Document Tracking Settings

Configure Computers

The Client captures copy, print, edit rename and other actions on documents. Control Document Tracking settings from the Deployment Utility or from Client Settings after the Client is installed.

To enable Document Tracking:

Enable Document Tracking - Check to record document activity and allow other options to be set. Once you enable Document Tracking you can choose how much activity to track on each drive. By default, documents are tracked on all drives detected to be DVD/CD-ROM or Removable Media. Clear the checkbox to disable Document Tracking.

To set tracking by drive:

By default, documents are tracked on ALL drives detected to be DVD/CD-ROM or Removable Media. Select a drive and choose a tracking option for the drive. You can set different options for each drive.

Local Hard Drive Tracking
Document Tracking on a local hard drive can generate an enormous amount of data (Windows file operations) and potentially slow the performance of the monitored computer. Enable tracking on a local hard drive ONLY with a file filter to limit folders and files tracked.

Drive - From the drop-down list, select the letter drive where you want to change settings (starts with A: REMOVABLE). Any "Tracking" Changes affect ONLY the currently selected drive. A drive can be:

Local - Attached to the computer
Network - At a different network location
Removable - The drive media can be removed
CDROM - CD or DVD media

Default Tracking button - Click this button to display and change the Default Tracking settings. These settings apply to all drives with Use Default Tracking selected.

Do Not Track - Select to turn OFF Document Tracking for this drive.
Use Default Tracking - Select to record the drive using the Default Tracking settings. Custom checkboxes to the right are dimmed.

Some local and network drive letters remain static (such as a C: local drive or a share S: network drive); other drive mappings will change. The Default Tracking settings keep recording enabled for any drive that may be temporarily mapped to a removable or CD/DVD device.

Use Custom Tracking - Select to activate the checkboxes to the right and choose types of activity to record on this drive. If you select Custom Tracking, choose activities to track on the selected drive.

Track Creating New Files - Check to record creation of new files on the drive. Clear to omit tracking new files.
Track Writing to Existing Files - Check to capture every time an existing file is opened for writing. A user may open a file for reading or writing or both. An event of this type can mean a file was changed, or it can mean it was simply opened and closed. Clear this option to omit tracking files opened for writing.
Track Deleting Files - Check to capture every time an existing file is deleted from the currently selected drive. This is useful if files are missing and you want to know who deleted them, and when. Clear this option to omit tracking file deletions.
Track Renaming Files - Check to capture information when an existing file is renamed. This can be helpful if you are trying to track a file through the system. Many applications will create temporary files while you are editing an original file. When you are done editing, the original file gets deleted and the temporary file gets renamed. This kind of event would indicate a change to the file.

For example:
For a network drive where sensitive or reference documents reside, you might select "Use Custom Tracking" and check ALL forms of tracking to scrutinize interaction of users with these documents.

To set a File Name Filter:

The File Name Filter applies to tracking on ALL drives. The File Name Filter limits Document Tracking data by including or excluding specific documents. For example, you might record ONLY activity involving .doc (Word documents) and one specific "budget" Excel document.

Click Include to include a list of files to track.
Click Exclude to track all documents except for a list of files.
Click the Add button to display the File Filter dialog box.
In the box, enter a filename or a combination of wildcards with path specification and/or file type. See Document Tracking File Filter for complete rules.
Click OK to add the filter to the list.

Select a filter from the list and click Delete to remove it.

To enable tracking of Printing and CD/DVD burning:

The last two settings have more to do with the Client's general Windows operations than a particular drive.

Track Printed Documents - Check this option to record all documents submitted to the Windows print spooler to be printed. The name of the print job usually includes the job owner, number, size, time submitted and date. Clear the option to omit tracking printed documents.
Track WinXP CD/DVD Burning (IMAPI) - Check this option to record files being written to a CD/DVD device if the application is using Windows IMAPI (Image Mastering Applications Programming Interface). The Client will NOT be able to record disc burning on CD/DVD devices from older applications that use their own proprietary interface for writing a CD/DVD.