Default Document Tracking

Default Document Tracking is set to track creation of new files, writing to an existing file, deleting a file, and renaming a file ONLY if the drive type is CD-ROM or Removable. This means that although tracking is turned on for local and network drives, no recording occurs unless the drive is detected as a removable memory device or a CD/DVD drive.

Default Document Tracking is applied to ALL drives for which you have NOT selected Custom Tracking. If you change the Default Tracking, you will change how the Client records at all the non-Custom drives.

A reason to change Default Tracking might be a crisis wherein you need to watch all document activity for a few days (select ALL drive types). If you need track any and all activity that occurs to a sensitive, named document, define a File Name Filter. Again, you would select all drive types, but the File Name Filter would limit the Default Tracking to activity involving the named file.

Be careful!
You may end up tracking more activity than you need! The easiest and safest way to override the Default Tracking is to do it drive-by-drive, selecting "Use Custom Tracking" as described in Document Tracking Settings. Custom Settings allow the same tracking selections as presented here, and, unlike Default Tracking, will NOT affect any other drives.

To change the default settings:

Click the Default Tracking button on the Document Tracking Settings panel. The Default Document Tracking Settings box (shown above) opens. Check option

Check actions to track. Clear actions you do not wish to track:

Creating a New File - Capture every time a new file is created.

Writing to an existing File - Capture every time an existing file is opened for writing.
Deleting a File - Capture every time an existing file is deleted from the drive.
Renaming a File - Capture every time an existing file is renamed.

Select drive types to track. Clear drive types you do not wish to track. A message may warn you to use filtering to reduce the number of events recorded.

CD ROM - Any drive detected as a CD/DVD device.
Local - Hard drive(s) local to the Client computer, such as C:.
Network - Remote drives accessible on the network.
Removable - Any device at a drive detected as removable: USB memory stick, floppy disk, etc.
Other - Any device at that drive location doesn't fall into one of the above categories.

Click OK. Settings are applied when you re-initialize the Client.