The process of configuring the Data Categories and Policies involves the following steps . . .
* Creating Data Categories and * Creating Data Policies
* Linking Data Categories and Policies
* Adding Data Category to Custom Fields
=== Creating Data Categories and Policies ===
The links * Go to begin configuring [[Global Settings]] - Security tab.* Click on the Data Categories link. You will be brought to the Data Category Settings page.* Click on the "New Data Category" button. * You will be brought to the New Data Category Settings page, which consists of the following settings:**ID: unique ID automatically generated on Save**Category Name: name used to identify the category **Description: description for the category **Category Type: select either Security or Prediction **Data Mask [[Image:DataCategory1.png]] * Populate the settings and click Save. * The Data Category Settings page refreshes and exposes 2 additional tabs:** Linked Policies are available from ** Custom Fields [[Image:DataCategory2.png]] NOTE: If you return to the Data Category Settings page then the category 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 **Include Roles: lookup to select the roles that the policy should apply for**Exclude Roles: lookup to select the roles that the policy should not apply for [[Image:DataPolicy1.png]] * Populate the settings and click Save. * The Data Policy Settings page refreshes and exposes the Action field, with the following 4 options:**Edit**Read**Delete**Forbidden [[Image:DataPolicy2.png]] The Linked Policies 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.
