Managing Data Stores

You manage data stores through the Data Stores page, which is accessed by clicking the Data Stores link in the Data Discovery sidebar on the left.

From the Data Stores page you can:

• View all the available data stores. See Viewing Data Stores.

• Create a new data store. See Adding Data Stores.

• Edit an existing data store. See Editing Data Stores.

• Remove a data store. See Removing Data Stores.

• Select an Agent for a data store. See Selecting Agents.

Viewing Data Stores

The list view of the Data Stores page shows the number of:

• Existing data stores with the number of scanned and unscanned data stores.

• Supported data types with the number of configured data stores of each type.

• Scanned data stores with the number of data stores containing sensitive and nonsensitive data.

Click the refresh button to refresh the displayed information.

The list view of the Data Stores page shows the following details:

The status of a data store could be disabled while it waits for an Agent or if it fails to select an Agent. Disabled data stores are skipped during the scan.

Use the Search text box to filter data stores. Search results display data stores that contain specified text in their names.
By default, data stores are listed in ascending alphabetic order of their names.

Adding Data Stores

To create a new data store, navigate to the Data Stores screen (Data Discovery > Data Stores). Click the +Add Data Store button to open the Add Data Store wizard.

In the wizard, you have to go over four configuration steps for each data store that you create:

1. Select Store Type - Select a data store type that you want to create. Refer to individual procedures for each data store type for details.

2. Configure Connection - provide the connection details for the data store that you selected in the previous step. This step is different for every data store type. Refer to individual procedures for each data store type for configuration details.

3. General Info - specify the name, description, branch location, and sensitivity level for your data store. These settings are shared by all data store types. See General Information for details.

4. Add Tags & Access Control - grant access rights to your data store and add tags. These settings are shared by all data store types. See Tags and Access Control for details.

Refer to individual procedures for each data store type for configuration details:

• To add a local data store, see Local Data Stores.

• To add a network data store, see Network Data Stores.

• To add a database data store, see Database Data Stores.

• To add a BigData data store, see Big Data Stores.

• To add a cloud data store, see Cloud Data Stores.

Editing Data Stores

Existing data stores can be modified to suit your requirements. Use the edit view of the page to modify properties of data stores. You can edit the data store name, description, linked branch location, and applied sensitivity level. Additionally, connection settings, access rights, and tags can be modified.

To edit a data store:

1. In the left pane of the Data Discovery application, click Data Stores. The Data Stores page is displayed. This page lists available data stores.

2. Click the overflow icon () corresponding to the desired data store. A shortcut menu appears.

   Tip

   Alternatively, to open the edit view a data store, click the Name link of the desired data store. Only the users with appropriate rights can see edit data store settings. All other users can only the settings.

3. Click View/Edit. The edit view of the Data Stores page appears.

   Note

   Only the users with appropriate rights can see the View/Edit button. For all other users, only the View button is visible.

4. Expand GENERAL. General details are displayed.

5. Modify the required information.

   Note

   The current data store type, which is displayed under Select Type, cannot be changed.

6. Expand CONNECTION. Connection settings are displayed. Based on the storage type, the displayed fields can be different.

7. Modify the required information.

   Note

   When using the Authentication method, specify valid credentials in User and Password. To change the existing password, unlock the Password field by clicking the lock icon and enter the new password.

8. Click Test Connection to test the modified connection settings. If any error occurs, correct the connection settings and retry.

   Note

   The Test Connection button is available only if a compatible Agent is found.

9. Expand ACCESS. The granted access rights are displayed.

10. Modify access rights under Grant Access to, if required.

11. Expand TAGS. The applied tags, if any, are displayed.

12. Add new tags or modify existing tags, as required.

13. Click Save Changes.

The list view of the Data Stores page shows updated information.

Removing Data Stores

You can remove a data store in the Data Stores screen. To remove a data store follow these steps:

1. Click the overflow icon () corresponding to the desired data store.

2. In the shortcut menu that is displayed, select the Remove option.

   • If the data store has scans associated with it, a Remove Data Store message box with the following information will be displayed:
     "This Data Store cannot be removed. Take into consideration that this Data Store is currently assigned to one or more scans. Remove or replace the Data Store from the associated scan/s or delete the scan/s, then try again." The list of associated scans is displayed below.
     In this case, click the Cancel button in the message box, follow the above recommendations, and retry the data store removal operation.

   • If the data store has no scans associated with it, a Remove Data Store message box with the following information will be displayed:
     "Remove Data Store? Are you sure you want to remove this data store? This action cannot be undone."
     Confirm the data store removal by clicking the Remove button in the warning message dialogue box. To cancel the operation, click the Cancel button.

Automatic Agent Selection

Data stores that do not have a DDC Agent installed on the same host require using a DDC Agent as a proxy to get from the CM appliance to the data store endpoint. To achieve this, data stores select agents automatically.

When a data store is added, the following situations can occur:

• DDC searches for a compatible agent: When DDC searches for a compatible Agent, a rotating spinner next to the data store's name is displayed. If you hover the mouse over the spinner, "Waiting for Agent" is shown.

• DDC finds a compatible agent: When a compatible agent is found, no spinner is seen next to the name. You can now test its connectivity with the Agent by clicking the "Test Connection" button inside the data store's settings. Refer to "Editing Data Stores" on page 1 for details.

• DDC does not find a compatible agent: DDC retries the agent selection for seven days. If cannot find a compatible agent in seven days, an error icon is displayed. If you hover the mouse over the icon, it states "Agent not available". The "Find Agent" button to relaunch the Agent selection is visible on clicking the overflow icon () next to the data store.

To relaunch automatic agent selection for a data store:

1. In the Data Discovery application, click the overflow icon () corresponding to the desired data store. A shortcut menu appears.

2. Click Find Agent.