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

Using the metadata framework for classification and remediation

To apply tags to files, folders, and shares, you must create a CSV file with the metadata key value pairs. You may either create the CSV file manually or use a third-party tool or script to generate the CSV with tagging information for paths.

To apply metadata tags

  1. Create a CSV file with the tagging information. You can create more than one CSV file with tagging information for paths.

    To assign tags to the files, ensure that the CSV file name starts with File_ (for example, File_tags.csv). Enter paths for different files with the tag name and tag values. CSV files with any other name are considered to have paths of folders.

    Note:

    i18n and special characters are not supported in tag names.

  2. Save the CSV files in the data/console/tags folder in the Data Insight installation directory on the Management Server.
  3. A scheduled job TagsConsumerJob parses the CSV file and creates a Tags database for each share. The job imports the tags for the paths into Data Insight. The job runs once in a day by default.

    If the job is executed manually using the configcli command, the job forcefully consumes all the CSV files under Tags folder.

    Whenever the job runs, it checks if the modified time of any of the CSV files under the Tags folder is greater than the time of the previous execution of job. If the job finds any such CSV, it processes all the CSV files under Tags folder. If the CSV file(s) have not been modified after the job was last executed, the job does not take any action.

    The job does not accept any tag name that starts with mx_ because they are reserved for Data Insight internal tags usage. Whenever the job processes the CSV, Data Insight deletes all existing tags (except tags starting with "mx_") from all files and folders and attaches new tags.

    Note:

    If a path is tagged in two different CSV files with the same tag name, but with a different value, then the value in the last CSV file that is processed is applied.

  4. To replace existing tags, update the CSV with new tags. The scheduled job replaces existing tags with the new tags. If any paths are discarded during the last run of the job, then these are logged in $DATADIR/console/generictags_scan_status_5.0.db.

    If any paths are discarded, then these are logged in a database that stores the discarded paths during the last run of the job.

    To remove all tags, delete the CSV from the Tags folder.

  5. Create a DQL report to retrieve the tags from the database.

    Here are a few example queries that you can use:

    • To fetch all paths in your storage environment along with the tags (my_tag) assigned to them.

      FROM path GET name, TAG my_tag
    • To get all paths owned by user Joe Camel tagged with the needs_assesment tag.

      FROM owner GET TAG owner.path.needs_assessment, owner.path.name 
      IF user.name="joe_camel"

    Note:

    The DQL report output does not return any tag if the content does not match any predefined classification tag.

  6. To verify the names of tags that are stored for a share, run the idxreader command on the indexer node.
    idxreader  - i $MATRIX_DATA_DIR/indexer/default/99/99 
     - gettags all
Format of CSV file

The CSV file with the metadata tags should be in the following format:

File/folder path, tag name, tag value

For example, \\filer\share\foo,tname,tvalue

Where, tname refers to the name of the tag, and tvalue refers to the tag value.

Note:

Multiple values for a same for the same tag are not supported.

If the path or the tag name contains a comma, enclose the text in double quotes (","). For example, if the folder name is foo, bar, you can add the path in the CSV as follows:

"\\filer\share\foo,bar",t_name,t_value

For shares, the path should be present in the CSV file containing folder paths. Following are examples of share level paths:

CIFS/DFS

\\filer\share

SharePoint

URL of the site collection

NFS

<export path> For example, /data/finance/docs

Box

\\Box\<box name in Data Insight>