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FAQ No.:00147 
Category:Curtain Admin; Curtain Client; Feature - Send Request 
 
Question:

How to set up Send Request in Curtain Admin?

 
 
Answer:If an unauthorized user needs to share a protected document with external parties, the user can submit a Request for approval. If the request is approved, the system will send the document to requester through email. Since the document is already out of the Protected Zone and not encrypted, requester can share it with external parties without the control of e-locker. The whole approval process will be logged in Audit Trail. This function is called Send Request.

Steps for Send Request:
1. Add approver information in Curtain Admin global settings.
2. Select the appropriate approver in the policy group of Curtain Admin .

Detailed steps for the setup:
Step 1. Add approver information in Curtain Admin global settings.

1.1. In Curtain Admin, select "File > Approver Information".

e-locker data loss prevention(DLP) - Approver Information

1.2. Click "Add" button to add approver.

e-locker data loss prevention(DLP) - add approver

1.3. There are two ways to add approver information.
  • Method 1: Add approver information from Active Directory if the Curtain Admin has been configured to use AD user/user group (LDAP) .
  • Method 2: Added approver information manually if the Curtain Admin is not connected to AD.

Method 1: Add approver information from Active Directory if the Curtain Admin has been configured to use AD user/user group (LDAP) .
P.S. Please refer to FAQ 00211 for importing users and user groups from AD domain.
1) A dialog box for select method of adding approver will pop-up when using AD user/user group (LDAP) in Curtain Admin.

e-locker data loss prevention(DLP) - Add from Active Directory

2) Select "Add from AD", there are some search combinations for help to choose approvers in the search results of AD domain.

e-locker data loss prevention(DLP) - Add from AD

3) Select the approvers in the search results list and click "ok" to add these users.

e-locker data loss prevention(DLP) - Select the approvers

Method 2: Added approver information manually if the Curtain Admin is not connected to AD.
1) Click "Add" , the "Add Approver" dialog box will pop up.

2) Enter the approver's name, email, windows username and position.
P.S. For the field of Windows Username, please enter "computer\username" OR "domain\username" (such as, M32w2k8-PC\Administrator and Curtain\Tester).

3) Clicking "OK" , the approver information is successfully added to the list.

e-locker data loss prevention(DLP) - Added approver information

Step 2. Select the appropriate approver in the policy group of Curtain Admin .

2.1. In Curtain Admin, select a Policy Group and right-click to select "Properties".

2.2. Select "Local Settings" and click "Add" button.

e-locker data loss prevention(DLP) - Local Settings

2.3 Select the appropriate approver in "Select Partial Approver" window, and click "OK" .

e-locker data loss prevention(DLP) - Select Partial Approver

2.4 Approver information is successfully added to the current policy group.

P.S.
1. In order to submit/approve Request, Curtain Client must be installed on approver/requester's workstation.
2. If the approver is not added in the policy group, all users under this policy group cannot use the Send Request function.
3. Please refer to FAQ 00232 for how to submit Send Request in Curtain Client.

Advanced Settings please refer to FAQ 00245 - How to set up advanced settings (e.g. SMTP and One-time Password) for Send Request in Curtain Admin