Collect files from DataHub

You can collect and process files that you have loaded to DataHub.

To apply custom metadata, you need to set up the fields in Project Settings. Refer to Create fields for more information.

To collect and process files from DataHub, complete the following procedure.

1. In the Main Menu, select Collect.

2. Click the DataHub button.

3. Name and Source

   1. In Name, enter a name for the collection.
   2. In Data Source, select an existing source or create a new one.

   3. To add a source, click next to Data Source, enter a source name in the Create Source dialog box, and click Create.

   4. Optional. To capture the full file path in the File Path field, clear Capture Relative Path. To capture the file path relative to the collection starting point, select the checkbox.

   5. To apply custom fields, in Custom Metadata, do the following.

      1. Select Apply custom metadata.

      2. In Field, select a field.

      3. In Value, enter a value.

   6. To add more fields, click .

   7. Select Next.

4. Select Files

   1. Select the files and/or folders in the files list.

      • To process specific files from a folder, click to expand the folder and then select the files.

      • To collapse the folder, click .

      • The following status indicators can appear in Status:

        • Submitted (for a file). The file was previously processed.

        • Submitted (for a folder). All files in the folder were previously processed.

        • Partial. Some files in the folder were previously processed.

      • File size displays the size of the file.

   2. Click Next. The list displays the files and/or folders that you selected from DataHub for processing.

5. Assign Custodian

   1. To assign files or folders to a custodian, do the following steps.

      1. Select the files and/or folders in the files list.

         • To select specific files from a folder, click to expand the folder and then select the files.

         • To collapse the folder, click .

      2. In Custodian, select a custodian or add a new custodian.

         • To add a custodian, follow these steps.

           1. Click next to Custodian.

           2. In the Create Custodian dialog box, type the First Name and optional Last Name for the user and click Create.

         • The following custodian indicators can appear in the files list.

           • The custodian name appears next to assigned files.

           • The custodian name appears next to folders when files in the folder are assigned to a specific custodian.

           • Multiple appears next to a folder when files in the folder are assigned to more than one custodian.

   2. To assign labels to files, do the following steps.

      1. Select the files and/or folders in the files list.

         • To select specific files from a folder, click to expand the folder and then select the files.

         • To collapse the folder, click .

      2. In Data Label, select a label or create a new label.

         • To add a data label, follow these steps.

           1. Click next to Data Label.

           2. In the Create Data Label dialog box, enter the label name and click Create.

         • The following data label indicators can appear in the files list.

           • The label name appears next to assigned files.

           • The label name appears next to a folder when files in the folder are assigned the same label.

           • Multiple appears when files in the folder are assigned more than one label.

      3. Optional. To remove an assigned data label, select the file or folder and then select None in Data Label.

6. Select Collect and Process.

7. View the status of the jobs in the Jobs Overview page.