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updated documentation for 5.7.10
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docs/dataclassification/5.7/dashboards.md

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@@ -12,8 +12,9 @@ The Dashboard administration area provides a selection of tools to review applic
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The default screen shows a high-level overview of Netwrix Data Classification statistics, displaying
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the last active times of each service (with inactive services shown in red). Select the "i" icon
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next to each date to view the name of the active server as well as batch processing statistics. You
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will also view the processing throughput.
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next to each date to view the name of the active server as well as batch processing statistics.
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If you have Distributed Query Server enabled, any instances that are missing their encryption key
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will also be displayed. You will also view the processing throughput.
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The following statistics are available for each thread type:
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docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md

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---
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title: "NDC Server Cluster"
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description: "Configuring NDC Servers Cluster and Load Balancing with DQS Mode"
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description: "Configuring an NDC Server Cluster and Load Balancing with DQS Mode"
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sidebar_position: 10
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---
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# Configuring NDC Servers Cluster and Load Balancing with DQS Mode
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# Configuring an NDC Server Cluster and Load Balancing with DQS Mode
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The Distributed Query Server (DQS) mode allows you to balance the load between multiple Netwrix Data
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Classification Servers (NDC Servers) while data collection, indexing and classification. This
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approach is strongly recommended if you need to process large data volumes, for example:
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The Distributed Query Server (DQS) mode allows you to balance the processing load of data collection,
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indexing and classification over multiple Netwrix Data Classification Servers (NDC Servers) with a single shared database.
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This approach is strongly recommended if you need to process large data volumes, for example:
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- File Servers—Up to 64 m objects per cluster of 4 servers.
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- SharePoint—Up to 32 m objects per cluster of 4 servers.
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- File Servers — recommended if processing over 16m objects,
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supports up to 64 m objects per cluster of 4 servers.
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- SharePoint — Recommended if processing over 8m objects,
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supports up to 32 m objects per cluster of 4 servers.
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To apply Distributed Query Server mode, you need to arrange your NDC Servers in a 'cluster' for load
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distribution, as described below. Each clustered NDC Server will store its own set of .CSE files —
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that is, **NDC Index** will be a distributed index. To assemble and combine data required for the
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To make use of Distributed Query Server mode, you need to arrange your NDC Servers in a 'cluster' for load
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distribution as described below. Each clustered NDC Server will store its own set of .CSE index files,
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thus distributing the index over the clustered servers. To assemble and combine data required for the
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search results, each NDC Server will automatically communicate with the other clustered servers.
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:::note
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All NDC Servers in the cluster will share a single NDC SQL database.
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:::
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This functionality is implemented through the _Query Server_ functionality of NDC Server.
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This functionality is implemented through the _QueryServer_ application installed together with NDC
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Server.
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## Configuring DQS Mode
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## Applying DQS Mode
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DQS mode is configured via the administrative web console and, from version 5.7.10 onwards, the installer.
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DQS mode can be configured via the administrative web console.
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### Preparation
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If you want to implement DQS configuration for your NDC deployment, consider the following:
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- This action cannot easily be undone so, before applying the DQS mode, take a full backup of your
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NDC deployment. Also, read the DQS documentation sections thoroughly before you start.
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- Make sure all servers you plan to add to the DQS cluster have a network connection and are
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visible to each other across the network. Adjust your firewall settings if necessary.
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- This action cannot easily be undone, so before applying the DQS mode, take a full backup of your
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NDC deployment. Also, read the related documentation sections thoroughly before you start.
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- Make sure all servers you plan to add to the DQS cluster have proper network connection and are
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visible to each other across the network. Adjust firewall settings if necessary.
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- Initially, all existing documents will be ‘allocated’ to the first server in the 'cluster' and
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then re-distributed across all configured servers.
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DQS mode can only be configured by a user whose account has the **Superuser** role.
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To be able to configure the DQS mode, current account requires a **Superuser** role.
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:::note
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Once DQS mode is enabled, you cannot roll back your configuration. Netwrix
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strongly recommends ensuring that you have taken a full backup of your environment prior to enabling DQS.
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:::
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To arrange NDC Servers cluster and apply DQS mode
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### Enabling DQS Mode (Up to 5.7.9)
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1. Install and configure the first Netwrix Data Classification Server as described in the
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[Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section.
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2. Open administrative web console.
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3. Navigate to Settings → Utilities → DQS.
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2. Open the administrative web console.
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3. Navigate to Settings → Config → Utilities → DQS.
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4. Select Enable DQS.
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:::note
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Once the DQS mode is enabled, you cannot roll back your configuration. Netwrix
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strongly recommends to ensure that you have taken a full backup of your environment. If ready,
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confirm the DOS enablement operation when prompted.
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:::
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5. On the DQS tab, click Add to add servers you prepared, one by one.
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5. On the DQS tab, click Add to open the DQS addition menu, and input the details for the first additional NDC server.
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![dqs_mode_page_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_mode_page_thumb_0_0.webp)
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Complete the following fields:
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Fill in the following fields:
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| Setting | Value |
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| ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------- |
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| Server | Provide the NDC Server name or IP address (name format is case-insensitive). |
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| QS Path | Path to the solution component responsible for DQS mode, residing on the server being added. Filled in automatically; leave the default value. |
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| Active | Select to enable clustering for the instance being added. |
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| Alternate Server | Netwrix recommends using default values. |
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| Alternate QS Path | Netwrix recommends using default values. |
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6. Click **Save** to close the dialog.
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7. Prepare to install other Netwrix Data Classification Server instances, assuming each server
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requires a dedicated machine. Make sure they meet the
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| Server | The NDC Server name or IP address (name format is case-insensitive). |
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| QS Path | The path to the solution component responsible for DQS mode, residing on the server being added. This is filled in automatically when filling in the server name; leave the default value. | |
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| Alternate Server | Optional, Netwrix recommends using default values. |
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| Alternate QS Path | Optional, Netwrix recommends using default values. |
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6. Click **Save** to close the dialog. Repeat steps 5 and 6 for each server you intend to add.
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7. Prepare to install the other Netwrix Data Classification Server instances on their dedicated servers. To make best use of resources, each NDC server
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requires a dedicated machine. Make sure each server meets the
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[Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md) and general
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[Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md)
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8. On each server, follow the installation steps as described in the
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[Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section until SQL Database
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configuration.
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[Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section up to the SQL Database
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configuration step.
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9. On the SQL Database step, provide the name of the SQL Server instance that hosts NDC SQL database
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you configured for the first NDC Server.
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:::note
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Ignore the confirmation dialog on the existing schema in the selected SQL database.
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Ignore the confirmation dialog informing you of the existing schema in the selected SQL database.
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:::
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![dqs_servers_list_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_servers_list_thumb_0_0.webp)
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12. If you were configuring the DQS mode for the existing NDC deployment, you will be prompted to
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re-collect data from the data sources —in order to re-distribute the content index across all
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NDC Servers in the cluster.
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### Enabling DQS Mode (5.7.10 onwards)
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:::note
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To force re-distribution when necessary, you can use the Re-Collect command available
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after clicking **Run Cleaner** button on the **Settings > Core > Collector** tab.
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:::
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1. Install and configure the first Netwrix Data Classification Server as described in the
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[Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section.
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2. Open the administrative web console.
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3. Navigate to Settings → Config → Utilities → DQS.
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4. Select Enable DQS.
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5. Prepare to install other Netwrix Data Classification Server instances. Make sure each NDC server meets the
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[Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md) and general
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[Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md)
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6. On each server, follow the installation steps as described in the
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[Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/install/overview.md) section up to the SQL Database
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configuration step.
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7. On the SQL Database step, provide the details of the SQL Server instance that hosts the NDC SQL database
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you configured for the first NDC Server.
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8. When you click next, a message box should appear stating that an NDC configuration was detected and
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that the new install will be added to the existing DQS environment - click OK.
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:::note
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When upgrading an existing NDC instance the installer will attempt to resynchronise the DQS instances in the
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background and, if successful, will skip the DQS Synchronisation step. You can then skip ahead to step 13. The DQS Synchronisation
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step will only display for an upgrade if this process fails - this is not an issue, simply follow the steps below
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to resynchronise the NDC instance with the primary NDC server.
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:::
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9. The Primary NDC Server Url field should have the server url of the primary NDC server (i.e. the first row in the DQS table)
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automatically inserted. If it is not present or is incorrect, enter the address from the QS Path column of the first row of
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the DQS table. Then click Connect to connect the installer to that server.
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10. Once the installer has successfully connected to the primary NDC server, it will generate an authentication
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code and display it in the Authentication Code field. Click Sync to open the NDC DQS settings page in a web browser.
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11. On the web page, click on Register/Resync. This will open the authentication code entry tab - the authentication code generated by the installer
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should be present in the input field. Click Submit to submit the authentication code.
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:::note
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If the authentication code is not autofilled, click on the Authentication Code field in the installer to copy the
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value to your clipboard, then paste it in the authentication code field in the NDC UI.
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:::
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12. The Register/Resync tab should now display an 8-digit verification code. Copy this, paste it into
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the Verification Code field in the installer, then click Join. The NDC installer will then perform
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the resynchronisation.
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13. Complete the installation.
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14. Repeat steps 6 - 13 for each other new NDC Server, then review the list of servers to make sure all new
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servers have been successfully added.
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![dqs_servers_list_thumb_0_0](/images/dataclassification/5.7/requirements/dqs_servers_list_thumb_0_0.webp)
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If you were configuring the DQS mode for an existing NDC deployment, you will be prompted to
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re-collect data from the data sources in order to re-distribute the content index across all
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NDC Servers in the cluster. This will result in all data sources being recollected, which may
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take a significant amount of time.
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:::note
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To force re-distribution when necessary, you can use the Re-Collect command available
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after clicking **Run Cleaner** button on the **Settings > Core > Collector** tab.
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:::
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To review system health and check your configuration, use the product dashboards.

docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/ndcserverandclient.md

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# NDC Server
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Netwrix Data Classification **Server** can be deployed on a physical server or on a virtual machine
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in the virtualized environment on VMware or Microsoft Hyper-V platform.
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Netwrix Data Classification **Server** can be deployed on a physical server or on a virtual machine via software such as
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VMware or the Microsoft Hyper-V platform.
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When planning for NDC Server, consider a significant CPU load during data processing. Thus,
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installing NDC Server on a highly-loaded production machine is not recommended. For more
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information, refer to [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md).
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Installing NDC Server on a highly-loaded production machine is not recommended - NDC data
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processing is highly resource intensive, and sharing resources with other programs and
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processes will decrease the performance of both NDC and the other processes. For more information,
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refer to [Hardware Requirements](/docs/dataclassification/5.7/introduction/requirements/hardwarerequirements.md).
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**Web-based client** (management console) is always installed together with the NDC Server, so the
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A **web-based client** (management console) is always installed together with the NDC Server, so the
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IIS server role must be enabled on the target machine. For more information, refer to
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[Software Requirements](/docs/dataclassification/5.7/introduction/requirements/softwarerequirements.md).
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Remember that for production environments, your NDC Server and database server must meet the
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[Requirements to Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/requirements/overview.md). Virtual
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appliance configuration is insufficient for production and is not recommended for that purpose.
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[Requirements to Install Netwrix Data Classification](/docs/dataclassification/5.7/introduction/requirements/overview.md). The virtual appliance configuration is insufficient
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for production and is not recommended for that purpose.
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To balance the load while indexing and classifying data in the large-size and extra-large
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environments (i.e. with over ≥ 16 mln objects to process), it is strongly recommended to deploy
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several NDC Servers and configure **Distributed Query Server** mode for them.
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To balance processing load while collecting indexing and classifying data in large-size and extra-large
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environments (i.e. 16m+ objects to process), it is strongly recommended to deploy
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multiple NDC Servers and configure **Distributed Query Server** mode for them.
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[See Configuring NDC Servers Cluster and Load Balancing with DQS Mode for more information.](/docs/dataclassification/5.7/introduction/deployment/ndcserverandclient/dqsmode.md)

docs/dataclassification/5.7/introduction/initialconfiguration/healthalert.md

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# Configure Health Alerting
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On this step, you will be prompted to email settings for health reporting and select immediate
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On this step, you will be prompted to set email settings for health reporting and select immediate
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health alerts.
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![initial_config_health](/images/dataclassification/5.7/install/initialconfiguration/initial_config_health.webp)
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| Setting | Description |
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| --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
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| Would you like to configure Health Reporting? | Select Setup now if you want to receive health alerts. You can do it later in the communication settings area. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) |
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| Who should the email be sent from? | Select a user registered in Netwrix Data Classificationadministrative web console in the field or go to the Specific recipients below and specify one or more email addresses outside your organization. |
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| What sort of immediate alerts should be sent? | Select the appropriate alerting level: do not receive any alerts at all, receive errors only, or get both: emails for errors and warnings. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) |
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| Should a daily health summary be sent? | Select whether you want to receive daily summary on the product health. |
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| Who should the email be sent from? | Select a user registered in Netwrix Data Classification administrative web console in the field or go to the Specific recipients below and specify one or more email addresses outside your organization. |
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| What sort of immediate alerts should be sent? | Select the appropriate alert level for the emails you wish to receive: do not receive any alerts at all, only receive alerts for errors, or get emails for both errors and warnings. [See System Health for more information.](/docs/dataclassification/5.7/dashboards.md) |
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| Should a daily health summary be sent? | Select whether you want to receive daily summary on the current health status of NDC. |

docs/dataclassification/5.7/introduction/initialconfiguration/overview.md

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The Product Configuration Wizard allows you quickly configure basic Netwrix Data Classification
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settings such as processing mode, taxonomies, etc.
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In your web browser, navigate to the following URL: http://hostname/conceptQS where hostname is the
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In your web browser, navigate to the following URL: http://hostname/NDC where hostname is the
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name or IP address of the computer where Netwrix Data Classification is installed and perform
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initial configuration steps.
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