Manage Rules

Requirements:

• Native SDD enabled and turned on

• Immuta permission GOVERNANCE

Create a rule

You can only have one rule per pattern in the framework. If you do not see the pattern for the rule you want to create, then it already has a rule built off of it.

1. Click the Discover icon in the navigation menu and select the Framework tab.

2. Select the framework you want to edit and navigate to the Discovery Rules tab.

3. Click Create New.

4. Select the Tags to apply from the dropdown. The tags you select are the tags applied when the pattern is matched. Note that resulting tags must be under the Discovered parent tag and cannot be parent tags themselves unless they have already been manually applied to a data source.

5. Select the Criteria type from the dropdown. See the overview page for more information about the criteria types.

   1. Competitive pattern analysis is for regex and dictionary patterns.

   2. Column name is for column name patterns.

6. Select the Pattern from the dropdown.

7. Click Create Rule.

Edit a rule

1. Click the Discover icon in the navigation menu and select the Frameworks tab.

2. Select the framework of the rule you want to edit and navigate to the Discovery Rules tab.

3. Select the rule you want to edit.

4. Click Edit.

5. Edit the field you want to change. Note any field shadowed is not editable, and the rule must be deleted and re-created to change them.

6. Click Save.

Delete a rule

Deleting a rule removes the tags once applied by that rule the next time SDD runs on a data source. To delete a rule,

1. Click the Discover icon in the navigation menu and select the Frameworks tab.

2. Select the framework you want to edit and navigate to the Discovery Rules tab.

3. Click the three dot menu in the Action column for the rule you want to delete.

4. Select Remove.

5. Click Confirm.