SMB/CIFS Share

Common Internet File System (CIFS) is a cross-platform, transport-independent protocol that provides a mechanism for client systems to use file and print services made available by server systems over a network.

This section covers the following topics:

• Prerequisites

• Add SMB/CIFS Share data store

• Add SMB/CIFS Share scan

Prerequisites

• Use a Windows proxy agent.

• Ensure that the target storage is accessible from the Proxy agent host.

Add SMB/CIFS Share data store

To add the SMB/CIFS Share data store:

1. Log on to the CipherTrust Manager GUI.

2. Open the Data Discovery and Classification application.

3. Click Data Stores > Data Stores > Add Data Store. The Add Data Store screen is displayed.

4. Complete the following steps:

   1. Select Type & Category

   2. General Info

   3. Configure Connection

   4. Add Access Control & Tags

Select Type & Category

1. Under Select Data Store Category, select Network.

2. From Select Server Type, select SMB/CIFS Share.

3. Click Next.

General Info

1. Specify the following details:

   • Data Store Name: Name for the data store.

   • Description (Optional): Description for the data store.

   • Location Name: Location of the data store.

   • Add Location: Click Add Location to add new locations to the Location Name drop-down. Refer to Adding Locations for detailed steps.

   • Sensitivity Level (Optional): Sensitivity level for the data store. Refer to Sensitivity Levels for details.

   • Enable Data Store: Whether to enable the newly added data store. Select the check box to enable the data store.

2. Click Next.

Configure Connection

1. Specify the credentials of the SMB/CIFS Share domain:

   Field	Description
   Hostname/IP	Specify a valid hostname, IP address, or URI of the data store. For example, if Windows share path is \\remote-server-name\share-name, enter remote-server-name in the field.
   Share Name	Specify a valid Windows share name. Following characters are not allowed in the Share Name: =*?,<>|;:+[]"/\. caution Do not confuse Share Name with Network Path. In Windows, Share Name is typically set in the Advanced Sharing settings in the folder sharing properties.
   User	Specify user name. Use appropriate format for the target Windows hosts credentials. <domain\username> - Use this format when Windows target host resides in the same Active Directory domain as Windows proxy agent. <target_hostname\username> - Use this format when Windows target host does not reside in the same Active Directory domain as Windows proxy agent. <username> - Use this format if none of the above formats work.
   Password	Specify password.

   Tip

   DNS / DNS reverse resolution may increase the time to scan. Make sure that you optimize your DNS resolution or modify the agent's hosts file to skip the external DNS resolution as indicated in this technical note.

2. In the Select Number of Agents field, set the minimum and maximum number of agents for the data store. Refer to Agents for more information.

   Warning

   • As there is no limit on the number of minimum and maximum agents that you can set, you should exercise caution so that you do not impact the system performance by using too many resources for a single scan.
   • You will not be able to add a datastore if the minimum number of agents cannot be assigned.
   • A scan will fail if the assigned agent is unavailable after adding the datastore.
   • The minimum number of agents must be less than or equal to the maximum number of agents.

3. (Optional) In the Add Label field, enter a label. You can also remove an existing label.

4. Click Next.

Add Access Control & Tags

1. (Optional) Grant the All groups (default) access for reports. Alternatively, select a group.

2. Click Save.

The data store is added to the Data Stores page. If the Ready to Scan column shows Ready, then data store is properly configured.

For more information on Access control and Tags, expand the section below.

Add SMB/CIFS Share scan

To add a scan for the SMB/CIFS Share:

1. Open the Data Discovery and Classification application.

2. Click Scans > Add Scan. The Add Scan screen is displayed.

3. Complete the following steps:

   1. General Info

   2. Select Data Stores

   3. Add Targets

   4. Select Profiles

   5. Add Filters

   6. Schedule Run

   Refer to Scans for the description of sections of the Add Scan screen.

General Info

1. Specify a Name for the scan.

2. (optional) Add a Description for the scan.

3. Expand Advanced Configuration and specify advanced configurations such as Scan Priority, Memory Usage Limit, and Amount of Data Object Volume. Refer to Advanced Configuration for details.

4. Click Next.

Select Data Stores

1. Under Data Store Name, select the desired data store that is Ready for scanning. You can select multiple data stores, if required.

2. Click Next.

Add Targets

1. To add a scan target, do one of the following:

   • Add target path manually.

     Under the Add Target field, specify the correct target path and click Apply. For example, <folder_name>/filename.txt.

   • Navigate and add target paths.

     1. Click Browse to navigate target paths from the root level.

        Alternatively, provide an initial path in the Add Target Path field and click Browse to navigate targets from that point onward.

     2. In the left pane, navigate and select the desired target path.

     3. Click Add Path to add the target path to the right pane. Similarly, add other target paths.

     4. Click Add.

     Tip

     Either navigate the target paths from the root level (without specifying any path in the Add Target Path field) or make sure you provide the correct path to navigate further locations within it.

2. Click Next.

Select Profiles

1. Under Classification Profile Name, select the desired classification profiles to search for in the data store. You can select multiple data stores, if required. Refer to Classification Profiles for details on classification profiles.

2. Click Next.

Add Filters

This step is optional.

1. Select the desired filter from the Select Filter drop-down list.

   To filter the locations to scan an SMB/CIFS Share data store, consider the following syntax.

   Note

   Exclude Path/DO by prefix, suffix, and expression filters support wildcard characters. See Using wildcard characters to learn how wildcards work.

   • Exclude Path/DO by prefix

     Excludes paths or data objects that begin with a given string. It can be used to exclude entire directory trees. Specify <string>.

   • Exclude Path/DO by suffix

     Excludes paths or data objects that end with a given string. Specify <string>.

   • Exclude Path/DO by expression

     This filter is majorly used with wildcard characters.

     Excludes paths or data objects that matches the given expression. Specify <string>.

     For example, to exclude locations that contain 'blob' in their path, use expression *blob*.

   • Include DO modified recently

     Includes data objects modified within N number of days from the current date, where the value of N ranges from 1 to 99 days. After selecting this filter, specify Days from current date.

   • Exclude DO greater than size

     Excludes data objects that are larger than a given file size (in MB). After selecting this filter, specify the file size in MB.

   • Include DO's within modification date

     Includes data objects modified within a given range of dates. After selecting this filter, specify Start and End dates.

2. Click Apply.

3. Repeat the above steps to apply multiple filters. Click Remove to remove any applied filter.

4. Click Next.

Schedule Run

1. Specify the scan run frequency. The two options are:

   • Manual: This is the default option. Select this option to run the scan manually. Select the Run Now check box to start the scan run after you save the changes.

   • Scheduled: Select this option to configure the scan to run automatically at the specified time.

   Refer to Schedule Scan for more details on scheduling scan runs.

2. Click Save.