This article provides brief STEP guidance, without commentary, for Common Task Walkthroughs.
This BRIEF encompasses STEP guidance for the Common Task Walkthroughs:
- Protect and Access Data - protect and use managed content
- Restore Managed Data - Restore information when using :Recover
- Acquire Usage Reports - scope and acquire pre-canned Reports (from CSV data)
For more verbose insight and commentary, skip this BRIEF and start with the first article in the above-noted sequence.
The following videos matches the steps in this article.
This article assumes you have previously worked through the Walkthrough, BRIEF: Intro STEPs.
Create Test Files
STEP 1: Create a new Word document in C:\TestData\TestDocument.docx and enter the following text then Save: Version 1 - Test Document.
STEP 2: Create a new Excel Workbook in C:\TestData\TestWorkbook.xlsx and enter the following in cell A1 then Save: Version 1.
STEP 3: Create a new Text file in C:\TestData\Test.txt and enter the following then Save: Version 1 - Test Note.
You should have three test documents as shown below:
Activate Protection with File Explorer
STEP 4: Right-click the file Test.txt in File Explorer, choose SSProtect Activate:
STEP 5: You will be prompted with the SSProtect Login dialog - enter your Password then Login (if you haven't done so already).
File Explorer will show Test.txt with a Red Overlay Icon: The file is SSProtect'd and accessible to the current SSProtect Account.
STEP 6: Right-click the SSProtect icon in the notification tray then choose Refresh Login to display the Login dialog. Choose Cancel.
This terminates your Login Session (via SSProtect Logout), changing the Overlay Icon to Yellow:
A Yellow Overlay Icon reflects SSProtect'd state though with access uncertainty for the SSProtect Login context.
Batch Operations in File Explorer
STEP 7: From File Explorer, select both TestDocument.docx and TestWorkbook.xlsx then right-click and choose SSProtect Activate. You will be prompted to Login: Enter your Password then choose Login.
File Explorer presents with Overlay Icons in Red for the protected content:
Access Protected Content
STEP 8: From File Explorer, double-click Test.txt. Note that the File Explorer Overlay Icon disappears:
In-Place Encryption for Continuous Protection
STEP 9: While Test.txt is open, try to access the plaintext Test.txt stored in C:\TestData with another application, for example Notepad++ or even Microsoft Word. It will fail: Plaintext content is isolated:
STEP 10: Add a 2nd line to the text file, Version 2 - Test Note 2, then Save/ Close.
STEP 11: From File Explorer, right-click Test.txt and open it with a text editor other than Notepad. You can now view ciphertext:
Fine-Grained 2FA Protection and Operation
STEP 12: From the notification tray, right-click the SSProtect icon and choose Account Configuration to display Account Config:
STEP 13: Uncheck Disable fg2FA then choose OK.
Native Workflow Integration
STEP 14: Start Microsoft Excel and, from the history list or using Open, then Browse, select C:\TestData\TestWorkbook.xlsx.
STEP 15: Add the text, Version 2 to cell A2 then Save and close Excel. SSProtect will re-protect the file.
Application Independent Protection
STEP 16: From File Explorer, right-click TestDocument.docx then choose Convert to Adobe PDF (if available). Keep the default TestDocument.pdf then Save:
NOTE: If in File Explorer you don't have the context menu item Convert to Adobe PDF, from File Explorer double-click TestDocument.docx then from the Word File menu, choose, Save as Adobe PDF. Keep the default filename TestDocument.pdf and choose Save. Close the Adobe application and Word to continue.
You should as a result have the plaintext PDF and (re-)protected .docx:
Release Protected Content
STEP 17: From File Explorer, right-click TestDocument.pdf then choose SSProtect Activate to protect it.
STEP 18: From File Explorer, hold the Shift key then right-click TestDocument.pdf and choose SSProtect Release. Note that SSProtect Release is not always available to an Account holder since it can be disabled by Policy. When that is the case, an associated attempt would fail with the following notification:
STEP 19: Return to the Account Config dialog, check Disable fg2FA, then OK to disable ongoing 2FA prompts.
Enumerate Managed Content
STEP 20: In the notification tray, right-click the SSProtect icon then choose the Managed Files/ Restore to display the Managed Hostlist:
Enumerate Managed Versions
STEP 21: Select TestWorkbook.xlsx then click Versions... to display the Versionlist:
STEP 22: Select the Version 1 instance, click Restore then Open Folder to display File Explorer:
Restore the Latest Version
STEP 23: Return to the Managed Files (Hostlist) by clicking Host List..., then choose TestWorkbook.xlsx before clicking Restore. Choose Replace when prompted, then click Open Folder to see the results:
STEP 24: From File Explorer, hold the Shift key and right-click TestWorkbook-v1.xlsx, then choose SSProtect Release. Double-click the now-plaintext (Released) instance to see Version 1 instance data.
STEP 25: In the UI, click Host List... to return to the Managed Files (Hostlist) UI pane, then select TestDocument.pdf and click Remove. Confirm the operation with Yes.
KODiAC Managed Data Archive
STEP 26: From the Managed Files (Hostlist) display, click Archive... to display the KODiAC Managed Data Archive:
STEP 27: From File Explorer, delete the Folder C:\TestData. Return to the Archivelist, select all (four) items then click Restore.
STEP 28: In the Archivelist, check Log Restore then click Replicate. Choose Open Folder to display results:
STEP 29: In the Archivelist, click Show Log to display the Host Debug Log.
STEP 30: In the Archivelist, uncheck Log Restore else it remains checked for future operations.
STEP 31: From the notification tray, right-click SSProtect and park your mouse over the Usage Reports menu selection to view the Quick Reports in the submenu:
Display Quick Reports
STEP 32: From the context menu, Usage Reports, choose the submenu Integrated Report:
Apply CSV Results to Report Templates
STEP 33: From the SSProtect notification icon's context menu, hover over Usage Reports then choose the Manage submenu:
STEP 34: Click the Report... button to have SSProtect re-apply the Filename's CSV data to the proper (installed) Report Template, which automatically displays the result.
Report Data Is Immutable
STEP 35: Using the same controls, cross-reference the Reports and/ or close and re-generate other types to correlate file activity and/ or verify that content is immutable, i.e. you will always see the same results.
Continue with the next in this series, BRIEF: Simple Administration.
This article was updated w/ v10.7.1 of the :Foundation Client