Create Records Classification workflow options


Create Records Classification workflow options
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Use the dialog to create an instance of a Records Classification workflow. You can view the summary of the options you select in the right-hand panel of the page.

Table: Create Records Classification workflow

Option

Description

Workflow Information

Enter information in the following fields:

Name - Enter a logical name for the workflow.
Description - Enter a short description for the workflow.
Workflow Type - Describes the type of workflow.
Template - Select the template you want to use for creating the workflow.

See About workflow templates.
Portal Node for Execution - From the drop-down, select the Self-Service Portal node to which you want to submit the workflow.

Click Test portal connection to test the availability of network connection between the Data Insight Management Server and the Self-Service Portal.
Click Test portal connection to test the connection between the SMTP server and the DLP Enforce Server to the Self-Service Portal.

Enter the email IDs of the recipients of the workflow request, and click Test. You will see a response from the SMTP server if the connection to the Portal node succeeds.
Select Apply configured Record action automatically to archive the file, apply the post-processing action, and apply the appropriate retention category to the file that is marked as record.

The post-processing actions that you want to apply to files that are marked as record are configured in the workflow template.

Note:

Data Insight can take automatic action on files that are marked as record only if Veritas Enterprise Vault™ is configured in Data Insight.

See Create/Edit Records Classification workflow template.
Select the start and the end date for completing the workflow.

Data Selection

Do the following:

Select the Physical Hierarchy radio button to view the configured file servers.

From the Resource Selection drop-down, select one of the following options:

Physical paths - Select the physical that violate policies.
Opens Shares - Select the open shares that need to be remediated.
Containers - Select configured containers. Data Insight presents the paths in the containers that violate DLP policies or policies imported through CSV.
Policies - Data Insight displays the configured policies. The policy information is either pulled from DLP or imported into Data Insight using a CSV file.

Select a policy to remediate the paths that violate the policy.
Enter paths manually - Enter the full path that you want to remediate.
Upload CSV - Browse to the location of the .csv file that contains the paths that you want to remediate. Only valid paths in the .csv file are displayed in the Selected Resources pane
Select paths having custodians - Data Insight retrieves only the list of paths that have custodian assignments. Select paths from the list.

You must run the Custodian Summary report to fetch recent custodian assignments.

Note:

You can not add DFS, NFS, or SharePoint paths for the Record Classification workflow. For example, if such paths are part of a container, or a CSV file, Data Insight ignores these paths when adding the resources for the workflow.

The selected data set is listed in the Selected Resources pane.

Resource -Custodian Selection

This panel displays the following:

The paths that you select under the Data Selection sub-tab.
The paths for which custodians are already assigned and those paths for which custodians are not assigned.
The email address of the custodian.

Data Insight displays the email address only if you have added the email custom attribute and have also marked the attribute as email alias when you add the directory service.

For the paths that do not have custodians, you can assign custodians using the following methods:

Click Import Custodian, and select one of the following options:
- Upload a .csv file with information about paths and corresponding custodians
- Select a user who is configured in Data Insight as the custodian.
- Select a Data Insight suggested data owner as the custodian.
- Select a custom attribute of a Data Insight suggested data owner and assign it as a custodian. For example, you can select the manager of a user who is a suggested data owner as the custodian.
Click Assign Custodian, and select the custodian from the users list.

You can remove custodians from selected paths or delete paths from the workflow. Do the following:

Click Remove Custodian to remove a custodian from a selected path.
Click Delete Paths to remove the selected paths from the workflow.

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