How to Create a Data Source (📺)

How To Video:

Follow the steps below to create a Data Source: 

1. Select DISCOVERY from the top menu bar.

2. Select Data Source from the drop-down menu that appears.

3. Click the Add Data Source button.

4. Select a Repository Type (File Share, SharePoint, Teams, OneDrive, Google Workspace Drive, Exchange)

NOTE: For details on adding multiple Data Sources from a CSV, see Bulk Load Data Sources for more information.

5. Select a Discovery option (Discovery with Feature Extraction in the example above).

6. Enter a Data Source Friendly Name (a unique human-readable name for the data source).

7. Enter the Data Source Path.

This should be formatted per the examples in the dialogue box, for example:

\\RBT-543.prestteam.local\Sales
https://contoso.sharepoint.com/sites/examplesite
https://contoso-my.sharepoint.com/personal/rsimone_contoso_com
https://teams.microsoft.com/l/team/19%3an5i0LDFTXt7IwB-BzvV0GQ7lHz0HpduTTTSYoN9EF2hzc1%40thread.tacv2/conversations?groupId=03b158f9-0296-40e6-b657-36bc0r969a78&tenantId=bea54bf3-54ab-4196-8pcb-040ad25e469f
googledrive/shared/0APNJHCLK95upUk9PVA
exchange/alexander.knight@contoso.com
mywork.prestteam.com/mylibrary/bigclient

WARNING: When creating a Data Source, the Data Source path is case-sensitive. 

Windows File Share: The path for a WFS data source is formatted in the same manner as the UNC path for the target. E.g., \\fileserver.prestteam.local\folder.

SharePoint Online: The path for a SharePoint site is the URL for the site. E.g., https://prestteam.sharepoint.com/sites/finance.

One Drive: Paths for One Drive locations are the URL for the user's One Drive. E.g., https://prestteam-my.sharepoint.com/personal/alexk_prestteam_com.

Teams: See Retrieving a Teams Team or Channel URL(s) for a Data Source for further information on obtaining Teams URLs for your Data Source Path.

Exchange: See Configuring the Data Source Path for an Exchange Collector for further information.

Google Workspace Drive: See Configuring the Data Source Path for a Google Workspace Drive Collector for further information.

iManage Work and iManage Cloud: See Configuring the Data Source Path for iManage for further information.

ShareFile: See Configuring a Data Source Path for ShareFile for further information.

8. If the Data Source Path is for a new host, you will see a New Host dialogue after adding the path. This New Host window establishes a new host record for the given system and will only be displayed the first time you use any given host.

9. Add the new host's relevant details, a Host Friendly Name, and Host Description, then click Next.

10. Select the correct Collector Group from the drop-down list (see Collector and Collector Groups Overview for further information), then click Next.

11. Select the credentials to connect to the host from the drop-down list (These should have already been configured prior to adding the host, see Credentials for further information), then click Next.

12. Select a Geographic location from the drop-down list (previously configured locations will appear together with the option to add a new location, previously configured will auto-populate the Location Name, Description, and Address fields, new locations require you to enter the values for these fields).

13. Click the Save and Close button.