Database Configuration Wizard
For the database sources, you can enable security-based crawling, that is, finding sensitive data (which logically resides in either text or binary-based columns). You can create an intelligent content mapping, crawling certain fields as unstructured index text, and other fields — as mapped metadata.
This section explains how to use the Database Configuration Wizard for configuring the crawling process. You can run this wizard when adding the data source, or you can later open the Source tab, select your database source and click Launch Wizard.
IMPORTANT If you want to crawl a target database in your MS SQL replication model, you must backup your database before running the configuration wizard.
See next:
- Introduction
- Tables
- Exceptions
- Summary
Introduction
On this step, provide matching rules to search in the database for data that match exactly or are similar to a specific pattern. You can indicate both: exact or partial matches over the database strings.
Tables
On this step, review the grid of the tables in the database that don't yet have crawling enabled (the grid omits tables that already do) and that have at least one text/binary column. Configure your crawling scope considering the following:
| Column | Description |
|---|---|
| Table | Contains the list of all tables in the database, followed by alphabetically. |
| Text Columns | Contains the number of text/binary columns for each table. Click the number link to review the full list. |
| Metadata Columns | Contains the number of non-text/binary columns for each table. Click the number link to review the full list. |
| Primary Key | Contains the primary key for each table. Review the following Microsoft article for more information on SQL Server primary keys: Primary Keys Constraints. |
| Modified Filter | To improve performance the product performs automatic re-indexing against a field in each table that indicates the last modified date of the row. Where possible, the product will automatically map this based upon the exact match or inclusion of one of the following values within the field name. You can add other values to support different naming conventions for modified fields (different language or internal convention). |
| Include? | Select if you want to disable crawling for this table. NOTE: You can disable crawling for all listed tables using the Include none option in the upper right corner of the wizard or enable crawling accordingly with the Include all. |
| View Sample | Shows a table of the top 15 rows so you can decide whether to exclude the table. |
Exceptions
On this step, review tables with missing primary keys and/or missing modified filters.
- Missing primary keys – only shows if users have tables that are missing primary keys where the user can select the primary key from a dropdown of all the columns. This step doesn't show if there are no missing primary keys.
- Missing modified filters – only shows if there are tables missing modified filters. This step shows tables that are missing a modified filter and that have a datetime (or equivalent) typed column to select. If there are none, the wizard skips this stage.
Summary
At this step, review your database configuration.
- Overview – review a high-level overview of the number of configured tables and excluded tables with their details.
- Configured Tables – double-check the configuration of the tables you want to crawl.
- Excluded Tables – review the full list of the tables to exclude from classification scope, with exclusion reason.
When you complete the database configuration, the program redirects you to the Advanced Source Configuration, where you can define how to crawl the database. You can crawl either specific tables, or custom queries (defined select statements, which may use JOIN statements across multiple tables). See Database for more information.