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Identity Manager Data Governance Edition 9.2 - User Guide

User Guide Introduction Data Governance node and views Administering Data Governance Edition Managing unstructured data access
Managing resource access Managing account access Working with security permissions Working with SharePoint security permissions Account access modeling Bringing data under governance
Classifying governed resources Managing governed resources using the web portal Data Governance Edition reports Troubleshooting EMC, NetApp Filer, and SharePoint configuration details PowerShell commands Governed data attestation policies Governed data company policies Governed data risk index functions

Resource browser

The Resource browser provides a live view of the data on the selected managed host. Using the Resource browser, you can browse through the supported files system to view and manage security information for folders and shares on the target managed host.

The Resource browser displays the following information:

  • For a Windows computer, the shares and file system display.
  • For a SharePoint farm, each farm is represented as a hierarchy, with the farm as the top level, followed by web applications, site collections, sites and then the contents of the site. The contents of a list are shown as “list item”, regardless of the type of item in SharePoint. The Resource browser displays a list of the web applications on the selected farm.
  • For a Distributed File System Root, links are displayed at the top level. Browsing into a link shows its target paths and browsing into a target path takes you to the appropriate backing folder. While browsing a backing folder, the Distributed File System path is shown in the Location field at the top of the page.
  • For Cloud managed hosts, each site is represented by a folder hierarchy, with the Home top level site displayed as Site contents folder, followed by all other subsites. Each site contains a Site contents folder encompassing other nested folders. The contents of a site and document library are shown as "folder" type, whereas, files are shown as "file" type items. No other resource types are managed for Cloud managed hosts.

    NOTE: The Resource browser and resource access reports do not display the limited access users or "previewer" accounts.

You can display the Resource browser from the following views:

  • Managed hosts view
  • Accounts view
  • Governed data view

Double-click through the resources to locate a resource. Depending on the resource type, you can perform the following tasks against the selected resource.

Table 22: Resource browser: Resource tasks
Task Description For more information
Calculate perceived owners Calculates and provides a list of the perceived owners for the selected resource using the resource activity history or security information. Calculating perceived owner
Copy resource path Copies the full path of the selected resource to the clipboard.  
Copy Share Path Copies the path of the selected Share to the clipboard.  
Edit host settings Launches the Managed Host Settings dialog allowing you to view or edit the configuration settings for the selected managed host. Editing managed host settings

Place resource under governance

Places the selected resource under governance, making it available for use in policies and attestations.

NOTE: Only applies to folders and shares. That is, you cannot place a file under governance.

Placing a resource under governance
Publish to IT Shop

Publishes the selected resources to the IT Shop, making it available for identities and business owners to request and grant access to it. If applicable, also places the resources under governance.

NOTE: Only applies to folders and shares. That is, you cannot publish a file to the IT Shop.

NOTE: Not available for resources on NFS managed hosts.

NOTE: Not available for resources on Cloud managed hosts.

Publishing resources to the IT Shop
Refresh Retrieves and displays the latest details in the Resource browser.  
Remove resources from governance Removes the selected resources from governance. Removing resources from governance
Resource access report Generates a report that identifies the accounts that have access to specific resources within your environment.

Resource access report

Viewing selected reports within the Manager

Resource activity report

Generates a report that provides a list of activities recorded over a period of time to verify proper resource usage and decide whether to remove access for particular accounts.

NOTE: Not available for resources on Cloud managed hosts.

Resource activity report

Viewing selected reports within the Manager

Toggle layout options

Shows or hides the Layout controls at the top of the view, allowing you to change the layout displayed.

Toggle layout options
Unpublish from IT Shop

Removes a previously published resource from the IT Shop.

NOTE: Not available for resources on NFS managed hosts.

NOTE: Not available for resources on Cloud managed hosts.

Publishing resources to the IT Shop
View deviations

Displays a tree view of all resources and all sub-resources below the root that have explicit security applied to them and any deviation warnings or errors encountered for the selected resource. As you select resources in the tree, you can view and manage their security.

NOTE: Not available for resources on NFS managed hosts.

NOTE: Not available for resources on Cloud managed hosts.

Managing security deviations
View governed data details Displays a graphical representation of the details available for governed resources.  

When an account in the resource's permissions pane (lower pane) is selected, you can perform the following tasks against the selected account.

Note: These account tasks are not available for resources on NFS managed hosts.

Table 23: Resource browser: Account tasks
Task Description For more information
Account access report Generates a report displaying the account's resource access across all managed hosts within the enterprise. Selecting this task displays the Account Access dialog allowing you to define the report parameters for running the Account access report.

Account access report

Viewing selected reports within the Manager

Account comparison

Displays the Account Comparison view allowing you to compare the resource access of two accounts.

NOTE: This feature is not available for Cloud accounts.

Comparing accounts
Account simulation

Displays the Account Simulation view allowing you to simulate changes to group membership to see the access that would be granted or revoked.

NOTE: This feature is not available for Cloud accounts.

Simulating the effects of group membership modifications on an account
Add rights Launches the Add Permissions dialog allowing you to manage a user or group's access to the selected resource. From this dialog, you can add or edit an account's access as required.

Modifying discretionary access control list (DACL) permissions for NTFS resources

Modifying auditing system access control list (SACL) permissions for NTFS resources

Manage access

Displays the Manage access view that shows the managed hosts where the selected account has access. From here, you can also view detailed group membership information.

Manage access view

Managing account access

Remove all explicit permissions Removes all explicitly assigned permissions from the selected resource. Managing security deviations
Remove selected permissions Removes the selected permissions from the selected resource.

Modifying discretionary access control list (DACL) permissions for NTFS resources

Modifying auditing system access control list (SACL) permissions for NTFS resources

In addition, you can access the following views from the Resource browser.

Table 24: Resource browser: Views
View Description For more information
Governed data Displays the Governed data view to view all the resources within the selected host that have been placed under governance.

Governed data view

Managing resources under governance

Accounts view

Displays the security index information returned by Data Governance agents for the selected managed host.

NOTE: Not available for NFS managed hosts.

Accounts view

Manage access view

The Manage access view appears when Manage access is selected from the tasks view. From this view, you can see the access for the selected account on all managed hosts within your environment and detailed group membership information. This view consists of the following panes:

  • Access Points: The main pane is the results of a database query that retrieves the hosts a trustee has access to.

    Note: By default, the Filter builtin accounts (Administrators and Users) check box is selected indicating that noisy accounts (that is, accounts with indirect access granted through the BUILTIN\Administrators or BUILTIN\Users accounts) are not included in the view. To include these accounts in the Access Points pane, clear the check box at the top of the view.

  • Detailed Access Information: The lower pane is the result of an agent query that retrieves more information about the resource selected in the Access Points pane.
  • Group Memberships: The left pane displays the group membership information resolved from Active Directory from the Data Governance server.

By default, the results in the Access Points pane are grouped by the host name of managed host. Expand a managed host and select an account in the Access Points pane to display all the resources where the selected user or group has access. Click the Group Memberships tab to view how the account has gained access through group membership. Selecting an account in the Group Memberships pane retrieves and displays the hosts where the selected trustee has access.

Note: This view is not available for NFS managed hosts.

When a resource is selected in the lower pane, you can perform the following tasks.

Table 25: Manage access view: Resource-related tasks
Task Description For more information
Calculate perceived owners

Calculates and provides a list of the perceived owners for the selected resource using the resource activity history or security information.

NOTE: Task is not available for files.

Calculating perceived owner
Clone account access Copies the access rights to grant the selected access to another user or group, while maintaining the existing rights on the selected account. Cloning, replacing, and removing access for a group of accounts
Copy resource path Copies the full path of the resource to the clipboard.  
Copy Share Path

Copies the path of the share to the clipboard.

NOTE: Task is not available for files or folders.

 
Edit security

Displays the Edit Resource Security dialog allowing you to manage the security settings for the selected resource. Right-clicking an account on this dialog allows you to perform the following tasks:

  • Add rights
  • Remove selected permissions
  • Remove all explicit permissions

NOTE: This dialog is the same view displayed in the lower pane of the Resource browser and Deviation view when a resource is selected.

Working with security permissions
Place resource under governance

Places the selected resource under governance, making it available for use in policies and attestations.

NOTE: Task is not available for files.

Placing a resource under governance
Publish to IT Shop

Publishes the select resources to the IT Shop, making it available for identities and business owners to request and grant access to it.

NOTE: Task is not available for files.

NOTE: Not available for resources on Cloud managed hosts.

Publishing resources to the IT Shop
Refresh Retrieves and displays the latest details in the lower pane of the view.  
Remove account

Removes the selected account's access from the resource.

For direct access, remove the security setting from the resource ACL. For indirect access, remove the group that is on the ACL; the selected account (the one with the indirect access) remains a member of the group that had the access prior to the removal operation.

Cloning, replacing, and removing access for a group of accounts
Remove resource from governance

Removes the selected resource from governance.

NOTE: Task is not available for files.

Removing resources from governance
Replace account Replaces access to grant the currently configured access to another user or group and remove the access from the original account. Cloning, replacing, and removing access for a group of accounts
Resource access report Generates a report that identifies the accounts that have access to specific resources within your environment.

Resource access report

Viewing selected reports within the Manager

Resource activity report

Generates a report that provides a list of activities recorded over a period of time to verify proper resource usage and decide whether to remove access for particular accounts.

NOTE: Not available for resources on Cloud managed hosts.

Resource activity report

Viewing selected reports within the Manager

Toggle layout options

Shows or hides the Layout controls at the top of the view, allowing you to change the layout displayed.

Toggle layout options
Unpublish from IT Shop

Removes a previously published resource from the IT Shop.

NOTE: Not available for resources on Cloud managed hosts.

Publishing resources to the IT Shop
View deviations

Displays a tree view of all resources and all sub-resources below the root that have explicit security applied to them and any deviation warnings or errors encountered for the selected resource. As you select resources in the tree, you can view and manage their security.

NOTE: Task is not available for files or shares.

NOTE: Not available for resources on Cloud managed hosts.

Managing security deviations

In addition, you can open the following views.

Table 26: Manage access view: Views
View Description For more information
Account overview

Displays a graphical representation of the information returned by a Data Governance agent for the selected account.

Accounts view
Hosts view Displays the managed hosts where the selected account has access.  
Account comparison

Displays the Account Comparison view allowing you to compare the resource access of two accounts.

NOTE: This feature is not available for Cloud accounts.

Comparing accounts
Account simulation

Displays the Account Simulation view allowing you to simulate changes to group membership to see the access that would be granted or revoked.

NOTE: This feature is not available for Cloud accounts.

Simulating the effects of group membership modifications on an account

Accounts view

The Accounts view appears when Accounts view is selected from the tasks list or right-click menu. The Accounts view displays the security information returned by Data Governance agents for the selected managed host. All resource types where users or groups have some level of access are included.

You can display the Accounts view from the following views in the Manager:

  • Managed hosts view
  • Resource browser
  • Governed data view

Note: This view is not available for NFS managed hosts.

The following table describes the default information displayed for each account.

Table 27: Accounts view: Default layout
Column title Description
Resource Type

The type of resource:

  • File
  • Folder
  • Local User Rights
  • Operating System Administrative Rights
  • Share
  • Windows Service Identity

NOTE: By default, the display is grouped by resource type. Click the expansion box to the left of a resource type to expand a resource type to display all of the accounts that have access.

Account Name The name of the account that has access.
Account Type

The type of account:

  • Built-in Group
  • Group
  • Special
  • Unknown
  • Machine Local User
  • Office 365 User
  • OneDrive for Business Group
  • SharePoint Online Group
  • User
  • Well known
Namespace

The logical group (namespace) to which the account belongs:

  • Cloud
  • NTFS
  • Windows Computer
  • Service Identities

In addition to the default columns, you can add the following columns to the view using the Column Chooser command.

NOTE: Right-click the column header and select Column Chooser to add hidden columns to the display. In the Customization dialog, double-click the required column or drag and drop it onto the column header bar.

To hide a column, right-click the column header and select Remove This Column. The column is now listed in the Customization dialog and can be re-added to the view as explained above.

Table 28: Accounts view: Hidden columns
Column title Description
Security Identifier (SID) The security identifier (SID) assigned to the account.

Accounts view tasks

When an account is selected in the Accounts view, you can perform the following tasks against the selected account.

Table 29: Accounts view: Tasks
Task Description For more information
Account access report Generates a report displaying the account's resource access across all managed hosts within the enterprise. Selecting this task displays the Account Access dialog allowing you to define the report parameters for running the Account access report.

Account access report

Viewing selected reports within the Manager

Account activity report

Generates a report displaying all the activity for the selected account against specific managed hosts. Selecting this task displays the Account Activity dialog allowing you to define the report parameters for generating the Account activity report.

NOTE: This report is not available for groups.

NOTE: This report is not available for Cloud/Office 365 accounts.

Account activity report

Viewing selected reports within the Manager

Account comparison

Displays the Account Comparison view allowing you to compare the resource access of two accounts.

NOTE: The selected account is pre-populated in the Source field.

NOTE: This feature is not available for Cloud/Office 365 accounts.

Comparing accounts
Account simulation

Displays the Account Simulation view allowing you to simulate changes to group membership to see the access that would be granted or revoked.

NOTE: This feature is not available for Cloud/Office 365 accounts.

Simulating the effects of group membership modifications on an account
Manage access Displays the Manage access view that displays the managed hosts where the selected account has access. From here, you can also view detailed group membership information.

Manage access view

Managing account access

Toggle layout options

Shows or hides the Layout controls at the top of the view, allowing you to change the layout displayed.

Toggle layout options

In addition, you can open the following views.

Table 30: Accounts view: Views
View Description For more information
Resource browser Launches the Resource browser which contains a live view of the data on the selected managed host. You can browse through the supported file systems and see all applied permissions and make changes where required. You can also see where the access on a resource differs from its parent and manage that access.

Resource browser

Browsing your environment

Governed data Displays the Governed data view to view all the resources within the selected host that have been placed under governance.

Governed data view

Managing resources under governance

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