Configuring the Crawl

To set or edit the Crawler configuration and scheduling:

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

Scheduling a Task

To create a schedule:

1. Select Create a Schedule.
2. The system will provide a Schedule Name in the format {appName} - {type} Scheduler. Choose to keep or override this suggestion.

3. Select a scheduling frequency from the dropdown list.

   Schedule Frequency Options

   • Run After - Create dependency of tasks. The task starts running only upon successful completion of the first task.
   • Daily - Set the start date and time.
   • Weekly - Set the day(s) of the week on which to run.
   • Monthly - Set the day of the month on which to run a task.
   • Quarterly - Set a monthly schedule with an interval of 3 months.
   • Semi-Annually - Set a monthly schedule with an interval of 6 months.
   • Yearly - Set a monthly schedule with an interval of 12 months.

4. Fill the Date and Time field with scheduling times. These fields differ depending upon the scheduling frequency selected.

5. Select the Active checkbox to activate the schedule.
6. Select Next.

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.

Note

External resources are collected when crawling internal resources. When excluding internal resources the associated external resources will also be excluded. Crawling only external resources is not supported at this time. Exclusion of external resources is supported.

Including and Excluding Paths by List

To set the paths to include or exclude in the crawl process for an application:

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. Select the edit icon on the line of the application.

5. Select Next until you reach the Crawler settings page.

   The actual entry fields vary according to the application type.

6. Scroll down to the Crawl configuration settings.

7. Select Advanced Crawl Scope Configuration to open the scope configuration panel.
8. Select Include / Exclude Resources to open the input fields.
9. To add a resource to a list, type in the full path to include / exclude in the top field and click + to add it to the list.
10. To remove a resource from a list, find the resource from the list, and click the x icon on the resource row.
11. When creating exclusion lists, excludes take precedence over includes.

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

Name - > ^DATABASE.*

Exclude Schema Name - > ^DATABASE\.SCHEMA.*

Exclude Table or View Name - > ^DATABASE\.SCHEMA\.TABLE$

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