Arctera Data Insight

Last Published:
Product(s): Veritas Alta Data Insight (1.0)
  1. About Arctera Data Insight
    1.  
      About Arctera Data Insight
  2. Dashboard
    1.  
      About Arctera Data Insight Dashboard
    2.  
      Storage Utilization Trends
  3. Workspace
    1.  
      About Arctera Data Insight Workspace
    2.  
      Data
    3.  
      Users
    4.  
      Groups
  4. Installing Collector Node
    1.  
      About Collector node
    2.  
      Downloading and Installing Arctera Data Insight Collector
  5. Servers
    1.  
      About servers
    2.  
      Servers
  6. Data Sources
    1.  
      Data Sources
    2. Filers
      1.  
        Adding filers
      2.  
        Viewing configured filers
      3.  
        Editing filer configuration
      4.  
        Managing filers
      5.  
        Monitored Shares
      6.  
        About disabled shares
    3. SharePoint Online
      1.  
        About SharePoint Online account monitoring
      2.  
        Registering Data Insight with Microsoft to enable SharePoint Online account monitoring
      3.  
        Configuring application without user impersonation for Office 365
      4.  
        Creating an application in the SharePoint Admin Center
      5.  
        Add SharePoint Online accounts
      6.  
        Managing Site Collections
      7.  
        Monitored Site Collections
    4. OneDrive
      1.  
        Configuring OneDrive account
      2.  
        Registering Data Insight with Microsoft to enable OneDrive account monitoring
      3.  
        Configuring application without user impersonation for Office 365
      4.  
        Add/Edit OneDrive account
      5.  
        Monitored Cloud Accounts
  7. Directory Services
    1.  
      About Active Directory Services
    2.  
      Registering Data Insight with Microsoft to scan Azure AD
    3.  
      Add/Edit Azure active directory service
  8. Health and Monitoring
    1.  
      Scan Status
  9. Classification
    1.  
      Requests
    2.  
      Configuration
    3.  
      Setting up Classification
  10. File Groups
    1.  
      About File group
    2.  
      Configuring File group
  11. Reports
    1.  
      About Reports
  12. Workflows
    1.  
      Workflows
    2.  
      Task
  13. Data Remediation
    1.  
      Delete Files Configuration
  14. Users and Access
    1.  
      Users and Roles
    2.  
      Credentials

Workflows

This page lists all the workflows created in the Workspace tab. You can view details like Name, Type, Status, Start Time on this page. You can select columns like Name, Description or Start Time by clicking the Toggle Selection List icon at the top right corner of the page.

Note:

Only the Server Admin can monitor workflow status from this page.

You can search a particular workflow by using the Search box at the top. You can search by Name, Description, Status and Created By fields.

You can also click Action menu next to the workflow to view more details, download or delete the workflow.

To know more, See About Arctera Data Insight Workspace .

You can also create a workflow using through Workspace or by uploading a CSV file from this page.

To create a workflow,

  1. Click Create Workflow in the top ribbon.
  2. In the Create Workflow pop-up, enter a unique name, description and select type of workflow from the drop-down.

    There are two types of workflows, Ownership Confirmation and Delete Files. If you want to assign or change a custodian to the data source or folder, create a Ownership Conformation workflow. After this workflow is successfully executed, a custodian will be assigned or changed for the data source or folder.

    If you have configured Delete Action for a specific SharePoint or OneDrive accounts, Delete Files option will be available for selection. If you want to delete files from this account but do not see that option, navigate to Data Remediation > Delete Files Configuration in the left pane and configure delete action.

    Note:

    Assigning custodian at file level is not supported.

  3. Click Download CSV Template and save it on your local drive.
  4. Open the file on your local machine.
  5. Add desired details and save it.
  6. On the Data Insight pop-up, click Choose File and select the file you have edited and saved on your local drive.
  7. Click Save to complete the process.

The newly created workflow will appear on the Workflow page.

Once a workflow is created, a new tasks will be created for the custodians. The custodians will monitor the task and take action on it. After the action is submitted by custodians, Data Insight will execute the action and complete the workflow.