Arctera Data Insight Administrator's Guide

To assign custodians in bulk based on data ownership

1. From the Data Insight Management Console, navigate to Settings > Custodian Manager.
2. From the drop-down menu, select Assign by owner method. The pane expands to display the Custodian Selection Criteria panel.
3. Note that the Use default data owner policy check box is selected by default. Do any of the following:

   • Click the Use default data owner policy check box to let Data Insight use the data owner policy and exclusion rules as defined under the Workspace Data Owner Policy setting.

   • Clear the Use default data owner policy check box to define your own set of criteria to calculate the data owner. Use the right arrows and the left arrows to select or deselect a criterion. Use the up arrow and the down arrow to change the priority of the criteria.

     Note:

     When you clear the Use default data owner policy check box, Data Insight still enforces the exclusion rules for deleted, disabled, and unresolved users as defined under the Workspace Data Owner Policy setting.

   See Configuring Workspace data owner policy.

4. From the Paths panel, select the paths for which you want to assign custodians. The selected paths are displayed under the Selected resources tab.
5. Click Assign to complete the request.