#Discovery Profile Management

On the Discovery profiles page, existing discovery profiles are listed in the table. You can view the profile name, description, and the modified time and the user who modified the profile.

To edit the settings of a discovery profile, you can select it in the table and click Edit. The changes will affect all tenants where this profile is used and will take effect in the next discovery.

To delete existing discovery profiles, select the profile in the table and click Delete.

*Note: A discovery profile cannot be deleted if it is being used in a tenant.

For the built-in discovery profile, you can click the profile name to view details.

#Create a Discovery Profile

On the Discovery profiles page, click Create discovery profile in the upper-right corner to access the Create discovery profile page.

Complete the following settings to create the discovery profile.

1. In the General information step, enter a name and optional description for the profile, and click Next.

2. In the Set reporting threshold step, predefined filters based on file size and modified time are displayed. You can customize these filters to meet your special requirements.

3. Click Next to go to the next step.

4. In the Find inactive data step, create rules to find inactive data in the scope that you defined above:

   1. Select a time range to mark data as inactive if last modified before the configured time range.

   2. Turn on the toggle to analyze the data size of inactive versions.

   3. There are built-in rules for you to select.

   4. To add a rule, click Add rule. In the Add rule window, enter the name and description, configure rule criteria, and then click Add.

   5. Select the rules that you want to use to find inactive data.

5. Click Next to go to the next step.

6. In the Find ROT data step, configure rules to find redundant, obsolete, and/or trivial data in the scope that you defined above:

   1. Turn on the toggle to analyze the data size of ROT data.

   2. There are built-in rules for you to select. You can also delete the built-in rules or modify the rule criteria based on your needs.

      *Note: The file types docx, dotx, xlsx, xltx, pptx, and potx have been removed from the Legacy Office files rule.

   3. To add a rule, click Add rule under an ROT category. Enter the rule name and description, configure rule criteria, and then click Add to add the rule. Refer to the table below for detailed rule criteria.

   4. Select the rules that you want to use to find ROT data.

7. Click Create to create the discovery profile.

#Rule Criteria for Inactive Data

The following table lists the rule criteria that you can use when adding rules to find inactive data.

Criterion	Condition	Description
Keep the latest version*Note: Current version, current approved version, and published major version are not collected.	Major and minor versions	Collect all previous versions, excluding the defined number of major and minor versions.
Keep the latest version*Note: Current version, current approved version, and published major version are not collected.	Major versions only	Collect all previous versions, excluding the defined number of major versions.
Keep the latest version*Note: Current version, current approved version, and published major version are not collected.	Minor versions of each major (with all major versions)	Collect all previous versions, excluding the defined number of minor versions in each major version.
Keep the latest version*Note: Current version, current approved version, and published major version are not collected.	Minor versions of the latest major (with all major versions)	Collect all previous versions, excluding the defined number of minor versions in the latest major version.
Modified time	Before	Collect versions whose last modified time is before the configured time.
Modified time	Older than	Collect versions whose last modified time exceeds the configured time range.
Type	In	Collect versions whose type is one of the configured file types.
Type	Not in	Collect versions whose type is not any of the configured file types.
Type	Empty	Collect versions whose type is empty.
Size	>=	Collect versions whose size is not smaller than the configured size.
Size	<=	Collect versions whose size is not larger than the configured size.

#Rule Criteria for ROT Data

The following table lists the rule criteria that you can use when adding rules to find ROT data.

Data Type	Criterion	Condition	Description
File	Name*Note: The wildcard * is supported here.	Matches	Collect files whose name matches the entered value.
File	Name*Note: The wildcard * is supported here.	Does not match	Collect files whose name does not match the entered value.
File	Parent folder name (including subfolders) *Note: The wildcard * is supported here.	Matches	Collect files whose parent folder name matches the entered value.
File	Parent folder name (including subfolders) *Note: The wildcard * is supported here.	Does not match	Collect files whose parent folder name does not match the entered value.
File	Created time	Before	Collect files whose created time is before the configured time.
File	Created time	Older than	Collect files whose created time exceeds the configured time range.
File	Modified time	Before	Collect files whose last modified time is before the configured time.
File	Modified time	Older than	Collect files whose last modified time exceeds the configured time range.
File	Type	In	Collect files whose type is one of the configured file types.
File	Type	Not in	Collect files whose type is not any of the configured file types.
File	Type	Empty	Collect files whose type is empty.
File	Size	>=	Collect files whose size is not smaller than the configured size.
File	Size	<=	Collect files whose size is not larger than the configured size.
Version	Keep the latest version *Note: Current version, current approved version, and published major version are not collected.	Major and minor versions	Collect all previous versions, excluding the defined number of major and minor versions.
Version	Keep the latest version *Note: Current version, current approved version, and published major version are not collected.	Major versions only	Collect all previous versions, excluding the defined number of major versions.
Version	Keep the latest version *Note: Current version, current approved version, and published major version are not collected.	Minor versions of each major (with all major versions)	Collect all previous versions, excluding the defined number of minor versions in each major version.
Version	Keep the latest version *Note: Current version, current approved version, and published major version are not collected.	Minor versions of the latest major (with all major versions)	Collect all previous versions, excluding the defined number of minor versions in the latest major version.
Version	Modified time	Before	Collect versions whose last modified time is before the configured time.
Version	Modified time	Older than	Collect versions whose last modified time exceeds the configured time range.
Version	Type	In	Collect versions whose type is one of the configured file types.
Version	Type	Not in	Collect versions whose type is not any of the configured file types.
Version	Type	Empty	Collect versions whose type is empty.
Version	Size	>=	Collect versions whose size is not smaller than the configured size.
Version	Size	<=	Collect versions whose size is not larger than the configured size.
Duplicate files	Duplicate	In	Files in the same content source with the same name including file extension and size are seen as duplicate files.