Add a Discovery Job through a Central Interface

Discovery Jobs, Data Extract Jobs, and Processing Jobs can be created simultaneously from one centralized interface (the Add Job dialog box) by using a selected set of data. This topic details adding a Discovery Job. Existing containers may be selected at job creation time or new sources can be added. A container which was already discovered cannot be re-discovered. Case (Project) level defaults are applied by default. Custom changes may be made for specific jobs manually.

As each new Source (Directory) is added it is automatically available as a selection. Optionally, a Data Extract Job and/or a Processing Job can also be created at the same time.

In the Client Management Tree View, select a Custodian.
In the Status and Summary panel, click the Jobs tab.
Click . The Add Job dialog box appears.
Do the following:
- Enter a Job Name.
- (Optional) Enter a Description for the Job.
- (Optional) Enter a Batch ID.
Click . The Add New Source dialog box appears.
1. (Optional) Enter a Name for the Job. If a name is not entered, then the Name field populates with the name of the selected folder at the end of the selected Source Path.
2. On the Type drop-down menu, select Directory.
3. Select the Directory to discover by clicking . Be sure to use the UNC path as drive mappings may change over time.
4. Click OK to return to the Add Job dialog box. The Add Job dialog box displays the new source in the Source grid and in the Selected Sources list box. In the Source grid, the Discovery Jobs column shows that a Discovery Job is [Pending].
(Optional) Repeat step 5 for each additional Discovery Job source.

(Optional) Under Jobs to Create, select either Data Extract Job or Processing Job.

Note: The Discovery Job check box displays as selected. If neither a Data Extract Job nor a Processing Job is selected, then only a Discovery Job will be created.

Select from the following options:

Save selections (upper right) - Select this option to save the Job type selections for future Jobs.
Expedite job (lower left) - Select this option to place this Job at the beginning of the Job queue.
Task Table (lower left) - Select a task table from the drop-down menu. The task table that displays is the most recent task table that was selected for the Custodian.

Click OK. The Jobs display under the Discovery Jobs, Data Extract Jobs, and/or Processing Jobs folders in the Client Management tab for the selected Custodian. The Jobs display in the Job Queue pane ready to start.