Transaction Viewer answers “did this browser request even hit Forcepoint Web — and which Action / Policy?” User and Source IP answer “who was on the wire?” (cloud Help: User can be Not available when authentication is bypassed). NGFW Logs answers “did this connection Allow, Discard, or Refuse — and which Rule Tag?” A DLP incident answers “which policy, action plan, and channel fired?” Test Filtering is a predicted URL-filter action, not a logged transaction. An Allowed Web row is not a healthy NGFW hop. A green endpoint icon is not a Transaction Viewer row.
1. Why “is it working?” is five questions
Operators collapse five failures into one sentence. The laptop never reached Content Gateway or the cloud proxy. Policy blocked the category. The NGFW Access rule Discarded the port. The directory user never authenticated, so User is blank. DLP Blocked a payroll upload on the Web channel. Those are five first clicks.
This page is the night-shift desk for proof. The factory taught the message path. Here you learn the tools you actually open, in order, when someone asks you to prove Forcepoint is working — Web, NGFW, and DLP as the ticket requires.
If they say “prove Forcepoint is working,” do not say “I opened Security Manager.” Say: “I prove the Web transaction with Transaction Viewer Action + Policy, the identity with User / Source IP, the firewall connection with NGFW Logs Action + Rule Tag, and the data hit with a DLP incident ID + Channel.”
2. Mental model — five proof surfaces
Memorise five named objects before you click. Each surface is allowed to prove one thing. Over-claiming a field is how you ship a bad change at 02:00.
1 · Transaction Viewer
Cloud / Forcepoint ONE: Reporting → Report Center → Transaction Viewer. On-prem Web module uses the same Report Center family. Proves one HTTP/HTTPS request: Action, Policy, Category, User, Source IP, URL. Does not prove an NGFW Discard or a DLP action plan.
2 · Policy name
Web attribute Policy = the web policy used for filtering. DLP column Policy = the policies the content violated. NGFW does not put a friendly policy name on the log — it puts Rule Tag (RULE_ID). Quote the field the console actually has.
3 · Action
Cloud Web: Allowed, Authentication Required, Blocked, Confirmed, Quota. On-prem also exposes Result (permitted / blocked). NGFW: Allow, Discard, Refuse, Terminate, Wait for further actions, Wait for authentication. DLP: the action plan — Permit, Block, Audit only, Quarantine, Confirm.
4 · User / Source IP
Web: User + Source IP (cloud also has Connection IP). Official cloud note: User can be Not available when authentication is bypassed. NGFW: Src Addr + Auth. User. Empty User is data — it is not “Forcepoint is down.”
5 · DLP incident
On-prem: Data → Main → Reporting → Data Loss Prevention → Incidents (last 3 / 7 days). Cloud Web: Reporting → Report Center → Incident Manager. An incident is a policy violation. An event is any transaction the engine saw. Quote ID, Policy, Action, Channel, Source.
Hard words, once
Filtering Service = on-prem engine that applies Web policy. Content Gateway = explicit proxy. Log Database = what Transaction Viewer reads (not Real-Time Monitor). SMC = NGFW Security Management Center. Action plan = DLP disposition. Channel = Email, Web, FTP, Endpoint application, Endpoint printing, Network printing.
Read left → right. Each box is allowed one claim. If you cannot name the field, you are not proving — you are guessing.
I prove the Web row, then the policy name, then the action, then the user or source IP, then the DLP incident. I do not change a category, an Access rule, or an action plan until I can quote the field that made me do it.
3. Decision flow — ticket → first tool
Flowchart first. Do not open Policy Management or an NGFW Access policy until a diamond says so.
Read the diamond first. A private TCP port never starts in Transaction Viewer. A payroll upload never starts in NGFW Rule Tag. An empty Web log never starts in a new category Allow.
4. How to choose — first tool + proof field
Print this next to Forcepoint Security Manager / the cloud portal / SMC. If you cannot recite the proof field, you are not ready to change anything.
| If the ticket says… | First tool (official path) | Proof field | Do not open first |
|---|---|---|---|
| Laptop / hotel / “am I even in Forcepoint?” | Cloud or Web module: Reporting → Report Center → Transaction Viewer. Filter User or Source IP + last 15 minutes. On-prem live peek: Reporting → Real-Time Monitor. |
A row exists (or does not). Then User / Source IP + Action + Policy. Cloud: Filtering Source names Endpoint Web, GRE, IPsec, Cloud connection. |
A new category Allow · Test Filtering as the only close |
| One SaaS / URL blocked or cautioned after a policy change | Reporting → Report Center → Transaction Viewer. Enable Detail View → General + Request Details. | Action (Allowed / Blocked / Authentication Required / Confirmed / Quota) + Policy + Category + full URL |
NGFW Access policy · DLP action plan |
| Whole branch internet dead after a firewall / peer change | SMC Logs view, Records arrangement. Filter Src Addr / engine + time. |
Action (Allow / Discard / Refuse) + Rule Tag + Event (New connection / Connection discarded) + Dst Addr |
A Web category edit |
“Who is this user?” / User = Not available / wrong policy |
Transaction Viewer columns User, Source IP, Authentication Method. NGFW: Auth. User + Src Addr. |
User (or official Not available) + Source IP + Authentication Method (Basic, NTLM, SSO, Endpoint, None) |
Invent a person from the IP · a DLP exception |
| Payroll / USB / web upload “DLP blocked us” | On-prem: Data → Main → Reporting → Data Loss Prevention → Incidents (last 3 days). Cloud: Reporting → Report Center → Incident Manager. | ID + Policy + Action (action plan) + Channel + Source + Severity |
A Web category Allow · Test Filtering |
Web Security Toolbox → Test Filtering takes a user or IP plus a URL and returns the site category, the action applied, and the reason. Help states it provides information only for URL filtering. It is a predicted action. It is not a Log Database row, not a DLP incident, and not an NGFW Rule Tag. If Test Filtering says Block and the user still reaches the site, open Transaction Viewer — empty usually means the request never hit Filtering Service.
5. Runbook Side A → B → C
Side A proves the Web transaction and the identity on the wire. Side B proves the NGFW connection. Side C proves the DLP incident. On a messy Sev-2, do them in this order until a field lights up.
Side A — Transaction Viewer (Web)
-
Open Transaction Viewer, not the policy editor
Path: Reporting → Report Center → Transaction Viewer. Official: Using the Transaction Viewer. Filter
UserorSource IP+ the UTC window on the ticket. Add URL / Domain / Cloud App if you already know the destination. On-prem you can peek live on Reporting → Real-Time Monitor, but the close field still lives in the Log Database. -
If the grid is empty, stop hunting Action
Empty is the off-cloud sentence. Traffic never reached Content Gateway, Endpoint Web, GRE/IPsec, or the cloud connection. Quote “no Transaction Viewer row for this User / Source IP in this window.” Fix forwarding, then reload. Do not publish a category Allow from an empty report.
-
Read the columns that close a Web ticket
Enable Detail View (or double-click the row). General lists user, policy, action, Web category, risk class. Request Details lists full URL, source and destination IP, referrer, request method. Cloud
Actionvalues: Allowed, Authentication Required, Blocked, Confirmed, Quota. QuoteAction+Policy+Category. -
Read User / Source IP before you invent a person
Cloud Help:
Usercan show Not available for transactions where authentication has been bypassed. Also quoteAuthentication Method(Basic, Downstream Authentication, Endpoint, Form-based login, NTLM, Single sign-on, or None) andFiltering Source(Cloud connection, Endpoint Web (Proxy), Endpoint Web (Direct), IPsec, GRE, EasyConnect, …). Source: Web attributes.
Reporting / Report Center / Transaction Viewer
Transaction Viewer
| User | URL / App | Category | Action | Policy | Source IP |
|---|---|---|---|---|---|
| priya@lab.example | outlook.office.com | Webmail | Allowed | Corp-Web-Default | 203.0.113.41 |
| priya@lab.example | attachment.outlook.office.com | Webmail | Blocked | Corp-Web-Default | 203.0.113.41 |
Source: Forcepoint Help — Using the Transaction Viewer; Web attributes (Action, Policy, Category, User, Source IP). On-prem Report Center uses the same attribute family. Lab identities only. Training mock · not live.
On-prem Web module, right pane Toolbox: Test Filtering (user or IP + URL → category, action, reason — URL filtering only), Check Policy (which policy is assigned), URL Access (who hit this URL in the last two weeks), Investigate User. Use them to form a hypothesis. Close the ticket from Transaction Viewer or a DLP incident, not from the popup.
Side B — NGFW Logs (connection)
-
Open the SMC Logs view, not Web Report Center
A discarded TCP port will not appear as a Web
Categoryhit. Official: What the Logs view shows. Use the Records arrangement. Filter from the Query pane bySrc Addr, engine, Service, and time. If NAT sits between your Management Client and the Log Server, select the correct Location or you will see no rows. -
Read Action, then Rule Tag, then Event
Exportable Firewall fields (official):
Action= Allow, Discard, Refuse, Terminate, Wait for further actions, Wait for authentication.Rule Tag= rule tag of the rule that triggered the log event (RULE_ID).Event= New connection, Connection closed, Connection discarded. Also quoteSrc Addr,Dst Addr,Service,Situation, andAuth. Userwhen identity is on the rule. -
Do not treat Bytes Sent as an allow
Bytes Sent/Bytes Rcvdare counted when accounting entries are created — often at close. A Sample of bytes is notAction = Allowon the ticket that just died. Quote the connectionEventthat flipped.
Logs / Records / Query: Src Addr = 203.0.113.0/24
Logs view
| Event | Action | Rule Tag | Src Addr | Dst Addr | Service |
|---|---|---|---|---|---|
| New connection | Allow | @209.15 | 203.0.113.41 | 203.0.113.10 | HTTPS |
| Connection discarded | Discard | @214.02 | 203.0.113.41 | 198.51.100.20 | HTTPS |
Src Addr 203.0.113.41 → Dst Addr 198.51.100.20 · Service HTTPS
Do not publish a Web category Allow from this row.
Source: Forcepoint NGFW Help — What the Logs view shows; Exportable Firewall and Layer 2 Firewall log entry fields (Action, Rule Tag, Event, Src Addr, Dst Addr, Service). Lab addresses are RFC 5737. Training mock · not live.
Side C — DLP incident (data hit)
-
Open the incident list, not Transaction Viewer Category
On-prem: Forcepoint Security Manager → Data → Main → Reporting → Data Loss Prevention → Recent Reports → Incidents (last 3 days) or Incidents (last 7 days). Official: Viewing the incident list. Cloud Web: Reporting → Report Center → Incident Manager. A Web
Categoryof Webmail is not a DLPChannel. -
Quote ID, Policy, Action, Channel, Source
Table properties (official):
ID(incident, a policy violation),Event ID(any transaction the engine saw),Policy,Action(from the action plan),Channel(Email, Web, FTP, Endpoint application, Endpoint printing, Network printing),Source,Destination,Severity(High / Medium / Low),Status,Incident Time. Select the row — the preview pane shows the rest. -
Read the action plan, not the Slack verb
Possible actions (official): Permit, Block, Audit only, Quarantine, Confirm, Encrypt, Drop attachments, and channel-specific variants. Audit only permits the activity and logs an incident. If Slack said “DLP blocked us” and
Actionis Audit only, the product did not block. Confirm is a user prompt, not a silent Block.
Data / Main / Reporting / Data Loss Prevention / Incidents (last 3 days)
Incidents (last 3 days)
| ID | Incident Time | Policy | Action | Channel | Severity | Status |
|---|---|---|---|---|---|---|
| 884102 | 01:12 UTC | PII-Web-Monitor | Audit only | Web | Low | New |
| 884188 | 02:06 UTC | Payroll-Web-Block | Block | Web | High | New |
Source = priya@lab.example · Destination = https://drive.lab.example/upload
Event ID ≠ Incident ID — quote the incident.
Source: Forcepoint DLP Help — Viewing the incident list; Table Properties tab (ID, Policy, Action, Channel, Source, Severity); Possible actions for an action plan. Lab identities only. Training mock · not live.
UTC window: 01:50–02:20
Web path: Reporting → Report Center → Transaction Viewer
Web quote: Action + Policy + Category + User / Source IP + URL
NGFW path: SMC Logs → Records
NGFW quote: Action + Rule Tag + Event + Src Addr + Dst Addr
DLP path: Data → Main → Reporting → Data Loss Prevention
(cloud: Reporting → Report Center → Incident Manager)
DLP quote: ID + Policy + Action + Channel + Source + Severity
If Web empty: forwarding — not a category Allow- Side A wire: Transaction Viewer has a row for that User / Source IP in the window. Side A policy: the same row names
Action+Policy. - Side B: Logs
Event+Action+Rule Tagmatch the minute the site recovered. - Side C: incident
IDnamesPolicy+Action+Channel. Re-test produces either no new incident or a different action plan — not a second silent Block.
6. Five tickets as full stories
These five land every quarter. Memorise first tool + proof field. Times and identities below are lab-only.
| Ticket | Symptom | First tool | Proof field |
|---|---|---|---|
| FEVD-01 | WFH laptop: “internet is broken, Forcepoint is down” | Transaction Viewer | Row exists? Then User / Source IP + Action + Policy |
| FEVD-02 | After a new Web policy, Outlook Web loads, attachments fail | Transaction Viewer Detail View | Action = Blocked · Policy + Category on the attachment URL |
| FEVD-03 | Branch internet dead since a 02:00 firewall change; Web empty | NGFW Logs | Action + Rule Tag + Event = Connection discarded |
| FEVD-04 | Same IP, User = Not available, “wrong policy” | Transaction Viewer identity columns | User (official Not available) + Source IP + Authentication Method |
| FEVD-05 | Payroll file upload “DLP blocked us” | DLP Incidents / Incident Manager | ID + Policy + Action + Channel |
FEVD-01 — Prove the Web row (Transaction Viewer)
01:42 · P2. Priya on a hotel network. Endpoint icon looks green-ish on a phone photo. L1 already drafted a new category Allow.
First tool: Reporting → Report Center → Transaction Viewer. Filter User = priya@lab.example or Source IP = her current address, last 15 minutes.
If empty: quote “no Transaction Viewer row for this User / Source IP in this window.” She is not going through Filtering Service or the cloud proxy. Next check is forwarding — PAC returning DIRECT, Endpoint Web down, missing GRE/IPsec, or a bypassed location — not Policy Management.
If a row exists: you are allowed to read Action + Policy. Cloud: also quote Filtering Source so you know whether Endpoint Web, GRE, or a Cloud connection carried her. The row is not a DLP incident.
Do not close FEVD-01 with Test Filtering. That popup is a predicted URL-filter action. It does not prove her browser hit Forcepoint. Real-Time Monitor is a live peek on-prem — still close from the Log Database row.
FEVD-02 — Prove the SaaS transaction (Action + Policy)
02:05 · P2. Outlook on the Web opens. Attachments fail after last night’s policy ship. Someone wants “another Allow for outlook.office.com.”
First tool: Transaction Viewer. Filter User + Cloud App / URL + last hour. Enable Detail View.
Proof field: page host Action = Allowed; attachment host Action = Blocked and Policy = the policy you shipped (plus Category). That name is the ticket. Change that one policy — or the classifier that fed it — then re-read the same two columns. General tab also lists risk class; when it is Security, Threat Details appears.
I would not add a second category Allow. I would quote Action + Policy on the attachment transaction. A saved policy is not proof until the same filter returns Allowed (or the action you intended).
FEVD-03 — Prove the NGFW connection (Logs)
02:20 · P1. Pune branch: every desk lost internet after a 02:00 firewall change. Transaction Viewer for that Source IP range is empty. L1 wants a Web policy republish.
First tool: SMC Logs → Records. Filter Src Addr for the branch + 01:50–02:20 UTC. Look at Event = Connection discarded, not just bytes.
Proof field: Action = Discard (or Refuse), Rule Tag of the Access rule that flipped, Dst Addr of the VIP or service you think you still allow. Simultaneous 02:00 death is almost never “everyone’s Web cookie expired together.” Empty Web is the clue the packet never reached Filtering Service.
Quote Logs Event + Action + Rule Tag. Restore the Access rule or the NAT that used to carry 443, then wait for Action = Allow and the first Transaction Viewer row. Do not publish a Cloud App exception on an empty Web log.
FEVD-04 — Prove identity (User / Source IP)
02:40 · P2. Same laptop as FEVD-01, now on-cloud. Transaction Viewer shows User = Not available. L1 wants to rebuild the directory connector.
First tool: the same Transaction Viewer row. Add columns User, Source IP, Authentication Method, Filtering Source. Official cloud attribute: User can be Not available when authentication has been bypassed.
Proof field: Authentication Method = None (or a method you did not expect) + Source IP + Policy that actually applied (often the default / unauthenticated policy). That is why the category action looks “wrong.” Rebuild directory only after you prove the request never presented NTLM, SSO, or Endpoint credentials.
Do not invent a display name from DHCP. Quote the official Not available value. NGFW Auth. User is a different store — only if the Access rule used user identity.
FEVD-05 — Prove the DLP incident
03:00 · P2. Finance: “DLP blocked the payroll upload to the vendor portal.” Someone typed Sev-1 and drafted a Web category Allow.
First tool: Data → Main → Reporting → Data Loss Prevention → Incidents (last 3 days). Filter Source + Channel = Web. Cloud tenants: Incident Manager, Detail View tabs Matches / Source & Destination / Properties.
Proof field: incident ID + Policy + Action + Channel + Severity. If Action is Audit only, the product permitted the upload and logged it — that is not a Block. If Action is Confirm, the user dismissed the prompt. A category Allow will not change an action plan.
I would leave Web categories alone. I would paste incident ID, Policy, Action, and Channel. Change-control is a scoped exception or a Severity & Action edit on that one rule — with an owner — not a night-shift Block All → Permit flip.
7. Traps + close-the-ticket proof
| You see | Weak close | Strong close |
|---|---|---|
| Empty Transaction Viewer | “Forcepoint is down” / new category Allow | Quote no row for this User / Source IP; fix forwarding; reload Transaction Viewer |
| Row exists, still failing | “Forcepoint is fine” | You only proved the wire. Read Action + Policy on that URL. |
| Action = Allowed | “Forcepoint is working” | Allowed is a Web verdict, not an NGFW Allow and not a DLP Permit. If they said data leak → incident list. If they said site-down → Logs. |
| Test Filtering says Block | Trust the popup and republish | Official: URL filtering only. Confirm with a Transaction Viewer row. |
| User = Not available | Rebuild directory / “user missing” | Official bypass wording. Quote Authentication Method + Source IP + the policy that applied. |
| NGFW Bytes Sent > 0 | “Tunnel / rule is fine” | Read Event + Action + Rule Tag. Bytes are accounting at close. |
| DLP Action = Audit only | “DLP blocked us” | Audit only permits and logs. Quote the action plan name. |
| Traffic log has events, no incident | “DLP is broken” | An event is any transaction. An incident is a policy violation. Check threshold / action plan / off-box component (official DLP topic). |
| SMC Logs empty | Forcepoint NGFW is down | Wrong Location when NAT sits in front of the Log Server. Select Location, then re-query. |
- UTC window written next to the tool you opened.
- Web row proved (or officially empty) for the failing User / Source IP when the ticket is “is Forcepoint even working?”
- One transaction quoted: Web
Action+Policy, or NGFWAction+Rule Tag, or DLP incidentID+Channel. - Identity quoted when policy looks “wrong”:
Useror official Not available +Authentication Method. - Next tool named — or change-control owner named. No policy publish without residual control.
- Test Filtering never used as the only close. Real-Time Monitor never used as the only close.
I name the question, then the first tool, then one official field. Transaction Viewer proves the Web request. Policy and Action prove the verdict. User / Source IP prove who was on the wire. NGFW Logs prove the connection. A DLP incident proves the data hit. I do not change a category, an Access rule, or an action plan until that field is on the ticket. Factory model: session factory.
Knowledge check
Six night-shift judgments. Each maps to a first tool or a proof field. Check answers, then Reset if you picked the wrong surface.
Sources
- Forcepoint Help — Using the Transaction Viewer (Reporting → Report Center → Transaction Viewer; Detail View tabs)
- Forcepoint Help — Web attributes (
Action,Policy,Category,User/ Not available,Source IP,Authentication Method,Filtering Source) - Forcepoint Help — What are attributes? (Web Security on-prem) (Report Center / Transaction Viewer attribute family;
Result,Full URL) - Forcepoint Help — Transaction Viewer display options (Detail View: General, Request Details, Cloud Apps, Threat Details)
- Forcepoint Help — Test Filtering (Toolbox; URL filtering only; category, action, reason)
- Forcepoint Help — Real-Time Monitor in multiple Policy Server deployments (Web module → Reporting → Real-Time Monitor)
- Forcepoint NGFW Help — What the Logs view shows (Records / Statistics / Details / Log Analysis; Location when NAT is in front of the Log Server)
- Forcepoint NGFW Help — Exportable Firewall and Layer 2 Firewall log entry fields (
Action,Rule Tag,Event,Src Addr,Dst Addr,Auth. User) - Forcepoint DLP Help — Viewing the incident list (Data → Main → Reporting → Data Loss Prevention)
- Forcepoint DLP Help — Viewing Incidents and Reports
- Forcepoint DLP Help — Table Properties tab (
ID,Policy,Action,Channel,Source,Severity, Event vs incident) - Forcepoint DLP Help — Properties (incident number, Severity, Status, Action, Channel)
- Forcepoint DLP Help — Possible actions for an action plan (Permit, Block, Audit only, Quarantine, Confirm)
- Forcepoint Help — Using the Incident Manager (Reporting → Report Center → Incident Manager; Matches / Source & Destination / Properties)
Related: Blog 1 · Forcepoint session factory · Forcepoint DLP channels · Forcepoint DLP Endpoint · Forcepoint DLP fingerprinting · All lessons