Create a data protection standard

Important 

In Collibra 2024.05, we launched a new user interface (UI) for Collibra Data Intelligence Platform! You can learn more about this latest UI in the UI overview.

Use the following options to see the documentation in the latest UI or in the previous, classic UI:

When creating a data protection standard, you can do one of the following:

  • Create a draft of the standard. This action doesn't start the synchronization (sync), allowing you to work on the standard later. The sync status of a draft standard is Draft.
  • Publish the standard. This action starts the sync, sending the standard to the source. The sync status of a published standard is initially Pending, and it changes to Active if the sync is successful.

Prerequisites

  • You have a global role that has the Protect > Edit or Protect > Administration global permission.
  • You have the Catalog global role. This role is required to view data classifications for selection in a data protection standard.
  • Protect groups are created.

Steps

  1. Open Protect.
  2. Click the Data Protection Standards tab.
  3. Click Create Data Protection Standard.
    The Create Data Protection Standard dialog box appears.The Data Protection Standard dialog box appears.
  4. Enter the required information.
    FieldDescription
    Standard NameNameEnter a name to identify your data protection standard.
    Optional: DescriptionEnter a description for the standard.
    GroupGroupsSelect the groupgroups for the standard.
    Tip You can add more groups by using the plus icon.
    Data Category or Data Classification

    Click Data Category or Data Classification, and then select the data category or data classification that you want to protect.

    Note If the association between the data classification and a column is not yet accepted, the standard ignores the column.

    With (masking option)Masking OptionSelect the masking level that you want to apply to the selected category or classification for protection.
    Tip This field contains the following options:

     

    Tip 
    • The Summary section shows a summary of the standard.

    Image of the Create a Data Protection Standard dialog box

    Image of the Data Protection Standard dialog box

  5. Click Save Standard.
    A message appears stating that the standard is sent to source, and the standard is shown in the table on the Data Protection Standards tab.
  6. Click Create Draft or Publish.