SDP Help Center
News
SDP Help Center
News
Troubleshoot: Spirion Agent is installed but not visible on the Agent Management page
Popular
Spirion Sensitive Data Platform v13.5 Released!How to Write a PlaybookarchTIS Acquires U.S. Data Security Firm Spirion to Accelerate Global Expansion and Expand Data-Centric Security OfferingHow to Configure Single Sign-On (SSO) Using Microsoft EntraHow To Configure Single Sign-On (SSO) using Okta Identity ManagementHow to Quarantine OneDrive Files
Architecture and High-level Information
Spirion Sensitive Data Platform: Architecture, Security, and Data FlowSpirion PostgreSQL and PgBouncer Agent Queuing (v13.6+)How do I Integrate NC Protect with Spirion Sensitive Data Platform or Sensitive Data Manager?
Scans
How to Use Scans
Scans OverviewHow to Work with ScansHow to View and Use Scan StatusHow to Create a New Discovery or Sensitive Data ScanScan OptionsHow to Use the Ignore List (Ignored Locations or Ignored Matches)How to Schedule a ScanWhat is the Most Common Time Interval to Schedule Recurring Scans? How do I set a Weekly Scan Schedule?What if Scheduled Scans Overlap?What about Staggering Multiple Scan Schedules?Create New Scan Wizard - Select SQL Advanced OptionsExample: Optimize a SQL Database ScanCreate New Scan Wizard - Select NoSQL Advanced OptionsHow to Search DropboxHow to Search Google Workspace: Gmail, DriveHow to Search a File Server (Remote Search)Example: File Server Scan - Finance DepartmentHow To Search a Snowflake DatabaseHow to Search Mongo Databases (mongoDB)How to Search OneDrive for BusinessHow To Search Exchange O365 E-mail with Modern AuthenticationHow to Add a List of User Accounts to ScanHow to Search an IBM Informix DatabaseHow to Configure and Test Database Connection StringsWhat is Differential Scanning and What is it Used for?What is a Distributed Scan?Legacy SettingsWhat are common permission errors during scans?Why does a scan hang or fail to complete?What is the best method to create or group Scans?What naming convention should I use to organize my scans?
How to Use Scan Playbooks
What is a Scan Playbook?Working with Scan Playbooks - OverviewHow to View the Playbooks that Act Upon Your Sensitive Data LocationsHow to Add a New Scan PlaybookHow to Create a Scan Playbook that Searches for a Single Data TypeHow to Change a Scan Playbook How to Search for a Scan PlaybookHow to Export a PlaybookHow to Clone a Scan PlaybookHow to Delete a Scan PlaybookHow to Manage Classifications for a PlaybookHow to Use Logic StatementsHow to Manage the Quarantine Path for a Scan PlaybookHow to Bulk Export Scan PlaybooksHow to Add a Script to a PlaybookScan Playbook ExamplesHow to Set Up Purview Labels in a Playbook and ScanHow to Manage Data Types for a Specific Scan PlaybookHow to Manage Classifications for an Individual Scan PlaybookHow to Quarantine SharePoint Site FilesHow to Add a Custom Classification to a Playbook
How to Use Scan Results
How to Work with Scan Results - OverviewHow to Customize Scan Result Table ColumnsHow to Use Filters to Find Scan ResultsHow to Search for a Scan Result By LocationHow to Perform Location and Match Actions on Scan ResultsHow to Manage Ignored Sensitive Data Matches and LocationsManaged versus Unmanaged DataHow to View the Upload Status of Scan ResultsHow Do I Mask Sensitive Data Matches in Search (Scan) Results?How to Verify Your Scan Classified a Location
Troubleshooting Scans
Why Would a Scheduled Scan Fail to Run on its Scheduled Day and Time?Which Error is Most Common when Encountering Scheduled Scan Failures?What is the cause of the error "Failed to complete run scan. Please try again." Status is 403 forbidden”?Can Role Based Access Control (RBAC) Permissions Cause 403 Errors?What Log Errors Reveal the Cause of Scheduled Scans Failing?For a given scan, what causes the “Run Scan Now” option in the more options menu on the Scans page to be unavailable?How do I Check Scan Permissions?Where are Scan Permissions Configured?
Agents
What is an Agent?What is a Policy?Working with Agents - OverviewWorking with Policies - OverviewCommon Agent PoliciesHow to Remove an AgentHow to View a PolicyHow to Assign a PolicyHow to Bulk Assign a PolicyHow to Assign Tags to an Agent
How to Create a Policy
How to Create a New Policy Using the Create Policy WizardAbout Results Storage ModeHow to Create a Policy Using the Wizard - Agent Operations - Advanced OptionsHow to Create a Policy Using the Wizard - Additional SettingsHow to Create a Policy Using the Wizard - Additional Settings - Advanced OptionsHow to Create a Policy Using the Wizard - Local Reporting OptionsWhat Log Settings can affect the HIPAA Audit Trail?How to Create a Policy Using the Wizard - Local Logging OptionsHow to Create a Policy Using the Wizard - Local Logging - Advanced OptionsWhat settings in Spirion Sensitive Data Platform impact HIPAA compliance?Can Spirion Sensitive Data Platform integrate with SIEM for Audit Log Management?What Log Settings can Affect the PCI DSS Audit Trail?What Log Settings can Affect the FERPA Audit Trail?What Log settings can Affect the CMMC audit trail?What Log Settings can Affect the NIST Audit Trail?
How to Use Dashboards
How to Use the SPIglass™ DashboardHow to Use the Scans DashboardHow to Implement the SDV3 Dashboard
How to Use Data Asset Inventory
How to Use Tags
What is a Tag?Tag Management - OverviewHow to Create a TagTag ExamplesWhat Conditional Tag filters work best together?Which Conditional Tag filters identify public exposure?Which Conditional Tag Filters Capture Authenticated Users?Which Conditional Tag Filters Capture Contractor Access?Which Trustees are High Risk?How do I Combine Multiple Trustee Filters?How to Manage Your Target TagsHow to Manage the Permissions of a TagHow to View and Search for TagsHow to Edit a TagHow to Delete a TagHow to Filter Tags
How to Manage Business Processes
How to Manage Business ProcessesHow to Search for a Business ProcessHow to Add a New Business ProcessHow to Edit a Business ProcessHow to Delete a Business Process
How to Work with Data Assets and Targets
What is an Asset?What is a Target?How to Get Started with Data Asset InventoryData Assets and Targets - OverviewData Assets and Targets - Data AssetsHow to Use the SDV3™ DashboardExample Data Asset Inventory SetupHow to Create New Data AssetsHow to View Details About Data AssetsHow to Search for a Data AssetHow to View Target Details and Search for a TargetHow to Add a Cloud TargetHow to Add a Collaboration Tools TargetHow to Add a Database TargetHow to Add Jira Cloud as a Target using the Spirion AnyScan (CData) ConnectorHow to Add an E-Mail TargetHow to Create an Exchange Online TargetHow to Add a Remote Machine TargetHow to Add a Website TargetHow to Edit a TargetHow to Remove a TargetHow to Bulk Import TargetsHow to Bulk Assign Tags to TargetsHow to Manage a Target PermissionHow to Remove a Target PermissionWhat is Remediation?How do I Segment Targets Effectively in Spirion Sensitive Data Platform?How do I Assign Agents to Specific Target Segments?Can I Automate Agent Assignment based on Target Type?How many Targets are configured on a typical Agent?
How to Install\Uninstall and Set Up Spirion Sensitive Data Platform
How to Install Spirion Console and Agents version 13.6+How To Uninstall Spirion Sensitive Data Platform Agents v13.0-v13.5How to Install a Spirion Agent to a Linux MachineHow to Sign a Windows Installer MSIWhat is PgBouncer?How to Use the Registration PageWindows msiexec Commands and Options
How to Use Logs
How to View Endpoint LogsHow to Use Audit LogsHow to Use Agent LogsWhere to Find PostgreSQL LogsAdvanced Log and Log Location Information for Power UsersWhich Spirion Logs Show Anti-Virus Blocks?How do I Filter the Windows Event Viewer for "Access Denied" or Antivirus blocks?How do I find Windows Defender block events?What Logs show "Access Denied" Error Message DetailsWhat are common errors shown in the Agent Log and how do I fix them?Can I Export Agent Log Data for External Analysis?Can I export Audit Log data for External Analysis?How do I export Audit Log data via the Web API?Can I customize which events appear in the Audit Log?Can I schedule automated exports of Audit Log data?Is there a sample script for API-based audit log export?Is There a Sample Script for Exporting Agent Log Data?Guide to Analyzing Logs and Generating Graphs in Time IntervalsWhat are Best Practices for Managing Large Log Exports?Is There an Example of Filtering Logs by Severity?What are best practices for storing and securing exported log data?What Tools Integrate well with Spirion for Log Integrity VerificationIs There a Sample Script for Hash Verification?What does Event 4663 mean?What does Event 1123 mean?How do I Confirm the Block Source?How do I use Process Monitor filters?What Process Monitor detail shows Antivirus interception?
PowerBI
Can the information within a Gather Data file be viewed in a third-party tool such as PowerBI?What Charts are Most Useful when using a tools like PowerBI?Power Query (M) Script in PowerBI for Log AnalysisHow do I parse an Agent Log in PowerBI?How can I detect duplicate log entries in PowerBI?How do I compare two log files in PowerBI?How do I compare timestamps across files?What if timestamps are missing from my Spirion Logs?How should I handle null rows?Example of a Power Query Script in PowerBIHow do I sort Logs Chronologically in PowerBI?How do I handle mixed timestamp formats in PowerBI?
How to Manage Users and Roles
User Management OverviewHow to Use Single Sign On (SSO)About Multi-factor AuthenticationMFA Enrollment InstructionsHow to Manually Unlock a Spirion Console AccountWhat is ULR (User Level Remediation)?What are Common Errors or Problems Encountered on the Single Sign On page?
User and Role Functions
How to Use Role-Based Access ControlsHow to Use User ProfilesHow to Manage UsersHow to Add a New UserHow to View a UserHow to Edit a UserHow to Search for a UserHow to Change a User's Target PermissionsHow to Change a User's Tag/Target PermissionsHow to Change a User's Scan PermissionsHow to Remove a User's Tag PermissionsHow to Remove a User's Target PermissionsHow to Change a User's Playbook PermissionsHow to Change a User's Reports PermissionsHow to Export a List of UsersHow to Reset a User's AuthenticationHow to Reset a User's PasswordPassword PolicyHow to Import Users into Spirion Sensitive Data PlatformHow to Manage User RolesHow to Add a New RoleHow to Edit a User RoleHow to Delete a User RoleHow to Import/Export Users and User Roles
Reports
What Benefits are Provided by Custom Reports?How to Use Custom ReportsHow to Search (Filter) for a Specific ReportHow to Create a Custom Report: End-to-EndHow to Create a Custom ReportHow to Make Changes to a ReportCustom Report ExamplesExample Custom Report: On-premise File SharesExample of a Custom Report for Target SegmentsCan custom reports include data from multiple scan policies?How to Manage Report DownloadsHow to Export a ReportHow to Export Custom Report Data AutomaticallyHow to Delete a ReportHow To Gather Data for a Spirion Sensitive Data Platform AgentReporting with PowerBI (via Custom Report .csv)Spirion Enhanced Analytics
Settings and Resources
Data Asset Inventory SettingsSpirion Sensitive Data Platform Console Site Whitelist
Scans Settings
How to Use Scans Settings - OverviewHow to use Scans Settings - Scan SectionHow to Use Scans Settings - Agents SectionHow to Use Scans Settings - Remediation SectionHow to Use Scans Settings - Notifications SectionHow to Use Scans Settings - Data Retention SectionHow to Use Scans Settings - Global Ignore Lists Section
Global Classifications
How to Classify Sensitive DataClassification PersistenceHow to Use Global ClassificationsHow to Create a Custom ClassificationExamples of Various Classification Label TypesWhat role do classification labels play in tracing sensitive data in an organization?Which Classification Label Types fit Compliance RequirementsHow to Edit a ClassificationHow to Search for a ClassificationHow to Delete a ClassificationHow to Export ClassificationsHow to Import ClassificationsHow to Bulk Export Classifications
Global Data Types
How to Use Global Data TypesSpirion AnyFind Data TypesSpirion AnyFind and Common Custom Data Types DefinedA Comparison of all Data TypesHow to Edit Displayed Result TypesHow to Search for a Data TypeHow to Edit Spirion AnyFinds™ Data TypesHow to Edit a Custom Data TypeHow to Add a Custom Data TypeHow to Import a Custom Data TypeHow to Export a Custom Data TypeHow to Delete a Custom Data TypeCustom Data Types: How to Use the Exact Match Data TypeHow do I best add a GUID as a data type?Using Custom Data Types: Regular Expression (RegEx) ExamplesTypes of Custom Data Types and ExamplesWhat common errors can occur during custom data type import?
SearchAPI
How to Use the File SearchDLL.cppHow to Build a SearchAPISearchAPI Example: Search for Student IDs RegEx Example: ABN Including Mod-89 CheckRegEx Examples: ICCID, IMEA, and ABN without mod-89 checkRegEx Example: IMEI or ICCID Requiring Leading or Trailing Keywords
Script Repository
Enterprise Service Call ListHow to Use the Script RepositorySpirion Automation: Python Scripting Overview
Additional Resources
Glossary of TermsRabbitMQ LogsHow to Remove All RabbitMQ and Erlang Artifacts from Previous Installations (v13-v13.5)Service Task Type 10Can a Spirion Agent be set to run as "low priority"?What permissions are needed for service accounts scanning GUIDs?What are the risks of scanning Email (Exchange) Public Folders in large organizations?Can I scan both Cached and Online Exchange Stores simultaneously?What are common mistakes when configuring Global Ignore Lists?How can I optimize scan policies for Online Archives?What does a report for health information look like?How do I customize data types in the health information report?How do I test my custom RegEx before deployment?How to Install and Set Up the PostgreSQL ClientWhat Common File Types are Supported?Test Data for Local Spirion ClientWhat Version is My Spirion Sensitive Data Platform?What is Residual Data and Why is it Important?
FERPA
How can I Customize Reports for Specific FERPA Data Types?Is There an Example FERPA Compliance Report Template?Example: FERPA Scan PlaybookWhich Reports Best Demonstrate FERPA compliance?FERPA in Spirion Sensitive Data Platform
CCPA
What settings in Spirion Sensitive Data Platform impact CCPA compliance?
CMMC
How does Agent-side Redaction of CMMC Data Work?Are There RegEx Examples of Common CMMC Data Types?
HIPAA
Which Classification Labels are Best for HIPAA?Which Labels Map to PHI Exactly?Which Sensitive Data Definitions (SDDs) Reduce PHI False Positives?What Sensitive Data Definitions (SDDs) Catch High-risk PHI?Example of Sensitive Data Definition (SDD) Logic PHI Sensitive Data Definition (SDD) ExampleWhich HIPAA Identifiers Map to PHI?What Scan Playbook Actions are best for PHI in a HIPAA context?Which identifiers are highest risk?Are There Examples of RegEx for Common Health Information Data Types?
GDPR
What is the safest approach (actions) to GDPR data?Which Classification Labels are Best for GDPR?What Log Settings can affect the GDPR Audit Trail?What settings in Spirion Sensitive Data Platform impact GDPR Compliance?How do I Configure Agent-side Masking for GDPR?
NTFS
What Permissions does the Agent need for NTFS Classification?What Share permissions are required for NTFS?What Causes "Access Denied" Errors?
CUI
Example: CUI Classification Scan PlaybookExample: Basic CUI Classification Scan PlaybookExample: CUI and ITAR Classification Scan PlaybookCUI Regular Expressions (RegEx) and RecommendationsCUI-related RegEx: How do I Reduce False Positives?
PCI/PCI-DSS
Example: PCI Classification Scan PlaybookExample: PCI DSS Compliance Playbook
Purview
How to Configure and Use the Microsoft Purview and Spirion IntegrationSpirion and Microsoft Purview: 8 FAQs on Enhanced Data ProtectionHow to Create Purview Sensitivity Labels for Testing MIP Labels and ProtectionEnhancing Microsoft Purview with Spirion for Complete Data Protection
Tips
Tips: How can I monitor pagefile usage during a scan?Tips: What are the Best Practices to Optimize Memory Usage During Scans?Tips: How does Despeckle interact with other OCR settings like Deskew?Tips: How to find the Outlook Folder GUIDs to use?Tips: How do I handle permission issues with Folder GUID scanning?Tips: What are common errors when Folder GUID permissions are insufficient?Tips: How to automate retrieving Folder GUIDs for multiple usersTips: What are best practices for scanning large (Exchange) mailboxes?Tips: What are the Best Ways to Handle Duplicate Results from Scans of (Email) Public Folders?Tips: How does scanning Online Archives affect scan duration?
Release Notes
Spirion Sensitive Data Platform/Sensitive Data Manager Release NotesAbout Spirion Greyhound Agents (v13+)Spirion (SDP/SDM) Windows Agent version 13.6.2 Release NotesSpirion (SDP/SDM) Windows Agent version 13.6.1 Release NotesSpirion (SDP/SDM) Windows Agent version 13.6 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.6.3 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.6.1 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.6 Release NotesSpirion (SDP/SDM) Windows Agent version 13.5.1 Release NotesSpirion (SDP/SDM) Windows Agent version 13.5 Release NotesSpirion (SDP/SDM) Windows Agent version 13.4.2 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.5 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.4.1 Release NotesSpirion Sensitive Data Platform (SDP) Console version 13.4.2 Release NotesSpirion Sensitive Data Platform (SDP) Linux Agent version 12.6.5.1 Release NotesSpirion Sensitive Data Platform (SDP) Mac Agent version 12.6.5 Release NotesSpirion Sensitive Data Platform (SDP) Mac Agent version 12.6.4 Release NotesSpirion Sensitive Data Manager (SDM) Console version 13.3.2 Release NotesSpirion Sensitive Data Manager (SDM) Console version 13.3.1 Release NotesSpirion (SDP/SDM) Windows Agent version 13.3 Release Notes
Reporting API
How to Use the Reporting APIHow to Access Specific Custom Reports Using PowerBI (via Spirion Reporting API)How To Get Report IDs for Spirion Custom ReportsSpirion Sensitive Data Platform REST API for Reporting
Customer Support Articles
Endpoint for Windows Configuration Reference GuideEndpoint Software Command Line InterfaceBasic Troubleshooting Steps (Enterprise Console)Endpoints or Results Fail to be Displayed in the ConsoleMongoDB and TLS 1.3SQL Client SQL Exception ErrorHow to Troubleshoot Spirion Client Search Failures and How to WhitelistCustomer Notice – Spirion Agent Update & Security Assessment for PostgreSQLHow to Enable Verbose/Debug Logging for the Endpoint ServiceHow can I monitor the status of a queue job?Can I monitor the job queue status automatically?Troubleshooting: "Unable to find job queue: search_queue"How to Verify the Discovery Agent's StatusHow to check if port 6433 is open on your networkWhat is the SDM Translator Service?Can Spirion Sensitive Data Platform be integrated with Microsoft Active Directory?Windows ARM SupportFrom Discovery to Action: Maturing Sensitive Data Risk RemediationCPU/Chipset SupportEnhancing Data Protection: 7 FAQs on Spirion and MPIP IntegrationDoes your DLP solution protect data using a Zero Trust model?What is DLP as a service and when is it right for your organization?Spirion Sensitive Data Platform Installation Errors: Error code 1723Spirion Sensitive Data Platform for Linux: Tips and TricksComplete Your Microsoft 365 Data Protection StackSpirion Sensitive Data Platform Console MaintenanceSpirion Customer Support site has moved to archTIS Help CenterHow to Create a Single Tenant App for OneDrive and Exchange Online SearchesHow to Configure Spirion for Sybase DiscoveryHow to Use Certificates to Authenticate with SharePoint OnlineHow to Quarantine to a Remote Location Using Spirion Sensitive Data PlatformA Server Error has Occurred: How to use the Chrome Developer ToolsWhy doesn't my Oracle 19c Database scan?How to Enable Full Disk Access on a Mac AgentWhy is My Scan Node Running Out of Disk Space?What to do about Message Processing and Delays, also known as 'Lag,' in SpirionDetails About the Box API used by Spirion to Search Box AccountsHow to Build a Mac Package (PKG)How to Sanitize AgentsHow to Set User and Role AccessHow to Enable SSL Communication between Linux Agents and the Spirion ConsoleHow to Enable HTTPS for the Spirion ConsoleHow to Search BoxFAQ: How do I avoid being prompted to re-login to the Spirion console?Spirion Sensitive Data Platform Scan PerformanceHow to Authenticate to SharePoint On-PremiseHow to Configure Spirion Sensitive Data Platform to Connect to an Oracle DatabaseFAQ: Linux 12.5 Client Package Build WorkaroundTroubleshoot Exchange Online Using Microsoft Graph ExplorerFAQ: What to do when an agent will not start the discovery team scan?Required SQL Server PermissionsHow to Scan Microsoft Teams with Spirion Sensitive Data PlatformField Input Using Linux Machines Anti-virus Alerts Received during Spirion SearchVersion 13.6 MSI Installation Issues - Exe file not signedWhat are common firewall rules needed for distributed scans?How do I create a custom regex for medical record numbers?

User Management Overview

The User Management screen is where you manage Users and Roles in your organization.

The User Management screen is where you manage Users and Roles in your organization.

You can:

  • Manage Users
  • Manage Roles
  • Reset Passwords
  • Reset Authenticators
  • Import and Export Lists of Users
  • Configure Single Sign On


Was this article helpful?

Powered by Product Fruits