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Arctera Insight Information Governance User's Guide

Last Published:
Product(s): Data Insight (7.2.2)
Platform: Windows
  1. Section I. Introduction
    1. Introducing Arctera Insight Information Governance
      1.  
        About Arctera Insight Information Governance
      2.  
        About data custodian
      3.  
        About permissions
      4.  
        About SharePoint permissions
      5.  
        About Box permissions
      6.  
        About audit logs
      7.  
        About migrated domains
      8.  
        Applications for Data Loss Prevention
      9.  
        Content classification using Arctera Information Classifier
    2. Using the Arctera Insight Information Governance Management Console
      1. About the Arctera Insight Information Governance Management Console
        1.  
          Header
        2.  
          Tabs
        3.  
          Navigation pane
        4.  
          Content pane
      2.  
        Operation icons on the Management Console
      3.  
        Logging in to the Information Governance Management Console
      4.  
        Logging out of the Information Governance Management Console
      5.  
        Accessing online Help
  2. Information Governance Dashboard
    1.  
      About the Information Governance Dashboard
  3. Information Governance Workspace
    1.  
      About Information Governance Workspace
    2.  
      Data
    3.  
      DFS
    4.  
      Users
    5.  
      Groups
  4. Section II. Information Governance reports
    1. Using Information Governance reports
      1.  
        About Information Governance reports
      2.  
        How Information Governance reporting works
      3.  
        Creating a report
      4. About Information Governance security reports
        1. Activity Details report
          1.  
            Create or Edit Activity Details for Paths report
          2.  
            Create or edit Activity Details for Users and Groups report
        2. Permissions reports
          1. Inactive Users
            1.  
              Create or edit Inactive Users report
          2. Path Permissions
            1.  
              Create or edit Path Permissions report
          3. Permissions Search report
            1.  
              Create Permissions Search report
          4.  
            About Permissions Query templates
          5. Creating a Permissions Query Template
            1.  
              Using the match-type criteria
          6.  
            Creating custom rules
          7. Permissions Query Template actions
            1.  
              Editing or deleting a Permissions Query Template
            2.  
              Copying a Permissions Query Template
            3.  
              About sharing a Permissions Query Template
          8.  
            Using Permissions Search report output to remediate permissions
          9. Entitlement Review
            1.  
              Create or edit Entitlement Review report
          10. User/Group Permissions
            1.  
              Create or edit User/Group Permissions
          11. Group Change Impact Analysis
            1.  
              Create or edit Group Change Impact Analysis report
        3. Ownership Reports
          1. Data Custodian Summary
            1.  
              Create or edit Data Custodian Summary report
          2. Inferred Owner
            1.  
              Create or edit Inferred Owner report
          3. Data Inventory Report
            1.  
              Create or edit Data Inventory report
      5.  
        Create/Edit security report options
      6. About Information Governance storage reports
        1. Activity Summary reports
          1.  
            Create or edit Activity Summary for Paths report
          2.  
            Create or edit Activity Summary for User/Groups report
        2. Capacity reports
          1. Filer Utilization
            1.  
              Create or edit Filer Utilization report
          2. Filer Growth Trend
            1.  
              Create or edit Filer Growth Trend report
        3. Data Lifecycle reports
          1. Inactive Data by File Group
            1.  
              Create or edit Inactive Data by File Group report
          2. Inactive Data by Owner
            1.  
              Create or edit Inactive Data by Owner report
          3. Data Aging
            1.  
              Create or edit Data Aging report
          4. Inactive Folders
            1.  
              Create or edit Inactive Folders report
        4. Consumption Reports
          1. Potential Duplicate Files
            1.  
              Create/Edit Potential Duplicate Files report
          2. Consumption by Folders
            1.  
              Create or edit Consumption by Folders report
          3. Consumption by Department
            1.  
              Create or edit Consumption by Department
          4. Consumption by File Group
            1.  
              Create/Edit Consumption by File Group
          5. Consumption by Owner
            1.  
              Create/Edit Consumption by Owner
          6. Consumption by File Group and Owner
            1.  
              Create/Edit Consumption by File Group and Owner
      7.  
        Create/Edit storage report options
      8. About Information Governance custom reports
        1.  
          About DQL query templates
        2.  
          Creating custom templates for DQL queries
        3.  
          Create/Edit DQL report options
        4. Creating DQL reports with custom variables
          1.  
            Running a DQL report with custom variables
      9.  
        Considerations for importing paths using a CSV file
    2. Managing reports
      1.  
        About managing Information Governance reports
      2. Viewing reports
        1.  
          About stale information in reports
      3.  
        Filtering a report
      4.  
        Editing a report
      5.  
        About sharing reports
      6.  
        Copying a report
      7.  
        Running a report
      8.  
        Viewing the progress of a report
      9.  
        Customizing a report output
      10.  
        Configuring a report to generate a truncated output
      11.  
        Sending a report by email
      12.  
        How does number of records field work differently from the truncate output records field?
      13.  
        Automatically archiving reports
      14.  
        Canceling a report run
      15.  
        Deleting a report
      16.  
        Considerations for viewing reports
      17.  
        Organizing reports using labels
  5. Section III. Remediation
    1. Configuring remediation workflows
      1.  
        About remediation workflows
      2.  
        Prerequisites for configuring remediation workflows
      3.  
        Configuring Self-Service Portal settings
      4.  
        About workflow templates
      5. Managing workflow templates
        1.  
          Create/Edit Entitlement Review workflow template
        2.  
          Create/Edit DLP Incident Remediation workflow template
        3.  
          Create/Edit Ownership Confirmation workflow template
        4.  
          Create/Edit Records Classification workflow template
      6. Creating a workflow using a template
        1. Create Entitlement Review workflow options
          1.  
            Customizing Entitlement Review report output
        2.  
          Create DLP Incident Remediation workflow options
        3.  
          Create Ownership Confirmation workflow options
        4.  
          Create Records Classification workflow options
      7. Managing workflows
        1.  
          Viewing details of submitted workflows
        2.  
          Extending the deadline of a workflow
        3.  
          Copying a workflow
        4.  
          Managing submitted workflows
        5.  
          Canceling or deleting a workflow
      8.  
        Auditing workflow paths
      9.  
        Monitoring the progress of a workflow
      10.  
        Remediating workflow paths
    2. Using the Self-Service Portal
      1. About the Self-Service Portal
        1.  
          About Entitlement Review
      2.  
        Logging in to the Self-Service Portal
      3.  
        Using the Self-Service Portal to review user entitlements
      4.  
        Using the Self-Service Portal to manage Data Loss Prevention (DLP) incidents
      5.  
        Using the Self-Service Portal to confirm ownership of resources
      6.  
        Using the Self-Service Portal to classify sensitive data
    3. Managing data
      1. About managing data using Arctera Enterprise Vault and custom scripts
        1.  
          About Retention categories
        2.  
          About post-processing actions
      2.  
        Managing data from the Shares list view
      3.  
        Managing inactive data from the Folder Activity tab
      4.  
        Managing inactive data by using a report
      5.  
        Archiving workflow paths using Arctera Enterprise Vault
      6.  
        Using custom scripts to manage data
      7.  
        Pushing classification tags while archiving files into Arctera Enterprise Vault
      8.  
        About adding tags to devices, files, folders, and shares
    4. Managing permissions
      1.  
        About permission visibility
      2.  
        About recommending permission changes
      3. About recommending permissions changes for inactive users
        1.  
          Reviewing permission recommendations
        2.  
          Analyzing permission recommendations and applying changes
      4.  
        Making permission changes directly from Workspace
      5.  
        Removing permissions for Entitlement Review workflow paths
  6. Appendix A. Command Line Reference
    1.  
      mxcustodian
  7.  
    Index

Editing or deleting a Permissions Query Template

You can edit a saved Permission Query Template by modifying the rules that define the permission search criteria or by adding new rules or deleting existing rules.

To edit an existing template

  1. Do one of the following:

    • On the Permissions Search reports list page, select the report that uses the template that you want to edit.

      Click Select Action > Edit.

    • Or Click Create Report.

  2. On the report configuration panel, click the Configuration tab.

  3. From the Select Operation drop-down, select an existing template, and from the same drop-down, select Manage Templates.
  4. To modify the template, add pre-defined rules or custom rules to the template, or click Clear Rules to delete all rules that are added to the template. To modify an existing rule in the template, click the Edit icon next to the rule.

You can also delete an existing template.

Note:

You cannot delete a template if it is being used by a Permissions Search report.

To delete a template

  1. Navigate to the Manage Templates window, and select the template that you want to edit, and select Manage Templates.
  2. Click the Delete icon.

    You are prompted to confirm the template deletion.

  3. Click OK.

More Information

About Permissions Query templates

Create Permissions Search report