Before you can use ControlPoint to analyze content for compliance:
·Metalogix Sensitive Content Manager version 2.0 or later must be installed on a server in your environment. Refer to the Metalogix Sensitive Content Manager Server Installation Guide, which is available on the Quest Support Technical Documentation page.
·The latest version of ControlPoint Sensitive Content Manager Service must be installed. (As of version 8.4, the Sensitive Content Manger Schedule Job option is no longer available as an alternative.)
IMPORTANT: If you have upgraded from an earlier version of Metalogix Sensitive Content Manager, Any Custom Profiles, pending content submissions and/or ControlPoint Policies that use older Profiles may need to be re-created. Contact Quest Support for assistance.
Details can be found in the Metalogix ControlPoint Administration Guide.
Only individuals who have been added to the following group(s) in the ControlPoint Configuration Site will be permitted to perform Compliance actions:
·ControlPoint Compliance Administrators - Individuals permitted to access ControlPoint Compliance functionality.
·ControlPoint Quarantine Administrators - Individuals permitted to manage quarantined content.
Currently, members of the Quarantine Administrators group must
§be a Site Collection Administrator for each site collection containing quarantined content (in order to invoke the Manage Quarantine Files page from the SharePoint Hierarchy)
§also be a member of the Compliance Administrators Group.
A Sensitive Content Manager Profile is a named collection of content search and analysis guidelines. SCM includes a number of Standard (BuiltIn) Profiles for detecting Sensitive Content, which include:
·Personally Identifiable Information (PII)
·Protected Health Information (PHI)
·Payment Card Information (PCI)
·General Data Protection Regulation (GDPR) compliance.
NOTE: Quest continually adds new Standard (BuiltIn) Profiles, which cannot be modified or deleted.
Members of the ControlPoint Compliance Administrators group can also create and manage custom Profiles by defining content search and analysis guidelines to use, as an organization's file analysis criteria may differ from those used in BuilIn Profiles. For example, you may want to create a custom Profile to group and weight a different subset of the predefined Search Terms, add custom Search Terms for sensitive data types, or analyze data that falls outside BuiltIn Profile definitions.
IMPORTANT: If you have upgraded from Sensitive Content Manager 1.9, you may have to re-create (or try to restore) any existing custom Profiles, as the range of possible severity levels. Contact Quest Support for assistance.
Sensitive Content Manager Profile Components
Sensitive Content Manager Profiles consist of the components described in the following table.
A word or any simple or complex alphanumeric pattern that represents sensitive information in a document.
For example, in the PII Profile, these Search Terms are the personal identifiable information like a person's name, date of birth, financial account numbers, address, email address, etc.
Each content search uses a set of Search Terms in a Profile.
Regular Expression (Regex)
The search syntax for a Search Term.
The analysis engine matches the file contents with a Search Term based on the regex syntax specified in the Profile. You can define new Profiles that use the Standard Search Terms, or create Search Terms based on custom expressions.
NOTE: Regular expressions for the predefined search terms are internally defined in the Search Term, and cannot be modified because they are not standalone regular expressions.
The degree of severity of a possible content match for a specific Profile.
That weight factor combined with the number of content matches encountered during an analysis job.
File scores are calculated during a file analysis to determine the overall severity level of a document
IMPORTANT: As of Metalogix Sensitive Content Manager version 2.0:
·The concept of Public vs. Private Profiles has been eliminated. All Profiles can be viewed by all members of the Compliance Administrators group.
·The range of possible Severity Thresholds has been reduced to between 1 and 10. If you have upgraded from an earlier version, Standard (BuiltIn) Profiles will reflect this change. Any Custom Profiles, as well as pending content submissions and/or ControlPoint Policies that use older Profiles, may need to be re-created.
To create a Sensitive Content Manager Custom Profile:
1.From the Manage panel, choose Compliance > Profile Maintenance.
3Enter a unique title for the Profile, as well as a description that will be visible to end users.
4If different than the defaults, using a range from 1-10, adjust the relative weights (that is, the degree of severity of a possible content match) for each threat level (Mild, Moderate, and Severe).
5From the Search Term List, select the Search Term(s) that you want to add to the Profile, then click [Add] to move the term(s) to the Profile Search Terms list.
NOTE: If you want to include a Search Term that does not display in the list, you can create a custom Search Term.
To edit a Custom Profile:
1In the Compliance Search Terms Manager page, select the Custom Profile you want to edit, then click [Edit].
2Update fields as needed, then click [Update].
Note that BuiltIn Profiles are provided by Quest and cannot be edited or deleted. Deleting a Custom Profile
You can delete a Custom Profile only if:
·a content analysis job that uses the profile has not yet been run
·it is not being used by any ControlPoint Policies.