Completing the Guided Setup for Sensitive Data Governance

To start using Activate for Data Governance, use the setup wizard to create a data classification plan and to create inventory. In the data classification plan, you create an Index Server and define which personally identifiable information (entities) to detect in the data.

Complete this procedure as part of the initial configuration of Data Governance. For more information, see Getting Started with Activate.

Before You Begin

If your end-user data includes scanned documents and you want to include the scanned documents in content indexing or entity detection, review the following topics:


  1. In the navigation pane, click Guided setup.

  2. On the Activate tab, click Data governance.

  3. On the Create a data classification plan tab, complete the following steps:

    1. In the Plan name box, enter a unique name for the plan.

    2. Create an index server or use an existing index server:

      • To create an index server, click the plus button plus in a blue circle button.

        To use a server as a node for the Index Server, the node must have the Index Store package installed.

      • To use an existing index server, from the Index server list, select the index server.

    3. From the Content analyzer list, select the content analyzer to use for entity detection (PII).

    4. From the Entities list, select one or more entity types.

  4. To add a classification model, under Classification, from the Classifiers list, select the classifier.

    Classifiers are trained to recognize types of documents.

  5. Click Next.

  6. Optional: Customize what is content indexed and analyzed for entity detection:

    • To include file types for content indexing and entity detection, under Include file types, enter the extension in the Enter file extension box using the format *.ext, and then click Add.

    • To exclude directories from content indexing and entity detection, under Exclude paths, enter the path in the Enter folder path or pattern box, and then click Add.

      You can include wildcard expressions in the directory path. For example, to exclude all the files in a temporary directory, enter */temp.

  7. To specify the range of file sizes that are content indexed, under File size, enter the minimum file size and the maximum file size in megabytes.

  8. To include scanned documents in content indexing and entity detection, select the Extract text from image check box.

  9. Click Save.

  10. On the Add Inventory tab, create a logical group of assets in your CommCell environment:

    1. In the Name box, enter a name for the inventory.

    2. From the Index server list, select the Index Server to use for the inventory.

    3. From the Name server list, enter or select the Active Directory identity server to use for the inventory.


      To add a name server, click the plus + button.

  11. Click Add.

What to Do Next

  • When you use the setup wizard to create a data classification plan, only the default entities are available. If you want to manage the types of entities that are available, including custom entities, see Entity Manager.

  • For information about creating and training classification models, see Classifier Manager.

  • After you complete the steps for getting started with Data Governance, you can add individual file servers to your inventories. For more information, see Adding a File Server Asset to an Inventory.