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Configuring and Scheduling the Crawler

To set or edit the Crawler configuration and scheduling:

  1. Open the edit screen of the required application.
  2. Navigate to Admin > Applications.
  3. Scroll through the list, or use the filter to find the application.
  4. Click the edit icon on the line of the application.
  5. Press Next until you reach the Crawler settings page. The actual entry fields vary according to the application type.

Calculate Resource Size

Determine when, or at what frequency, Data Access Security calculates the resources' size.

Select one of the following:

  • Never
  • Always
  • Second crawl and on (This is the default)

Create a Schedule

Click to open the schedule panel.

Setting the Crawl Scope

There are several options to set the crawl scope:

  • Setting explicit list of resources to include and / or exclude from the scan.
  • Creating a regex to define resources to exclude.

Crawler Regex Exclusion Examples

Exclude all drives which start with one or more user names:

  • Exclude drives starting with John.Doe: ^Personal\/John\.Doe@.*

  • Exclude drives starting with John.Doe or Jane.Doe: ^Personal\/(John|Jane)\.Doe@.*

Include ONLY drives which start with one or more user names:

  • Include only drives starting with John.Doe: ^(?!Personal\/John\.Doe@.*).* - Include only drives starting with John.Doe or Jane.Doe: ^(?!Personal\/(John|Jane)\.Doe@.*).*

Narrow down the selection:

  • Include only the C$ drive shares: \server_name\C$: ^(?!\\\\server_name\\*C*\$($|\\.*)).*

  • Include only one folder under a share: \server\share\folderA: ^(?!\\\\server_name\\share\$($|\\*folderA*$|\\*folderA*\\.*)).*

  • Include only administrative shares: ^(?!\\\\server_name\\[a-zA-Z]\$($|)).*

Notes

  • To use a backslash or $ sign, add a backslash before it as an escape character.

  • To add a condition in a single command, use a pipe character |.

Excluding Top-Level Resources

Use the top-level exclusion screen to select top-level roots to exclude from the crawl. This setting is done per application.

Note

If utilizing Exclude Top Level Resources, what is available to exclude is based on the type of connector. See the various connector guides for more details.

To exclude top-level resources from the crawl process:

  1. Go to Admin > Applications.
  2. Find the application to configure and select the dropdown list menu on the application line. Select Exclude Top Level Resources to open the configuration panel.
  3. Select the Run Task button to trigger a task that runs a short detection scan to detect the current top-level resources. If the top-level resource list has changed in the application while you are on this screen, select the Run Task button to retrieve the updated structure.
  4. Once triggered, you can view the task status in Settings > Task Management > Tasks, depending on your access to the task page.
  5. When the task has completed, select Refresh to update the page with the list of top-level resources.

  6. Select the top-level resource list and choose top-level resources to exclude.

    Note

    If all resources are selected and you wish for them to be deselected, select Deselect All. You can also select individual resources.

  7. Select Save to save the change.

  8. To refresh the list of top-level resources, run the task again. Running the task will not clear the list of top-level resources to exclude.

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