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This topic will help you get started using Discover for the first time. There are detailed guides throughout the rest of the site. However, we recommend you start with these steps the first time you use the software.
1. First-time setup
If this is the first time you or your organization is using Discover, you're in the right place. This topic will guide you through the basic steps of either using Discover or preparing your organization to use Discover. Some of the topics are for everyone, while some will be for administrators only.
2. Connecting to data sources
In order to start discovering data, sources will need to be configured and targets defined. Here you will be guided through downloading the connector, configuring agents, and searching for data targets.
3. Building workflows
Workflows are the instructions that execute against data sources. Using workflows you can perform many different functions such as:
Create a report on what has been discovered
Files that have exceeded a certain age
Take action based on a set of criteria to move, copy, or delete data.
The Workflow Builder is the Discover component for constructing workflows and the following topics on how to use it will help you get started.
4. Creating policies
Policies are used to assign workflows to data owners or devices and execute them on a schedule. While workflows contain the actual instructions that act on the data Discover is configured to manage, policies direct workflows where and when to execute.
5. Running Reports
While some workflows and policies are built to move or delete data, oftentimes you want to analyze the data that is found within your organization. This is done with reports.
Policy reports are generated by workflows and display the information that was processed.
Summary reports are either created manually from policy reports or automatically by the workflow.
There are also default reports in the Analytics module. These reports show summaries of all the data processed by Discover and can be used to create a personal dashboard on the home screen.
While This module can help organize content so it can be effectively managed throughout its life cycle. This process starts by creating labels (or categories) for content, then mapping out rules which determine what label should be applied to a file, email, etc. These rules are executed by policies that add the category label as a piece of extended metadata that can be interrogated by Data Governance or eDiscovery.
Whether your need is to search content for litigation, comply with a public records request, or fulfill a data subject access request, eDiscovery can help. This module allows you to search the various content types that Discover supports using sophisticated key word terms. Once search results are returned, they may reviewed and marked for collection.
8. Integrating with Gimmal Records Management
In addition to analyzing data, Discover can send files to Gimmal Records Management for long term retention. Currently, this integration with Gimmal Records Management only applies to files stored on network file share servers.