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Arctera Insight Information Governance Administrator's Guide
- Section I. Getting started
- Introduction to Arctera Insight Information Governance administration
- Configuring Information Governance global settings
- About Information Governance licensing
- SQLite WAL mode
- Configuring SMTP server settings
- About scanning and event monitoring
- Monitoring Indexer Node Storage Utilization
- About filtering certain accounts, IP addresses, and paths
- About archiving data
- About Information Governance integration with Data Loss Prevention (DLP)
- Importing sensitive files information through CSV
- Configuring advanced analytics
- About open shares
- About user risk score
- Configuring file groups
- Configuring Workspace data owner policy
- Configuring Management Console settings
- About bulk assignment of custodians
- Configuring Watchlist settings
- Configuring Metadata Framework
- Proof of concept
- Section II. Configuring Information Governance
- Configuring Information Governance product users
- Configuring Information Governance product servers
- About Information Governance product servers
- Adding a new Information Governance server
- Managing Information Governance product servers
- Viewing Information Governance server details
- About node templates
- Adding Portal role to a Information Governance server
- Adding Classification Server role to a Information Governance server
- Assigning Classification Server to a Collector
- Associating a Classification Server pool to a Collector
- Viewing in-progress scans
- Configuring Information Governance services
- Configuring advanced settings
- Monitoring Information Governance jobs
- Rotating the encryption keys
- Viewing Information Governance server statistics
- About automated alerts for patches and upgrades
- Deploying upgrades and patches remotely
- Using the Upload Manager utility
- About migrating storage devices across Indexers
- Viewing the status of a remote installation
- Configuring saved credentials
- Configuring directory service domains
- About directory domain scans
- Adding a directory service domain to Information Governance
- Managing directory service domains
- Fetching users and groups data from NIS+ scanner
- Configuring attributes for advanced analytics
- Deleting directory service domains
- Scheduling scans
- Configuring business unit mappings
- Importing additional attributes for users and user groups
- Configuring containers
- Server Pools
- Section III. Configuring native file systems in Information Governance
- Configuring clustered NetApp file server monitoring
- About configuring a clustered NetApp file server
- About configuring FPolicy in Cluster-Mode
- Pre-requisites for configuring clustered NetApp file servers
- Credentials required for configuring a clustered NetApp file server
- Preparing a non-administrator local user on the clustered NetApp filer
- Preparing a non-administrator domain user on a NetApp cluster for Information Governance
- Persistent Store
- Preparing Information Governance for FPolicy in NetApp Cluster-Mode
- Preparing the ONTAP cluster for FPolicy
- About configuring secure communication between Information Governance and cluster-mode NetApp devices
- Enabling export of NFS shares on a NetApp Cluster-Mode file server
- Enabling SSL support for Cluster Mode NetApp auditing
- Configuring EMC Celerra or VNX monitoring
- Configuring EMC Isilon monitoring
- About configuring EMC Isilon filers
- Prerequisites for configuration of Isilon or Unity VSA file server monitoring
- Credentials required for configuring an EMC Isilon cluster
- Configuring audit settings on EMC Isilon cluster using OneFS GUI console
- Configuring audit settings on EMC Isilon cluster using the OneFS CLI
- Configuring Isilon audit settings for performance improvement
- Preparing Arctera Insight Information Governance to receive event notifications from an EMC Isilon or Unity VSA cluster
- Creating a non-administrator user for an EMC Isilon cluster
- Utilizing access zone's SmartConnect Zone/Alias mappings
- Purging the audit logs in an Isilon filer
- Configuring EMC Unity VSA file servers
- Configuring Hitachi NAS file server monitoring
- Configuring Windows File Server monitoring
- Configuring Arctera File System (VxFS) file server monitoring
- Configuring monitoring of a generic device
- Managing file servers
- About configuring filers
- Viewing configured filers
- Adding filers
- Add/Edit NetApp cluster file server options
- Add/Edit EMC Celerra filer options
- Add/Edit EMC Isilon file server options
- Add/Edit EMC Unity VSA file server options
- Add/Edit Windows File Server options
- Add/Edit Arctera File System server options
- Add/Edit a generic storage device options
- Add/Edit Hitachi NAS file server options
- Custom schedule options
- Editing filer configuration
- Deleting filers
- Viewing performance statistics for file servers
- About disabled shares
- Adding shares
- Managing shares
- Editing share configuration
- Deleting shares
- About configuring a DFS target
- Adding a configuration attribute for devices
- Configuring a DFS target
- About the DFS utility
- Running the DFS utility
- Importing DFS mapping
- Renaming storage devices
- Configuring clustered NetApp file server monitoring
- Section IV. Configuring SharePoint data sources
- Configuring monitoring of SharePoint web applications
- About SharePoint server monitoring
- Credentials required for configuring SharePoint servers
- Configuring a web application policy
- About the Information Governance web service for SharePoint
- Viewing configured SharePoint data sources
- Adding web applications
- Editing web applications
- Deleting web applications
- Adding site collections
- Managing site collections
- Removing a configured web application
- Configuring monitoring of SharePoint Online accounts
- About SharePoint Online account monitoring
- Configuring user with minimum privileges in Microsoft 365
- Creating an application in the Microsoft Azure portal
- Configuring application without user impersonation for Microsoft 365
- Adding SharePoint Online accounts
- Managing a SharePoint Online account
- Adding site collections to SharePoint Online accounts
- Managing site collections
- Configuring monitoring of SharePoint web applications
- Section V. Configuring cloud data sources
- Configuring monitoring of Box accounts
- Configuring OneDrive account monitoring
- Configuring Azure Netapp Files Device
- Managing cloud sources
- Section VI. Configuring Object Storage Sources
- Section VII. Health and monitoring
- Section VIII. Alerts and policies
- Configuring policies
- About Information Governance policies
- Managing policies
- Create Data Activity Trigger policy options
- Create User Activity Deviation policy options
- Create Real-time Data Activity Policy options
- Create Real-time Permitted User-based Activity Policy options
- Create Real-time Restricted User-based Activity Policy options
- Create Real-time Sensitive Data Activity policy options
- Managing alerts
- Configuring policies
- Section IX. Remediation
- Configuring remediation settings
- Section X. Reference
- Appendix A. Information Governance best practices
- Appendix B. Migrating Information Governance components
- Appendix C. Backing up and restoring data
- Appendix D. Arctera Information Governance health checks
- About Information Governance health checks
- Services checks
- Deployment details checks
- Generic checks
- Information Governance Management Server checks
- Information Governance Indexer checks
- Information Governance Collector checks
- Information Governance Windows File Server checks
- Information Governance SharePoint checks
- Classification server health checks
- Information Governance self service portal server health checks
- About Information Governance health checks
- Appendix E. Command File Reference
- Appendix F. Arctera Information Governance jobs
- Appendix G. Troubleshooting
- About general troubleshooting procedures
- About the Health Audit report
- Location of Information Governance logs
- Downloading Information Governance logs
- Migrating the data directory to a new location
- Troubleshooting FPolicy issues on NetApp devices
- Troubleshooting EMC Celera or VNX configuration issues
- Troubleshooting EMC Isilon configuration issues
- Troubleshooting SharePoint configuration issues
- Troubleshooting Hitachi NAS configuration issues
- Troubleshooting installation of Tesseract software
- Troubleshooting RHEL 9 upgrade issue
- Troubleshooting CyberArk Password Manager Configuration Issues
Add/Edit Windows File Server options
Note:
If IP addresses are used with Information Governance and NTLM authentication is disabled, make sure Keberos authentication is configured to work with IP addresses or use only FQDNs.
Use this dialog box to add a new Windows File Server to Arctera Insight Information Governance or to edit the configuration of an existing filer.
Note:
If NTLM is disabled and the hostname is the computer name and not the IP address, Information Governance will only support Kerberos authentication protocol.
Table: Add/Edit Windows File Server options
Field | Description |
|---|---|
Is a MSCS clustered file server | Select the check box if the Windows File Server is part of a Microsoft Cluster Server configuration. |
Windows server name/Cluster name | Enter the host name or IP address of the filer that you want Information Governance to monitor. In case of a clustered Windows File Server, enter the host name or IP address of the cluster. Note: The hostname or IP address should be same as the filer name entered in Data Loss Prevention Discover targets. |
Select Collector node for this filer | Do the following:
Information Governance connects to the filer from this server. It is recommended that the Collector worker node share a fast network with the filer. Changing the Collector If you want to change the existing collector, you will lose events during collector migration, impacting the incremental scan. It is recommended that you initiate migration during the maintenance window. Prior to initiating the collector migration, make sure the following conditions are met:
|
Select Indexer node for this filer | Do the following:
Events and metadata that are collected from the cluster are processed and stored on the Indexer node. You can also migrate the file server to another Indexer. |
Monitor mode | Select one of the following monitoring options:
|
Agent names for this filer | This option is visible when adding a clustered file server that is monitored using an agent, but where the agent is installed manually. Select one or more agent nodes from the list that belong to this cluster. This option is also visible when editing a clustered file server. |
Let Information Governance install the agent automatically | Select to allow Information Governance to install or upgrade the agent on the Windows File Server. Information Governance automatically installs the Windows File Server agent on the filer using the WMI interface and also registers the filer with the Management Server. |
Node names to install agent | This option is only visible if you have selected . In the text box, enter comma-separated IP addresses or hostnames of the Windows File Server nodes, on which you want to install the agent. |
Filer Administrator Credentials | Enter the credentials that Information Governanceshould use to install the agent on the Windows File Server. |
Test Connection | Click to test the availability of network connection between the Collector worker node and the filer, and the validity of the specified credentials. Arctera recommends that you test the connection before proceeding to ensure that Information Governance is able to connect to the filer. |
Automatically discover and monitor all shares on this filer | Use this option to have Information Governance automatically discover shares of the filer and add them to the configuration. You can choose to exclude certain shares using the field. Discovery of shares takes place as soon as you add a new filer and then twice each day at 2:00 A.M. and 2:00 P.M. |
Exclude following shares from discovery | Enter the details of shares which should not be included in share discovery. This option is available if you select . Specify comma
separated patterns that you want to ignore.
Patterns can have 0 or more wildcard *
characters. For example, |
Enable file system event monitoring | Select to enable event monitoring on the filer. |
Enable filer scanning | Select the check box to enable filer scanning according to the specified schedule. |
Scanning schedule for full scans | Select one of the following to define a scanning schedule for shares of this filer: Arctera Insight Information Governance periodically scans shares of the filer to obtain file metadata and security descriptors. Each Collector worker node by default initiates a full scan of shares on the last Friday of each month. Note: You can also customize the schedule per share using the dialog box. |
Scanner credentials | Select one of the following:
|
Scan new shares immediately | Select this option to scan newly added shares immediately, instead of waiting for the normal scan schedule. Scanning will still take place during the hours when scanning is permitted on the Collector node. |
Note:
In case of manual installation, Local system account credentials are used by default. For smooth upgrade via push installation, update the credentials with the user having appropriate privileges.