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Security Explorer 9.9 - User Guide

Table of Contents

Getting Started with Security Explorer

Starting Security Explorer

Using the Navigation pane Using the Objects pane Using the Permissions pane

Customizing the view

Choosing an interface mode Using the Tasks tab Using the status bar Using the loading progress bar Managing module buttons

Completing a process

Managing permissions

Viewing permissions Granting permissions

Using the Browse tab to grant permissions Using the Grant task

Revoking permissions

Using the Browse tab to revoke permissions Revoking permissions on unknown accounts Revoking permissions on disabled accounts Using the Revoke tasks

Cloning permissions

Using the Browse tab to clone permissions

Selecting users and groups manually Selecting users and groups automatically Updating permissions relating to a user's SID history Importing users and groups

Using the Clone task

Creating permission templates Copying permissions Copying permissions to subfolders and files Setting ownership

Using the Browse tab to set ownership Using the Set Ownership task

Modifying permissions Reducing permissions to read only Managing group memberships Renaming accounts Deleting permissions

Deleting permissions by searching

Printing permissions

Running a report using the Browse tab Running a report using the Reports or Tasks tab

Using the Browse tab to search Managing saved searches Adding a search scope Setting search criteria

Group and user search criteria Permission search criteria Folder and file search criteria Service and task search criteria Group and user search criteria Advanced search options Registry key search criteria

Using the Search tasks Replacing permissions Scheduling a search Managing search tasks

Managing security

Backing up security

Using the Browse tab to back up security Using the Backup task

Scheduling a backup Using the backup scheduler Restoring security

Setting advanced options for the restore process

Comparing security Purging backup files Scheduling a backup purge Exporting security

Using the Browse tab to export security Using the Export task Scheduling an export Managing export tasks

Managing objects

Managing folders and files

Creating a new folder Deleting a folder or file Viewing folder and file properties Showing open files Opening files Editing files Opening a folder in Windows Explorer

Managing shares

Creating a new share Removing a share Finding a share path

Managing registry keys

Creating a new registry key Deleting a registry key Modifying registry values

Managing services

Starting, stopping, pausing, or restarting a service Setting logon accounts Changing the password for a logon account Scheduling logon account password changes Removing a service Modifying service properties

Running a task Setting account information Creating a new task Copying a task Exporting a task Removing a task Modifying task properties

Managing groups and users

Viewing accounts Creating a new group Creating a new user Modifying group and user properties Modifying group or user Active Directory properties Modifying properties of multiple users Modifying group memberships Viewing group and user memberships Changing user passwords Modify memberships of multiple local groups Clearing the local administrator group Deleting groups and users Creating a new Managed Service Account Modifying Managed Service Account properties Modifying Managed Service Account Active Directory properties Viewing Managed Service Account memberships Deleting Managed Service Account

Managing Favorites

Adding Favorites Exporting Favorites Importing Favorites Removing Favorites

Managing Enterprise Scopes

Creating an Enterprise Scope while browsing Creating an Enterprise Scope Editing an Enterprise Scope Removing an Enterprise Scope

Updating licenses Managing network drives

Mapping a network drive Disconnecting a network drive

Working with Microsoft SQL Server

Viewing SQL Server permissions Granting SQL Server permissions Revoking SQL Server permissions Cloning SQL Server permissions Modifying SQL Server permissions Searching for SQL Server objects and permissions

Setting SQL Server search criteria

Backing up and restoring SQL Server security Exporting SQL Server database permissions Managing SQL Server objects

Copying SQL Server objects Copying SQL Server permissions Managing SQL Server databases

Adding a new database role Removing a database role Modifying a database role Adding a new database user Removing a database user Modifying a database user Adding a new schema Removing a schema Modifying a schema

Managing logins

Adding a new login Removing a login Modifying a login

Managing server roles

Adding a server role Removing a server role Modifying server roles

Managing Security SQL Reporting Services

Managing system roles

Creating a new system role Deleting system roles Modifying a system role

Managing catalog roles

Creating a new catalog role Deleting catalog roles Modifying a catalog role

Managing catalog items

Granting SSRS permissions Revoking SSRS permissions Cloning SSRS permissions Searching for SSRS permissions Modifying SSRS permissions Copying SSRS permissions Deleting SSRS permissions Exporting SSRS permissions Backing up and restoring SSRS permissions

Setting options for SQL Server Modifying SQL Server security settings Managing SQL Server network settings

Working with Microsoft Exchange

Checking minimum requirements Viewing Exchange permissions Granting Exchange permissions Revoking Exchange permissions Cloning Exchange permissions Searching for Exchange server objects and permissions

Setting Exchange security search criteria

Backing up and restoring Exchange server security Modifying Exchange permissions Managing Exchange group memberships Exporting Exchange security permissions Creating Exchange databases Creating public folder mailboxes Managing Exchange administrators

Adding Exchange administrators Modifying Exchange administrators Deleting Exchange administrators

Managing Exchange distribution groups Managing mail contacts

Creating mail contacts Modifying mail contacts Deleting mail contacts

Managing mail users

Creating mail users Modifying mail users Deleting mail users

Managing mailboxes

Creating mailboxes Modifying mailbox settings Deleting mailboxes

Managing mailbox folders

Creating mailbox folders Managing permissions on mailbox folders for multiple users Deleting mailbox folders

Managing public folders

Creating public folders Modifying public folder settings Deleting public folders

Using role based access control

Managing user roles

Adding a user role Modifying user roles Deleting user roles

Managing role groups

Adding role groups Modifying role groups Deleting role groups

Creating assignments Modifying assignments Deleting assignments Creating child roles Modifying child roles Deleting child roles Adding entities Modifying entities Deleting entities

Managing custom scopes

Creating a custom scope Editing a custom scope Deleting custom scopes

Setting options for Exchange security

Working with Microsoft SharePoint

Using the SharePoint menu Adding SharePoint farms or sites Managing SharePoint farms or sites Previewing SharePoint objects Deploying the SharePoint web service Deploying the SharePoint web service manually Managing SharePoint permissions

Viewing SharePoint permissions Granting SharePoint permissions Revoking SharePoint permissions Cloning SharePoint permissions Modifying SharePoint permissions Modifying SharePoint permissions levels Repairing limited access permissions Removing permissions on deleted accounts Removing permissions on disabled accounts

Managing SharePoint groups Removing accounts from SharePoint groups Searching for SharePoint objects

Setting SharePoint security search criteria

Group and user search criteria Permission search criteria SharePoint Search Criteria

Modifying SharePoint properties Backing up and restoring SharePoint security Exporting SharePoint permissions

Deleting export tasks

Setting SharePoint options Removing the SharePoint web service Removing the SharePoint web service manually

Working with Access Explorer

Access Explorer components

Managed domain Registered forest Managed computer Access Explorer agent Scopes Database Service accounts

Setting up Access Explorer

Setting up the Access Explorer database Setting up the first managed domain (includes the service account)

Updating Access Explorer configuration

Adding managed domains Adding forests Editing managed domains or forests Adding service accounts Editing service accounts Deleting service accounts

Collecting Access Explorer data

Setting up a managed computer Installing the Access Explorer agent locally Installing the Access Explorer agent remotely

Windows Servers NAS Servers Clusters

Managing managed computers Modifying managed computer properties

Adding a keyword Changing the scan schedule Modifying the scope of a scan

Managing Access Explorer agents

Viewing agent details Changing the service account Adding an agent to a locally-managed computer Adding an agent to a remotely-managed computer Removing a managed computer Restarting an agent Understanding the status of your agent

Viewing Access Explorer objects

Viewing groups and users Viewing computers Viewing resource groups Viewing permissions

Searching Access Explorer servers Using the Access Explorer permission wizard

Changing all permissions Cloning all permissions Deleting all permissions Exporting all permissions Backing up permissions

Setting options for Access Explorer

Working with Microsoft Active Directory

Viewing Active Directory permissions Granting Active Directory permissions Revoking Active Directory permissions Cloning Active Directory permissions Searching for Active Directory objects Modifying Active Directory permissions Modifying group memberships Modifying Active Directory properties Deleting Active Directory permissions Backing up and restoring Active Directory security Exporting Active Directory permissions

Using the Active Directory Export task

Setting options for Active Directory Security

Customizing Security Explorer

Setting general options Setting view options Setting alternate credentials for workgroups Setting alternate credentials for services and tasks Setting alternate credentials NAS devices Setting advanced options Controlling access to Security Explorer

Using the command line

Opening a command prompt window SxpBackup.exe SxpClone.exe SxpExport.exe SxpGrant.exe SxpHomeDir.exe SxpInheritance.exe SxpOwner.exe SxpRestore.exe SxpRevoke.exe SXPActiveDirectoryBackup SxpSearch.exe

Using PowerShell cmdlets

What are cmdlets? Using Security Explorer cmdlets

Creating or editing the PowerShell.exe.config file Installing Security Explorer cmdlets Installing Security Explorer cmdlets manually Removing Security Explorer cmdlets

Using cmdlets to set up Access Explorer

Creating the Access Explorer database Adding a service account Adding a domain to manage Adding managed computers

Using cmdlets to get information about Access Explorer objects

Getting service account information Getting managed domain information Getting managed computer information Getting security information for a resource Getting resource access information

Using cmdlets to manage Access Explorer agents

Identifying agents on a managed computer Changing the agent configuration on a managed computer Restarting the agent Restarting a single agent Updating an agent Changing the service account password Changing the SQL account password

Using cmdlets to remove Access Explorer objects

Removing a managed computer Removing a managed domain Removing a service account

Troubleshooting

Repairing inheritance Creating test folders and files Using log files SharePoint web service removal fails Uninstalling Security Explorer

Clusters

To install the Access Explorer agent remotely for a cluster

1

Select Tools | Access Explorer Configuration.

2

Click Configure Access Explorer.

3

Open the Manage Computers tab.

4

Click New Managed Computer, and select Cluster.

5

Select the domain containing the cluster from the list.

Once the domain has been selected, the wizard numerates the clusters available in the domain.


	NOTE: If the selected cluster name is not correct, click Edit Cluster Name to assign the correct name for the rest of the process.

6

Select the cluster to be added to the managed domain and click Next.

The managed cluster has been added to the domain.

7

Select the root folders for the Access Explorer agent to scan for data and click Next.

Only the root folder is marked as selected, but all folders and files beneath the root are included in the selection.

8

Click Browse to select a server (Agent Computer) on which to install the Access Explorer agent.

9

Select a service account that has the necessary permissions to install the Access Explorer agent on the designated Agent Computer.

10

Create a schedule for when the Access Explorer agent scans the managed computer for data.


	NOTE: When selecting to Run On An Interval, it is possible to choose a frequency such that the agent is still busy completing the last scan when the next scan should start. In this case, the scan that could not start on time will be skipped and the next scan will be started as normal.

For remote agents, you must enable the Immediately scan on agent restart or scope change option if you want the agent service to scan immediately when it is added. This option is cleared by default.

11

Click Finish.

As the agent is installed, the status changes to reflect the progress of the installation. When the Status column is OK, the agent is installed. When the initial scan is complete, the Data State column displays Data Available. For information on adding an agent to the cluster, see Adding an agent to a remotely-managed computer.

Managing managed computers

You can monitor your list of managed computers easily on the Managed Computers tab.

The Managed Computer tab is organized by domain name. Next to the domain name, you can quickly see how many of the managed computers are healthy or unhealthy. An unhealthy computer is indicated by a large red dot next to the Name column. Check the Status column for an indicator of the issue causing the unhealthy status.

Table 2. Descriptions of the columns on the Managed Computer tab

The name of the computer being managed, which is the computer that the agent is scanning and reporting data to the Access Explorer database.

The name of the domain in which the managed computer resides.

Management Methods

The type of management used on the managed computer, either Locally Managed or Remotely Managed.

•

Locally Managed indicates the managed computer and the agent computer are the same.

•

Remotely managed indicates the managed computer and agent computer are different.

The name of the server on which the Access Explorer agent is installed.

The status of the agent. The status updates automatically, but you also can click Refresh to update the Status column.

If the status is OK, the agent is running successfully.

The status of the data obtained by the agent. The status updates automatically, but you also can click Refresh to update the Data State column.

If the data state displays data available, the last scan performed was successful and data is in the Access Explorer database.

An optional word that you can add to the Managed Computer properties to help you filter the list. For more information, see Modifying managed computer properties.

To sort a column

•

to sort in descending alphabetical order (Z to A).

•

to sort in ascending alphabetical order (A to Z).

To filter a column

•

in a column heading to display a list of every entry in that column and select a value on which to filter.

•

(Blanks) displays rows with a blank entry in that column.

•

(Non-blanks) displays rows with an entry.

•

(Custom) opens a Custom AutoFilter where you can create a custom filter.

If an empty row is displayed under the column headers, enter text in each column of this row to perform an exact-match search to narrow the results.

To clear a filter

•

With a filter selected for a particular column, click

in that column heading and choose (All).

Modifying managed computer properties

The properties that you can change depend on the type of installation you selected for the Access Explorer agent.

•

For a locally managed computer, you can add a keyword and modify the scope of the scan.

•

For a remotely managed computer, you can add a keyword, modify the scope of the scan, change the service account, and change the scanning schedule.

•

Adding a keyword

•

Changing the scan schedule

•

Modifying the scope of a scan

Adding a keyword

You can assign a keyword to a managed computer to help you sort and filter the list of managed computers.

To add a keyword to a managed computer

1

Select Tools | Access Explorer Configuration.

2

Click Configure Access Explorer.

3

Open the Manage Computers tab.

4

Select a managed computer and click Edit.

Right-click a managed computer and select Edit.

5

On the Details page, type a keyword to identify the managed computer.

6

The keyword displays in the Keyword column. You can sort and filter the Keyword column to help you quickly find a managed computer.

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