Arctera Data Insight Administrator's Guide
- Section I. Getting started
- Introduction to Arctera Data Insight administration
- Configuring Data Insight global settings
- About Data Insight licensing
- SQLite WAL mode
- Configuring SMTP server settings
- About scanning and event monitoring
- Monitoring Indexer Node Storage Utilization
- About filtering certain accounts, IP addresses, and paths
- About archiving data
- About Data Insight integration with Data Loss Prevention (DLP)
- Importing sensitive files information through CSV
- Configuring advanced analytics
- About open shares
- About user risk score
- Configuring file groups
- Configuring Workspace data owner policy
- Configuring Management Console settings
- About bulk assignment of custodians
- Configuring Watchlist settings
- Configuring Metadata Framework
- Proof of concept
- Section II. Configuring Data Insight
- Configuring Data Insight product users
- Configuring Data Insight product servers
- About Data Insight product servers
- Adding a new Data Insight server
- Managing Data Insight product servers
- Viewing Data Insight server details
- About node templates
- Adding Portal role to a Data Insight server
- Adding Classification Server role to a Data Insight server
- Assigning Classification Server to a Collector
- Associating a Classification Server pool to a Collector
- Viewing in-progress scans
- Configuring Data Insight services
- Configuring advanced settings
- Monitoring Data Insight jobs
- Rotating the encryption keys
- Viewing Data Insight server statistics
- About automated alerts for patches and upgrades
- Deploying upgrades and patches remotely
- Using the Upload Manager utility
- About migrating storage devices across Indexers
- Viewing the status of a remote installation
- Configuring saved credentials
- Configuring directory service domains
- About directory domain scans
- Adding a directory service domain to Data Insight
- Managing directory service domains
- Fetching users and groups data from NIS+ scanner
- Configuring attributes for advanced analytics
- Deleting directory service domains
- Scheduling scans
- Configuring business unit mappings
- Importing additional attributes for users and user groups
- Configuring containers
- Section III. Configuring native file systems in Data Insight
- Configuring NetApp 7-mode file server monitoring
- About configuring NetApp file server monitoring
- Prerequisites for configuring NetApp file servers
- Credentials required for configuring NetApp filers
- Credentials required for configuring NetApp NFS filers
- Configuring SMB signing
- About FPolicy
- Preparing Data Insight for FPolicy
- Preparing the NetApp filer for Fpolicy
- Preparing the NetApp vfiler for Fpolicy
- Configuring NetApp audit settings for performance improvement
- Preparing a non-administrator domain user on the NetApp filer for Data Insight
- Enabling export of NFS shares on a NetApp file server
- Excluding volumes on a NetApp file server
- Handling NetApp home directories in Data Insight
- Configuring clustered NetApp file server monitoring
- About configuring a clustered NetApp file server
- About configuring FPolicy in Cluster-Mode
- Pre-requisites for configuring clustered NetApp file servers
- Credentials required for configuring a clustered NetApp file server
- Preparing a non-administrator local user on the clustered NetApp filer
- Preparing a non-administrator domain user on a NetApp cluster for Data Insight
- Persistent Store
- Preparing Data Insight for FPolicy in NetApp Cluster-Mode
- Preparing the ONTAP cluster for FPolicy
- About configuring secure communication between Data Insight and cluster-mode NetApp devices
- Enabling export of NFS shares on a NetApp Cluster-Mode file server
- Enabling SSL support for Cluster Mode NetApp auditing
- Configuring EMC Celerra or VNX monitoring
- Configuring EMC Isilon monitoring
- About configuring EMC Isilon filers
- Prerequisites for configuration of Isilon or Unity VSA file server monitoring
- Credentials required for configuring an EMC Isilon cluster
- Configuring audit settings on EMC Isilon cluster using OneFS GUI console
- Configuring audit settings on EMC Isilon cluster using the OneFS CLI
- Configuring Isilon audit settings for performance improvement
- Preparing Arctera Data Insight to receive event notifications from an EMC Isilon or Unity VSA cluster
- Creating a non-administrator user for an EMC Isilon cluster
- Utilizing access zone's SmartConnect Zone/Alias mappings
- Purging the audit logs in an Isilon filer
- Configuring EMC Unity VSA file servers
- Configuring Hitachi NAS file server monitoring
- Configuring Windows File Server monitoring
- Configuring Veritas File System (VxFS) file server monitoring
- Configuring monitoring of a generic device
- Managing file servers
- About configuring filers
- Viewing configured filers
- Adding filers
- Add/Edit NetApp filer options
- Add/Edit NetApp cluster file server options
- Add/Edit EMC Celerra filer options
- Add/Edit EMC Isilon file server options
- Add/Edit EMC Unity VSA file server options
- Add/Edit Windows File Server options
- Add/Edit Veritas File System server options
- Add/Edit a generic storage device options
- Add/Edit Hitachi NAS file server options
- Custom schedule options
- Editing filer configuration
- Deleting filers
- Viewing performance statistics for file servers
- About disabled shares
- Adding shares
- Managing shares
- Editing share configuration
- Deleting shares
- About configuring a DFS target
- Adding a configuration attribute for devices
- Configuring a DFS target
- About the DFS utility
- Running the DFS utility
- Importing DFS mapping
- Renaming storage devices
- Configuring NetApp 7-mode file server monitoring
- Section IV. Configuring SharePoint data sources
- Configuring monitoring of SharePoint web applications
- About SharePoint server monitoring
- Credentials required for configuring SharePoint servers
- Configuring a web application policy
- About the Data Insight web service for SharePoint
- Viewing configured SharePoint data sources
- Adding web applications
- Editing web applications
- Deleting web applications
- Adding site collections
- Managing site collections
- Removing a configured web application
- Configuring monitoring of SharePoint Online accounts
- About SharePoint Online account monitoring
- Configuring user with minimum privileges in Microsoft 365
- Creating an application in the Microsoft Azure portal
- Configuring application without user impersonation for Microsoft 365
- Adding SharePoint Online accounts
- Managing a SharePoint Online account
- Adding site collections to SharePoint Online accounts
- Managing site collections
- Configuring monitoring of SharePoint web applications
- Section V. Configuring cloud data sources
- Configuring monitoring of Box accounts
- Configuring OneDrive account monitoring
- Configuring Azure Netapp Files Device
- Managing cloud sources
- Section VI. Configuring Object Storage Sources
- Section VII. Health and monitoring
- Section VIII. Alerts and policies
- Section IX. Remediation
- Configuring remediation settings
- Section X. Reference
- Appendix A. Data Insight best practices
- Appendix B. Migrating Data Insight components
- Appendix C. Backing up and restoring data
- Appendix D. Data Insight health checks
- About Data Insight health checks
- Services checks
- Deployment details checks
- Generic checks
- Data Insight Management Server checks
- Data Insight Indexer checks
- Data Insight Collector checks
- Data Insight Windows File Server checks
- Data Insight SharePoint checks
- Classification server health checks
- Data Insight self service portal server health checks
- About Data Insight health checks
- Appendix E. Command File Reference
- Appendix F. Data Insight jobs
- Appendix G. Troubleshooting
- About general troubleshooting procedures
- About the Health Audit report
- Location of Data Insight logs
- Downloading Data Insight logs
- Migrating the data directory to a new location
- Troubleshooting FPolicy issues on NetApp devices
- Troubleshooting EMC Celera or VNX configuration issues
- Troubleshooting EMC Isilon configuration issues
- Troubleshooting SharePoint configuration issues
- Troubleshooting Hitachi NAS configuration issues
- Troubleshooting installation of Tesseract software
- Troubleshooting RHEL 9 upgrade issue
Add/Edit NetApp cluster file server options
Use this dialog box to add a new NetApp filer in cluster mode to Arctera Data Insight or to edit the configuration of an existing filer.
Table: Add/Edit NetApp cluster file server options
Field | Description |
|---|---|
Cluster Management Host | Enter the host name or IP address NetApp Cluster Management host interface that is used to manage the nodes in the cluster. |
Collector | Do the following:
Data Insight connects to the NetApp Cluster Management host from this server. Veritas recommends that the Collector worker node share a fast network with the cluster management host. On collector selection page, Select Collector pop-up will display Linux Collector as well, which can be identified from Operating System Column. |
Indexer | Do the following:
Events and metadata that are collected from the cluster are processed and stored on the Indexer node. You can also migrate the file server to another Indexer. |
Cluster Management Interface credentials | Data Insight uses the credentials that you specify to discover the following:
To enable Data Insight to successfully discover shares, ensure that HTTP port 80 is not blocked between Data Insight Collector and NetApp cluster management host. Specifying the filer administrator credentials is optional, if you choose to not monitor events on the filer, nor enable share discovery. See Credentials required for configuring a clustered NetApp file server. |
Cluster Management SSL Certificate | Optionally, you can use an SSL certificate instead of the Cluster Management Interface credentials.
Note: If you choose to use SSL authentication, use local user credentials. Do not choose this option if you are using domain user credentials to configure the NetApp cluster-mode filer. The SVMs with NFS protocol enabled are not be discovered if you are using domain user credentials authenticated using SSL. |
Test credentials | Click to test the availability of network connection between the Collector worker node and the filer, and to test the validity of specified credentials. Veritas recommends that you test the connection before proceeding to ensure that Data Insight is able to connect to the cluster management host. By default, Data Insight does not test credentials for the following HOMEDIR shares:
|
CIFS Server / Storage Virtual Machine (SVM) | Every SVM node in the cluster has a CIFS server configured on it. The CIFS server represents a file server for Data Insight. If both CIFS and NFS protocols are enabled, Data Insight automatically discovers the CIFS server name. If only CIFs protocol is enabled, Data Insight discovers all the CIFS servers that are configured in the cluster. If only NFS protocol is enabled then Data Insight fetches the SVM name. From the drop-down, select the CIFS server/SVM that you want Data Insight to monitor. Ensure that you can resolve the CIFS server host name from the Collector node. Note: For Linux Collector, SVMs which supports NFS protocol will be discovered. Any SVM supporting CIFS and NFS will be discovered but monitoring will be done only for NFS . If you select Linux Collector, SVMs which supports NFS protocol will be discovered. Any SVM supporting CIFS and NFS both will be discovered but only NFS monitoring will be done. |
Storage Virtual Machine (SVM) Alias | Data Insight can exclusively support CIFS on Windows collector and NFSv4 on Linux Collector. However, NFSv3 can be supported on both Windows and Linux Collector. To support a SVM which is having hybrid configuration of CIFS + NFSv4 load or CIFS + NFSv3 or CIFS + NFSv3 + NFSv4, Data Insight will allow addition of same SVM again on different OS collector using Alias functionality. Based on various conditions mentioned in below table CIFS Server / Storage Virtual Machine (SVM) drop-down can also show SVM which is already added in Data Insight. If you select that SVM, a new free-text box will be visible to add Storage Virtual Machine (SVM) Alias. This SVM will be saved in DataInsight with that alias name and will be used with that alias name at all other places in Data Insight. If you are saving a SVM with an alias name based on type of monitoring enabled, Use CIFS Data LIF hostname for scanning / Use NFS Data LIF hostname for scanning options will become mandatory. For more information about the Storage Virtual Machine (SVM) Alias, refer to the table at the end of this section. |
Enable CIFS Monitoring | Check the box to monitor CIFS shares. This checkbox will be disabled for Linux Collector. |
| Enable NFS Monitoring | Check the box to monitor NFS exports on the Isilon. |
Select Domain | Select domain from the drop-down. |
Use CIFS Data LIF hostname for scanning (Optional) / Use NFS Data LIF hostname for scanning | You can use a Logical Interface (LIF) associated with the SVM to communicate with Data Insight. Data Insight uses the Data LIF to access data from the CIFS and NFS servers . If the Admin LIF and Data LIF are associated with two different networks, then you must specify the Data LIF name while scanning the CIFS shares or NFS exports that reside on configured CIFS servers. Providing a Data LIF hostname is also useful if the Admin LIF for the cluster is not configured for CIFS or NFS protocol access. Selecting the LIF hostname is optional if the name of the CIFS server and the Data LIF is the same. Note: This option will be disabled for Linux Collector. Use CIFS Data LIF hostname for scanning option will be disabled in case Linux Collector is selected. |
Discover shares automatically | Check the box to allow Data Insight to automatically discover shares of the filer and add them to the configuration. Discovery of shares takes place as soon as you add a new filer and then twice each day at 2:00 A.M. and 2:00 P.M. You can also choose to add shares manually. |
Exclude shares from discovery | Enter the details of shares which should not be included during discovery. This option is available if you select Specify comma-separated patterns that you want to ignore. Patterns can have 0 or more wildcard * characters. For example, tmp* ignores |
Enable storage utilization analytics | Select the check box to allow Data Insight to gather storage utilization information from the filer. This information is used when you generate Filer Utilization and Filer Growth Trend reports. Note: The Filer utilization and Filer Growth Trend reports are available only for NetApp and Windows File Server. The DataInsightFpolicyCmod service running on the Collector node gathers information about storage utilization on the filer. |
Enable file system event monitoring | Select to enable event monitoring on the filer. |
Enable FPolicy automatically | Select to automatically enable FPolicy on the filer. Once you enable FPolicy, the Clustered Data ONTAP SVM node server initiates a TCP connection to the Data Insight FPolicy server. Ensure that the communication port in the firewall between the FPolicy server and the cluster management host is open. If you clear this check box, you must manually enable FPolicy on the filer. |
Register for security events | Select if you want Data Insight to monitor the changes to permissions in your storage environment. By default, this option is not selected because it has a significant impact on the performance of the file server. |
Enable filer scanning | Select the check box to enable filer scanning according to the specified schedule. |
Scan new shares immediately | Select this option to scan newly added shares immediately, instead of waiting for the normal scan schedule. Scanning proceeds only when scanning is permitted on the Collector node. |
Scanner credentials | See Credentials required for configuring a clustered NetApp file server. This option will not be available for Linux Collector. |
Scanning schedule for full scans | Select one of the following to define a scanning schedule for shares of this filer:
Arctera Data Insight periodically scans shares of the filer to obtain file metadata and security descriptors. Each Collector worker node by default initiates a full scan of shares at 7:00 P.M. on the last Friday of each month. |
Details about the Storage Virtual Machine (SVM) Alias are as follows:
SVM Type | Previous Collector OS | Current Collector OS | Alias Visible | Notes |
|---|---|---|---|---|
CIFS ONLY | Windows | Windows | No | Already added on Windows |
CIFS ONLY | Windows | Linux | No | CIFS is not supported on Linux |
NFS Only | Windows | Linux | Yes | Allowing as it can have NFSv4 shares which are not supported on Windows |
NFS Only | Linux | Windows | No | As already added on best supported OS |
NFS Only | Windows | Windows | No | Already added on Windows |
NFS Only | Linux | Linux | No | Already added on Linux |
CIFS + NFS | Windows | Linux | Yes | Allowing as it can have NFSv4 shares which are not supported on Windows |
CIFS + NFS | Linux | Windows | Yes | Only CIFS monitoring is allowed |