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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 common compliance regulations and labels are: GDPR, PII, HIPAA, PHI, PCI. Getvisbility agent gives the user two options to customise and configure compliance as per their requirements.
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Using Expert Mode, the user can add compliance tags by making changes in the agent 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 have been added
Click on the Finish
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‘Configuration saved successfully’ message will be displayed on the screen along with the OK button.
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Using the Wizard modeMode, the user can select the compliance by selection tags selecting the check box on screen.
Click on the Configuration Wizard Mode
Below, GDPR/PII has been selected as a compliance tag. Click Next.
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Keep clicking on Next if you to only want to change the compliance tags. The Last step of the wizard is displayed below.
Click Finish and following message will be displayed
To verify the Configuration, open a word Word document, click on the Getvisibility icon on the top-right of the ribbon. The user will be able to see the selected tags.
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Data classification is broadly defined as the process of 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 Getvisibility classification is Public, Internal and Confidential.
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Using Expert Mode, the user can add classification compliance tags by making changes in the agent configuration JSON file on the agent itself. One can add custom classification compliance or any of the standard classificationcompliance tags.
Click on the Expert Mode
Scroll down to the classification section
Add the values.
It can be seen below that CustomClassification has been added in expert mode as an example.Expert Mode
Click on the Finish Button button
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‘Configuration saved successfully’ message will be displayed on the screen along with the OK button.
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Click on the OK button and the .The user if is returned to the main GV Getvisibility agent configuration page.
To verify the Configuration, open a word 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 custom tags.
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Using the Wizard mode, the The user can select the classification by selecting the radio button on screen.
Click on the Configuration Wizard Mode
The user has selected Commercial Option as classification
Click Next.
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Keep clicking on Next if you to only want to change compliance and on the the compliance tags.The Last step of the wizard the agent will display as belowbe displayed.
Click Finish and following message will be displayed
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To verify the Configuration, open a word 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.
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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 agent configuration JSON file on the agent itself.
Click on the Expert Mode
Scroll down to the Office Configuration section
Add the values.
It can be seen below that wordPluginActive is set to FALSE in expert mode as an example.
Click on the Finish Button button
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To verify the Configuration, open a word Word document, the user will see that the GV Getvisibility icon on the top-right is disabled, and . The user will not be able to click it.
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Using the Wizard modeMode, the user can select the which application the configuration will be applicable to by selecting the check-box on screen.
Click on the Configuration Wizard Mode
As seen below I have , the user has selected only Word Plugin as my the option and click . Click Next.
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Keep clicking on Next if you to only want to change compliance and on the the compliance tags. The Last step of the wizard the agent will display as below.:
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Click Finish and the settings will be applied.
To verify the Configuration, open a word Word document, and the user should be able to view the GV Getvisibility icon and if the user clicks on the icon the compliance and classifications box should will be displayed.
To verify the Configuration, open a excel Excel document, user will see that the GV Getvisibility 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 allows the user to set various polies that the user would like policies to enforce on documents in MS Office applications.
Expert Mode
Using the Expert mode, the user can enable/disable the policies related to office MS Office by making changes in the agent configuration JSON file on the agent itself.
Click on the Expert Mode
Scroll down to the OfficeConfiguration section
The polies that we can set are as belowavailable policies:
Header: - This will add a Header to the document. User The user can leave it empty or customize customise it as needed
Footer: - This will add a Footer to the document. User The user can leave it empty or customize customise it as needed
Watermark: - This will add a Watermark to the document. User The user can leave it empty or customize customise it as needed
TagBeforePrint: - Using this This option you can will Force, Warn or Log & Ignore (allow) the user to classify any document before printing.
TagDirtyBufferOnSave: - Using this This option you can will Force, Warn or Log & Ignore (allow) the user to classify any document before saving
AllowDescalation: - This option allows the user to lower the classification level of a classified document.
ExcelTextForwardingActive: This is a scraping feature, it tells the plugin to scrape the text from within the an app like Word or Excel and then forward it to the classifier for a suggestion, user can enable or disable this feature . This option can be set using True or False.
PowerpointSubtitle:- This will add a Subtitle to the PowerPoint. User can leave it empty or customize it as needed. This policy is optional.
PowerpointTitle:- This will add a Subtitle to the PowerPoint. User can leave it empty or customize it as needed. This policy is optional.
Example of Config is as below:
OfficeConfiguration :-
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"header": "<span>Classified as {classification} by |
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Getvisibility®</span>", |
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"footer": "", |
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"watermark": "", |
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"tagDirtyBuffersOnSave": "force", |
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"tagBeforePrint": "ignore", |
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"allowDeEscalation": false, |
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"excelTextForwardingActive": false, |
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"powerpointSubtitle": "<span style = \"color:#556b2f;\"><strong>{classification}/{distribution}</strong></span>" |
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, "powerpointTitle": "" |
Click on the Finish Button button
Verify the documents based on the config above
As per the config the user should be able to see the header and the footer, . The watermark should be blank as displayed below.
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If the user has manually edited the header or footer and then changed the classification of the document the agent will show a dialog box showing the a notification for placing the new location of the classification like below:.
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The user selected Header Corner has been selected and as seen below the classification is placed in the corner without overriding the original header.
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As tagDirtyBuffersOnSave = Forceis configured, the user cannot save the document without classifying it. The option to Dismiss the notification is disabled which will be enabled when the tagDirtyBuffersOnSave = Warnis used.
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As tagBeforePrint = Warnis configured, the option to Dismiss the notification is enabled which will be disabled when the tagBeforePrint = Force and there is used. There will be no notification the when tagBeforePrint = Log & Ignore is used.
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As allowDeEscalation = False is configured, the user will not be allowed to lower the level of classification on the document and all the lower classification options will be disabled:
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As
excelTextForwardingActive = Falseis configured, text from the MS office 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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Wizard Mode
Using the Wizard modeMode, the user can easily enable/disable the policies related to MS office by making changes in the on the screen directly.
Click on the Configuration Wizard Mode
Navigate to Word, Excel, PowerPoint Policies
Keep clicking on Next if you to only want to change compliance and on the the compliance tags. The Last step of the wizard the agent will display as below.:
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Click Finish and the settings will be applied.
Verify the documents based on the selection above
As per the selection The user should be able to see the header and the footer, the watermark should be blank as displayed below.:
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As user selected The Force option , the has been selected. The user cannot save the document without classifying it. The option to Dismiss the notification is disabled which will be enabled when the user selects Warn.
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As User selected The Warn option , the has been selected. The user can Dismiss the notification while before printing which . This will be disabled when the user selects Force and there . There will be no notification for the Log & Ignore.
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The user had not Checked the option where he can lower the classification so the he will classification option has not been selected. The user is not be allowed to lower the level of classification on the document and all the lower classification options will be are disabled:
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This functionality will allow the user to select Outlook application to set the configurationconfigure the Outlook classification plugin.
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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Keep clicking on Next if you only want to change compliance and on the Last step of the wizard the agent will display as below.:
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Click Finish and the settings will be applied.
To verify the Configuration, open a word document, and the user should be able to view the GV icon and if the user clicks on the icon the compliance and classifications box should be displayed.
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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 JSON 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 filter the agent based on Name, Health and State also 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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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:
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