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Carbon Black App Control User Guide
System Configuration
This section describes settings that enable you to configure and maintain your Carbon Black App Control Server installation. Access to the System Configuration page is available only to login accounts in the Administrators group or in customized groups with View System Configuration and Manage System Configuration check boxes selected.
Configuring SAML Logins
Integrate Carbon Black App Control with an IdP
To add Carbon Black App Control as a Service Provider for an identity provider, perform the following procedure.

Carbon Black App Control User Guide
- Preface
  This is your guide to day-to-day administration and security monitoring tasks: monitoring executable files on your network using App Control; configuring the App Control Server; managing computers running the App Control Agent; and managing App Control Console users.
- App Control Overview
- Using the Console
  This section covers the basics of using the Carbon Black App Control Console: how to log in and out, how to navigate in the user interface from the Home page and menu system, and how to view the information Carbon Black App Control makes available to you through tables, details pages, and dashboards.
- Managing Console Login Accounts
  This section describes how to create and manage login accounts for the Carbon Black App Control Console. It also describes how to define user roles that grant access to specified features, and in some cases limit this access by policy.
- Managing Computers
  This section describes the steps necessary to install Carbon Black App Control agents on computers. It also describes how to upgrade or uninstall agents, view the details agents provide to the Carbon Black App Control Console and manage operating system updates on agent-managed systems.
- Creating and Configuring Policies
  This section explains how to create policies and change their settings, including Enforcement Levels.
- Managing Virtual Machines
  This section explains how Carbon Black App Control efficiently manages virtual machines, called clones in the console, and the template computers on which they are based.
- File, Publisher, and Application Information
  This section describes the location and contents of file information in Carbon Black App Control. It also includes:
- Approving and Banning Software
  This section describes how to approve or ban software using Carbon Black App Control. It includes information about both global and local file approval.
- Deleting Files
  This section describes how to use the Carbon Black App Control Console to delete files on Windows endpoints.
- Reputation Approval Rules
  This section describes reputation approval rules, which can be used to automatically approve files based on the file and publisher trust ratings that Carbon Black File Reputation provides.
- Managing File-Signing Certificates
  This section describes advanced features for using file-signing certificates in Carbon Black App Control file monitoring and enforcement activities.
- Managing Devices
  This section describes features for tracking and control of storage devices detected on computers running the Carbon Black App Control Agent.
- Custom Software Rules
  Custom rules define actions you want the agent to take in response to file, directory, or process activity that matches conditions you specify. They may be used to optimize performance, protect file integrity, create a trusted file path for software distribution, or meet other special needs
- Memory Rules
  Memory Rules let you protect a process from being accessed or altered by other processes or users.
- Registry Rules
  This chapter describes Registry rules, which control what happens when there is an attempt to make changes in the Windows Registry at locations that match paths you specify. If you choose, you can limit enforcement of the rules to specified users and/or processes.
- Script Rules
  This chapter describes Script rules, which identify files to be tracked and managed as scripts by Carbon Black App Control. The Carbon Black App Control Server includes built-in script rules, and you can create custom rules to identify other scripts.
- YARA Rules
  Carbon Black App Control provides content-based inspection by using YARA rules, which enables more granular control of the security policy in your environment. YARA rules are descriptions of malware samples that can help you detect and classify malware in files. In a rule, the criteria for the rule is defined and tags are specified. When the rule is enabled, tags are assigned to files that meet the criteria for the rule.
- Expert Rules
  Expert rules are Custom, Memory, and Registry rules created with a special interface that provides many more options than the standard interface for these rules. They are intended for expert users working with Carbon Black Support or Technical Services.
- Rapid Configs
  This chapter describes Rapid Configs, which are sets of rules that can be used to accomplish tasks such as application optimization, operating system and application hardening, and approval of files delivered by software distribution systems.
- Event Rules
  There are Event rules, which allow you to specify an action to be performed when an event matches filters you define.
- Endpoint Notifiers and Approval Requests
  This chapter describes the Carbon Black App Control features that involve interactions with endpoint users.
- Events, Alerts and Meters
  This section explains how to use Carbon Black App Control event reports and alerts to monitor file activity and other key operations on your network. It also describes tools for detecting propagation of files on your network and for keeping track of the number of times a specified file executes.
- Monitoring Change: Baseline Drift Reports
  This section describes how to use Baseline Drift Reports, which allow you to track changes in the inventory of files on systems running the Carbon Black App Control Agent.
- Advanced Threat Detection
  This section describes how you enable and use Carbon Black App Control’s Advanced Threat Indicators, and how you can monitor threats through events, file details, and alerts.
- Using and Customizing Dashboards
  Carbon Black App Control Dashboards are configurable pages containing compact windows called portlets, each of which provides access to Carbon Black App Control-related information or controls.
- Locating Files
  This section describes how to use the Find Files page to locate or verify the existence of specific executable files on computers running the Carbon Black App Control Agent. Find Files locates instances of files, not their listings in the File Catalog.
- System Configuration
  This section describes settings that enable you to configure and maintain your Carbon Black App Control Server installation. Access to the System Configuration page is available only to login accounts in the Administrators group or in customized groups with View System Configuration and Manage System Configuration check boxes selected.
  - The General Configuration Tab
    The General tab of the System Configuration page has three sets of configuration fields.
  - Event Management Options
    Carbon Black App Control event data is stored in a SQL Server database, and expands at a rate that corresponds to file activity on your network. The Events tab provides two sets of options for managing events data generated byCarbon Black App Control .
  - Securing Agent-Server Communications
    Carbon Black App Control uses SSL security for communication between its server and its agents.
  - Advanced Configuration Options
    The Advanced Options tab on the System Configuration page includes options related to database backup, computer and agent management, certificate and updater rules, general console management, and settings for optional features.
  - Backing Up the App Control Server
    If your SQL Server administrator has a standard backup plan and mechanism, Carbon Black recommends that you use that mechanism to backup your Carbon Black App Control database. If you do not use a separate database backup mechanism, Carbon Black App Control Server provides a mechanism to fully back up and restore the system as currently configured, including computer configuration, system settings, file database, and event log.
  - Restoring the Carbon Black App Control Server
    You can restore the Carbon Black App Control Server to its most recent state. Carbon Black App Control database and settings restoration is a manual procedure that requires reinstalling the Carbon Black App Control Server.
  - Configuring Alert and Approval Request Mail
    Some Carbon Black App Control features require configuration of a mail server so that messages can be sent to administrators or endpoint users.
  - Managing Carbon Black App Control Licenses
    The Licensing panel of the System Configuration page lets you manage Carbon Black App Control licenses and to activate, deactivate, and configure Carbon Black File Reputation.
  - Activating Carbon Black File Reputation
    Carbon Black File Reputation is a web service that provides features to enhance the value of the Carbon Black App Control Server.
  - Activating Carbon Black EDR Integration
  - Configuring Unified Management
    This topic refers you to another section in this guide.
  - Configuring SAML Logins
    - Integrate Carbon Black App Control with an IdP
      To add Carbon Black App Control as a Service Provider for an identity provider, perform the following procedure.
    - Add an Identity Provider to Carbon Black App Control
      To add an identity provider to Carbon Black App Control, perform the following procedure.
    - Allow Non-SAML Logins for Specified User Roles
      You must set up at least one User Role in Carbon Black App Control for local (non-SAML) login to the console, so that you can log in if problems occur with the IdP. This User Role can also be useful for troubleshooting purposes.
    - Logging In Using SAML
      After you save a properly configured IdP in Carbon Black App Control, you can use SAML to log in.
    - Deleting or Editing an Identity Provider
      You can delete or modify an identity provider in Carbon Black App Control.
- Unified Management of Multiple Servers
  If you have multiple Carbon Black App Control servers, you can centralize the management of those servers. Unified Management allows you to specify that one server can control many common management functions for any connected Carbon Black App Control servers.
- Monitoring System Health
  This section introduces the System Health page, which provides Carbon Black App Control administrators with the ability to monitor the health and performance of the Carbon Black App Control Server.
- Live Inventory SDK: Database Views
  In addition to the access provided to the Live Inventory of files and computers through the console, Carbon Black App Control provides public views into the database. You can create your own reporting and data analysis solutions through the use of these public views.
- Carbon Black App Control API
  The Carbon Black App Control API is intended for programmers who want to write code to interact with Carbon Black App Control, either using custom scripts or from other applications. It is a RESTful API that can be consumed over HTTPS protocol using any language that can create get URI requests and post/put JSON requests as well as interpret JSON responses.
- Carbon Black App Control Connector
  This section provides instructions for configuring and using the Connector, which integrates the Carbon Black App Control Server with one or more network security devices or services.
- DASCLI
  The DasCLI.exe program, referred to as DASCLI, is an executable which provides Command Line Interface (CLI) access to the Carbon Black App Control Windows Agent. Messages are transmitted between DASCLI and the Agent.
- Diagnostic Files
  The Carbon Black App Control Console includes a page that displays certain diagnostic files for the Carbon Black App Control Server and its agents. These files can be useful when you are investigating issues in your Carbon Black App Control environment with the assistance of Carbon Black Support.
- Uploading Files from Agents
  This topic describes uploading files from agents.
- Exporting Data for External Analysis
  This section provides instructions for configuring and using Carbon Black App Control External Analytics, which enables the Carbon Black App Control Server to export data it collects from endpoints to external analysis tools.

Integrate Carbon Black App Control with an IdP

To add Carbon Black App Control as a Service Provider for an identity provider, perform the following procedure.

In the terminology of SAML, Carbon Black App Control is a Service Provider. Identity providers and Service Providers must create a trust relationship to work together. The key step required for this trust is to exchange XML metadata with each other. The following procedure requires that you login to both your IdP and your Carbon Black App Control Console.

Log in to your identity provider’s website, or if you have not yet activated an IdP, create an account with one.
Go to the page where your provider allows you to add a new service provider.
Where prompted, enter the name (FQDN) for your Carbon Black App Control Server. For example: cbpserver1.myorg.local.
Select one of the following attributes to map IdP accounts to existing Carbon Black App Control Console accounts. In either case, the data used for mapping must include an email address that matches an existing console account:
- Use NameID in the following format: urn:oasis:names:tc:SAML:1.1:nameid-format:emailAddress and provide the NameID Attribute that identifies email addresses on your IdP
  - or -
- Use an attribute with name EmailAddress (capitalized as shown). If you provide EmailAddress, it is always used for mapping, even when there is no matching Carbon Black App Control Console account.
Log in to the Carbon Black App Control console. Click the Settings (gear) icon in the console menu, and click System Configuration.
Click the SAML Login tab.
In the Service Provider section, do one of the following:
- In the Service Provider XML field, click the Click here link to download the Service Provider XML.
  
  -or-
- Click the Select all button and copy the XML from the window.
Go to your IdP page for configuring a Service Provider and follow the instructions for importing or pasting the Carbon Black App Control XML.
Enter any other information required by the IdP site, and when finished, submit or save your Service Provider information.

Keep both the Carbon Black App Control console and the IdP website page open and continue with the following procedure: Add an Identity Provider to Carbon Black App Control.