# Introduction Welcome to the CYBRAL GUARD User Guide! This guide will help you to use the capabilities of CYBRAL GUARD to safeguard your organization's data and digital assets effectively. CYBRAL GUARD automatically classifies and discovers sensitive data within your organization's environment, including data in use, at rest, or in motion. Administrators will understand how CYBRAL GUARD helps their organization achieve and maintain compliance with data regulations and standards, such as GDPR, HIPAA, and others. The CYBRAL GUARD portal manual serves as an essential resource for administrators tasked with managing the Cybral Guard portal. It provides them with detailed instructions and insights into the various features and functionalities of the portal. Discover how CYBRAL GUARD enables comprehensive management of your organization's data inventory, including tracking data assets and their associated metadata. Explore the capabilities of CYBRAL GUARD for on-the-spot protection and remediation of data risks, including encryption, access controls, and data loss prevention measures.

Administrator plays a critical role in configuring and managing the Cybral Guard portal to align with the organization's data protection requirements. For detailed instructions on installing and configuring the Cybral Guard system, please refer to the installation guide available at . # Business Welcome to the Business section of CYBRAL GUARD, this comprehensive platform for data classification, sensitive data discovery, regulation compliance, and data protection. This section serves as the central hub for managing the security and compliance aspects of your organization's digital assets. Within the Business section, users will find several key subsections designed to modernize their data governance processes.

# Home The Home subsection serves as the dynamic gateway to your organization's data security system. From here, users can effortlessly navigate to key sections and access essential information, metrics, and insights at a glance.

At the top of the home page and throughout subsequent pages, user will find two periodic icons designed for convenience and functionality. The first icon

allows customer to adjust the system's background darkness, ensuring optimal readability and visual comfort tailored to their preferences. In addition, the system features the ability to detect the user's browser brightness. If the browser's brightness setting indicates a dark environment, the system will automatically open the login page in dark mode, optimizing visibility and reducing eye strain for enhanced user experience.

The second icon

serves as a hub for system notifications, providing instant access to important updates, alerts, and messages, ensuring users stay informed and in control of critical information. # Dashboard In the Dashboard section, CYBRAL GUARD offers three different dashboards: [Departments & Servers](/business/dashboard/departments-and-servers), [Regulations](/business/dashboard/regulations), and [Classification Groups](/business/dashboard/classification-groups). These dashboards provide complete insights and analytics tailored to specific areas of data management and security within your organization. In the upcoming sections, we will explore into each dashboard, exploring their functionalities, metrics, and how they empower users to make informed decisions and effectively manage data assets.

# Departments & Servers In the Departments and Servers dashboards, CYBRAL GUARD presents a dual-sectioned interface tailored to distinct organizational facets: **Departments** and **Servers**.

### Department Dashboard Within the **Departments** section, users encounter a comprehensive overview of organizational departments, each defined by name and accompanied by a chart illustrating the classification files associated with each department. This feature facilitates understanding of data distribution and sensitivity across various departments. Additionally, users can quickly locate specific departments by name through the search bar at the top of the panel.

On the left-hand side of the dashboard, users can access a full list of departments, obviously displayed with the total number of departments highlighted at the top. This intuitive layout provides users with a quick overview of the organizational structure and facilitates efficient navigation through the platform.

While hovering the mouse cursor over the chart within the Departments section of the dashboard, users will experience enhanced interactivity as additional details regarding the number of classified files in each department are dynamically displayed.

By clicking on each department listed within the Department section of the dashboard, users will be easily directed to a dedicated department-specific view, offering full insights into user details, machine names, MAC addresses, and IP addresses associated with the selected department.

On the top left of the page, there is a search bar designed to facilitate user navigation and management. With this search bar, users can effortlessly search for specific users by their names, streamlining the process of locating individuals within the organization's database.

Moreover, the search functionality is increased by a filter option, enabling users to improve their search results based on user activity status. Users have the flexibility to filter for active or inactive users, allowing for efficient monitoring and management of user accounts based on their current status within the system.

On the Department dashboard page, CYBRAL GUARD enhances user experience by providing file department filters on the right-hand side. Users can apply these filters to refine their view of the number of files based on specific criteria. The file department filters offer a range of options, including both primary filters and sub filters, to maximize accuracy for users.

As users apply filters, the chart on the dashboard dynamically reflects the changes, updating in real-time to display the adjusted distribution of files according to the selected criteria.

Underneath the filters located on the right-hand side of the Department dashboard page, system provides users with valuable insights by displaying the percentages of active agents and inactive agents.

{% hint style="success" %} The filtering feature in the Classification Groups Dashboard allows users to compare departments and apply appropriate protection policies to documents based on departmental perspectives. {% endhint %} ### ### Server Dashboard To view detailed information about your servers, Click on "Servers" here, you'll see the detailed information for each server on the left-hand side. On the right-hand side, filtering options are available to refine your view. In the middle of the page, there is a chart displaying the number of files scanned on the server.

# Regulations Regulations and Sensitive Data dashboard, where you can effortlessly monitor and manage the alignment of files with your regulatory requirements and sensitive data policies. This dashboard provides a comprehensive overview of the number of files matching your specified regulations and sensitive data criteria, along with their mapping to departments and labels within your organization's system. CYBRAL GUARD offers a comprehensive interface divided into two tabs: **Regulations** and **Sensitive Data**. These tabs provide users with detailed insights and management capabilities regarding regulatory compliance and sensitive data handling within the organization.

In the Regulation Dashboard's **Regulations** tab, users can observe a representation of the number of files that align with the total regulations integrated into the system.

On the left-hand side of the Regulation Dashboard, users will notice that the total number of regulations integrated into the system is currently set at 4. Users will find drop-down menus corresponding to Departments and Servers. Within these menus, users can select specific departments or servers to focus their analysis on regulatory compliance management within those areas. Upon selecting a department or server, the total number of files that obey the chosen regulations will appear at the top of each menu.

Users can seamlessly navigate through departments listed in the menu by simply clicking on their desired department. Upon clicking, a window will open, revealing the users associated with files linked to the selected department.

Users enjoy the flexibility to select regulations directly from the chart displayed in the center of the page. This dynamic selection is reflected in both the left-hand side and right-hand side filters, offering users a streamlined and synchronized experience in exploring regulatory compliance data.

On the right-hand side of the Regulation Dashboard, users can view label statistics that dynamically adjust based on their selections made on the regulations chart. This interactive feature enhances users' ability to analyze and understand label statistics in the context of their chosen regulations, facilitating more informed decision-making and regulatory compliance efforts.

Files are organized by the specific regulations they follow across the [server](/server-scanner). The same system applies to sensitive data, making it easy to track and manage.

In the **Sensitive Data** section of the dashboard, users encounter features similar to those found in the Regulations page, but tailored to data sensitivity categories such as location, medical condition, passport number, and more. This specialized section enables users to monitor and manage sensitive data based on predefined sensitivity categories, ensuring strong data protection and compliance with privacy regulations.

In the Sensitive Data section of the dashboard, users can select categories directly from the chart displayed above, and their selection will dynamically reflect in the left-hand side menu.

Similarly, in the Sensitive Data tab of the dashboard, users can view label statistics that dynamically adjust based on their selections made on the regulations chart. This interactive feature enhances users' ability to analyze and understand label statistics in the context of their chosen regulations, facilitating more informed decision-making and regulatory compliance efforts.

{% hint style="success" %} In summary, the Regulation Dashboard provides users with a comprehensive overview of file regulations, label statistics, and their corresponding departments and servers within the organization. {% endhint %} # Classification Groups In the Classification Groups Dashboard, files are categorized based on their classification groups, with each classification group offering detailed information about the files it covers. This dashboard provides users with a comprehensive view of file classifications and associated details, enabling efficient data management.

On the right-hand side of the page in the Classification Groups Dashboard, users will find the total number of classifications obviously displayed. Below the total number, a detailed list of classifications is provided, offering insights into the different classification groups present in the system. Additionally, a search bar is available within the window, allowing users to efficiently search for specific classification groups. This feature enhances user experience by enabling quick and convenient access to relevant classification group information, facilitating navigation and analysis. In the Classification Groups Dashboard, each classification group is clickable, enabling users to interactively explore and access detailed information about specific classification groups.

On the top of the Classification Groups Dashboard page, users will find a tile that displays the total number of files classified by the AI system and manually, respectively. This feature provides users with valuable insights into the distribution of classified files and the contribution of automated AI classification versus manual classification efforts within the organization. Files Classified by AI: This number represents the total count of files that have been classified by the AI system. AI-driven classification offers efficiency and scalability by automating the classification process based on predefined criteria and machine learning algorithms. Files Classified Manually: This number indicates the total count of files that have been manually classified by users or administrators. Manual classification may involve human judgment and intervention to assign appropriate classifications based on appropriate understanding and organizational policies. In addition to displaying the total number of files classified by AI and manually, the Classification Groups Dashboard features a tile indicating the AI accuracy of the system. This accuracy is calculated based on the ratio of files classified by AI versus manual classification efforts.

For instance, if the AI classified **93%** of the files while manual classification accounted for the remaining **7%**, the AI accuracy is determined as **93%**. In the middle of the page, users will encounter a chart that visually represents the same information listed on the left-hand side of the page, though in the form of a graphical representation. This chart serves as a visual aid for users to grasp key insights and trends related to file classifications and classification groups within the organization.

In the Classification Groups Dashboard, the chart not only visualizes the number of files according to their classifications but also provides users with dynamic insights when hovering the mouse over the chart. When users hover their mouse over specific sections of the chart, the system displays the percentage of files represented by that particular classification group in relation to the total number of files in the system.

When users click on the total groups on the left-hand side list, the right-hand side of the dashboard will dynamically update to display the file types associated with the system.

In the Classification Groups Dashboard, users have the ability to access more detailed information about file classifications, whether they were classified manually or by AI, as well as accuracy metrics. This information can be accessed by clicking on ![](https://2358482125-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FnzJLCq1xPzaTeHpOVSMT%2Fuploads%2FExN3sF5hCrx1cgNNGVmm%2Fimage.png?alt=media\&token=00bd963e-e499-4842-88c6-5c40ce0c18ed) associated with each file type displayed on the dashboard.

When a user clicks on any of the classifications listed on the left-hand side of the Classification Groups Dashboard, several updates occur to provide users with more detailed insights: Chart Update: The chart in the middle of the dashboard dynamically updates to reflect the selected classification. This update allows users to visualize the distribution of files within the chosen classification group, providing a graphical representation of data distribution and trends. Detailed Information: Additional details related to the selected classification are displayed on the left-hand side of the dashboard. These details may include: Total number of files classified under the selected classification.

When a user selects one of the classification groups from the list on the left-hand side of the page, several interactive features become available: Hover Information: When users hover their mouse over a segment of the graph, additional information related to that specific classification category is displayed. Clickable Graph: The graph in the chart becomes clickable, allowing users to interactively explore the data. By clicking on different segments of the graph representing each classification category (e.g., Restricted, Internal Only, Public), users can drill down to view more detailed information about each category. Detailed Information on the Right-hand Side: On the right-hand side of the dashboard, detailed information specific to the selected classification group is displayed. This information may include: * The total number of departments and servers associated with the selected classification group. * A breakdown of file types classified under the selected classification group (e.g., documents, images, spreadsheets).

When a user selects a classification group from the chart, the left-hand side tiles that are displayed will include the following information: Department and File Statistics: This tile provides insights into the departments and their associated file statistics within the selected classification group. Server and File Statistics: This tile offers information regarding the servers and their corresponding file statistics within the selected classification group. File Types: This tile presents a breakdown of file types classified under the selected classification group.

Expanding the first tile of department and file statistics, users will find detailed information about the total number of files related to the chosen section from the chart. This tile provides insights into how files are distributed across different departments within the selected classification group. Each department listed in the tile is clickable, allowing users to further explore the files corresponding to the type in the chart. Upon clicking on a specific department, users are presented with a detailed view of the files associated with that department and classified under the selected classification group.

Beside every user listed in the department and files statistics tile, a "Check Files" option is available, enabling users to conveniently access the files related to that specific user. By clicking on "Check Files," users are directed to the Classification Groups Dashboard, where they can explore and analyze the files associated with the selected user. Upon clicking "Check Files," the system redirects the user to the Classification Groups Dashboard, where they can view a filtered view of files specifically related to the selected user. This filtered view enables users to focus on the files associated with the chosen user, facilitating efficient data management and analysis.

In the Classification Group Dashboard, the top section of the page displays user information, including username, machine name, MAC address, and IP address. Below this information, users have access to a search bar and filter option to refine their file listings based on specific criteria. User Information: The username, machine name, MAC address, and IP address are obviously displayed at the top of the dashboard. Search Bar: The search bar allows users to enter file names to quickly locate specific files within the classification group. Filter Option: Users can apply filters to refine the file listings based on specific date. By selecting a date range using the filter option, users can specify the time period for which they want to view files classified under the selected classification group. File Listings: Below the search bar and filter option, the dashboard displays a list of file names associated with the selected user and classification group. Each file listing includes details such as file name, file path, and date of classification.

In the Classification Group Dashboard, the "Servers and Files Statistics" tile reflects the user's choice on the chart and provides insights into the distribution of files across servers related to the selected classification group. In your example, the tile indicates that there are a total of 5 server files associated with the "Restricted" choice. This tile serves as a summary of server-related statistics specific to the chosen classification group, offering valuable information about the distribution and utilization of files across different servers within the organization.

The overview of the classification groups within the servers will be viewed in this dashboard. For example, if the Business Categories classification group is assigned to the [scanner](/server-scanner), you can hover over the chart in the middle of the page to see the types of documents under this classification group.

The last tile in the Classification Group Dashboard is dedicated to "File Types," which dynamically updates based on the user's selection from the classification group list on the left-hand side and their choice in the classification group chart. This tile provides users with insights into the distribution of file types associated with the selected classification group. It offers a breakdown of different file formats and types that are classified under the chosen category, allowing users to understand the composition and nature of files within the classification group.

# Classification Groups Welcome to the Classification Group Page, a central hub for managing and organizing your data classification framework effectively. This page empowers users to create, customize, and edit classification groups tailored to the specific user’s needs and requirements. The Classification Group Page serves as a essential component in ensuring that your data assets are appropriately categorized, organized, and safeguarded according to established policies and regulatory standards. Here, users can define classification groups such as ISO27001, NIST, or other customized classifications that align with their best practices and internal data governance guidelines.

At the top left of the page, users will find a convenient search bar designed to update the process of locating specific classification groups by their name. This search functionality enhances user efficiency and accessibility, allowing users to quickly locate and access the classification groups they require without the need for extensive navigation.

Located at the top right of the interface, the **New Settings Group** button allows users to configure features for newly created classification groups. When a **new** classification group is created, users can easily apply specific settings or features to these groups by adjusting them within the **New Settings Group**.

This setting, grants users the ability to modify label types, such as changing a label from "Restricted" to "Public." This setting empowers users with the flexibility to adjust the classification labels associated with data assets

The feature, located on the right-hand side of the page, enables users to rearrange the sequence of labels according to their preferred order. For example, the labels are structured as "Public," "Internal," "Restricted," and "Confidential." However, users have the flexibility to customize this order based on their specific preferences, ensuring that the classification labels align effectively with their organizational needs and data management.

\ When Label Ordering is enabled, users can choose to either downgrade or upgrade the classification level of files based on their preferences. * **Downgrade**: This action changes a file's classification level from a higher sensitivity level (e.g., "Restricted") to a lower sensitivity level (e.g., "Public"). * **Upgrade**: Conversely, an upgrade changes a file's classification level from a lower sensitivity level to a higher one.

Users have the option to block either the downgrade or the upgrade process for users when label ordering is enabled. This setting allows users to maintain control over the classification levels of their files, ensuring that sensitive information remains appropriately protected while providing flexibility for managing data access and permissions. The justification requirement

for label changes is a critical aspect of our data power framework. By mandating users to provide a justification when modifying classification labels, we support transparency in our data management practices. This requirement ensures that each label change is accompanied by a clear, documented either through a written explanation or by selecting a reason from a predefined dropdown menu. Offering predefined reasons updates the process while allowing users the option to provide additional context through free-text entries enhances the comprehensiveness of our documentation.

The labeling option allows users to decide how new labels are created within our system. Users can choose between three modes: AI, manual, or recommendation. * **AI Mode**: In this mode, the system uses artificial intelligence to automatically generate labels based on patterns and data analysis. * **Manual Mode**: Users have full control in this mode. They manually assign labels to data based on their judgment and understanding of the content. * **Recommendation Mode**: This mode combines the strengths of both AI and manual modes. The system suggests labels based on AI analysis, but users have the final say and can override the suggestions if needed.

When classification is mandatory, users must classify files before sending them. This ensures that all files are properly categorized, enhancing organization and data management practices. If a user needs to leave the General Settings page without completing their changes, they will be prompted to either save or discard the modifications they have made. This ensures that any adjustments made to the settings are handled appropriately, maintaining data integrity and preventing unintended alterations.

On the right-hand side of the page, users have the option to create a new classification group. During this process, users can customize settings specifically for the newly created classification group. These settings, as illustrated previously, include options such as allowing label changes, defining label ordering, setting classification as mandatory, and specifying labeling options.

All created classifications will be listed down the page for easy reference and management. This comprehensive list provides users with a clear overview of all existing classification groups within the system. The settings of each classification group can be accessed by clicking on the

associated with that group. This intuitive feature allows users to conveniently navigate to the configuration settings specific to each classification group.

The classification group can be deleted by clicking on

. This feature allows users to remove classification groups that are no longer needed or relevant to the organization's data management strategy.

When a user selects any of the listed classification groups, they will be directed to a dedicated page displaying specific labels associated with that group. For instance, the ISO classification group may include three distinct labels tailored for classifying files within the ISO framework. These classification labels offer users a structured approach to organizing and categorizing data in alignment with ISO standards.

A search bar is available to facilitate users in searching for specific labels within the classification group. Users can enter keywords such as label name, restriction level, or associated regulations to locate the desired label quickly and efficiently.

Users can make modifications to the classification group settings by clicking on

. This functionality allows users to access and adjust various parameters and configurations associated with the classification group, tailoring them to suit specific organizational requirements and data management needs.

The

option becomes relevant when the labels of the classification groups are defined by the user, as opposed to predefined labels like public, restricted, or confidential. In such cases, there are no essential prioritizations between these user-defined labels. Enabling this toggle button allows users to freely rearrange the available labels according to their preferences regarding their priorities. By utilizing drag-and-drop functionality, users can adjust the sequence of labels within the classification group to reflect their desired order or significance.

Users have the option to check the details of each label. This functionality allows users to access detailed information about individual labels, including their name and description.

On the left-hand side, users have the capability to edit the information associated with each label

. This feature empowers users to modify label details.

Users can add a new label to the classification group by simply clicking this button

Users have the option to click on a dedicated button

to begin their journey with a guided tutorial on how to use the page effectively. This feature serves as a valuable resource for users who may be new to the platform or require assistance in navigating its functionalities.

# AI Mode In AI mode, the system employs artificial intelligence algorithms to automatically categorize files based on predetermined criteria. By attaching advanced machine learning techniques, AI Mode significantly updates the classification process. Through complete analysis of file content, including text, images, and other data, the AI engine quickly identifies relevant characteristics and assigns appropriate labels. This mode is ideal for organizations seeking to enhance efficiency and productivity by automating the classification workflow and minimizing manual intervention.

When administrators select the AI classification mode, this mode becomes mandatory for all user files. This means that every file uploaded or created by users within the organization will undergo automatic classification using artificial intelligence algorithms. The AI classification mode ensures consistent and efficient categorization of files based on predefined criteria and patterns.

Administrators have the flexibility to modify the classification mode by accessing the classification group settings and making the necessary adjustments. Within the admin portal, administrators can navigate to the classification group associated with the desired mode and initiate edits.

The label prioritization feature is available across all classification modes. This option can be enabled by checking the corresponding box provided. When activated, users can customize the priority order of labels within each classification group

After editing the classification group settings, the portal will drive the administrator to navigate to the [AI classification](/business/ai-classification) section. # Manual Mode Manual Mode grants Administrators full control over the classification process, empowering them to apply their judgment and expertise to categorize files according to specific requirements. In this mode, they have the flexibility to review file content and make decisions based on related understanding. By manually assigning labels, they ensure precise classification that aligns with organizational policies and standards. Manual Mode is particularly suitable for scenarios where human judgments are essential for accurate file categorization.

In the manual classification mode, Administrators have the option to specify whether classification is mandatory or not for specific files or documents. By selecting the checkbox for

. After creating the classification group, Administrators can further customize it by adding labels tailored to their specific requirements. This process begins by accessing the classification group and clicking on the "add label" button. Through this action, admins initiate the creation of new labels that will be associated with the group. These labels serve as identifiers for categorizing files based on their content and sensitivity. Administrators can define the name, description, and classification criteria for each label, ensuring that files are accurately classified and managed within the system.

In the example provided, the Administrator has developed the classification group by adding three different labels: "normal," "sensitive," and "very sensitive." These labels are essential in categorizing files based on their varying levels of sensitivity. Upon applying these labels to files, users are prompted to select the most appropriate classification from the available options, ensuring that each file receives the appropriate level of protection and handling.

Administrators have the option to adjust the priority of labels by selecting the radio button for changing label priority. This feature allows administrators to customize the order in which labels are applied to files based on their organization's specific requirements. By dragging and rearranging labels, administrators can effectively prioritize certain classifications over others, ensuring that files are labeled accurately and in accordance with organizational policies and standards.

The system allows Administrators to dynamically adjust labels as needed

When configuring policies within the system, Administrators have the flexibility to associate multiple classification groups to a single policy, so enabling full and file classification.

The system allows Admins to dynamically adjust policies as needed

Enabling the mandatory option for manual classification mode ensures that users must assign labels to files before saving or sending them. This requirement enhances data governance by ensuring consistent and accurate classification of files according to organizational standards.

{% hint style="success" %} Manual mode empowers users to personally label the files according to their requirements. {% endhint %} #### AI Data Discovery In the Cybral Guard portal, administrators have access to the AI data discovery feature, which allows them to set restrictions based on international rules and regulations. These restrictions train the AI to recognize and label files that fall under these regulations.

If users attempt to add different labels to these files, the AI will interfere and ensure that they are classified according to the predefined restrictions, therefore maintaining compliance with international rules and regulations.

# Recommended Mode In the recommended mode of Cybral Guard, users play an essential role in file classification while benefiting from AI-powered assistance. In this mode, users are tasked with manually assigning labels to files, ensuring accurate classification based on their expertise and decision. However, should a user manage labeling a file, the AI system steps in to analyze its content and automatically apply an appropriate label. By easily blending user input with AI-driven automation, the recommended mode guarantees a full file classification, safeguarding data integrity and compliance with organizational standards.

In the recommended classification mode, the AI's intervention is mandatory. This mode cannot be changed, as it ensures that the AI system automatically assigns labels to files when users forget to do so manually.

When an administrator selects the recommended classification mode, they gain access to the AI classification page, where the classification group will be visible. This group will be listed under both manual and AI classification categories, reflecting its usage in the recommended mode.

To initiate AI training for automatic file labeling, the administrator should navigate to the "Manage Training Data" section. This feature allows administrators to upload sample files that the AI will use to learn and generate accurate labels automatically.

By accessing the "Manage Training Data" feature, administrators can upload the necessary files for AI training on each label. This step ensures that the AI system is equipped with sufficient data to learn and accurately classify files based on predefined labels.

When administrators choose the recommended classification mode, they will need to follow the same [training](/business/classification-groups/ai-mode) process as in the AI classification mode.

In the recommended classification mode, particularly in the manual aspect of it, users will also adhere to the AI data classification discussed in the Manual mode ([AI Data Classification](/business/classification-groups/manual-mode)). This means that while users have the responsibility to manually label files, they will also rely on the AI's insights and recommendations for accurate classification. {% hint style="success" %} In recommended mode, users are required to manually add labels to files. However, if a user forgets to label a file, the AI system intervenes and automatically assigns a label based on its analysis of the file content. {% endhint %} # AI Classification The AI classification page serves as a platform for manually adding files as samples to facilitate learning about specific labels. Users can upload files to the AI classification page, providing samples that enable the AI system to better understand and recognize the characteristics associated with particular labels. By adding files manually, users contribute to the training process of the AI model, allowing it to gain insights and improve its accuracy in classifying data according to predefined labels.

Users can initiate the process by clicking on **upload data** which will redirect them to a separate page dedicated to uploading files for each label. Once redirected, users will have the option to upload files specifically associated with individual labels, facilitating targeted learning and training for the AI system.

**AI Classification: System Training Options**\ After uploading training files, users can return to the main **AI Classification** page to select one of three training options for the system: 1. **Existing Guard System Files**: Utilize the pre-existing training files already available within the Guard system. 2. **User-Uploaded Files**: Train the system specifically using the files uploaded by the user. 3. **Train All Data**: Combine both the existing system files and the newly uploaded user files for comprehensive training.

**Prerequisites for Uploading Files**\ To achieve the best results when training the system, please keep the following recommendations in mind: * **File Quantity**: Upload at least 30 files per label to ensure the system has sufficient data for accurate classification. * **Data Quality**: The more files you upload, the higher the accuracy of your model will be. Increased file volume allows the AI to better understand and differentiate between labels. * **Balance**: Try to upload a similar number of files for each label. Balanced data improves the model’s performance and prevents biases during classification. # Departments & Servers The Departments and Servers page is a platform where users and servers are listed and organized. Within this page, users can find detailed information regarding both organizational departments and server entities. The page provides a centralized view of all users and servers associated with the system, facilitating efficient management and oversight.

## Departments The **Departments** page allows users to manage departments efficiently. This page provides options to search, create, and import departments, and it displays an organized list of existing departments and their details.

**Add New Department Manually**: * Click this button to manually create a new department and customize its details.

**Import from Active Directory (AD)**: * This option allows users to import department data directly from Active Directory, saving time and ensuring consistency.

**Filter Departments**: * Use the "Filter By" dropdown menu to narrow down the displayed departments based on specific criteria. **Filter Options:** 1. **Manual**: * Displays only the departments that were created manually by the user. 2. **Active Directory**: * Shows departments that were imported from Active Directory (AD).

**Department List**: * The table below displays the following columns: * **Department**: Name of the department. * **Description**: A brief description of the department’s role or function. * **IP**: Information related to the department's server IP. * **Policy Assignment**: Indicates if policies are assigned.

**Actions for Each Department**: * **Edit Icon**: Allows users to modify the details of the department added manually. * **Delete Icon**: Removes a department from the list.

#### Editing or Deleting Active Directory Departments Users have the ability to edit or delete departments imported from Active Director by selecting the **Active Directory** option. * Click on the **Edit Icon** next to the department you want to modify. * To delete a department, click on the **Delete Icon** next to the respective department.

The **"How to Use"** feature on this page provides users with valuable hints and instructions on how to navigate and utilize its functionalities effectively. By clicking the button, users can access helpful tips and guidance tailored to the specific features and workflows available on the page.

## Servers This tab is related to the [server scanner](/server-scanner) service. When the scanner is installed on the server, the server will be automatically recognized in the portal, displaying the server name and its associated data. The **Servers** section focuses on data classification within server environments.

**Import from Active Directory (AD)**: * This button enables users to import server details directly from Active Directory, streamlining the setup process. **Filter Servers**: * The **Filter By** dropdown menu offers options to filter servers based on their source: * **Manual**: Displays servers added manually. * **Active Directory**: Displays servers imported from Active Directory.

A table displaying detailed information about each server, including: * **Server Name**: The name assigned to the server. * **Machine Name**: The machine name associated with the server. * **IP Address**: The server's IP address. * **Operating System**: Information about the server’s operating system. * **Policy Assignment**: Shows if a policy is assigned to the server.

**Actions for Each Server**: * **Edit Icon**: Allows users to modify the details of a specific server. * **Delete Icon**: Removes a server from the list. * **Assignment Indicator**: Displays whether the server has an assigned policy.

# Policies The Policies page within the system serves the critical function of specifying the availability of classification groups for each department. It provides administrators with a centralized platform to define and manage the assignment of classification groups to specific departments within the organizational structure. Through this page, administrators can establish policies that govern the access and utilization of classification groups based on departmental requirements and responsibilities.

On the top left of the Policies page, users can utilize a search functionality to quickly locate specific policies, departments, or classification names within the system. This search feature enhances user navigation and efficiency by enabling users to enter keywords or terms related to policies, departments, or classification groups they are seeking.

On the top right of the Policies page, users can initiate the creation of a **new policy** by specifying either departments or servers and assigning the required classification group. Users will need to choose from the listed options, including servers, departments, or classification groups, when creating a new policy on the Policies page.

Below the creation interface, the existing policies within the system will be listed, providing users with a full overview of the current policy configurations. Additionally, for each listed policy, users will have the option to edit or delete the policy as needed. The edit button allows users to make modifications to existing policies, such as updating department or server assignments or adjusting classification group associations.

Policies are designed to be clickable, allowing users to access additional details such as the policy name, description, and associated classification groups.

At the top of the Policies page, users will find a **"How to Use"**, which serves as a quick tutorial on navigating and utilizing the functionalities of the Policies page. This feature offers users guidance and instructions on how to effectively interact with the page, enabling them to maximize its capabilities and their workflow.

### Server's Policy Creation Create a new policy and add the classification groups for the [scanner ](/server-scanner)(AI or Recommended). Assign this policy to the server.

Choose the classification groups to be included in the scanner policy.

{% hint style="info" %} Only the classification groups of AI and Recommended modes should be added to the policy that will be assigned to the scanner. {% endhint %} # AI Data Discovery The AI Data Discovery page serves as a complete platform designed to facilitate regulatory compliance and data discovery processes within the system. This page integrates advanced artificial intelligence capabilities to update the identification, classification, and management of controlling requirements and sensitive data assets.

The AI Data Discovery page has two main parts: **Regulations** and **Sensitive Data**. In the **Regulations** section, user can manage rules and laws that apply to his data. In the Sensitive Data section, user can identify and handle important information that needs protection. There are some important settings that work for both sections. This helps users find and organize data based on rules and laws. Another setting is about masking sensitive data. Users can choose to hide sensitive information manually, automatically, or not hide it at all. These settings help users keep their data organized, follow rules, and protect sensitive information effectively. They give you control over how to manage and safeguard their data throughout the system.

When the user decides to disable the Data Discovery feature, it's important to understand the consequences. If the user disables Data Discovery, the system's AI won't be able to recognize or correct any incorrect labels associated with your data. This means that the AI won't be actively searching for and categorizing data based on rules or patterns it identifies.

On the right-hand side of the page, users will find a filter where they can refine the data displayed by selecting either active or inactive regions. This filter provides users with the ability to focus on specific regions based on their activity status, enhancing their ability to analyze trends, monitor changes, or troubleshoot issues within the system.

Users can utilize the search bar located on the left-hand side of the page to search for countries within the system. This search functionality enhances user navigation by allowing them to quickly locate specific countries of interest without the need for manual scrolling or browsing.

Regions are presented as clickable links, allowing users to access regulations apply to countries within each region.

By selecting a region, such as the United States, users gain access to a complete list of regulations specific to that region. Within this list, users can accessibly review and select the regulations that align with their organizational requirements. Through a simple checkbox interface, users can indicate their needs by selecting the relevant regulations. This user-friendly approach empowers users to tailor their regulatory compliance efforts according to their specific requirements and industry standards

By clicking on a specific regulation, users gain the ability to review associated classification groups. This functionality allows users to understand how different regulations impact the classification of data within the system.

The restricted labels within the classification group can be modified, deleted, or new restricted labels can be added by clicking on the designated button provided for this purpose. This feature allows users to customize and fine-tune the restricted labels to better align with the specific requirements of their organization and regulatory compliance standards.

Inside each region, users have the option to access a "How to Use This Screen" feature. This functionality provides users with guidance and instructions on how to navigate and utilize the features and tools available within that specific region.

In the sensitive data section of the page, users can define keywords that are considered sensitive by the system. These keywords serve as triggers for the AI to actively screen files and identify content that may contain sensitive information. By specifying these keywords, users empower the system to proactively monitor and analyze files for any instances of sensitive data.

This page also provides users with the option to add restricted labels, similar to other sections. This functionality allows users to define specific labels that denote restricted or sensitive information within the system.

Additionally, users have the option to add a customized detector to the system, alongside the pre-existing ones. This feature enables users to tailor detection capabilities to their specific needs and unique data requirements.

By selecting, users can input detailed information about their customized detector. This feature allows users to define specific parameters, rules, and criteria that their customized detector will use to identify sensitive information within the system.

# Scheduled Reports The Scheduled Report page provides users with a complete platform to manage and customize reports that are automatically sent to their email addresses. Users can specify the content, frequency, and timing of these reports according to their preferences and organizational needs.

At the top of the page, users can specify filtering parameters to refine their search for specific reports. These parameters include frequency, template selection, and start and end dates. Once users have defined their filtering criteria, they can click on the "Filter" button to initiate the search process. The frequency parameter allows users to select the desired frequency of report delivery, such as weekly, monthly, or custom intervals. This helps users narrow down the search to reports that match their preferred reporting pace.

On the left-hand side of the page, users have access to a search bar where they can conveniently look for recipients by entering their email addresses.

Users can access the reports template by clicking on

button provided on the page. The system offers three types of reports: data classifications, regulations, and sensitive data. These reports are designed to provide comprehensive insights and analysis into different aspects of data management and compliance within the organization.

* **Data Classifications Report**: This report provides detailed information about the classification of data within the organization. It outlines the categorization of data based on its sensitivity level and classification group, enabling users to understand and manage data classification effectively.

* In the upper half of the page, users can find detailed information about the selected template. This section provides insights into the specific parameters and attributes of the template, offering users clarity on its configuration and purpose. Below the template details, the second tile displays essential statistics regarding the files included in the template. Users can view the total number of files included by the template, along with the corresponding classification groups assigned to these files. Additionally, the tile presents the percentage of files classified manually versus those classified using artificial intelligence (AI). Moreover, users can determine the accuracy of AI classification through the displayed AI accuracy percentage.

Data Classification Template Information

* Below the template details and file statistics, users will find a list detailing the types of files included within the selected template. This list provides a full overview of the file formats and categories within the template, enabling users to understand the scope of data covered by the classification process.

* In the example provided, the template includes two different classification groups, each serving specific purposes within the data classification framework. For each classification group, the associated files are listed along with their corresponding labels and departments. This detailed breakdown offers users full insights into the classification process, allowing them to understand how different files are categorized and organized within the template. By presenting files together with their labels and departments, users can easily identify the classification criteria applied to each file and separate the departments to which they belong.

* To add a new report recipient, users can simply click on the "Add Report" button. This action initiates the process of adding a new recipient to the report distribution list. Users will be prompted to enter the recipient's email address, specify the frequency of report delivery (e.g., weekly, monthly), define the start and end dates for the report duration, and include an email subject for reference. By providing these details, users can customize the report delivery settings according to their preferences and requirements.

* **The Regulations & Sensitive** **Data:** Template page features both regulation and sensitive data templates. In the initial section of the page, users can access detailed reports containing relevant information about regulations and sensitive data. This includes full understanding into the total number of files aligned with regulatory requirements and sensitive data parameters. Moreover, users can review a breakdown of the types of files classified under each respective report template. Additionally, users can distinguish whether these files were classified manually or through the utilization of artificial intelligence (AI) technology, which aids in understanding the classification process and its accuracy. By presenting this information upfront, the Regulations & Sensitive Data Template page empowers users to gain clear insights into their organization.

* In the Regulations & Sensitive Data Template page, users will find a complete listing of departments associated with regulation reports, as well as sensitive data department reports. This organized display enables users to easily access and navigate through the many departments within the organization that have corresponding reports.

* **The Inclusive page:** serves as a centralized platform for generating collective reports about classification data, regulations, and sensitive data. Users can access a range of options for creating comprehensive reports that consolidate diverse aspects of data management and compliance.

{% hint style="info" %} It's common for reporting pages to maintain a consistent structure across different categories such as classification data, regulations, sensitive data, and inclusive reports. This consistency ensures that users can easily navigate and understand the reporting interface regardless of the specific type of report they are accessing. {% endhint %} It's typical for sent reports to be listed below the reporting interface, organized by their respective template names and recipient email addresses.

Users can manage their reports effectively by utilizing the provided editing and deletion functionalities. By clicking on the corresponding buttons, users can initiate actions to modify the content of existing reports or remove them from the system entirely.

When a user clicks on any of the listed templates, they will access detailed information regarding the report generation date and their respective status.

By clicking the button adjacent to each report

, users can access detailed information specific to that particular report. This feature enables users to dig deeper into the contents and characteristics of individual reports.

Users can print each specific report by utilizing this button located at the top right-hand corner of the page.

{% hint style="info" %} Similar to other pages within the system, the

option is available to facilitate user navigation and comprehension. This feature serves as a helpful resource for users, providing guidance and instructions on how to effectively utilize the functionalities and features offered on the page. {% endhint %} # Server Scanner This powerful tool is designed to help organizations maintain strong data security by systematically scanning and classifying files on Windows servers. Unlike desktop solutions, the Server Scanner operates on server environments to ensure full coverage of all data sources. By using advanced AI technology, the Scanner accurately identifies and classifies sensitive data, including personally identifiable information (PII), protected health information (PHI), and other regulated information. Administrators configure in the portal the scanning policies and manage classification groups. Once installed, the Scanner performs regular scans and communicates with the AI to ensure up-to-date classification and protection of all files. This user manual will guide you through the setup and operation of the Server Scanner, ensuring data security needs are met efficiently and effectively. ### Server Scanner Workflow 1. **Initial Scan** * The Scanner begins by scanning files on the server one by one, excluding any files banned from scanning as configured by the admin on the portal. 2. **Configuration Check** * After scanning a file, the Scanner consults the configuration settings added by the admin in the Cybral Guard portal. This configuration includes specific classification groups. 3. **AI Classification Request** * The Scanner sends the file to the AI for classification based on the specified classification groups in the portal configuration. 4. **AI Processing** * The AI processes the file and assigns labels from each classification group according to the configuration. {% hint style="success" %} **Example** The file should be classified from classification group 1 with label A The file should be classified from classification group 2 with label B **The AI returns the labels along with their priorities to the Scanner.** {% endhint %} 5. **Label Assignment**: * The Scanner receives the labels and assigns them to the file in the order of their priority, as specified by the AI. 6. **Revalidation**: * The Scanner revalidates the AI’s decisions against the portal’s configuration to ensure the labels match the admin's restricted settings and classifications. 7. **Continuous Monitoring**: * To ensure the service runs smoothly, the Scanner rechecks files every 24 hours, verifying that all the new files or files subjected to modifications are correctly labeled and scanned according to the latest configuration and classification settings.

# Intigrations The **Integrations** page is where users can explore and configure different integration services supported by Cybral Guard. This page offers an easy way to connect Cybral Guard with other platforms and tools to enhance its functionality and extend its capabilities.

The page provides a list of supported integrations available for Cybral Guard. It Includes a brief description of each integration to help users understand its purpose and functionality. See Documentation is the available link to provide users with detailed input and output integration instructions for each supported platform.

**Integration Cards**: * Each integration is displayed as a card with the following information: * **Service Name**: The name of the integration. * **Description**: A brief summary of the integration’s features. * **Connect Button**: A button that allows users to initiate the connection.

# Settings # Users The Users page serves as a central hub where all portal users and administrators are listed based on their assigned roles and permissions. This page provides administrators with a comprehensive overview of the user base within the system, facilitating effective user management and access control.

At the top left-hand corner of the Users page, users have access to a search bar, enabling them to search for specific users within the system. Users can input search queries based on usernames or email addresses.

To add a new user, users can simply click on

, which initiates the user creation process. Upon clicking the button, users will be prompted to enter the new user's email address, create a username, and set a password for the account. Additionally, users can easily configure the permissions for the new user directly from this page by checking the corresponding boxes next to each permission type.

Users listed on the page are clickable, enabling administrators to access and review their permissions easily. For instance, in the provided example featuring the portal admin, clicking on the user's profile reveals their permissions. In this scenario, all permissions are selected, reflecting the comprehensive access granted to the portal admin.

Permissions can be modified by clicking the editing button associated with each user profile. This action opens up the permissions settings, allowing permission changing. Additionally, users can be canceled or removed from the system by clicking the canceling button

Admin or user activity logs can be accessed by clicking on

within the system. This action allows administrators to review and track the activities performed by both administrators and users within the platform.

{% hint style="success" %}

feature is also available on the page. {% endhint %} # Roles The Roles page functions as a centralized directory that lists all available roles within the system. These roles, such as admin, user, or editor, represent distinct sets of permissions and access levels that define the scope of authority and functionality granted to users.

On the Roles page, users can conveniently search for specific roles by utilizing the search bar located at the top left corner of the page.

Users can add a new role to the system by selecting

, which initiates the role creation process. Within this interface, users can input the desired role name and description, providing clarity and context for the newly created role. Additionally, users can specify and assign permissions tailored to the role's responsibilities and access requirements.

Roles listed on the page are clickable, allowing users to access detailed information about each role with ease. By clicking on a specific role, users can gain deeper insights into its associated permissions within the role.

Roles can be edited or deleted using various methods available on the Roles page. Users have the flexibility to utilize the buttons adjacent to each role entry for quick access to

editing or deleting options. Alternatively, users can click on a specific role to enter its detailed view, where additional editing and deletion functionalities are provided.

{% hint style="success" %}

feature is also available on the page. {% endhint %} # Data Reviewers The page enables users to manage individuals authorized to review and assess data classified by AI classifiers.

Use the search bar to quickly locate specific data reviewers by name or other attributes.

Click the **"Add New Data Reviewer"** button to invite a new reviewer and assign them to specific departments or servers.

**Re-Invite Button**: Sends a re-invitation to the data reviewer if their access needs to be re-established.

# License The **Licenses** page is where customers can upload and manage their license files to activate and maintain access to Cybral Guard's features and capabilities.

# App Settings The App Settings page serves as a central hub for customizing classification settings specific to various applications, allowing users to tailor classification parameters according to the unique characteristics of different file formats such as Word, Excel, and PowerPoint documents.

The **All Connectors** button allows users to access and manage the settings of connectors displayed messages and other settings.

Through the **Edit Settings** option in the **Connectors Page**, users can customize the language of the messages displayed by connectors.

* Users can select between **English** and **Arabic** for the connector messages display language. * In addition to selecting a preferred language, users can enable the **Translation in Connector Messages** option to ensure the chosen language is further optimized and accurately displayed, enhancing user experience. Assigning **Static rules,** This feature allows users to classify files based on their **extensions**, bypassing the need to inspect the file's content.

* **Choose a Classification Group**: Users can select an existing classification group from the dropdown menu. * **Assign a Label**: Select a predefined label to tag files matching the specified extensions. * **Specify File Extensions**: Add the desired file extensions (e.g., `.json`, `.png`, `.zip`) by typing them into the input field. To modify settings in the general on the App Settings page, users can simply click on **Edit Settings.**

Within the **Edit Settings** section, users can customize the form of classification that will appear on files. On the right-hand side of the page, users have the option to select their preferred classification format.

Administrators have the option to specify Cybral Guard classifications to appear as header, footer, or other designated locations within the file.

When editing settings, users will be required to save changes before leaving the page. A confirmation prompt will appear, allowing users to either save or discard the modifications, as demonstrated in the example below.

Administrators also have the option to enable or disable classification through the App Settings page. This can be done for different applications, providing flexibility and control over the classification process.

Outlook is one of the key applications where administrators can implement Cybral Guard regulations and rules to ensure full data protection and compliance. Through Cybral Guard, administrators can enforce policies and classifications directly within Outlook, enabling users to apply data classification and security measures to their emails and attachments.

Through the App settings, the admin can exclude some file extensions and paths from being scanned through the [scanner](/server-scanner).

Click on "Edit Settings" to choose the paths and file extensions you want to exclude from scanning.