Machine Learning Wizard - Credentials

Use the Credentials tab of the machine learning wizard to identify which crawler to use to scan documents, and where the documents are located.

Steps

  1. Use the Crawler drop-down list to elect which crawler to use to scan the documents.
    • The crawler is the agent that scans documents looking for sensitive data. There may be several in a network if there are many documents to manage.
    • Typically, it is best to select the crawler closest in proximity to the root folder containing the data.
  2. Enter the User name for an account with read permissions for the root folder containing the data.
  3. Enter the Password for this account.
  4. Optionally, enter the Domain name for the account.
  5. Enter the Root folder or root directory containing the files and folders you want to scan. A root folder is the highest folder in the hierarchy.

    For example, to scan \\Server\Public\shared \User1, \\Server\Public\shared \User2, and \\Server\Public\shared \User3, enter:

    \\Server\Public\shared

    • The path cannot exceed 256 characters.
    • Select the specific files and folders to scan on the Scanned Folders page (the next page in the wizard).
  6. Click Next to continue. See Machine Learning Wizard - Scanned Folders section.