Create a rule set for flat data files

Use this task to create a rule set that defines which flat data files a file connector will include in discovery and masking operations.

Before you start, create the file connector and data formats you will use. See Create a file connector and Create a data format.

Steps

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

2. Click + Rule Set, select Flat Files, and click Continue.

3. In the Details step:

   1. Enter the rule set name.

   2. Select the Purpose:

      • Mask — for masking and discovery jobs.

      • Tokenize — for tokenization, re-identification, and discovery jobs.

      Purpose cannot be changed after the rule set is created.

   3. (Optional) Add tags: enter a Tag Key and Tag Value, then click + Tag.

   4. Select the file Connector associated with the data files.

4. Click Next.

5. In the Data Files step, add the files to include in this rule set:

   1. Click + Add File to add a specific file, or + Add Pattern to add files matching a name pattern.

   2. In the Add File dialog, select one or more files from the connector's file path.

   3. Set the file properties:

      • Format File — select the data format that describes the file structure.

      • End of Record — select the end-of-line character used in the file (for example, LF terminated (Unix)).

      • Delimiter — enter the character that separates fields. Use a control character code for special characters (for example, $[09] for Tab or $[0A] for Line Feed).

      • Text Enclosure — (optional) enter the character used to enclose field values, such as a double quote.

      • Enclosure Escape Strategy — select how enclosure characters inside a field are escaped (for example, Double Enclosure).

   4. Click Add.

   5. Repeat for each file to include.

6. Click Next.

7. In the Summary step, review all details. Click Back to make changes, or click Submit to create the rule set.