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→Adding Policy Field Set to Custom Fields
This gives you the ability to create data categories policy field sets and assign them to custom fields across your instance.
You can then create security policies and attach them to data classes your policy field sets in order to control the visibility of field data across the entire instance.
This makes it easy for you to apply data access policies at a global level, for example if you have data sensitivity classes that apply across entire field sets.
These policies apply at the lowest level of security , such that no matter where data is accessed from --whether it's the object itself, a list view, or a report --the visibility of data will be controlled according to each fields field's categorization and policy and the end user's access level.
==Configuration - Essentials==The process of configuring the Data Categories Policy Field Sets and Policies involves the following steps . . . * Creating Data Categories Policy Field Sets
* Creating Data Policies
* Linking Data Categories Policy Field Sets and Policies* Adding Data Category Policy Field Set to Custom Fields
=== Creating Data CategoriesPolicy Field Sets===
* Go to [[Global Settings]] - Security tab.
* Click on the Data Categories Policy Field Sets link. You will be brought to the Data Category Policy Field Set Settings page.* Click on the "New Data CategoryPolicy Field Set" button. * You will be brought to the New Data Category Policy Field Set Settings page, which consists of the following settings:**ID: unique ID automatically generated on Save**Category Name: name used to identify the category policy field set**Description: description for the category field set**Category Type: select either Security or Prediction Data Retention**Data Mask
[[Image:DataCategory1PolicyFieldSet001.pngPNG|1100px|border]]
* Populate the settings and click Save. * The Data Category Policy Field Set Settings page refreshes and exposes 2 3 additional tabs:** Standard Fields** Custom Fields
** Linked Policies
[[Image:DataCategory2PolicyFieldSet002.pngPNG|1100px|border]]
NOTE: If you return to the Data Category Policy Field Set Settings page then the category the field set will be listed, with an Edit button to allow updates to be made.
===Creating Data Policies===
* Go to [[Global Settings]] - Security tab.
* Click on the Data Policies link. You will be brought to the Data Policy Settings page.
* Click on the "New Data Policy" button.
* You will be brought to the New Data Policy Settings page, which consists of the following settings:
**ID: unique ID automatically generated on Save**Name: name used to identify the policy**Description: description for the policy **Policy Type: select either Security or Prediction or Data Retention**Include Roles: lookup to select the roles that the * Additional settings will be exposed upon selecting a policy should apply fortype**Exclude Include Roles: lookup to select the roles that the policy should not apply for [[Image:DataPolicy001.PNG|1100px|border]]
* Populate the settings and click Save.
* The Policy Field Set Settings page refreshes and the Linked Policy Field Sets tab is also exposed
NOTE: If you return to the Data Policy Settings page then the category will be listed, with an Edit button to allow updates to be made.
The functionality for both tabs is the same and is as follows:
===Adding Policy Field Set to Custom Fields===Go to the Data Category Policy Field Set tab, which is available against all Custom Fields settings pages(and specific Standard Fields for Users), and start typing the name of the Data Category Policy Field Set into the Ajax lookup field. Selected from the returned results.
[[Image:DataCategory3CustomFieldPolicy001.pngPNG|1100px|border]]
The policy/category will now be listed under the Linked Policy Field Set tab.
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[[Category:System Management]][[Category:Custom Fields]][[Category:Security]]