Getting Started

Product Information

• Platform Overview
• Frequently Asked Questions

Getting Started with Discover

• Discover Overview
• Terminology
• Logging in the first time with a Master Account
• Navigating the User Interface
• General User Settings
• Security Preferences

Administration

• User Setup
• Download Center
• Connectors
• Data Sources
• Data Targets
• Data Owners
• Groups
• Automation

Data Governance

• Workflows
• Policy
• Policy Templates
• Reports

eDiscovery

• eDiscovery Summary
• Matters
• Holds
• eDiscovery Searches
• eDiscovery Collections
• Custodians

Classification

• Summary
• Labels
• Assets
• Classification Workflows
• Classification Policies
• Results
• Exceptions
• Audit

Analytics

• Analytics Summary
• Analytics Configuration
• Analytics Reports
• Dashboards

Workflow Builder

• Introduction to the Workflow Builder
• Getting Started with Workflow Builder
• Workflow Lists
• Workflow Steps
• Workflow Tokens

Integrations

• Integrating with Gimmal Records Management
• Classifying SharePoint Items in Gimmal Records
• Integrating File Shares with SharePoint Online

Release Notes

• March 2023 Release
• March 2022 Release
• November 2021.1 Update
• October 2021
• April 2021
• October 2020

Technical Guides

• Azure AD Configuration
• Azure AD Certificate Installation
• Box Agent Configuration
• Classification Guide
• Data Owner Retention Guide
• Discover KeyWord Search Syntax
• EWS Agent Configuration
• File Formats Supported by Gimmal Discover
• Google Agent Configuration
• Installing the Discover MAC File Agent
• Indexing_Guide
• MSGraph Agent for Microsoft Teams
• OAuth_Configuration_Guide
• OLEDB Agent Configuration
• SSO Configuration Using Azure AD
• SSO Configuration Using Okta
• Windows File Path Agent