Additional Configurations for Sensitive Data Governance

Create an Inventory.

An inventory is a logical collection of resources that you want to use with Activate.

Creating an Inventory in Inventory Manager

Add assets to an inventory.

Assets are the individual resources and servers that you want to use with Activate. You can either add individual servers as assets, or you can add all of the servers in a domain.

• Adding a File Server Asset to an Inventory

• Adding Domain Assets to an Inventory

View information about the assets in an inventory.

After you add assets to an inventory, you can view different information related to the assets in the inventory, such as location information, user information, and machine details.

Inventory - Overview Dashboard

Create a project.

A project is a subset of data from an inventory that you can use for monitoring or end-user requests.

Creating a Project

Add data sources to a project.

Data sources are the specific locations on the assets where end-user data is located. You can define the granularity of a data source down to the object level.

Data Sources

View information about the personally identifiable information (PII) in a project.

After you create a project, you can view the default dashboards to obtain a high-level view of the types and quantities of PII in the project.

Viewing Project Dashboards

Create an end-user request.

A request represents end-user requests for data export or deletion. You can create requests to initiate the process.

Creating an End-User Request Task in Task Manager

Configure the data sources for the request and select people to approve and review the request.

When you configure a request, you can select the data sources to consider for the request and define the specific values for the PII that you want to discover. You also assign people who view and approve each document in the request, and reviewers who approve the entire request.

Configuring the Data, Reviewers, and Approvers for a Task

Learn more about personally identifiable information (PII) types.

Activate includes many common types of PII, including social security numbers, phone numbers, IP addresses, and more.

You can also manage, configure, and create new types of PII using Entity Manager.

Personally Identifiable Information

View built-in entity types.

Many common types of PII are built-in to Entity Manager, such as social security numbers, phone numbers, email addresses, and more.

Personally Identifiable Information

Configure, or disable entities.

Entities are categories of PII that you can discover in your data sources with Activate. There are several built-in types of entities, which you can view and configure from Entity Manager.

You can also disable entities so they won't be discovered during future data collection operations.

Configure Entities in Entity Manager

Create an entity.

You can create an entirely new type of entity using a custom Python regular expression. You can also create a new entity based on an existing entity type.

Creating a Custom Entity Type in Entity Manager