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Arctera Insight Information Governance Administrator's Guide

Last Published: 2025-07-07

Product(s): Data Insight (7.2)

Platform: Windows

Section I. Getting started
1. Introduction to Arctera Insight Information Governance administration
  1. About Arctera Insight Information Governance administration
    1. Operation icons on the Management Console
    2. Information Governance administration tasks
2. Configuring Information Governance global settings
Section II. Configuring Information Governance
Section III. Configuring native file systems in Information Governance
Section IV. Configuring SharePoint data sources
1. Configuring monitoring of SharePoint web applications
2. Configuring monitoring of SharePoint Online accounts
Section V. Configuring cloud data sources
Section VI. Configuring Object Storage Sources
1. Amazon S3
Section VII. Health and monitoring
1. Using Arctera Insight Information Governance dashboards
2. Monitoring Information Governance
Section VIII. Alerts and policies
1. Configuring policies
Section IX. Remediation
1. Configuring remediation settings
Section X. Reference

Viewing and managing the status of an operation

You can track and manage the progress of the operations that are initiated from the Information Governance Management Console. You can perform the following tasks from the Action Status page.

Create a bulk remediation request using a CSV file.
View the progress of an operation.
Cancel an ongoing operation.
Re-run a completed or canceled operation.
Delete a completed or canceled operation.

Note:

The Cancel and Re-run options are not supported for Delete Files action.

Creating a bulk remediation request using a CSV file

To create a bulk remediation request using a CSV file,

Click Settings on the top ribbon and click Remediation > Action Status in the left pane.
Click Create bulk remediation request using CSV file.
If you are creating a request for the first time, click Download CSV template and save it on your machine.
Open the file on your local machine and enter the required information in the prescribed format.
Save the file and navigate back to Information Governance
Select the desired action from the available options.
Click Browse, select the saved file from your local machine and click Upload..
Note:
he maximum file size allowed for upload is 5 MB.
Click OK on the success pop-up.
Click Close to complete the process.

A new bulk action request using a CSV file will be created. You can view the newly created request under Remediation > Action Status.

Note:

The maximum allowed file size for upload is 5 MB.

You can also perform bulk remediation using the API.

Bulk remediation API

The Bulk Remediation API provides a set of endpoints to automate large-scale file remediation actions such as deleting files, setting or removing Microsoft Information Protection (MIP) labels, archiving files, and applying custom actions.

This API is designed to process bulk operations using CSV input, enabling efficient handling of high-volume data governance and compliance tasks. Authentication is required, and rate limiting is enforced to ensure system stability.

Authentication

To authenticate and get the API key, use the following login endpoint: /api?function=LOGIN&username=<USERNAME>&domain=<DOMAIN>&password=<PASSWORD>&format=json

1. Delete Files

Endpoint: POST /api/bulkRemediation?function=BulkRemediationAction&actionName=DELETE_FILES

Required Query Parameters:

function = BulkRemediationAction
actionName = DELETE_FILES
MATRIX_AUTH = API key (use as API Key header)

Request Body (Form-Data):

file = CSV file to be uploaded

Response: {"success": "Successfully created the bulk action request using CSV with workflow ID: {Workflow_id}"}

2. Set MIP Label

Endpoint: POST /api/bulkRemediation?function=BulkRemediationAction&actionName=SET_MIP_LABELS

Required Query Parameters:

function = BulkRemediationAction
actionName = SET_MIP_LABELS
labelName = Name of the MIP label
justificationMessage = Reason for applying label
MATRIX_AUTH = API key

Request Body (Form-Data): file = CSV file to be uploaded

Response: {"success": "Successfully created the bulk action request using CSV with workflow ID: {Workflow_id}"}

3. Remove MIP Label

Endpoint: POST /api/bulkRemediation?function=BulkRemediationAction&actionName=REMOVE_MIP_LABELS

Required Query Parameters:

function = BulkRemediationAction
actionName = REMOVE_MIP_LABELS
justificationMessage = Reason for removal
MATRIX_AUTH = API key

Request Body (Form-Data): file = CSV file to be uploaded

Response: {"success": "Successfully created the bulk action request using CSV with workflow ID: {Workflow_id}"}

4. Archive Files

Endpoint: POST /api/bulkRemediation?function=BulkRemediationAction&actionName=ARCHIVE

Required Query Parameters:

function = BulkRemediationAction
actionName = ARCHIVE
retentionCategory = Retention category name
retentionOption = e.g., Create Shortcut
indexPropertyEnabled = true or false (optional)
MATRIX_AUTH = API key

Request Body (Form-Data):

file = CSV file to be uploaded
indexProperties = JSON array (only if indexPropertyEnabled is true)

Example indexProperties JSON:

[ {"type": "STRING", "set": "text", "name": "text name", "value": "text value"}, {"type": "INT", "set": "integer", "name": "integer name", "value": "10"}, {"type": "DATE", "set": "date", "name": "date name", "value": "2025-02-07T00:00Z"} ]

Response: {"success": "Successfully created the bulk action request using CSV with workflow ID: {Workflow_id}"}

5. Custom Action

Endpoint: POST /api/bulkRemediation?function=BulkRemediationAction&actionName=CUSTOM_ACTION

Required Query Parameters:

function = BulkRemediationAction
actionName = CUSTOM_ACTION
customActionId = ID of the custom action
MATRIX_AUTH = API key

Request Body (Form-Data): file = CSV file to be uploaded

Response: {"success": "Successfully created the bulk action request using CSV with workflow ID: {Workflow_id}"}

Rate Limiting

The API enforces throttling: users can trigger only one request per minute. Requests exceeding this limit will not be processed.

Example URLs

/api?function=LOGIN&username=administrator&domain=happy&password=C1@ssifyData&format=json
/api/bulkRemediation?function=BulkRemediationAction&actionName=DELETE_FILES
/api/bulkRemediation?function=BulkRemediationAction&actionName=ARCHIVE&retentionCategory=DIIntegrationRetentionCategory&retentionOption=Create Shortcut&indexPropertyEnabled=true
/api/bulkRemediation?function=BulkRemediationAction&actionName=SET_MIP_LABELS&labelName=Azure_AIP_Sensitive_Label&justificationMessage=Azure AIP Sensitive Label
/api/bulkRemediation?function=BulkRemediationAction&actionName=REMOVE_MIP_LABELS&justificationMessage=Azure AIP Sensitive Label
/api/bulkRemediation?function=BulkRemediationAction&actionName=CUSTOM_ACTION&customActionId=1

You can view the progress of the following types of operations:

Archive operations using Enterprise Vault.
Permission remediation operations.
Remediation operation using custom actions.
Deletion of stale, inactive, or orphan files and folders.

The Action Status page displays the following information:

The unique identification number of the operation.
The system-generated name for the triggered operation indicating its origin.
The type of the operation. For Enterprise Vault operations, the type is specified as EV. For permission remediation operations, the type is PR. For custom action operations, the type is CUSTOM. For delete action operations, the type is DELETE FILES.
The time when the user triggered the operation from the Management Console.
The user who triggered the operation.
The time when the destination server starts processing the triggered request. The destination server is an external server which is responsible for the actual execution of an operation that is triggered from the Information Governance Management Console. For example, in the case of an archive operation, the destination server is the Enterprise Vault server.
The time when the destination server completes processing the request.
The time it takes to complete the operation.
The status of the operation.
In case of archive operation using Enterprise Vault, the custom index property, including the classification tags applied to the files that are being archived.

Note:

Only some columns are displayed in the default view. You can view the other columns by selecting them from the column header drop-down.

The Details for Action panel shows you the step-by-step break-down of the selected operation.

To view the status of an operation

In the Management Console navigate to Settings > Action Status. The Action Status page displays the details of recently triggered operations.
Use the check box filter to display the operations based on their Type or Status. Additionally, you can use the search facility to display the operations based on their attributes such as Origin, Type, or Status.
Click the Origin of the selected operation to view granular details of an operation. Alternatively, click the Select Action drop-down, and select View.
The details of the selected operation are displayed in the Details for Action panel.
Use the check box filter to display the operations based on the attributes such as: Status or Filer. Additionally, you can use the search facility to display the details based on attributes such as Path or Status.

You can cancel an operation that is in progress. Cancelling an operation, pauses all the activities of the operation. You can re-run a canceled operation later.

To cancel an ongoing operation

In the Management Console, navigate to Settings > Action Status. The Action Status page displays the details of recently triggered operations.
Use the check box filter to display the operations based on their Type or Status. Additionally, you can use the dynamic filter to display the operations based on their attributes such as Origin , Type, or Status.
Click Select Action for the operation you want to cancel.
Click Cancel.

You can re-run a canceled or a completed operation.

To re-run a canceled or a completed operation

In the Management Console navigate to Setting > Action Status. The Action Status page displays the details of recently triggered operations.
Use the check box filter to display the operations based on their Type or Status.
Click Select Action for the operation you want to re-run.
Select Run Again.
Select any of the following:
- All - To run all the sub-steps for the operation.
- Unsuccessful - To run all the failed sub-steps for the operation.
Note:
For a permission remediation or custom action-related operation that is canceled, the option to run the unsuccessful steps again is not available.

You can delete an operation that is canceled or completed.

To delete a canceled or a completed operation

In the Management Console navigate to Setting > Action Status. The Action Status page displays the details of recently triggered operations.
Use the check box filter to display the operations based on their Type or Status.
Click Select Action for the operation you want to delete.
Select Delete.