Arctera Insight Information Governance

Last Published:
Product(s): Veritas Alta Data Insight (1.0)
Platform: Windows
  1. About Arctera Insight Information Governance
    1.  
      About Arctera Insight Information Governance
  2. Dashboard
    1.  
      About Arctera Insight Information Governance Dashboard
    2.  
      Storage Utilization Trends
  3. Navigating through Arctera Insight Information Governance
    1.  
      Left Navigation Panel Overview
  4. Workspace
    1.  
      About Arctera Insight Information Governance Workspace
    2.  
      Data
    3.  
      Users
    4.  
      Groups
  5. Policy
    1.  
      About policy
    2.  
      Creating Policies
    3.  
      Managing Policies
  6. Installing Collector Node
    1.  
      About Collector node
    2.  
      Downloading and Installing Arctera Insight Information Governance Collector
  7. Collector
    1.  
      Collector
    2.  
      About servers
  8. Data Sources
    1.  
      Data Sources
    2. Filers
      1.  
        Adding filers
      2.  
        Viewing configured filers
      3.  
        Editing filer configuration
      4.  
        Managing filers
      5.  
        Monitored Shares
      6.  
        About disabled shares
    3. SharePoint Online
      1.  
        About SharePoint Online account monitoring
      2.  
        Registering Information Governance with Microsoft to enable SharePoint Online account monitoring
      3.  
        Configuring application without user impersonation for M365
      4.  
        Creating an application in the SharePoint Admin Center
      5.  
        Add SharePoint Online accounts
      6.  
        Managing Site Collections
      7.  
        Monitored Site Collections
    4. OneDrive
      1.  
        Configuring OneDrive account
      2.  
        Registering Information Governance with Microsoft to enable OneDrive account monitoring
      3.  
        Configuring application without user impersonation for M365
      4.  
        Add/Edit OneDrive account
      5.  
        Monitored Cloud Accounts
  9. Directory Services
    1.  
      About Active Directory Services
    2.  
      Registering Information Governance with Microsoft to scan Azure AD
    3.  
      Add/Edit Azure active directory service
  10. Health and Monitoring
    1.  
      Scan Status
  11. Classification
    1.  
      Requests
    2.  
      Configuration
    3.  
      Setting up Classification
  12. File Groups
    1.  
      About File group
    2.  
      Configuring File group
  13. Reports
    1.  
      About Reports
  14. Workflows
    1.  
      Workflows
    2.  
      Task
  15. Data Remediation
    1.  
      Delete Files Configuration
  16. Users and Access
    1.  
      Users and Roles
    2.  
      Credentials

Left Navigation Panel Overview

You will find a vertical menu located on the left side of the interface that provides quick access to the main sections or features of an application, such as Dashboard, Workspace, Policies, Workflows, Reports, and Settings. This panel remains visible across most screens to allow seamless switching between features without losing context. This panel may include expandable sub-menus, icons, tool-tips, or collapsible options to save screen space and improve user experience.

Below is a breakdown of each main menu item available in the left navigation panel:

Dashboard

A Information Governance Dashboard is a specialized type of dashboard designed to provide deep insights and analytics derived from data. This dashboards go beyond simply displaying raw data It focuses on interpreting the data in a way that uncovers trends, patterns, correlations, and actionable insights. These details will help users in making informed decisions based on data-driven intelligence.

Workspace

The Workspace tab will have following sub menus:

  • Data

    The Data submenu allows users to manage and analyze data sets within the workspace. It provides tools for exporting, storing, and organizing data from various sources, as well as for performing advanced data analysis and creating visualizations. This section ensures that the right data is accessible for generating insights, making it easier to explore and interact with data within the platform.

  • Users

    The Users submenu allows administrators to view all users who have access to the workspace. From the Audit Activities tab in the right pane, you can monitor actions performed by each user and download a detailed activity log. To refine the results, use the filter options to select specific Data Sources and Repositories, enabling you to focus on relevant user activities.

  • Groups

    The Groups submenu allows administrators to view group-related information, including the parent group and any additional groups the user belongs to.

Policy

The Policy dashboard provides administrators with a centralized view of all active data governance and security policies applied across the workspace. Each row in the table displays important details such as the policy name, current status, type, targeted data sources, and execution schedule. This interface helps administrators monitor, enable, disable, and manage policies efficiently. It ensures that sensitive data is protected, user activity is tracked, and compliance requirements are addressed. Filtering and search options are available to help quickly locate policies based on name or type.

Workflows

The Workflows tab will have following sub menus:

  • Workflows

    The Workflows submenu provides an overview of all workflows within the workspace. Users can create, configure, and monitor workflow pipelines.

  • Tasks

    The Tasks submenu displays individual actions or jobs within a workflow, including their status, progress, and history. Users can track task execution, view logs, and manage task assignments.

Reports

The Reports tab provides access to generated insights, summaries, and performance overviews based on analyzed data. Users can create, view, and export reports that capture key metrics, trends, and findings.

Settings

The Settings tab will have following sub menus:

  • Data Sources

    The Data Sources option will have following sub menus

    • Filer: The Filer section allows users to connect and manage Filers within the workspace. Users can view the list of all configured Filers.

    • SharePoint: The SharePoint section allows users to connect and manage SharePoint as a data source within the workspace. Users can view the list of all configured SharePoint accounts.

    • OneDrive: The SharePoint section allows users to connect and manage OneDrive as a data source within the workspace. Users can view the list of all configured OneDrive accounts.

    • Azure Directory Services: The Azure Directory Services section allows users to connect and manage Azure Directory Services as a data source within the workspace. Users can view the list of all configured Azure Directory Services accounts.

  • Collectors: This section displays list of collectors configured in the environment. The collectors are installed in the user environment to communicate with the filers.

  • Credentials

    The Credentials section allows users to securely manage and store authentication details for connecting with the filers. You can view the existing stored credentials or add new ones.

  • Data Remediation

    The Data Remediation tab will have following sub menu:

    • Delete Files Configuration: The Delete Files Configuration section allows users to configure delete rules within the workspace. It ensures that unnecessary or outdated data is securely removed in accordance with organizational and regulatory requirements.

  • File Group

    The File Groups section allows users to organize and categorize files into logical groups for easier management and access. By grouping related files together, users can streamline data organization, apply consistent rules, and simplify file retrieval for analysis or reporting. This section helps maintain a structured and efficient workspace by allowing bulk actions, such as assigning permissions or performing data remediation, across multiple files at once.

  • Classification

    The Classification tab will have following sub menus:

    • Request: The Request section enables users to initiate and manage classification requests for data within the workspace. Users can submit requests for classifying data based on predefined categories or tags, helping to categorize and organize files and data sets according to specific criteria.

    • Configuration: The Configuration section allows administrators to enable classification rules, exclude file groups, and configure thresholds.

  • Monitor Health

    The Monitor Health tab will have following sub menu:

    • Scan Status: The Scan Status section provides a list of scans in the environment. Users can view details on whether scans are in progress, completed, or failed, helping ensure that the system is functioning optimally and identifying any potential issues that may require attention.

  • Users and Roles

    The Users and Roles section allows administrators to manage user access and permissions within the workspace. It provides tools for disabling a specific user, assigning specific roles and responsibilities. Roles define the level of access a user has to different features and data, ensuring secure, role-based access control across the platform. This section helps maintain organization, security, and compliance by controlling who can view or modify data and resources.