Compliance Guardian 3

Transcription

1 Cmpliance Guardian 3 User Guide Service Pack 3 Cumulative Update 2 Issued May 2015

2 Table f Cntents What's New in this Guide... 4 Abut Cmpliance Guardian... 5 Cmplementary Prducts... 6 Submitting Dcumentatin Feedback t AvePint... 7 Cmpliance Reprts... 8 Navigatin Bar... 8 Getting Started... 8 Cmpliance Reprt Hme Page Scan Results Overview Risk Reprt Overview Vilatin Reprt Overview Other Reprts Overview Types f Cmpliance Reprts Scan Result Risk Reprt Data Table Reprt File Errrs Reprt File Type Reprt PDF Exceptin Reprt Vilatin Reprt Link Validatin Reprt Page Title Reprt Exprt Requests Human Auditr Changing File's Initial Status Auditing Histry Exprt All Reprts t HTML Cnfiguring Exprt Reprt Settings Using Prfile Manager fr Exprting Reprt t HTML

3 Viewing the Exprted HTML Reprt Classificatin Reprt Launching Classificatin Reprt Actin Reprt Selecting Scpe t Generate Actin Reprt Viewing Actin Reprts Cnfiguring Settings fr Actin Reprt Incident Manager Managing Quarantined Files Managing Encrypted Files Managing Redacted Files Scial Reprt Selecting Scpe t Generate Scial Reprt Viewing Scial Reprts Cnfiguring Settings fr Scial Reprt Exprt Requests Ntices and Cpyright Infrmatin

4 What's New in this Guide Minr edits and cver page update fr current release. 4

5 Abut Cmpliance Guardian Cmpliance Guardian is designed t ensure that infrmatin is available and accessible t the peple wh shuld have it and prtected frm the peple wh shuld nt. Cmpliance Guardian helps Chief Privacy Officers, Chief Infrmatin Security Officers, Cmpliance Managers, Recrds Managers, SharePint Administratrs, and Cmpany Executives practively prtect their IT envirnments frm harmful infrmatin leaks, cntaminatin, r misuse while simultaneusly ensuring that all activities and cntent residing in their envirnments are cmpliant, accessible, and manageable. Cmpliance Guardian is designed t empwer rganizatins t cmply with regulatry, statutry, r rganizatin specific requirements t manage and versee access t sensitive data. Cmpliance Guardian wrks with AvePint's extended Cmpliance Slutins t prvide a "heat map" that prvides additinal actinable cntext abut the dcument including: hw ld is the dcument, wh authred it, hw many times has it been accessed, wh can access it, wh has accessed it, and what have they dne with it. In this way, rganizatins can take specific steps t prtect and mitigate their risk. By identifying, classifying, and taking actin n cmpliance risks, and presenting this infrmatin in easily digestible frmats fr varius stakehlders, rganizatins can mre effectively build and maintain a cmpliant framewrk. 5

6 Cmplementary Prducts Many prducts and prduct suites n the Cmpliance Guardian platfrm wrk in cnjunctin with ne anther. The DcAve Auditr Reprts are recmmended fr use with Cmpliance Guardian. Auditr Reprts are available in DcAve 6 Reprt Center under Cmpliance Reprts. 6

7 Submitting Dcumentatin Feedback t AvePint AvePint encurages custmers t prvide feedback regarding ur prduct dcumentatin. Yu can Submit Yur Feedback n ur website. 7

8 Cmpliance Reprts T access the cmpliance reprts, lgin t Cmpliance Guardian and select Cmpliance Reprt in the Cmpliance Manager sectin r n the navigatin bar. Yu will be redirected t the Cmpliance Reprt page. Fr users wh nly have permissins t view the crrespnding cmpliance reprts, they will be redirected t the Cmpliance Reprt page directly after lgging in. Navigatin Bar If yu select Reprt n the tp-left crner f Cmpliance Reprt page, the navigatin bar appears. This bar allws yu t navigate t yur desired reprt page by selecting the crrespnding tab. Figure 1: Navigatin bar. Getting Started T get started in Cmpliance Reprts, cmplete the fllwing steps: 1. Select Scan Plicy Filter at the tp-right crner f the page. A drp-dwn list appears. 2. Chse a scan plicy frm the drp-dwn list, select the plans cntaining the scan results yu want t view, and then select OK under the drp-dwn list. The scan results f the latest jb cycles will be displayed in the Cmpliance Reprt mdule. 8

9 3. If yu want t save yur selectin, after yu select the desired plans, select Save As Default befre selecting OK under the drp-dwn list. The next time yu lgin t Cmpliance Reprt, the scan results f the desired plans will be displayed. Yu can change yur selectins, but after yu select Default View, the scan results f the desired plans will als be displayed. *Nte: After the Scan Plicy Filter has been cnfigured, Cmpliance Guardian will use the same cnfigured scan plicy filter when displaying the search results in the interfaces f different cmpliance reprts. *Nte: Only the users in the defined Reprt Grup have permissins t view the cmpliance reprts f the crrespnding jbs. 9

10 Cmpliance Reprt Hme Page The Cmpliance Reprt hme page prvides the users with an verall view f the scan results in fur areas: Scan Results Overview Risk Reprt Overview Vilatin Reprt Overview Other Reprts Overview Figure 2: Cmpliance Reprt page. Scan Results Overview The Scan Results verview area displays the histgram f the passed and failed files analyzed by the scan engine. Passed Files The files that meet the defined scan plicy. Select View All t g t the Passed Files tab in the Scan Result page t view mre detailed infrmatin abut the passed files. 10

11 Failed Files The files that d nt meet the defined scan plicy. Select View All t g t the Failed Files tab in the Scan Result page t view mre detailed infrmatin abut the failed files. If yu want t view the trend reprt f the scan results, select the Trend Reprt link and review it in the pp-up windw. The passed and failed files f the selected scan plicy will be displayed in a histgram. Yu can select a date range frm This Mnth, Last Mnth, Last 3 Mnths, Last 6 Mnths, and Last 12 Mnths t view the files. If yu want t exprt a PNG screensht f the displayed trend chart, select Exprt t Screensht at the tp-right crner. The ttal number f passed, failed, unavailable, and exceptinal PDF files is the number f the files that need t be scanned in the selected scpe. Risk Reprt Overview The Risk Reprt verview feature allws users t define risk levels fr each check. Thse risk levels are used t represent the severity f the files that d nt bey the selected check. A check is an XML file that defines the lgic that Cmpliance Guardian uses t check files. Checks identify the purpse fr the check (the type f check t run, such as a pattern f characters), the cnditin fr the check (such as a scial security number pattern), and the pssible result f the check (true r false). Users can change the values in the checks t determine the check cnditins, but the elements specific frmat defined by Cmpliance Guardian must stay the same. A test suite is a cllectin f checks. Fr each test suite, the risk f ne file is calculated by the selected risk frmula. The risk frmula is a frmula used fr calculating a check s risk level. It prvides the user with a methd t increase risk at a level prprtinal t the risk type, while at the same time prviding a methd t grw risk at a specified factr, allwing fr a real lk at risk by ccurrence. Raw risk f ne file = (the first check s raw risk level calculated by the raw risk Frmula in the test suite) + (the secnd check s raw risk level calculated by the raw risk frmula in the test suite) + + (the last check s raw risk level calculated by the raw risk frmula in the test suite) Stepped risk f ne file = (the first check s stepped risk level calculated by the stepped risk frmula in the test suite) + (the secnd check s stepped risk level calculated by the stepped risk frmula in the test suite) + + (the last check s stepped risk level calculated by the stepped risk frmula in the test suite) Weighted risk f ne file = (the first check s weighted risk level calculated by the weighted risk frmula in the test suite) + (the secnd check s weighted risk level calculated by the weighted risk frmula in the test suite) + + (the last check s weighted risk level calculated by the weighted risk frmula in the test suite) All the files analyzed by the scan engine will be gruped int the fllwing three types accrding t their risk levels: High Pririty Medium Pririty 11

12 Lw Pririty *Nte: Fr mre infrmatin n high, medium, and lw pririty files, refer t the Risk Reprt sectin. The Risk Reprt displays all three types f files. Select View All t g t the Risk Reprt page t view mre detailed infrmatin abut the gruped files. Vilatin Reprt Overview The Vilatin Reprt verview area displays the vilatin files f each check and the percentage f thse vilatin files. When there are mre than 10 checks used, the scan results f the tp 9 checks will be displayed in different clrs. Starting with the tenth check, all the results are displayed as Others in the pie chart. The Vilatin Type, Number f Vilatins, Number f Files, and Vilatin Percentage f thse 10 areas will be displayed n the right pane. If yu hver ver a sectr in the pie chart, yu can als view the Vilatin Type, Number f Vilatins, Number f Files, and Vilatin Percentage f the selected check. If yu select the sectr in the pie chart, yu can view all the vilatin files and their lcatins in the pp-up windw. T exprt the detailed infrmatin t a CSV file fr further use, select the Exprt t Datasheet link n the tp-right crner f the pp-up windw, and then enter a request name in the Exprt t windw. Then select OK t exprt the file. T view the trend reprt f the vilatin files, select the Trend Reprt link and review it in the pp-up windw. All the test suites f all the scan plicies that have been invlved in the scan jbs will be laded and displayed in the Test Suite Filter drp-dwn menu. Select the checks cntaining the vilatin files yu want t view frm the Test Suite Filter drp-dwn menu, and then select OK t cnfirm the selectin. The vilatin files f the selected checks will be displayed in the Vilatin Trend Reprt windw. T view the vilatin files f the selected checks in a specified time range, chse frm This Mnth, Last Mnth, Last 3 Mnths, Last 6 Mnths, r Last 12 Mnths. By selecting Exprt t Screensht at the tp-right crner, yu can exprt a PNG screensht f the displayed trend chart. T view mre detailed infrmatin abut the gruped files, select View All t g t the Vilatin Reprt page. Other Reprts Overview The Other Reprts verview area displays the ther reprts t view specific types f scanned results: 12 Data Table Reprt If the files analyzed by the scan engine cntain ne r several tables, the crrespnding files will be displayed in the Data Table Reprt. Thse files must be reviewed manually t cnfirm whether the data is accessible and cmpliant. File Errrs Reprt If the files selected failed t be dwnladed, r Cmpliance Guardian des nt have permissins t access the specified files, r the files themselves are crrupted, thse specified files will be cnsidered unavailable and will be recrded in the File Errrs Reprt.

13 If the dwnladed files cannt be analyzed by the scan engine (due t an invalid file type, fr example), they will als be recrded in the File Errrs Reprt. *Nte: The ttal number f passed, failed, unavailable, and exceptinal PDF files is the number f the files that need t be scanned in the selected scpe. File Type Reprt Grups the files analyzed by the scan engine accrding t their file type and display the scan results accrding t the gruped file types. PDF Exceptin Reprt Fr the PDF files (generated using the Adbe Acrbat sftware), if the scan engine finds ut that thse PDF files include unstructured textual cntent during the analyzing prcess, the crrespnding PDF files will be recrded in the PDF Exceptin Reprt. *Nte: Unstructured textual cntent is cntent that cannt be recgnized by the scan engine. Fr example, if smene created a PDF frm an image file instead f a MS Wrd file, the scan engine may nt be able t scan and recgnize any f the text in the PDF file. Therefre, that PDF file wuld shw up in the PDF Exceptin Reprt. Link Validatin Reprt Grups the files that cntain links and bkmarks that have been tested. The reprt is used t view the validity f the file s links r bkmarks. Page Title Reprt The reprt is used t check the uniqueness f the webpage title (check the <title> nde in the surce cde f the file). Only the titles f the files that are scanned by Cmpliance Guardian Website Scanner will be tested. The files that d nt have unique titles will be displayed in this reprt. Types f Cmpliance Reprts Frm the navigatin bar, yu can access each f the fllwing cmpliance reprt types. Refer t the fllwing sectins fr details abut each f these reprts. Scan Result Risk Reprt Data Table Reprt File Errrs Reprt File Type Reprt PDF Exceptin Reprt Vilatin Reprt Link Validatin Reprt Page Title Reprt 13

14 The fllwing actins can be perfrmed at the lwer right-hand crner f any reprt page: Scan Result T change the number f the reprt result items displayed per page, select the desired number frm 5, 8, 10, 15, 20, 25, 50, r 100 in the Shw rws drp-dwn menu. T g t the specified page, enter the page number in the G t f text bx and press Enter n yur keybard. T g t the next page, select the > buttn; t return t the previus page, select the < buttn. T view details n all the files that have been analyzed by the scan engine, select Scan Result n the navigatin bar t pen the Scan Result page and review the Passed Files Tab and Failed Files Tab. Figure 3: Scan Result reprt page. T view a trend reprt in Cmpliance Reprt Hme Page sectin, select the Trend Reprt link at the tp f this page. T exprt the scan results, select the Exprt t Datasheet link n the tp-right crner f this page, and then enter a request name in the Exprt t windw. Then select OK. The request will start t run. Yu can g t the Exprt Requests interface t view the running prcess f the request. When the exprt is 14

15 cmplete, yu can select ne request and dwnlad the cmpressed reprt files t a specified lcatin. Yu can exprt the reprt t a CSV file t view all the items. Passed Files Tab When a scanned file beys all the checks in the selected test suite (meaning there is n failed items fr this file), its status will be cnsidered as passed, and the file is a passed file. The Passed Files tab f the Scan Result page displays the fllwing infrmatin: File Lcatin The full URL f the passed file. Selecting the URL in this clumn will redirect yu t the file. Test Suite The name f the test suite used fr scanning this file. After selecting the filter buttn ( ) in this clumn, selecting the desired test suites in the drp-dwn menu, and selecting OK, nly the passed files f the selected test suites will be displayed in the table. If yu select All and select OK, the passed files f all the test suites will be displayed in the table. If yu select Nne, the selectin status f the test suites will be cleared. Select Cancel if yu want t cancel the selectin. Details Select the detail reprt buttn ( ) in the Details clumn t view the detailed infrmatin in the View Detailed Reprt windw. Here yu can view the fllwing infrmatin: File Lcatin The full URL f the selected file. Selecting the URL in this area will direct yu t the file. Test Suite The name f the test suite used fr scanning this file. Scan Time The time when this file was scanned. Status The status f this file regarding the whle test suite. In this case, because the scanned file beys all the checks in the specified check cllectin, which means there is n failed items fr this file. The file is therefre a passed file and the status will indicate Passed. Regulatin The name f a selected regulatin (check) included in the crrespnding test suite. Selecting the regulatin will redirect yu t the webpage f the check plicy URL. Descriptin The descriptin f this selected regulatin (check). Status The status f this file regarding this specified regulatin (check). Passed The file beys the selected regulatin (check). Failed The file disbeys the selected regulatin (check). 15

16 User Review Required The file needs the user t review it t decide its final status. Nt Applicable The file des nt cntain the elements defined in the selected regulatin (check). Nt Tested The specified regulatin (check) is nt checked fr the file. When a regulatin (check) is included in the test suite f the scan plicy used fr scanning this file, but the specified regulatin (check) is nt enabled in the crrespnding test suite, this status will be displayed. Change Status Select the change status ( ) buttn in the Change Status clumn t change a file s initial scan status. Cnfigure the fllwing settings after yu select the change status ( ) buttn in the Change Status windw. Select a status in the Change status t drp-dwn list. Add an ptinal cmment fr this change. If yu select the Ignre this file until the file r plicies change checkbx, the file will nt be scanned until the actin plicy r scan plicy is changed, r until the file is changed. Select OK t save the changes r select Cancel t exit the Change Status windw. The changes made here are tracked in the Human Auditr feature. Fr mre infrmatin, refer t Auditing Histry. Yu can search the files displayed by designating the keywrd r file URL. The keywrd must be cntained in a clumn value. At the tp f the Passed Files viewing pane, enter the keywrd fr the files yu want t display. Failed Files Tab When a scanned file fails ne r several checks in the selected test suite, its status will be cnsidered as failed. The file will then be marked as a failed file. The Failed Files tab f the Scan Result page displays the fllwing infrmatin: File Lcatin The full URL f the failed file. Selecting the URL in this clumn will redirect yu t the file. Test Suite The name f the test suite used fr scanning this file. After selecting the filter buttn ( ) in this clumn, selecting the desired test suites in the drp-dwn menu and selecting OK, nly the failed files f the selected test suites will be displayed in the table. If yu select All and select OK, the failed files f all the test suites will be displayed in the table. 16

17 If yu select Nne, the selectin status f the test suites will be cleared. Select Cancel if yu want t cancel the selectin. Details Select the detail reprt buttn ( ) in the Details clumn t view the detailed infrmatin in the View Detailed Reprt windw. Here yu can view the fllwing infrmatin: File Lcatin The full URL f the selected file. Selecting the URL in this area will redirect yu t the specified file. Test Suite The name f the test suite used fr scanning this file. Scan Time The time when this file is scanned. Status The status f this file regarding the whle test suite. In this case, because the scanned file disbeyed ne r several checks in the specified test suite, its status will be cnsidered as failed. The file is therefre a Failed file and the status will indicate Failed. Regulatin The name f a selected regulatin (check) included in the crrespnding test suite. Selecting the regulatin will be redirected yu t the webpage f the check plicy URL. Descriptin The descriptin f this selected regulatin (check). Status The status f this file regarding this specified regulatin (check). Passed The file beys the selected regulatin (check). Failed The file disbeys the selected regulatin (check). User Review Required The file needs the user t review it t decide its final status. Nt Applicable The file des nt cntain the elements defined in the specified regulatin (check). Nt Tested The specified regulatin (check) is nt checked fr the selected file. When a regulatin (check) is included in the test suite f the scan plicy used fr scanning this file, but the specified regulatin (check) is nt enabled in the crrespnding test suite, this status will be displayed. Change Status Select the change status ( ) buttn in the Change Status clumn t change a file s initial scan status. Cnfigure the fllwing settings after yu select the change status ( ) buttn in the Change Status windw. Select a status in the Change status t drp-dwn list. Add an ptinal cmment fr this change. If yu select the Ignre this file until the file r plicies change checkbx, the file will nt be scanned until the actin plicy r scan plicy is changed, r until the file is changed. 17

18 Select OK t save the changes r select Cancel t exit the Change Status windw. The changes made here are tracked in in Human Auditr feature. Fr mre infrmatin, refer t Auditing Histry. Errr Highlight Reprt Select the errr highlight reprt buttn ( ) in the Details clumn t view the surce f the selected file in the Errr Highlight Reprt windw. The cntents that are nt cmpliant will be highlighted in yellw s the users can lcate thse parts quickly and fix any cmpliance issues. In the pp-up windw, yu can als view the fllwing infrmatin: File Lcatin The full URL f the file. Selecting the URL in this area will redirect yu t the specified file. Test Suite The name f the test suite used fr scanning this file. Scan Time The time when this file is scanned. Status The status f this file regarding the whle test suite. In this case, because the scanned file disbeyed ne r several checks in the test suite, its status will be cnsidered as failed. The file is therefre a failed file and the status will indicate Failed. If a file has been mdified r deleted after it was scanned, after yu view its Errr Highlight Reprt, a message will appear in the reprt t warn yu that the result f this reprt is nt crrect. Yu can search the files displayed by designating the keywrd. The keywrd must be cntained in a clumn value. At the tp f the Failed Files viewing pane, enter the keywrd fr the files yu want t display. 18

19 Risk Reprt T view the risk levels f each failed file, select Risk Reprt n the navigatin bar t pen the Risk Reprt page. Figure 4: Risk Reprt page. T define the number f the high, medium, and lw pririty files, enter the desired number in the crrespnding High Pririty and Medium Pririty text bxes abve the table. The rest f the files will be designated as Lw Pririty files. The files in the dwnladed reprt will be gruped accrding t the entered numbers. Files with higher risk levels require mre attentin and usually need t be dealt with immediately. Files with lwer risk levels are relatively less threatening t the cmmunity. The three different kinds f risk pririty files are marked with different clrs. The fllwing infrmatin is displayed n this page: File Lcatin The full URL f the specified file. If yu select the URL in this clumn, yu will be redirected t the file. Test Suite The test suite which is used by the crrespnding file. Raw The risk levels calculated by the Raw type Risk Frmula are displayed in this clumn. If yu have nt selected any plans when yu enter this Risk Reprt page, the 19

20 clumn name is Raw. When yu have selected the plans, the clumn name will be the name f the Raw type Risk Frmula that is specified in the crrespnding test suite. Stepped The risk levels calculated by the Stepped type Risk Frmula are displayed in this clumn. If yu have nt selected any plans when yu enter this Risk Reprt page, the clumn name is Stepped. When yu have selected the plans, the clumn name will be the name f the Stepped type Risk Frmula that is specified in the crrespnding test suite. Weighted The risk levels calculated by the Weighted type Risk Frmula are displayed in this clumn. If yu have nt selected any plans when yu enter this Risk Reprt page, the clumn name is Weighted. When yu have selected the plans, the clumn name will be the name f the Weighted type Risk Frmula that is specified in the crrespnding test suite. T exprt the risk reprt results, select the Exprt t Datasheet link n the tp-right crner f this page and then enter a request name in the Exprt T windw. Then select OK, and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. If the reprt cntains results f Cmpliance Guardian Scanner fr SharePint, befre selecting OK in the Exprt T windw, yu can als cnfigure tw advanced settings. Refer t DcAve Auditr Analysis Reprt and Security Infrmatin Reprts fr details n these advanced settings. Figure 5: Exprt T windw. DcAve Auditr Analysis Reprt In the Exprt T windw, select the DcAve Auditr Analysis Reprt checkbx t dwnlad the auditing infrmatin frm the cnfigured Auditr database in a separate Auditr Analysis Reprt. The fllwing infrmatin is included in the Auditr Analysis Reprt: 20

21 Full Path The full URL f the list where this file resides. Cntent Age (Day) The time (cunted by days) that the selected file exists in SharePint after it has been created. Last Access Time The time when the file is last accessed. Access Cunt The times that this file has been accessed fr. Created At The time when the file was created. Created By The user that created this file. Last Mdified Time The time when the file was last mdified. Last Mdified By The user that mdified this file fr the last time. Time f Unique User Displays the number f the users that have accessed this file. Select a date range frm This Mnth, Last Mnth, Last 3 Mnths, Last 6 Mnths, and Last 12 Mnths t specify the time perid f the auditing data that yu want t exprt. The user can use the auditing infrmatin t find ut why the file is cnsidered risky. The user can als adjust the file s risk level accrding t the auditing infrmatin. Fr example, if the user finds ut that ne file with a high risk level has nt been accessed fr five years, the file may n lnger be risky becauseit is nt being accessed by users. *Nte: The DcAve Auditr Analysis Reprt field will be greyed ut if the Cnnect t DcAve Auditr Database settings are nt cnfigured in Cntrl Panel > Reprt Cnfiguratin. Security Infrmatin Reprts In the Exprt T windw, select the Security Infrmatin Reprts checkbx t dwnlad the fllwing three separate reprts: Item Level Security Infrmatin Reprt Displays the detailed security infrmatin fr each failed file. Fr mre detailed infrmatin abut the related Security Scpe, refer t the Detailed Security Settings Reprt bullet belw. File Lcatin The full URL f the file. Versins Cunt The number f the file s versins. Size (Byte) The size f the file. Security Level Displays the level f the SharePint bject where the permissin f the selected file is inherited frm. File If File is displayed in this clumn, it means that the file has its wn permissin and des nt inherit the permissin f any higher level nde. List If List is displayed in this clumn, it means that the file s permissin is inherited frm its parent list, and the list has its wn permissin and des nt inherit the permissin f any higher level nde. 21

22 Site If Site is displayed in this clumn, it means that the file s permissin is inherited frm its parent list, and the specified list inherits the permissin f its parent site, but the crrespnding site has its wn permissin and des nt inherit the permissin f the site cllectin level nde. Site Cllectin If Site Cllectin is displayed in this clumn, it means that the file s permissin is inherited frm its parent list, and the specified list inherits the permissin f its parent site, als the crrespnding site inherit the permissin f its parent site cllectin. Security Scpe Displays the full URL f the SharePint bject where the permissin f the selected file is inherited frm. Fr mre detailed infrmatin, refer t the descriptin f Security Level clumn abve. Age (Day) The time (cunted by days) that the file exists in SharePint after it has been created. Created By The user that created this file. Last Mdified Time The time when the file was last mdified. Last Mdified By The user that mdified this file fr the last time. Detailed Security Settings Reprt Displays the detailed security settings fr each failed file. Fr mre detailed infrmatin f the related AD Grup, refer t the AD Grup Infrmatin Reprt bullet belw. Scpe The full URL f the scpe. Scpe Type The level f the scpe. Each scpe has its wn permissin and des nt inherit the permissin f any higher level nde. SharePint Identity Name The display name f the crrespnding user/grup that has permissin t the selected scpe. User/Grup (Lgin Name) The lgin name f the user/grup described in the SharePint Identity Name clumn. Identity Type Displays the type f the item described in the SharePint Identity Name clumn. The type is AD Grup/SharePint User/SharePint Grup. Permissin Levels Displays the permissin levels f the specified user/grup described in the SharePint Identity Name clumn. Detailed Permissins f the Permissin Levels Displays the detailed permissins f the permissin level(s) displayed in the Permissin Levels clumn. AD Grup Infrmatin Reprt Displays the detailed infrmatin abut the users inside each grup. AD Grup Name The name f the AD grup. 22

23 User Lgin Name The user r grup s lgin name that is cnfigured in the specified dmain. User Display Name The user r grup s display name that is cnfigured in the specified dmain. Type Indicate the type f the value in the User Lgin Name clumn. Its value can be User r Grup. Address The user s address that is cnfigured in the specified dmain. Exprting Risk Frmulas Select Exprt Risk Frmulas n the tp f the Risk Reprt interface t exprt an XLSM file which is used as a risk calculatr displaying and charting the risk results graphically. The risk calculatr prvides an pen language allwing enterprises t define rganizatin-specific risk mdels with mre risk factrs accrding t risk and cmpliance requirements, and then determine strengths, weaknesses, and when t take immediate actin. Figure 6: The exprted XLSM file. The risk frmulas are: Raw: R1*n Stepped: R1+R2(n-1) Weighted: R1+R2*R3(n-1) Yu can change the risk frmulas accrding t yur requirements. The risk scres will be calculated accrding t the defined risk frmulas. By default, 10 instances are displayed. Users can add mre instances t view trends. 23

24 Data Table Reprt Select Data Table Reprt n the navigatin bar. Yu will be redirected t the Data Table Reprt page. Yu can als directly select Data Table Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. The Data Table Reprt page prvides a view f all the files that cntain tables. Thse files must be manually reviewed t check whether they are cmpliant. Figure 7: Data Table Reprt page. The File Lcatin table n this page displays full URLs f the files. Selecting a URL in this clumn will redirect yu t the specified file. After selecting next t the file s URL, the detailed lcatins f the tables will be displayed in the expanded Details area. The frmat is: Line 100, Clumn 100. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, and then select OK. The detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. 24

25 File Errrs Reprt Select File Errrs Reprt n the navigatin bar. Yu will be redirected t the File Errrs Reprt page. Yu can als directly select File Errrs Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. Yu can view all the files that cannt be retrieved and dwnladed n the File Errrs Reprt page. Figure 8: File Errrs Reprt page. The fllwing infrmatin is displayed n this page: Errr Type Displays the type f errr. When yu select the displayed errr, a pp-up windw appears and it displays the fllwing infrmatin: File Lcatin The full URL f the file. Selecting the URL in this clumn will redirect yu t the selected file. Detail The detailed errr infrmatin f this type f errr. Number f Errrs The number f times the errr ccurs. Percentage f Errrs The percentage f this errr cmpared t all the errrs fund in the selected file. If yu add the value in this clumn fr each kind f errr, yu will get 100%. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt t windw, then select OK and the detailed infrmatin displayed n this page will be exprted 25

26 t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. File Type Reprt Select File Type Reprt n the navigatin bar. Yu will be redirected t the File Type Reprt page. Yu can als directly select File Type Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. Yu can view all the scanned files types n the File Type Reprt page. Figure 9: File Type Reprt page. The fllwing infrmatin is displayed n this page: File Type One type f all the scanned files. Number f Files The number f the scanned files that are f the selected file type. Percentage f Files The percentage f the selected type f files cmpared t all the scanned files. If yu add the value in this clumn fr each file type, yu will get 100%. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt t windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is 26

27 based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. PDF Exceptin Reprt Select PDF Exceptin Reprt n the navigatin bar. Yu will be redirected t the PDF Exceptin Reprt page. Yu can als directly select PDF Exceptin Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. The PDF Exceptin Reprt page prvides a view f all the PDF files (generated using the Adbe Acrbat sftware) that cntain unstructured textual cntent. Figure 10: PDF Exceptin Reprt page. The File Lcatin table n this page displays full URLs f the files. Selecting a URL in this clumn will redirect yu t the specified file. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. 27

28 Vilatin Reprt Select Vilatin Reprt n the navigatin bar. Yu will be redirected t the Vilatin Reprt page. Yu can als directly select View All under the Vilatin Reprt field in the Cmpliance Reprt Hme Page. The Vilatin Reprt page displays all the classified vilatin files f each check. Figure 11: Vilatin Reprt page. The fllwing infrmatin is displayed n this page: Vilatin Type The name f ne check. After selecting the link in this clumn, the fllwing infrmatin will be displayed in a pp-up windw: Check Name and Descriptin At the tp-left crner f the pp-up windw, it displays the name f the check and the brief intrductin t this check. File Lcatin The full URL f the selected vilatin file f this check. Selecting the URL in this clumn will redirect yu t the file. Number f Vilatins The number f vilatins cunted fr this check. Number f Files The number f the vilatin files f the specified check. Percentage f Vilatins The percentage f the specified check s vilatin files f all the vilatin files. If yu add the value in this clumn fr each check, yu will get 100%. 28

29 T view the Trend Reprt as described in the Cmpliance Reprt Hme Page sectin, select the Trend Reprt link in the tp-left crner f this page. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. 29

30 Link Validatin Reprt Select Link Validatin Reprt n the navigatin bar. Yu will be redirected t the Link Validatin Reprt page. Yu can als directly select Link Validatin Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. The Link Validatin Reprt page prvides a view all the tested files that cntain links. Figure 12: Link Validatin Reprt page. The fllwing infrmatin is displayed n this page: File Lcatin The full URL f the file. Selecting the URL in this clumn will redirect yu t the specified file. Status The status f this file regarding this selected regulatin (check). Passed The file beys the regulatin (check). Failed The file disbeys the regulatin (check). Details Select the detail reprt buttn ( ) in the Details clumn t view details in the View Detailed Reprt windw. Here yu can view the fllwing infrmatin: Path The crrespnding file path. Selecting the URL in this area will direct yu t the specified file. 30

31 Link Details Field This field can list fur cnditins: 4XX Client Errr, 5XX Server Errr, Unknwn Errrs, and List f Redirects. 4XX Client Errr If there are sme links in the file with a 4XX status cde, they will be gruped in this field. This field als displays the link s errr type, the link lcatin in the file, and the errr descriptin. 5XX Server Errr If there are sme links in the file with a 5XX status cde, they will be gruped in this field. This field als displays the link s errr type, the link lcatin in the file, and the errr descriptin. Unknwn Errrs If there are sme links with status cdes that cannt be btained due t sme unknwn exceptins, the links will be listed in this field. The lcatin f the link and the crrespnding errr message will als display in this field. List f Redirects This field lists all the links that redirect t ther URLs. The lcatins f these links will als display in this field. *Nte: If the file des nt cntain the cnditin 4XX Client Errr, 5XX Server Errr, Unknwn Errrs, r List f Redirects, the crrespnding field will nt be displayed in the View Detailed Reprt windw. Anchrs This field displays all the anchrs that are fund in the file, as well as the invalid anchrs. *Nte: If there are n anchrs fund in the file, this field will nt be displayed in the View Detailed Reprt windw. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, and then select OK. The detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. 31

32 Page Title Reprt Select Page Title n the navigatin bar. Yu will be redirected t the Page Title Reprt page. Yu can als directly select Page Title Reprt under the Other Reprts field in the Cmpliance Reprt Hme Page. Yu can see all the files that d nt have unique titles in the Page Title Reprt page. Figure 13: Page Title Reprt page. The Nn-unique Page Title (Repetitins) table displays the repetitive titles gruped by dmain. If yu select the triangle buttn ( ) befre a title, the files with this title that are in the same dmain will be displayed. Select the file t pen it. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. The number f the reprt result items displayed in Cmpliance Guardian is based n the Maximum Number f Files setting cnfigured in Cntrl Panel > Reprt Cnfiguratin. Yu can exprt the reprt t the CSV file t view all the items. 32

33 Exprt Requests Select Exprt Requests n the navigatin bar. Yu will be redirected t the Exprt Requests page. Yu can view all yur wn dwnlading requests f the CSV reprt files n the Exprt Requests page. Figure 14: Exprt Requests page. The fllwing infrmatin is displayed n this page: Request ID The ID f the request. Request Name The name f yur reprt dwnlading request. Categry The type f the dwnladed CSV reprt. Prgress The prgress f the dwnlading prcess. Status The status f yur reprt dwnlading request. Start Time The start time f the reprt dwnlading prcess. Finish Time The finish time f the reprt dwnlading prcess. The fllwing actins can be perfrmed in the Exprt Requests page: Dwnlad Select ne request, and then select this buttn t dwnlad the cmpressed reprt files t yur specified lcatin. 33

34 Delete Select ne r several requests, and then select this buttn t delete the requests frm the requests list. Stp Select ne request, and then select this buttn t stp the reprt generating prcess. Restart Select ne request, and then select this buttn t restart the reprt generating prcess. Human Auditr Human Auditr allws yu t change the initial status f a file, while tracking and auditing these changes. Select Human Auditr n the navigatin bar. Figure 15: Human Auditr page. Select the checks in the Check drp-dwn list, and then select the check status in the Check Status drpdwn list. Select Filter, yu can filter by check r status. Yu can search the files displayed by designating the keywrd r file URL. The keywrd must be cntained in a clumn value. Abve the files viewing pane, enter keywrds t search fr the files yu want t display. 34

35 Changing File's Initial Status T change a file s initial status, cmplete the fllwing steps: 1. Select the change status ( ) buttn in the Change Status clumn t change a file s initial scan status. Yu can als select the checkbx befre a file, and then select Change Status abve the table. The Change Status windw appears. 2. Cnfigure the fllwing settings: Select a status in the Change status t drp-dwn list. Add an ptinal cmment fr this change. Select the Ignre this file until the file r plicies change checkbx. The file will nt be scanned until the actin plicy r scan plicy is changed, r until the file is changed. 3. Select OK in the Change Status windw t save the changes, r select Cancel t return t the Human Auditr interface withut saving any changes. Auditing Histry Select Auditing Histry n the upper-right crner f the Human Auditr interface t view the histry f status changes. In the Auditing Histry interface, yu can view the file s Updated Time (the time f changing the file s initial status), the User wh updated the file s status, the File Lcatin, the related Check, the Initial Status, the Updated Status, and the Cmment. Yu als have the ptin t make the Whether t Ignre this File Until the File r Plicies Change clumn display in the Auditing Histry interface. Yu can filter the files displayed by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp f the viewing pane, enter the keywrd fr the files yu want t display. Yu can select t Search all pages r Search current page. Select the Exprt t Datasheet link n the tp-right crner f this interface, enter a request name in the Exprt t windw, and then select OK. The detailed infrmatin displayed n this interface will be exprted t a CSV file fr further use. 35

36 Exprt All Reprts t HTML Select Exprt All Reprts t HTML n the navigatin bar. Yu will be redirected t the Exprt All Reprts t HTML page. Yu can exprt the reprts t an HTML file which is used t save and view. Figure 16: Exprt All Reprts t HTML. Cnfiguring Exprt Reprt Settings Cnfigure the reprt related settings under the Exprt Reprt Settings tab. Under the Lcatins and Rules tab, the files in the selected plan are displayed in the Scanned files lcatin pane. Select the files whse related reprt will be included in the exprted HTML file. The plan s related test suites are displayed in the right pane. Select the expand ( ) buttn befre a test suite t expand the test suite fr displaying all f the checks in the test suite. Select the test suites r checks. The related reprt will be exprted t an HTML file. Under the Advanced Settings tab, cnfigure the fllwing settings: Specify the file types that will be shwed in the reprt Select ne f the fllwing ptins: All types All f the file types will be included in the reprt. 36

37 Specify file types Select this radi buttn t define the specified file types. Select the file types by selecting the checkbxes befre the types. Yu can custmize the file types by entering the custmized file types in the Enter ther file extensins field. Use a semicln (;) as a separatr. Specify the users. The files that are created r mdified by these users will be displayed in the reprt Select ne f the fllwing ptins: Anyne The files that are created r mdified by anyne will be displayed in the reprt. Specify users Select this radi buttn t filter by selected users. The Filter Cnditin field appears under this radi buttn. Select Add a Filter Level Grup t add a filter level. Then select a rule: Created By r Mdified By. Select the cnditin (Cntains, Des Nt Cntain, Equals, Des Nt Equal, Matches, Des Nt Match), and then enter a value. Select the delete ( ) buttn t delete a filter level grup. *Nte: Depending n the filters yu enter, yu can change the lgical relatinships between the filter rules. There are currently tw lgical relatinships: And and Or. The lgic is set t And. T change the lgical relatinship, select the lgical relatinship link. The And lgical relatinship means that the cntent which meets all f the rules will be filtered and included in the result. The Or lgic means that the cntent which meets any ne f the rules will be filtered and included in the result. Fr example, if the lgical relatinship is ((1 And 2) Or 3) in the Basic Filter Cnditin area, the cntents that meet bth the filter rule 1 and filter rule 2, r meet the filter rule 3, will be filtered ut. Yu can view the lgical relatinship f the filter rules in the Basic Filter Cnditin area. Specify the time range in which the scanned files will be displayed in the reprt Select ne f the fllwing ptins: All time The files regardless f time range will be displayed in the reprt. Specify scan time range Select this radi buttn t define a specified time range. Select the calendar ( ) buttn, the time range calendar appears. Select the time range, and then select OK. Header Image Select Brwse t select a header image. Select Reset t clear yur selected image and return t displaying the default image. Select the adjust buttns (,, ) t adjust the cntent size f the selected image in this interface. Alt Text fr Header Enter the alt text fr the header image. 37

38 Fter Image Select Brwse t select a fter image. Select Reset t clear yur selected image and return t displaying the default image. Select the adjust buttns (,, ) t adjust the cntent size f the selected image in this interface. Alt Text fr Fter Enter the alt text fr the fter image. Using Prfile Manager fr Exprting Reprt t HTML After yu finish cnfiguring the exprt reprt settings, select Exprt. An Exprt T pp-up windw appears. Enter a prfile name, and then select OK. The Prfile Manager tab appears and the prfile displays under the Prfile Manager tab. Yu can g t the Prfile Manager tab by selecting Prfile Manager in the Exprt All Reprts t HTML interface. Under the Prfile Manager tab, all f the Exprt Reprt t HTML prfiles are displayed. Yu can custmize hw these prfiles are displayed in the fllwing ways: Yu may perfrm any f the fllwing actins n a selected prfile: View Select View t see the detailed cnfiguratin infrmatin f the selected prfile. Edit Select Edit t edit the detailed cnfiguratin infrmatin f the selected prfile. Delete Select Delete t delete the selected prfiles. Run Nw Select Run Nw t run the prfile immediately. A pp-up message appears t prmpt yu t g t the Exprt Requests interface fr details. In the Exprt Requests interface, yu can view the jb status. After the jb finishes, select Dwnlad t dwnlad the exprted reprt t the specified lcatin. 38

39 Viewing the Exprted HTML Reprt After yu dwnlad the exprted reprt ZIP file, extract the ZIP file, and then lcate the index.html file. Open the index.html file t view the reprt. Figure 17: The Exprted HTML Reprt. Under the Reprts tab: Overview This sectin cntains the Scan Results verview, Vilatin verview and File Errrs verview. The verview is displayed in the right pane. Vilatin Details Select each check rule t view the vilatin details f the files that vilated the rule. The details f the files are displayed in the right pane. In the right pane, select Quick Search after a file under the Scanned Files Statistics field, the file URL will be displayed in the left pane. Select the file in the left pane, the detailed scan reprt f the file will be displayed. Detailed Scan Reprt Select a file URL, the detailed scan reprt f the selected file will be displayed in the right pane. Under the Search tab, in the left pane, enter the keywrd, and then select Search. The crrespnding check rules r files are displayed under the Search Results field. Select the rule r file t view the crrespnding files in the right pane. 39

40 Classificatin Reprt Classificatin Reprt includes Actin Reprt, Incident Reprt and Yammer Reprt. It is used t view the reprt results f the files affected by Classificatin Scanner actins, as well as prvide peratins t the quarantined files, redacted files and encrypted files. Launching Classificatin Reprt T launch Classificatin Reprt, cmplete the fllwing steps: 1. Lg in t Cmpliance Guardian. If yu are already in the sftware, select the hme page buttn ( ). Frm the hme page, all f the prducts are displayed. 2. Select Classificatin Reprt t launch its interface. 3. Alternatively, yu can select Administratin n the tp-left crner, and select the Classificatin Reprt tab n the appeared navigatin bar t launch Classificatin Reprt. 40

41 Actin Reprt Actin Reprt is used t view the results f the files affected by Classificatin Scanner fr SharePint mde and File System mde actins. Select Actin Reprt in Classificatin Reprt t access the Actin Reprt interface. If yu first access the Actin Reprt interface, yu must cnfigure the fllwing settings: Specify a risk frmula t calculate the risk scres Select the dwn arrw ( ), a drpdwn list appears. All f the risk frmulas will be laded in the drp-dwn list. Select a risk frmula that will be used t calculate the risk scres f a file. Specify the range f risk levels Specify the risk level range. The files whse risk scres are lwer than the value yu entered t the left f Medium Pririty are cnsidered with the lw risk pririty. The files whse risk scres are greater than the value yu entered t the right f Medium Pririty are cnsidered with the high pririty. The files whse risk scres are between the tw values are cnsidered medium pririty. Select Start Actin Reprt t start the Actin Reprt. Figure 18: The interface appeared when first accessing Actin Reprt. 41

42 Selecting Scpe t Generate Actin Reprt The SharePint farm and File System cnnectins will be laded n the left pane f the Actin Reprt interface. T select scpe fr generating the actin reprt, cmplete the fllwing steps: 1. Select the SharePint farm tree, the ndes that have perfrmed the crrespnding Scheduled Classificatin jbs and run the crrespnding Real-Time Classificatin rules will be laded. The File System cnnectins that have perfrmed the crrespnding Scheduled Classificatin jbs are displayed under File System. Select the desired ndes under SharePint and File System, the crrespnding actin reprt f the files related t the selected ndes will be generated. 2. Yu can select a time range, the file in the selected time range will be displayed in the actin reprt. Select the dwn arrw ( ) under the Time Range field, and then cnfigure the range. Select OK t save the settings, r select Cancel withut saving any changes. 3. Select Shw Reprt. The actin reprt will be displayed n the right pane f the interface. Select Reset t erase any settings yu cnfigured in the left pane. 42

43 Viewing Actin Reprts The Actin Reprt cntains three sectins: Actin Overview, Classificatin File Risk Statistics and Reprts. Figure 19: Actin Reprt interface. Actin Overview The Actin Overview sectin displays the prprtin f the files taken a particular actin. If yu hver ver a sectr in the pie chart, yu can als view the file and actin infrmatin. If yu want t view the trend reprt f the actin results, select the Trend Reprt link and review it in the pp-up windw. The tp five actins that have the mst files taken are selected in the upper-left crner f the Trend Reprt interface. The files affected by the selected actins will be displayed in a histgram. Yu can change the selectin accrding t yur wn requirements. Select a date range frm This Mnth, Last Mnth, Last 3 Mnths, Last 6 Mnths, and Last 12 Mnths t view the files in the specified time range. If yu want t exprt a PNG screensht f the displayed trend chart, select Exprt t Screensht at the upper-right crner. 43

44 Classificatin File Risk Statistics The Classificatin File Risk Statistics sectin displays the number f the files in each pririty level. The files are classified accrding t their risk scres that are calculated by the selected risk frmula. Classificatin means the files whse crrespnding scan plicy des nt cntain the test suite whse NRisk attribute s value is False, the specified test suite in the scan plicy des nt calculate the file s risk scres. Reprts The Reprts sectin displays the reprt f the files that have taken a particular actin. Select the actin tab, the result reprt f the files have taken this actin will be displayed. A pie chart is displayed at the lwer-left crner f the field displaying the risk infrmatin f the files. Hver ver a sectr in the pie chart, yu can als view the file and risk level infrmatin. Select View All t view the infrmatin n all f the files affected by the particular actin. Then yu can view the File Name, Classificatin Time, Risk Level and Details. Select the details ( ) buttn, the detailed infrmatin f the crrespnding file is displayed in the View Detailed Reprt windw. File Name The name f the crrespnding file. Original Lcatin The full URL f the specified file. Selecting the URL in this area will direct yu t the file. Actin Infrmatin The infrmatin f the actins taken t the file, as well as the risk level, the status f taking actins, and the time f taking actins. Tagging Infrmatin The tag infrmatin, including the tag name, tag value, the status f adding the tag, and the psitin f the tag. Scan Plicy Infrmatin The scan plicy name applied t the file, and the related test suite infrmatin. Yu can custmize hw these files are displayed in the fllwing ways: Search Filter the files and display them by the keywrd yu designate. The keywrd must be cntained in a clumn value. At the tp right crner f the file viewing pane, enter the keywrd fr the files yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Select the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver a clumn name, and then select the hide clumn buttn ( ) in the clumn name t hide the clumn. T change the number f files displayed per page, select the desired number frm 5, 8, 10, 15, 20, 25, 50, 100 in the Shw rws drp-dwn menu at the lwer-right crner. 44

45 T g t the specified page, enter the page number in the G t f text bx at the lwer-right crner and press Enter. T g t the next page, select the > buttn at the lwer-right crner; t return t the previus page, select the < buttn at the lwer-right crner. T exprt the results, select the Exprt t Datasheet link n the upper-right crner f this interface and then enter a request name in the Exprt T windw. Then select OK, and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. Select Back n the upper-right crner t return t the Actin Reprt interface. Cnfiguring Settings fr Actin Reprt The fllwing settings can be cnfigured in the Actin Reprt interface: Reprt Settings If yu want t change the risk frmula and risk range selected when yu first accessed Actin Reprt, select Reprt Settings n the upper-right crner f the Actin Reprt interface. A windw appears. Change the risk frmula and the range f risk levels, and then select Shw Data. The files risk infrmatin will be shwn in the reprt accrding t the settings yu cnfigured in the Reprt Settings windw. Exprt t Screensht If yu want t exprt a PNG screensht f the displayed reprt, select Exprt t Screensht at the upper-right crner. Save Displayed Actin Reprt If yu want t save the currently displayed reprt, enter a prfile name in the text bx at the tp f the left pane, and then select the Save ( ) buttn. The currently displayed reprt will be saved, the next time yu access Actin Reprt, yu can select it frm the drp-dwn list at the tp f the left pane, and then the crrespnding reprt will be displayed. Yu can als select the Save As ( ) buttn at the tp f the left pane. Then, enter a prfile name in the pp-up windw and select OK. The prfile will be saved. Set Displayed Actin Reprt as Default If yu want t set the displayed reprt as the default reprt which will be directly displayed the next time yu access Actin Reprt, select a prfile in the drp-dwn list at the tp f the left pane, and then select the Set as Default ( ) buttn. 45

46 Incident Manager Incident Manager allws yu t manage and perfrmed actins t the quarantined files, encrypted files, and redacted files. Select Incident Manager in Classificatin Reprt t access the Incident Manager interface. *Nte: The files that are affected by the crrespnding actins within the past seven days are autmatically laded int Incident Manager. Yu can change the filter cnditin t view mre files. Managing Quarantined Files The Quarantine tab is selected when yu g int the Incident Manager interface. All f the quarantined files are displayed in the interface. Yu can custmize hw these files are displayed in the fllwing ways: Srt Select the header rw f each clumn t srt all f the values in the selected clumn accrding t the ascending/descending rder. Search Filter the files and display them by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp right crner f the file viewing pane, enter the keywrd fr the files yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Select the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver a clumn name, and then select the hide clumn buttn ( ) in the clumn name t hide the clumn. T change the number f files displayed per page, select the desired number frm 5, 8, 10, 15, 20, 25, 50, 100 in the Shw rws drp-dwn menu at the lwer right crner. Filtering Files T g t the specified page, enter the page number in the G t f text bx at the lwer right crner and press Enter. T g t the next page, select the > buttn at the lwer right crner; t return t the previus page, select the < buttn at the lwer right crner. Yu can decide which files are displayed in the interface under the Quarantine tab by cnfiguring the filter cnditins. Select Filter abve the table listing quarantined files, a windw appears. Cnfigure the filter cnditins in the appeared windw: Surce Select t display the files that are affected by the Quarantine actin thrugh Classificatin Scanner fr SharePint r Classificatin Scanner fr File System. 46

47 Quarantined Lcatin Select the dwn arrw ( ) after the Quarantined Lcatin bx. Select the lcatins, and select OK. Time Range Select the time range. Farm If yu have selected SharePint as the surce, all f the farms that cntain quarantined files will be laded. Select the dwn arrw ( the farms frm the drp-dwn list, and select OK. ) after the Farm bx. Select Web Applicatin If yu have selected the farms, under the selected farms, the Web applicatins that cntain quarantined files will be laded. Select the dwn arrw ( ) after the Web Applicatin bx. Select the Web applicatins frm the drp-dwn list, and select OK. Site Cllectin If yu have selected the Web applicatins, the site cllectins that cntain quarantined files will be laded. Select the dwn arrw ( ) after the Site Cllectin bx. Select the site cllectins frm the appeared drp-dwn list, and select OK. Select Shw Data. All f the quarantined files that meet the abve cnfigured filter cnditins will be displayed in the interface. Select Cancel t exit the windw. Managing File Cntent T manage a file s cntent, select the file, and then select Manage Cntent abve the table listing quarantined files. Yu can als select the dwn arrw ( actins in the drp-dwn list: Dwnlad View the selected file s cntent. ) after a quarantined file. Find the fllwing Fr the SharePint files r items that are affected by the In place quarantine methd, after yu select Dwnlad in the drp-dwn list: Yu can view the files n SharePint site webpage. Yu can directly edit the cntent f the file. SharePint items cannt be perfrmed this actin. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after yu select Dwnlad in the drp-dwn list: The file will be dwnladed. SharePint items cannt be perfrmed this actin since there is n cntent in an item. Fr the files that are quarantined frm file system, after yu select Dwnlad in the drp-dwn list: The files will be dwnladed. Uplad Uplad a file. Fr the SharePint files r items that are affected by the In place quarantine methd, after yu select Uplad in the drp-dwn list: Since the files r 47

48 attachments f items that are affected by the In place quarantine methd are edited in the webpage directly, this Uplad functin des nt take effect n these files and items. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after yu select Uplad in the drp-dwn list: The dwnladed and edited file will be upladed and will replace the selected file. *Nte: The upladed file name must be same as that f the selected file. The dwnladed and edited attachment f the SharePint item can be upladed and replace the riginal attachment f the item. *Nte: The upladed attachment name must be same as the riginal attachment name. Fr the files that are quarantined frm file system, after yu select Uplad in the drp-dwn list: The dwnladed and edited file will be upladed and replace the selected file. Nte that the upladed file name must be the same as the selected file. Users must first dwnlad the file fr reviewing the vilatins in the file, and then edit the file accrding t their wn requirement. Then, uplad the edited file t Cmpliance Guardian > Incident Manager > Quarantine. Users can restre the edited file t the riginal place frm the quarantined lcatin. View Versin Histry View the versin histry f a file r item. Fr the SharePint files r items that are affected by the In place quarantine methd, after yu select View Versin Histry in the drp-dwn list, the crrespnding SharePint webpage appears displaying the file r item s versin histry. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after yu select View Versin Histry in the drp-dwn list, all f the file r item versins are displayed in the View Versin Histry page. Yu can perfrm the fllwing actins t a selected versin: Dwnlad Select a versin, and then select Dwnlad n the ribbn t dwnlad the file r item s versin fr reference. Restre Select the latest versin f the selected file r item, then yu can select Restre t restre the file r item. Fr detailed infrmatin, refer t Restring Files. Delete Select ne r mre file r item s versins, and then select Delete n the ribbn t delete the selected versins. Select Clse t exit the View Versin Histry page. 48

49 Fr the files that are quarantined frm file system, this actin cannt be perfrmed. View Prperties View the file r item s prperties. Fr the SharePint files r items that are affected by the In place quarantine methd, after yu select View Prperties in the drp-dwn list: The crrespnding SharePint webpage appears displaying the file s prperties. The crrespnding SharePint webpage appears displaying the item s prperties. Yu can pen the item attachment in the SharePint webpage, and then edit the cntent f the attachment. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after yu select View Prperties in the drp-dwn list: All f the selected file s prperties are displayed in the View Prperties page. Select Clse t exit the View Prperty page. All f the selected item s prperties are displayed in the View Prperties page. Yu can select the attachment name t dwnlad the attachment f the item, and edit the cntent f the attachment, and then uplad the edited item thrugh the Uplad functin which is intrduced abve. Select Clse t exit the View Prperty page. Fr the files that are quarantined frm file system, this actin cannt be perfrmed. Restring Files Yu can restre a quarantined file r item by selecting Restre abve the table listing quarantined files. Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd After yu select a SharePint file r item that is affected by the In place quarantine methd, cnfigure the fllwing settings in the appeared Restre interface: Ignre this File Until the File r Plicies Change Select this checkbx, the file r item will nt be scanned after it is restred until the actin plicy r scan plicy is changed, r until the file r item is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was restred. If the restred file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin User Guide. If yu select the checkbx, the last mdified time f the file will nt be changed althugh it is restred. 49

50 Change Classificatin Result Select t change the classificatin result by selecting the Change Classificatin Result checkbx. A table listing all the tags that have been added t the file r item appears. Yu can change the tags based n yur wn requirement. Cnflict Reslutin If there is a file (this functin will nt be taken effect n a SharePint item) whse name is the same as the file that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file after the restre. Skip The file will be skipped t restre t the destinatin. Restring the SharePint Files r Items that Are Affected by the Out f Place Quarantine Methd After yu select a SharePint file r item that is affected by the Out f place quarantine methd, cnfigure the fllwing settings in the Restre interface: Restre Type Select In place restre t restre the selected file r item t its riginal place. Select Out f place restre t restre the selected file r item t anther place in SharePint. Destinatin If yu have selected Out f place restre, all f the SharePint farms appear. Brwse the desired farm tree t a list level, library level, r flder level, the file r item will be restred t the selected SharePint list, library r flder. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. Ignre this File Until the File r Plicies Change Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Change Classificatin Result Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Cnflict Reslutin Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after they are restred t SharePint, the fllwing related bjects r prperties will be affected. Fr SharePint On-premises: Wrkflw The riginal related wrkflws will n lnger assciate t the restred file r item. ID The file s r item s ID will be change. Web part Refer t the fllwing scenaris fr details: If the file s Web part is nt saved with the file r item (saved in the different tables in SharePint database), the web part will nt exist after the file r item is 50

51 restred n matter yu select In place restre r Out f place restre as the Restre Type. If the file s Web part is saved with the file r item (saved in the same tables in SharePint database) and if yu select In place restre as the Restre Type, the Web part can be restred nrmally alng with the file r item. If the file s Web part is saved with the file r item (saved in the same tables in SharePint database) and if yu select Out f place restre as the Restre Type, the Web part may be affected after the restre. Permissins The restred file r item will inherit its parent s permissins. Rating, SharePint Tags and Ntes The restred file r item s rating and SharePint tags and ntes will n lnger exist. Versins The file r item s versins will nt be kept after the file r item is restred t SharePint. Only the versin cunt can be kept. Fr SharePint Online, the related bjects r prperties that will be affected are same as thse in SharePint n-premises. Restring the Files Quarantined frm File System After yu select a file that is quarantined frm file system, cnfigure the fllwing settings in the Restre interface: Restre Type Select In place restre t restre the selected file t its riginal place. Select Out f place restre t restre the selected file t anther lcatin. Destinatin Lcatin If yu have selected Out f place restre, select a lcatin fr string the restred file. Select New Exprt Lcatin t create an exprt lcatin. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. Ignre this File Until the File r Plicies Change Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Change Classificatin Result Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Cnflict Reslutin Refer t Restring the SharePint Files r Items that Are Affected by the In Place Quarantine Methd fr details. Select OK in the Restre interface t save the changes r select Cancel in the interface. In the Quarantine interface, the value f the Review Status clumn in the table will be changed frm In Prgress t Restred after the file is restred. Adding Cmment Select a file and then select Add Cmment abve the table listing quarantined files. The Cmments interface appears. Select Add Cmment in the Cmments windw. Enter the cmment cntent in the 51

52 textbx. Yu can add the attachment with the related cntent by selecting Add Attachment under the textbx. Yu can als select the file s crrespnding hyperlink in the Cmment clumn f the table t add a cmment. The number f cmments will be displayed in the Cmment clumn. Deleting Quarantined Files Select the quarantined files that yu want t delete, and select Delete abve the table displaying the quarantined files. The selected files will be permanently deleted. Exprting Files Select Exprt t Datasheet abve the table displaying quarantined files t exprt the general infrmatin f all f the quarantined files. Refresh Files Select Refresh abve the table displaying quarantined files t refresh the files in the table. 52

53 Managing Encrypted Files Select the Encryptin tab t manage the encrypted files. Any encrypted r encrypted and quarantined file will display in this interface. Yu can custmize hw these files are displayed in the fllwing ways: Srt Select the header rw f each clumn t srt all f the values in the clumn accrding t the ascending/descending rder. Search Filter the files and display them by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp right crner f the file viewing pane, enter the keywrd fr the files yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Select the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver a clumn name, and then select the hide clumn buttn ( ) in the clumn name t hide the clumn. T change the number f files displayed per page, select the desired number frm 5, 8, 10, 15, 20, 25, 50, 100 in the Shw rws drp-dwn menu at the lwer right crner. Filtering Files T g t the specified page, enter the page number in the G t f text bx at the lwer right crner and press Enter. T g t the next page, select the > buttn at the lwer right crner; t return t the previus page, select the < buttn at the lwer right crner. Yu can decide which files are displayed in the interface under the Encryptin tab by cnfiguring the filter cnditins. Select Filter abve the table listing encrypted files, a windw appears. Cnfigure the filter cnditins in the appeared windw: Surce Select t display the files that are affected by the Encrypt actin and Encrypt and Quarantine actin thrugh Classificatin Scanner fr SharePint r Classificatin Scanner fr File System. Time Range Select the time range. Farm If yu have selected SharePint as the surce, all f the farms that cntain encrypted files will be laded. Select the dwn arrw ( ) after the Farm bx, and then select the farms frm the appeared drp-dwn list, and select OK. Web Applicatin If yu have selected the farms, the Web applicatins that cntain encrypted files will be laded under the selected farms. Select the dwn arrw ( ) after 53

54 the Web Applicatin bx, and then select the Web applicatins frm the appeared drp-dwn list, and select OK. Site Cllectin If yu have selected the Web applicatins, under the selected Web applicatins, the site cllectins that cntain encrypted files will be laded. Select the dwn arrw ( ) after the Site Cllectin bx, and then select the site cllectins frm the appeared drp-dwn list, and select OK. Select Shw Data. All f the encrypted files that meet the filter cnditins will be displayed in the interface. Select Cancel t exit the windw. Managing File Cntent T manage a file s cntent, select the file, and then select Manage Cntent abve the table listing encrypted files. Yu can als select the dwn arrw ( actins in the drp-dwn list: ) after a quarantined file. Find the fllwing Dwnlad View the selected file s cntent. SharePint files will be dwnladed. SharePint items cannt be viewed since there is n cntent in the item. Files that are encrypted thrugh the Classificatin Scanner fr File System will be dwnladed. Uplad Uplad a file. Fr SharePint files, after yu select Uplad in the drp-dwn list, the dwnladed and edited file will be upladed and will replace the selected file. *Nte: The upladed file name must be same as the selected file. Fr SharePint items, after yu select Uplad in the drp-dwn list, the dwnladed and edited attachment f the SharePint item can be upladed t replace the riginal attachment f the item. *Nte: The upladed attachment name must be same as the riginal attachment name. Fr files that are encrypted thrugh Classificatin Scanner fr File System, after yu select Uplad in the drp-dwn list, the dwnladed and edited file will be upladed and replace the selected file. *Nte: The upladed file name must be same as the selected file. Users can dwnlad the file fr reviewing the vilatins in the file, edit the file accrding t their wn requirement, and then uplad the edited file by navigating t Cmpliance Guardian > Incident Manager > Encryptin. 54

55 View Versin Histry View the versin histry f a file r an item. Fr the SharePint files r items that are affected by the In place quarantine methd, after yu select View Versin Histry in the drp-dwn list, the crrespnding SharePint webpage appears displaying the file r item s versin histry. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after yu select View Versin Histry in the drp-dwn list, all f the file r item versins are displayed in the View Versin Histry page. Yu can perfrm the fllwing actins t a selected versin: Dwnlad Select a versin, and then select Dwnlad n the ribbn t dwnlad the file r item s versin fr reference. Restre Select the latest versin f the selected file r item, then yu can select Restre t restre the file r item. Fr detailed infrmatin, refer t Restring Files. Delete Select ne r mre file r item s versins, and then select Delete n the ribbn t delete the selected versins. Select Clse t exit the View Versin Histry page. Fr the files that are quarantined frm file system, this actin cannt be perfrmed. View Prperties View the file r item s prperties. Fr SharePint files that are affected by the Encrypt and Quarantine actin, and the Quarantine Methd fr the files is In place quarantine, after yu select View Prperties, the crrespnding SharePint webpage appears displaying the file s prperties. Fr SharePint files that are affected by the Encrypt actin, after yu select View Prperties, the crrespnding SharePint webpage appears displaying the file s prperties. Fr SharePint files that are affected by the Encrypt and Quarantine actin, and the Quarantine Methd fr the files is Out f place quarantine, after yu select View Prperties in the drp-dwn list, all f the selected file s prperties are displayed in the appeared View Prperties page. Select Clse t exit the View Prperty page. Fr SharePint items, after yu select View Prperties in the drp-dwn list, all f the selected item s prperties are displayed in the appeared View Prperties page. Yu can select the attachment name t dwnlad the attachment, edit the cntent f the attachment, and then uplad the edited item thrugh the Uplad functin. Select Clse t exit the View Prperties page. Fr files that are quarantined frm file system, this actin cannt be perfrmed. 55

56 Decrypting Files Yu can decrypt an encrypted file r item by selecting Decrypt abve the table listing encrypted files, r select the file yu want t decrypt, and then select the dwn arrw ( ) after the file. Decrypting the SharePint Files r Items Affected by the Encrypt Actin After yu select a SharePint file r item affected by the Encrypt actin, cnfigure the fllwing settings in the appeared Decrypt interface: Ignre this File Until the File r Plicies Change Select this checkbx. The file r item will nt be scanned until the actin plicy r scan plicy is changed, r until the file r item is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was decrypted. If the decrypted file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin and Administratin User Guide. If yu select the checkbx, the last mdified time f the file will nt be changed althugh it has been decrypted. Change Classificatin Result Select t change the classificatin result by selecting the Change classificatin result checkbx. A table listing all the tags that have been added t the file r item appears. Yu can change the tags based n yur wn requirement. Decrypting the SharePint Files r Items Affected by the Encrypt and Quarantine Actin (Quarantine Methd is In Place Quarantine) After yu select a SharePint file r item that is affected by the Encrypt and Quarantine actin and the Quarantine Methd is In place quarantine, cnfigure the fllwing settings in the appeared Decrypt interface: Ignre this File Until the File r Plicies Change Select this checkbx. The file r item will nt be scanned until the actin plicy r scan plicy is changed, r until the file r item is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was decrypted. If the decrypted file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin and Administratin User Guide 56

57 If yu select the checkbx, the last mdified time f the file will nt be changed althugh it has been decrypted. Change Classificatin Result Select t change the classificatin result by selecting the Change classificatin result checkbx. A table listing all the tags that have been added t the file r item appears. Yu can change the tags based n yur wn requirement. Cnflict Reslutin If there is a file (this functin will nt take effect n a SharePint item) whse name is same as the file name that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file r item after the restre. Skip The file will be skipped t restre t the destinatin. Decrypting the SharePint Files r Items Affected by the Encrypt and Quarantine Actin (Quarantine Methd is Out f Place Quarantine) After yu select a SharePint file r item that is affected by the Encrypt and Quarantine actin and the Quarantine Methd is Out f place quarantine, cnfigure the fllwing settings in the Decrypt interface: Restre Type Select In place restre t restre the selected file r item t its riginal place. Select Out f place restre t restre the selected file r item t anther place in SharePint. Destinatin If yu have selected Out f place restre, all f the SharePint farms appear. Brwse the desired farm tree t a list level, library level r flder level, the file r item will be restred t the selected SharePint list r library. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. Cnflict Reslutin If there is a file (this functin will nt take effect n a SharePint item) whse name is same as the file name that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file r item after the restre. Skip The file will be skipped t restre t the destinatin. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after they are restred t SharePint, the fllwing related bjects r prperties will be affected: Fr SharePint On-premises: Wrkflw The riginal related wrkflws will n lnger assciate t the restred file r item. ID The file s r item s ID will be changed. Web part Refer t the fllwing scenaris fr details: 57

58 If the file s Web part is nt saved tgether with the file r item (saved in the different tables in SharePint database), the Web part will nt exist after the file r item is restred n matter yu select In place restre r Out f place restre as the Restre Type. If the file s Web part is saved tgether with the file r item (saved in the same tables in SharePint database) and if yu select In place restre as the Restre Type, the Web part can be restred nrmally alng with the file r item. If the file s Web part is saved tgether with the file r item (saved in the same tables in SharePint database) and if yu select Out f place restre as the Restre Type, the Web part may be affected after the restre. Permissins The restred file r item will inherit its parent s permissins. Rating, SharePint Tags and Ntes The restred file r item s rating and SharePint tags and ntes will n lnger exist. Versins The file r item s versins will nt be kept after the file r item is restred t SharePint. Only the versin cunt can be kept. Fr SharePint Online, the related bjects r prperties that will be affected are same as thse in SharePint n-premises. Decrypting the File System Files that Are Affected by the Encrypt Actin After yu select a file system file that is affected by the Encrypt actin, cnfigure the fllwing settings in the Decrypt interface: Ignre this File Until the File r Plicies Change Select this checkbx, the file will nt be scanned until the actin plicy r scan plicy is changed, r until the file is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was decrypted. If the decrypted file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin and Administratin User Guide. If yu select the checkbx, the last mdified time f the file will nt be changed althugh it is decrypted. Change Classificatin Result Select t change the classificatin result by selecting the Change classificatin result checkbx. A table listing all the tags that have been added t the file appears. Yu can change the tags based n yur wn requirement. Decrypting the File System Files that Are Affected by the Encrypt and Quarantine Actin After yu select a file system file that is affected by the Encrypt and Quarantine actin, cnfigure the fllwing settings in the Decrypt interface: 58

59 Restre Type Select In place restre t restre the selected file t its riginal place. Select Out f place restre t restre the selected file t anther lcatin. Destinatin If yu have selected Out f place restre, select a lcatin fr string the restred file. Select New Exprt Lcatin t create an exprt lcatin. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. Cnflict Reslutin If there is a file whse name is same as the file name that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file r item after the restre. Skip The file will be skipped t restre t the destinatin. Select OK in the Decrypt interface t save the changes r select Cancel t cancel the changes. In the Encryptin interface, the value f the Review Status clumn in the table will be changed frm In Prgress t Restred after the file is decrypted. Adding Cmment Select a file and then select Add Cmment abve the table listing encrypted files. The Cmments interface appears. Select Add Cmment in the Cmments windw. Enter the cmment cntent in the textbx. Yu can add an attachment with the related cntent by selecting Add Attachment under the textbx. Yu can als select the file s crrespnding hyperlink in the Cmment clumn f the table t add a cmment. The number f added cmments will be displayed in the Cmment clumn. Deleting Encrypted Files Select the files that yu want t delete, and select Delete abve the table displaying the encrypted files. The selected files will be permanently deleted. Exprting Files Select Exprt t Datasheet abve the table displaying encrypted files t exprt the general infrmatin f all f the encrypted files. Refresh Files Select Refresh abve the table displaying encrypted files t refresh the files in the table. Managing Redacted Files Select the Redactin tab t manage the redacted files. All f the files that are affected by the Redact and Quarantine actin are displayed in the interface. 59

60 Yu can custmize hw these files are displayed in the fllwing ways: Srt Select the header rw f each clumn t srt all f the values in the selected clumn accrding t the ascending/descending rder. Search Filter the files and display them by the keywrd yu designate; the keywrd must be cntained in a clumn value. At the tp right crner f the file viewing pane, enter the keywrd fr the files yu want t display. Yu can select t Search all pages r Search current page. Manage clumns ( ) Manage which clumns are displayed in the list s that nly the infrmatin yu want t see will be shwn. Select the manage clumns buttn ( ), and then check the checkbx next t the clumn name t have that clumn shwn in the list. Hide the clumn ( ) Hver ver a clumn name, and then select the hide clumn buttn ( ) in the clumn name t hide the clumn. T change the number f files displayed per page, select the desired number frm 5, 8, 10, 15, 20, 25, 50, 100 in the Shw rws drp-dwn menu at the lwer right crner. Filtering Files T g t the specified page, enter the page number in the G t f text bx at the lwer right crner and press Enter. T g t the next page, select the > buttn at the lwer right crner; t return t the previus page, select the < buttn at the lwer right crner. Yu can decide which files are displayed in the interface under the Redactin tab by cnfiguring the filter cnditins. Select Filter abve the table listing redacted files, a windw appears. Cnfigure the filter cnditins in the appeared windw: Surce Select t display the files that are affected by the Redact and Quarantine actin thrugh Classificatin Scanner fr SharePint r Classificatin Scanner fr File System. Quarantined Lcatin Select the dwn arrw ( ) after the Quarantined Lcatin bx. Then, select the lcatins, and select OK. Time Range Select the time range. Farm If yu have selected SharePint as the surce, all f the farms that cntain redacted files will be laded. Select the dwn arrw ( ) after the Farm bx. Then, select the farms frm the drp-dwn list, and select OK. Web Applicatin If yu have selected the farms, the Web applicatins that cntain redacted files will be laded. Select the dwn arrw ( ) after the Web Applicatin bx. Then, select the Web applicatins frm the drp-dwn list, and select OK. 60

61 Site Cllectin If yu have selected the Web applicatins, the site cllectins that cntain redacted files will be laded. Select the dwn arrw ( ) after the Site Cllectin bx. Then, select the site cllectins frm the drp-dwn list, and select OK. Select Shw Data. All f the quarantined files that meet the abve cnfigured filter cnditins will be displayed in the interface. Select Cancel t exit the windw withut saving any changes. Managing File Cntent T manage a file s cntent, select the file, and then select Manage Cntent abve the table listing redacted files. Yu can als select the dwn arrw ( the drp-dwn list: ) after a redacted file. Find the fllwing actins in Dwnlad View the selected file s cntent. Fr the SharePint files r items, after yu select Dwnlad in the drp-dwn list: The file will be dwnladed. SharePint items cannt be perfrmed this actin since there is n cntent in the item. Fr the file system files, after yu select Dwnlad in the drp-dwn list, the files will be dwnladed. Uplad Uplad a file. Fr the SharePint files r items, after yu select Uplad in the drp-dwn list: The dwnladed and edited file will be upladed and will replace the selected file. *Nte: The upladed file name must be the same as that f the selected file. The dwnladed and edited attachment f the SharePint item can be upladed and replace the riginal attachment f the item. *Nte: The upladed attachment name must be same as the riginal attachment name. Fr the file system files, after yu select Uplad in the drp-dwn list: The dwnladed and edited file will be upladed and replace the selected file. Nte that the upladed file name must be the same as that f the selected file. Users must first dwnlad the file fr reviewing, and then edit the file accrding t their wn requirement. Uplad the edited file t Cmpliance Guardian > Incident Manager > Redactin. Users can restre the riginal file that is nt redacted frm the quarantined lcatin thrugh Cmpliance Guardian. View Versin Histry View the versin histry f a file r an item. 61

62 Fr the SharePint files r items, after yu select View Versin Histry in the drp-dwn list, all f the file r item versins are displayed in the View Versin Histry page. Yu can perfrm the fllwing actins t a selected versin: Dwnlad Select a versin, and then select View n the ribbn t dwnlad the file r item s versin fr reference. Restre Select the latest versin f the selected file r item, then yu can select Restre t restre the file r item. Fr detailed infrmatin, refer t Restring Files. Delete Select ne r mre file r item s versins, and then select Delete n the ribbn t delete the selected versins. Select Clse t exit the View Versin Histry page. Fr the file system files, this actin cannt be perfrmed. View Prperties View the file r item s prperties. Fr the SharePint files r items, after yu select View Prperties in the drpdwn list: All f the selected file s prperties are displayed in the View Prperties page. Select Clse t exit the View Prperty page. All f the selected item s prperties are displayed in the View Prperties page. Select the attachment t dwnlad, and edit the cntent f the attachment, and then uplad the edited item thrugh the Uplad functin. Select Clse t exit the View Prperties page. Fr the file system files, this actin cannt be perfrmed. Restring Files The files r items that are affected by the Redact and Quarantine actin will be backed up first, the backed up files are quarantined, and then the riginal files are redacted. Yu can restre a redacted file r item t the riginal ne by selecting Restre abve the table listing the redacted files. Restring the SharePint Files r Items After yu select a SharePint file r item, cnfigure the fllwing settings in the Restre interface: Restre Type Select In place restre t restre the riginal file r item that is nt redacted t its riginal place. Select Out f place restre t restre the riginal file r item that is nt redacted t anther place in SharePint. Destinatin If yu have selected Out f place restre, all f the SharePint farms appear. Brwse the desired farm tree t a list level, library level r flder level, the file r item will be restred t the selected SharePint list r library. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. 62

63 Ignre this File Until the File r Plicies Change Select this checkbx. The file r item will nt be scanned after it is restred until the actin plicy r scan plicy is changed, r until the file r item is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was restred. If the restred file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin and Administratin User Guide. If yu select the checkbx, the last mdified time f the file will nt be changed althugh it is restred. Cnflict Reslutin If there is a file (this functin will nt be taken effect n a SharePint item) whse name is same as the file name that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file r item after the restre. Skip The file will be skipped t restre t the destinatin. Fr the SharePint files r items that are affected by the Out f place quarantine methd, after they are restred t SharePint, the fllwing related bjects r prperties will be affected: Fr SharePint On-premises: Wrkflw The riginal related wrkflws will n lnger assciate t the restred file r item. ID The file s r item s ID will be changed. Web part Refer t the fllwing scenaris fr details: If the file s Web part is nt saved tgether with the file r item (saved in the different tables in SharePint database), the Web part will nt exist after the file r item is restred n matter yu select In place restre r Out f place restre as the Restre Type. If the file s Web part is saved tgether with the file r item (saved in the same tables in SharePint database) and if yu select In place restre as the Restre Type, the Web part can be restred nrmally alng with the file r item. If the file s Web part is saved tgether with the file r item (saved in the same tables in SharePint database) and if yu select Out f place restre as the Restre Type, the Web part may be affected after the restre. Permissins The restred file r item will inherit its parent s permissins. Rating, SharePint Tags and Ntes The restred file r item s rating and SharePint tags and ntes will n lnger exist. 63

64 Versins The file r item s versins will nt be kept after the file r item is restred t SharePint. Only the versin cunt can be kept. Fr SharePint Online, the related bjects r prperties that will be affected are same as thse in SharePint n-premises. 64

65 Restring the File System Files After yu select a file system file, cnfigure the fllwing settings in the Restre interface: Restre Type Select In place restre t restre the riginal file that is nt redacted t its riginal place. Select Out f place restre t restre the riginal file that is nt redacted t anther lcatin. Ignre this File Until the File r Plicies Change Select In place restre, the file r item will nt be scanned until the actin plicy r scan plicy is changed, r until the file r item is changed. If yu d nt select the checkbx, the last mdified time is the time that the file was restred. If the restred file is scanned in anther Classificatin Scanner jb, and the test suites in the jb has nt changed, yu must first change the OverrideUser value t N and change the OverrideCG value t False in the test suites. Fr mre infrmatin n the test suite attributes, refer t Cmpliance Guardian Installatin and Administratin User Guide. If yu select the checkbx, the last mdified time f the file will nt be changed althugh it is restred. Destinatin Lcatin If yu have selected Out f place restre, select a lcatin fr string the restred file. Select New Exprt Lcatin t create an exprt lcatin. Agent Grup If yu have selected Out f place restre, select an agent grup fr running the restre jb, r select New Agent Grup t create an agent grup. Cnflict Reslutin If there is a file whse name is the same as the file name that yu want t restre, a cnflict will be judged. Select a cnflict reslutin: Replace The cnflicted destinatin file will be replaced with the selected file r item after the restre. Skip The file will be skipped t restre t the destinatin. Select OK in the Restre interface t save the changes r select Cancel in the interface t cancel the changes. In the Restre interface, the value f the Review Status clumn in the table will be changed frm In Prgress t Restred after the file is restred. Adding Cmment Select a file and then select Add Cmment abve the table listing redacted files. The Cmments interface appears, which displays the cmments that yu added befre. Select Add Cmment in the Cmments windw. Enter the cmment cntent in the textbx. Yu can add the attachment with the related cntent by selecting Add Attachment under the textbx. Select Add Attachment again t add anther attachment. Yu can als select the file s crrespnding hyperlink in the Cmment clumn f the table t add a cmment. The number f the added cmments will be displayed in the Cmment clumn. 65

66 Deleting Encrypted Files Select the files that yu want t delete, and select Delete abve the table displaying the redacted files. The selected files will be permanently deleted. Exprting Files Select Exprt t Datasheet abve the table displaying redacted files t exprt the general infrmatin f all f the redacted files. Refresh Files Select Refresh abve the table displaying redacted files t refresh the files in the table. 66

67 Scial Reprt Scial Reprt is used t view the scanning result f a scial netwrk s psts affected by Classificatin Scanner mde actins. Currently Cmpliance Guardian nly supprts Yammer. Select Scial Reprt in Classificatin Reprt t access the Scial Reprt interface. When yu first access the Actin Reprt interface, yu must cnfigure the reprt settings: Specify a risk frmula t calculate the risk scres Select the dwn arrw ( ), a drpdwn list appears. All f the risk frmulas will be laded in the drp-dwn list. Select a risk frmula that will be used t calculate the risk scres f a file. Specify the range f risk levels Select the risk level range by specify tw values. The files whse risk scres are lwer than the value yu specified t the left f Medium Pririty are cnsidered lw risk pririty. The files whse risk scres are greater than the value yu specified t the right f Medium Pririty are cnsidered high pririty. The files whse risk scres are between the tw selected values are cnsidered with the medium pririty. Select Start Actin Reprt t start the Actin Reprt. Figure 20: The interface appeared when first accessing Scial Reprt. 67

68 Selecting Scpe t Generate Scial Reprt Select a Yammer cnnectin, select a time range, and then select Shw Reprt in the left pane. The scanned results based n the selected cnnectin will be displayed n the right Dashbard pane f the Scial Reprt interface. Cmpliance Guardian retrieves scial reprt data frm the reprt database and updates the scial reprt every hur. If yu want t view the up t date reprt, select Retrieve Data in the right pane befre selecting Shw Reprt. The interval f retrieving data can be custmized, refer t Cmpliance Guardian Installatin and Administratin User Guide fr mre details. 68

69 Viewing Scial Reprts The Scial Reprt cntains three sectins: Actin Overview, Risk Reprt and Tp Frequently Used Flksnmy. Figure 21: Scial Reprt interface. Actin Overview The Actin Overview sectin displays all f the psts that have taken a particular actin. If yu hver ver a sectr in the pie chart, yu can als view the pst and actin infrmatin. Select View All. The View All Blcked Psts that Are Affected by Actins interface appears. All f the psts affected by actins are displayed. Yu can als select a particular actin in the pie chart, then nly the psts affected by this particular actin are displayed. Yu can view the Pst Type, Pst, Actin, Pst Time, Psted User, the Reasn f each pst, and the Risk Level. Select the Details ( ) buttn t view details f each pst. The View Details windw appears. Here yu can view the fllwing infrmatin: Type Displays the type f the pst. Pst Displays the pst r pst name. If the pst is affected by the Redact r Alert Only actins, yu can view the View whle cnversatin link. Select the link, and enter the accunt, then yu can view the pst in Yammer. 69

70 Risk Level Displays the risk level f the pst. Scanned Time Displays the scanned time. Psted Time Displays the psted time, and the user wh psted the message. Actin Infrmatin Displays the infrmatin f the actins that was taken, the status f the actins, the reasn fr taking the actin, and cmment. Tagging Infrmatin Displays the tag infrmatin, including the tag name, tag value, the status f adding the tag, the psitin f the tag, and cmment. Scan Plicy Infrmatin Displays the scan plicy name, test suite name and versin. Select the Exprt T Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. Select Back t Dashbard t return t the Dashbard. 70

71 Risk Reprt The Risk Reprt sectin displays the risk cnditin f the scanned psts in the selected cnnectin. Figure 22: Risk Reprt sectin. Yu can view three face marks ( ) in and tw values in the graph. The face mark n the left side Marks minimum value f risk. The face mark n the right side Marks the maximum value f risk. The value n the left side The value is the first risk value selected in the reprt settings times the number f scanned psts that have risk values. Yu can select Reprt Settings n the upper-right crner f the Scial Reprt interface t change the reprt settings, refer t Cnfiguring Settings fr Scial Reprt. The value in the right side The value is the secnd risk value specified in the reprt settings times the number f scanned psts that have risk values. The face mark displayed between the tw marks described abve The value is the sum f all psts risk values calculated by the frmula selected in the reprt settings. The face mark displays n the different zne f the histgram. If its value is less than the first value n the histgram, it will be displayed in the left f the first value. Then, the risk cnditin f the scan is cnsidered lw risk; if its value is greater than the first value but less than the secnd value, it will be displayed between the tw values. Then, the risk cnditin f the scan is cnsidered medium risk; if its value is greater than the secnd value, it will be displayed in the right f the secnd value. Then, the risk cnditin f the scan is cnsidered high risk. If all f the scanned psts d nt have risk scres, the face mark will nt displayed n the graph. 71

72 Select View All t view all f the risk infrmatin f the psts. The View All Risk Psts interface appears. Yu can view the Risk Level, Pst, Type, Psted User, and the Psted Time. Select the Details ( ) buttn t view details f each pst. The View Details windw appears. Here yu can view the fllwing infrmatin: Type Displays the type f the pst. Pst Displays the pst cntent r name. If the pst is affected by the Redact r Alert Only actins, yu can view the View whle cnversatin link. Select the link, and enter the accunt, then yu can view the pst in Yammer. Risk Level Displays the risk level f the pst. Scanned Time Displays the scanned time. Psted Time Displays the psted time, and the user wh psted the message. Actin Infrmatin Displays the infrmatin f the actins that was taken, the status f the actins, the reasn fr taking the actin, and cmment. Tagging Infrmatin Displays the tag infrmatin, including the tag name, tag value, the status f adding the tag, the psitin f the tag, and cmment. Scan Plicy Infrmatin Displays the scan plicy name, test suite name and versin. Select the Exprt T Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. Select Back t Dashbard t return t the Dashbard. Tp Frequently Used Flksnmy This sectin displays the tagged pst messages. They are classified by the tag values (tpics). Only the five mst frequently used tag values will be displayed. If yu select a tpic, the infrmatin f the psts that have been added this tpic will appear in the View All Flksnmy Psts interface. Select View All. The View All Flksnmy Psts interface appears. All f the infrmatin f the psts that have added tpics will be displayed in the interface. Yu can view the Tpic, Pst, Type, Psted User, Psted Time and Risk level. Select the Details ( ) buttn t view details f each pst. The View Details windw appears. Here yu can view the fllwing infrmatin: Type Displays the type f the pst. Pst Displays the pst cntent r pst name. If the pst is affected by the Redact r Alert Only actins, yu can view the View whle cnversatin link. Select the link, and enter the accunt, then yu can view the pst in Yammer. Risk Level Displays the risk level f the pst. 72

73 Scanned Time Displays the scanned time. Psted Time Displays the psted time, and the user wh psted the message. Actin Infrmatin Displays the infrmatin f the actins that was taken, the status f the actins, the reasn fr taking the actin, and cmment. Tagging Infrmatin Displays the tag infrmatin, including the tag name, tag value, the status f adding the tag, the psitin f the tag, and cmment. Scan Plicy Infrmatin Displays the scan plicy name, test suite name and versin. Select the Exprt t Datasheet link n the tp-right crner f this page, enter a request name in the Exprt T windw, then select OK and the detailed infrmatin displayed n this page will be exprted t a CSV file fr further use. Select Back t Dashbard t return t the Dashbard. Cnfiguring Settings fr Scial Reprt The fllwing settings can be cnfigured in the Scial Reprt interface: Retrieve Data If yu want t view the up t date reprt, select the here link in the message Please select here t view the latest reprts appeared at the tp f the Dashbard screen. Then select Shw Reprt. Yu can view the reprt generatin time at the upper-right crner f the Dashbard t judge if yu are required t generate the up t date reprt. Reprt Settings If yu want t change the risk frmula and risk range selected when yu first accessed Scial Reprt, select Reprt Settings n the upper-right crner f the Scial Reprt interface. A windw appears. Change the risk frmula and the range f risk levels, and then select Shw Data. Exprt t Screensht If yu want t exprt a PNG screensht f the displayed reprt, select Exprt t Screensht at the upper-right crner. 73

74 Exprt Requests The Exprt Requests fr Classificatin Reprt can be accessed thrugh the navigatin bar. T access Exprt Requests, cmplete the fllwing steps: 1. Select Reprt n the tp-left crner f the hme page. The navigatin bar appears. 2. Select Classificatin Reprt. 3. Select Exprt Requests. Figure 23: Accessing Classificatin Reprt > Exprt Requests thrugh navigatin bar. Fr mre infrmatin n Exprt Requests, refer t Exprt Requests. 74