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 custom scripts to manage data

Data Insight enables you to archive inactive data on your storage devices using Enterprise Vault. However, if you use other archiving tools, or if you want to take actions such as copy your data to a cheaper storage, or delete orphan or inactive data, you can write custom scripts to manage the data.

You can initiate up to two custom actions directly from the Data Insight Management Console. You can apply the scripts to run on the following data:

  • The files that are listed under Workspace > Folder Activity > Inactive Subfolders tab.

  • The files that are listed in the following types of reports:

    • Activity Details reports

    • Activity Summary reports

    • DQL reports

    • Data Lifecycle reports

  • The paths displayed in the Workspace > Data and the Workspace > Shares views.

Before you can configure Data Insight to run the custom action scripts, do the following:

  • Define the action that you want to perform on the data. For example, you may choose to upload all inactive data on your storage devices to the cloud.

  • Write a script to perform this action.

    For more information, see the Veritas Data Insight Programmer's Reference Guide.

  • Place the script at a specified location on the Management Server. By default, all custom scripts must be placed at $datadir\conf\workflow\steps\CUSTOMACTION\scripts. Data Insight invokes the scripts form this location when you initiate an action from the Management Console.

To configure a custom action script

  1. In the Management Console, click Settings > Data Management. The Archiving (Enterprise Vault Configuration) page displays by default.
  2. Click Custom Action 1 or Custom Action 2.
  3. On the Custom Action page, enter the following details:

    • The name of the custom action.

    • The name of the script, for example, copy.pl.

    • The credentials of the user to run the script. You can either use Local System account credentials or the credentials of a user with privileges to perform the desired action on the data. The script continues to run with Local System account, however the specified credentials are used for any network calls made by the script.

  4. Select Do not expand paths to apply the action defined in the script to the paths selected in the view or the report. The selected paths are passed as-is to the custom script.
  5. Select Expand paths to apply the action defined in the script to all child folders under the selected folder recursively. If you select this option to invoke an action on the folder, Data Insight passes individual files present in that path's hierarchy to the script, instead of the parent folder.
  6. Select the additional data that you want to pass to the script.
  7. Click OK to save the settings.