Producing a specification

The specifications provide the ability to define the way in which sensitive data will be masked.

Table of contents
Creating a specification from scratch
Creating a specification from rules

There are two ways to produce a specification:

  • by defining each specification table, column, fundamental data, and masking algorithm separately, or
  • by exporting rules to specification.

The created specification is always in the Draft status. Changes such as:

  • creation of tables,
  • creation of columns,
  • creation of fundamental data,
  • creation of masking algorithms,
    can be made and all to define exactly what and how to mask.

The specification tables define which database tables should be masked, truncated or left intact.
The specification columns are used to define specific fundamental data and masking algorithm for each column.
The fundamental data represents basic types of data that can be used in specification columns.
The masking algorithms allow for further refinement of fundamental data that can be used in specification columns.

Once the specification is completed, it can be released, which means that changes will no longer be allowed to be made to it, but it will be possible to create a new version of that specification or copy it.

Creating a specification is not a mandatory step, but it is highly recommended to have a released specification, which is considered a basic document to start defining the masking process.

Creating a specification from scratch

To start working with specifications, open the project's dashboard, on the Specifications panel, click the gear button.

Manage specifications

To create a specification, click the plus button in the upper-right corner.

New specification

Enter the Name and save.

Create specification

The created specification is in status Draft and is ready for editing.

To start working with the specification tables, on the specification's dashboard, on the Specification tables panel, click the gear button.

Specification

To create a specification table, click plus button in the upper-right corner.

New specification table

Define specification table scope and save.

Create specification table

Created specification tables are a list of tables that must be in a data model that is going to be used in BizDataX Designer.

Specification tables

Once the specification tables are created, work with specification columns can be started.
To start working with the specification columns, on the specification's dashboard, on the Specification columns panel, click the gear button.

Manage specification columns

To create a specification column, click the plus button in the upper-right corner.

New specification column

Define specification column scope and save.

Create specification column

Created specification columns are a list of columns that must be in a data model that is going to be used in BizDataX Designer.

Specification columns

In order for the specification to be released, it is necessary to assign fundamental data (what to mask) and masking algorithms (how to mask) to the specification columns.

To start working with the fundamental data, on the specification's dashboard, on the Fundamental data panel, click the gear button.

Manage fundamental data

To create fundamental data, click the plus button in the upper-right corner.

New fundamental data

Enter the Name and save.

Create fundamental data

Fundamental data must have related masking algorithms.

Fundamental data

To start working with the masking algorithms, on the specification's dashboard on the Masking algorithms panel, click the gear button.

Manage masking algorithms

To create a masking algorithm, click the plus button in the upper-right corner.

New masking algorithm

Enter the Name, select previously created fundamental data and save.

Create masking algorithm

Created fundamental data and masking algorithm are ready to be assigned to specification columns.

Masking algorithms

To assign created fundamental data and masking algorithm to existing specification columns, on the specification's dashboard, on Specification columns panel, click gear button and edit each column to have fundamental data and masking algorithm.

Edit specification columns

The specification is ready for release. To release the specification, click the button in the upper-right corner.

Release specification

The specification is released. Creating a masking flow can begin.

Released specification

Creating a specification from rules

Creating a specification from rules is another way of creating a specification from scratch or an update to an existing specification, by exporting rules' findings into a specification's tables, columns, fundamental data, and masking algorithms.

To create a new specification from rules, open project's dashboard and on the Discovery rules panel, click the gear button.

Manage discovery rules for specification

To export rules to specification, click the button in the upper-right corner that opens a 3-step wizard.

Export rules to specification

In the first step, select the discovery rules whose sensitive findings you want to export to the specification.

Select rules

In the second step, define whether it is necessary to create a new specification or update an existing one. Select a new specification.

Define options

In the last step, do the final check what is actually going to be exported: the table becomes a specification table, the column becomes a specification column, the fundamental data from rule becomes fundamental data, the note is from finding.

Export to specification

The specification is created and ready for editing.

Specification from rules

Masking algorithms need to be manually created and along with fundamental data assign to specification columns.

Specification from rules dashboard

The rest of the process is the same as described in the chapter above.