Prepare the Environment for PII Data Scan

Before you begin with PII data scan, prepare your environment. You must consider the Data Sources and the size of the Data Source to be scanned, the Personally Identifiable Information (PII) data you want to find, and if the current Classifiers meet your PII requirements.
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Before you begin with PII data scan, prepare your environment. You must consider the Data Sources and the size of the Data Source to be scanned, the Personally Identifiable Information (PII) data you want to find, and if the current Classifiers meet your PII requirements.
Data Discovery and PII Audit has the following considerations:
  • Define one or more Connection Profiles that you want to scan. You can group Connection Profiles in an Environment. For more information about how to create a connection profile, see Create and edit Connection Profiles. For more information about how to create an environment, see Create an Environment.
  • The Data Sources and the size of the Data Sources to be scanned. Running a PII data scan job on multiple Data Sources, or Data Sources with large number of tables and columns may take a long time.
    We recommend running a PII data scan job on Data Sources for specific applications to get quicker results and break down PII data scan into manageable operations.
  • PII data scan jobs are configured per Project and per Project Version.
    We recommend that you create Projects for each group of Data Sources you want to scan.
  • Review the current Classifiers to ensure that they meet your PII requirements.
    Example
    : A mobile network provider wants to identify which data pack is being used by each customer in a location. The mobile network provider creates a seedlist and a classifier with data pack names and imports the classifiers in to CA TDM Portal. For more information about how to import classifiers, refer to Manage Data Classifiers.
  • Ensure that a TDE is a member of the Admin User Group for the required project. The TDE needs to have permissions to perform the following tasks: 
    • Define Connection Profiles and Data Sources 
    • Assign reviewers
    • Import Classifiers in to CA TDM Portal
  • For the required project, create a user group for internal Data Controllers to review and sign off the PII Audit report. Associate the user group with the Report Sign Off function and associate the required users to this user group. For more information about how to create a user group and how to add users to a user group, refer to User and Group Management.
Limitations
Data Discovery and Profiling has the following limitations:
  • PII data scan does not scan BLOB objects inside a data source.
  • Depending on the selected Scan level, PII data scan examines a specific percentage of your environment. For example, if you set the Scan Level to 10%, CA TDM performs a PII data scan on 10% of your environment only with a minimum of at least 10 rows per table. Subsequent scans on the same tables return slightly different results depending on the range of data values that are found in columns and the coverage in the corresponding matching seedlists.