Veritas Data Insight User's Guide

Last Published:
Product(s): Data Insight (6.1.2)
  1. Section I. Introduction
    1. Introducing Veritas Data Insight
      1.  
        About Veritas Data Insight
      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 Symantec Data Loss Prevention
      9.  
        Content classification using Veritas Information Classifier
    2. Using the Veritas Data Insight Management Console
      1. About the Veritas Data Insight Management Console
        1.  
          Header
        2.  
          Tabs
        3.  
          Navigation pane
        4.  
          Content pane
      2.  
        Operation icons on the Management Console
      3.  
        Logging in to the Data Insight Management Console
      4.  
        Logging out of the Data Insight Management Console
      5.  
        Accessing online Help
  2. Section II. Data Insight Workspace
    1. Navigating the Workspace tab
      1.  
        About the Data Insight Workspace
      2.  
        Using the Workspace filters
      3.  
        Managing the Workspace
      4.  
        Searching the storage device hierarchy
      5.  
        Searching for users and user groups
    2. Analyzing data using the Workspace views
      1.  
        About information risk
      2.  
        Viewing summary of data sources
      3. Viewing shares summary
        1.  
          About control points
      4.  
        About the risk score for users
      5. About the Risk Dossier
        1.  
          Assessing risky users - an example scenario
      6.  
        Viewing user summary
      7.  
        Viewing details of Watchlist users
      8.  
        Viewing details of alert notifications
    3. Viewing access information for files and folders
      1.  
        About viewing file or folder summary
      2.  
        Viewing the overview of a data source
      3.  
        Managing data custodian for paths
      4.  
        Viewing the summary of user activity on a file or folder
      5. Viewing user activity on files or folders
        1.  
          Assigning an inferred data owner as custodian
        2.  
          Assigning an active user as custodian
        3.  
          Assigning a custodian from the Permissions tab
      6.  
        Viewing file and folder activity
      7.  
        Viewing CIFS permissions on folders
      8.  
        Viewing NFS permissions on folders
      9.  
        Viewing SharePoint permissions for folders
      10.  
        Viewing Box permissions on folders
      11.  
        Viewing audit logs for files and folders
      12. About visualizing collaboration on a share
        1.  
          Analyzing activity on collaborative shares
    4. Viewing access information for users and user groups
      1.  
        Viewing the overview of a user
      2.  
        Viewing the overview of a group
      3.  
        Managing custodian assignments for users
      4.  
        Viewing folder activity by users
      5.  
        Viewing CIFS permissions for users
      6.  
        Viewing CIFS permissions for user groups
      7.  
        Viewing NFS permissions for users and user groups
      8.  
        Viewing SharePoint permissions for users and user groups
      9.  
        Viewing Box permissions for users and user groups
      10.  
        Viewing audit logs for users
  3. Section III. Data Insight reports
    1. Using Data Insight reports
      1.  
        About Data Insight reports
      2.  
        How Data Insight reporting works
      3.  
        Creating a report
      4. About Data Insight security reports
        1.  
          Activity Details report
        2. Permissions reports
          1.  
            Inactive Users
          2.  
            Path Permissions
          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
          10.  
            User/Group Permissions
          11.  
            Group Change Impact Analysis
        3. Ownership Reports
          1.  
            Data Custodian Summary
          2.  
            Inferred Owner
          3.  
            Data Inventory Report
      5.  
        Create/Edit security report options
      6.  
        Data Insight limitations for Box permissions
      7. About Data Insight storage reports
        1.  
          Activity Summary reports
        2. Capacity reports
          1.  
            Filer Utilization
          2.  
            Filer Growth Trend
        3. Data Lifecycle reports
          1.  
            Inactive Data by File Group
          2.  
            Inactive Data by Owner
          3.  
            Data Aging
          4.  
            Inactive Folders
        4. Consumption Reports
          1.  
            Potential Duplicate Files
          2.  
            Consumption by Folders
          3.  
            Consumption by Department
          4.  
            Consumption by File Group
          5.  
            Consumption by Owner
          6.  
            Consumption by File Group and Owner
      8.  
        Create/Edit storage report options
      9. About Data Insight custom reports
        1.  
          About DQL query templates
        2.  
          Creating custom templates for DQL queries
        3.  
          Create/Edit DQL report options
      10.  
        Considerations for importing paths using a CSV file
    2. Managing reports
      1.  
        About managing Data Insight 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.  
        Automatically archiving reports
      13.  
        Canceling a report run
      14.  
        Deleting a report
      15.  
        Considerations for viewing reports
      16.  
        Organizing reports using labels
  4. Section IV. 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 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 Enterprise Vault
      6.  
        Using custom scripts to manage data
      7.  
        Pushing classification tags while archiving files into Enterprise Vault
      8. About adding tags to files, folders, and shares
        1.  
          Using the metadata framework for classification and remediation
    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
  5. Appendix A. Command Line Reference
    1.  
      mxcustodian

Create Entitlement Review workflow options

Use the dialog to create an instance of an Entitlement Review workflow. You can view the summary of the options you select in the right-hand panel of the page.

Note:

Creation of Entitlement Review workflows is not supported for the Microsoft OneDrive, SharePoint Online, and Documentum data sources.

Table: Create Entitlement Review workflow

Option

Description

Workflow Information

Enter information in the following fields:

  • Name - Enter a logical name for the workflow.

  • Description - Enter a short description for the workflow.

    Workflow Type - Describes the type of workflow.

    Template - Select the template you want to use for creating the workflow.

    See About workflow templates.

  • Portal Node for Execution - From the drop-down, select the Self-Service Portal node to which you want to submit the workflow.

  • Click Test portal connection to test the availability of SMTP connection to the Self-Service Portal.

    Enter the email IDs of the recipients of the workflow request, and click Test. You will see a response from the SMTP server if the connection to the Portal node succeeds.

  • Action - Select Apply configured permission remediation action automatically to let Data Insight automatically take the configured actions by a remediation workflow. To avail this feature, you must first configure Data Insight for permission remediation.

  • Schedule - Select the start and the end date for completing the workflow.

Data Selection

Do the following:

  1. Select the Physical radio button to view the configured file servers or SharePoint web applications. Or, select the DFS radio button to view the configured DFS paths in a domain.

  2. From the Resource Selection drop-down, select one of the following options:

    • Physical or DFS paths - Select the physical or DFS paths for which you want to review the user permissions.

    • Opens Shares - Select the open shares that need to be remediated.

    • Containers - Select configured containers. Data Insight presents the paths in the containers to remediate user permissions.

    • Enter paths manually - Enter the full path that you want to remediate.

    • Upload CSV - Browse to the location of the .csv file that contains the paths that you want to remediate. Only valid paths in the .csv file are displayed in the Selected Resources pane.

    • Select paths having custodians - Data Insight retrieves only the list of paths that have custodian assignments. Select the paths from the list.

The selected data set is listed in the Selected Resources pane.

Note:

Data Insight does not support NFS, SharePoint Online, Microsoft OneDrive, and Documentum for the Entitlement Review workflows. If you select a container which contains these paths, then those paths will not be sent to the custodian for review.

Resource-Custodian Selection

This panel displays the following:

  • The paths that you select under the Data Selection tab.

  • The paths for which custodians are already assigned and those paths for which custodians are not assigned.

  • The email address of the custodian.

    Data Insight displays the email address only if you have added the email custom attribute, and have also marked the attribute as email alias when you add the directory service.

You can assign custodians on paths or remove already assigned custodians. For example:

  • Click Import Custodian to assign custodian to a selected path. Select any of the following options:

    • Upload a .csv file with custodian information.

    • Select a user who is configured in Data Insight as the custodian.

    • Select a Data Insight suggested data owner as the custodian.

    • Select a custom attribute of a Data Insight suggested data owner and assign it as a custodian. For example, you can select the manager of a user who is a suggested data owner as the custodian.

  • Click Assign Custodian to manually assign the custodian for a selected path. Use the domain filter to filter the users based on their directory domains.

  • Click Remove Custodian to remove a custodian from a selected path.

  • Click Delete Paths to remove the selected paths.

Exclusion List

Select the groups or users that you want to exclude from the scope of the review. Click the group or user to select it. The selected data set is listed in the Selected Groups/Users panel. Once you have excluded a user or a group, the activities of the user or the group on the paths will be ignored and thus will not be considered for the review.