Veritas Data Insight User's Guide

Last Published:
Product(s): Data Insight (6.3.1)
Platform: Windows
  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 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
      5.  
        Viewing file and folder activity
      6.  
        Viewing CIFS permissions on folders
      7.  
        Viewing NFS permissions on folders
      8.  
        Viewing SharePoint permissions for folders
      9.  
        Viewing OneDrive 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
          1.  
            Create or Edit Activity Details for Paths report
          2.  
            Create or edit Activity Details for Users and Groups report
        2. Permissions reports
          1. Inactive Users
            1.  
              Create or edit Inactive Users report
          2. Path Permissions
            1.  
              Create or edit Path Permissions report
          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
            1.  
              Create or edit Entitlement Review report
          10. User/Group Permissions
            1.  
              Create or edit User/Group Permissions
          11. Group Change Impact Analysis
            1.  
              Create or edit Group Change Impact Analysis report
        3. Ownership Reports
          1. Data Custodian Summary
            1.  
              Create or edit Data Custodian Summary report
          2. Inferred Owner
            1.  
              Create or edit Inferred Owner report
          3. Data Inventory Report
            1.  
              Create or edit Data Inventory report
      5.  
        Create/Edit security report options
      6. About Data Insight storage reports
        1. Activity Summary reports
          1.  
            Create or edit Activity Summary for Paths report
          2.  
            Create or edit Activity Summary for User/Groups report
        2. Capacity reports
          1. Filer Utilization
            1.  
              Create or edit Filer Utilization report
          2. Filer Growth Trend
            1.  
              Create or edit Filer Growth Trend report
        3. Data Lifecycle reports
          1. Inactive Data by File Group
            1.  
              Create or edit Inactive Data by File Group report
          2. Inactive Data by Owner
            1.  
              Create or edit Inactive Data by Owner report
          3. Data Aging
            1.  
              Create or edit Data Aging report
          4. Inactive Folders
            1.  
              Create or edit Inactive Folders report
        4. Consumption Reports
          1. Potential Duplicate Files
            1.  
              Create/Edit Potential Duplicate Files report
          2. Consumption by Folders
            1.  
              Create or edit Consumption by Folders report
          3. Consumption by Department
            1.  
              Create or edit Consumption by Department
          4. Consumption by File Group
            1.  
              Create/Edit Consumption by File Group
          5. Consumption by Owner
            1.  
              Create/Edit Consumption by Owner
          6. Consumption by File Group and Owner
            1.  
              Create/Edit Consumption by File Group and Owner
      7.  
        Create/Edit storage report options
      8. About Data Insight custom reports
        1.  
          About DQL query templates
        2.  
          Creating custom templates for DQL queries
        3.  
          Create/Edit DQL report options
        4. Creating DQL reports with custom variables
          1.  
            Running a DQL report with custom variables
      9.  
        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 devices, files, folders, and shares
    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
  6.  
    Index

Configuring Self-Service Portal settings

You can personalize the look and feel of the Self-Service portal to match the branding of your organization.

To configure the portal settings

  1. In the Management Console, click Workflows > Self-Service Portal Settings.
  2. Edit all or any of the following settings:

    Session timeout

    Your login session on the Self-Service Portal times out after certain period of inactivity. The default time out period is 30 minutes. To change the default timeout period, enter the time in minutes.

    Branding

    Customize the header section of the portal by adding the following elements:

    • To add the logo of your organization to the header, browse to the location where the image is saved, and select it.

      The image must be in the .png, .gif or .jpg formats only. It is recommended that the size of the image must be 32x32.

    • Header Background Image

    • Enter the text that you want to appear in the header section of the screen. For example, you can enter the name of your organization.

    • Enter the hexadecimal values to define the font and the background colors to be used in the header area.

    Login help text

    Enter any information that the portal users may need to login to the portal. For example, the login credentials that are required for the portal.

    This information is optional.

    Support information

    Enter information for the portal users to get assistance with the problems that they may encounter when using the portal. Support information can include an email address or the help desk number of the local support office.

  3. Click Save.