Veritas Data Insight User's Guide

Last Published:
Product(s): Data Insight (7.0)
Platform: Windows
  1. Section I. Introduction
    1. Introducing Veritas Data Insight
      1.  
        About Veritas Data Insight
      2.  
        About data custodian
      3.  
        About permissions
      4.  
        About SharePoint permissions
      5.  
        About Box permissions
      6.  
        About audit logs
      7.  
        About migrated domains
      8.  
        Applications for Symantec Data Loss Prevention
      9.  
        Content classification using Veritas Information Classifier
    2. Using the Veritas Data Insight Management Console
      1. About the Veritas Data Insight Management Console
        1.  
          Header
        2.  
          Tabs
        3.  
          Navigation pane
        4.  
          Content pane
      2.  
        Operation icons on the Management Console
      3.  
        Logging in to the Data Insight Management Console
      4.  
        Logging out of the Data Insight Management Console
      5.  
        Accessing online Help
  2. Section II. Data Insight Workspace
    1. Navigating the Workspace tab
      1.  
        About the Data Insight Workspace
      2.  
        Using the Workspace filters
      3.  
        Managing the Workspace
      4.  
        Searching the storage device hierarchy
      5.  
        Searching for users and user groups
    2. Analyzing data using the Workspace views
      1.  
        About information risk
      2.  
        Viewing summary of data sources
      3. Viewing shares summary
        1.  
          About control points
      4.  
        About the risk score for users
      5. About the Risk Dossier
        1.  
          Assessing risky users - an example scenario
      6.  
        Viewing user summary
      7.  
        Viewing details of Watchlist users
      8.  
        Viewing details of alert notifications
    3. Viewing access information for files and folders
      1.  
        About viewing file or folder summary
      2.  
        Viewing the overview of a data source
      3.  
        Viewing the overview of a filer or Web application
      4.  
        Managing data custodian for paths
      5.  
        Viewing active users of a file or folder
      6.  
        Viewing inactive users
      7.  
        Viewing folder activity by time
      8.  
        Viewing activity on sub-folders and files
      9.  
        Viewing inactive sub-folders
      10.  
        Viewing user activity by time
      11.  
        Viewing user activity by folders
      12. Viewing user activity on files or folders
        1.  
          Assigning an inferred data owner as custodian
        2.  
          Assigning an active user as custodian
        3.  
          Assigning a custodian from the Permissions tab
      13.  
        Viewing file and folder activity
      14.  
        Viewing CIFS permissions on folders
      15.  
        Viewing NFS permissions on folders
      16.  
        Viewing SharePoint permissions for folders
      17.  
        Viewing OneDrive permissions for folders
      18.  
        Viewing Box permissions on folders
      19.  
        Viewing audit logs for files and folders
      20. About visualizing collaboration on a share
        1.  
          Analyzing activity on collaborative shares
    4. Viewing access information for users and user groups
      1.  
        Viewing the overview of a user
      2.  
        Viewing the overview of a group
      3.  
        Managing custodian assignments for users
      4.  
        Viewing folder activity by users
      5.  
        Viewing CIFS permissions for users
      6.  
        Viewing CIFS permissions for user groups
      7.  
        Viewing NFS permissions for users and user groups
      8.  
        Viewing SharePoint permissions for users and user groups
      9.  
        Viewing Box permissions for users and user groups
      10.  
        Viewing audit logs for users
  3. Section III. Data Insight reports
    1. Using Data Insight reports
      1.  
        About Data Insight reports
      2.  
        How Data Insight reporting works
      3.  
        Creating a report
      4. About Data Insight security reports
        1. Activity Details report
          1.  
            Create or Edit Activity Details for Paths report
          2.  
            Create or edit Activity Details for Users and Groups report
        2. Permissions reports
          1. Inactive Users
            1.  
              Create or edit Inactive Users report
          2. Path Permissions
            1.  
              Create or edit Path Permissions report
          3. Permissions Search report
            1.  
              Create Permissions Search report
          4.  
            About Permissions Query templates
          5. Creating a Permissions Query Template
            1.  
              Using the match-type criteria
          6.  
            Creating custom rules
          7. Permissions Query Template actions
            1.  
              Editing or deleting a Permissions Query Template
            2.  
              Copying a Permissions Query Template
            3.  
              About sharing a Permissions Query Template
          8.  
            Using Permissions Search report output to remediate permissions
          9. Entitlement Review
            1.  
              Create or edit Entitlement Review report
          10. User/Group Permissions
            1.  
              Create or edit User/Group Permissions
          11. Group Change Impact Analysis
            1.  
              Create or edit Group Change Impact Analysis report
        3. Ownership Reports
          1. Data Custodian Summary
            1.  
              Create or edit Data Custodian Summary report
          2. Inferred Owner
            1.  
              Create or edit Inferred Owner report
          3. Data Inventory Report
            1.  
              Create or edit Data Inventory report
      5.  
        Create/Edit security report options
      6. About Data Insight storage reports
        1. Activity Summary reports
          1.  
            Create or edit Activity Summary for Paths report
          2.  
            Create or edit Activity Summary for User/Groups report
        2. Capacity reports
          1. Filer Utilization
            1.  
              Create or edit Filer Utilization report
          2. Filer Growth Trend
            1.  
              Create or edit Filer Growth Trend report
        3. Data Lifecycle reports
          1. Inactive Data by File Group
            1.  
              Create or edit Inactive Data by File Group report
          2. Inactive Data by Owner
            1.  
              Create or edit Inactive Data by Owner report
          3. Data Aging
            1.  
              Create or edit Data Aging report
          4. Inactive Folders
            1.  
              Create or edit Inactive Folders report
        4. Consumption Reports
          1. Potential Duplicate Files
            1.  
              Create/Edit Potential Duplicate Files report
          2. Consumption by Folders
            1.  
              Create or edit Consumption by Folders report
          3. Consumption by Department
            1.  
              Create or edit Consumption by Department
          4. Consumption by File Group
            1.  
              Create/Edit Consumption by File Group
          5. Consumption by Owner
            1.  
              Create/Edit Consumption by Owner
          6. Consumption by File Group and Owner
            1.  
              Create/Edit Consumption by File Group and Owner
      7.  
        Create/Edit storage report options
      8. About Data Insight custom reports
        1.  
          About DQL query templates
        2.  
          Creating custom templates for DQL queries
        3.  
          Create/Edit DQL report options
        4. Creating DQL reports with custom variables
          1.  
            Running a DQL report with custom variables
      9.  
        Considerations for importing paths using a CSV file
    2. Managing reports
      1.  
        About managing Data Insight reports
      2. Viewing reports
        1.  
          About stale information in reports
      3.  
        Filtering a report
      4.  
        Editing a report
      5.  
        About sharing reports
      6.  
        Copying a report
      7.  
        Running a report
      8.  
        Viewing the progress of a report
      9.  
        Customizing a report output
      10.  
        Configuring a report to generate a truncated output
      11.  
        Sending a report by email
      12.  
        How does number of records field work differently from the truncate output records field?
      13.  
        Automatically archiving reports
      14.  
        Canceling a report run
      15.  
        Deleting a report
      16.  
        Considerations for viewing reports
      17.  
        Organizing reports using labels
  4. Section IV. Remediation
    1. Configuring remediation workflows
      1.  
        About remediation workflows
      2.  
        Prerequisites for configuring remediation workflows
      3.  
        Configuring Self-Service Portal settings
      4.  
        About workflow templates
      5. Managing workflow templates
        1.  
          Create/Edit Entitlement Review workflow template
        2.  
          Create/Edit DLP Incident Remediation workflow template
        3.  
          Create/Edit Ownership Confirmation workflow template
        4.  
          Create/Edit Records Classification workflow template
      6. Creating a workflow using a template
        1. Create Entitlement Review workflow options
          1.  
            Customizing Entitlement Review report output
        2.  
          Create DLP Incident Remediation workflow options
        3.  
          Create Ownership Confirmation workflow options
        4.  
          Create Records Classification workflow options
      7. Managing workflows
        1.  
          Viewing details of submitted workflows
        2.  
          Extending the deadline of a workflow
        3.  
          Copying a workflow
        4.  
          Managing submitted workflows
        5.  
          Canceling or deleting a workflow
      8.  
        Auditing workflow paths
      9.  
        Monitoring the progress of a workflow
      10.  
        Remediating workflow paths
    2. Using the Self-Service Portal
      1. About the Self-Service Portal
        1.  
          About Entitlement Review
      2.  
        Logging in to the Self-Service Portal
      3.  
        Using the Self-Service Portal to review user entitlements
      4.  
        Using the Self-Service Portal to manage Data Loss Prevention (DLP) incidents
      5.  
        Using the Self-Service Portal to confirm ownership of resources
      6.  
        Using the Self-Service Portal to classify sensitive data
    3. Managing data
      1. About managing data using Enterprise Vault and custom scripts
        1.  
          About Retention categories
        2.  
          About post-processing actions
      2.  
        Managing data from the Shares list view
      3.  
        Managing inactive data from the Folder Activity tab
      4.  
        Managing inactive data by using a report
      5.  
        Archiving workflow paths using Enterprise Vault
      6.  
        Using custom scripts to manage data
      7.  
        Pushing classification tags while archiving files into Enterprise Vault
      8.  
        About adding tags to devices, files, folders, and shares
    4. Managing permissions
      1.  
        About permission visibility
      2.  
        About recommending permission changes
      3. About recommending permissions changes for inactive users
        1.  
          Reviewing permission recommendations
        2.  
          Analyzing permission recommendations and applying changes
      4.  
        Making permission changes directly from Workspace
      5.  
        Removing permissions for Entitlement Review workflow paths
  5. Appendix A. Command Line Reference
    1.  
      mxcustodian
  6.  
    Index

A

access pattern map, Viewing audit logs for files and folders
accessibility
Management Console, About the Veritas Data Insight Management Console
tabs, Tabs
tools, Header
Archiving
using Enterprise Vault, About managing data using Enterprise Vault and custom scripts
workflow data, Archiving workflow paths using Enterprise Vault
archiving
by using reports, Managing inactive data by using a report
inactive subfolders, Managing inactive data from the Folder Activity tab
post-processing actions, About post-processing actions
retention categories, About Retention categories
audit logs
overview, About audit logs

C

considerations
importing path, Considerations for importing paths using a CSV file
uploading CSV file, Considerations for importing paths using a CSV file

D

data custodian
overview, About data custodian

F

folders
assigning active user as custodian, Assigning an active user as custodian
assigning custodian, Assigning an inferred data owner as custodian

M

Management Console
logging in, Logging in to the Data Insight Management Console
logging out, Logging out of the Data Insight Management Console
operation icons, Operation icons on the Management Console

O

overview
access information for users and groups, Searching for users and user groups
managing data custodian, Managing data custodian for paths
migrated domains, About migrated domains
viewing access information for folders, Searching the storage device hierarchy, About viewing file or folder summary

P

permissions
assigning custodian, Assigning a custodian from the Permissions tab
overview, About permissions

R

Remediating
workflow paths, Remediating workflow paths
Removing permissions
Entitlement Review workflow paths, Removing permissions for Entitlement Review workflow paths
report
truncate, Configuring a report to generate a truncated output
reports
cancelling generation, Canceling a report run
considerations, Considerations for viewing reports
copying, Copying a report
creating, Creating a report
consumption by department dialog options, Create or edit Consumption by Department
consumption by file groups dialog options, Create/Edit Consumption by File Group
consumption by folders dialog options, Create or edit Consumption by Folders report
data aging report options, Create or edit Data Aging report
data custodian summary report options, Create or edit Data Custodian Summary report
data inventory report dialog options, Create or edit Data Inventory report
DQL report dialog options, Create/Edit DQL report options
duplicate files dialog options, Create/Edit Potential Duplicate Files report
filer utilization report, Create or edit Filer Utilization report, Create or edit Filer Growth Trend report
inactive data by file group options, Create or edit Inactive Data by File Group report
inactive data by owner report options, Create or edit Inactive Data by Owner report
inactive folders report options, Create or edit Inactive Folders report
inferred Owner report options, Create or edit Inferred Owner report
paths summary options, Create or edit Activity Summary for Paths report
permission search, Create Permissions Search report
(see also permissions query template)
security report dialog options, Create/Edit security report options
storage report dialog options, Create/Edit storage report options
user or group summary options, Create or edit Activity Summary for User/Groups report
customizing column names, Customizing a report output
deleting, Deleting a report
editing, Editing a report
filtering, Filtering a report
generating, Running a report
managing, About managing Data Insight reports
overview, About Data Insight reports
send by email, Sending a report by email
storage, Capacity reports
type
custom, About Data Insight custom reports
ransomware, About Data Insight custom reports
security, About Data Insight security reports
storage, About Data Insight storage reports
viewing, Viewing reports

S

saving
CSV file, About Data Insight reports
HTML file, About Data Insight reports
PDF file, About Data Insight reports
security
Activity Details, Activity Details report
Activity Summary, Activity Summary reports
ownership reports, Ownership Reports
Permissions, Permissions reports
sharepoint permissions
overview, About SharePoint permissions

T

tags
archiving, Pushing classification tags while archiving files into Enterprise Vault

V

Veritas Data Insight
overview, About Veritas Data Insight
viewing
attributes of a group, Viewing the overview of a group
attributes of a user, Viewing the overview of a user
attributes of file or folder, Viewing the overview of a data source
attributes of filer or Web application, Viewing the overview of a filer or Web application
folder activity log, Viewing audit logs for files and folders
report execution log, Running a report
reports, Viewing reports
user access details, Viewing audit logs for users
user activity on folders, Viewing folder activity by users
viewing folder activity
by time, Viewing file and folder activity
for inactive subfolders, Viewing file and folder activity
for subfolders and files, Viewing file and folder activity
viewing permissions
effective permissions, Viewing CIFS permissions on folders
File System Access Control List, Viewing CIFS permissions on folders
for groups, Viewing CIFS permissions for user groups
for users, Viewing CIFS permissions for users
share-level permissions, Viewing CIFS permissions on folders
viewing user activity
active users, Viewing user activity on files or folders
inactive users, Viewing user activity on files or folders
overview, Viewing user activity on files or folders