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User Guide

Creating a Policy

To create a Policy:

  1. Select Policies from the Navigation sidebar. The Policies page is displayed.

  2. Click on Create New Policy. The New Policy page is displayed.

  3. Enter a name for the Policy in the Name edit box. This name is used to refer to the Policy in the Privitar user interface.

  4. Select an input Schema from the Schema list box. The columns contained in the Schema will be displayed in the Masking tab.

    • The chosen Schema determines the format of data that the Policy will accept.

    • The Schema cannot be changed once it has been selected. To create a Policy for a different Schema, a new Policy must be created.

    • If the Schema is edited such that it is incompatible with the Policy (for example, if a new column is added), then the Policy will revert to its Draft state (see below) and cannot be used until amended to be compatible with its Schema

  5. In the Masking tab, set the masking rules to apply to each column in the Schema. The masking rules are used to specify how the Policy will transform the input data. For more information, see Setting a Masking Rule.

  6. Use the Manual Generalization and Automatic Generalization tabs to determine how the Policy will blur input data to mitigate re-identification attacks. For more information, see Manual Generalization Strategy Types and Automatic Generalization Strategy Types.

  7. Click Save to save the Policy.

    Note

    Until the Policy is completely configured, it will be in a Draft state and cannot be used in a Job. A Policy is only completely configured when all columns in the Schema have had a Rule applied to them.

Draft State

Each column of each of the tables in the chosen Schema must have a masking rule applied.

As long as there are columns that do not have a rule set, the Policy will be in the Draft state. The Policy cannot be used to transform data in this state.

To remove the Draft state, apply a masking rule to each column. When the Policy is saved it will automatically be removed from Draft state.

Importing an Exported Policy

A Policy can also be created by importing a previously exported file. See, Importing an Exported Policy.

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