#Data Connector (Preview)

To connect your data source to Insights, you need to configure the connections first.

Click Data connector on the left navigation pane or the Data connector (circle nodes) button in the upper-right corner of any page to access the Data connector page. You can manage your data source connections and risk definition configurations on this page.

#Overview

On the Overview tab, you can view the list of available platforms that you can connect to Insights. Click New connection under a platform to start connecting your data source to Insights.

#Manage Connections

On the Connections tab, you can view and manage your existing data source connections. You can edit, delete, or refresh a connection as needed.

The following actions are available in the Connections tab:

• New connection – Click New connection to connect a new data source to Insights. Complete the following steps on the New connection page to connect your data source:

  1. Select the platform of your data source and click Next.

  2. Complete the connection setup. The settings may vary based on the platform you select. The following steps are for connecting a file system data source:

     1. Enter the connection name and description.

     2. Enter the file system source path.

        NOTE

        Make sure the user configured in the AvePoint Insights Scanner agent has the Read permission to the file system source path. Otherwise, the path verification will fail. For more details, refer to Configure the Scanner Agent.

     3. Select the agent to use for this connection. If the agent you want to use is not displayed in the drop-down list, click Sync to retrieve the latest agent list from AvePoint Online Services.

     4. Click Verify to verify the path connection with the agent.

  3. Click Next to access the Scan interval step.

  4. Enter a number and select a unit to define the scan interval.

  5. Click Save to create the connection.

• View connection details – Select the connection whose details you want to view, then click View. In the pop-up window, you can view the connection's basic information, along with its sensitivity and exposure definitions. Click View details next to a sensitivity definition to view its settings.

• Edit – Select the connection that you want to edit, and click Edit to edit the connection settings.

• Disconnect – Select the connection that you want to disconnect, and click Disconnect. This will stop all scheduled scans for the connection.

• Assign profile – Select a connection and click Assign profile. Select a risk definition profile from the drop-down list and click OK. With a risk definition profile applied, a scan job will be triggered to scan objects in the file system source path. When the status is changed to Completed, you can view the analysis results.

• Rescan – Select the connection that you want to rescan immediately, and click Rescan. This will trigger a scan job to update the data in Insights based on the latest information from the data source. You can use this option when you want to immediately reflect the changes in your data source without waiting for the next scheduled scan.

• Refresh – Click Refresh to view the latest connection list.

#Risk Definition Administration

In the Risk definition profiles tab, you can manage the risk definition profiles that are available for all connections.

The following actions are available to manage profiles.

• New profile – Click New profile, and the New profile page will appear.

  1. In the Profile information step, enter a name and optional description for the profile, and click Next to go to the next step.

  2. In the Sensitivity definitions step, configure the sensitivity definitions that you want to use in the profile. You can use the existing definitions or create a new one by clicking New definition.

     Click Next to go to the next step.

  3. In the Exposure definitions step, configure the exposure definitions that you want to use in the profile.

     Click Next to go to the next step.

  4. In the Review step, review your settings and click Save to save the risk definition profile. You can also click Back to go back to the previous step or click Cancel to discard changes.

• View – Click View above the table or click View from the ellipsis drop-down list to the right of a profile. The profile details are displayed in the prompted window.

• Edit – Click Edit above the table or click Edit from the ellipsis drop-down list to the right of a profile. The Edit profile page appears, where you can edit the profile information.

• Duplicate – Click Duplicate above the table or click Duplicate from the ellipsis drop-down list to the right of a profile. The New profile page appears with the settings of the profile. The new profile name is suffixed with – Copy.

• Delete – Select one or more profiles to delete and click Delete above the table.

After your desired risk definition profiles are created, you can now apply the profiles to connections based on your requirements.

#Sensitivity Definitions

On the Sensitivity definitions page, existing definitions are listed in the table. You can filter the displayed definitions by clicking Filter in the upper-right corner of the table, selecting desired filter options from the drop-down lists separately, and clicking Filter. You can also click Refresh to refresh the displayed definitions in the table.

For each definition, you can view its template and country or region.

• Click the blue toggle button in front of a definition to disable the definition.

• Click the gray toggle button in front of a definition to enable the definition.

Click the ellipsis button to the right of a definition, and the available actions are displayed in the drop-down list.

• Click View to view details of the definition.

• Click Edit to edit the definition.

• Click Duplicate to access the New definition page with the selected definition's settings copied over.

• Click Delete to delete the custom definition.

On the Sensitivity definitions page, click New definition to create a new definition. In the New definition window, complete the following information:

• Name – Enter a name for the definition.

• Template – Select a template for the definition. Currently, only Custom can be selected.

• Country or region – Select the country or region for which this definition will be used.

In the High sensitivity level, Medium sensitivity level, and Low sensitivity level sections, multiple conditions and/or condition groups can be configured.

To add a new group of conditions for a sensitivity level, click Add a group.

You can click the Delete button in the upper-right corner of a group to delete the group from the sensitivity level.

In each condition group, you can perform the following actions to manage the group:

• You can define the logical relationship of the conditions and/or groups in this group by clicking the All link in the upper-left corner of the group and clicking All or Any in the drop-down list.

  • All – An object that meets all the conditions and groups in this group is discovered and classified as the corresponding sensitivity level.

  • Any – An object that meets any one of the conditions and groups in this group is discovered and classified as the corresponding sensitivity level.

• Click Add condition in the upper-left corner of the group, and the Add condition window appears. For details on how to add a condition, refer to the Add Condition section below.

• You can click the Delete button to the right of the condition to delete the condition from the group.

• Click Add a group to add a condition group to this group.

• You can click the Delete button in the upper-right corner of a group to delete the group.

Add Condition

In the Add condition window, all provided conditions are listed. You can also click Create to create your own conditions.

• Name and description – Enter a name and optional description for the condition.

• Regular expression – Select Regular expression as the type, and you can configure the regular expression as the prerequisite matching condition for the scan engine condition, and configure keywords in context as the supplementary matching conditions to increase the confidence of detection.

• Dictionary – Select Dictionary as the type and you can configure a set of keywords as the dictionary. An object is detected when it matches any of the keywords.

#Exposure Definitions

You can view the High exposure level, Medium exposure level, and Low exposure level sections on this page.

For the High and Medium exposure levels, you can view the default settings in each section.

Click Edit in the upper-right corner of the section to edit settings for the corresponding exposure level.

When an object matches any of the enabled conditions of the High or Medium exposure level, the object will be classified as the corresponding exposure level. If an object does not match the High or Medium exposure level conditions, it will be automatically classified as the Low exposure level.

Choose to use one or more conditions below by selecting the corresponding checkboxes and configuring settings.

• Public access – An object that is shared with Everyone will be classified as the corresponding exposure level.

• External access – An object that is shared with users outside your organization will be classified as the corresponding exposure level.

• Organization access – An object that is shared with anyone in the organization will be classified as the corresponding exposure level.

• Select Shared directly with multiple users and groups, select one of the following options from the drop-down list, and configure the threshold number or number range.

  • More than – An object that is shared with multiple users and groups and the number of users and groups is more than the threshold number will be classified as the corresponding exposure level.

  • From…to – An object that is shared with multiple users and groups and the number of users and groups within the configured number range will be classified as the corresponding exposure level.

  • Less than – An object that is shared with multiple users and groups and the number of users and groups is less than the threshold number will be classified as the corresponding exposure level.

After configuring settings for the exposure level, click Save to save the settings. You can also click Cancel to discard your edits.