Working with Data Assets and Targets

The Data Assets and Targets screen is where you can view and manage Assets and Targets. It's important to remember:

  • Assets

    • Locations, physical or cloud, that contain Targets. For example, an SQL Server housed at your business or a Dropbox account you maintain.

    • They contain single or multiple Targets

    • They may be a type that can be listed, but Targets are not scannable at this time.

  • Targets

    • Any data locations within an Asset that SDP can scan.

    • They can be in a “physical” box that can be scanned or a cloud Asset with data.

  • Examples include:

    • An SQL server (Asset) with multiple SQL Databases hosted on it (Targets)

    • A SharePoint Online instaddance (Asset) with multiple sites (Targets)

    • A Workstation (Asset and single Target), or a Azure Data lake (Asset that can’t be scanned)

Expand a section for more information:

1. From the left menu, click Data Asset Inventory.

2. Click Data Assets and Targets.

3. On the Data Assets and Targets screen, Assets tab is displayed in a list sorted by:

  • Asset Name

  • Asset Type

  • Admin Department

  • Asset Owner

  • Hosting Location

  • Status

  • SDV3 Risk

  • More options

4. On the Data Assets and Targets screen, Targets tab displays two sections:

  • All Targets section:

    • Click a specific Target type or All Targets to see all available Targets.

    • Click a right arrow to expand a Parent Target to view Child Targets.

  • Columns:

    • Target

    • Status

    • Last Heartbeat

    • Policy

    • Version

    • SDV3 Risk

    • More options

You can search for a Data Asset by:

  • Asset Name

  • Asset Type

  • Admin Department

  • Asset Owner

  • Hosting Location

  • Status

1. Type the query in the search box and the results are sorted and displayed in the list below.

2. Click the x to clear the search term.

When you create a new Data Asset, you need to fill out the information in the tabs and their respective fields. Some data is required and some is optional. Each section will indicate what are the requirements and if you have met them using the following criteria:

  • Some of the fields are required:
  • Fields in this section are optional:
  • All required fields are filled out:

To create a new Data Asset:

1. In the top right of the screen, click New Asset.

2. The New Asset screen sorted by tab and then rows that you fill out with the asset information. Use the arrows to expand and collapse each section.

1. Names, Status & Types: Fill in the following:

a. Name: Type the Asset name.

b. Description: Type the Asset description.

c. Status: Select an option from the drop-down list.

2. Owner & Department: Fill in the following:

a. Asset Owner: Select an option from the drop-down list. You can add and edit an asset owner as well. Expand a section for more information.

1. Click the Add link.

2. Fill in the following information on the New Asset pop-up window:

1) Name:

2) Title:

3) Phone:

4) Email:

3. Click Save & Add to save or Cancel to discard the changes.

1. Select an asset owner from the drop-down list to edit.

2. Click the Edit link.

3. Fill in the following information on the Edit Owner pop-up window:

1) Name:

2) Title:

3) Phone:

4) Email:

4. Click Save to save or Cancel to discard the changes.

1. Select an asset owner from the drop-down list to edit.

2. Click the Edit link.

3. Click Delete on the Edit Asset Owner.

4. Click Confirm to delete or Cancel to discard the changes.

b. Administrating Department: Select an option from the drop-down list. You can add and edit an administrating department as well. Expand a section for more information.

1. Click the Add link.

2. Fill in the Name on the New Administrating Department pop-up window.

3. Click Save & Add to save or Cancel to discard the changes.

1. Select an administrating department from the drop-down list to edit.

2. Click the Edit link.

3. Edit the Name on the Edit Administrating Department pop-up window:

4. Click Save to save or Cancel to discard the changes.

1. Select an administrating department from the drop-down list to edit.

2. Click the Edit link.

3. Click Delete on the Edit Administrating Department.

4. Click Confirm to delete or Cancel to discard the changes.

5. Hosting: Fill in the following

a. Hosting Provider: Type the hosting provider name.

b. System ID: Type the provider system ID.

c. Hosting Locations:

5) Click Hosting Locations.

6) Do one of the following:

1. Select a location from the list.

2. Click Add Selected.

3. The location appears as a tile in the Hosting Locations section.

1. Click + Hosting Locations.

2. Type the name of the location in the search box. The matching location(s) are displayed.

3. Select the location and click Add Selected.

4. The location appears as a tile in the Hosting Locations section.

1. Click + Hosting Locations.

2. Fill out the following:

d. Name: Type the name of the hosting location.

a. Country: Select an option from the drop-down list.

b. Address Line 1: Type the address.

c. Address Line 2: Type the second address line, if applicable.

d. City: Type the name.

e. State/Province: Type the name.

f. Zip/Postal Code: Type the code.

3. Click Save & Add to add the new location or Cancel to discard.

4. Click +Hosting Locations.

5. Search and select the newly added location from the list.

6. Click Add Selected.

7. The location appears as a tile in the Hosting Locations section.

1. In the Hosting Locations section, locate the location you want to delete.

2. Click the x.

Note: This action is immediate and cannot be undone.

4. Security Measures: Add the following, as applicable:

1. Click + Organizational Security Measures.

2. Select a security measure from the list and click Add Selected.

3. The security measure appears as a tile in the Organization Security Measures section.

1. Click + Organizational Security Measures.

2. Type the name of the security measure in the search box. The matching measure(s) are displayed.

3. Select the location and click Add Selected.

4. The security measure appears as a tile in the Organizational Security Measures section.

1. Click + Organizational Security Measures.

2. Click + Organization Security Measures.

3. In the New Organizational Security pop-up window, fill in the following:

a. Name: Type the name of the new security measure.

b. Description: Type a description of the new security measure.

c. Click Save & Add to create the security measure or Cancel to discard.

4. Select the new security measure from the list and click Add Selected.

5. The new security measure appears as a tile in the Organizational Security Measures section.

1. In the Organizational Security Measures section, locate the security measure you want to delete.

2. Click the x.

Note: This action is immediate and cannot be undone.

You can manage your Technical Security Measures with the following:

1. Click + Technical Security Measures.

2. Select a security measure from the list and click Add Selected.

3. The security measure is displayed in the Technical Security Measures section.

1. Click +Technical Security Measures.

2. Type the name of the technical security measure in the search box. The matching measure(s) are displayed.

3. Select a technical security measure from the list and click Add Selected.

4. The security measure appears as a tile in the Technical Security Measures section.

1. Click +Technical Security Measures.

2. Click +Technical Security Measures.

3. In the New Technical Security Measure pop-up window, fill in the following:

a. Name: Type the name of the new technical security measure.

b. Description: Type a description of the new technical security measure.

c. Vendor: Select an option from the drop-down list.

d. Click Save & Add to create the security measure or Cancel to discard.

4. Select the new technical security measure from the list and click Add Selected

5. The security measure appears as a tile in the Technical Security Measures section.

1. In the Technical Security Measures section, locate the security measure you want to delete.

2. Click the x.

Note: This action is immediate and cannot be undone.

5. Click Next to go to the next tab or Exit Without Saving to discard.

1. Assets: Fill in the following:

a. Asset Type: Select Spirion Delivered or Custom Asset Type from the drop-down list. Use Edit and Add options to manage the asset types.

b. Asset Subtype: Select the subtype for the selected Asset Type from the drop-down list.

c. Tag Group ID: Select an option from the drop-down list.

2. Targets: Target displays based on the selection done in the Assets section.

a. All Targets: Do the following:

1) To search a specific target, type the name in the search box.

Note: Target appears grey if it is already selected in another data asset.

2) To add a Target, click the right arrow.

3) To expand a section, click the carat icon.

b. Selected Targets: To remove a Target, click the left arrow.

5. Click Next to go to the next tab or Exit Without Saving to discard.

1. Click + Data Content.

2. Select a data content to add and click Add Selected.

3. The data content appears as a row section.

1. Click + Data Content.

2. Type the name of the content in the search box.

3. Select an option from the results and click Add Selected of click the x to clear the search query and try again.

4. The data content appears as a row section.

1. Click + Data Content.

2. Click Create New Data Content.

3. In the New Data Content pop-up window, do the following:

a. Name: Type the name of the new content.

b. Description: Type a description of the new content.

c. Click Save & Add to save or Cancel to discard.

4. Select the newly added data content from the content drop-down list.

5. Click Add Selected.

6. The data content appears as a row section.

7. Click the left arrow to expand the Data Content section.

8. Fill in the following:

a. Volume of Data:

1) Use the numeric updown control to set a volume.

2) Select a data measure type from the drop-down list. For example: GB, TB, PB.

b. Retention Policy: Select an option from the drop-down list.

c. Years: Use the numeric updown control to set the number of years to retain.

d. Months: Use the numeric updown control to set the number of months to retain.

e. Days: Use the numeric updown control to set the number of days to retain.

f. Status: Select an option from the drop-down list. For example: Active, Legacy, Offline.

g. Classifications: Do one of the following:

1. Click + Data Classification.

2. Select a classification from the list and click Add Selected.

3. The classification appears as a tile in the Classifications section.

1. Click + Data Classification.

2. Type the name of the classification in the search box.

3. Select the classification from the results and click Add Selected or click the x to clear the search query.

4. The classification appears as a tile in the Classifications section.

1. Click + Data Classification.

2. Click + Data Classifications.

3. In the Add Classification pop-up window, do the following:

a. Name: Type the classification name.

b. Assign Icon:

1) Click the plus icon.

2) Select an icon from your local computer and click Open.

Note: An icon file (.ico) can only be used once.

3) The Assign Icon displays the uploaded icon.

c. Assign Color:

1) Click the plus icon.

2) Select a color from the array by clicking a preset color tile, dragging the slider bar to your color choice, or manually setting the color values in the number boxes.

3) Click the suitcase icon to change color format. Available types are:

  • RBG

  • HSL

  • HEX

4) Click OK to apply the color or Cancel to discard.

d. Classification Weight:

e. Type: Fill in the type of classification in the box.

f. Click Confirm to save or Cancel to discard.

4. Select the new classification from the list and click Add Selected.

5. The classification appears as a tile in the Classifications section.

6. Click Next to go to the next tab, Previous to return to prior screen, or Exit Without Saving to discard.

1. Click Business Processes.

2. Select a process from the list and click Attach Selected.

3. The process appears in the Business Processes section.

4. To create a new process see Add a New Business Process.

1. Click Business Processes.

2. Type a process name in the search box.

3. Select a process from the results and click Attach Selected.

4. The process is displayed in the Business Processes screen

5. Click Next to go to the next tab, Previous to return to prior screen, or Exit Without Saving to discard.

1. Locate a business process in the list.

2. Click Detach.

Note: This action is immediate and cannot be undone.

1. Click the right arrow to expand each section.

2. Review for any missing required information or additional needed information.

3. Click Finish & Save to save, Previous to return to previous screens or click a tab to navigate to other tabs to change information, or Exit Without Saving to discard.

To manage an existing Data Asset:

1. Locate the Data Asset in the list.

2. On the right end of the row, click the more options menu.

3. Click Manage Data Asset.

4. Locate the section and details you want to manage. They are displayed in a list sorted by tabs and then into rows:

  • Technical Info

    • Names, Status & Type

    • Owner & Department

    • Hosting

    • Security Measures

  • Targets

  • Data Content

  • Business Processes

  • Summary

    • Technical Info

    • Data Content

    • Business Process

5. Click a down arrow to expand a section.

6. Click an up arrow to collapse a section.

7. Make required updates to the details.

8. Click Next to proceed or Exit Without Saving to discard.

9. Make any additional changes to the remaining tabs, click Next to proceed or Exit Without Saving to discard.

10. On the Summary tab, expand the sections to review your changes.

11. Click Finish & Save to save the updates, Previous to return to previous tabs, or Exit Without Saving to discard.

1. Locate the Data Asset in the list.

2. On the right end of the row, click the more options menu.

3. Click View Asset Details.

4. On the Asset Details screen, the Coverage & Data Types section provides scan coverage details about the targets associated with the asset. The section displays the following columns:

a. Data Type: The data types scanned for the targets associated with the asset.

b. Scanned: Indicates whether the scan is performed on a data type.

c. Unscanned Targets: Targets that are not scanned for a data type.

d. Scanned Targets: Targets that are scanned for a data type.

e. Date of Last Scan: Date when the last data type scan was performed.

f. Playbook (s): The playbook associated with the scan to find and perform actions on the data types.

1. Locate the Data Asset in the list.

2. On the right end of the row, click the more options menu.

3. Click Delete Data Asset.

4. Click Confirm to delete the asset or Cancel to discard.

1. From the All Targets section of the Targets tab, locate the target you want to view in the list.

2. On the far right of the row, click the more options menu.

3. Click View Target Details.

4. The Target Details screen displays detailed information about the Target. By default the selected target name appears in the drop-down list. If you select any other target name, the details below displays for the selected target only.

5. If you select any other target name, the details below displays for the selected target only.

6. Click the down arrow to display the Scan History section. The section lists the scans run on the target and displays the following information in columns:

a. Scan Name: The name of scan.

b. Data Type(s): The data type searched for in the scan.

c. Date of Scan: The date when the last scan for this data type was performed.

d. Playbook: The playbook associated with the scan to search and perform action on the data type.

7. Click the down arrow to display the Coverage and Data Types section. The section displays which data types are scanned and not scanned for the selected target. The section displays the following information:

a. Data Type: The name of data type.

b. Scanned: Indicates whether a data type is scanned or not.

a. Date of Last Scan: The date of last scan for a data type.

b. Playbook: The playbook associated with the scan to search and perform actions on the data types.

8. Click Back to All Targets on the top of the Target Details screen to go back to the Targets tab.

9. Click Close to close the window.

1. Type a Target name in the search box.

2. Click the search lens or Enter on your keyboard.

3. The results are displayed in the list below.

4. Click the x to clear the search term.

There are six New Target types available. Expand a section for more information:

To add a new Remote Machine:

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click Remote Machine to proceed or Cancel to discard.

4. Address Type: Click an option from the drop-down list:

  • NETBIOS Name
  • IP Address
  • IP Wildcard
  • IP Range
  • FQDN

5. Address: Type the address of your chosen address type.

Refer to the address syntax message that displays on the page to type the valid address values in the box.

6. Username: Type the username associated with the account.

7. Password: Type the password associated with the username.

8. Mode: Select one:

  • Authenticate
  • Authenticate and Scan
  • Scan

9. Click Save to save, Cancel to discard, or Back to return to the previous screen.

To add a new Database:

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click Database to proceed or Cancel to discard.

4. In the Select a Database to Configure pop-up window, do one of the following:

  • Click a Database tile to configure and proceed:
    • Oracle
    • SQLServer
    • SYBASE
    • IBM DB2
    • Informix
    • InterBase
    • SQLBase
    • SAP SQL Anywhere
    • MySQL
    • SQLite
    • PostgreSQL
    • ODBC
    • OLEDB
    • mongoDB
    • Snowflake
  • Click Back to return to the previous screen.
  • Click Cancel to discard.

5. Connection String: Type the connection string to your type of database.

  • Examples are provided at the end of this section

6. Click Save to save, Cancel to discard, or Back to return to the previous screen.

Oracle

Provider=OracleSQLAPI;DB Name=instance_name;Host=host_name;Port=port;Service=service_name;Username=user_name;Password=password;DB Type=2;APPNAME=SDP;

MS SQL

Provider=MSSqlSQLAPI;DB Name=database_name;Server=server_name;Username=user_name;Password=password;DB Type=3;

Sybase

Provider=SybaseSQLAPI;DB Name=database_name;Server=server_name;Username=user_name;Password=password;DB Type=8;APPNAME=SDP;

DB2

Provider=DB2SQLAPI;DB Name=database_name;Username=user_name;Password=password;DB Type=6;

Informix

Provider=InformixSQLAPI;DB Name=database_name;Username=user_name;Password=password;DB Type=7;

InterBase

Provider=InterBaseSQLAPI;DB Name=database_name;Username=user_name;Password=password;DB Type=4;

SQLBase

Provider=SQLBaseSQLAPI;DB Name=database_name;Username=user_name;Password=password;DB Type=5;

SQL Anywhere

Provider=SQLAnywhereSQLAPI;DB Name=database_name;Server=server_name;Host=host_name;Username=user_name;Password=password;DB Type=12;

MySQL

Provider=MySQLSQLAPI;DB Name=database_name;Server=server_name;Port=port;Username=user_name;Password=password;DB Type=9;

SQLite

Provider=SQLiteSQLAPI;DB Name=database_path;DB Type=11;

PostgreSQL

Provider=PostgreSQLAPI;DB Name=database_name;Server=server_name;Port=port;Username=user_name;Password=password;DB Type=10;APPNAME=SDP;

Snowflake

DRIVER={SnowflakeDSIIDriver};Server=HOSTNAME;Database=DBNAME;Warehouse=WAREHOUSENAME;UID=USER;PWD=PASSWORD;

ODBC (generic)

Provider=ODBCSQLAPI;DB Name=database_name;Username=user_name;Password=password;DB Type=1;

To add a new Website:

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click Website to proceed or Cancel to discard.

4. In the Add a Target pop-up window, fill in the following:

a. Address: Type the website address.

b. Username: Type the username for the website management.

c. Password: Type the password associated with the username.

5. Click Save to save, Cancel to discard, or Back to return to the previous screen.

To add new Cloud Source:

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click Cloud Sources to proceed or Cancel to discard.

4. In the Select a Cloud Source to Configure pop-up window, click a tile:

  • Dropbox
  • OneDrive for Business
  • Google Drive
  • box
  • Amazon S3

5. Expand a section for more information:

To add a Dropbox target:

1. Target Name: Type the Target name.

2. Admin User Account Name: Type the admin user account name and click Authenticate.

3. Authentication Code: Enter the code.

4. Click Save to save, Cancel to discard, or Back to return to the previous screen.

To add a One Drive for Business target:

1. Target Name: Type the Target name.

2. Admin User Account Name: Type the admin user account name and click Authenticate.

3. Authentication Code: Enter the code.

4. Click Save to save, Cancel to discard, or Back to return to the previous screen.

     

To add a Google Drive target:

1. Target Name: Type the Target name.

2. Admin User Account Name: Type the admin user account name.

3. Service Account Email or Unique ID: Type the service account email address.

4. Key Data File:Click the upload icon () to locate the key data file on your local computer.

5. Key Data File Password: Type the password associated with your key data file.

6. Private Key Id: Type the private key identification number.

7. Project Id: Type the google project id.

8. Click Save to save, Cancel to discard, or Back to return to the previous screen.

Note: You must authorize Spirion to access your Google domain.

To add a box target:

1. Target Name: Type the Target name.

2. Admin User Account Name: Type the admin user account name and click Authenticate.

3. Authentication Code: Enter the code.

4. Click Save to save, Cancel to discard, or Back to return to the previous screen.

     

To add an Amazon S3 target:

1. Target Name: Type the Target name.

2. Account Name: Type the Account name.

3. Access Key ID: Type your Access Key ID.

4. Secret Access Key: Type your Secret Access Key.

5. Click Save to authenticate and save, Cancel to discard, or Back to return to the previous screen.

To add a new collaboration tools:

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click Collaboration Tools.

4. Select a Collaboration Tool to Configure:

5. Expand a section for more information:

To add a new SharePoint target:

1. Target Name: Type the target name.

2. Address: Type the URL to the SharePoint site being scanned.

3. Domain: Type the domain path.

4. Username: Type the username associated.

5. Password: Type the password associated.

6. Identity Provider ID: Type the Client ID.

7. Security Token Service: Type the token service.

8. Tenant: Type the Tenant name.

9. Certificate File: Upload the Certificate associated with the Tenent.

10. Select applicable:

  • Use SSL

  • Use TLS 1.0

  • Use TLS 1.1

  • Use TLS 1.2

Using Certificate Authentication

Certificate Authentication requires a fully registered EntraID Application with a certficiate configured for authentication purposes. Information on how to provision that application appropriately can be found here: Register an application with the Microsoft identity platform.

The following data is necessary from the registered app as well as from SharePoint:

1. Address: Type the Address

2. Identity Provider ID: EntraID Application ClientID

3. Tenant: FULL Tenant name (e.g. mytenant.onmicrosoft.com)

4. Certificate: Upload the certificate (Confirm a certificate has been uploaded to the App - that is the same certificate we will use)

5. Password: The password to the certificate

Note: The EntraID application needs to be granted access rights to the SharePoint Sites or Tenant that will be scanned. If the rights are limited to Read access, then no remediation or modification of files can occur

6. Click Save to save, Cancel to discard, or Back to return to the previous screen.

To add a new Bitbucket target:

1. Target Name: Type the target name.

2. Admin User Account Name: Type the admin user account name.

3. Server URL: Type the full server URL.

4. Password: Type the password associated with the username.

5. Click Save to save, Back to return to the previous screen, or Cancel to discard.

1. In the upper right screen, click Add Target.

2. Target Name: In the Add New Target pop-up window, type the name of the target.

3. Click an email type to proceed, Cancel to discard, or Back to return to the previous screen:

4. Expand a section for more information:

   

To add a Gmail endpoint:

1. Admin User Account Name: Type the admin user account name.

2. Service Account Email or Unique ID: Type the service account email address or unique id.

3. Key Data File: Click the upload icon () to locate a file on your local computer.

4. Key Data File Password: Type the password associated with the key data file.

5. Private Key Id: Type the private key identification number.

6. Project Id: Type the project id.

7. Click Save to save, Cancel to discard, or Back to return to the previous screen.

   

To add an Exchange target:

1. Username: Type the username for the account.

2. Password: Type the password associated with the username.

3. Exchange EWS Host URL: Type the full URL of the Exchange EWS host.

4. AD Host (optional): Type the host name. This is optional.

5. Host Version: Click an option from the drop-down list.

6. LDAP Query (optional): Type the query. This is optional.

7. Click Save to save, Cancel to discard, or Back to return to the previous screen.

   

To add an Exchange Online target, select on of the following types. Expand a section for more information:

1. Select Use On-Prem Agents.

2. Target Name: Type the Target name.

3. Admin User Account Name: Type the admin user account name

4. Click Authenticate.

5. Click Save to save the Target or Cancel to discard.

1. Locate the Target you want to edit in the list.

2. On the far right of the row, click the more options menu.

3. Click Edit Target.

4. In the edit pop-up window, make needed changes. For example:

  • Update the Connection String for the SQLServer Database Target:

  • Edit the details of a Remote Connection:

5. Click Save to save changes or Cancel to discard.

6. A toast message is displayed showing a successful update.

1. Locate the Target you want to manage in the list.

2. On the far right of the row, click the more options menu.

3. Click Manage Tag.

4. Select Tag(s) to assign to a Target.

5. Click Save to save changes or Cancel to discard.

6. A toast message is displayed showing a successful update.

1. Locate the target you want to remove from the list.

2. On the far right of the row, click the more options menu.

3. Click Remove Target.

4. In the pop-up window that displays, click Confirm to remove the target or Cancel to discard.

5. A toast message is displayed showing a successful removal.

1. Locate the target for which you want to manage permissions.

2. On the far right of the row, click the more options menu.

3. Click Manage Permissions.

4. In the Manage Permissions for Target pop-up window, search the user or user role for which to manage the target's permission.

5. From the more options menu, click Edit Permission to edit the target's permission for user or user role.

6. On the Edit Target Permissions pop-up window, select any of the following options from the Result Permission drop-down list.

  • Inherited

  • None

  • View

  • Unmask view

7. Select any of the following options from the Target Permission drop-down list.

  • Inherited

  • None

  • Modify

8. Click Confirm to save or Cancel to discard.

1. Locate the target for which you want to manage permissions.

2. On the far right of the row, click the more options menu.

3. Click Manage Permissions.

4. In the Manage Permissions for Target pop-up window, search the user or user role for which to remove the target's permission.

5. From the more options menu, click Remove Permission to remove permission of user or user role from the selected target.

6. Click Confirm to save or Cancel to discard.

1. From the All Targets section, select Target group.

2. Select Target(s) to bulk assign tags.

3. Click Bulk Actions.

1) Click SHOW to highlight the target selections in a box.

2) Click HIDE to clear the target selections in a box.

3) Click CLEAR SELECTIONS to clear the selected targets to bulk assign tags.

4. Click Assign Tag.

5. In the Bulk Assign Tag pop-up window, select tags to apply.

6. Click Save to apply the tags or Cancel to discard.

7. A toast message is displayed showing the tag(s) are successfully added.

Follow the below steps to bulk import targets for a particular target type using csv/zip files:

1. In the top right of the screen, click Actions.

2. Click Import Targets.

3. On the Import Targets pop-up window:

a. Select the target type from the Target Type drop-down list.

b. Click the icon to download the csv/zip file template for the selected target type.

c. Downloaded csv/zip file is displayed at the top right of the screen.

d. Enter and save details for targets in the downloaded csv/zip file.

Expand the section below to know more about the different target type templates.

Target Type Column Names Important Notes
Amazon S3

  • Target Name

  • Account Name

  • Access Key ID

  • Secret Access Key

 All the column values are mandatory
Azure Blob

  • Target Name

  • Username

  • Account Key

  • Storage Account Name

 All the column values are mandatory
Bitbucket

  • Target Name

  • Admin User Account Name

  • Server URL

  • Password

 All the column values are mandatory
Database

  • Target Name

  • Database Type

  • Connection String

 All the column values are mandatory
Exchange

  • Target Name

  • UserName

  • Password

  • Exchange EWS Host URL

  • AD Host

  • Host Version

  • LDAP Query

All the column values are mandatory except AD Host

and LDAP Query columns
Gmail

  • Target Name

  • Admin User Account Name

  • Service Account

  • Key Data File

  • Key Data File Password

  • Private Key ID

  • Project ID

All the column values are mandatory except Private Key ID and Project ID

columns
Google Drive

  • Target Name

  • Admin User Account Name

  • Service Account

  • Key Data File

  • Key Data File Password

  • Private Key ID

  • Project ID

All the column values are mandatory except Private Key ID and Project ID

columns
Remote Target

  • Target Name

  • Address Type

  • Address

  • Username

  • Password

  • Mode

 All the column values are mandatory

SharePoint

  • Target Name

  • Address

  • Domain

  • Username

  • Password

  • Identity Provider ID

  • Security Token Service

  • SSL

  • TSL10

  • TSL12

  • TSL13

 All the column values are mandatory except Domain, Identity Provider ID and Security Token Service columns
Website

  • Target Name

  • Address

  • Username

  • Password

 All the column values are mandatory

e. Click the icon to browse and select the completed csv/zip file.

To upload Gmail and Google Drive imports, first place the CSV file and each target's .p12 file in a zip folder.

f. Enter a tag name for the imported csv/zip file.

g. Click Import. A toast message is displayed showing the target import success at the bottom left of the screen.