Using FileConnect Enterprise v3: Creating a New Location Group

A Location Group is a set of one or more file shares for FCE to scan and manage, and each Location Group is directly tied to a Diskover Task. Follow the sequence below to prepare shares, create the Diskover Task, add the Location Group in FCE, submit items to RecordPoint, and (optionally) schedule ongoing runs.  

Overview of Steps

1. Ensure the FCE virtual machine can access the content source (typically by mounting the share on the Linux VM).
2. Create a Diskover Task to scan all or part of the mounted volume.
3. After the initial scan completes, create a Location Group in FCE.

Reference: Creating a New Location Group workflow.  

1) Mount a File Share — IT Admin

Diskover can scan anything that the FCE virtual machine can access. Before you create a Diskover Task, mount the required file shares and make sure they are available to the FCE VM.  

Recommended permissions: grant the VM’s vagrant user read and write access to each mount so FCE services can perform operations such as content cracking and disposal.  

2) Create Diskover Task — IT Admin

1. Open the Diskover UI: http://localhost:8000.
2. Sign in as the admin user. You can open Diskover directly or via the Content Sources button from the Location Group page in FCE. If no index tasks exist yet, click Schedule Index Task to create one.  
3. Open the Task Panel (gear icon → Task Panel).  
4. Create a new Task:
   1. Template: select filesystem.

   2. Fields:

      • Name: provide a unique task name (FCE filters out non-unique names when adding Location Groups).
      • Description: optional.
      • Crawl Directory(s): choose one or more mounted paths to scan.
      • Alt Scanner: uncheck “Use DirCache alt scanner (scandir_dircache) to cache directory lists.”

      

      • Custom Index Name (highly recommended): ensure the index is unique per run. Recommended pattern:
        diskover-<taskname>-%Y%m%d%H%M
        For example, for task wpgf-one: diskover-wpgf-one-%Y%m%d%H%M.
      • Schedule: optional. Do not schedule more frequently than every 12 hours.
      • Post-Crawl Command (required):

      python /opt/recordpoint-connector-IndexBuilder/process.py

      • Post-Crawl Command Args (required):

      {indexname}

      Do not substitute anything in the args string; always use 

      

   3. Optional: enable Make template and give it a name to reuse these settings later.
   4. Check Disabled, then click Create Task.
   5. In the Task Panel, use the first-column dropdown for the new task and select Run Now to start the initial scan, then wait for it to complete.

3) Create Location Group — Records Manager

1. Open the FCEv3 Records Manager UI: http://localhost:8080.
2. Go to Location Groups and click Add.
3. Select the new Location (the Diskover task name prefixed with fce-) and click Add.
4. On the Location Groups page, ensure the new Location is Enabled.

The group is now ready for advanced configuration (e.g., Signals and Policies).  

4) Submit a Location to RecordPoint — Records Manager

1. Open Policies from the left navigation and create a new policy.
2. General tab:
   • Title: “Submit all”
   • Policy Type: “Submit to RecordPoint”
   • Enabled: on
   • Description: optional

3. Items tab: add search criteria as required. To match all items, use:

   • Property: Size
   • Operator: Greater than equals
   • Value: 0

   Click Search to preview matching items across Locations (for confirmation only).

4. Click Save.
5. Return to Location Groups and open the desired group.
6. On the Policies tab, click Add and select the “Submit all” policy.
7. Open the Schedule tab:
   • Optionally set a recurring schedule for the policy (policies run at 12:00 am in the VM’s configured timezone).
8. To run immediately, select the policy and click Run.
9. Refresh the page and open Run Results to see status. If successful, records begin appearing in RecordPoint.

5) Create a Submission or Task Schedule — Records Manager

Create an FCEv3 Task Schedule

1. In the FCEv3 UI, go to Location Groups and open the target group.
2. Open the Schedule tab.
3. Click the name of the Action/Task to schedule, set the desired frequency, then click Save.

Create a Diskover Task Schedule (for Submission Tasks)

1. In Diskover, open the Task List. For the associated index, choose Info → Edit Task.
2. Configure the desired Schedule for the index.
3. Scroll down and click Update Task.