Engage - Configuring Custom Attributes

This feature is available for Engage Core and Engage Pro.

This article describes how to configure custom attributes to be used in employee records and performance analysis, and is intended for Administrators.
Custom attributes allow you to organize your employees by adding mandatory fields on their records (e.g. recording details of their role or location).

This is only available on Email Security Cloud Gateway.

Preconditions

• A preconfigured spreadsheet, with a separate column for the attribute and its data. See Spreadsheet Import.
• Write access to the Mimecast Administration Console Users & Groups menu item.

Displaying Your Custom Fields

You will need to complete all of the following processes to add custom attributes to display in the Engage.

Importing the Attribute Data

You can import the attribute data by using the following steps:

1. Log in to the Mimecast Administration Console.
2. Navigate to Users & Groups | Imports.
3. Complete the Import Components dialog as follows:

Field / Option	Value
Import Format	This is automatically set to Mimecast Import to import email addresses, user permissions, attribute data, and delegate mailbox access.
Upload Only (No Folder)	Leave unchecked.
Import Into Profile Group	Specify the group to which the custom attributes should be added: Click on the Lookup button. Select the required Group.
Group Override	Select the Add to Existing Entries option.
Upload Spreadsheet (*.xls)	Select the spreadsheet file containing the required custom attributes: Click on the Choose File button. Select the required Import File. Click on the Open button.
Add Note	Although not mandatory, it is good practice to enter a note of up to 100 characters describing the import.

4. Click on Preview Changes to check the import.
5. Click on Save.

Adding the Attributes

You can add the attributes by using the following steps:

1. Log in to the Mimecast Administration Console.
2. Navigate to Users & Groups | Attributes.
3. Click on the Add Attributes button.
4. Complete the Attribute Details dialog as follows:

Field / Option	Description
Name (Prompt)	Enter a unique name for the attribute.
Group	Enter the group to which the attribute belongs.
Type	Select the required attribute type from the drop-down.
Order	Specify the order the attribute values are displayed in the Group field. If no order is entered, the attributes are listed alphabetically.
Option	If Simple Selection or Complex Selection has been specified in the Type field, specify the attribute options.
Show in Tables	This must be selected for the attributes to display in Engage tables.

5. Click on Save.
6. Repeat Steps 4-6 for each Custom Attribute.

Configuring the User Performance Columns

When the Custom Attributes have been added in the Mimecast Administration Console, they are available in Engage, and can be added to the performance display by using the following steps:

1. Switch to Engage.
2. Navigate to Reporting & Insights.
3. For multiple Reports (Compliance Center | Watchlist Details and Compliance Center | User Performance Details), you can utilize the Custom Attributes as follows:

• Click on the gear icon to the right of the columns.
• Select the required Custom Attributes to display.

Only three custom attribute columns can be displayed at any one time.

• Click on Apply.

You can only export the information displayed on the table. Attributes not displayed won't be exported.