislistedhere.Toemailthisindividual,clickthename.

CreatingapolicyYoucancreatepoliciesfromthePolicyDashboard.ViewingapolicyYoucanviewthecontentsofanexistingpolicy,includinganabbreviateddashboard,itsruns,reports,andavailableactionsbyaccessingthepolicyitself.EnablingordisablingapolicyWithinIBMStoredIQPolicyManager,enabledpoliciesmeanthattheyareavailableforuse,whiledisabledpoliciesareunavailableforuse.EmailingacontactpersonYoucanemailacontactpersonofapolicybyclickingthenameofthatpersononthePolicyDashboard.DeletingapolicyDeletingapolicydeletesallpendingandcompletedrunsofthatpolicyanditsreports.

Parenttopic:IBMStoredIQPolicyManageradministration

CreatingapolicyYoucancreatepoliciesfromthePolicyDashboard.

Procedure1. FromthePolicyDashboardscreen,clickCreatePolicy.TheCreatePolicydialogbox

appears.2. SelecttheAutomatedDeletionaction(itistheonlyavailableaction)forthepolicy,and

thenclickNext.Whenanactionisselectedforthepolicy,theCreatePolicydialogboxshowsfourfields:

BaseInformationWhatFilterWhen

3. IntheBaseInformationtab,completetheseoptions.a. IntheNametextbox,enterauniquenameforthispolicy.b. Optional:IntheDescriptiontextbox,enteradescriptionofthispolicy.c. IntheAdminContactlist,selecttheindividualthatactsastheadministrative

contactforthispolicy.TheusersinthislistarepopulatedfromtheIBM®StoredIQAdministratorusermanagementfeature.

d. InthePolicyContactlist,selecttheindividualthatactsasthepolicyusercontactforthispolicy.TheusersinthislistarepopulatedfromtheIBMStoredIQAdministratorusermanagementfeature.

e. ClickNext.4. IntheWhattab,selecttheinfosetforthepolicyrun.Ifneeded,enterthenameofthe

infosetintheEnterterms...textboxandthenclickSearchtofiltertheinfosets.AdministratorscanbuildmoreinfosetswithIBMStoredIQAdministrator.

5. ClickNext.6. IntheFiltertab,selectafilterforthepolicy.Ifneeded,enterthenameofthefilterinthe

Enterterms...textboxandthenclickSearchtosearchtheinfosets.AdministratorscanbuildmorefilterswithIBMStoredIQDataWorkbench.

7. ClickNext.Note:ViewthefilterssourcecodebyclickingViewSourceCode.Aseparatedialogwindowopens,showingtheattributesthatareusedtobuildtheselectedfilter.

8. IntheWhentab,setthetimeanddatewhenthepolicyruns.SelecteitherOnetimeorRepeating.a. IfyouselecttheOnetimeoption,completetheOnandAttextboxes.Selectthedate

andtimeonwhichthepolicyruns.b. IfyouselecttheRecurringoption,selecteithertheWeeklyorMonthlylistoption,its

frequency,andtheday,time,andstartdatesthepolicyruns.9. ClickFinish.ThenewlycreatedpolicyappearsintheRunsandReportsareaofthePolicy

Dashboardandreflectsthevaluessetduringthepolicycreation.

Parenttopic:PolicyDashboardview

RelatedconceptsPolicyDashboardview

ViewingapolicyYoucanviewthecontentsofanexistingpolicy,includinganabbreviateddashboard,itsruns,reports,andavailableactionsbyaccessingthepolicyitself.

Procedure1. WithinthePolicyDashboard,clickthepolicythatyouwanttoview.Thepolicyopens

withinthePolicyViewpage.2. WithinthePolicyViewpage,theseareascanbeseen.

Table1.PolicyViewpagerunsoptionsanddescriptionsRunOption Description

Name Nameofthepolicy,whichwasconfiguredduringthepolicycreation.Started Starttimeanddateatwhichthepolicywaslastrun.

Typeofthepolicy'srun:

RunNowTheRunNowiconindicatesthatapolicyrunsimmediatelywhenRunNowisclicked.

RecurringTheRecurringiconindicatesthatapolicyisscheduledtorunmanytimes.

ScheduledTheSchedulediconindicatesthatapolicyisscheduletorunonetime.

Status

Policy'sstatusaboutitsrun.

CompletedThepolicycompleteditsrunsuccessfully.

QueuedThepolicyisscheduledtorunandisqueuedtodoso.

FailedThepolicyfaileditsrun.

Table2.PolicyViewSummaryOptionsandDescriptionsSummaryOption Description

Name Nameofthepolicy,whichwasconfiguredduringthepolicycreation.Type Typeofthepolicy'srun.Description Descriptionofthepolicy.Started Starttimeanddateatwhichthepolicywaslastrun.Duration Durationofthepolicy'smostrecentexecution.

Table3.PolicyViewReportOptionsandDescriptionsReportOptions Descriptions

Name Nameofthereport.Created Timeanddatethatthereportwascreated.Status Reportstatus.OptionsincludeReportprocessing,Success,andFailed.

Table4.PolicyViewAvailableActionsandDescriptionsAvailableActionOptions

Descriptions

Availableactions:

Runnow

Action

RunnowByclickingthisoption,theselectedpolicyrunswhenitisavailableinthequeue.

ExecuteCSVexceptionreportonrunByclickingthisoption,theCSVExceptionReportcanbecreated.

DeletetherunByclickingthisoption,theselectedrunalongwithitsassociatedpendingandcompletedreportsisdeleted.

3. ClickthePolicyDashboardlinkwithinthebreadcrumbtrailtoreturntothePolicyDashboard.

EnablingordisablingapolicyWithinIBM®StoredIQPolicyManager,enabledpoliciesmeanthattheyareavailableforuse,whiledisabledpoliciesareunavailableforuse.

AboutthistaskToenableordisableapolicy:

ProcedureInthePolicyDashboard,locatethepolicythatyouwanttoenableordisable.

a. Toenableapolicy,clickOn.Verifythatitisblue.Thepolicyisnowavailableforuse.b. Todisableapolicy,clickOff.Verifythatitisblue.Thepolicyisnowunavailableforuse.

EmailingacontactpersonYoucanemailacontactpersonofapolicybyclickingthenameofthatpersononthePolicyDashboard.

AboutthistaskToemailacontactpersonofapolicyfromthePolicyDashboard:

Procedure1. Findthepolicythatcontainsthecontactpersonyouwanttoemail.2. ClickthenameoftheAdminorPolicyUserthatyouwanttoemail.Anemailtothat

individualautomaticallyopensinyouremailclientwiththenameofthematterasthesubjectoftheemail.

DeletingapolicyDeletingapolicydeletesallpendingandcompletedrunsofthatpolicyanditsreports.

Procedure1. OnthePolicyDashboard,selectthepolicythatyouwanttodelete.2. ClickXintherightcornerofthatselectedpolicy.TheDeletePolicyconfirmationdialog

appears.Note:Ifyoudeletethepolicy,allofthependingandcompletedpolicyrunsanditsreportsaredeleted.

3. IntheDeletePolicyconfirmationdialog,clickDelete.

ActionsonapolicyWhenapolicyiscreated,multipleactionsareavailabletohelpyouactondataobjectsaspartofthepolicy-managementprocess.

TheseactionsareavailableintheAvailableActionsarea:

RunnowByclickingthisoption,theselectedpolicycanberunafteritisavailableinthequeue.

ExecuteCSVexceptionreportonrunByclickingthisoption,theCSVExceptionListReportcanbecreated.

DeletetherunByclickingthisoption,theselectedrunalongwithitsassociatedpendingandcompletedreportsisdeleted.

Additionally,youcanalsoeditapolicybyclickingEditPolicy.

EditingapolicyEditingapolicyissimilartocreatingpolicyinthewaythatyoucanmodifyanyofthefieldsduringediting.RunningapolicyFollowthesestepstorunapolicy.RunningareportToworkwiththeIBMStoredIQpolicies,youcangeneratereports.ViewingapolicyreportYoucanviewExecuteCSVexceptionreportonrunasa.CSVfile.DeletingarunPolicyexecutionsandtheirassociatedreportscanbedeleted.StoppingarunYoucanstoppoliciesthatarecurrentlybeingrun.However,actionsthatarealreadystartedbytherunpersistandtheruncannotberestarted.

Parenttopic:IBMStoredIQPolicyManageradministration

EditingapolicyEditingapolicyissimilartocreatingpolicyinthewaythatyoucanmodifyanyofthefieldsduringediting.

Procedure1. InthePolicyViewscreen,clickEditPolicywithinthePolicyDashboard.TheEditPolicy

dialogboxappears.2. Editthefieldsofthepolicyduringthepolicycreation.

Parenttopic:Actionsonapolicy

RelatedconceptsActionsonapolicy

RunningapolicyFollowthesestepstorunapolicy.

Procedure1. InthePolicyViewscreen,clickRunNow.TheRunPolicydialogboxappears.2. IntheRunPolicydialogbox,enterabasenameandadescriptionforthepolicyrun.This

basenameisusedtonametheboxanditsreports.3. ClickRun.

RunningareportToworkwiththeIBM®StoredIQpolicies,youcangeneratereports.

Procedure1. IntheAvailableActionsarea,selectExecuteCSVexceptionreportonrun.TheRun

ExceptionReportdialogboxappears.2. Inthedialogbox,completethesefields.

a. TheNametextboxisauto-filled,butthereportnamecanbeeditedorchangedbyenteringyourtextintotheNametextbox.

b. Tosendthegeneratedreporttodifferentemailaddresses,selecttheSendanemailwhentheprocessiscompletecheckbox.

c. IntheEnternotificationemailstextbox,entertheemailaddressestowhichthegeneratedreportissent.

3. ClickRun.

ViewingapolicyreportYoucanviewExecuteCSVexceptionreportonrunasa.CSVfile.

Procedure1. InthePolicyViewwindow,selecttherunforwhichyouwanttoviewthereport.2. IntheReportsarea,clickthereportthatyouwanttoview.Afolderdownloads.

Note:OnlyreportsintheCompletedstatecanbeviewed.3. Clickthefolderandthenopenthe.CSVfiletoviewthereport.

DeletingarunPolicyexecutionsandtheirassociatedreportscanbedeleted.

Procedure1. IntheAvailableActionsarea,clickDeleterun.TheDeleteRunconfirmationappears,

verifyingthatyouwanttodeletetheselectedrunalongwithitsassociatedpendingandcompletedreports.

2. ClickDelete.

StoppingarunYoucanstoppoliciesthatarecurrentlybeingrun.However,actionsthatarealreadystartedbytherunpersistandtheruncannotberestarted.

Procedure1. ClickStop.TheStopRunconfirmationboxappears.2. ClickStop.

ibmpublic.dhe.ibm.com/support/knowledgecenter/storediq/... · 2019. 12. 12. · getting started...

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