Help Center

Quick Start

File Auditing

File Analysis

Data Risk Assessment

Endpoint DLP

Cloud Protection

Administrative settings

General settings

Release notes

Troubleshooting

Guides

Third-party software Contact us

Creating new data discovery rules

New rules can be applied to the data discovery scan, in addition to existing rules, by creating rules and mapping them to policies.

Creating new rules

Follow the steps below to configure new data discovery rules:

  • Select the Risk Analysis module from the drop-down menu at the top.
  • Go to Configuration > Discovery Policy Config > Rules.
  • Click + Add Rule in the top-right corner.
  • Name the rule and include an appropriate description.
  • Select a match type for the rule: Regular Expression or Keywords Set.

    Tip: Use Regular Expression when searching for content that matches a pattern of text and/or numbers. Use Keywords Set when an exact phrase can be used to locate sensitive information.

  • Type in the Regular Expression or Keywords Set pattern.

    Tip: Download our guide to learn how to find sensitive personal data, such as PII, ePHI, and PCI, using regex.

  • In the No. of Occurrences text field, specify the desired threshold value for instances of personal data. The scan will only report files where the number of instances is greater than or equal to this value.
  • Click Save.
  • Map the newly created rule to an existing data discovery policy to include the rule in the data discovery scan.

Mapping rules to policies

You need to map rules to policies for the rules to be included in the data discovery scan.

Follow the steps below to map newly created rules to policies:

  • Select the Risk Analysis module from the drop-down menu at the top.
  • Go to Configuration > Discovery Policy Config > Policy.
  • Click the edit icon next to the desired policy.
  • In the Rules section, click + Add Rule.
  • From the list, select the rule you want to add to the policy.
  • Click Add at the bottom of the rule list.
  • Click Save to update the policy.

Note: Rules can be mapped to policies while creating new policies or editing existing ones. Follow the steps in this configuration guide to create a policy.

Don't see what you're looking for?

  • Visit our community

    Post your questions in the forum.

     

  • Request additional resources

    Send us your requirements.

     

© 2022 Zoho Corporation Pvt. Ltd. All rights reserved.