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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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Login into system and Navigate to the agent configuration
Login into the GV application using the credentials given to you
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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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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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This functionality will allow the user to select which MS Office application the configuration will be applicable to.
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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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This functionality will allow the user to select Outlook application to set the configuration.
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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 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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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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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
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.
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Click on the Add New Button to create a new Regex pattern, a new window will open to enter the regex pattern
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Add a new regex pattern, we are creating a regex for Student ID which is made of 7 digits and 2 letters
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The tags and be added for the new regex as shown below and click on Create
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As you can see the new pattern in created but right now it is unpublished
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User also has the option to Edit/Delete the regex patten
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After clicking on Publish, the classification services starts so that the backend can process the new regex pattern
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User can see the confirmation message for published changes:
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Once the changes are published wait for few minutes, then open the document and enter the regex pattern you had created, in this example we had created for 7 digits and 2 letters.
As you can see below we have entered the student ID as per the regex and we can see the agent giving us the suggestion that is is GDPR/PII:100% and Classification as Confidential.
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User can then select on Use Suggested; GDPR/PII and Confidential will get selected and the documents will be classified.
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User also has the option to ignore the suggestion and use any other values to classify.
User Management
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