Data Insight administration tasks

Table: Data Insight administration tasks summarizes the tasks to be performed to set up a new Data Insight installation:

Table: Data Insight administration tasks

Action

Description

Configure SMTP server settings.

See Configuring SMTP server settings .

Setup notification policies.

See Configuring email notifications .

Configure directory service domain.

See Adding a directory service domain to Data Insight.

Configure data retention settings.

See Configuring data retention settings.

Configure Exclude Rules.

See Adding exclude rules to Data Insight .

Install license.

See Managing Data Insight licenses .

Configure Data Insight nodes either individually or configure multiple nodes by applying node templates.

See About node templates.

If monitoring events for NetApp file servers, configure Fpolicy service on collectors.

See Preparing Symantec Data Insight for Fpolicy .

If monitoring events for a clustered NetApp file server, install the DataInsightFPolicyCmod service on the collectors.

See Preparing Data Insight for FPolicy in NetApp Cluster-Mode.

If monitoring events for EMC Celerra file servers, configure Celerra service on collectors.

See About EMC Common Event Enabler (CEE).

If monitoring events for EMC Isilon file servers, configure EMC Common Event Enabler (CEE) on the collectors.

See Preparing Symantec Data Insight to receive event notifications from an EMC Isilon cluster.

If monitoring events for Windows file servers , upload agent packages to collectors.

See Configuring Windows File Servers .

If monitoring events for a generic device, use web APIs to collect access event information.

See About configuring a generic device.

If monitoring events for SharePoint servers, install the Data Insight Web service on the SharePoint server.

See Installing the Data Insight web service for SharePoint.

Configure file servers.

Configure the SharePoint Web applications.

See Adding filers.

See Adding web applications.

Configure advanced analytics

See Configuring advanced analytics .

Configure archiving settings

See About configuring archive options for Enterprise Vault.

Configure permission remediation settings

See Managing and configuring permission remediation.

Configure workflows to remediate DLP incidents, review permissions on data resources, and confirm ownership of files and folders.

Do the following:

  1. Install the Self-Service Portal.

    For details, see the Symantec Data Insight Installation Guide.

  2. Configure workflow templates.

    See About workflow templates.

  3. Create remediation workflows and submit them for further action on the Self-Service Portal.

    See Creating a workflow using a template.