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Metalogix ControlPoint 8.5 - O365 User 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 Default Menu Options for ControlPoint Online Users 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 files

·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

Bulk 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 format

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 files (and you are a member of the ControlPoint Quarantine Administrators group)

see Managing Quarantined Files.

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.  

 

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 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 Scanned Files

Use the Manage Scanned Files operation to review and act on files that have been scanned for compliance.  You can:

·apply filters to further refine the results that display in the grid

·choose to "ignore" (that is, hide from the grid) files that do not require review or action

·link to individual files to review their content

·remove files from SharePoint.

To manage scanned documents:

1.In the SharePoint Hierarchy, select the object(s) containing scanned documents that you want to review/act on.

2.Right-click and choose Compliance > Manage Scanned Files.

Manage Scanned Files

3.To filter items that display in the grid:

·Enter a full or partial file name in the File Name Contains field, and/or select specific Search Terms from the drop-down.

Manage Scanned Files FILTERS

·If you want to Include Ignored Files and/or Include Quarantined Files (which are hidden by default), check the applicable box(es).

REMINDER:  "Ignore" is a status that you can apply to files that you do not want to display in the grid by default (because, for example, they do not require further review or action).

·Click [Apply Filters].

Note that if you chose to include Ignored or Quarantined files, they will be labeled as such in the Status field.

TIP:  If you want to review quarantined and/or Ignored files specifically, sort on the Status column to group these files together.

Manage Scanned Files RESULTS

Now you can:

·open a file whose contents you want to review (by clicking the File Path link)

Manage Scanned Files LINK

AND/OR

·select files on which you want to perform an action, then click the appropriate action button: [Remove from SharePoint], [Ignore], [Unignore].

Note that when a file is removed from SharePoint it no longer displays in the grid.

Removing Scanned Files from SharePoint

If you attempt to remove one or more files from SharePoint, you will be prompted to confirm your selection.  Unlike the Sensitive Content Submission Maintenance feature, you can remove individual files which has been quarantined.

If you delete an item that has attachments, the attachments will automatically be deleted along with the item.

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