Classification Policies

Create a Classification Policy

  1. Do one of the following to open the Classification Policy Finder:

  2. Click New to open the Classification Policy Definition panel.

  3. Enter a unique name in the Name box.

  4. Enter a category in the Category box, and a classification in the Classification box. Both are required. Both are used to group and organize data on reports.

  5. Optionally enter a Description.

  6. Click Save.

  7. Optionally enter comments. (These can be entered at any time after the policy has been saved.) See Comments.

  8. Click Edit Rules to define rules (and their associated actions). See Define Classification Policy Rules, below, for detailed instructions.

Modify a Classification Policy

  1. Do one of the following to open the Classification Policy Finder:

  2. Select the classification policy to be modified, and do one of the following:

  3. Type over any of the items in the top portion of the panel, as appropriate.

  4. To modify policy rules, click Edit Rules and see Define Classification Policy Rules, below.

  5. Click Save  to save any changes, and click Done when you are finished.

Clone a Classification Policy

  1. Do one of the following to open the Classification Policy Finder:

  2. Select the classification policy to be cloned, and click the Clone button.

  3. Type over any of the items in the top portion of the panel, as appropriate for the cloned policy. We recommend that you replace the default name for the clone, which is the name of the selected policy prefixed with Copy of.

  4. Click the Save Clone button to save the new classification policy. The policy will be re-displayed in the Classification Policy Definition panel.

  5. See Modify a Classification Policy, above, for instructions on how to change components of the new classification policy definition.

Define Classification Policy Rules

  1. If the Classification Policy Rules panel is not open:

    1. Do one of the following to open the Classification Policy Finder:

    1. Select the classification policy, and click the Edit Rules button.

  2. Use the Classification Policy Rules panel to view or modify classification policy rules. The following table describes how to use the controls on this panel. For a description of how to define each type of classification policy rule, see one of the following topics:

Classification Policy Rules Panel Controls

Control

Description

Add Rule

Click to add a rule. See Add a New Classification Policy Rule, below.

Remove Selected

Click to remove the selected rule

Expand All

Click to expand the definitions of all rules

Collapse All

Click to collapse all expanded definition

Select All

Click to mark the Select checkboxes for all rules

Unselect All

Click to clear the Select checkboxes for all rules

Rule Type:
Rule Name

Each rule is labeled with a number, the rule type and rule name. For example, the second rule above is labeled:

2. Search For Data: SSN Pattern

or

Click to expand or collapse the associated rule definition

Mark to select the associated rule

Click to edit the associated rule

or

Click to add a user comment to the rule definition. See Comments. If the rule already contains comments, a slip of paper displays beneath the push-pin as shown in the pushpin to the right.

or

Click to move the rule up or down in the list of rules.

Cancel

Click to close the panel without saving any changes since the last save.

Done

Click to close the panel without saving any changes since the last save.

Add a New Classification Policy Rule

  1. Click the Add Rule button to open the Classification Rule definition panel.

  2. Enter a Rule Name.

  3. Optionally enter a new Category and/or Classification for the rule. The defaults are taken from the Classification Policy Definition for the policy.

  4. If the next rule in the classification policy should be evaluated after this rule is matched, mark the Continue on Match checkbox. The default is to stop evaluating rules when a rule is matched.

  5. Select a Rule Type. For a new rule, no Rule Type is selected. Once a Rule Type is selected, the panel expands to include the fields needed to define that type of rule. For the specifics of how to define each type of rule, click one of the links below:

  6. Click the New Action button to add an action to be taken when this rule is matched. See Add a Classification Rule Action.

7. Click Accept to add the rule to the policy.

Define a Catalog Search Rule

A catalog search rule searches the database catalog for table and/or column names matching specified patterns. Wildcards are allowed: % for zero to any number of characters, or _ (underscore) for a single character.

  1. In the Table Type row, mark at least one type of table to be searched: Synonym, System Table, Table, or View. (Table is selected by default.)

  2. Optionally enter a specific name or a wildcard based pattern in the Table Name Like box. If omitted, all table names will be selected.

  3. Optionally enter a specific name or a wildcard based pattern in the Column Name Like box. If omitted, all column names will be selected.

  4. Click the Accept button when you are done.

Define a Search by Permissions Rule

A search by permissions rule searches the database catalog for various tables based on permissions granted to users and/or roles.

  1. In the Table Type row, mark at least one type of table to be searched: Synonym, System Table, Table, or View. (Table is selected by default.)

  2. In the Users row, optionally enter a specific user name and/or select a group of users. If both are omitted, all users will be considered. If both are specified, the user name will be merged with the group of user names. You can also click the (Groups) button to open the Group Builder in a separate window, to define a new group of users (which you can then select from the drop-down list).

  3. In the Roles row, optionally enter a specific role name and/or select a group of roles. If both are omitted, all roles will be considered. If both are specified, the role name will be merged with the group of role names. You can also click the  (Groups) button to open the Group Builder in a separate window, to define a new group of roles (which you can then select from the drop-down list).

  4. From the Grant Type list, select one or more types of grants. Use the CTRL and SHIFT keys for multiple selections.

  5. Mark With Admin Option checkbox to include only permissions that are granted with the admin option (which allows that person to grant access).

  6. Click the Accept button.

Define a Search for Data Rule

A search for data rule searches one or more columns for specific data values. Wildcards are allowed: % for zero to any number of characters, or _ (underscore) for a single character.

  1. In the Table Type row, mark at least one type of table to be searched: Synonym, System Table, Table, or View. (Table is selected by default.)

  2. In the Table Name Like row, optionally enter a specific name or a wildcard based pattern. If omitted, all table names will be selected.

  3. In the Data Type row, select one or more data types to search.

  4. Optionally enter a Minimum Length. If omitted, no limit.

  5. Optionally enter a Maximum Length. If omitted, no limit.

  6. In the Search Like box, optionally enter a specific value or a wildcard based pattern. If omitted, all values will be selected.

  7. In the Search Expression box, optionally enter a regular expression to define a pattern to be matched. To test a regular expression, click the (Regex) button to open the Build Regular Expression panel in a separate window. See Regular Expressions in the Common Tools book for instructions.

  8. In the Maximum Rows box, optionally enter a maximum number of rows to sample, per table, when either Search Like or Search Expression is used. Enter zero to scan the entire table, or leave this value blank to use the system default of 1000 rows per table.

  9. Click Accept when you are done.

Define a Search for Unstructured Data Rule

A Search for Unstructured Data rule examines a non-database file.

  1. In the Search Like box, optionally enter a specific value or a wildcard based pattern. If omitted, all values will be selected.

  2. In the Search Expression box, optionally enter a regular expression to define a pattern to be matched. To test a regular expression, click the (Regex) button to open the Build Regular Expression panel in a separate window. See Regular Expressions in the Common Tools book for instructions.

  3. Click Accept when you are done.

Add a Classification Rule Action

  1. After a rule has been saved, click the (Customize) button for that rule to return to the rule definition panel, from which you can add one or more rule actions.

  2. Click the New Action button to open the Action panel.

  3. Enter an Action Name.

  4. Optionally enter a Description.

  5. Select an Action Type from the list. Depending on the action selected, a different set of fields will appear on the panel. For the Ignore and Log Result actions, no additional information is needed. For all other actions (see below), additional fields will appear on the panel, and you will have to enter additional information.

For all other actions, refer to the appropriate topic below:

  1. After actions have been added to the Classification Rule panel, the controls in the table below can be used to modify the actions defined.

  2. Click Accept when you are done working with the rule definition.

Classification Rule Actions Panel Controls

Click to edit the associated action definition

Click to remove the action from the rule definition

or

Click to move the action up or down in the list of actions

Add To Group Of Object-Fields Action

Each time the classification rule is matched, a member will be added to the selected Object-Field group on the appliance. You have the option of replacing all members, or adding new members.

For a database file, the object component of the member will be the database table name, and the field component will be the column name.

For an unstructured data file, the object component of the member will be the file name (in quotes), and the field component will be the column name, but if column names cannot be determined, the columns will be named column1, column2, etc.

  1. Do one of the following:

  2. Optionally mark the Replace Group Content box to completely replace the membership of the selected group with members returned by this rule. By default, this box is not marked, which means that new members will be added to the group, but no members will be deleted. For a job that is run on demand, this box is ignored, and you are given the opportunity to add or replace members on the view results panel.

  3. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.

Add To Group Of Objects Action

Each time the classification rule is matched, a member will be added to the selected Object group on the appliance.

For a database file type, the member will be the database table name. For an unstructured file type, the member name will be the file name.

You have the option of replacing all entries, or only adding new entries.

  1. Do one of the following:

  2. Optionally mark the Replace Group Content box to completely replace the membership of the selected group with members returned by this rule. By default, this box is not marked, which means that new members will be added to the group, but no members will be deleted. For a job that is run on demand, this box is ignored, and you are given the opportunity to add or replace members on the view results panel.

  3. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.

Create Access Rule Action

Each time the classification rule is matched, an access rule will be inserted into an existing security policy definition. The updated security policy will not be installed (that task is performed separately, usually by a Guardium administrator).

  1. Select an Access Policy from the list. You must be authorized to access that policy.

  2. Enter a rule name in the Rule Description box.

  3. Select an action from the Access Rule Action list. For a detailed description of Access Rule actions, see Rule Actions in the Policies topic.

  4. Optionally select a Commands Group, or click the (Groups) button, define a new Commands group using the Group Builder (see Groups), and then select that Commands group from the list.

  5. To log field values separately, mark the Include Field checkbox. Otherwise, only the table will be recorded (the default).

  6. To include the server IP address, mark the Include Server IP checkbox.

  7. If you have selected an alerting action, a Receiver row appears on the panel, and you must add at least one receiver for the alert. Click the Modify Receivers button to add one or more receivers. (See Notifications in the Common Tools book.)

  8. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.

Create Privacy Set Action

Each time the classification rule is matched, the selected privacy set's object-field list will be replaced.

For a database file, the object component of the privacy set will be the database table name, and the field component will be the column name.

For an unstructured data file, the object component of the privacy set will be the file name (in quotes), and the field component will be the column name, but if column names cannot be determined, the columns will be named column1, column2, etc.

  1. Select the previously defined Privacy Set whose contents you want to replace.

  2. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.

Log Policy Violation Action

Each time the classification rule is matched, a policy violation will be logged. This means that classification policy violations will be logged (and can be reported) together with access policy violations (and optionally correlation alerts) that may have been produced.

  1. Select a Severity code from the list.

  2. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.

Send Alert Action

Each time the classification rule is matched, an alert will be sent.

  1. Select a Notification Type code from the list.

  2. Click the Modify Receivers button to add one or more receivers. (See Notifications in the Common Tools book.)

  3. Click the Accept button to add the action to the rule definition, close the Action panel, and return to the rule definition panel.