Configurable metadata-based automation and content classification architecture for cloud-based collaboration platforms
Scalable architectures, systems, and services are provided herein for generating jobs by applying user-specified metadata rules to metadata events. More specifically, the scalable architecture described herein uses metadata to drive automations and/or polices in a cloud-based environment. In one embodiment, the architecture integrates a metadata service with an event-based automation engine to automatically trigger polices and/or automations based on metadata and/or changes in metadata changes. The metadata service can include customizable and/or pre-build metadata templates which can be used to automatically apply a metadata framework (e.g., particular fields) to files based on, for example, the upload or placement of a particular file in a particular folder. The architecture also provides for advanced metadata searching and data classification.
1. A computer-implemented method of facilitating metadata-based automations in a collaborative cloud-based environment, the method comprising:
monitoring, by a metadata service system of the collaborative cloud-based environment, changes in metadata occurring with respect to shared work items stored in the collaborative cloud-based environment;
receiving a metadata event at a rule manager system of the collaborative cloud-based environment,
wherein the metadata event identifies a change in a metadata key-value pair associated with a particular work item in the collaborative cloud-based environment; and
automatically translating, by a processor of the rule manager system, the metadata event into one or more job requests by:
processing the metadata event to capture the metadata key-value pair;
accessing pre-defined metadata rules from a memory in communication with the processor;
scanning the pre-defined metadata rules to select a particular pre-defined metadata rule that matches a key of the metadata key-value pair;
processing a value of the metadata key-value pair associated with the particular work item;
processing the particular pre-defined metadata rule that matches the key of the metadata key-value pair to identify a threshold value associated with the metadata key-value pair;
comparing the value of the metadata key-value pair with the threshold value; and
conditionally generating a job request associated with the particular pre-defined metadata rule based on the comparison.
2. The computer-implemented method of claim 1 , wherein the changes in metadata occur as a result of events or job requests that are performed in the collaborative cloud-based environment.
3. The computer-implemented method of claim 1 , further comprising:
determining if the metadata key-value pair is associated with a pre-defined template,
wherein the metadata event is conditionally generated based on whether the metadata key-value pair is associated with a pre-defined template.
4. The computer-implemented method of claim 1 , further comprising:
classifying the particular work item based on the value of the metadata key-value pair.
5. The computer-implemented method of claim 1 , further comprising:
performing the job request associated with the particular pre-defined metadata rule.
6. The computer-implemented method of claim 1 , further comprising:
receiving, by a metadata service system of the collaborative cloud-based environment, a selection of one or more metadata attributes for a template,
wherein the metadata attributes define the template.
7. The computer-implemented method of claim 1 , further comprising:
receiving, by the metadata service system of the collaborative cloud-based environment, input defining one or more metadata attributes;
generating a template including the one or more metadata attributes,
wherein the template is automatically applied to the particular work item to implement a metadata framework.
8. The computer-implemented method of claim 7 , wherein the template is automatically applied to the particular work item based on a storage location of the particular work item in the collaborative cloud-based environment.
9. The computer-implemented method of claim 7 , wherein the template is automatically applied to a particular work item based on selection of the particular work item by a user of the collaborative cloud-based environment.
10. The computer-implemented method of claim 1 , further comprising:
detecting the change in the metadata key-value pair; and
generating the metadata event at the metadata service system of the collaborative cloud-based environment in response to detecting the change in the metadata key-value pair.
11. The computer-implemented method of claim 1 , further comprising:
processing a value of the metadata key-value pair associated with the particular work item; and
classifying the work item based on the value of the metadata key-value pair.
12. The computer-implemented method of claim 1 , further comprising:
applying a policy or workflow to the particular work item based on the value of the metadata key-value pair associated with the particular work item,
wherein the policy is applied by performing the job request associated with the particular pre-defined metadata rule.
13. A collaboration system for facilitating metadata-based automations in a collaborative cloud-based environment, the system comprising:
one or more processors;
a memory unit having instructions stored thereon which when executed by the one or more processors, causes the collaboration system to:
monitor changes in metadata occurring with respect to shared work items stored in the collaborative cloud-based environment;
receive a metadata event, wherein the metadata event identifies a change in a metadata key-value pair associated with a particular work item in the collaborative cloud-based environment; and
automatically translate the metadata event into one or more job requests by:
processing the metadata event to capture the metadata key-value pair;
accessing pre-defined metadata rules from a memory in communication with the one or more processors;
scanning the pre-defined metadata rules to select a particular pre-defined metadata rule that matches a key of the metadata key-value pair;
processing a value of the metadata key-value pair associated with the particular work item;
processing the particular pre-defined metadata rule that matches the key of the metadata key-value pair to identify a threshold value associated with the metadata key-value pair;
comparing the value of the metadata key-value pair with the threshold value; and
conditionally generating a job request associated with the particular-pre-defined metadata rule based on the comparison.
14. The system of claim 13 , wherein the instructions, when executed by the one or more processors, further causes the collaboration system to:
detect the change in the metadata key-value pair; and
generate the metadata event in response to detecting the change in the metadata key-value pair.
15. The system of claim 13 , wherein the instructions, when executed by the one or more processors, further causes the collaboration system to:
classify the particular work item based on the value of the metadata key-value pair.
16. The system of claim 13 , wherein the instructions, when executed by the one or more processors, further causes the collaboration system to:
apply a policy or workflow to the particular work item based on the value of the metadata key-value pair,
wherein the policy is applied by performing the job request associated with the particular pre-defined metadata rule.
17. A non-transitory computer readable storage medium having instructions stored thereon that when executed by one or more processors of a collaboration system, cause the collaboration system to:
monitor changes in metadata occurring with respect to shared work items stored in the collaboration system;
receive a metadata event, wherein the metadata event identifies a change in a metadata key-value pair associated with a particular work item stored in the collaboration system; and
automatically translate the metadata event into one or more job requests by;
processing the metadata event to capture the metadata key-value pair;
accessing pre-defined metadata rules from a memory in communication with the one or more processors;
scanning the pre-defined metadata rules to select a particular pre-defined metadata rule that matches a key of the metadata key-value pair;
processing a value of the metadata key-value pair associated with the particular work item;
processing the particular pre-defined metadata rule that matches the key of the metadata key-value pair to identify a threshold value associated with the metadata key-value pair;
comparing the value of the metadata key-value pair with the threshold value; and
conditionally generating a job request associated with the particular pre-defined metadata rule based on the comparison.
18. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
detect the change in the metadata key-value pair; and
generate the metadata event in response to detecting the change in the metadata key-value pair.
19. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
determine if the metadata key-value pair is associated with a pre-defined template,
wherein the metadata event is conditionally generated based on whether the metadata key-value pair is associated with a pre-defined template.
20. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
classify the particular work item based on the value of the metadata key-value pair.
21. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
perform the job request associated with the particular pre-defined metadata rule.
22. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
receive a selection of one or more metadata attributes for a template,
wherein the metadata attributes define the template.
23. The non-transitory computer readable storage medium of claim 17 , wherein the instructions, when executed by the one or more processors of the collaboration system, further cause the collaboration system to:
receive input defining one or more metadata attributes; and
generate a template including the one or more metadata attributes,
wherein the template is automatically applied to the particular work item to implement a metadata framework.
24. The non-transitory computer readable storage medium of claim 23 , wherein the template is automatically applied to the particular work item based on a storage location of the particular work item in the collaboration system.