4. Profile Review and Decision | Data Profiling and Monitoring

4.1 Activity Summary

Activity Description	This stage represents the review of the data profile characteristics and how to use the insights to make informed remediation decisions. It will enable you to understand: The shape of your data from several perspectives (age, size, content composition and level of duplication) How to review and interpret results to make informed decisions The speed with which you can identify responsive content that requires a remediation action. (e.g. stale date or non-business data types) How to export a list of responsive files and hand off for application of the appropriate action
Goals	Understand the shape of your data both globally and by ownership Identify areas where data can be remediated
Participants	Analyst, Business Unit data owners
Pre-requisites	Either Discovery only or Discovery and Feature Extraction performed on content locations (data sources) Content locations mapped to business units
Outputs	A manifest of responsive files or containers that require an action has been exported from ActiveNav Cloud

Activities

4.2 Review Data Profile

The Profile Home Page has changed. See this article for information about how the new interface works.

ActiveNav Cloud provides a Data Profile home page for visualizing multiple dimensions on the data and facilitating review and remediation decisions:

Date Profile Home Page

https://support.activenav.com/profile-home-page

The Data Profile home page provides an analyst with a comprehensive view of their content's size, age, object type distribution and level of duplication. It allows the user to streamline the data being viewed to one or more specific Business Units for a more focused review. Results can be filtered and sorted according to repository type, geographic location, date, size and content type. This allows a user to quickly identify a set of responsive containers or files in just a few clicks and export a manifest for a subsequent remediation action

The Data Profile view is well suited to support remediation decisions such as clean up activities, (Stale data, duplicative and ROT removal) and support for targeted migration of data to new repositories. With just a few clicks, users can identify the scope of responsive data either at the container or file level.

4.3 Identify Responsive Content

Within the Data Profile view, users have the option to view slices through the data according to business units. (See section 3.5 for information on how to set up Business Units). It is recommended that users start by examining all data to get an overview of the entire data profile across all repositories.

Once the user has a general understanding of data characteristics across all repositories, they can conduct a deeper investigation to determine the specific location of responsive content by either Business unit, specific repository, geographic location, or a combination of all three.

The recommended approach is to focus the attention on a specific business unit, identify the locations of responsive data within that business unit and conduct a review of the findings using the approach described below:

The Data Profile view provides the ability to examine the data from an ownership (Business Unit) perspective which allows the investigation and focus to be at a meaningful level. The goal is to quickly identify the set of containers or files (Hotspots) that contain responsive data according to the required characteristics (e.g. duplicates, stale data, specific content types etc.) with minimal user input. Users can display any number of Business Units at a time in the same view, including a view of all data and any orphaned content (Content that has not yet been allocated to a Business Unit). Each selected business unit is displayed as a vertical slice. Users can select which Business Units to display / hide from view.

For each business unit the user is presented with a series of data characteristics, together with the ability to filter by repository type or geographic location.

To determine the set of responsive files for a particular context:

Select a Business Unit (or All Data / No Business Unit)
Select either a repository type or geographic location
Once selections are made the set of responsive containers appears on the right hand panel
This list can be toggled to reveal responsive files
Clicking on the Actions label reveals a sort and filter options panel that can be applied to narrow the scope of responsive files

4.4 Generate Manifest

Using the Data Profile home page described above, after making selections and applying filters, the user is presented with a set of responsive containers or objects to the applied criteria. Users can select individual files or containers and generate an export spreadsheet from the actions link that supports a review by the business data owner prior to creating a finalized list of content for hand off for a remediation action.

The exported list of responsive content provides the container or object path and name and additional metadata (Business unit, object type, object dates, repository type, geo location etc.) to provide context for the review for each item.

4.4 Action Responsive Content

Once the set of responsive files has been reviewed, the appropriate remediation action can be performed by the assigned stakeholder. E.g. the list may be handed off to I.T. for deletion using approved tools and workflow.

Next Step

Remediation and Integration will guide you to act on findings and to include these activities in your organization's IT processes.