Contents
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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 |
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Agent
Agent Configuration
Agent Management
Reports
Administration
Pattern Matching
User Management
Agent
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The link to agent deployment document is added below:
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Agent Configuration
Login into system and Navigate to the agent configuration
Login into the GV application using the credentials given to you
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The agent configuration page will be opened by default.
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The dashboard UI offers a wizard to set/update an agent configuration. There are three possible ways to put in setup the configuration:
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In the below section we will go through the various configurable options that can be done using agent in both Expert mode and Wizard mode:
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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 GDPR, PII, HIPAA, PHI, PCI and so on. GV agent gives the user 2 options to customize/configure the compliance as per their requirements.
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Using the Expert mode, the user can add the compliance by making changes in the Jason file on the agent itself. One can add custom compliance or any of the standard compliance.
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Click on the OK button and the user if returned to the main GV agent configuration page.
To verify the Configuration, open a word document, click on the GV icon on the top right of ribbon and the user will be able to see the custom tags.
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Using the Wizard mode, the user can select the compliance by selection the check box on screen.
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To verify the Configuration, open a word document, click on the GV icon on the top right of ribbon and the user will be able to see the selected tags.
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Data classification is broadly defined as the process of organizing 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.
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Using the Expert mode, the user can add the classification tags by making changes in the Jason file on the agent itself. One can add custom classification or any of the standard classification.
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Click on the OK button and the user if returned to the main GV agent configuration page.
To verify the Configuration, open a word document, click on the GV icon on the top right of ribbon and the user will be able to see the custom tags.
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Using the Wizard mode, the user can select the classification by selecting the radio button on screen.
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This functionality will allow the user to select which MS Office application the configuration will be applicable to.
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Using the Expert mode, the user can enable/disable the Office Plugins by making changes in the Jason file on the agent itself.
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To verify the Configuration, open a word document, user will see that the GV icon on the top right is disabled, and user will not be able to click it.
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Using the Wizard mode, the user can select the which application the configuration will be applicable to by selecting the check box on screen.
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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
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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.
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Expert Mode
Using the Expert mode, the user can enable/disable the policies related to office by making changes in the Jason file on the agent itself.
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As excelTextForwardingActive = False, text from the MS office app will not be sent to classifier for suggestions.
The PowerPoint Subtitle is be displayed and the Title is blank as per the config set above.
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AutoLabelling:
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Wizard Mode
Using the Wizard mode, the user can enable/disable the policies related to MS office by making changes in the on the screen directly.
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This functionality will allow the user to select Outlook application to set the configuration.
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Expert Mode
Using the Expert mode, the user can enable/disable the Outlook Plugins by making changes in the Json file on the agent itself.
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Configuration saved successfully’ message will be displayed on the screen along with the OK button.
To verify the Configuration, open Outlook, user will see that the GV icon on the top right is enabled, and user will be able to click it and classify the email, if the OutlookPluginActive = false the same icon will be disabled.
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Wizard Mode
Using the Wizard mode, the user can enable/disable the Outlook Plugins by making changes in the agent screen.
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This functionality will allow the user to set various polies that the user would like to enforce on documents when using Outlook.
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Expert Mode
Using the Expert mode, the user can enable/disable the policies related to office by making changes in the Jason file on the agent itself.
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autoClassifyReplyForwardEmails = True, As seen below while forwarding the email, it has inherited the classification from the original email.
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Wizard Mode
Using the Wizard mode, the user can enable/disable the policies related to Outlook by making changes in the on the screen directly.
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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.
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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.
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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.
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Wizard Mode
Using the Wizard mode, the user can enable/disable the policies related to Outlook by making changes in the on the screen directly.
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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.
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WriteMetadataTags :-
This property will capture the details about the agent in office applications. The below screenshot is from the config file.
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In the MS Word the details can be seen as below:
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SelectableByWhitelist:
Based on the distribution list, the email addressed in this list will be the once that the outlook plugin will allow sending emails to.
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plugin will allow sending emails to.
AllowInternalToExternal:
Based on the distribution list, this property allows to share a file in outlook irrespective of the distribution value.
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MaxNumberOfRecipients:
This property allows to set the maximum number of people the user wants to send the email to.
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SuggestionOptions:
This tag will allow the user to configure the options user want to show while showing the suggestion box on Ms office or Outlook.
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AgentDialogConfiguration
This tag will allow the user to customize the options user want to show while show like compliance, classification etc.
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DistributionTags:
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.
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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.
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Reports
There are two reports related to Synergy as shown below:
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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.
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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 filer the agent based on Name, Health and state is provided.
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Administration
Pattern Matching
User Management
End of Document