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154 changes: 154 additions & 0 deletions .github/CODEOWNERS
Original file line number Diff line number Diff line change
@@ -0,0 +1,154 @@
# CODEOWNERS file for product team ownership
# Teams have ownership over their product's documentation areas
# Last matching pattern takes precedence

# Global fallback - all files require review from a default team if no specific owner
# Uncomment and specify a default team if desired
# * @netwrix/docs-admin

# Product-specific ownership
# Each team owns their docs directory, sidebar files, static files, and images

# 1Secure team
docs/1secure/ @netwrix/1secure-docs
sidebars/1secure.js @netwrix/1secure-docs
static/files/1secure/ @netwrix/1secure-docs
static/images/1secure/ @netwrix/1secure-docs

# Access Analyzer team
docs/accessanalyzer/ @netwrix/accessanalyzer-docs
sidebars/accessanalyzer/ @netwrix/accessanalyzer-docs
static/files/accessanalyzer/ @netwrix/accessanalyzer-docs
static/images/accessanalyzer/ @netwrix/accessanalyzer-docs

# Access Information Center team
docs/accessinformationcenter/ @netwrix/accessinformationcenter-docs
sidebars/accessinformationcenter/ @netwrix/accessinformationcenter-docs
static/files/accessinformationcenter/ @netwrix/accessinformationcenter-docs
static/images/accessinformationcenter/ @netwrix/accessinformationcenter-docs

# Activity Monitor team
docs/activitymonitor/ @netwrix/activitymonitor-docs
sidebars/activitymonitor/ @netwrix/activitymonitor-docs
static/files/activitymonitor/ @netwrix/activitymonitor-docs
static/images/activitymonitor/ @netwrix/activitymonitor-docs

# Auditor team
docs/auditor/ @netwrix/auditor-docs
sidebars/auditor/ @netwrix/auditor-docs
static/files/auditor/ @netwrix/auditor-docs
static/images/auditor/ @netwrix/auditor-docs

# Change Tracker team
docs/changetracker/ @netwrix/changetracker-docs
sidebars/changetracker/ @netwrix/changetracker-docs
static/files/changetracker/ @netwrix/changetracker-docs
static/images/changetracker/ @netwrix/changetracker-docs

# Data Classification team
docs/dataclassification/ @netwrix/dataclassification-docs
sidebars/dataclassification/ @netwrix/dataclassification-docs
static/files/dataclassification/ @netwrix/dataclassification-docs
static/images/dataclassification/ @netwrix/dataclassification-docs

# Directory Manager team
docs/directorymanager/ @netwrix/directorymanager-docs
sidebars/directorymanager/ @netwrix/directorymanager-docs
static/files/directorymanager/ @netwrix/directorymanager-docs
static/images/directorymanager/ @netwrix/directorymanager-docs

# Endpoint Policy Manager team
docs/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs
sidebars/endpointpolicymanager.js @netwrix/endpointpolicymanager-docs
static/files/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs
static/images/endpointpolicymanager/ @netwrix/endpointpolicymanager-docs

# Endpoint Protector team
docs/endpointprotector/ @netwrix/endpointprotector-docs
sidebars/endpointprotector/ @netwrix/endpointprotector-docs
static/files/endpointprotector/ @netwrix/endpointprotector-docs
static/images/endpointprotector/ @netwrix/endpointprotector-docs

# Identity Manager team
docs/identitymanager/ @netwrix/identitymanager-docs
sidebars/identitymanager/ @netwrix/identitymanager-docs
static/files/identitymanager/ @netwrix/identitymanager-docs
static/images/identitymanager/ @netwrix/identitymanager-docs

# Password Policy Enforcer team
docs/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs
sidebars/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs
static/files/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs
static/images/passwordpolicyenforcer/ @netwrix/passwordpolicyenforcer-docs

# Password Reset team
docs/passwordreset/ @netwrix/passwordreset-docs
sidebars/passwordreset/ @netwrix/passwordreset-docs
static/files/passwordreset/ @netwrix/passwordreset-docs
static/images/passwordreset/ @netwrix/passwordreset-docs

# Password Secure team
docs/passwordsecure/ @netwrix/passwordsecure-docs
sidebars/passwordsecure/ @netwrix/passwordsecure-docs
static/files/passwordsecure/ @netwrix/passwordsecure-docs
static/images/passwordsecure/ @netwrix/passwordsecure-docs

# PingCastle team
docs/pingcastle/ @netwrix/pingcastle-docs
sidebars/pingcastle/ @netwrix/pingcastle-docs
static/files/pingcastle/ @netwrix/pingcastle-docs
static/images/pingcastle/ @netwrix/pingcastle-docs

# Platform Governor NetSuite team
docs/platgovnetsuite/ @netwrix/platgovnetsuite-docs
sidebars/platgovnetsuite.js @netwrix/platgovnetsuite-docs
static/files/platgovnetsuite/ @netwrix/platgovnetsuite-docs
static/images/platgovnetsuite/ @netwrix/platgovnetsuite-docs

# Platform Governor NetSuite Flashlight team
docs/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs
sidebars/platgovnetsuiteflashlight.js @netwrix/platgovnetsuiteflashlight-docs
static/files/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs
static/images/platgovnetsuiteflashlight/ @netwrix/platgovnetsuiteflashlight-docs

# Platform Governor Salesforce team
docs/platgovsalesforce/ @netwrix/platgovsalesforce-docs
sidebars/platgovsalesforce.js @netwrix/platgovsalesforce-docs
static/files/platgovsalesforce/ @netwrix/platgovsalesforce-docs
static/images/platgovsalesforce/ @netwrix/platgovsalesforce-docs

# Platform Governor Salesforce Flashlight team
docs/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs
sidebars/platgovsalesforceflashlight.js @netwrix/platgovsalesforceflashlight-docs
static/files/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs
static/images/platgovsalesforceflashlight/ @netwrix/platgovsalesforceflashlight-docs

# Privilege Secure team
docs/privilegesecure/ @netwrix/privilegesecure-docs
sidebars/privilegesecure/ @netwrix/privilegesecure-docs
static/files/privilegesecure/ @netwrix/privilegesecure-docs
static/images/privilegesecure/ @netwrix/privilegesecure-docs

# Privilege Secure Discovery team
docs/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs
sidebars/privilegesecurediscovery.js @netwrix/privilegesecurediscovery-docs
static/files/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs
static/images/privilegesecurediscovery/ @netwrix/privilegesecurediscovery-docs

# Recovery for Active Directory team
docs/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs
sidebars/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs
static/files/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs
static/images/recoveryforactivedirectory/ @netwrix/recoveryforactivedirectory-docs

# Threat Manager team
docs/threatmanager/ @netwrix/threatmanager-docs
sidebars/threatmanager/ @netwrix/threatmanager-docs
static/files/threatmanager/ @netwrix/threatmanager-docs
static/images/threatmanager/ @netwrix/threatmanager-docs

# Threat Prevention team
docs/threatprevention/ @netwrix/threatprevention-docs
sidebars/threatprevention/ @netwrix/threatprevention-docs
static/files/threatprevention/ @netwrix/threatprevention-docs
static/images/threatprevention/ @netwrix/threatprevention-docs
24 changes: 13 additions & 11 deletions docs/platgovsalesforceflashlight/cleanup/cleanup_customizations.md
Original file line number Diff line number Diff line change
Expand Up @@ -45,9 +45,9 @@ Use these processes to Clean up Individual Customization or Clean Up Multiple Cu

5. Select fields to display:

- **Clean Up Classification**
- **Clean Up Comments**
- **Clean Up Status**
- **Clean Up Classification**
- **Clean Up Comments**
- **Clean Up Status**

![createlist_view_for_cleanup_800x403](/images/platgovsalesforceflashlight/clean_up/createlist_view_for_cleanup_800x403.webp)6.
Restrict Visibility. You can choose to have the list view:
Expand All @@ -59,11 +59,13 @@ Restrict Visibility. You can choose to have the list view:
7. Click **Save**.
8. Once your list view has been created, you can multi-select customizations for clean up by
checking the box beside Action.
![multi_select_cleanup_800x382](/images/platgovsalesforceflashlight/clean_up/multi_select_cleanup_800x382.webp)9.
You can now choose what you want to edit for the multiple customizations selected.
For example, if you want to change the clean up status:
9. Go to **Edit Clean Up Status**.
10. Select a status such as To Be Cleaned Up.
11. Choose to **Apply changes to: All the selected records**.
12. Click **Save**.
![flagging_mass_customizations_800x374](/images/platgovsalesforceflashlight/clean_up/flagging_mass_customizations_800x374.webp)

![multi_select_cleanup_800x382](/img/product_docs/platgovsalesforceflashlight/clean_up/multi_select_cleanup_800x382.webp)

9. You can now choose what you want to edit for the multiple customizations selected. For example, if you want to change the clean up status:
1. Go to **Edit Clean Up Status**.
2. Select a status such as **To Be Cleaned Up**.
3. Choose to **Apply changes to: All the selected records**.
4. Click **Save**.

![flagging_mass_customizations_800x374](/img/product_docs/platgovsalesforceflashlight/clean_up/flagging_mass_customizations_800x374.webp)
12 changes: 8 additions & 4 deletions docs/platgovsalesforceflashlight/cleanup/cleanup_overview.md
Original file line number Diff line number Diff line change
Expand Up @@ -10,8 +10,8 @@ Clean up involves some or all of the following steps:

1. Identify and remove unused customizations (either individual or multiple):

- Completely unused
- Useless or inefficient
- Completely unused
- Useless or inefficient

2. Identify and fix improperly set-up customizations (eg. no help text, inactive owner).
3. Describe each object and its clean up task (under the improvements tab.)
Expand All @@ -29,8 +29,10 @@ follow the same steps:
4. Manage the clean up as appropriate
5. Run the scanner

NOTE: Always check the Last Date Scanned on any object and re-scan that object if necessary to
:::note
Always check the Last Date Scanned on any object and re-scan that object if necessary to
ensure the information about that object is up to date.
:::

### Select the Approach

Expand All @@ -55,9 +57,11 @@ Strongpoint homepage under Strongpoint Features and Reports.
You can clean up individual or multiple customizations by going to the Customization tab and
selecting **Create New View**. Use the filters to generate your list.

NOTE: Before moving on to other clean up activities, it is often a good idea to delete unused
:::note
Before moving on to other clean up activities, it is often a good idea to delete unused
customizations that are highly likely safe to delete, such as fields that have not been used in
years or that are not used by any other customization.
:::

### Analyze and Organize the Results

Expand Down
44 changes: 21 additions & 23 deletions docs/platgovsalesforceflashlight/cleanup/date_last_used.md
Original file line number Diff line number Diff line change
Expand Up @@ -11,15 +11,11 @@ last date the Customization, or the data it contains, was created, changed, acce
used.The DLU value indicates that the customization was used at least as late as the DLU. It does
not indicate if it was used earlier. If DLU is blank, it indicates there in no verified date.

> DLU CustomField Details
>
> Setting the DLU Expiration
>
> DLU Metadata Types
>
> Excluded Metadata Extended Types
>
> DLU Scheduler
- DLU CustomField Details
- Setting the DLU Expiration
- DLU Metadata Types
- Excluded Metadata Extended Types
- DLU Scheduler

## DLU CustomField Details

Expand All @@ -29,8 +25,10 @@ make better decisions about the value of maintaining specific CustomFields. Usag
- how often the field has data (_frequency_)
- how recently the field has been used (_recency_)

NOTE: DLU analysis should only be performed in Production orgs. Sandbox orgs do not reflect actual
:::note
DLU analysis should only be performed in Production orgs. Sandbox orgs do not reflect actual
usage.
:::

Usage data fields:

Expand All @@ -48,18 +46,18 @@ Usage data fields:
disabled. **CreatedDate** is more accurate for the CustomField than the **LastModifiedDate** for
the record.
- **DLU Status** displays the current status:
| DLU Status | DLU | Field History Tracking | Date DLU Analyzed | Parent Last Update Date | | ---
| --- | --- | --- | --- | | Unavailable | Blank | Never enabled for this field. | Blank |
Populated | | Pending | Blank | Enabled. Waiting for the scanner to run. | Blank | Populated | |
Current | Populated | Enabled. DLU is current and accurate using automated nightly scans. | Today
| Blank | | Recent | Populated, May be stale | Disabled. Last scan when enabled was within the
past three months. Three months is the default time period. See Setting the DLU Expiration. |
Within set time period | Populated | | Expired | Populated, May be stale | Disabled. Last scan
when enabled was longer than three months ago. Three months is the default time period. See
Setting the DLU Expiration. | Older than set time period | Populated | If Field History Tracking
is enabled for a CustomField with a **DLU Status** of either **Recent** or **Expired**, the status
is changed to **Pending**. Here is an example:
![Example of the DLU status fields for a CustomField](/images/platgovsalesforceflashlight/clean_up/dlu_status_example_customfield_800x294.webp)

| DLU Status | DLU | Field History Tracking | Date DLU Analyzed | Parent Last Update Date |
| ---| --- | --- | --- | --- |
| Unavailable | Blank | Never enabled for this field. | Blank | Populated |
| Pending | Blank | Enabled. Waiting for the scanner to run. | Blank | Populated |
| Current | Populated | Enabled. DLU is current and accurate using automated nightly scans. | Today | Blank |
| Recent | Populated, May be stale | Disabled. Last scan when enabled was within the past three months. Three months is the default time period. See Setting the DLU Expiration. | Within set time period | Populated |
| Expired | Populated, May be stale | Disabled. Last scan when enabled was longer than three months ago. Three months is the default time period. See Setting the DLU Expiration. | Older than set time period | Populated |

If Field History Tracking is enabled for a CustomField with a **DLU Status** of either **Recent** or **Expired**, the status is changed to **Pending**. Here is an example:

![Example of the DLU status fields for a CustomField](/img/product_docs/platgovsalesforceflashlight/clean_up/dlu_status_example_customfield_800x294.webp)

### Notes

Expand Down Expand Up @@ -97,7 +95,7 @@ DLU can be used for the following metadata types:
| Salesforce Family Types & Joins | Metadata Types | DLU |
| ---------------------------------------------- | ---------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------- |
| Workflow | Workflow Rule | Date workflow rule was last run. |
| Workflow Approva lProcess Flow Validation Rule | Last date base record updated, if enabled | |
| Workflow Approval Process Flow Validation Rule | Last date base record updated, if enabled | |
| Scripts | Apex Class**\*** Apex Trigger**\*** Apex Component**\*** Lightning Component Lightning Web Component | The last date the code was triggered by any script based on the log of the last time it was run. |
| Forms | Layout Compact Layout | If assigned to a profile, it is the date the last record that belongs to the layout was updated . |
| Apex Page**\*** | The last date the page was accessed (the code was triggered). | |
Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -4,7 +4,7 @@ description: "Documented Metadata Types"
sidebar_position: 40
---

You can view the documented Metadata by **Type** or by Category.
You can view the documented Metadata by [Type](#metadata-by-type) or by [Category](#metadata-by-category).

## Metadata by Type

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -15,13 +15,10 @@ Click **Download PDF** to create a PDF file of the current status.

The report is divided into these sections:

> Scanner Status Overview
>
> Documentation Stats
>
> Scanner Logs
>
> Scanner Additional Information
- Scanner Status Overview
- Documentation Stats
- Scanner Logs
- Scanner Additional Information

## Scanner Status Overview

Expand Down
Original file line number Diff line number Diff line change
Expand Up @@ -31,12 +31,7 @@ script.![drd_800x155](/images/platgovsalesforceflashlight/customizations/drd_800

These reports are available from **Flashlight** > **Reports / List Views** > **Customizations**.

> **All Customizations**: This enables you to use Salesforce functionality to filter searches
> quickly for specific customizations.
>
> **Customization Impact**: This report shows your customizations and how they impact other objects.
>
> **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
>
> **Object Permissions by Profile**: This report displays **Object Permissions** grouped by
> **Profile**.
- **All Customizations**: This enables you to use Salesforce functionality to filter searches quickly for specific customizations.
- **Customization Impact**: This report shows your customizations and how they impact other objects.
- **Permissions by Object**: This report displays **Permissions** grouped by **Object**.
- **Object Permissions by Profile**: This report displays **Object Permissions** grouped by **Profile**.
Original file line number Diff line number Diff line change
Expand Up @@ -20,7 +20,9 @@ Strongpoint:
4. Click **Install**
![Install Flashlight by Strongpoint](/images/platgovsalesforceflashlight/getting_started/install_flashlight1_800x399.webp)

NOTE: Strongpoint installs in the background. An email notification is sent to you when the
:::note
Strongpoint installs in the background. An email notification is sent to you when the
installation is complete.
:::

**Next Step:** [Using the Getting Started Wizard](/docs/platgovsalesforceflashlight/gettingstarted/using_getting_started_wizard.md)
16 changes: 0 additions & 16 deletions docs/platgovsalesforceflashlight/gettingstarted/report_a_bug.md

This file was deleted.

10 changes: 6 additions & 4 deletions docs/platgovsalesforceflashlight/gettingstarted/scheduler.md
Original file line number Diff line number Diff line change
Expand Up @@ -12,7 +12,9 @@ Strongpoint's scheduler creates automated scans and documents the Field Usage an
To use the scheduler tool:

1. Open **Flashlight** > **Support** > **Scheduler**
![scheduler](/images/platgovsalesforce/clean_up/scheduler.webp)2.
Toggle **Enabled**/**Disabled**by the category. Your selections are automatically saved.
2. Select the **Frequency** , **Day** and **Time**. Your selections are automatically saved.
3. Click any menu item to close the **Scheduler**.

![scheduler](/img/product_docs/platgovsalesforce/clean_up/scheduler.webp)

2. Toggle **Enabled**/**Disabled**by the category. Your selections are automatically saved.
3. Select the **Frequency**, **Day** and **Time**. Your selections are automatically saved.
4. Click any menu item to close the **Scheduler**.
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