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Set Up the Initial Scan

The Metadata Scanner form is displayed.

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Sandbox Options​

If you are installing in a sandbox, there is an option for Change Log Creation. When Enabled, the sandbox creates change logs. Due to Salesforce space limits on different sandbox accounts, consider disabling change logs to save space. This option is also available on the Configuration and Stats page for the sandbox.

Here are the options for a Sandbox installation. Be sure to Save each setting you change. Scroll down to find the Scanner options.

Sandbox installation options

Start Initial Scan​

Scroll down to the Metadata Scanner section.

Scroll to the Scanner section

  1. Click the + by Name to select all types for the initial scan.
  2. Click Run Scanner. A notification message displays when the scan starts.
  3. Click Next.

Schedule Automatic Scans​

You can schedule the scanners to auto-scan your environment:

  1. Toggle Enabled to activate a scan. Hover over the ? for details on the scan.

  2. Select the Frequency and Day. Without a specified time, Platform Governance for Salesforce rescans at midnight.

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Scanner Timing

Change the day or time of your Scanner run to prevent overlap which may cause failures and/or execution delays. Times need to be set 2 hours apart at a minimum.

scheduler_error_msg

note

Netwrix recommends you schedule at least the following items:

  • Automated Scan: Daily
  • Field Usage & DLU: Weekly
  • Standard Fields Scan: Weekly
  • PermissionSet Assignment: Weekly (Production orgs)
  • Subscriber Users Scan: Weekly (Production orgs)
  1. Click Next.

The final screen appears. Click Done to close the wizard.

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Open the Home page and verify that the Scanner Status shows In Progress.

Scanner status on home page

Next Step: Run the Scanner