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Nova Current - User Guide

Delegation & Policy Control Reporting Tenant Management System Settings About

Virtual Business Boundaries

Virtual Business Boundaries (VBBs) gives system administrators more control over the data that the users within their tenant can see, modify and create reports from. VBBs are not static or confined; they support environments with many different logical overlaps and complexities, such as covering several geographic locations and/or departments. VBBs are designed to fit the intricate needs of the administrator, no matter the size of the environment, over the data in which is most relevant to them and their users.

This includes three concepts, which can be used individually or in combination:

1.Data Anonymization - Administrators have the ability to filter certain data and and data sources from its' users within the boundary, including data that the administrator can anonymize. For example, you can anonymize names, departments and emails from the user.

a.Use case: You want to set up Nova for a particular customer, and you want help desk staff to see data from a particular data source, but you do not want personal identifiable information (PII) to be revealed, such as names and email addresses. Putting these help desk staff into a VBB and anonymizing this data allows this to happen. You can then create another VBB for global administrators with no anonymization, so that these administrators can see the PII.

2.Data Source Restriction - Prevent users from viewing data from certain data sources and specific fields within those sources when viewing and creating reports.

a.Use case: You may have a large complex environment that has many different teams, for example a Teams administration team, a Microsoft Entra ID team and an email administration team, and you only want users to find these particular scopes of data. Here, you can assign a VBB to these individual users in these teams, and add the relevant data sources to these VBBs. Now the users in these VBBs can only see these particular data sources.

3.Data Scope Restriction - Filter the returned data, allowing users in a boundary to see a subset of the data based on a use case. For example, you can filter by country so those uses can only see data about users based in a specific country, or filter by department so users in the boundary only see information about users who are in a certain department.

a.Use case: You have an environment which spans many different countries and departments, but you wish to return reports that only specifies data from the United States for a team in that location. Adding users from the United States, and applying a United States data scope filter to a VBB allows those users to only see data from that location.

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NOTES:

·For Virtual Business Boundaries to take effect in reports, an Microsoft Entra ID field must be included in the report. This field does NOT have to be the same field that is assigned to the boundary.

·Virtual Business Boundaries can only be created and accessed by a System Administrator.

·You can only input individual users when creating boundaries. Adding groups of users is not currently supported.

 

VBBs give system administrators the ability to isolate data for their users. For example:

·Giving Level One support in Germany the ability to only see German users.

·Allowing a Business Unit manager to only see data for its users from within their Business Unit.

·Allowing business users to only see data for specific workloads (SharePoint Online, Teams, Exchange etc).

·Personal Identifiable Information can only be visible for those within certain geographies and/or departments, whilst being restricted to those outside of them.

 

To access Virtual Business Boundaries:

1.Log in to Nova with a user that has the System Administrator role.

2.Open the menu in the top left corner of the navigation menu, and select TMS Client.

3.Click Virtual Boundaries from the left navigation menu.

Creating a boundary

Follow the steps below to create your own boundary:

1.Select the organization you would like to apply the boundary to.

2.Click Add Boundary.

3.Create a boundary name, and add a description if required.

4.Check the Anonymize sensitive information for selected users box if you would like to have sensitive information, such as names and email addresses, hidden for your selected users. See Data Anonymization on this page to find out more about this.

5.Enter the name of the user to add to the boundary, and click on the name from the drop down list.

6.Once all of your chosen users have been added, select Add Users.

7.Revise your selected users. You can remove a user by hovering over the chosen user, checking the circular box, and clicking Remove Users. Once you are done reviewing your users, click Next.

8.Select the data source(s) you would like users in the boundary to see by checking the box. See Data Source Restriction on this page to find out more about this.

9.All data fields are checked by default. Uncheck the data fields you would not like to your users to see, and click Next.

10. Scope Restrictions is where you can narrow the data of the boundary. See Data Scope Restriction on this page to find out more about this. For example, if you would like to narrow the scope of the boundary to apply only to users in the Sales department in the United States:

a.Click Add Filter Group.

b.Click Select field..., then choose Country or region.

c.For Select operator, click is equal to.

d.In the Enter filter value box, enter United States.

e.Click the plus icon, and ensure the operator states And.

f.Click Select field..., then choose Department.

g.For Select operator, choose is equal to.

h.In the Enter filter value box, enter Sales.

i.Click Next.

11. Review the settings you have created. Once you are satisfied, click Create Boundary. This will then appear in the list of created boundaries.

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NOTE: Virtual Business Boundaries will not take effect immediately, and may take up to 30 minutes to operate as normal upon creation.

 

Permissions for each user

By clicking on Check Permissions, and entering the name of a user, you can check the list of permissions assigned to that user, the boundary they have been assigned to, and if data is anonymized for that user. You can download the list of permissions for that user into a .csv file by clicking Download CSV.

 

Downloading boundaries to .csv

You can download a list of created boundaries, including their created and modified dates, to a .csv file by clicking Download CSV.

How to add new users

New users can be added to tenants that you have access so that they can have access to Nova features and services. This is performed in TMS (the Tenant Management System).

These are the steps that you should take:

1.Login to TMS using an account with the System Administrator role.

2.Locate the tenant/container where you want to add a new user and click on it.

TMS-Org

3.Then click on ‘Users'.

Click-on-Users-tab

 

4.You will be shown a list of users who are already associated/invited/active in your chosen tenant. On the ‘invitations' tab,  you can invite a new user. Enter their email address, choose appropriate roles, and click on ‘Invite'.

5.Upon addition of the user, the user then needs to accept the invitation using one of the links below (dependent on which platform the user is operating with):

For the Quest platform: https://account.nova.quest.com/invites

 

You can see invited users on the invitations tab.

 

Once the user has accepted the invitation, the user will appear on the list of users. They are then associated (or linked) to that container/tenant and have a particular role with associated capabilities within that tenant.

 

If a user has access to multiple container/tenants then they should use the Persona menu to switch to different tenants:

persona-menu

To learn more about the Persona menu, see this section.

Nova remembers which tenant and role a user was last using, so the next time that user logs into Nova it takes the user back to the same place. This happens across browsers, and across sessions.

 

What is an association?

In the above description we have mentioned ‘association' several times, this is essentially a link between your user account, and a tenant, via a particular role. In some organizations there is a one-to-one link, in other organizations a single user might have access to multiple Office 365 tenants. It is also possible for the same user to have different access levels in different organizations. In other words they would have different roles. Let us say we have multiple tenants in an organization, as shown below:

TMS-Org

 

An account, can have different roles in different tenants in this structure.

users-on-software-training-tenant

 

Users-on-Staging-tenant

And in fact might not have access to certain tenants in the structure.

Removing a user

To see how to from your tenant, see this section.

Adding additional service accounts

Microsoft Office 365 implements a series of throttling policies on Office 365 tenants that can inhibit the collection of reporting data for Nova customers.

In order to improve the reliability and speed of the data collection process, we recommend that Office 365 tenants with more than 10,000 users take advantage of our Multiple Service account feature.

By adding multiple Nova service accounts, you will help ensure that reporting data is updated in a timely manner without impacting your Office 365 tenant. These service accounts do not require a Microsoft Office 365  which means that taking advantage of this feature does not add any cost to your Office 365 subscription.

Getting started

Before we begin, you must create some additional accounts within your Office 365 environment with the correct permissions.

For simplicity, we recommend that these service accounts are named as follows:

NovaDPC@<domain>.onmicrosoft.com

NovaDPC1@<domain>.onmicrosoft.com

NovaDPC2@<domain>.onmicrosoft.com

etc

To create the service accounts for DPC, please follow the steps outlined at this section.

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NOTE: If you are using the SharePoint Online Reports module, you will also need to give this account the correct permissions to the SharePoint Online Site Collections you are reporting on – you can find the steps to do so at this section.

Alternatively, you can create a Security Group in Office 365 with these correct permissions and add the Nova Service accounts into this security group.

Adding these accounts to Nova

To add an additional service account,

1.Log in to your tenant as an administrator at https://account.quadro.tech

2.Go to the My Organization tab

3.Select your tenant

4.Click ‘add account'.
TMS1

 

An expansive section on service accounts can be found here.

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