Configuration Steps for Windows File Server - Lepide Trust

1. Add a Data Set for File Server

  • From the Settings Screen

  • Select the Current Permission Scan Settings option

A screenshot of a computer

Description automatically generated
Current Permission Scan Settings

  • Create a new Data Set Profile by clicking the (+) icon and give the Data Set a name

A screenshot of a computer screen

Description automatically generated
Add a Data Set Name
  • Click Next

  • Choose File Server as the Component Name

  • Click on the (+) icon

A screenshot of a computer

Description automatically generated
Add Component and Server Information

  • Choose All Shares

A screenshot of a computer

Description automatically generated
Choose All Shares from the Menu

  • Select the File Server from the list for which you want to add the All Shares option and click OK

image-20260105-113225.png
Select the File Server(s)

  • Click Next

The Database Mapping dialog box will be displayed:

A screenshot of a computer

AI-generated content may be incorrect.
Database Mapping

  • Click Next

The Permission Scanning Options dialog box will be displayed:

A screenshot of a computer

AI-generated content may be incorrect.
Permission Scanning Options

  • Here, you can select from the following options:

    • Scan Now: Check this box to start the Permission scan immediately

    • Schedule Scan: Check this box and click Change Schedule to specify a time to run the scan

    • Scan on Remote Agent: Check this box to run the Scan on a Remote Agent. This is explained further in the following section.

  • Click Ok

1.1 Running a Permission Scan using a Remote Agent

A permission scan can be configured to run using a remote agent. This can be done while setting up a new profile or when modifying a profile and is explained as follows:

  • From the Add a Data Set Wizard, in the Scan Options dialog box, there is a check box for Scan on Remote Agent:

A screenshot of a computer

AI-generated content may be incorrect.
Permission Scanning Options
  • Check this box to run the permission scan on a remote agent

  • Check the Scan on Remote Agent box and add the information for the three fields which are: Domain Controller, User Name and Password.

  • Click Finish