How to Create a Policy Using the Wizard - Additional Settings - Advanced Options

These settings control user profiles, such as when and how to prompt for the user's profile password, change their profile password, user's ability to delete their profile, password strength requirements, the encrypt action, requirements to login to the Agent, options for on-disk mode, and how to exclude matches when collecting results. Menu bevavior is configured here, such as enabling tooltips, the system tray icon, the ability to reset confirmation dialogs, and whether to display the properties pane in the Windows endpoint user interface.

After completing the Additional Settings page of the Create Policy wizard, click Advanced Options to input more detailed options.

Additional Settings - Advanced Options

These settings control user profiles, such as when and how to prompt for the user's profile password, change their profile password, user's ability to delete their profile, password strength requirements, the encrypt action, requirements to login to the Agent, options for on-disk mode, and how to exclude matches when collecting results. Menu bevavior is configured here, such as enabling tooltips, the system tray icon, the ability to reset confirmation dialogs, and whether to display the properties pane in the Windows endpoint user interface.

Use the table below to help you fill in the Additional Settings - Advanced Options screen:

Setting Name

Options

Description

User Profiles

Always Prompt for Profile Password

  • Enable
  • Disable

Always prompt for Profile Password on start up.

When the endpoint starts, the default action is to prompt for the user's Profile Password

  • If the log-in is skipped and the Guest Profile is used, the user may not want to be prompted to sign-in on subsequent runs
  • Enable this setting to always prompt the user for their Profile Password, regardless of whether they previously signed in or not
  • Disable this setting to prevent the system from always prompting the user for their Profile Password

Disable Change Profile Password

  • Enable
  • Disable

Disable the ability for users to change their profile password.

  • Enable this setting to prevent users from changing their profile password
  • Disable this setting to enable users to change their profile password

Disable Delete Profile

  • Enable
  • Disable

Disable the ability for users to delete their profile.

  • Enable this setting to prevent users from deleting their profile
  • Disable this setting to enable users to delete their profile

Disable Export Profile

  • Enable
  • Disable

Disable the export profile button.

  • Enable this setting to disable the use of the export profile button
  • Disable this setting to enable the use of the export profile button

Disable Import Profile

  • Enable
  • Disable

Disable the import profile button.

  • Enable this setting to disable the use of the import profile button
  • Disable this setting to enable the use of the import profile button

Enable Password Strength

  • Enable
  • Disable

Password strength requirements. Enable this setting to require strong passwords.

  • Enabled (0) (Default) - Strong passwords required. A minimum 6 characters must be used with at least one letter and one non-letter
  • Disabled (1) - Strong passwords not required

*This setting applies to Windows and Mac but not Linux.

Include Default Settings on Profile Export

  • Enable
  • Disable

When exporting the profile, include entries for settings that are set to their default value

  • Enabled (1) (Default) - By default, when exporting the profile, all settings are included in the profile export
  • Disabled (0) - Include only settings that are not set as their default

*This setting applies to Windows and Mac, but not Linux

Use Profile Password for Secure Action

  • Enable
  • Disable

Use Profile Password for Encrypt Action

  • Enabled - Users are always prompted to use individual passwords
  • Disabled - Users are not prompted to use individual passwords

*This setting applies to Windows and Mac, but not Linux.

Require Profile Log in

  • Allow guest profile
  • Require login
  • Prohibit login

Requirements to log into the Agent. Users can login to the agent using their profile password or skip login and use the guest profile.

  • Allow guest profile (0) (Default) - Skip log in and use the guest profile.
  • Require login (1) - Prevent users from using the Guest Profile and require log in.
  • Prohibit login (2) - Prevent users from logging in and require them to always use the Guest Profile.

Note: This setting cannot be specified in an XML configuration file.

*This setting applies to Windows and Mac, but not Linux.

Use Profile Password

  • Require individual passwords
  • Use Profile Password

Use Profile Password for sign on, Encrypt, Open, Save, and other actions that require a password.

    • Require individual passwords (0) - Users are always prompted to use individual passwords
    • Use profile password (1) (Default) - Users are prompted to use profile passwords

*This setting applies to Windows and Mac but not Linux.

Use Profile Password for Save

  • Require individual passwords
  • Use profile password
  • Require individual passwords (0) - Users are always prompted to use individual passwords
  • Use profile password (1) (Default) - Users are prompted to use profile passwords

*This setting applies to Windows and Mac but not Linux.

Results Pane

Allow Sort During Search in Disk Mode

  • Enable
  • Disable

Enable sort while searching in on-disk mode. When using the on-disk database to store results during the search rather than holding them in memory, the sort operation can be very slow. Because of this, sort is disabled by default in this scenario.

  • Enable - Enables sorting during a search while using the on-disk database
  • Disable - Disables sorting during a search while using the on-disk database

*This setting applies to Windows and Mac but not Linux.

Exclude Identity Matches in Results Data

  • Enable
  • Disable

Exclude matches when collecting results. After a match is found, it is displayed in the results view.

  • Enabled - Prevents the Agent application from storing the match itself in the results view (but displaying all other relevant information such as location and match type)
  • Disabled - The Agent application stores the match itself in the results view

Note: When this setting is enabled, the Redact action cannot be used as the match information is required for redact to operate.

Note: If preview is enabled, the first character of the match is highlighted in the Preview pane when a result is selected in the Results pane.

*This setting applies to Windows and Mac but not Linux.

Row Cache Size

  • Number of rows
  • Default value: 100

Set the Row Cache Size for on-disk database mode.

When using on-disk database mode to store results during the search, the results are batch inserted into the database to manage disk I/O

  • To change the number of rows that must exist before a write to disk (or the elapsing of the UpdateTimer), specify the number of rows

*This setting applies to Windows, but not Mac/Linux.

Update Timer

  • Desired time (in seconds)
  • Default: 60

Specify the timer to write results to disk in on-disk database mode.

When using on-disk database mode to store results during the search, the results are batch inserted into the database to manage disk I/O

  • If the number of rows specified in the setting Row Cache Size is not met, but the number of seconds in this setting elapses, the results are written to disk
  • To change the timer, specify the desired time (in seconds)
  • Default - 60 (seconds)

*This setting applies to Windows, but not Mac/Linux.

Other

Show Tool tips

  • Enable
  • Disable
  • Enable - Show tool tips in UI
  • Disable - Prevent tool tips from being shown

Show System Tray Icon

  • Enable
  • Disable

Enable the visibility of a system tray icon

  • Enable (1) - Enables the system tray icon
  • Disable (0) (Default) - Disables the system tray icon

*This setting applies to Windows, but not Mac/Linux.

Disable Reset Dialog

  • Disable Reset
  • Allow Reset

Disable the ability to reset confirmation dialogs

  • Disable Reset (1) - Disables the button for resetting confirmations, "don't ask me again" prompts, "always perform my selection" prompts, and similar notifications
  • Allow Reset (Default) - Enables the button for resetting confirmations, "don't ask me again" prompts, "always perform my selection" prompts, and similar notifications

*This setting applies to Windows, but not Mac/Linux.

Display Properties Pane

  • Disable Properties Pane (0)
  • Enable Properties Pane (1)

Display the Properties Pane in the Windows endpoint UI.

By default, there is a pane visible at the bottom of the window of the Windows endpoint user interface

  • In certain situations, it may be desirable to hide this pane when enabling users to preview Outlook email messages as it may cause the UI to appear frozen or hung while a connection is made to Outlook to obtain information to display
  • Disable Properties Pane (0) - Disables the ribbon button and prevents the Properties Pane from being displayed.
  • Enable Properties Pane (1) - Enables the ribbon button and displays the Properties Pane.
  1. Click Next to proceed, Previous to return to the previous screen, or Exit Without Saving
    to discard.
  2. To complete the Local Reporting Options page, see "Create a New Policy Using the Add Policy Wizard - Local Reporting Options."


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