Arctera Insight Information Governance Administrator's Guide
- Section I. Getting started
- Introduction to Arctera Insight Information Governance administration
- Configuring Information Governance global settings
- About Information Governance 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 Information Governance 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 Information Governance
- Configuring Information Governance product users
- Configuring Information Governance product servers
- About Information Governance product servers
- Adding a new Information Governance server
- Managing Information Governance product servers
- Viewing Information Governance server details
- About node templates
- Adding Portal role to a Information Governance server
- Adding Classification Server role to a Information Governance server
- Assigning Classification Server to a Collector
- Associating a Classification Server pool to a Collector
- Viewing in-progress scans
- Configuring Information Governance services
- Configuring advanced settings
- Monitoring Information Governance jobs
- Rotating the encryption keys
- Viewing Information Governance 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 Information Governance
- 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
- Server Pools
- Section III. Configuring native file systems in Information Governance
- 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 Information Governance
- Persistent Store
- Preparing Information Governance for FPolicy in NetApp Cluster-Mode
- Preparing the ONTAP cluster for FPolicy
- About configuring secure communication between Information Governance 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 Insight Information Governance 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 Arctera 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 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 Arctera 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 clustered NetApp 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 Information Governance 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
- Configuring policies
- About Information Governance policies
- Managing policies
- Create Data Activity Trigger policy options
- Create User Activity Deviation policy options
- Create Real-time Data Activity Policy options
- Create Real-time Permitted User-based Activity Policy options
- Create Real-time Restricted User-based Activity Policy options
- Create Real-time Sensitive Data Activity policy options
- Managing alerts
- Configuring policies
- Section IX. Remediation
- Configuring remediation settings
- Section X. Reference
- Appendix A. Information Governance best practices
- Appendix B. Migrating Information Governance components
- Appendix C. Backing up and restoring data
- Appendix D. Arctera Information Governance health checks
- About Information Governance health checks
- Services checks
- Deployment details checks
- Generic checks
- Information Governance Management Server checks
- Information Governance Indexer checks
- Information Governance Collector checks
- Information Governance Windows File Server checks
- Information Governance SharePoint checks
- Classification server health checks
- Information Governance self service portal server health checks
- About Information Governance health checks
- Appendix E. Command File Reference
- Appendix F. Arctera Information Governance jobs
- Appendix G. Troubleshooting
- About general troubleshooting procedures
- About the Health Audit report
- Location of Information Governance logs
- Downloading Information Governance 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
- Troubleshooting CyberArk Password Manager Configuration Issues
Preparing a non-administrator domain user on a NetApp cluster for Information Governance
To configure a NetApp cluster from the Management Console, you can use an account which is not in the administrators group on the NetApp filer, but has some specific privileges. You can use the credentials of a domain user to configure Information Governance to monitor a NetApp cluster. These credentials are required to discover shares and to enable FPolicy on the NetApp cluster.
Perform the following steps on the NetApp filer console to add a non-administrator user, for example, testuser.
To use domain user credentials to configure a NetApp cluster
- Log on using SSH to the NetApp cluster with administrator credentials. Do one of the following:
If the NetApp cluster has a data SVM with a CIFS server that is already created, you can use that data SVM as an authentication tunnel. Use the following command:
security login domain-tunnel create -vserver name of data SVMThe following security command displays the specified authentication tunnel:
login domain-tunnel showIf the cluster does not have a data Storage Virtual Machine (SVM) with a CIFS server created, you can use any data SVM in the cluster and join it to a domain by using the vserver active-directory create command. Set the --vserver parameter to the data SVM. Joining a data SVM to a domain does not create a CIFS server or require a CIFS license. However, it enables the authentication of users and groups at the SVM or cluster-level.
- Grant a user or a group access to the cluster or SVM with the -authmethod parameter set to domain.
Also, create a new role, for example testrole, using the
useradminutility on the filer.The following command enables <testuser> in the <DOMAIN1> domain to access the cluster through SSH:
cluster1::> security login create -vserver cluster1 <-user-or-group-name> <DOMAIN1\testuser> -application ontapi -authmethod domain - role testrole
Where, <cluster1> is the name of Admin Vserver.
Note:
For FpolicyCmod devices with ONTAP 9.6 or greater, create the following:
cluster1::> security login create -vserver cluster1 <-user-or-group-name<DOMAIN1\testuser> -application http -authmethod domain - role testrole
Note the following:
The value of the -user and -group-name parameter must be specified in the format domainname\username, where <domain name> is the name of the CIFS domain server and user name is the name of the user or group you want to grant access to.
The user group authentication supports only SSH and ONTAPI for the -application parameter.
If the authentication tunnel is deleted, the directory service logon sessions cannot be authenticated by the cluster, and users and groups cannot access the cluster. The open sessions that were authenticated before the deletion of the authentication tunnel remain unaffected.
- You can also choose to assign specific capabilities to the role.
security login role create -role testrole -cmddirname "version"-access all
Enables you to log into the NetApp filer and run commands. With this capability, you can get latency statistics (for scan throttling), volume size information or discover shares.
Run the following commands to create the role with specific privileges:
Security login role create -role testrole -cmddirname "vserver fpolicy engine-connect" -access all
Security login role create -role testrole -cmddirname "vserver fpolicy engine-disconnect" -access all
security login role create -role testrole -cmddirname "version"-access all
security login role create -role testrole -cmddirname "vserver cifs"-access readonly
security login role create -role testrole -cmddirname "vserver nfs" -access all
security login role create -role testrole -cmddirname "vserver"-access readonly
security login role create -role testrole -cmddirname "volume"-access readonly
security login role create -role testrole - cmddirname "vserver fpolicy policy" -access all
security login role create -role testrole - cmddirname "vserver fpolicy" -access readonly
security login role create -role testrole - cmddirname "vserver fpolicy enable" -access all
security login role create -role testrole - cmddirname "vserver fpolicy disable" -access all
security login role create -role testrole - cmddirname "statistics" -access readonly
security login role create -role testorle -cmddirname "network interface show" -access readonly
The network interface show privilege automatically assigns the following privileges to the role:
network interface create
network interface modify
For NetApp ONTAP 9.14 and later, grant the following privileges to the role to support Persistent Store and Persistent Volume Creation.
security login role create -role testrole -cmddirname "vserver fpolicy persistent-store" -access all.
security login role create -role testrole -cmddirname "volume create" -access all
You can optionally specify a default role such as admin/vsadmin which already has these privileges.