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Data discovery policies

Data discovery policies are a collection of rules that define the type of sensitive information that needs to be located in your data repositories. DataSecurity Plus scans multiple data sources to identify files with content that matches the conditions defined in the data discovery policies.

Tips:

The audit history of a file, i.e., details of the modifications made, by whom, and when, can be obtained by configuring the File Audit module for the data source. Find more information about this on this page.

To proactively secure the files containing sensitive data, create DLP policies using the Data Leak Prevention module. Find more details on this page.

Viewing and editing data discovery policies

To view or edit data discovery policies:

  • Select Risk Analysis from the applications drop-down.
  • Go to Configuration > Data Discovery Settings > Policy.
  • The list of policies configured appears.
  • To edit a policy
    • Click the edit symbol in the Actions columns of the policy you wish to modify.
    • Proceed to add or remove data discovery rules and click Save.

Note: After you modify a data discovery policy, initiate a re-scan to reflect the changes. Find the steps to initiate a re-scan in the scan configuration help page.

Creating data discovery policies

To create data discovery policies, follow these steps:

  • Select Risk Analysis from the applications drop-down.
  • Go to Configuration > Data Discovery Settings > Policy.
  • In the Configured Policies window, select Add Policy.
  • Enter a suitable name and description for the policy.
  • In the Rules section, add target rules to the policy by clicking the Add Rule button in the top-right corner of the table.
  • In the Add Rule to the Policy popup, you can filter the list of available rules by the country they apply to, the type of data they identify, the compliance regulation they apply to, or by a custom tag.
  • Select the rules you want to add to the policy and click Select.

    • Note: In case you need to add a custom rule, refer to the Rule Configuration help page for steps.

  • Click Save.

Note: If a scan is in progress when a data discovery policy is created or modified, changes will go into effect only during subsequent scans.

Tip: To quickly browse through the rules catalog, use the Country, Information Type, Compliance, or Custom rule tags. You can create custom tags by following the steps listed on the Rule Configuration help page.

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