7.3 Creating Search Patterns

Search patterns specify the conditions for the content scanning, along with how you want to classify and categorize the results.

File Reporter utilizes regex search strings for conducting content scanning. Regex is short for “regular expression,” a special text string describing and defining a search pattern. Regex search strings are ideal for locating files containing specified patterns (e.g. Social Security numbers, credit card numbers, etc.) or other user-defined patterns.

7.3.1 Creating a New Search Pattern

  1. Select File Content > Search Patterns.

  2. Click Add.

  3. In the Name field, enter a descriptive name for the search pattern.

    For example, Social Security US - High.

    Names are restricted to A-Z, a-z, 0-9, space, - (hyphen), and_ (underscore).

  4. From the Classification drop-down menu, select a classification.

  5. From the Category drop-down menu, select a category.

  6. From the Match Confidence drop-down menu, select either Low, Medium, or High.

    These designations allow you to indicate your confidence in the search pattern. Selecting High does not necessarily make the match confidence better than selecting Low. It simply indicates your confidence in results of the search, based on the depth of the Regex search string. For example, a search for all Social Security numbers might be Low, while a search for a particular Social Security number specified in the regex string would be High.

  7. In the Regex Options drop-down menu, select any applicable options.

    For an explanation of these options, we recommend referring to this document published by Microsoft.

  8. In the Search String text box, enter or paste the search string.

    Note that this version of File Reporter does not yet include an interface for developing regex search strings.

    For basic information and tutorials on compiling regular expression search strings, see the following sites:

    For cases where different regex Engines or languages are mentioned, note that this version of File Reporter makes use of the C# (.NET) regular expression variant.

    Additionally, we will provide a variety of regex search strings on filequerycookbook.com.

  9. In the Description text box, enter a description of the search pattern.

  10. Click Update.

7.3.2 Editing a Search Pattern

  1. Select File Content > Search Patterns.

  2. Select the search pattern you want to edit.

  3. Click Edit.

  4. Edit the fields.

  5. Click Update.