SFTP - OpenText Lens - Data Visibility Integration and Automation

Common Integration Use Cases Between SFTP and OpenText Lens - Data Visibility

Below are practical integration scenarios where SFTP secure file exchange and OpenText Lens - Data Visibility complement each other to improve governance, compliance, and operational control over unstructured data.

1. Secure Discovery File Exchange for Data Governance Reviews

Data flow: SFTP to OpenText Lens - Data Visibility

Organizations can use SFTP to securely deliver exported file inventories, directory listings, or sampled content from remote business units, partners, or legacy systems into OpenText Lens for analysis. Lens then identifies sensitive, redundant, obsolete, or non-compliant content across those files.

• Supports centralized governance reviews without opening direct access to source systems
• Helps compliance teams assess content before retention or disposal decisions
• Reduces manual collection of file samples from distributed locations

2. Pre-Migration Content Assessment for Shared File Repositories

Data flow: SFTP to OpenText Lens - Data Visibility

Before migrating file shares, archives, or partner-exchange folders, teams can transfer directory exports and content snapshots over SFTP to Lens. Lens analyzes the data to identify duplicates, stale files, and sensitive documents that should be excluded, remediated, or migrated with controls.

• Improves migration planning by reducing unnecessary data movement
• Helps IT and records teams define what should be retained, archived, or deleted
• Lowers migration cost by shrinking the data set before cutover

3. Secure Transfer of Sensitive Content for Risk Triage

Data flow: SFTP to OpenText Lens - Data Visibility

Security operations or information governance teams can send high-risk file sets, such as customer records, contracts, or financial documents, via SFTP to Lens for classification and risk triage. Lens can then flag content containing personal data, regulated information, or outdated business records.

• Enables faster identification of sensitive content in unstructured repositories
• Supports privacy and regulatory response workflows
• Creates a repeatable process for reviewing files received from external parties

4. Partner File Intake with Automated Content Visibility Checks

Data flow: SFTP to OpenText Lens - Data Visibility

Enterprises often receive large file drops from suppliers, agencies, auditors, or service providers through SFTP. Those inbound files can be routed into Lens to verify whether the content includes confidential, restricted, or obsolete material before it is distributed internally or stored long term.

• Improves control over third-party file intake
• Helps business teams validate partner submissions before downstream use
• Reduces the risk of storing unnecessary sensitive content

5. Compliance Evidence Collection and Review

Data flow: SFTP to OpenText Lens - Data Visibility

Audit and compliance teams can use SFTP to collect evidence files from business units or external custodians and then analyze them in Lens to determine whether required records are present, complete, and appropriately classified. This is especially useful for regulated industries managing contracts, policies, and operational records.

• Speeds up audit preparation and evidence validation
• Improves visibility into where regulated content resides
• Supports defensible retention and disposition decisions

6. Secure Delivery of Cleanup Candidates for Remediation

Data flow: OpenText Lens - Data Visibility to SFTP

After Lens identifies redundant, obsolete, or sensitive files, it can generate reports or file lists that are securely transferred via SFTP to operations teams, records managers, or external remediation partners. These teams can then act on the findings to delete, quarantine, archive, or reclassify content.

• Turns analytics findings into actionable cleanup work
• Supports controlled handoff to remediation teams
• Creates an auditable path from discovery to action

7. Secure Exchange of Data Inventory Reports Across Business Units

Data flow: Bi-directional

Central governance teams can send Lens-generated inventory and risk reports to regional offices or business units through SFTP, while local teams can return updated file exports or exception lists for reanalysis. This creates a repeatable workflow for enterprise-wide data visibility programs.

• Supports distributed governance with secure file exchange
• Enables local teams to validate findings and submit corrections
• Improves consistency in enterprise data cleanup and compliance reporting

8. Disaster Recovery and Archive Validation

Data flow: SFTP to OpenText Lens - Data Visibility

Organizations that use SFTP to move backup or archive files to remote sites can periodically feed those archives into Lens to confirm what content is being retained and whether it still aligns with retention policies. This helps ensure backup repositories do not become uncontrolled stores of obsolete or sensitive data.

• Improves oversight of long-term archive repositories
• Helps identify over-retained or high-risk content in backups
• Supports stronger information lifecycle management