Filesystem

Connect your filesystem source to Aiimi Insight Engine to make the most of the data on your machines. Once you have selected a Source System type more detail will expand to customise this. Source System Settings.

Preserving Last Accessed Dates

You can preserve the last accessed date of files. This can help identify files that have not been used in a specified period. There are some required permissions to preserve this date attribute. If you don't want Aiimi Insight Engine to preserve the last accessed date, read permissions are ok.

Additional Permissions

To preserve the last accessed dates on an NTFS, enable the following advanced permissions:

  • List folder / read data

  • Read Attributes

  • Read extended attributes

  • Write attributes

  • Read permissions

We recommend testing this on a small sub-set of your documents or a dedicated test area. This ensures no errors occur in the Source Agent logs. If the Source Agent is unable to set the last accessed date, this attribute will be lost and set to the last crawl date.

Aiimi Insight Engine Configuration

  1. Within your Source configuration ensure 'Preserve last access date' is checked.

    • This setting is on the Source tab under Retrieval Options.

  2. Within the Enrichment content retrieval step, ensure 'Preserve last access date" is checked.

    • This setting is on the Steps tab, within a content retrieval step.

  3. Run your Source Agent and Enrichment pipeline.

  • If the permissions have not been set correctly you will see a warning in the Source Agent log.

Source System Details

1

You must enter a starting point for the crawl within File System Root. This should be a path rooted on a locally mounted drive or UNC path.

2

Discovery and Content agents use an alternative path within Service Root. This allows SAN/NAS/NFS backup partitions to be crawled but still display the address.

  • If left empty the File SystemRoot will be used.

3

Select a username from the Select Credential dropdown. This will allow you to connect to the network share.

  • If left black the share will not be mounted.

  • For support setting up credentials use our guide on managing credentials.

  • A free drive letter will be used to mount the drive if credentials are added.​

  • If the network share password changes a system restart is needed on the Network Share system. This ensures all new configurations are persistent.

4

You can choose to crawl specific folders within a filesystems root. Enter any folder names into the Root Folders field.

5

If left blank all folders in the root will be crawled.


Linux Specific Options

These settings are for a Linux environment and are ignored for a windows connection.

1

Select the Mount Filesystem Type from the dropdown.

  • At the moment CIFS is the only available option.

2

Enter the Filesystem type version to use when mounting in a Linux environment.

  • If blank, the latest supported version will be used.

  • Format versions 0.0.0 or 0.0.


Permissions Lookup

1

If the host agent servers are not members of, or trusted by the domain, uncheck "Use direct domain lookup for security identifiers." For all other servers this should remain checked.

2

Number of Permission Threads - You can adjust the number of permission threads that are run along side the indexes.

  • By default this is set to 4.


Crawl Options

1

Is the file system case sensitive - Check this if your filesystem is case sensitive.

2

Folder only crawl - Check to only crawl folders within the source.


Retrieval Options

1

Preserve last access date - Where possible, the date they are accessed by system functions will be kept. The service account must have sufficient permissions to update file attributes.

  • This may not be possible with all file systems.

  • You must set the "enable the content retrieval" and "preserve last access date" for this to function.


Folder Permissions

1

Check Store Folder Permissions to store NTFS ACLs.

  • This will store them for each folder in the Elastic index. This is used for ACL monitoring solutions and increases the Elastic document size.


Content Management

Allow Aiimi Insight Engine to change a read-only flag on an item before deleting it. The read-only field is changed as part of the delete action.

If not enabled, items flagged as read-only will not be deleted and will remain on the source system.

The crawlers service account must have permission to change file attributes and delete.

1

Check Delete read-only files.

The service account must have permission to change file attributes for this to work.

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