Planning Your Privacera Discovery Setup¶

This guide provides a general approach to setting up Privacera Discovery to help you effectively manage and protect your sensitive data.

1. Inventory Data Assets

   • Take an inventory of the data assets you want to monitor, including databases, tables, and applications such as Snowflake or Databricks. Identify the data owners of these assets.

2. Connect Data Sources

   • Enable and connect your data sources for scanning in Privacera Discovery. Refer to the Connecting Data Sources guide for detailed instructions.

3. Define Data Zones (Optional)

   • Optionally, create data zones for your data sources to delegate administration to your organizational groups. See the Data Zones Overview for more information.

4. Define Scans

   • Set up scans to classify your data sources, including resource scoring, scanning schedules, and specifying which data sources to include or exclude. Detailed setup instructions can be found in the Scan Setup guide.
   • Classification techniques:
     • Dictionaries
     • Heuristics Models
     • Rules

5. Refine Scans

   • Based on the system's classifying tags, refine the scans using the following techniques:
     • Dictionaries
     • Models
     • Rules
     • Accepting or Rejecting Classifications from Scans

6. Implement Compliance Workflow

   • Establish organizational mechanisms to implement a compliance workflow, including:
     • Monitoring Alerts
     • Checking for Movement of Data Across Data Zones

7. Enhance Security

   • Enhance security by masking or encrypting database tables, columns, rows, or other fields. For more information, see the Get Started with Encryption guide.

Following these steps will help you set up and optimize Privacera Discovery to effectively manage your sensitive data. For more detailed instructions and additional support, refer to the linked guides.

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