Overview
The Accounts page displays scan contents by account to help you identify the accounts with the most content by file count and size. Custom filtering allows you to target obsolete, duplicate, and shared files, as well as other properties essential to your business's data security needs. Drill-down capabilities enable you to quickly view the list of files for each account for deeper analysis. Alternatively, you can use the export feature and require the account owner to follow up on the items. Whether it’s the first step in preparing for a file migration or just a regular part of your process to ensure clean data, DryvIQ makes reviewing content by account simple.
Stale Data Paramters
The Stale Data section on this page utilizes the stale data parameters set on the Stale Data Insights page. If you adjust the parameters on the Stale Data Insights page, the changes will also be adjusted here.
Byte Counts
When refining accounts based on bytes, the refinement filters are based on individual files and not the account’s aggregate bytes. For example, refining the page to show bytes over 500 will filter out individual files with a byte size less than 500 and not accounts with a total byte size less than 500.
Filtering By Permissions
The Permissions filters allow you to view content based on an item’s permissions. You can select to show just the items where an account is the owner, the item is shared with the account, or the item is shared with a group. You can combine these filters with the other Filter and Refine options to customize the view of the items.
DryvIQ will group all content that does not fit into the selected permission. In this instance, the first row will display these items with the labels listed below. You will not see these labels if all content fits within the selected permission filter.
- (Has no owner) displays for the Is Owner permission.
- (Not shared with any user) displays for the Shared with User permission.
- (Not shared with any group) displays for the Shared with Group permission.
Grouping by Attribute
Grouping displays information categorized by custom attributes that you import into the DryvIQ Platform. Attributes are custom metadata applied to accounts or groups, so the groupings are relevant to your data. DryvIQ provides a starting template for download and use to build an attributes import file. The imported attribute file will populate the Group By Attribute list. Refer to “Creating Custom Attribute Groupings” for information on how to import custom attributes.
Editing the Columns
The Accounts page also features an Edit Columns button that allows you to customize the columns and control how information is displayed. However, you only have the Show raw value and Hidden options. The Show/Hide and Redacted options are unavailable on the Accounts page. Refer to “Editing the Content Grid Columns" for information about how to use edit columns to customize grids.
Saving Views
You can save a filtered view on the Accounts page just like on the Content page. Saving a view saves all the current filter options, searched words, and column configurations so you can apply the same view to the Accounts page later. However, you can only save a private view on the Accounts page. Private views are only accessible on the machine where they are created. Refer to “Saving a View” for more information on creating and managing saved views.
Viewing Filtered Content
Click the arrow icon in the Account Name column to view the filtered content for the account. This action will direct you to the Content page, which will be filtered to display items specific to your account.
Exporting Accounts
Use the Export items link to export the accounts. If your browser Downloads setting is set to ask you where to save each file before downloading, you will be prompted to specify the name of the file and the location where you want to save it. Otherwise, the export will be named “account-rollup” and will be downloaded to the Downloads folder (or whatever folder you have specified in your Downloads settings). The information is exported into a CSV file that can be opened in Microsoft Excel to view and share as needed.
The export will respect any filters applied to the page. If you are viewing a specific page, the export will start on this page and include items from this page forward. Therefore, if you want to export the complete list of items, ensure you are on page 1 before exporting. Otherwise, you can select any page and generate an export starting with the items on that page.
Export Known Issue
If you attempt to generate an export with more than one million rows, the export will silently fail. This is a known issue as the export cannot handle this number of records.
Microsoft Excel Limitations
Microsoft Excel has a maximum limit of 1,048,576 rows. When opening the export file, Excel will display a message to warn you if your file exceeds the maximum supported rows, and the excess content will not be displayed. Refer to Microsoft’s "Excel specifications and limits" for more information.
Related Pages
For more information about additional features available on this page, refer to the documentation for the corresponding functionality on the Content page.