diff --git a/docs/pingcastle/basicuser.md b/docs/pingcastle/3.3/basicuser.md similarity index 99% rename from docs/pingcastle/basicuser.md rename to docs/pingcastle/3.3/basicuser.md index dace4793c9..d3294fa625 100644 --- a/docs/pingcastle/basicuser.md +++ b/docs/pingcastle/3.3/basicuser.md @@ -1,4 +1,6 @@ -# About PingCastle +# PingCastle Standard and Basic User Guide + +## About PingCastle "For CISO, by CISO" diff --git a/docs/pingcastle/enterpriseinstall.md b/docs/pingcastle/3.3/enterpriseinstall.md similarity index 99% rename from docs/pingcastle/enterpriseinstall.md rename to docs/pingcastle/3.3/enterpriseinstall.md index ac31480258..bc5ee23fa2 100644 --- a/docs/pingcastle/enterpriseinstall.md +++ b/docs/pingcastle/3.3/enterpriseinstall.md @@ -1,4 +1,6 @@ -# Description +# PingCastle Enterprise Installation and Configuration + +## Description PingCastle Enterprise is a tool designed to improve and follow the Active Directory overall security level. This software has been diff --git a/docs/pingcastle/enterpriseupgrade.md b/docs/pingcastle/3.3/enterpriseupgrade.md similarity index 96% rename from docs/pingcastle/enterpriseupgrade.md rename to docs/pingcastle/3.3/enterpriseupgrade.md index 41d4ade81e..e573980e41 100644 --- a/docs/pingcastle/enterpriseupgrade.md +++ b/docs/pingcastle/3.3/enterpriseupgrade.md @@ -1,4 +1,6 @@ -# Before proceeding to the upgrade +# PingCastle Enterprise Upgrade Guide + +## Before proceeding to the upgrade Version check diff --git a/docs/pingcastle/enterpriseuser.md b/docs/pingcastle/3.3/enterpriseuser.md similarity index 99% rename from docs/pingcastle/enterpriseuser.md rename to docs/pingcastle/3.3/enterpriseuser.md index c8e489f67d..bb087db8aa 100644 --- a/docs/pingcastle/enterpriseuser.md +++ b/docs/pingcastle/3.3/enterpriseuser.md @@ -1,4 +1,6 @@ -# Description +# PingCastle Enterprise User Manual + +## Description PingCastle Enterprise is a tool designed to improve and follow the Active Directory overall security level. This software has been diff --git a/docs/pingcastle/index.md b/docs/pingcastle/3.3/index.md similarity index 100% rename from docs/pingcastle/index.md rename to docs/pingcastle/3.3/index.md diff --git a/docs/pingcastle/3.3/kpi-user-guide.md b/docs/pingcastle/3.3/kpi-user-guide.md new file mode 100644 index 0000000000..b6650b650a --- /dev/null +++ b/docs/pingcastle/3.3/kpi-user-guide.md @@ -0,0 +1,860 @@ +--- +sidebar_position: 1 +title: PingCastle KPI User Guide +description: Complete visual guide to understanding and using PingCastle KPIs +keywords: [KPI, Active Directory, Security, Dashboard, Monitoring] +--- + +import Tabs from '@theme/Tabs'; +import TabItem from '@theme/TabItem'; + +# PingCastle KPI User Guide + +## ๐Ÿš€ Quick Start: Your First 5 Minutes + +Welcome to PingCastle's Key Performance Indicator (KPI) system! This guide will help you understand and navigate your Active Directory security metrics. + + + + +![Login Screen](/img/product_docs/pingcastle/kpi-user-guide/01-login-screen.png) + +Access your PingCastle dashboard using any of the available authentication methods: +- **Local Account**: Use your PingCastle username and password +- **Windows Authentication**: Use your domain credentials +- **External Services**: SAML, Okta, or other configured providers + + + + +![Main Dashboard](/img/product_docs/pingcastle/kpi-user-guide/02-main-dashboard.png) + +Once logged in, you'll see the **Maturity Assessment** dashboard - your main KPI hub. + + + + +![Navigation](/img/product_docs/pingcastle/kpi-user-guide/04-breadcrumb-navigation.png) + +Use the breadcrumb navigation and menu system to explore different KPI categories. + + + + +:::tip Getting Started +Start by reviewing the three main email goals, then explore the detailed KPI categories to understand your current security posture. +::: + +--- + +## ๐Ÿ“Š Understanding Your KPIs - Business Guide + +PingCastle tracks **20 Key Performance Indicators** across **5 categories** to measure your Active Directory security maturity: + +### ๐ŸŽฏ Category 1.1 - Domain Coverage (How well are you monitoring?) + +#### **KPI 1.1.1 - Audit Coverage Percentage** +- **What it means**: Percentage of your domains that PingCastle is actively monitoring +- **Business impact**: Blind spots in security monitoring mean unknown risks +- **Target**: 80% or higher (Higher is better) +- **Example**: If you have 100 domains and 15 haven't been audited, your coverage is 85% +- **Where to find**: Dashboard โ†’ Domain coverage โ†’ Top-left tile + +#### **KPI 1.1.2 - Unaudited Domains** +- **What it means**: Exact count of domains that have never been scanned +- **Business impact**: Each unaudited domain is a potential security blind spot +- **Target**: 0 domains (Lower is better) +- **Action needed**: Deploy PingCastle agents to unmonitored domains +- **Where to find**: Dashboard โ†’ Domain coverage โ†’ Top-right tile + +#### **KPI 1.1.3 - PingCastle Versions in Use** +- **What it means**: Number of different PingCastle software versions deployed +- **Business impact**: Too many versions indicates inconsistent tooling and potential security gaps +- **Target**: โ‰ค 3 versions (Lower is better) +- **Example**: Domain-A uses v2.8.1, Domain-B uses v2.9.0, Domain-C uses v2.10.1 = 3 versions +- **Where to find**: Dashboard โ†’ Domain coverage โ†’ Version distribution tile + +#### **KPI 1.1.4 - Stale Audited Domains** +- **What it means**: Number of domains with reports older than 1 month +- **Business impact**: Outdated reports mean you might miss recent security changes +- **Target**: Minimize stale reports (Lower is better) +- **Action needed**: Schedule regular scans for stale domains +- **Where to find**: Dashboard โ†’ Domain coverage โ†’ Audit freshness tile + +### ๐Ÿข Category 1.2 - Domain Management (How organized is your infrastructure?) + +#### **KPI 1.2.1 - Domains in Default Entity** +- **What it means**: Number of domains not assigned to specific business units +- **Business impact**: Poor organization makes it harder to track ownership and responsibility +- **Target**: Minimize unassigned domains (Lower is better) +- **Action needed**: Assign domains to appropriate organizational entities + +#### **KPI 1.2.2 - Auto-Created Domains** +- **What it means**: Number of domains discovered automatically but not manually validated +- **Business impact**: May indicate unknown or unmanaged domain expansion +- **Target**: Minimize auto-created domains (Lower is better) +- **Action needed**: Review and manually validate auto-discovered domains + +#### **KPI 1.2.3 - Exception Percentage** +- **What it means**: Percentage of domains with approved security exceptions +- **Business impact**: High exceptions may indicate systemic issues or over-permissive policies +- **Target**: โ‰ค 20% (Lower is better) +- **Formula**: (Domains with exceptions ร— 100) รท Total domain count + +#### **KPI 1.2.4 - Unsupported Functional Levels** +- **What it means**: Number of domains running outdated Windows versions (โ‰ค 2008) +- **Business impact**: Indicates outdated infrastructure with known security vulnerabilities +- **Target**: 0 domains (Lower is better) +- **Action needed**: Upgrade domains to supported functional levels + +### ๐Ÿ”— Category 1.3 - External Trust Relationships (How secure are your external connections?) + +#### **KPI 1.3.1 - Trusts to Auto-Created Domains Without Reports** +- **What it means**: Number of trust connections to unmonitored auto-discovered domains +- **Business impact**: Potential security risks from connections to unknown domains +- **Target**: 0 trusts (Lower is better) +- **Action needed**: Monitor or remove risky trust relationships + +#### **KPI 1.3.2 - Trusts to Out-of-Scope Domains** +- **What it means**: Number of trust connections to domains outside your security scope +- **Business impact**: Connections to domains you don't control or monitor +- **Target**: Minimize out-of-scope trusts (Lower is better) +- **Action needed**: Review necessity of external trust relationships + +#### **KPI 1.3.3 - Trusts to Removed Domains** +- **What it means**: Number of trust connections to decommissioned domains +- **Business impact**: Orphaned trusts that should be cleaned up +- **Target**: 0 trusts (Lower is better) +- **Action needed**: Remove obsolete trust relationships + +#### **KPI 1.3.4 - Unsafe Trusts to Unscanned Domains** +- **What it means**: Number of unprotected trusts to completely unknown domains +- **Business impact**: **CRITICAL SECURITY RISK** - unprotected trusts to unknown domains +- **Target**: 0 trusts (Lower is better) +- **Action needed**: **IMMEDIATE** - Add SID filtering or remove these trusts + +### ๐Ÿ›ก๏ธ Category 2.1 - Trust Security (How well are your trust relationships protected?) + +#### **KPI 2.1.1 - Domains with Perfect Trust Score** +- **What it means**: Number of domains achieving optimal trust security (100/100 score) +- **Business impact**: Shows excellence in trust relationship security configuration +- **Target**: Maximize perfect scores (Higher is better) +- **Action needed**: Use these domains as security models for others + +#### **KPI 2.1.2 - Trusts Without SID Filtering** +- **What it means**: Number of trust relationships lacking SID filtering protection +- **Business impact**: **MAJOR SECURITY VULNERABILITY** - allows potential privilege escalation attacks +- **Target**: 0 trusts (Lower is better) +- **Action needed**: **HIGH PRIORITY** - Enable SID filtering on all trusts + +#### **KPI 2.1.3 - SID Filtering Migration in Progress** +- **What it means**: Percentage of trusts currently being upgraded to SID filtering +- **Business impact**: Shows active security improvement progress +- **Target**: โ‰ค 10% (Lower is better - indicates fast completion) +- **Formula**: (Trusts migrating ร— 100) รท Total trusts + +#### **KPI 2.1.4 - Domains with Unsafe SID History** +- **What it means**: Number of domains with problematic SID history configurations +- **Business impact**: Potential privilege escalation risks through SID history abuse +- **Target**: 0 domains (Lower is better) +- **Action needed**: Review and clean up SID history entries + +### โš ๏ธ Category 2.2 - Risk Score Management (How secure are your domains overall?) + +:::warning Understanding Risk Scores +These KPIs are **cumulative** - each higher level includes all lower levels. Focus on reducing the highest risk categories first. +::: + +#### **KPI 2.2.1 - Critical Risk Domains (Score = 100)** +- **What it means**: Number of domains with maximum security risk +- **Business impact**: **CRITICAL PRIORITY** - immediate security incidents likely +- **Target**: 0 domains (Lower is better) +- **Action needed**: **EMERGENCY** - Isolate and remediate immediately + +#### **KPI 2.2.2 - High Risk Domains (Score > 75)** +- **What it means**: Critical domains (100) + Additional high-risk domains (76-99) +- **Business impact**: Second priority - significant security concerns +- **Target**: Minimize high-risk domains (Lower is better) +- **Action needed**: Weekly remediation plan + +#### **KPI 2.2.3 - Medium Risk Domains (Score > 50)** +- **What it means**: High-risk domains + Additional medium-risk domains (51-75) +- **Business impact**: Moderate priority - monitor and improve over time +- **Target**: Minimize medium+ risk domains (Lower is better) +- **Action needed**: Monthly improvement targets + +#### **KPI 2.2.4 - Low Risk Domains (Score > 25)** +- **What it means**: Medium+ risk domains + Additional low-risk domains (26-50) +- **Business impact**: Goal is to get ALL domains to โ‰ค 25 score +- **Target**: Minimize domains above 25 score (Lower is better) +- **Goal state**: Only domains with scores โ‰ค 25 are considered "good" + +--- + +## ๐Ÿ“ง Your Weekly KPI Email Deep Dive + +:::info Email Timing +KPI emails are sent weekly every Monday at 6 AM by default. The exact time can be configured in the PingCastle Enterprise appsettings.json file using the "MondayHour" setting (e.g., "MondayHour": 8 for 8 AM delivery). The WeeklyKPIRecording service handles the automated scheduling and delivery of these emails. +::: + +### Email Structure Overview + +![Full Email Layout](/img/product_docs/pingcastle/kpi-user-guide/weekly-kpi-email-full.png) + +Your weekly KPI email provides a comprehensive overview of your Active Directory security posture with actionable insights. + +### The Three Main Goals + +![Three Goals Visualization](/img/product_docs/pingcastle/kpi-user-guide/email-three-goals.png) + +Your email focuses on three critical objectives that form the foundation of AD security: + +#### ๐ŸŽฏ Goal 1: Audit All Your Domains +- **Green checkmark (โœ…)**: All domains in your scope are being monitored +- **Red X (โŒ)**: At least one domain lacks recent security assessment +- **What this means**: You have complete visibility into your AD infrastructure +- **If red**: Deploy PingCastle agents to unmonitored domains immediately + +#### ๐Ÿ›ก๏ธ Goal 2: Use SID Filtering on All Trusts +- **Green checkmark (โœ…)**: All trust relationships have SID filtering protection +- **Red X (โŒ)**: At least one trust lacks SID filtering protection +- **What this means**: Your trust relationships are protected from privilege escalation +- **If red**: Review and enable SID filtering on unsafe trusts - **HIGH PRIORITY** + +#### ๐Ÿ“Š Goal 3: Lower Your Risk Score +- **Four colored bars**: Show your risk score distribution across all domains + - ๐ŸŸข **Green (0-25)**: Good security posture - maintain this level + - ๐ŸŸก **Yellow (25-50)**: Needs attention - plan improvements + - ๐ŸŸ  **Orange (50-75)**: High priority - allocate resources immediately + - ๐Ÿ”ด **Red (75-100)**: Critical - emergency response required + +### Understanding the Domain Details Table + +![Domain Table](/img/product_docs/pingcastle/kpi-user-guide/email-domain-table.png) + +The detailed table shows each domain with five key indicators: + +| Column | What It Shows | Good (โœ…) | Concerning (โŒ) | +|--------|---------------|-----------|-----------------| +| **Name** | Domain identifier with link to full report | - | - | +| **Audited** | Recent security scan status | Recent scan completed | No recent scan | +| **Trust Protected** | SID filtering status | SID filtering active | Vulnerable trusts exist | +| **Maturity** | Security level (1-5 scale) | 4-5 (Blue/Green) | 1-2 (Red/Orange) | +| **Risk Score** | Individual domain risk gauge | Low score (Green) | High score (Red) | + +### Email Goal Status Icons Explained + +![Goal Status Icons](/img/product_docs/pingcastle/kpi-user-guide/email-goal-status-icons.png) + +- **โœ… Green Checkmark**: Goal achieved - maintain current practices +- **โŒ Red X**: Goal not met - action required +- **Color-coded bars**: Risk distribution showing priority areas + +--- + +## ๐ŸŽฏ Finding Your KPIs in the Dashboard + +### Navigation Overview + +The PingCastle dashboard organizes KPIs into logical categories that match your security workflow: + +![Entity Dropdown](/img/product_docs/pingcastle/kpi-user-guide/03-entity-dropdown.png) + +:::tip Entity Filtering +Use the **Entity dropdown** (top-right) to filter KPIs by organizational unit. This is essential for large organizations with multiple business units. +::: + +### KPI Category 1.1 - Domain Coverage + +:::note Navigation Path +**Dashboard โ†’ Domain coverage** +::: + +![Domain Coverage Page](/img/product_docs/pingcastle/kpi-user-guide/05-domain-coverage-1-1.png) + +This page shows how well you're monitoring your AD infrastructure with four key tiles: + +#### **Finding KPI 1.1.1 - Audit Coverage Percentage** +- **Location**: Top-left tile on Domain coverage page +- **What the gauge shows**: Green = good coverage, Red = poor coverage +- **Click action**: See list of unaudited domains +- **Good value**: 80% or higher + +![KPI 1.1.1 Tile](/img/product_docs/pingcastle/kpi-user-guide/13-kpi-111-audit-coverage.png) + +#### **Finding KPI 1.1.2 - Unaudited Domains** +- **Location**: Top-right tile on Domain coverage page +- **What the number shows**: Exact count of domains needing agents +- **Click action**: Drill down to see which specific domains +- **Good value**: 0 domains + +### KPI Category 1.2 - Domain Management + +:::note Navigation Path +**Dashboard โ†’ Ownership** +::: + +![Domain Management Page](/img/product_docs/pingcastle/kpi-user-guide/07-domain-management-1-2.png) + +This page shows how well-organized your domain infrastructure is. + +### KPI Category 1.3 - External Trusts + +:::note Navigation Path +**Dashboard โ†’ External Trusts** +::: + +![External Trusts Page](/img/product_docs/pingcastle/kpi-user-guide/08-external-trusts-1-3.png) + +This page identifies potentially risky external trust relationships. + +### KPI Category 2.1 - Trust Security + +:::note Navigation Path +**Dashboard โ†’ Internal Trusts** +::: + +![Internal Trusts Page](/img/product_docs/pingcastle/kpi-user-guide/09-internal-trusts-2-1.png) + +This page shows how well your trust relationships are secured, particularly focusing on SID filtering. + +#### **Finding KPI 2.1.2 - SID Filtering Not Activated** +- **Critical security metric**: Shows unprotected trust relationships +- **Location**: Main tile on Internal Trusts page +- **Target**: 0 trusts without SID filtering +- **Priority**: **HIGH** - Major security vulnerability + +![KPI 2.1.2 Tile](/img/product_docs/pingcastle/kpi-user-guide/15-kpi-212-sid-filtering.png) + +### KPI Category 2.2 - Risk Score + +:::note Navigation Path +**Dashboard โ†’ Risk Score** +::: + +![Risk Score Page](/img/product_docs/pingcastle/kpi-user-guide/10-risk-score-2-2.png) + +This page shows the overall security health of your domains using the four-tier risk pyramid. + +#### **Finding KPI 2.2.1 - Critical Risk Domains** +- **Most important security metric**: Domains requiring immediate attention +- **Location**: First tile on Risk Score page +- **Target**: 0 critical risk domains +- **Priority**: **EMERGENCY** - Immediate action required + +![KPI 2.2.1 Tile](/img/product_docs/pingcastle/kpi-user-guide/16-kpi-221-critical-risk.png) + +:::warning Critical Risk Response +When KPI 2.2.1 shows any value > 0, this indicates domains with maximum security risk. These require immediate isolation and remediation to prevent security incidents. +::: + +--- + +## ๐Ÿ“Š Understanding KPI Visualizations + +### KPI Tile Structure + +![KPI Tile Breakdown](/img/product_docs/pingcastle/kpi-user-guide/17-kpi-tile-structure.png) + +Each KPI tile contains five key elements: + +1. **๐Ÿ“Š Current Value**: The main metric (large, bold number) +2. **๐ŸŽฏ Gauge Chart**: Visual representation of performance against targets +3. **๐Ÿ“ˆ Trend Arrow**: Shows if the metric is improving, declining, or stable + - โ†—๏ธ **Green arrow**: Improving (good) + - โ†˜๏ธ **Red arrow**: Declining (concerning) + - โžก๏ธ **Gray arrow**: Stable (no change) +4. **๐Ÿ“ Title**: What the KPI measures +5. **๐Ÿ”— Click Action**: Drill down to see contributing factors + +### Reading Gauge Colors + +![Gauge Color Examples](/img/product_docs/pingcastle/kpi-user-guide/gauge-colors-example.png) + +The color coding across all KPI gauges follows a consistent pattern: + +- ๐ŸŸข **Green**: Meeting targets - maintain current practices +- ๐ŸŸก **Yellow**: Needs attention - plan improvements +- ๐Ÿ”ด **Red**: Critical - immediate action required + +### Maturity Level Stars + +![Maturity Stars](/img/product_docs/pingcastle/kpi-user-guide/12-maturity-stars-navigation.png) + +Each KPI category shows a maturity level using 1-4 stars: +- โญ **1 Star**: Initial - significant improvements needed +- โญโญ **2 Stars**: Managed - making progress +- โญโญโญ **3 Stars**: Defined - good practices in place +- โญโญโญโญ **4 Stars**: Optimized - excellent security posture + +### Historical Trends + +![History View](/img/product_docs/pingcastle/kpi-user-guide/11-history-tab-view.png) + +**How to access**: Click the "History" tab on any KPI category page + +**What it shows**: +- Month-over-month KPI changes +- Trend lines showing improvement or decline +- Seasonal patterns in your security metrics + +**Actions you can take**: +- **Export to Excel**: Create management reports +- **Identify patterns**: Correlate KPI changes with infrastructure changes +- **Track progress**: Measure improvement over time + +### Drill-Down Functionality + +![Drill Down Example](/img/product_docs/pingcastle/kpi-user-guide/19-drill-down-example.png) + +**How to use**: Click any KPI tile to see underlying details + +**What you'll see**: +- List of specific domains contributing to the KPI +- Detailed breakdown of issues +- Direct links to individual domain reports +- Filtering options to focus on specific problems + +### Export and Reporting + +![Export Functionality](/img/product_docs/pingcastle/kpi-user-guide/20-export-functionality.png) + +**Available exports**: +- **Excel spreadsheets**: For detailed analysis and reporting +- **PDF reports**: For executive summaries +- **Historical data**: For trend analysis +- **Filtered views**: Export data for specific entities or time periods + +--- + +## ๐Ÿ”ง Common KPI Scenarios & Solutions + +### Scenario 1: New Domain Discovered + + + + +**Symptoms you'll see**: +- KPI 1.2.2 (Auto-Created Domains) increases unexpectedly +- Email alerts about unmanaged domains +- "New domain found" notifications + +*Screenshot placeholder: High auto-created domain count example* + +**What this means**: +- PingCastle discovered a domain through trust relationships or network scanning +- The domain hasn't been manually validated or assigned to a business unit +- This could be legitimate expansion or an unknown security risk + + + + +**Immediate actions**: +1. **Verify legitimacy**: Check if the domain belongs to your organization +2. **Check trust relationships**: See how PingCastle discovered this domain +3. **Contact network team**: Confirm if this is planned infrastructure +4. **Review discovery logs**: Understand when and how it was found + +**Red flags to watch for**: +- Domains with suspicious names +- Domains not matching your naming conventions +- Domains appearing during non-business hours +- Multiple unknown domains discovered simultaneously + + + + +**For legitimate domains**: +1. **Assign ownership**: Move from default entity to appropriate business unit +2. **Deploy monitoring**: Install PingCastle agent for security assessment +3. **Configure alerts**: Set up notifications for this domain +4. **Document**: Update your domain inventory and ownership records + +*Screenshot placeholder: Resolved auto-created domain example* + +**For suspicious domains**: +1. **Isolate**: Block network access if possible +2. **Investigate**: Perform deep security analysis +3. **Remove trusts**: Disconnect any trust relationships +4. **Report**: Document as potential security incident + + + + +### Scenario 2: Critical Risk Score Alert + +:::warning Critical Alert Priority +When KPI 2.2.1 (Critical Risk Domains) > 0, this requires **immediate attention**. Critical risk domains have maximum security vulnerabilities and pose imminent threat to your organization. +::: + +**Investigation workflow**: + +1. **Access the dashboard**: Navigate to Dashboard โ†’ Risk Score +2. **Click Critical Risk tile**: See which domains have 100/100 risk scores +3. **Review domain details**: For each critical domain: + - Click the domain name to view detailed security report + - Review specific rule violations (usually multiple high-severity issues) + - Check when the domain last changed from lower risk to critical +4. **Prioritize by business impact**: Focus on domains that: + - Contain sensitive data or critical applications + - Have many users or administrative accounts + - Connect to other important systems + +**Immediate response actions**: +- **Isolate if necessary**: Consider network isolation for extremely compromised domains +- **Emergency patching**: Apply critical security updates immediately +- **Review admin accounts**: Audit and secure privileged access +- **Monitor closely**: Increase logging and monitoring for these domains +- **Stakeholder notification**: Inform business owners and security team + +**Follow-up actions**: +- **Weekly remediation plan**: Create structured approach to fix all identified issues +- **Root cause analysis**: Understand how the domain reached critical risk level +- **Prevention measures**: Implement controls to prevent future critical risk situations + +### Scenario 3: SID Filtering Security Gap + +**Symptoms**: +- KPI 2.1.2 (Trusts Without SID Filtering) > 0 +- Email Goal 2 shows red X status +- Security audit findings about trust vulnerabilities + +**Why this is critical**: +- SID filtering prevents privilege escalation attacks across trust boundaries +- Without SID filtering, attackers can potentially gain admin access to trusted domains +- This is considered a **major security vulnerability** by security frameworks + +**Remediation process**: + + + + +**Identify affected trusts**: +1. Navigate to Dashboard โ†’ Internal Trusts +2. Click KPI 2.1.2 tile to see unprotected trusts +3. Document each trust relationship: + - Source and target domains + - Business purpose of the trust + - Age and last modification date + - Current trust type and direction + +**Risk evaluation**: +- **High risk**: Trusts to external organizations +- **Medium risk**: Trusts between business units +- **Lower risk**: Trusts within same organizational boundary + + + + +**For each unprotected trust, choose**: + +**Option A: Enable SID Filtering** +- Best for trusts that must remain active +- Requires testing to ensure no application impact +- Can be done gradually during maintenance windows + +**Option B: Remove Trust** +- Best for unnecessary or obsolete trusts +- Simpler and more secure solution +- Requires business stakeholder approval + +**Option C: Temporary Exception** +- Only for trusts that cannot be immediately changed +- Must have documented business justification +- Requires additional monitoring and controls + + + + +**SID Filtering enablement**: +1. **Test environment**: Enable SID filtering in test environment first +2. **Application testing**: Verify all applications work correctly +3. **User testing**: Confirm user access remains functional +4. **Production deployment**: Enable during maintenance window +5. **Monitor**: Watch for any access issues after enablement + +**Trust removal**: +1. **Stakeholder approval**: Get business sign-off for trust removal +2. **Impact analysis**: Document any applications or users affected +3. **Alternative solutions**: Implement alternative access methods if needed +4. **Removal**: Delete the trust relationship +5. **Verification**: Confirm trust removal doesn't break critical functions + + + + +### Scenario 4: Poor Audit Coverage + +**Symptoms**: +- KPI 1.1.1 (Audit Coverage) < 80% +- KPI 1.1.2 (Unaudited Domains) > 0 +- Email Goal 1 shows red X status + +**Common root causes**: +- **Agent deployment failures**: PingCastle agents not installed correctly +- **Network connectivity issues**: Agents can't communicate with central server +- **Permission problems**: Agents lack necessary Active Directory permissions +- **Resource constraints**: Target systems don't have sufficient resources +- **Firewall blocks**: Network security blocking agent communication + +**Systematic improvement approach**: + +1. **Inventory phase**: + - Export complete list of domains that should be monitored + - Identify which domains have never been scanned + - Categorize by business unit and criticality + +2. **Deployment phase**: + - Install PingCastle agents on unmonitored domains + - Verify agent connectivity and permissions + - Test initial scan functionality + +3. **Configuration phase**: + - Set up automated reporting schedules + - Configure appropriate scan frequency based on domain criticality + - Enable notifications for scan failures + +4. **Monitoring phase**: + - Track agent health and scan success rates + - Set up alerts for agent failures or missed scans + - Regular review of coverage metrics + +5. **Maintenance phase**: + - Regular agent updates and patches + - Capacity planning for growing infrastructure + - Documentation updates for new domains + +**Quick wins for immediate improvement**: +- **Focus on critical domains first**: Ensure your most important domains are monitored +- **Batch deployment**: Install agents on multiple similar domains simultaneously +- **Automated deployment**: Use group policy or configuration management tools +- **Template configurations**: Create standard agent configurations for consistency + +--- + +## ๐Ÿข Managing Multiple Entities + +For large organizations with multiple business units, PingCastle provides entity-based management to organize and filter KPI data. + +### Using the Entity Filter + +![Entity Dropdown](/img/product_docs/pingcastle/kpi-user-guide/03-entity-dropdown.png) + +**How to use entity filtering**: + +1. **Access the dropdown**: Click the "Entity" dropdown in the top-right of any dashboard page +2. **Select scope**: Choose a specific business unit or "All data" for global view +3. **View filtered data**: All KPIs automatically filter to your selection +4. **Switch context**: Change entities to compare performance across business units + +### Entity-Specific Views + +![Entity Filtered View](/img/product_docs/pingcastle/kpi-user-guide/21-entity-specific-view.png) + +**Benefits of entity filtering**: + +- **Focus on responsibility**: See only KPIs relevant to your area of control +- **Compare performance**: Benchmark one business unit against others +- **Targeted notifications**: Receive emails only for domains you manage +- **Delegated administration**: Allow business units to self-manage their security metrics + +**Setting up entity management**: + +1. **Configure entities**: Define organizational units in PingCastle admin settings +2. **Assign domains**: Move domains from default entity to appropriate business units +3. **Set permissions**: Configure who can view and manage each entity's data +4. **Notification setup**: Configure entity-specific email recipients + +**Best practices for entity management**: + +- **Clear ownership**: Each domain should have a designated business owner +- **Regular reviews**: Quarterly reviews of entity assignments and ownership +- **Cross-entity issues**: Establish escalation process for issues affecting multiple entities +- **Shared resources**: Define how shared infrastructure (like root domains) is managed + +--- + +## ๐Ÿ” Troubleshooting Common Issues + +### KPI Values Don't Match Expectations + +:::tip Quick Check +The most common cause of unexpected KPI values is incorrect entity filtering. Always verify the Entity dropdown is set correctly. +::: + +*Screenshot placeholder: Entity filter troubleshooting example* + +**Step-by-step resolution**: + +1. **Check entity filter**: Verify you're viewing the correct organizational scope +2. **Verify data freshness**: Look for "Last KPI Computation" timestamp on dashboard +3. **Confirm recent reports**: Ensure domains have recent PingCastle reports +4. **Check date ranges**: Some KPIs use specific time windows for calculations +5. **Review domain scope**: Confirm domains are marked as active (not removed/out-of-scope) + +**Advanced troubleshooting**: +- **Force KPI recalculation**: Admin users can trigger manual KPI computation +- **Check calculation logs**: Review system logs for KPI computation errors +- **Verify database integrity**: Ensure underlying data is consistent +- **Compare with raw data**: Cross-reference KPI values with source reports + +### Email Notifications Not Received + +**Common causes and solutions**: + +| Issue | Symptoms | Resolution | +|-------|----------|------------| +| **User assignment** | Only some users get emails | Add user to entity ownership in admin settings | +| **Email preferences** | User gets some emails but not KPI ones | Check notification settings in user profile | +| **SMTP configuration** | No one gets emails | Verify email server settings in appsettings.json | +| **Spam filtering** | Emails go to spam folder | Add PingCastle email address to safe senders | +| **Schedule disabled** | No weekly emails sent | Check MondayHour setting in appsettings.json | + +*Screenshot placeholder: Email settings configuration* + +**Detailed resolution steps**: + +1. **Check user assignments**: + - Navigate to admin settings โ†’ Users + - Verify user is assigned to correct entities + - Confirm user has appropriate permissions + +2. **Verify email preferences**: + - Go to user profile โ†’ Notifications + - Enable KPI email notifications + - Set appropriate frequency and format + +3. **Test email delivery**: + - Send test email from PingCastle admin panel + - Check email server logs for delivery issues + - Verify recipient email addresses are correct + +4. **Review configuration**: + - Check appsettings.json email configuration + - Verify SMTP server connectivity + - Test authentication credentials + +### Dashboard Performance Issues + +**Optimization strategies**: + +1. **Use entity filtering**: Reduce data volume by selecting specific business units +2. **Limit date ranges**: Focus on recent data rather than full historical views +3. **Close unused tabs**: Browser performance can impact dashboard loading +4. **Clear browser cache**: Resolve display issues with cached resources +5. **Check network connectivity**: Slow connections affect dashboard responsiveness + +**Performance best practices**: +- **Regular maintenance**: Keep browser updated and clear cache monthly +- **Optimal viewing**: Use recommended browsers (Chrome, Firefox, Edge) +- **Network considerations**: Ensure adequate bandwidth for dashboard usage +- **System resources**: Close unnecessary applications when using intensive dashboard features + +### Inconsistent KPI Calculations + +**Validation process**: + +1. **Export raw data**: Use Excel export to get underlying KPI calculations +2. **Manual verification**: Verify calculations using KPI definitions from this guide +3. **Check time consistency**: Ensure comparing data from same time periods +4. **Compare scope**: Verify global vs entity-specific calculations are appropriate +5. **Review edge cases**: Check for special conditions that might affect calculations + +**When to escalate**: +- **Persistent inconsistencies**: Values that don't match despite troubleshooting +- **Calculation errors**: Mathematical errors in KPI formulas +- **Missing data**: KPIs showing no data when domains are active +- **Performance degradation**: Dashboard becoming unusably slow + +--- + +## ๐Ÿ“ˆ Best Practices for KPI Management + +### Daily Operations + +- **Morning KPI check**: Review critical KPI alerts within 4 hours of receiving them +- **Focus on trends**: Monitor trend direction, not just absolute values +- **Use entity filtering**: Focus analysis on your area of responsibility +- **Document actions**: Keep log of remediation actions taken for audit trail + +### Weekly Reviews + +- **Email analysis**: Thoroughly review weekly KPI email for each managed entity +- **Historical comparison**: Compare current week to previous month for trend analysis +- **Pattern identification**: Look for emerging issues or improvements +- **Stakeholder updates**: Provide progress updates to business stakeholders + +### Monthly Planning + +- **Comprehensive analysis**: Export KPI history for detailed trend analysis +- **Target setting**: Establish improvement targets for following month +- **Resource allocation**: Plan staffing and budget based on KPI priorities +- **Process review**: Evaluate and adjust KPI monitoring processes + +### Quarterly Assessment + +- **Performance review**: Comprehensive evaluation of KPI system effectiveness +- **Benchmarking**: Compare performance against industry standards and peers +- **System improvements**: Plan enhancements to KPI monitoring and reporting +- **Training needs**: Identify areas where staff need additional KPI training + +--- + +## ๐ŸŽ“ Training and Development + +### New User Onboarding Checklist + +- [ ] Complete this User Guide walkthrough +- [ ] Review KPI Reference Guide for technical definitions +- [ ] Practice navigating dashboard with non-production data +- [ ] Shadow experienced users during weekly KPI reviews +- [ ] Understand entity filtering and organizational structure +- [ ] Learn escalation procedures for critical KPI alerts + +### Advanced User Development + +- [ ] Master custom reporting and trend analysis +- [ ] Develop entity-specific KPI strategies and targets +- [ ] Learn to correlate KPI changes with infrastructure events +- [ ] Practice root cause analysis for KPI deterioration +- [ ] Contribute to KPI system improvements and automation + +### Management Reporting Skills + +- [ ] Focus on trend direction over absolute values in reports +- [ ] Provide business context for technical KPI changes +- [ ] Include realistic timelines and resource requirements +- [ ] Highlight successful improvements and lessons learned +- [ ] Develop executive-friendly KPI dashboards and summaries + +--- + +## ๐Ÿ“ž Getting Help + +### Documentation Resources + +- **KPI Reference Guide**: Technical definitions and calculation formulas +- **Technical Implementation Guide**: Advanced configuration and customization +- **User Forums**: Community discussions and best practices +- **Video Tutorials**: Step-by-step visual guides for common tasks + +### Support Escalation + +For issues not resolved by this guide: + +1. **Check system logs**: Review PingCastle logs for error messages +2. **Gather evidence**: Screenshot the issue and note exact steps to reproduce +3. **Contact administrators**: Work with your PingCastle system administrators +4. **Submit support request**: Include detailed problem description and system information + +### Contributing to Documentation + +Help improve this guide by: +- Reporting unclear or outdated information +- Suggesting additional scenarios or use cases +- Sharing best practices from your organization +- Contributing screenshots for missing visualizations + +--- + +*This guide covers the essential aspects of PingCastle KPI usage. For technical implementation details and advanced configuration, refer to the Technical Implementation Guide.* \ No newline at end of file diff --git a/docs/pingcastle/proinstall.md b/docs/pingcastle/3.3/proinstall.md similarity index 99% rename from docs/pingcastle/proinstall.md rename to docs/pingcastle/3.3/proinstall.md index a83ac4139c..d7f6b99f35 100644 --- a/docs/pingcastle/proinstall.md +++ b/docs/pingcastle/3.3/proinstall.md @@ -1,4 +1,6 @@ -# Description +# PingCastle Pro Installation and Configuration + +## Description PingCastle Pro is a tool designed to improve and follow the Active Directory overall security level. This software has been developed to be diff --git a/docs/pingcastle/proupgrade.md b/docs/pingcastle/3.3/proupgrade.md similarity index 92% rename from docs/pingcastle/proupgrade.md rename to docs/pingcastle/3.3/proupgrade.md index 18b009d87b..c300171a09 100644 --- a/docs/pingcastle/proupgrade.md +++ b/docs/pingcastle/3.3/proupgrade.md @@ -1,4 +1,6 @@ -# Before proceeding to the upgrade +# PingCastle Pro Upgrade Guide + +## Before proceeding to the upgrade Version check diff --git a/docs/pingcastle/prouser.md b/docs/pingcastle/3.3/prouser.md similarity index 99% rename from docs/pingcastle/prouser.md rename to docs/pingcastle/3.3/prouser.md index 9f83861418..16a09535e5 100644 --- a/docs/pingcastle/prouser.md +++ b/docs/pingcastle/3.3/prouser.md @@ -1,4 +1,6 @@ -# Description +# PingCastle Pro User Manual + +## Description PingCastle Pro is a tool designed to improve and follow the Active Directory overall security level. This software has been developed to be diff --git a/sidebars/pingcastle.js b/sidebars/pingcastle.js deleted file mode 100644 index 72e7cc6537..0000000000 --- a/sidebars/pingcastle.js +++ /dev/null @@ -1,13 +0,0 @@ -// @ts-check - -/** @type {import('@docusaurus/plugin-content-docs').SidebarsConfig} */ -const pingcastleSidebar = { - sidebar: [ - { - type: 'autogenerated', - dirName: '.', - }, - ], -}; - -export default pingcastleSidebar; diff --git a/sidebars/pingcastle/3.3.js b/sidebars/pingcastle/3.3.js new file mode 100644 index 0000000000..7ab0b549b7 --- /dev/null +++ b/sidebars/pingcastle/3.3.js @@ -0,0 +1,61 @@ +/** @type {import('@docusaurus/plugin-content-docs').SidebarsConfig} */ +module.exports = { + pingcastle33: [ + { + type: 'doc', + id: 'index', + }, + { + type: 'doc', + id: 'basicuser', + label: 'PingCastle Standard', + }, + { + type: 'category', + label: 'PingCastle Pro', + items: [ + { + type: 'doc', + id: 'prouser', + label: 'User Manual', + }, + { + type: 'doc', + id: 'proinstall', + label: 'Installation and Configuration', + }, + { + type: 'doc', + id: 'proupgrade', + label: 'Upgrade', + }, + ], + }, + { + type: 'category', + label: 'PingCastle Enterprise', + items: [ + { + type: 'doc', + id: 'enterpriseuser', + label: 'User Manual', + }, + { + type: 'doc', + id: 'enterpriseinstall', + label: 'Installation and Configuration', + }, + { + type: 'doc', + id: 'enterpriseupgrade', + label: 'Upgrade', + }, + { + type: 'doc', + id: 'kpi-user-guide', + label: 'KPI User Guide', + }, + ], + }, + ], +}; diff --git a/src/config/products.js b/src/config/products.js index 917b84e2e1..7df989c777 100644 --- a/src/config/products.js +++ b/src/config/products.js @@ -359,12 +359,13 @@ export const PRODUCTS = [ icon: '', versions: [ { - version: 'current', - label: 'Current', + version: '3.3', + label: '3.3', isLatest: true, - sidebarFile: './sidebars/pingcastle.js', + sidebarFile: './sidebars/pingcastle/3.3.js', }, ], + defaultVersion: '3.3', }, { id: 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