The new docs.trellix.com features a modernized UI and AI-powered conversational search. Content is currently available in English, with additional languages launching in early November 2026. We hope you enjoy the updated experience.

Configure an inventory scan

Prev Next

Inventory scans collect metadata only. They are the fastest scans, and thus the usual starting point in determining what scans are needed.

For details about product features, usage, and best practices, click ? or Help.

Use inventory scans to plan your data protection strategy. You can create scans or edit and reuse existing ones as required.

  1. In ePO - On-prem, select Menu → Data Protection → DLP Discover.

  2. On the Discover Servers tab, select Actions → Detect Servers to refresh the list.

    Note

    If the list is long, you can define a filter to display a shorter list.

  3. On the Scan Operations tab, select Actions → New Scan and select the repository type.

  4. Type a unique name and select Scan Type: Inventory. Select a server platform and a schedule.

    Note

    Discover servers must be predefined. You can select a defined schedule or create one.

  5. (Optional) Set values for Files List or Error Handling in place of the default values.

  6. Select the repositories to scan.

    1. On the Repositories tab, click Actions → Select Repositories.

    2. If needed, specify the credentials for each repository from the drop-down list.

      The credentials default to what is configured for that repository.

      Tip

      You can create repository and credentials definitions if necessary from the selection window.

  7. (Optional) On the Filters tab, select Actions → Select Filters to specify files to include or exclude.

    By default, all files are scanned.

  8. Click Save.

  9. Click Apply policy.