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Informant for SharePoint

Informant for SharePoint

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Govern Content, Enforce Compliance, Mitigate Risk


Analyze Content and Enforce Compliance
Standards in SharePoint

 

Overview

Need to enforce compliance and effectively mitigate risk in SharePoint and Office 365, or other data sources?  Informant for SharePoint is designed to do just that!

Data at rest across the enterprise is growing at an exponential rate right now.  Today, users have more options than ever before when creating file content, and many organizations have uncontrolled and unmanaged content growth on one or more of the following platforms: SharePoint, File Systems, Microsoft SkyDrive, Dropbox, Google Docs, Amazon S3, and Outlook e-mail.

Know your data and get a handle on your content today – let Informant for SharePoint analyze the contents of your files and effectively assure compliance, reduce risk, and automate governance.  Download the public preview of Informant today!

  • Achieve Compliance: Enforce industry compliance standards, including federal and international accessibility guidelines, and other external regulations through policy driven actions in SharePoint, Office 365, and the file system
  • Mitigate Risk: Manage risk effectively and protect sensitive information from exposure, such as financial misstatement or the inadvertent release of data, through proactive and automated policy driven actions in SharePoint, Office 365, and the file system
  • Discover and Report: Actively monitor and create detailed reports on your content, including the ability flag objects outside of policy so that you can take automated action in accordance with your SharePoint governance plan
  • Identify Sensitive Information: Rapidly analyze content across multiple sources and identify sensitive information, such as PII, PHI, 508 Compliance, and other privacy data, inside the actual files through advanced crawling and sophisticated text analytics
  • Improve Data Security: Set desired permissions or lock-down objects, such as sites, lists and libraries, folders, and items that are outside of policy across multiple content sources
  • Take Action: Copy, move, delete, modify permissions, auto-tag, archive, backup, and set field values based on analysis and compliance policy reports
  • Retention: Preserve content in accordance with compliance and company retention policies through intelligent auto-classification
  • Schedule: Use Windows scheduler to crawl, analyze, and take action according to the compliance and risk management policies that you specify through PowerShell or the command line
  • Performance: Load balancing across all front-end web servers for efficient resource utilization

Informant for SharePoint is agentless. MetaVis tools utilize the SharePoint API so there are never any required server side controls to install or deploy.

Informant for SharePoint supports Office 365, SharePoint 2013, all previous versions of SharePoint, hosted or on-premises, Dropbox, and the File System. Support for Google Docs, Amazon S3, Azure and Outlook Email. Available for both Windows and Mac OS X.

Benefits

  • Achieve Compliance: Enforce industry compliance standards, including federal and international accessibility guidelines, and other external regulations through policy driven actions in SharePoint, Office 365, and the file system

 

  • Mitigate Risk: Manage risk effectively and protect sensitive information from exposure, such as financial misstatement or the inadvertent release of data, through proactive and automated policy driven actions in SharePoint, Office 365, and the file system

 

  • Discover and Report: Actively monitor and create detailed reports on your content, including the ability flag objects outside of policy so that you can take automated action in accordance with your SharePoint governance plan

What's New

RSS

Release 2.1.4.201305191543

Release Date: Sun, 19 May 2013 15:43:00 -0400

New Features

  • Added the option to copy Title, Subject, Author and Keywords property fields from PDF files to the fields of the document library when copying PDF documents to SharePoint locations

Extensions

  • Added the global profile option to support uploading Office 2003 documents to SharePoint libraries that have enabled custom workflow or event receiver processes relying on the document properties

Release 2.1.4.201305121838

Release Date: Sun, 12 May 2013 18:38:00 -0400

Extensions

  • Added Global Profiles parameter Lookup Threshold to control the maximum number of lookup columns that could be retrieved from the list in one query

Release 2.1.4.201305051433

Release Date: Sun, 05 May 2013 14:33:00 -0400

Release 2.1.4.201304301436

Release Date: Tue, 30 Apr 2013 14:36:00 -0400

Release 2.1.4.201304281319

Release Date: Sun, 28 Apr 2013 13:19:00 -0400

Release 2.1.4.201304211006

Release Date: Sun, 21 Apr 2013 10:06:00 -0400

New Features

  • Added command line parameter -filterfrom to support quick filtering of recently modified items for migration, backup and content scanning purposes

Release 2.1.4.201304140901

Release Date: Sun, 14 Apr 2013 09:01:00 -0400

Extensions

  • Added the option to execute Informant and Administrator content scan using multiple parallel threads to improve data scan performance
  • Added Global Profile parameters "Max Threads for Copy" and "Max Threads for Scan" instead of the former "Max Parallel Threads" to control the multi-threading for parallel list copy during site migration and for the content scanner respectively
  • Renewed application setup digital signatures for 32- and 64-bit platform setup as well as for the individual Backup and Security Manager products

Release 2.1.4.201304071229

Release Date: Sun, 07 Apr 2013 12:29:00 -0400

Release 2.1.4.201303311114

Release Date: Sun, 31 Mar 2013 11:14:00 -0400

Extensions

  • Improved the visual appearance and ergonomics of the Summary Log Viewer by identifying the nodes with the failed sub-records with the special icon

Release 2.1.4.201303241136

Release Date: Sun, 24 Mar 2013 11:36:00 -0400

Extensions

  • Added the option to navigate to the online Help from the connection error message dialog to simplify troubleshooting of SharePoint connections

Release 2.1.4.201303171254

Release Date: Sun, 17 Mar 2013 12:54:00 -0400

New Features

  • Added the function to discover site collections in Office 365 SharePoint 2013 tenancies
  • Added the function to perform Office 365 SharePoint 2013 tenancy level Informant / Administrator data scan for multiple selected site collections using the single tenancy administrator account

Release 2.1.4.201303101106

Release Date: Sun, 10 Mar 2013 11:06:00 -0400

New Features

  • Added the option to perform Informant or Administrator content scan on the server farm level using command line script

Extensions

  • Added the option to scan all selected site collections within a SharePoint farm using single farm administrator account when performing Informant or Administrator data analysis
  • Added the option to scan subsites of the selected server farm site collections when performing Informant or Administrator data analysis

Release 2.1.4.201303030958

Release Date: Sun, 03 Mar 2013 09:58:00 -0500

Release 2.1.4.201302241229

Release Date: Sun, 24 Feb 2013 12:29:00 -0500

New Features

  • Added the function to specify the replacement character for each individual illegal character as well as specify custom replacement rules for the file renaming when uploading files from file system, Google Drive or messages from MS Exchange to SharePoint libraries
  • Added the function to apply Informant / Administrator content scanner policy groups on the server farm level for multiple selected site collections
  • Added Administrator content scanner condition to detect site collection size
  • Added Administrator content scanner condition to detect site collection size in relation to the site collection quota

Extensions

  • Changed the icon for context Help menu across the application dialogs

Release 2.1.4.201302171030

Release Date: Sun, 17 Feb 2013 10:30:00 -0500

Extensions

  • Added global parameter "Quick Term Lookup" to improve performance of the term store queries in certain situations
  • Updated User Manual: Updated Live Compare section to reflect new GUI and new functionality

Release 2.1.4.201302101216

Release Date: Sun, 10 Feb 2013 12:16:00 -0500

New Features

  • Added the Administrator content scanner condition that detects lists with certain versioning settings
  • Added the Administrator content scanner action that changes lists versioning settings

Release 2.1.4.201302031322

Release Date: Sun, 03 Feb 2013 13:22:00 -0500

New Features

  • Added Informant content scanner condition that detects SharePoint sites that had been accessed since the specified number of days ago
  • Added Informant content scanner condition that detects SharePoint sites that had been modified since the specified number of days ago

Release 2.1.4.201301280942

Release Date: Mon, 28 Jan 2013 09:42:00 -0500

Release 2.1.4.201301271154

Release Date: Sun, 27 Jan 2013 11:54:00 -0500

New Features

  • Added support for "Run Using CSV file" for "Use Informant Policy Group" activity that allows to execute or schedule the same policy group scan for multiple destinations
  • Added the ability to schedule, execute, run incrementally and group content scan analysis activities in the Informant-only edition

Extensions

  • Added the function to create new schedule-able and group-able activity using Create New Activity function for the Informant content scan in the Change Manager enabled Informant editions

Release 2.1.4.201301201516

Release Date: Sun, 20 Jan 2013 15:16:00 -0500

New Features

  • Added support for date range filter criteria for all filters conditions across the product line and interfaces
  • Added the function to schedule, edit, run and view execution history of the content scanning Informant activities in Change Manager scheduler for the editions that include both Informant and Change Manager options

Extensions

  • Added the marker field to the HTTP header of all communication packages sent by the software to SharePoint servers to simplify firewall rules configuration
  • Updated User Manual: Updated the section about the Informant content analyzer

Release 2.1.4.201301131243

Release Date: Sun, 13 Jan 2013 12:43:00 -0500

New Features

  • Added PII condition in the Informant content scanner that detects documents with URL addresses inside
  • Added the function to re-order content in the operation log viewer to group errors by the error categories to analyze the result of the application function more efficiently
  • Added support to set Created / Modified At fields to the "Set SharePoint Field Value" action of the Informant content scanner

Extensions

  • Improved GUI for wrapping long rule conditions on the rule editing dialog to display conditions in multiple lines

Release 2.1.4.201301061441

Release Date: Sun, 06 Jan 2013 14:41:00 -0500

Release 2.1.4.201212291945

Release Date: Sat, 29 Dec 2012 19:45:00 -0500

Release 2.1.4.201212231312

Release Date: Sun, 23 Dec 2012 13:12:00 -0500

New Features

  • Added the option to "Match the Whole Word" when performing the search for vocabulary words in the document content in the Informant content scan
  • Added the function to print the values of the selected list custom fields to the CSV Report and to the operation log produced with the Informant scan for the documents detected by the policy groups
  • Added new PII condition in the Informant content scanner that detects documents with IP Addresses inside

Extensions

  • Added the function to export and import multiple selected rules and policy groups in the Informant governance scanner
  • Added the values detected by the regular expression condition to the generated report and the operation log after the Informant scan
  • Added the visual feature to add Rules to a Policy Group using the context menu in "Policy Groups" and "Rules" views
  • Added the integration with Windows Scheduler on Windows Server 2008
  • Added the global parameter controlling the delay between list query retrieving chunk pages from the long lists to address the issues with network security handling large volume or large frequency requests

Release 2.1.4.201212161247

Release Date: Sun, 16 Dec 2012 12:47:00 -0500

New Features

  • Added an option to perform case insensitive search for the vocabulary words to the "Document Content Contains..." condition of the Informant scan
  • Added an option to perform case insensitive query in the "Item Field Value" condition of the Informant scan

Extensions

  • Added the function to edit rules in policy groups
  • Added the special section for the scanner rule actions in addition to the section with the rule conditions on the rule editing dialog
  • Added pre-packaged rule templates to Informant scanner for "Auto-Tagging", "Conditional Document Relocation" and "Quarantine Document Based on User Access" rules
  • Added the function to import and export rules to the Informant data scanner

Release 2.1.4.201212091246

Release Date: Sun, 09 Dec 2012 12:46:00 -0500

New Features

  • Added the function to scan documents to identify content containing vocabulary terms given by the selected taxonomy term set
  • Added the function to scan documents to identify content containing vocabulary terms given by the selected lookup list
  • Added the information about the count of the number of times the vocabulary word appeared in the document content to the generated CSV report produced by the Informant policy scan
  • Added the information about the timestamp of the event detection to the generated CSV report produced by the Informant policy scan

Extensions

  • Added a ribbon toolbar image for hidden tabs displaying the number of tabs hidden
  • Renamed scanning rule condition section from "Financial" to "PII"
  • Added new scanning rule condition section "Permission Conditions" for SharePoint permission related conditions

Release 2.1.4.201212021317

Release Date: Sun, 02 Dec 2012 13:17:00 -0500

New Features

  • Added the Informant scanner rule condition that identifies items with the broken permission inheritance
  • Added the Informant scanner rule condition that identifies items with the specified permission (principal and permission level) in the object permission set
  • Added the Informant scanner rule action that assigns specified content type to the identified items

Extensions

  • Added support for Date value data type in Document Field Condition on the Informant rules definition screen. The feature adds the capability to specify content analytics scan based on the date fields including created and modification dates
  • Updated the help balloon for the Document Field condition and action for the Informant scanner rule editing screen
  • Added Term Store product button to the platform Tool Box product switch dialog

Release 2.1.4.201211251140

Release Date: Sun, 25 Nov 2012 11:40:00 -0500

New Features

  • Added support for direct claims/ADFS based authentication for on-premises on hosted (Office 365) SharePoint sites that would not require browser connection technique
  • Added the function to perform incremental crawl in the Informant based on the specified date using both interactive GUI or command line script

  • Added support for Created By and Modified By properties in "Document Field" condition and "Set Field Value" Informant action

Extensions

  • Extended operation log and CSV report with the information about details of the condition that triggered an event including the actual values (credit cards, SSNs, vocabulary terms) extracted from the document, file or item that resulted in the triggering this item
  • Updated main application icon
  • Added help button for SharePoint field dialog in Rule builder

Release 2.1.4.201211181138

Release Date: Sun, 18 Nov 2012 11:38:00 -0500

New Features

  • Added support for custom claims based authentication with Federated NTLM authentication provider for Office 365 SharePoint online sites
  • Added support for direct claims/NTLM based authentication for on-premises SharePoint sites that would not require browser connection technique
  • Added the function to execute Informant rules and policy groups for the content provided by the CSV Spreadsheet reports produced by Informant reporting policy groups
  • Added support for the condition sensitivity for Credit Card and SSN detection conditions as well as to search by vocabulary and by regular expression conditions that report a file or a document in case the conditions is fired more than specified number of times

Extensions

  • Updated main application icon
  • Updated icons on a Backup ribbon toolbar tab page

Release 2.1.4.201211111135

Release Date: Sun, 11 Nov 2012 11:35:00 -0500

New Features

  • Added ribbon toolbar tab-page for the Informant module and edition

Extensions

  • Updated application splash screen, tool box icons, ribbon toolbar and navigator tree sub-sites and lists icons and drop down menu icons as well as drop down menu options labels to reflect the style of SharePoint 2013
  • Ported Core Properties WEB Service to work with SharePoint 2013. The service version is 1.1.201211021051
  • Added support for the Person or Group field type to the Informant action that assigns a value to a SharePoint field
  • Added the function to enforce Informant crawler license number of processed objects limitation
  • Added Informant icon to the application tool box
  • Added context menus to manage rules and policies for the Informant module and edition
  • Updated Informant icons and labels to better reflect the product messaging

Release 2.1.4.201211041207

Release Date: Sun, 04 Nov 2012 12:07:00 -0500

New Features

  • Added the Informant action to delete SharePoint items
  • Production release of the Informant edition. Initial functions include: scanning of SharePoint and File System content, identifying data based on the pre-configured rules, reporting and taking actions with the identified content

Extensions

  • Added product icons for the hidden ribbon toolbar tabs dropdown menu
  • Added different site icons to differentiate SharePoint 2010 and SharePoint 2013 sites in the navigation tree

Release 2.1.4.201210271214

Release Date: Sun, 28 Oct 2012 12:14:00 -0400

New Features

  • Added the ability to use the same condition or action multiple times in the same rule with possibly different parameters
  • Added the condition to search document content using regular expressions
  • Added the function to define formulas for the rule conditions to build complex criteria

Extensions

  • Changed the graphical solution to remove conditions and actions from the rule definition
  • Added the function to dynamically rearrange ribbon toolbar pages if they do not fit to the screen. The hidden pages are accessible using "See More >>" control on the right side of the ribbon toolbar

Release 2.1.4.201210211232

Release Date: Sun, 21 Oct 2012 12:32:00 -0400

New Features

  • Added the Informant rule action to grant an item permission to a group or a user
  • Added support for Site Minder claims based authentication scheme when connecting to SharePoint sites

Extensions

  • Added confirmation dialog for overwrite existing rule when creating a new one
  • Added the function to open online user manual instead of local help file for Mac OS X platforms

Release 2.1.4.201210141204

Release Date: Sun, 14 Oct 2012 12:04:00 -0400

New Features

  • Added the function to execute Informant rule crawl for the selected object from the command line script
  • Added the rule condition that detects files at file system or SharePoint location that contain one or several terms specified in the condition criteria
  • Added the rule action that assigns the value retrieved from the document based on the vocabulary term specified in the rule condition to list field

Extensions

  • Added the script integration with Windows 8 and Server 2012 Task Scheduler

Release 2.1.4.201210071016

Release Date: Sun, 07 Oct 2012 10:16:00 -0400

New Features

  • Added the rule action that copies documents between SharePoint libraries
  • Added the rule action that copies files from File System to SharePoint libraries
  • Added the rule action that copies files from SharePoint libraries to File System including field values saved in the CSV file
  • Added the rule action that copies files between File System locations

Extensions

  • Enabled Browser Connect functionality in the default setup allowing alternative connection to claims-based protected sites using WEB Browser
  • Updated User Manual

Release 2.1.4.201209301607

Release Date: Sun, 30 Sep 2012 16:07:00 -0400

New Features

  • Added the function to disable automatic software updates controlled by the global variable "Enable Automatic Updates"

Extensions

  • Added support for folders in "Apply Rule" dialog resource browser. Added the function to select a single folder as a target for the rule pack execution
  • Updated User Manual: Updated the page for Command Line Scripting, updated Appendix 5.2.10 to reflect enhancements made to Reprocessing Failed Items and updated 6.2.5 to reflect enhancements made to copying using CSV

Release 2.1.4.201209231325

Release Date: Sun, 23 Sep 2012 13:25:00 -0400

New Features

  • Added a rule action to assign a value to a SharePoint field. Supported fields and values include Single and Multiple lines of text, Number, Currency, Choice, Lookup, Checkbox, Managed Metadata fields
  • Added the reason field to each record generated by Generate CSV action about why the object appeared in the CSV file including the condition that triggered the rule

Extensions

  • Added the function to delete rules from the rule packs
  • Added the operation log record detail about the reason the object appeared in the log including the condition that triggered the rule
  • Added the capability to scroll through all possible rule conditions and actions while editing rule on the rule creation or updating dialog

Release 2.1.4.201209161512

Release Date: Sun, 16 Sep 2012 15:12:00 -0400

New Features

  • Added a rule condition that checks for the value in SharePoint field using direct, range and regular expression compare as well as the existence of the value and the existence of the field

Release 2.1.4.201209091435

Release Date: Sun, 09 Sep 2012 14:35:00 -0400

Extensions

  • Added operations log to the SharePoint and File System Governance crawler

Release 2.1.4.201209021243

Release Date: Sun, 02 Sep 2012 12:43:00 -0400

New Features

  • Added the function to connect to Microsoft Forefront Threat Management Gateway (TMG) protected sites with claims based authentication
  • Added the function to connect to Roxen Identity Management protected sites with claims based authentication
  • Added new rule conditions: File Name Regular Expression Check, File Name Contains..., File Name Ends With..., File Name Length is...
  • Added Pre-Migration Checklist functionality for File System and SharePoint targets that covers File Name, Length, Size and Invalid Character Restrictions and Recommendations

Release 2.1.4.201208261126

Release Date: Sun, 26 Aug 2012 11:26:00 -0400

New Features

  • Added the function to connect to RSA Identity and Access Management protected sites with claims based authentication

Release 2.1.4.201208191851

Release Date: Sun, 19 Aug 2012 18:51:00 -0400

New Features

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