Arctera Insight Information Governance Administrator's Guide

To add a user or group to a watch-list

1. From the Management Console, navigate to Settings > Global Settings > Watch-list Settings. The Configure Watch-list page opens.
2. You can add the users or groups to a watch-list in one of the following ways:

   You can use the domain filter search bar to filter users or groups according to domains.

   • Under the User Selection tab, click either the Users or the Groups radio buttons to view the configured users or groups respectively. Click a user or a group to select it.

     Alternatively, you can upload the users and groups information through a CSV file. Click Upload CSV.

   • Under the User Inclusion Using Attributes tab, click Add Condition. From each of the drop-down menu, select the criteria to build the query. The query is used to select users based on their Active Directory attributes.

     You can add multiple conditions to select users. Information Governance evaluates a query as follows:

     • Information Governance uses the logical OR operation for same attribute condition with different values.

     • It uses the logical AND operation between multiple attribute conditions.

3. Similarly, you can exclude specific users from a watch-list in the following ways:

   • Under Exclusion list tab, select the users or groups that you want to exclude from the watchlist.

     Or click Upload CSV to upload a list of users or groups in bulk.

   • Under the User Exclusion Using Attributes tab, click Add Condition. From each of the drop-down menu, select the criteria to build the query. The query is used to exclude users based on their Active Directory custom attributes.

   The selected users, groups, and query information will appear in the Summary pane.

4. Click Save.