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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

Artem Kalaitan

25-July-2022

V2

V 2.10

Ashima Agarwal

Artem Kalaitan

10-Aug-2022

V4

V 2.10

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Agent Configuration

Login into system and Navigate navigate to the agent configuration

Login into the GV application Getvisibilityapplication using the credentials given to you

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Compliance

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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Classification

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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Keep clicking on Next to only change the compliance tags.The Last step of the wizard the agent will be displayed.

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Click Finish and following message will be displayed

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MS Office Plugins

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 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 allows the user to set various policies to enforce on documents in MS Office applications.

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Keep clicking on Next to only change the compliance tags. The Last step of the wizard the agent will display:

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The Force option 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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The Warn option has been selected. The ,user can Dismiss the notification before printing. This will be disabled when the user selects Force. There will be no notification for the Log & Ignore.

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The lower classification option has not been selected. The So user is not be allowed to lower the level of classification on the document and all the lower classification options are disabled:

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Outlook Plugins

This functionality will allow the user users to configure 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 .

  • Click on the Expert Mode

  • Scroll down to the OutlookConfiguration section

  • Add the values.

    • It can be seen below that OutlookPluginActive is set to True in expert mode as an example.

  • Click on the Finish Button

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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 Getvisibility 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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  • Click on the Configuration Wizard Mode

  • There is are total of 12 steps in Wizard and Outlook Plugin is on the third step.

  • As seen below the user has selected Outlook option

  • Then click Next.

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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:

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  • Click Finish and the settings will be applied.to apply configuration

  • 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 .

  • Getvisibility icon will be enabled.

  • Clicking on icon will show the compliance and classifications box should be displayedfor user to classify document.

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Outlook Policies & Visual Tagging

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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  • If tagOnPrint = Warn, the user will be able to send the email without classifying it. The option to Dismiss is to send the email and OK is to classify the email.

  • And if the tagOnPrint = Log&Ignore then no notification will be displayed.

  • allowUnclassifiedAttachments = Block, the user cannot send the any attachment in the email without classifying it.

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  • allowUnclassifiedAttachments = Warn, the user will be able to send the attachment in the email without classifying it but the agent will give a warning like as shown below.

  • allowUnclassifiedAttachments = Log&Allow, the user will be able to send the attachment in the email without classifying without any warning.

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minAttachmentsTag = Block, in this case the attachment is highly confidential, and the email is on lower level of classification, so the agent will not allow to send sending the email. The user will have to change the classification of either the attachment or the email, else will not be able to send the email.

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autoClassifyReplyForwardEmails = False, the user has the option to set the classification for the forwarding/reply email and as seen below the original email is classified as internal but that is not inherited to while forward/reply email.

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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.

  • Click on the Configuration Wizard Mode

  • There is total 12 steps in Wizard and Outlook polices starts from 6th step.

  • Below we will see the settings on the wizard and the result for the same.

  • The Header is selected on the wizard and footer is left blank

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Verify the setting on outlook we can see the header but the not the footer.

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If the user changes the setting and footer is added the config and the wizard and outlook will look as below:

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Configure Emails

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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Generic Settings

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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Expand
Include Page
Getvisibility Reseller Keycloak Quick Installation Guide
Getvisibility Reseller Keycloak Quick Installation Guide

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