Dossier User Guide

Team Live Optics

What is Dossier?

Unstructured data is one of the fastest growing data categories in the world. Dossier is designed to bring insight to unstructured data through rapid File Characterization and reporting management. IT professionals are able to provide PDF reports from Dossier containing information for useful suggestions focusing on data capacity utilization, de-duplication effectiveness, compression reduction percentage, and archiving.  

Getting Started With Dossier

Login to Live Optics portal and open Dossier

Dossier is a fully integrated file scanning tool within the Live Optics portal.  To access it, go to https://www.liveoptics.com and login with your Live Optics account credentials.  Once logged in, click on the Collectors button in the menu and click Dossier.  This will open Dossier within your Live Optics dashboard.

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Download and extract Dossier software

The Dossier software, just like the original Live Optics software, is run locally from within an End User's data center.  Click on the "Download Collector" button to save the Dossier ZIP file locally to a computer. 

 

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Unstructured data is one of the fastest growing data categories in the world. Dossier is designed to bring insight to unstructured data through rapid File Characterization.  Once the File Characterization process has completed, the data can be used to provide useful suggestions regarding capacity utilization, de-duplication, compression, archiving and a wide variety of associated insight.  Dossier creates a PowerPoint report upon completion that will be available for download.

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Using any standard decompression software, extract all of the Dossier software files to any local directory so they look like the following example.

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Run, configure, and start Dossier collector

The Dossier software executable, LiveOpticsDossier.exe, is memory resident and does not require any installation for it to run on any Windows operating system.  To begin running Dossier you double-click LiveOpticsDossier.exe.  The following configuration window will popup and allow you to setup Dossier to collect file based information from only the drives and paths specified.

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Dossier Configuration Settings

  • C: Drive:  Allows you to chose between the three most popular local drive settings for Dossier to scan (entire C: drive, User folders, and Program Data folders).
  • Additional Drives:  This list is dynamic and based upon any mapped drives that are connected to the server.  By default, all drives are selected and it does not matter what operating system is on the host end of the mapped drive.  Dossier uses SMB/CIFS to scan network drives at the host.
  • Custom Paths:  Allows you to either browse for other local drives that were not available in the first two configuration category or to enter a UNC path to a network drive on the network.  (Note:  You must click "Add Custom Path" to include the custom drive to Dossier)
  • Dossier Collector Settings:  Dossier is more memory and processor intensive that the standard Live Optics software as it actively looks at file systems for all file and folder data on specified drives.  The amount of memory and processor threads can be set to increase or decrease the amount of compute resources Dossier can dedicate to the file scan.  (The amount of time Dossier takes to complete can be affected by the values set in this area)  This area is also where you can choose whether or not you would like for Dossier to test files for compressability or data de-duplication along with them percentage of files that will be tested.

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NOTE:  Increasing the number of CPU threads or the amount of memory used by Dossier will consume a larger amount of performance resources on the computer running the Dossier collector software.

Dossier Processing Drives

Once "Start Collection has been clicked, Dossier will begin scanning each of the drives listed in the configuration window and will run for as long as it takes to scan all drives, directories, and files.  During Dossier, a progress window will display the list of drives, number of files processed with total capaicty and the amount of memory currently in use by Dossier.  

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If at any time during the processing of Dossier the operation needs to be terminated, the "Cancel Scan Operation" button will signal the program to stop processing and begin the end program operations to create the Dossier.

 

Generating Dossier PDF Report

At the conclusion of Dossier processing, a file will be generated.  The benefit of running Dossier is in the analysis provided in the PDF report.  To generate a Dossier report you will need to login to Live Optics and click on the Dossier link again.  Clicking "Browse for .Dossier File" will begin the process of uploading the Dossier file and entering your contact information for in-report labeling. If the PDF report is being generated for somebody else, their information should be entered in the optional Name and Email section.  Once all files and information is entered, click "Create PDF Report" and your report will be generated after a few minutes.

 

Sample Dossier PDF Report

Below are sample slides of a Dossier PPTX report.

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