Managing Collectors

Once a collector has been configured, you can manage the collector via the Integration Details screen.

To edit a collector

You can alter and activate a collector by editing the collector. This is only available if a collector has been activated.

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.

    The Evidence Integrations screen appears.

  2. Select the My Integrations tab.
  3. Open the collector in which you would like to edit.
  4. On the Integration Details screen, click the Context Menu icon in the Actions column for the collector you would like to edit.
  5. On the Context menu, select Edit Collector.

    The Add Details tab appears.

  6. Edit the fields as needed in each tab.
  7. Click the Activate Collector button.

To deactivate a collector

You can temporarily stop a collector from gathering evidence by deactivating it. This is only available if a collector has been activated and is in the Collecting status.

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.

    The Evidence Integrations screen appears.

  2. Select the My Integrations tab.
  3. Open the collector in which you would like to deactivate.
  4. On the Integration Details screen, click the Context Menu icon in the Actions column for the collector you would like to deactivate.
  5. On the Context menu, select Deactivate Collector.
    The Delete Collector modal appears.

  6. Click the Deactivate Collector button. The collector status will change to Not Collecting.

To reactivate a collector

You can resume capturing evidence per the collector's setup. This option is only available if the collector has been deactivated.

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.

    The Evidence Integrations screen appears.

  2. Select the My Integrations tab.
  3. Open the collector in which you would like to reactivate.
  4. On the Integration Details screen, click the Context Menu icon in the Actions column for the collector you would like to reactivate.
  5. On the Context menu, select Activate Collector.
    The Activate Collector modal appears.

  6. Click the Activate Collector button. The collector's status will change to Collecting.

To delete a collector

You can permanently remove a collector and all its related data. This is only available if a collector has been deactivated or if it has never been activated.

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.

    The Evidence Integrations screen appears.

  2. Select the My Integrations tab.
  3. Open the collector in which you would like to delete.
  4. On the Integration Details screen, click the Context Menu icon in the Actions column for the collector you would like to delete.
  5. On the Context menu, select Delete Collector.
    The Delete Collector modal appears.

  6. Click the Delete Collector button. The collector will be removed from the Integration Details screen.

To collect evidence now

You can initiate an immediate, unscheduled collection of evidence on the collector. This is only available if a collector has been activated and is in the Collecting status.

  1. On the Compliance Automation menu, select Setup > Evidence Integrations.

    The Evidence Integrations screen appears.

  2. Select the My Integrations tab.
  3. Open the collector in which you would like to collect evidence now.
  4. On the Integration Details screen, click the Context Menu icon in the Actions column for the collector in which you would like to collect evidence now.
  5. On the Context menu, select Collect Now to collect evidence now.