EMC Kazeon-eDiscovery IS1200 Web-Admin 4.8.0 User Guide

660 Pages·2015·9.08 MB·English

Title Page
EMC® Kazeon-eDiscovery
Version 4.8.0
IS1200 Web-Admin User Guide
EMC Corporation
Corporate Headquarters:
Hopkinton, MA 01748-9103
1-508-435-1000
www.EMC.com
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Published December 2015
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we can make our documentation better or easier to use, please send us your feedback directly at:
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The IS1200 software is based in part on software licenses from the following:
Outside In® Content Access © 1991-2015, Chicago, Inc.
Open Source code from www.java2s.com called the itext.asian.jar available at:
http://www.java2s.com/Code/Jar/GHI/itext-asian.jar.htm
Copyright 2009 - 12 Demo Source and Support. All rights reserved
In part on the work of the Independent JPEG Group.
Code from Inxight Software, Inc. Copyright © 1996-2015. All rights reserved. www.inxight.com.
Certain icons used by the Kazeon Web applications come from the Silk Icon set
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licensed under the Creative Commons Attribution 2.5 license
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ii IS1200 Web-Admin 4.8.0 User Guide
Contents
Tables.......................................................................................................xxi
Figures....................................................................................................xxiii
Preface..................................................................................................xxix
Audience ..................................................................................................xxix
Related Documentation ............................................................................xxix
Conventions used in this document ..........................................................xxx
Where to get help ....................................................................................xxxii
Revision History .....................................................................................xxxii
Chapter 1: Introduction
About the IS1200....................................................................................................... 2
IS1200 Product Offerings......................................................................................... 3
IS1200-Enterprise Content Server....................................................................3
IS1200-File Intelligence Enterprise...................................................................4
IS1200-File Intelligence......................................................................................5
Remote Office Editions......................................................................................5
Key Concepts............................................................................................................ 5
Optional Add-on Modules...................................................................................... 8
Symantec Enterprise Vault Connector............................................................8
Microsoft Exchange Connector........................................................................8
Microsoft SharePoint Connector......................................................................9
EMC Celerra Retention Manager.....................................................................9
EMC Centera Connector...................................................................................9
EMC Documentum Connector.........................................................................9
EMC SourceOne Archive Connector...............................................................9
Lotus Domino Connector..................................................................................9
Concepts Search..................................................................................................9
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Information Center Server (Federation).......................................................10
Legal App License............................................................................................10
Legal Hold LIcense..........................................................................................10
Laptop and Desktop Connector.....................................................................10
NetApp SnapSearch.........................................................................................10
NetApp Retention Manager...........................................................................10
EMC Atmos Cloud Connector.......................................................................11
Chapter 2: Initial Configuration Overview, Options, and Outlines
Overview................................................................................................................. 14
Basic Configuration.........................................................................................14
Advanced Configuration................................................................................15
Chapter 3: The IS1200 Graphic User Interfaces
GUIs Overview....................................................................................................... 20
Supported Browsers and Browser Setup............................................................ 21
The Manager Page.................................................................................................. 23
Opening the Manager Page............................................................................23
The Web-Admin Application............................................................................... 25
Launching Web-Admin...................................................................................25
Launching IS1200 Web-Applications............................................................26
Concurrent Web Application Logins............................................................27
The IS1200 Web Application Page Header and Login Bar.........................28
Web-Admin Navigation...............................................................................29
Navigation Pane...........................................................................................30
The Web Search Application................................................................................. 31
The Web Reports Application............................................................................... 31
Chapter 4: The Command Line Interface
Using the IS1200 Command-Line Interface........................................................ 34
Accessing the CLI from the network.............................................................35
Accessing the CLI from a Serial port.............................................................36
Common CLI Commands...............................................................................37
Usage Tips.........................................................................................................38
Troubleshooting SSH Connections..............................................................39
Chapter 5: Role Based Administration
Introduction............................................................................................................ 42
Setting Up Access for Multiple Users...........................................................42
Local Users..................................................................................................42
Authenticated Users.....................................................................................42
Roles and Privileges Overview......................................................................43
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Contents
Roles and Cases.................................................................................................44
Roles and External Authentication...................................................................... 45
Using External Authentication Groups with IS1200 Roles.........................45
Detailed Role Privileges......................................................................................... 46
Using the CLI For Role Maintenance................................................................... 49
To list role entitlements:..................................................................................49
To add a user to a role......................................................................................49
To add all users to a role..................................................................................50
To remove a user from a role..........................................................................51
To remove all users from a role......................................................................51
To display a user’s roles..................................................................................52
Chapter 6: Creating and Managing Clusters
About Nodes and Clusters.................................................................................... 54
Cluster and Node Setup Guidelines..............................................................54
What You Need to Know to Start a Cluster........................................................ 55
Exporting the Cluster Key...............................................................................56
First Time Startup Procedures........................................................................56
Managing a Cluster................................................................................................ 58
Starting a cluster...............................................................................................59
To stop a cluster................................................................................................60
Exporting Cluster keys....................................................................................60
To add nodes to a cluster.................................................................................61
To remove nodes from a cluster.....................................................................62
To rename a cluster..........................................................................................62
To migrate nodes between clusters................................................................63
The Intelligent Platform Management Interface (IPMI).................................... 63
IPMI vs. DRAC.................................................................................................64
Cluster Leadership...........................................................................................65
The Split Brain Situation..................................................................................65
Chapter 7: Configuring External Authentication
Overview of External Authentication.................................................................. 68
The Authentication Services Listing Display...............................................69
Managing Authentication for Network Information Services......................... 69
Adding NIS external authentication using...................................................70
To remove external authentication for NIS using Web-Admin...................70
To configure NIS external authentication using the CLI............................71
Managing Authentication for Active Directory................................................. 71
Specifying AD Server Identities.....................................................................72
Active Directory Server Protocols Supported..............................................72
Additional Requirements for AdvancedAD and Kerberos Authentication
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73
Active Directory Authentication Procedures..................................................... 74
Adding AD Authentication Using Web-Admin............................................74
To configure AD external authentication using the CLI............................75
Verifying Active Directory Configuration...................................................76
Verifying Advanced AD and Kerberos Protocol.........................................76
Recommended Settings in centrifydc.conf for High Load IS1200 Servers..
78
Additional Parameters in centrifydc.conf File.............................................79
Troubleshooting Adding Authentication Errors..........................................81
To remove AD external authentication using Web-Admin..........................84
Overriding the current AD communication protocol using Linux..............84
Checking the current AD communication protocol using Linux.................84
Managing AD authentication using the CLI................................................84
Configuration Issues with Multiple Domain Controllers..........................85
Support for Multiple Organization Units (OUs).........................................87
Organizational Unit Persistence..................................................................88
Chapter 8: The Identity Vault
Identities and Identity Vault Purpose and Usage.............................................. 92
Using an Identity with External Authentication.........................................93
Adding Identities to the Identity Vault............................................................... 93
To add an identity from Web-Admin...........................................................93
To add an identity from the Command Line...............................................95
To view identities from Web-Admin............................................................96
To view identities from the Command Line................................................96
To remove an identity from Web-Admin.....................................................96
To remove an identity from the Command Line........................................97
Using Identities to Configure Report and Services Notifications................... 97
Chapter 9: Repository Registration and Management
Introduction to Registration............................................................................... 100
Data Repositories...........................................................................................100
Local Data Repositories.............................................................................101
Metadata Repositories...................................................................................101
Local Metadata Repositories.....................................................................102
Primary Metadata Repositories..................................................................102
Data to Metadata Repository Registration Limitations............................103
Storage Tiers...................................................................................................103
Repository Registration: Rules and Guidelines............................................... 104
Directory, File, and Filepath Limitations....................................................104
Metadata Repositories Requirements.........................................................105
Data Repository Requirements and Recommendations..........................105
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Contents
Permissions for NFS and CIFS Data Repositories.....................................106
Addressing Requirements for VMware Repositories...............................107
CIFS Server, Laptop, and Desktop Setup Requirements..........................107
Best Practices...................................................................................................107
Moving Primary Metadata Repositories........................................................... 107
Requirements and Preparations for Metadata Repositories........................... 110
Preparing an NFS Metadata Repository Share Overview........................111
Preparing a CIFS Metadata Repository Share Overview.........................111
Local Metadata Repository (localkazfs) Requirements.............................112
Registering NFS or CIFS Metadata Repositories.............................................. 114
Registering an NFS Metadata Repository:..................................................115
Registering a CIFS Metadata Repository:...................................................117
Adding a Local Metadata Repository (localkazfs):...................................119
The Discovery Process......................................................................................... 120
Discovery Preparation...................................................................................120
Discovering Laptops and Desktops.............................................................120
Discovery Methods.........................................................................................121
Scheduling a Discovery Service....................................................................122
Running Environment Discovery Jobs Again............................................126
Registering Discovered Repositories...........................................................126
Registering Known NFS or CIFS Data Repositories........................................ 130
Registering an NFS Data Repository:..........................................................132
Registering a CIFS Data Repository:............................................................135
Kazeon Support for EMC CTA.....................................................................139
Adding a Laptop or Desktop Repository:..................................................141
Adding a Local Data Repository (localdatafs)...........................................144
Adding a Local USB Drive as a Data Repository......................................145
Removing a Local USB Drive/Data Repository........................................146
Adding Repositories Using Optional Modules..........................................147
Managing Repositories........................................................................................ 147
Repository Listings and Status.....................................................................148
Filters..........................................................................................................148
Toolbar.......................................................................................................148
The Repository Listing...............................................................................149
Editing and Viewing Registered Repositories...........................................150
Importing Data and Metadata Repositories...............................................151
Removing Repositories..................................................................................152
To Remove a Repository............................................................................153
IS1200 Web-Admin 4.8.0 User Guide vii
Contents
Removing all Repositories.........................................................................153
Moving Metadata Repositories.......................................................................... 153
Managing Repository States............................................................................... 155
Changing Repository State...........................................................................156
Chapter 10:Policies: Classification, Extraction, and Assignment Rules
Classifying Files Using Classification Rules..................................................... 158
Basic Classification.........................................................................................161
Deep Classification........................................................................................161
The IS1200 Object Data Model.....................................................................162
Metadata Classifications...............................................................................162
Metadata Extracted by Classification Service............................................163
Classification Service Management.............................................................164
Optimizing Classification of Large Files....................................................164
Limiting the Size of Extracted Full-text....................................................165
Partial Classification..................................................................................165
Classifying Index Text Header..................................................................166
Computing Partial Hash.............................................................................166
Resetting Minimum/Maximum file classification time-outs.....................167
About Classification Rules and Rulesets.......................................................... 167
Types of Rule Sets..........................................................................................169
Named Rule Sets........................................................................................169
Default Rule Sets.......................................................................................169
Initial Rule Sets..........................................................................................170
Sample Extraction Rule Set.......................................................................170
Using Extraction Rules..................................................................................170
Using Assignment Rules...............................................................................171
When to Use Extraction or Assignment Rules...........................................172
Creating and Managing Rules and Rule Sets................................................... 173
To create a rule set.........................................................................................173
To delete a rule set.........................................................................................174
Creating an Extraction Rule..........................................................................175
Using Regular Expressions in Extraction Rules........................................177
Using RegEx to Set Configuration Properties from the GUI...................177
Example: Creating Full-text Indexes with the Optional Parser.................178
Creating an Assignment Rule......................................................................178
Creating KQL Queries...............................................................................180
KQL Query Format....................................................................................180
KQL Examples..........................................................................................182
Moving Rules Between Rule Sets................................................................183
Changing the Listing Order of Rules in Rule Sets.....................................185
viii IS1200 Web-Admin 4.8.0 User Guide
Contents
Chapter 11:Policy Groups: Authorization Policies
About Policies and Policy Groups...................................................................... 190
Authorization Policies....................................................................................191
Maintaining Policy Groups................................................................................. 192
To create a policy group................................................................................193
To remove a policy group.............................................................................194
Authorization Policies.......................................................................................... 194
Resolving Permission Conflicts....................................................................194
Maintaining Authorization Policies................................................................... 195
To add an Authorization (Access) policy....................................................195
To view, edit, or delete a policy....................................................................197
Chapter 12:Custodian Mapping
Overview................................................................................................................ 200
Using Global Mappings....................................................................................... 202
Adding a Global Rule....................................................................................202
Modifying a Global Rule...............................................................................203
Deleting a Global Rule...................................................................................203
Using the Exceptions Pane.................................................................................. 204
Adding an Exception.....................................................................................204
Modifying an Exception................................................................................205
Deleting an Exception....................................................................................206
Chapter 13:Working with PST Files
How the IS1200 Provides World Class Searching............................................ 210
How PST Files Fit In The Picture........................................................................ 214
Failures Encountered with Open PST Files....................................................... 215
PST Failure Solutions.....................................................................................216
Reprocessing PST Files in Another Location.................................................... 217
Identifying Live-Locked Errors During Processing..................................217
Reprocessing Files with Live-Locked Failures...........................................218
Increasing Classification Performance for PSTs............................................... 219
Chapter 14:Job Scheduling and Classification Services
Job Scheduling Overview.................................................................................... 223
Basic and Deep Classifications Compared.................................................224
Selective Classifications.................................................................................225
Initial and Differential Classifications.........................................................225
Differential Classifications.........................................................................226
Metadata Repositories...................................................................................226
Factors Affecting Job Scheduling, Completion, and Speed............................ 227
Licensing and Job Scheduling.......................................................................227
Repository Status and Availability..............................................................228
IS1200 Web-Admin 4.8.0 User Guide ix
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Ensuring Complete Classifications..............................................................229
Computing File Hash Values.......................................................................230
Other Types of Classifications and Services..................................................... 230
Metadata Classifications...............................................................................230
Metadata Synchronizations..........................................................................231
Single Step Collections..................................................................................231
Job Editing............................................................................................................. 232
The Job Manager Page......................................................................................... 233
Opening the Page...........................................................................................233
The Jobs Manager Pane Interface................................................................233
The Job List Tab..............................................................................................233
The Tool-bar..............................................................................................236
The Job Listing..........................................................................................237
Managing Jobs................................................................................................238
Deleting a Job............................................................................................238
Editing a Job From Web-Admin................................................................238
Editing a Job From The CLI......................................................................239
Viewing or Reprocessing Job Failures from Web-Admin........................239
Viewing Job Failures From The CLI.........................................................241
Starting, Stopping, Suspending, or Resuming a Job..................................241
Refresh Job Listings..................................................................................242
Job Details.................................................................................................242
Manifests................................................................................................................ 244
Viewing Collection Manifests......................................................................245
Viewing Actionable Services Summary Manifest Reports......................246
Viewing Detailed Manifest Reports............................................................248
Limiting Custodian Lists in Detailed Manifest Reports............................249
Scheduling Jobs.................................................................................................... 250
Job Scheduling Overview.............................................................................250
Job limit............................................................................................................251
Submitting or Scheduling Jobs.....................................................................251
Using job Scheduling Options:.....................................................................252
Run Now Jobs............................................................................................252
Run Once Jobs...........................................................................................253
Recurring Jobs...........................................................................................253
Run Forever Jobs.......................................................................................255
Job Scheduling Procedures................................................................................. 255
Scheduling Classification Services..............................................................256
Scheduling a Basic Crawl..............................................................................257
Scheduling a Deep Crawl.............................................................................264
Scheduling a Metadata Classification.........................................................284
Scheduling a Metadata Synchronization....................................................287
Scheduling a Single Step® Collection.........................................................291
x IS1200 Web-Admin 4.8.0 User Guide