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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
Persistent Store
FPolicy allows you to set up a Persistent Store (PS) to capture file access events for asynchronous non-mandatory policies in the SVM. This mode decouples client file operations and FPolicy event processing to help reduce client latency. Once enabled, FPolicy will write the event to a pre-configured persistent volume to release the file operation. Simultaneously, FPolicy will process the events store in the volume to create notifications, which will be sent out to the external FPolicy server(s).
Note:
Persistent Store is not supported for versions prior to 9.14.1
Note the following points:
ONTAP 9.14.1
You will have to manually create and configure a volume and then create a persistent store for the newly created volume.
If a persistent store already exists, use the same persistent store name for fpolicy creation in Information Governance.
ONTAP 9.15.1
When you create the persistent store, ONTAP automatically creates and configures its volume at the same time.
If a persistent store already exists, Information Governance automatically uses the same persistent store name for fpolicy creation.
To configure Persistent Store manually,
- Create a volume on the SVM that can be provisioned as the Persistent Store.
volume create -vserver <SVM Name> -volume <volume> -state <online> - junction-path <path> -policy <default> -unix-permissions <777> -size <value> -aggregate <aggregate name> -snapshot-policy <none>
Size of the Persistent Store volume is based on the time duration for which you want to persist the events that are not delivered to the external server like Information Governance Collector. For example, if you want 30 minutes of events to persist in a cluster with 30K notifications per second capacity: Required volume size = 30000 x 30 x 60 x 0.6KB (avg notification record size) = 32400000 KB = ~32GB
Enable FPolicy, unmount the volume in ONTAP to remove the junction path, to ensure Persistent Store volume is inaccessible to external user protocol access (CIFS/NFS) and avoid accidental corruption or deletion of the persisted event records.
The snapshot policy is set to none for that volume instead of default. This is to ensure that there is no accidental restore of the snapshot leading to loss of current events and to prevent possible duplicate event processing.
- Create the Persistent Store using the following command:
vserver fpolicy persistent store create -vserver <SVM> -persistentstore <PS_name> -volume <volume>
persistent-store: The Persistent Store name
volume: The Persistent Store volume
- After the Persistent Store is created, you need to create the FPolicy policy and add the Persistent Store name to that policy.
vserver fpolicy policy create -vserver-name vserver_name -policy-name policy_name -engine engine_name -events event_name, [-persistentstore PS_name] [-is-mandatory {true|false}] [-allow-privileged-access {yes|no}] [-privileged-user-name domain\user_name] [-is-passthroughread- enabled {true|false}]
- The remaining configuration for events, external engine and scope has no new alternation.
If the persistent store does not exist, Information Governance will create a new persistent store named datainsight_ps_<SVM Name>, along with a volume named datainsight_psvol_<32-bit MD5 hash of SVM Name>, with a default volume size of 1 GB.
You can modify the persistent store volume size by editing the fpolicycmod.conf file located in the Datadir/conf folder on the Collector.
The fpolicycmod.conf file on the Collector contains the following configuration:fpolicy.persistentstore.volume.size=1073741824. In this configuration, fpolicy.persistentstore.volume.size is the property name, and 1073741824 (in Bytes) represents the volume size.