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Metalogix ControlPoint 8.2 - for Office 365 Administration Guide

Getting Started with ControlPoint Using Discovery to Collect Information for the ControlPoint Database Cache Searching for SharePoint Sites Managing SharePoint Objects Managing Audit Settings Managing Metadata Managing SharePoint User Permissions Data Analysis and Reporting Scheduling a ControlPoint Operation Saving, Modifying and Executing Instructions for a ControlPoint Operation Provisioning SharePoint Site Collections and Sites Using Sensitive Content Manager to Analyze SharePoint Content for Compliance Using ControlPoint Sentinel to Detect Anomalous Activity About Us

Managing Compliance Action Scan Results

Members of the ControlPoint Compliance Administrators group can view and take action on Content Analysis scan job results returned by the Metalogix Sensitive Content Manager via the Compliance Summary page.  You can:

·view the details of a Compliance Action job

·apply Compliance Actions

·view detailed information about scan results for individual items (and reclassify items that returned from Metalogix Sensitive Content Manager with a status of "Unable to Classify")

·if you are also a member of the ControlPoint Quarantine Administrators group, manage quarantined items

·save items of a particular severity level as a selection that can be used to perform ControlPoint operations.

To manage Compliance Action scan results:

1Select the object(s) containing the scan jobs you want to view/edit.

2Choose Compliance > Compliance Summary.

NOTE:  You can also access this page for a specific job from the Analyze Content page, via the Page View link

3If you want to view jobs for a different date range, change the Start and/or End dates and click [Find Scan Jobs].

4Select the type of scan jobs you want to view/edit.  Use the information in the following table for guidance.

If you want to view ...

Select ...

all jobs submitted to Metalogix Sensitive Content Manager via the ControlPoint Analyze Content action, regardless of whether Compliance Actions were applied

Real time scans.

all jobs for which Compliance Actions have been applied.

Compliance Action jobs.

5Click [Find scan jobs].

6Select the job whose details you want to view.

The following details about the selected job display beneath the grid:

·Classification Result Counts - The number of items that fall into each classification

·Scan information - Description of and metrics associated with the job itself

·Scan Results Summary - A pie chart that shows the distribution of items among classifications.

Compliance Summary CLASSIFICATION RESULTS

To save items of a selected severity as a ControlPoint selection:

1.Select a classification from the Download icon drop-down then click [Get Selection].

Compliance Summary Save Selection

2Follow the procedure for Saving and Re-Using a SharePoint Object Selection.

Acting on Compliance Analysis Results

From the Compliance Summary page, you can take a number of compliance actions on returned SCM scans.  Use the information in the following table to determine the appropriate action to take.

NOTE:  Any option that is not valid for the result set is not available for selection.  For example, if you are viewing Compliance Action jobs, the option to Apply Compliance Actions will be disabled.

If you want to ...

Then ...

view more detailed information about scan results for individual items (and, optionally, export results for closer analysis)

·from the Sensitive Content Submission Maintenance page,select the applicable Detailed Analysis View link.

OR

·from the Compliance Summary page, click [View Detailed Classification Analysis].

Detailed Security Classification Analysis

Note that there is a separate tab for each classification, with detail about each item for which scan results were returned.

If you want to download a tabs-worth of results:

a)Choose one of the following export formats:

§XLS format (for opening in a pre-2007 version of Excel)

§Excel XML format (for opening in Excel 2007 or later)

§PDF formal

b)Click [Export].

re-classify an item that returned "Unable to Classify"

see Reclassifying Items Returned as Unable to Classify.

If you want an action to be taken on any items that were returned by Metalogix Sensitive Content Manager as 'Unable to Classify,' you must reclassify them before applying Compliance Actions to the scan job.

manage quarantined items (and you are a member of the ControlPoint Quarantine Administrators group)

see Managing Quarantined Items.

apply Compliance Actions to the selected job

a)From the Compliance Summary page, click [Apply Compliance Actions].

NOTE:  This option is not available if you filtered results by Compliance Action Jobs.

b)Either:

§select a previously-defined Compliance Action from the drop-down

OR

§define a new Compliance Action.

WARNING:  If you choose to Update Existing Compliance Actions, the changes will be applied to all scan jobs that use it going forward.  This is especially noteworthy in the case of ControlPoint Policies, because once the policy is created the most current definition of the Compliance Actions is applied automatically based on scan results.

 

Compliance Summary ACTIONS

c)When finished, click [Apply actions to current scan].

view items for which Compliance Actions have been taken

from the Compliance Summary page,, click [View Items Affected by Compliance Actions].

PII Compliance Action Details

Note that there is a separate tab for each action taken, with a list of items and the associated classifications returned by Metalogix Sensitive Content Manager.

If you want to download a tabs-worth of results:

a)Choose one of the following export formats:

§XLS format (for opening in a pre-2007 version of Excel)

§Excel XML format (for opening in Excel 2007 or later)

§PDF formal

b)Click [Export].

download items of a particular severity level (Mild, Moderate. or Severe) as a reusable selection on which you can perform ControlPoint operations

a)from the Compliance Summary page drop-down to the right of the Download icon icon, select a Classification (Severity Level).

Severity Level Dropdown

b)Click [Get Selection].

Severity Level Download GET SELECTION

You can now download and save the file, then upload it as a selection when performing a ControlPoint operation that involves list items. See Saving and Re-Using a SharePoint Object Selection.

Reclassifying Items Returned as Unable to Classify

If an item is returned from Metalogix Sensitive Content Manager with a Classification of 'Unable to Classify,' it means that the service detected "probable" sensitive content but was unable to classify it definitively as sensitive content. You can, however, review the file and apply a classification manually before applying a Compliance Action to the scan job.

If you want an action to be taken on any items that were returned by Metalogix Sensitive Content Manager as 'Unable to Classify,' you must reclassify them before applying Compliance Actions to the scan job.

To reclassify items returned as 'Unable to Classify':

1From the Detailed Security Classification Analysis page, select the Unable to Classify tab.

2Select the item(s) to which you want to apply a a particular classification.

PII Unable to Classify SELECTION

NOTE:  If you want to review the contents of an item before assigning a classification, click the URL link to open the item.

3Select a classification from the drop-down, then click [Reclassify].

Unable to Classify RECLASSIFY

You will be prompted to confirm the action before continuing.

CAUTION:  Once you reclassify an item, the drop-down becomes disabled and the item cannot be reclassified again.  If Compliance Actions have already been applied to the scan job containing the item(s), the Reclassify option will no longer appear on the page.

Once an item has been reclassified:

·it will be moved to the appropriate tab for the classification

AND

·the classification change(s) will be reflected on the Compliance Summary page.

Managing Quarantined Items

If you are a member of the ControlPoint Quarantine Administrators group, you can manage items that have been quarantined as a result of a Compliance Action.  When an item is quarantined, it remains in the same location in the SharePoint list, but all permissions—except those of ControlPoint Quarantine Administrators—are removed.

Currently, members of the Quarantine Administators group must

§be a Site Collection Administrator for each site collection containing quarantined content (in order to invoke the Manage Quarantine Documents page from the SharePoint Hierarchy)

OR

§also be a member of the Compliance Administrators Group.

To manage quarantined items:

1Use the information in the following table to determine the appropriate action to take.

If you are starting from ...

Then ...

the SharePoint Hierarchy

a)Select the object(s) containing the quarantined items you want to manage.

b)Choose Compliance > Manage Quarantined Documents.

the Compliance Summary page

a)Make sure the Compliance Action jobs radio button is selected.

b)Select the Scan job containing the quarantined items you want to manage.

c)Click [Manage Quarantined Items].

Manage Quarantined Items

2Select the quarantined item(s) you want to act on.

Manage Quarantined Document

3If you want to review the content of a quarantined item before taking an action, click the Document link in the View column.

Now you can either:

·remove the item from quarantine

NOTE:  When you remove an item from quarantine, it is restored in its original location with the same permissions it had before it was quarantined.

OR

·permanently delete the file(s).

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