Contents
| Table of Contents | ||||
|---|---|---|---|---|
|
...
Prepared By | Reviewed By | Date | Document Version | Software Version |
Ashima Agarwal | Artem Kalaitan | 13-June-2022 | V 1 | V 2.8 |
Ashima Agarwal | 25-July-2022 | V2 | V 2.10 | |
Ashima Agarwal | 10-Aug-2022 | V4 | V 2.10 |
| Anchor | ||||
|---|---|---|---|---|
|
This document has 2 two major sections
Agent
Agent Configuration
Agent Management
Reports
Administration
Pattern Matching
User Management
Agent
Deployment
The A link to the agent deployment document is added below:
...
Please see the below document for Best Practice as belowbest practices:
| Expand | ||||||
|---|---|---|---|---|---|---|
| ||||||
|
| Anchor | ||||
|---|---|---|---|---|
|
Login into system and Navigate to the agent configuration
Login into the GV application using the credentials given to you
...
The dashboard UI offers a wizard to set/update an agent configuration. There are three possible ways to put in setup the configuration:
Configuration Import Mode: Using this mode, the user can upload an existing configuration from local files. Please note that only JSON format is accepted. A validity check will be done, and an error message is shown in case the file does not have a valid JSON content. This mode is usually used by the GV Getvisibility professional services as a part of their personalized servicespersonalisation work.
Expert Mode: This mode is useful when the user wants to manually edit the agent configuration at his their own risk. Like the previous mode, if the content is no more not a valid JSON or no more respecting the is not a valid agent configuration structure, a list of errors will be displayed to the user.
Configuration Wizard Mode: This mode is the easiest to use and is as simple as installing a software in the systemand guides the user through configuring the rules and uses for the agents. When the user chooses this mode, he they will be guided through a few steps to set agent configuration fields one by one.
...
The first option of Configuration Import can be used by simply uploading the config file. Click on the Configuration Import option and the dialog box will open using where the user must select the Json a JSON file.
...
The configuration will be uploaded, and . When the user Click clicks Finish the new config will be saved
...
In the below section we will go through the various configurable options that can be done using agent in applied to the agent using both Expert mode and Wizard mode:
| Anchor | ||||
|---|---|---|---|---|
|
Compliance is the act of conforming to a company directive, rule, policy, or standard or law. Some of the common e.g., of compliance are compliance regulations and labels are: GDPR, PII, HIPAA, PHI, PCI and so on. GV Getvisbility agent gives the user 2 two options to customize/customise and configure the compliance as per their requirements.
| Anchor | ||||
|---|---|---|---|---|
|
Using the Expert modeMode, the user can add the compliance tags by making changes in the Jason file on the agent itselfagent configuration JSON file. One can add custom compliance or any of the standard compliance tags.
Click on the Expert Mode
Scroll down to the compliance section
Add the values.
It can be seen below that EAR/US and CustomCompliaceExample has have been added in expert mode as an example.
Click on the Finish Button
...
‘Configuration saved successfully’ message will be displayed on the screen along with the OK button.
...
Click on the OK button and the user if is returned to the main GV Getvisibility agent configuration page.
To verify the Configuration, open a word document, click on the GV Getvisibility icon on in the top-right of the ribbon and the . The user will be able to see the custom tags.
...
M
| Anchor | ||||
|---|---|---|---|---|
|
...
Click on the Configuration Wizard Mode
As seen below I have selected only Below GDPR/PII has been selected as my compliance and click a compliance tag. Click Next.
...
Keep clicking on Next if you only want to change compliance and on the tags. The Last step of the wizard the agent will display as is displayed below.
Click Finish and following message will be displayed
To verify the Configuration, open a word document, click on the GV Getvisibility icon on the top-right of the ribbon and the . The user will be able to see the selected tags.
...
| Anchor | ||||
|---|---|---|---|---|
|
Data classification is broadly defined as the process of organizing organising data by relevant categories so that it may be used and protected more efficiently. On a basic level, the classification process makes data easier to locate and retrieve. By default, the classification is Public, Internal and Confidential.
| Anchor | ||||
|---|---|---|---|---|
|
Using the Expert modeMode, the user can add the classification tags by making changes in the Jason JSON file on the agent itself. One can add custom classification or any of the standard classification.
...
| Anchor | ||||
|---|---|---|---|---|
|
This functionality will allow the user to select which MS Office application the configuration will be applicable to.
...
To verify the Configuration, open a excel document, user will see that the GV icon on the top right is disabled, and user will not be able to click it
...
MS Office Policies & Visual Tagging
This functionality will allow the user to set various polies that the user would like to enforce on documents in MS Office applications.
...
| Anchor | ||||
|---|---|---|---|---|
|
This functionality will allow the user to select Outlook application to set the configuration.
...
| Anchor | ||||
|---|---|---|---|---|
|
This functionality will allow the user to set various polies that the user would like to enforce on documents when using Outlook.
...
| Anchor | ||||
|---|---|---|---|---|
|
Expert Mode
Using the Expert mode, the user can enable/disable default policies related to email by making changes in the Jason file on the agent itself.
...
The above configuration says that for Public type emails are blocked for sending, except for the recipient aagarwal@getvisibility.com, whom the email can be sent but with a warning message.
Validating the configuration as below. Since all the Public emails are blocked from sending and the recipient lab user is not on the Allow or Warn list the email can be sent.
...
If we change the recipient to aagarwal@getvisibility.com, agent will give only a warning as the recipient was in the warn list, but the email can still be sent.
...
If we change the recipient to aagarwal@getvisibility.com, agent will give only a warning as the recipient was in the warn list, but the email can still be sent.
...
| Anchor | ||||
|---|---|---|---|---|
|
WriteMetadataTags :-
This property will capture the details about the agent in office applications. The below screenshot is from the config file.
...
Additional feature to classify the documents/emails. Few examples are: Internal/Restricted/ External/Limited
AutoLabelling
This optional feature allows to automatically classify with a default label all newly created docs in Word, Excel,Powerpoint and Outlook emails. It is possible to individually set the default label for each plugin individually. User will be able to select the classification label that he wants to apply to documents and email and when there is edit or change in the file and the file is saved the selected classification will be applied. Setting Autolabelling will allow the user to not to classify the documents every time the file is printed or saved, the classification will happen automatically.
...
While using the expert mode the user has to be extra careful about the small details like punctuations and formatting of the file, else the agent will through and error like below.
...
Reports
There are two reports related to Synergy as shown below:
...
For users of Getvisibility Synergy, this report gives an overview of the security related activity undertaken by users of GVClient agents. It visualises data such as: de-escalations, mis-classifications, and confidential data in infographic form to give organisation’s a quick understanding of the data their users are passing through their network.
...
Agent Management
Agent Management gives the user a high-level status of all the agents installed. Details like Name of agent, the IP address and When was the agent last seen is shown on this dashboard. User can also see if the agent is Online or not. The facility to filter the agent based on Name, Health and State also is provided.
...
Administration
Pattern Matching
Using Pattern Matching UI you can view, save, create and edit regex pattern, then the backend will process it and agent give suggestions based on the regex created.
...
User also has the option to ignore the suggestion and use any other values to classify.
User Management
Using the user management users will be able to create new users to access the application. There are 2 ways to create new users:
...
| Expand | ||||||
|---|---|---|---|---|---|---|
|
End of Document