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      Alerts for Sensitive File Operations

      Actifile allows you to receive real-time or daily notifications when sensitive file events occur. This guide walks you through the steps to activate alerts and select the right recipients.

      Note: This article covers the Create Case feature in classifier settings. To receive alerts for sensitive data upload spikes across all classifiers and devices, use the Alert System instead.

      Prerequisites

      Before setting up alerts, ensure data activity notifications are enabled at the account and user level.

      Enable Data Activity Notifications

      Step 1. Log in to the Customer Portal, click the gear icon in the top-right corner, and select Settings.

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      Step 2. Open the Customer Settings tab.

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      Step 3. Locate Data Activity Email Notifications and set it to Daily or Immediate. Click Save to apply changes.

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      Select Admin Users to Receive Notifications

      Step 1. In the Customer Portal, click the gear icon and go to Settings > Customer Users.

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      Step 2. Select the user who should receive notifications and click the Edit icon to open user settings.

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      Step 3. Ensure the following:

      • Email alerts are enabled for the user.
      • The user has admin permissions.

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      Setting Up Notifications for File Events

      Once you've completed the required setup, follow these steps to configure notifications.

      Step 1. In the Customer Portal, go to Deployment > Classifiers > Active Classifiers.

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      Step 2. Locate the classifier you want to modify and click its name to open the settings.

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      Step 3. Click Next until you reach the Actions screen.

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      Note: Actions can only be configured for existing classifiers. If you want to set up alerts for a new classifier, save it first, then reopen it from the list.

       

      Step 4. In the Manage File Events section, click Add Action Group.

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      Step 5. Configure the following settings:

      • Device selection:
        • All devices
        • All devices except specific one(s)
        • Only specific device(s)
      • Triggers:
        • File extension changes
        • Transfers to removable devices
        • File uploads
        • File deletions
      • Application selection (for uploads):
        • All applications
        • All applications except specific one(s)
        • Only specific application(s)


      Step 6. In the Actions field, select Create Case and click Update to finalize the settings.

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      What's Next?

      Once configured, Actifile will send email notifications when specified file events occur, helping you stay informed about potential security risks.

      You can also review received alerts in the Event Audit section of the legacy user interface (this page is not yet available in the new UI).

      To access it:

      • From the Customer View, go to Data Explorer > Event Audit.

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