Create a rule set

Use this task to create a rule set that defines the tables or files to analyze for sensitive data.

Steps

  1. In the left navigation pane, click Compliance > Rule Sets.

  2. Click + Add Rule Set.

  3. In the Details step:

    1. Enter the rule set name.

    2. Select the Purpose of this rule set:

      • Mask: Use this rule set for masking jobs and discovery jobs that perform masking-type operations.

      • Tokenize: Use this rule set for tokenization jobs, re-identification jobs, and discovery jobs that perform tokenization-type operations.

      The Purpose field is immutable and cannot be changed after the rule set is created.

    3. Select Refresh Dropped Tables to remove tables from the rule set if they no longer exist in the source database when the rule set is refreshed.

    4. (Optional) Add tags using Tag Key and Tag Value, then click + Tag.

    5. Select the connector associated with the data source.

    6. Click Next.

  4. In the Data Tables step:

    1. When initially creating a rule set, this list will be empty. Click Add Tables to select the tables or files accessible by the chosen connector to include in this rule set.

    2. Select one or more tables.

    3. (Optional) Configure table-level attributes for any selected table by clicking Actions next to the table row and selecting the attribute you want to set. The following attributes are available:

      • Edit Custom SQL: Specify a custom SQL query to replace the default table scan for this table.

      • Edit Filter: Specify a WHERE clause to limit which rows are included during compliance job execution.

      • Edit Logical Key: Specify one or more columns to use as a logical key for row identification when no primary key is defined.

      These attributes can also be set or updated after the rule set is created. For more information, see Edit table attributes in a rule set.

    4. Click Next.

  5. In the Summary step, review all configuration. If you need to make changes, click Back to update the previous steps. Otherwise, click Submit.