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Carbon Black App Control User Guide
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.
Creating, Editing and Managing Dashboards
This section describes how to create, edit, and manage dashboards.
Copy a Dashboard
Copying a dashboard can be useful under a number of circumstances, including:

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.
  - Dashboard Elements
    Although the portlets displayed by a dashboard vary, the basic structure of all dashboard pages is standard. The two main areas are the Dashboard toolbar, which shows the name of the current Dashboard and provides buttons and menus to manage it and the portlets.
  - Using Portlets
    The portlets on a dashboard display file, computer, or event information. They can show the number and types of computers managed by Carbon Black App Control Agents, the number and type of security policies enforced, or the categories of software on your computers.
  - Viewing Other Dashboards
    The Home Page is always available on the console menu. A System dashboard is also available that has portlets showing a variety of reports on your system, including the number of computers at each Enforcement Level, new software seen on your system, and baseline drift reports.
  - Changing Dashboard Appearance
    You can use the following options to change the appearance of a dashboard.
  - Creating, Editing and Managing Dashboards
    This section describes how to create, edit, and manage dashboards.
    - Shared Dashboards
      You can create dashboards for your own use only, or you can share any dashboard you create by selecting the Share with all users check box on the Edit Dashboard page.
    - Create a Dashboard
      To create a new dashboard, perform the following procedure.
    - Copy a Dashboard
      Copying a dashboard can be useful under a number of circumstances, including:
    - Edit a Dashboard
      You can edit a dashboard to add or remove portlets from it, change its name, or change its sharing and menu options.
    - Managing the Default Home Page
      There are two Home Page management buttons on the dashboard.
    - Delete a Dashboard
      You can delete any dashboard you created and, unless you are logged in as a ReadOnly user, any shared dashboard that is available to you. The only dashboard that cannot be deleted is the Home Page.
    - Managing Dashboards from the Dashboards Page
      The Dashboards page includes a complete list of available dashboards and controls to manage them.
  - Creating and Customizing Portlets
    In addition to its dashboard management features, the Edit Dashboard page provides access to portlet management features with which you can:
- 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.
- 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.

Copy a Dashboard

Copying a dashboard can be useful under a number of circumstances, including:

To make your own copy of a shared dashboard that someone else created.
To add or remove portlets, or otherwise edit the dashboard.

Open the Edit Dashboard page for a copied dashboard using one of the following methods:
- On the console menu, click Reports and then click Dashboards. On the Dashboards page, click the Copy button next to the dashboard to copy.
  
  - or -
- On the dashboard to copy, click the Copy Dashboard button.
The Edit Dashboard page opens, showing all of the parameters as the dashboard you copied, except for the name, which appears in the form Copy of <name-of-source-dashboard>. Replace the default name with the name to use for the dashboard.
Optionally modify dashboard parameters. For details, see Create a Dashboard.
Delete any portlets you do not want on this dashboard by deselecting the check box to the left of the portlet name.

Caution: Do not click the Delete link to the right of the portlet name – this action deletes the portlet from the Carbon Black App Control Server entirely, not just from the current dashboard.
Add portlets by selecting the check box to the left of their names. To create a new portlet, see Creating and Customizing Portlets.
Click Save.

The copied dashboard displays on the Dashboards page.