Who is this article for?
Code42 for Enterprise, yes.
CrashPlan for Small Business, no.
This article applies to Code42 cloud environments.
Other available versions:
Roughly half of all employees admit to taking their employer's data with them when they leave. Use Code42 to:
- Detect who is taking data in the days before they leave
- Identify the data that was taken
- Gather file evidence so you can take legal action if necessary
This article provides best practices for using Code42 to keep company data secure when employees leave.
For best practices to detect file exfiltration by current employees or business associates, see Detect and respond to insider threats with Code42.
This article is for Code42 for Enterprise. If you're using CrashPlan for Small Business, see Use CrashPlan for Small Business to protect data when employees leave.
- The procedures described here are suggestions, not requirements, for using Code42 to handle employee departures at your organization. Be sure to adjust the tasks described in this article as needed to work in accordance with your company's own processes for offboarding employees.
- You must have the Code42 Incydr Advanced or Platinum product plan to use the departing employee, alerts, and Forensic Search capabilities of Code42. Contact your Customer Success Manager (CSM) for assistance with product plans. If you're not sure how to reach your CSM, email firstname.lastname@example.org and we will connect you.
- You must have the Customer Cloud Admin role or the Security Center User role to perform the tasks in this article.
- Many of these tasks can be performed using the Code42 API. If you have a standard offboarding scripting procedure, you can add the Code42 API tasks to the script. For help with using Code42 APIs, contact your Customer Success Manager to engage the Professional Services team.
Step 1: Capture file activity
Enable endpoint monitoring to capture file activity on each device in real time, helping you identify potential data leak vectors or security problems. Enable the following endpoint monitoring options:
- Removable media
- Cloud Sync Applications service
- Browser and other Application Activity (file upload and download)
- Printers (Mac and Linux only)
- File Metadata Collection (only available if you have the Code42 Platinum product plan)
Endpoint monitoring identifies most file activity anywhere on a user's device, not just within the user's backup file selection.
See Enable endpoint monitoring for file exfiltration detection for more information.
Select File Metadata Collection when enabling endpoint monitoring to start collecting file event data. You must select this option if you want to use Forensic Search to investigate departing employees' file activity.
Step 2: Detect file exfiltration
From Detection > Departing Employees, review the file activity of employees who are leaving your company.
- Quickly identify suspicious file movement
- Review endpoint and cloud services activity
- See file activity for the 90 days leading up to a departure
See Add departing employees for more information.
Add employees to the Departing Employees list as soon as you have their departure dates, and enable alerts for all departing employees. If you delay, you could miss detecting unauthorized file activity.
Watch the short video below to learn how to use the Departing Employees list. For more videos, visit the Code42 University.
The Risk Exposure dashboard shows file activity from throughout your entire environment to help you catch possible file exfiltration.
See Review unusual file activity with the Risk Exposure dashboard for more information.
Step 3: Investigate suspicious file activity
Investigate for file exfiltration using the following Investigation options in the Code42 console:
If you have the platinum product plan, use these additional options in the Investigation menu to investigate file exfiltration:
You can also use third-party tools in conjunction with Code42 to investigate suspicious file activity.
User activity searches for users' security events detected by endpoint monitoring. Use this option when you want to view activity rather than receive notifications. You can see a trend of the user's activity over the last 60 days, providing a baseline of normal activity that helps you identify spikes in file movement that signal abnormal activity. You can export the results to a CSV file for analysis or archiving.
If you have the platinum product plan, use Alerts instead of the user activity feature. Alerts cover more types of file activity and allow you to investigate events in Forensic Search.
See User Activity and Activity Notifications reference for more information.
When you first learn of an impending employee departure, set up activity notifications for the employee to monitor file activity detected by endpoint monitoring and receive an email notification when suspicious activity occurs.
If you have the platinum product plan, use Alerts instead of activity notifications. Alerts notify you on a wider range of file activity.
See Configure activity profiles for more information.
Forensic Search provides detailed visibility for Code42 administrators about files on user devices, including files not selected for backup. Use Forensic Search to search file metadata to gain a clearer understanding of an employee's file activity in the time leading up to their departure.
Forensic Search helps you to quickly answer questions such as:
- Is there file activity that looks suspicious?
- Is there evidence of covering up suspicious file activity?
- Does the employee have a specific file, or did the employee previously have it?
See Enable File Metadata Collection (formerly Forensic File Search) for more information.
Forensic Search is a powerful tool for investigating suspicious file activity. See our use case to learn how to use Forensic Search for departing employees.
If your product plan includes one or more cloud service data sources (for example, Google Drive or Microsoft OneDrive), authorize Code42 to collect information about file movement into and out of the cloud services. Once connected, this information is available in Forensic Search for investigation.
See the tutorials linked below for detailed instructions:
Use the following third-party Code42 integrations to detect file exfiltration.
See Install and manage the Code42 app for Splunk for more information.
Splunk Phantom is a security orchestration, automation, and response (SOAR) solution. Use the the Code42 app for Splunk Phantom to add Code42-specific actions to your Splunk Phantom environment, including running file queries with Forensic Search.
See Code42 app for Splunk Phantom for more information.
IBM Resilient is a platform for orchestrating and automating incident response. Code42 for Resilient adds Code42-specific functions, rules, and workflows to extend the capabilities of your IBM Resilient environment, including the ability to investigate departing employees.
See Code42 for IBM Resilient for more information.
Step 4: Retain the departing employee's files
Before you deactivate the user who is departing, determine the methods you'll use to retain their files:
Add the user to a legal hold for departing employees
Add the user to a departing employee legal hold matter using Code42's Legal Hold web app. Adding these employees to a legal hold:
- Extends the data retention period beyond the default cold storage period
- Ensures you're prepared in the event of a lawsuit involving the user
See Configure a legal hold for more information.
Add employees who have the highest risk of taking sensitive data to a legal hold. Adding them to a legal hold keeps the employees' data for a longer period, in case it is needed for additional investigation or future legal action. Deactivated users cannot be added to legal holds. If you need to add a deactivated user to a legal hold, first reactivate that user.
Retain archives in cold storage
When users are deactivated, their backup archives go into cold storage. Cold storage is a temporary holding state for archives after they are deactivated but before they expire and are permanently deleted. Archives in cold storage are similar to files in your computer’s Recycle Bin or Trash. A user who has an archive in cold storage still consumes a user subscription. Administrators can retrieve archives from cold storage throughout the cold storage retention period.
See Cold storage for more information.
Download the departing employee's files
Use Web Restore in the Code42 console to download the departing employee's files to a target device. Then you can retain the files as long as necessary. For example, you can perform a web restore to the device of the departing user's manager so they can reference past work or complete in-progress projects.
See Restore files from the Code42 console for more information.
Step 5: Deactivate the user
When an employee leaves, you must either manually deactivate the user, or if you have SCIM provisioning, deactivation happens automatically when you offboard the user via provisioning. When you deactivate a user, the user is signed out of all devices and online sessions, and the user cannot sign in to any part of your Code42 environment (either the Code42 app or the Code42 console).
When you deactivate a user, all of the user's backup archives go into cold storage. Archives in cold storage do not continue to back up, do not undergo archive maintenance, and by default will be deleted after a set number of days. (The cold storage quota may be configured differently for the user's organization.) To keep backup archives longer than the set cold storage period, see Retain a departing employee's files, above.
See Deactivate and reactivate users and devices for more information.
Deactivate the employee's Code42 user account on their departure date to prevent them from signing in to the Code42 environment and getting access to company data after they leave.