SecurityIQ SharePoint Server Agent Installation Guide
SecurityIQ Version: 4.2
SecurityIQ for Business User Guide Page 2 of 26 Agent Installation & Configuration Copyright © 2016 SailPoint Technologies, Inc., All Rights Reserved.
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Table of Contents
1. Agent Installation & Configuration ... 4
1.1. Overview ... 4
2. General ... 5
2.1. Agent Operation Principals ... 5
2.2. Entitlements Collector Operation Principle ... 5
2.3. Monitored Activities ... 5
2.4. Supported Versions ... 6
3. Prerequisites ... 7
3.1. Software Requirements ... 7
3.2. Permissions ... 7
3.3. Configure View Activities Monitoring ... 9
3.4. Communications Requirements... 11
4. Add New Application Wizard ... 12
5. Installation of Services ... 20
5.1. Entitlement Collector Installation ... 20
5.2. Run the Crawling Task ... 25
5.3. Business Application Monitor Installation ... 25
5.4. Data Classification Installation ... 25
6. Verification ... 26
6.1. Services ... 26
6.2. Agents Services ... 26
6.3. Logs ... 26
6.4. Monitored Activities ... 26
6.5. Entitlements Collection... 26
SecurityIQ for Business User Guide Page 4 of 26 Agent Installation & Configuration
1. A GENT I NSTALLATION & C ONFIGURATION
1.1. Overview
1.1.1. Installation Flow
1. Configure all of the prerequisites.
2. Add a new application to the SecurityIQ Administrative Client.
1.1.2. Install the BAM/Entitlement Collector/Data
Classification (optional) services. Where to Install?
1. Business Application Monitor - Must be installed locally on one of the SharePoint application servers, and run with a dedicated user.
2. SharePoint Entitlements Collector – Must be installed locally on one of the SharePoint application servers, and run with a dedicated user.
3. SharePoint Data Classification – Must be installed remotely on a SecurityIQ monitor application server.
2. G ENERAL
2.1. Agent Operation Principals
SecurityIQ Agent for SharePoint uses 2 separate mechanisms to audit user activities.
1. Fetch audits from SharePoint's audit facilities
2. The SharePoint audit is used to audit all events except View. Monitoring of View events through the SharePoint audit can cause extreme load on the SharePoint content database, so a different approach is needed. Analyzing IIS logs for View events auditing.
VIEW events are collected from IIS log files.
Installation is required on one of the SharePoint farm servers
SecurityIQ monitors activities from all of SharePoint's farms from a central location (locally on one of the SharePoint farm servers).
The installation does not require the booting of any SP server.
Adding a SharePoint backend server does not require any additional configuration.
Adding a SharePoint front end server requires adding its IIS logs path to SecurityIQ and Read permissions in its folder (if View actions are monitored).
Monitored activities can include audits from the all Site Collections or from
selected Site Collections, as described in the Add Application Wizard section below.
2.2. Entitlements Collector Operation Principle
SecurityIQ connects through SharePoint's Server API and analyzes the local and domain user permissions of its objects.
2.3. Monitored Activities
Table 1. Monitored Activities
Action Meaning
Check In A file was checked in.
Check Out A file was checked out.
Child Delete A file/folder was deleted under a list/folder.
Copy A file was copied.
Delete A file was deleted.
Move The location of an object was changed.
Profile Change An account profile was changed.
Schema Change An SPS schema was changed.
SecurityIQ for Business User Guide Page 6 of 26 General
Action Meaning
Search A search query was sent using the SharePoint API.
Security Change Security changes were made (such as inheritance breaking, group creation, or group membership changes).
Undelete An object was restored.
Update Object properties were updated.
View A file was accessed/downloaded.
Workflow The workflow was continued.
Audit Mask Change Audit settings were changed on a SharePoint object
2.4. Supported Versions
SharePoint 2007 SP2 and above
32- and 64-bit support
3. P REREQUISITES
3.1. Software Requirements
Business Asset Monitor
SharePoint 2007 and 2010 Microsoft .Net Framework 3.5
SharePoint 2013 Microsoft .Net Framework 4.5
Entitlement Collector
SharePoint 2007 and 2010 Microsoft .Net Framework 3.5
SharePoint 2013 Microsoft .Net Framework 4.5
Data Classification
Microsoft .Net Framework 4.5
Watchdog (Installed automatically when an Entitlement Collector/Data Classification is installed)
Microsoft .Net Framework 4.5
Note: If installing on a SharePoint 2007/2010 without .Net Framework 4.5, the Watchdog service will not be installed.
3.2. Permissions
1. Create a designated domain user in the domain in which SharePoint works (for example, siq_wss).
a. Make the user Local Administrator on the front end server in which the agent is installed.
b. Assign that user as a “Site Collection Administrator” for all Site Collection, using the Web Application Policy Rule to assign these permissions.
c. Assign the user permissions to access all IIS Logs on all front ends through UNC
d. Assign that user as the "Site Collection Administrator"
2. Grant database permissions in each of the following SharePoint DBs.
a. Grant the following permissions:
Admin DB
DB Data reader
Execute on DBO schema
Create tables
Config DB
DB Data reader
Execute DBO schema
Content DB (can be multiple DBs)
SecurityIQ for Business User Guide Page 8 of 26 Prerequisites
DB Data reader
Execute DBO schema
Note: SailPoint Security Professional Services has a script to generate the required permissions for the database.
3.3. Configure View Activities Monitoring (Manual Mode Only)
Note: The following step can be skipped when automatic IIS log configuration is enabled in the Add New Application Wizard (see Automatic IIS Log Configuration).
Enable Host field logging on all Frontend IIS servers. For each Frontend server:
1. Open the IIS management console.
2. Locate the SharePoint Web Application site in the IIS.
3. Open the "Logging" options on the IIS management console.
4. Click on "Select Fields":
Figure 1. Logging 5. Check the "cs-host" to select the field.
SecurityIQ for Business User Guide Page 10 of 26 Prerequisites
Figure 2. Logging Fields
6. Click on Apply under Action so the changes will take effect.
Note: If the cs-host field was not defined for logging before, View events might take a few hours to start collecting. To make the agent start collecting new view events, stop the iis, delete the last iis log file and start the iis again.
7. When running in a SharePoint farm with multiple Frontend servers, create a dedicated share on each Frontend to the Web Application IIS log directory, and give Read permissions to the user defined in the Permissions section above to access the share. This share will be used after the installation in the configuration of the bamframework.exe.config.
3.4. Communications Requirements
Table 2. Communications Requirements
Requirement Source Destination Port
Database Access BAM/Entitlement Collector server
SecurityIQ DB According to the specific DB definitions SecurityIQ Access BAM/Entitlement
Collector server
SecurityIQ Servers 8000-8008
Data Classification Data Classification Server
SharePoint Farm http & https as required
Access to IIS Logs BAM All SharePoint
Frontend servers
139/445
SecurityIQ for Business User Guide Page 12 of 26 Add New Application Wizard
4. A DD N EW A PPLICATION W IZARD
1. Navigate to System Application Monitors.
2. Select New.
The Welcome window of the New Application Monitor Wizard displays.
Figure 3. Welcome Window 1. Select Standard Monitor.
2. Select SharePoint from the Application Type dropdown menu.
3. Click Next.
The General window of the New Application Monitor Wizard displays.
Figure 4. General Window
1. Type the logical name of the SharePoint application in the Name field.
2. Type a description of the application in the Description field.
3. Select a logical container for the application from the Container dropdown menu.
4. Select an Active Directory Identity Collector from the Identity Collector dropdown menu.
5. Click Next.
SecurityIQ for Business User Guide Page 14 of 26 Add New Application Wizard
The first Configuration window of the New Application Monitor Wizard displays.
Figure 5. Configuration Window I 1. Complete the Connection Details fields:
Base Address (the URL for users to access the portal)
User Domain (the user defined in the prerequisites)
User (the user defined in the prerequisites)
Password (the user defined in the prerequisites)
Repeat Password (the user defined in the prerequisites)
Note: User Domain, User and Password are used for Data Classification to call the SharePoint web service
Leave Audit On (whether to leave the SharePoint audit on when the service is off)
Purge Old Events (deletes audits older than a given number of days from the SharePoint Content database, using the SharePoint API)
IIS Log Configuration (whether to specify IIS log folders manually or automatically, via monitor identification)
Choose Manual (control which sites to monitor)
Fill in the IIS Log Folder Paths list with the UNC path for each wanted IIS site log folder.
Note: Perform this step for each monitored server.
Choose Automatic to let the monitor identify all site log folders. This mode also sets the IIS Host field logging for each monitored server for not-yet- enabled fields.
Fill in the Servers to Exclude list (not shown above) If servers do not require monitoring, where each entry may be a server name or address
2. Complete the Monitor Behavior fields:
Polling interval (Activity fetching interval [in seconds])
Report Interval (BAM Health reporting interval [in seconds])
Local Buffer Size (Local buffer size for activities [ in MB])
Note: This cyclic buffer stores activities on the BAM machine in case network errors prevent activities from being sent.
3. Select the relevant Entitlements Collection items:
Skip Identities Sync (Skip identity synchronization before running entitlement collection tasks when the identity collector is common to many different agents)
Calculate Effective Permissions (Calculate the effective permissions during the Entitlements Collection run.)
Calculate Riskiest Permissions (Calculates the riskiest permission on a resource – for example, Full Control is riskier than Read permissions if both are on a resource)
4. Click Next.
SecurityIQ for Business User Guide Page 16 of 26 Add New Application Wizard
The second Configuration window of the New Application Monitor Wizard displays.
Figure 6. Configuration Window II
1. Select the relevant items under When an activity from a new resource is detected:
Store the activity (Full Auto-Learning Mode) (Monitor all activities from all site collections, which automatically creates new site collections in the Business Resources Tree.)
Discard the activity (No Auto-Learning Mode) (Manually define the site collections to be monitored, including all of their sub-objects.)
2. Click Next.
The Data Enrichment window of the New Application Monitor Wizard displays.
Figure 7. Data Enrichment Window
1. Select the data enrichment connectors (DECs) to enrich monitored activities from the Available DECs text box, and use the > or >> arrows to move them to the Current DECs text box.
Note: Chapter 6 of the SecurityIQ Administrative Client User Guide provides more information on Data Enrichment Connectors, including what they are, how to configure them, and how they fit in the Activity Flow.
2. Click Next.
SecurityIQ for Business User Guide Page 18 of 26 Add New Application Wizard
The Crawler window of the New Application Monitor Wizard displays.
Figure 8. Crawler Window 1. Check the Create a Schedule check box.
2. Type a name for the crawling scheduling task in the Name field.
3. Select a scheduling frequency from the Schedule dropdown menu.
4. Fill in the relevant date and time fields (which differ, depending upon the scheduling frequency selected).
5. Check the Active check box if relevant.
6. Type in the names of folders to exclude from the crawling process in the Exclude Paths by Regex field.
7. Click Next.
Note: Chapter 7 of the SecurityIQ Administrative Client User Guide provides more information on the Crawling Process.
The Access Fulfillment window of the New Application Monitor Wizard displays.
8. Click Next.
Note ii: Chapter 8 of the SecurityIQ Administrative Client User Guide provides more information on access fulfillment.
The Installation File window of the New Application Monitor Wizard displays.
Figure 9. Installation File Window
1. Browse and select the destination file (used for installing the BAM/Entitlement Collector/Data Classification services) in the Destination field.
2. Click Finish.
SecurityIQ for Business User Guide Page 20 of 26 Installation of Services
5. I NSTALLATION OF S ERVICES
5.1. Entitlement Collector Installation
1. Run the "SecurityIQ Agent Installer" as an Administrator.
The Agent Configuration File window displays.
Figure 10. Agent Configuration File Window
2. Browse and select the XML installation file (generated in the last step of New Application Wizard) in the Configuration file field.
3. Click Next.
The SecurityIQ Features window displays.
Figure 11. SecurityIQ Features Window
4. Check the "Entitlements Collector" check box under Select components to be installed.
5. Click Next.
SecurityIQ for Business User Guide Page 22 of 26 Installation of Services
The Microsoft SharePoint Configuration window displays.
Figure 12. Microsoft SharePoint Configuration 6. Select the correct Microsoft SharePoint version.
7. Click Next.
The Service Credentials window displays.
Figure 13. Service Credentials Window 8. Uncheck the Run as LocalSystem check box.
9. Enter the Username defined in the Permissions prerequisites section in the form of domain\user and click on ‘Find User’
10. The username should appear with an underline.
11. Enter the Password for the user 12. Repeat the Password for the user 13. Click Next.
SecurityIQ for Business User Guide Page 24 of 26 Installation of Services
The Installation Folder window displays.
Figure 14. Installation Folder Window 14. Browse and select the location of the target folder for installation.
15. Browse and select the location of the folder for system logs.
16. Click Next.
The system begins installing the selected components.
17. Click Finish (which displays after all of the selected components have been installed).
Note: Chapter 8 of the SecurityIQ Administrative Client User Guide provides more information on Entitlements Collection.
5.2. Run the Crawling Task
Note: Before beginning monitoring, it is mandatory to run the SharePoint endpoint crawler.
1. Open the administrative console and navigate to System Scheduled Tasks.
2. Search for the Crawling task name defined in the endpoint Add Application Wizard.
3. Right click and select Run Now to run the scheduled task.
4. Verify that the first level of the SharePoint site collections have been crawled before beginning monitoring.
5.3. Business Application Monitor Installation
1. Follow Steps 1-3 of the Entitlement Collector Installation procedure.
2. Select "Business Application Monitor" in Step 4 of the Entitlement Collector Installation procedure.
3. Follow Steps 5-11 of the Entitlement Collector Installation procedure.
Note: Chapter 6 of the SecurityIQ Administrative Client User Guide provides more information on Activity Monitoring.
5.4. Data Classification Installation
1. Follow Steps 1-3 of the Entitlement Collector Installation procedure.
2. Select "Data Classification" in Step 4 of the Entitlement Collector Installation procedure.
3. Follow Steps 5-11 of the Entitlement Collector Installation procedure.
Note i: Assure the selection of a unique port for each Data Classification service if more than one Data Classification service is installed on the same physical server. Different services use this unique port as a User Interface Service to communicate with the Data
Classification service.
Note ii: Chapter 9 of the SecurityIQ Administrative Client User Guide provides more information on Data Classification.
SecurityIQ for Business User Guide Page 26 of 26 Verification
6. V ERIFICATION
6.1. Services
6.2. Agents Services
SecurityIQ Business Asset Monitor—<Application_Name> service is running.
SecurityIQ Entitlements Collection—<Application_Name> service is running.
SecurityIQ Data Classification —<Application_Name> service is running.
SecurityIQ Watchdog—<Application_Name> service is running.
6.3. Logs
“%SIQ_HOME_LOGS%\WSS - <Application_Name>.log" does not contain errors.
“%SIQ_HOME_LOGS%\RoleAnalytics-<Application_Name>.log" does not contain errors.
“%SIQ_HOME_LOGS%\DataClassification-<Application_Name>.log" does not contain errors.
“%SIQ_HOME_LOGS%\Watchdog-<Application_Name>.log" does not contain errors.
6.4. Monitored Activities
1. Simulate activities on the SharePoint.
2. Wait a minute (approximately).
3. Query for activities in the Administrative Client by <BAM_Name>.
4. Verify that the activities display in the Administrative Client.
6.5. Entitlements Collection
1. Run the Crawler and Entitlements Collector tasks in the SecurityIQ Administrative Client.
2. Verify that:
The tasks completed successfully
Business resources were created on the BRs tree Entitlements display in the Entitlement Forensics window