Data Discovery & Risk Insights 25.3.0 Help Center

# Targets

Targets represent resources external to OpenText Core Data Discovery & Risk Insights to which you can send data. You can associate a target with one or more destinations that define the exact locations on the target where the sent data stored.

Once created, a target can be deactivated and then activated as needed. If you deactivate a target while data is being sent to the destination, all data in progress is sent; no additional send actions can be performed once the target is deactivated. When you deactivate a target, all associated destinations are also deactivated. Once deactivated, a target cannot be edited and displays a gray icon next to the target name.

Targets can be deleted if no send actions are currently being performed against any of its associated destinations. Be aware that associated destinations with no pending actions are deleted automatically when you delete a target.

TIP: When a Content Manager target is created, destinations are automatically created for each associated Content Manager origin.

To create a target

1. From the primary navigation panel, click Targets > Manage Targets.

   The Manage Targets page opens.

2. Click NEW TARGET.

   The New Target dialog opens.

3. Complete the details for the new target.

   Option | Description
   --- | ---
   Name | Type a meaningful, unique name for the target. Limits: Maximum 50 characters.
   Description | Type a meaningful description for the new grammar. Limits: Maximum 250 characters.
   Type | Click the desired target type. The target type cannot be changed after the target is created.
   Agent Cluster | Select the agent cluster that will manage this target. Ensure that the agents in this cluster can connect to the selected target type. IMPORTANT: When you create Google Drive targets, select an agent cluster with a single agent.

   Click NEXT.

4. Complete the Configuration options for the new target.

   For Content Manager targets

   Option | Description
   --- | ---
   - Dataset URL | Type the fully qualified URL of the Content Manager ServiceAPI. Limits: The path cannot contain `.` or `..` before, after, or in between slashes with no other characters and cannot end with `.` . Not valid:
     `https://company.domain.com/..` | `https://company.domain.com/./abc`
   - Valid:
     `https://company.domain.com/ab..c` | `https://company.domain.com/.abc/123`

   For File System targets

   Option | Description
   --- | ---
   - - Directory | Type the full UNC path to the File System directory to which documents will be sent. You will define specific destinations within this target directory. Limits: The hostname portion of the path can contain only the following characters. upper and lowercase alpha-numeric characters `.` (period) `-` (dash) `_` (underscore) The path cannot contain any of the following special characters. `<` (less than) `>` (greater than) `:` (colon) `"` (double quote) `|` (vertical bar or pipe) `?` (question mark) `*` (asterisk) `/` (forward slash) The path cannot contain `.` or `..` before, after, or in between slashes (`\`) with no other characters. Not valid:
       `\\company\..` | `\\company.com\abc\..`
       `\\company\.\abc` | `\\company\abc\.\def`
     - Valid:
       `\\company\abc..` | `\\company.com\abc\def.`
       `\\company\.abc` | `\\company\abc\.def\gh`

   For SharePoint and SharePoint Online (O365) targets

   Option | Description
   --- | ---
   - SharePoint site URL | Type the fully qualified URL of the SharePoint site location. Must be a valid URL that defines the host and at least two levels on the host (`http://host.com/dir/subdir`). TIP: You can define a directory level that does not already exist in your SharePoint location. If the defined directory does not exist, OpenText Core Data Discovery & Risk Insights will create the directory when sending the data to SharePoint. Limits: The path cannot contain `.` or `..` before, after, or in between slashes with no other characters. Not valid:
     `https://company.domain.com/sites/..` | `https://company.domain.com/./sites`
   - Valid:
     `https://company.domain.com/sites/abc..` | `https://company.domain.com/sites/.abc/123`

   For Extended ECM targets

   Option | Description
   --- | ---
   Host URL | Type the fully qualified URL of the machine hosting the Extended ECM application. If assigned to a cloud agent cluster, you must define the host URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.

   For Documentum targets

   Option | Description
   --- | ---
   Host URL | Type the fully qualified URL of the machine hosting the Documentum application. If assigned to a cloud agent cluster, you must define the host URL using a secure protocol (HTTPS). A secure connection is always recommended, but not required for non-cloud agent clusters.
   Repository | Type the name of the Documentum repository you want to send data to.

   For Google Drive targets

   Option | Description
   --- | ---
   [Type] | Specify whether this target connects to a User Drive or a Shared Drive in your organization. TIP: If connecting to a User Drive, the target is associated with a single user's Google Drive.
   Access Account | For User Drive connections, type the email address of the user whose Google Drive this dataset connects to. For Shared Drive connections, type the email address of an account (member) that has write access to the shared drive you will define. IMPORTANT: If the account is not the owner of the shared drive, it must have Editor permission for the shared drive.

   Click NEXT.

5. Complete the Credential options for accessing the new target.

   For Content Manager targets

   Option | Description
   --- | ---
   Username | Type the user name of the Content Manager user that was created to access to the Content Manager data. Limits: Must be in the form of `domain\user` or `machine_name\user`.
   Password | Type the password for user defined.

   For file system targets

   Option | Description
   --- | ---
   Username | Type the user name of the File System user that was created to access to the File System data. Limits: Must be in the form of `domain\user` or `machine_name\user`.
   Password | Type the password for user defined.

   For SharePoint targets

   Option | Description
   --- | ---
   [SharePoint type] | Select SharePoint (default). IMPORTANT: Once the target is created, the SharePoint type cannot be changed.
   Username | Type the user name of the SharePoint user that has write access for the SharePoint servers you want to send data to. Limits: Use the format `domain\user` or `machine_name\user`.
   Password | Type the password for user defined.

   For SharePoint Online (O365) targets

   Option | Description
   --- | ---
   [SharePoint type] | Select SharePoint Online (O365). IMPORTANT: Once the target is created, the SharePoint type cannot be changed.
   Azure Environment | Select the Azure environment where your SharePoint Online instance is hosted.
   Authentication Type | Select the authentication type to connect to SharePoint Online as appropriate for your environment and the connection tasks performed. SharePoint App Only Microsoft Entra ID
   Application ID | Type the value for the Application (client) ID generated as part of the connection tasks.
   Client Secret | Type the value for the Client secret generated as part of the connection tasks. Limits: Displays only when SharePoint App Only is selected as the authentication type.
   Directory ID | Type the value for the Directory ID generated as part of the connection tasks. Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
   PKCS12 keystore Upload | Click BROWSE and then navigate to and select the PKCS12 keystore generated as part of the connection tasks. Limits: Displays only when Microsoft Entra ID is selected as the authentication type.
   PKCS12 keystore Password | Type the password that corresponds to the selected PKCS12 keystore. Limits: Displays only when Microsoft Entra ID is selected as the authentication type.

   For Extended ECM targets

   Option | Description
   --- | ---
   Username | Type the user name of the Extended ECM user that will be used to access Extended ECM target location.
   Password | Type the password for the defined user.

   For Documentum targets

   Option | Description
   --- | ---
   Username | Type the user name of the Documentum user that will be used to access the Documentum target location.
   Password | Type the password for the defined user.

   For Google Drive targets

   Option | Description
   --- | ---
   Application Name | Type the application name for the desired project as defined in your Google Cloud Platform.
   Certificate Upload (JSON) File | Click Choose File. Browse to and select the JSON file with the connection details for the project. NOTE: This file was created as part of the Google Drive connection tasks and contains pertinent connection information.

   Click FINISH.

   The new target is created.

To edit a target

1. On the Manage Targets page, click the name of the target you want to edit.

   TIP: You can also click or hover over the row for the target and then click the edit icon ().

   The Edit Target dialog opens.

2. Make the necessary changes.

   If you change a path or any of the credentials, you are required to re-enter the password for the defined user.

   CAUTION: Do not change the Content Manager Dataset URL or the File System Directory unless the location has actually changed. The physical location must have changed (or be changed) prior to updating the URL or Directory in this target.

   If you want to create a target with a different Content Manager Dataset URL or File System Directory than the target you are editing, create a new target.

3. When all changes are completed, click FINISH.

   The target information is edited.

To activate or deactivate a target

1. On the Manage Targets page, click or hover over the row for the desired target.

   Additional icons display in the right column.

2. Click the activate () or deactivate icon () associated with the desired target.

3. In the confirmation dialog, click YES to confirm the action.

   IMPORTANT: When you deactivate a target, you also deactivate all associated destinations. The confirmation includes a list of the active destinations associated with this target.

   The target is activated or deactivated as appropriate.

   NOTE: When you activate a target, you do not automatically activate all associated destinations. Go to Destinations and then activate the desired destinations.

To delete a target

1. On the Manage Targets page, click or hover over the row for the desired target.

   Additional icons display in the right column.

2. Click the delete icon () associated with the desired target.

3. In the confirmation dialog, click YES to confirm the action.

   IMPORTANT: When you delete a target, you also delete all associated destinations. The confirmation includes a list of only the active destinations associated with this target.

   The target is deleted.

Copyright 2019-2025 Open Text
Version 25.3.0 | Last updated August 2025
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