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
Configuring application without user impersonation for Microsoft 365
As per Microsoft guidelines, custom app authentication is disabled by default. For Microsoft 365 application to function with application permission scope instead of delegated permission scope, DisableCustomAppAuthentication should be enabled by setting it to false
To set the property DisableCustomAppAuthentication,
- Install Module Pnp.Powershell using command in PowerShell Install-Module -Name PnP.PowerShell
- Run the command Register-PnPManagementShellAccess and provide credentials of Minimum Privileges user Account.
Note:
This step is done to provide PnP PowerShell Authentication with Service Principal and send an interactive authorization request for this user and resource
- Copy the following script in Notepad and save it as DisableCustomAppAuthentication.ps1 file.
param ( [parameter(Mandatory=$true)] [string]$Organization) Import-Module PnP.PowerShell $url = 'https://'+$Organization+'-admin.sharepoint.com' Write-Output $url $userCredential = Get-Credential Connect-PnPOnline -Url $url -Credential $userCredential get-PnPTenant Set-PnPTenant -DisableCustomAppAuthentication $falseThis is required for normal functioning of fetching of Advanced Permission, classification of data and scanning local user for SharePoint Online and OneDrive.
- Run the script using .\DisableCustomAppAuthentication.ps1
- When prompted, provide organization name.
- In the Windows Powershell Credential Request pop up, provide Minimum Privileges user credentials and click Ok
- In the list of output, verify if the DisableCustomAppAuthentication property is set to False.
After configuring application, you need to add the created application to the lookup.
To configure created application to the lookup in Microsoft 365,
- Copy the Client ID of the app created in the Azure portal App
- Navigate to https://<organization-name>-admin.sharepoint.com/_layouts/15/appinv.aspx
- Paste the Client ID copied from the Azure portal App in the App Id field
- Click Lookup. Display name of the app will be auto populated in the Title field.
- Add localhost.com in the App Domain field
- Add https://localhost.com/default.aspx in the Redirect URL field
- Add following XML in the App's Permission Request XML
Since this application needs to be able to access all sites and uses search with app-only, it needs below permissions
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/tenant"
Right="FullControl"/>
</AppPermissionRequests>
- Click Create
- Click Trust It
To provide permissions to specific site collections only,
- Copy the Client ID of the app created in the Azure portal App
- Navigate to https://<org-name>.sharepoint.com/sites/<site-collection-name>/_layouts/15/appinv.aspx
- Paste the Client ID copied from the Azure portal App in the App Id field
- Click Lookup. Display name of the app will be auto populated in the Title field.
- Add localhost.com in the App Domain field
- Add https://localhost.com/default.aspx in the Redirect URL field
- Add following XML in the App's Permission Request XML
Since this application needs to be able to access all sites and uses search with app-only, it needs below permissions
<AppPermissionRequests AllowAppOnlyPolicy="true">
<AppPermissionRequest Scope="http://sharepoint/content/sitecollection" Right="FullControl" />
</AppPermissionRequests>
- Click Create
- Click Trust It
You will be redirected to the SharePoint admin center.