A Profile defines what to scan and how to classify data stored in your environment.
Each profile can include one or more templates, tags, and patterns that determine which files are scanned and what kind of sensitive data is identified.

This section explains how to create a new profile for a Windows File Server using Lepide Identify.

1. Adding a New Profile

• From the Data Discovery & Classification screen, click on the Profile tab.

• Click the Add icon.

• Add a Profile Name and optional Description.

• Click Next

2. Selecting the Windows File Server Component

• The Select Object(s) dialog box is displayed.

• This dialog box lets you add one of the following components:

Windows File Server

NetApp Filer

Exchange On-Premise

Exchange Online

Windows Cluster

SharePoint OnPremise

SharePoint Online

OneDrive

Dropbox

Linux

Unix

The following steps cover the Windows File Server component. The other components are described later in this document.

• Select the Windows File Server component.

• Type in the Username and Password.

3. Adding Folders

You will need to specify the folder(s) where the data is stored. There can be multiple folders included within a profile.

• Click the Add icon. A menu is displayed with the following options:

All Shares

Import from Existing DataSet

Import from CSV

Set UNC Path

Scan Shares from audited File Servers

For this example, select All Shares. The following dialog box appears:

• Specify the File Server path using \\server name format and click OK.

• Click Next.

4. Assigning Templates

• Once the folder path is specified, the Assign Templates dialog box is displayed.

• From here you can:

Select one or more existing Templates.

Click the Select All icon.

Click the Remove selection icon.

Click the Add Template icon.

Click the Add Template icon.

• Add a Name and Description for the Template.

• Click the Add Tag ➕ icon.

• You can do one of the following:

Import From Template

Select from Existing Tags

Create Custom Tag

For this example, choose Create Custom Tag.

5. Creating a Tag and Pattern

1. Add a Name and Description for the tag

2. Click the Add Pattern icon

3. If you want to add an existing pattern, click Add Existing Patterns

4. To create a new pattern, click Create New Pattern

6. Selecting File Types

• Select the file types you want to scan for Data Classification (the default is All).

• Choose Include / Exclude file types.

• Click Next.

7. SQL Server Settings

• Specify SQL Server settings.

• Click Next.

8. Classification Server

Classification Method options:

• On-the-fly Classification

• Classify Now

• Classification Schedule

• If using a schedule, click Change Schedule.

• Specify the Classification Server (Console / Local File Server / Remote File Server).

• Click Finish.

9. Agent Installation

If an Agent is not installed, a prompt appears.

9.1 Install an Agent

• Click the Add Server icon.

• Enter the server information:
  -IP address
  -Agent Path (\\server\sharedfolder)
  -Username & Password

• Click Install

• Click Close, then Finish.

10. Uninstalling an Agent

• Go to the Data Discovery & Classification screen.

• Select the Agents tab.

• Select the agent you want to uninstall.

• Click the Uninstall icon.

• Click Yes to start uninstalling.

• Click Close.