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2024.3
  • Immuta Documentation - 2024.3
  • What is Immuta?
  • Self-Managed Deployment
    • Requirements
    • Install
      • Managed Public Cloud
      • Red Hat OpenShift
    • Upgrade
      • Migrating to the New Helm Chart
      • Upgrading (IEHC)
      • Upgrading (IHC)
    • Guides
      • Ingress Configuration
      • TLS Configuration
      • Cosign Verification
      • Production Best Practices
      • Rotating Credentials
      • External Cache Configuration
      • Enabling Legacy Query Engine and Fingerprint
      • Private Container Registries
      • Air-Gapped Environments
    • Disaster Recovery
    • Troubleshooting
    • Conventions
  • Integrations
    • Immuta Integrations
    • Snowflake
      • Getting Started
      • How-to Guides
        • Configure a Snowflake Integration
        • Snowflake Table Grants Migration
        • Edit or Remove Your Snowflake Integration
        • Integration Settings
          • Enable Snowflake Table Grants
          • Use Snowflake Data Sharing with Immuta
          • Configure Snowflake Lineage Tag Propagation
          • Enable Snowflake Low Row Access Policy Mode
            • Upgrade Snowflake Low Row Access Policy Mode
      • Reference Guides
        • Snowflake Integration
        • Snowflake Data Sharing
        • Snowflake Lineage Tag Propagation
        • Snowflake Low Row Access Policy Mode
        • Snowflake Table Grants
        • Warehouse Sizing Recommendations
      • Phased Snowflake Onboarding Concept Guide
    • Databricks Unity Catalog
      • Getting Started
      • How-to Guides
        • Configure a Databricks Unity Catalog Integration
        • Migrate to Unity Catalog
      • Databricks Unity Catalog Integration Reference Guide
    • Databricks Spark
      • How-to Guides
        • Configuration
          • Simplified Databricks Spark Configuration
          • Manual Databricks Spark Configuration
          • Manually Update Your Databricks Cluster
          • Install a Trusted Library
        • DBFS Access
        • Limited Enforcement in Databricks Spark
        • Hide the Immuta Database in Databricks
        • Run spark-submit Jobs on Databricks
        • Configure Project UDFs Cache Settings
        • External Metastores
      • Reference Guides
        • Databricks Spark Integration
        • Databricks Spark Pre-Configuration Details
        • Configuration Settings
          • Databricks Spark Cluster Policies
            • Python & SQL
            • Python & SQL & R
            • Python & SQL & R with Library Support
            • Scala
            • Sparklyr
          • Environment Variables
          • Ephemeral Overrides
          • Py4j Security Error
          • Scala Cluster Security Details
          • Databricks Security Configuration for Performance
        • Databricks Change Data Feed
        • Databricks Libraries Introduction
        • Delta Lake API
        • Spark Direct File Reads
        • Databricks Metastore Magic
    • Starburst (Trino)
      • Getting Started
      • How-to Guides
        • Configure Starburst (Trino) Integration
        • Customize Read and Write Access Policies for Starburst (Trino)
      • Starburst (Trino) Integration Reference Guide
    • Redshift
      • Getting Started
      • How-to Guides
        • Configure Redshift Integration
        • Configure Redshift Spectrum
      • Reference Guides
        • Redshift Integration
        • Redshift Pre-Configuration Details
    • Azure Synapse Analytics
      • Getting Started
      • Configure Azure Synapse Analytics Integration
      • Reference Guides
        • Azure Synapse Analytics Integration
        • Azure Synapse Analytics Pre-Configuration Details
    • Amazon S3
    • Google BigQuery
    • Legacy Integrations
      • Securing Hive and Impala Without Sentry
      • Enabling ImmutaGroupsMapping
    • Catalogs
      • Getting Started with External Catalogs
      • Configure an External Catalog
      • Reference Guides
        • External Catalogs
        • Custom REST Catalogs
          • Custom REST Catalog Interface Endpoints
  • Data
    • Registering Metadata
      • Data Sources in Immuta
      • Register Data Sources
        • Create a Data Source
        • Create an Amazon S3 Data Source
        • Create a Google BigQuery Data Source
        • Bulk Create Snowflake Data Sources
      • Data Source Settings
        • How-to Guides
          • Manage Data Sources and Data Source Settings
          • Manage Data Source Members
          • Manage Access Requests and Tasks
          • Manage Data Dictionary Descriptions
          • Disable Immuta from Sampling Raw Data
        • Data Source Health Checks Reference Guide
      • Schema Monitoring
        • How-to Guides
          • Run Schema Monitoring and Column Detection Jobs
          • Manage Schema Monitoring
        • Reference Guides
          • Schema Monitoring
          • Schema Projects
        • Why Use Schema Monitoring?
    • Domains
      • Getting Started with Domains
      • Domains Reference Guide
    • Tags
      • How-to Guides
        • Create and Manage Tags
        • Add Tags to Data Sources and Projects
      • Tags Reference Guide
  • People
    • Getting Started
    • Identity Managers (IAMs)
      • How-to Guides
        • Okta LDAP Interface
        • OpenID Connect
          • OpenID Connect Protocol
          • Okta and OpenID Connect
          • OneLogin with OpenID
        • SAML
          • SAML Protocol
          • Microsoft Entra ID
          • Okta SAML SCIM
      • Reference Guides
        • Identity Managers
        • SAML Single Logout
        • SAML Protocol Configuration Options
    • Immuta Users
      • How-to Guides
        • Managing Personas and Permissions
        • Manage Attributes and Groups
        • User Impersonation
        • External User ID Mapping
        • External User Info Endpoint
      • Reference Guides
        • Attributes and Groups in Immuta
        • Permissions and Personas
  • Discover Your Data
    • Getting Started with Discover
    • Introduction
    • Data Discovery
      • How-to Guides
        • Enable Sensitive Data Discovery (SDD)
        • Manage Identification Frameworks
        • Manage Identifiers
        • Run and Manage SDD on Data Sources
        • Manage Sensitive Data Discovery Settings
        • Migrate From Legacy to Native SDD
      • Reference Guides
        • How Competitive Criteria Analysis Works
        • Built-in Identifier Reference
        • Built-in Discovered Tags Reference
    • Data Classification
      • How-to Guides
        • Activate Classification Frameworks
        • Adjust Identification and Classification Framework Tags
        • How to Use a Built-In Classification Framework with Your Own Tags
      • Built-in Classification Frameworks Reference Guide
  • Detect Your Activity
    • Getting Started with Detect
      • Monitor and Secure Sensitive Data Platform Query Activity
        • User Identity Best Practices
        • Integration Architecture
        • Snowflake Roles Best Practices
        • Register Data Sources
        • Automate Entity and Sensitivity Discovery
        • Detect with Discover: Onboarding Guide
        • Using Immuta Detect
      • General Immuta Configuration
        • User Identity Best Practices
        • Integration Architecture
        • Databricks Roles Best Practices
        • Register Data Sources
    • Introduction
    • Audit
      • How-to Guides
        • Export Audit Logs to S3
        • Export Audit Logs to ADLS
        • Run Governance Reports
      • Reference Guides
        • Universal Audit Model (UAM)
          • UAM Schema
        • Query Audit Logs
          • Snowflake Query Audit Logs
          • Databricks Unity Catalog Query Audit Logs
          • Databricks Spark Query Audit Logs
          • Starburst (Trino) Query Audit Logs
        • Audit Export GraphQL Reference Guide
        • Governance Report Types
        • Unknown Users in Audit Logs
      • Deprecated Audit Guides
        • Legacy to UAM Migration
        • Download Audit Logs
        • System Audit Logs
    • Dashboards
      • Use the Detect Dashboards How-To Guide
      • Detect Dashboards Reference Guide
    • Monitors
      • Manage Monitors and Observations
      • Detect Monitors Reference Guide
  • Secure Your Data
    • Getting Started with Secure
      • Automate Data Access Control Decisions
        • The Two Paths: Orchestrated RBAC and ABAC
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
        • Test and Deploy Policy
      • Compliantly Open More Sensitive Data for ML and Analytics
        • Managing User Metadata
        • Managing Data Metadata
        • Author Policy
      • Federated Governance for Data Mesh and Self-Serve Data Access
        • Defining Domains
        • Managing Data Products
        • Managing Data Metadata
        • Apply Federated Governance
        • Discover and Subscribe to Data Products
    • Introduction
      • Scalability and Evolvability
      • Understandability
      • Distributed Stewardship
      • Consistency
      • Availability of Data
    • Authoring Policies in Secure
      • Authoring Policies at Scale
      • Data Engineering with Limited Policy Downtime
      • Subscription Policies
        • How-to Guides
          • Author a Subscription Policy
          • Author an ABAC Subscription Policy
          • Subscription Policies Advanced DSL Guide
          • Author a Restricted Subscription Policy
          • Clone, Activate, or Stage a Global Policy
        • Reference Guides
          • Subscription Policies
          • Subscription Policy Access Types
          • Advanced Use of Special Functions
      • Data Policies
        • Overview
        • How-to Guides
          • Author a Masking Data Policy
          • Author a Minimization Policy
          • Author a Purpose-Based Restriction Policy
          • Author a Restricted Data Policy
          • Author a Row-Level Policy
          • Author a Time-Based Restriction Policy
          • Certifications Exemptions and Diffs
          • External Masking Interface
        • Reference Guides
          • Data Policy Types
          • Masking Policies
          • Row-Level Policies
          • Custom WHERE Clause Functions
          • Data Policy Conflicts and Fallback
          • Custom Data Policy Certifications
          • Orchestrated Masking Policies
    • Projects and Purpose-Based Access Control
      • Projects and Purpose Controls
        • Getting Started
        • How-to Guides
          • Create a Project
          • Create and Manage Purposes
          • Adjust a Policy
          • Project Management
            • Manage Projects and Project Settings
            • Manage Project Data Sources
            • Manage Project Members
        • Reference Guides
          • Projects and Purposes
          • Policy Adjustments
        • Why Use Purposes?
      • Equalized Access
        • Manage Project Equalization
        • Project Equalization Reference Guide
        • Why Use Project Equalization?
      • Masked Joins
        • Enable Masked Joins
        • Why Use Masked Joins?
      • Writing to Projects
        • How-to Guides
          • Create and Manage Snowflake Project Workspaces
          • Create and Manage Databricks Spark Project Workspaces
          • Write Data to the Workspace
        • Reference Guides
          • Project Workspaces
          • Project UDFs (Databricks)
    • Data Consumers
      • Subscribe to a Data Source
      • Query Data
        • Querying Snowflake Data
        • Querying Databricks Data
        • Querying Databricks SQL Data
        • Querying Starburst (Trino) Data
        • Querying Redshift Data
        • Querying Azure Synapse Analytics Data
      • Subscribe to Projects
  • Application Settings
    • How-to Guides
      • App Settings
      • BI Tools
        • BI Tool Configuration Recommendations
        • Power BI Configuration Example
        • Tableau Configuration Example
      • Add a License Key
      • Add ODBC Drivers
      • Manage Encryption Keys
      • System Status Bundle
    • Reference Guides
      • Data Processing, Encryption, and Masking Practices
      • Metadata Ingestion
  • Releases
    • Immuta v2024.3 Release Notes
    • Immuta Release Lifecycle
    • Immuta LTS Changelog
    • Immuta Support Matrix Overview
    • Immuta CLI Release Notes
    • Immuta Image Digests
    • Preview Features
      • Features in Preview
    • Deprecations
  • Developer Guides
    • The Immuta CLI
      • Install and Configure the Immuta CLI
      • Manage Your Immuta Tenant
      • Manage Data Sources
      • Manage Sensitive Data Discovery
        • Manage Sensitive Data Discovery Rules
        • Manage Identification Frameworks
        • Run Sensitive Data Discovery on Data Sources
      • Manage Policies
      • Manage Projects
      • Manage Purposes
      • Manage Audit
    • The Immuta API
      • Integrations API
        • Getting Started
        • How-to Guides
          • Configure an Amazon S3 Integration
          • Configure an Azure Synapse Analytics Integration
          • Configure a Databricks Unity Catalog Integration
          • Configure a Google BigQuery Integration
          • Configure a Redshift Integration
          • Configure a Snowflake Integration
          • Configure a Starburst (Trino) Integration
        • Reference Guides
          • Integrations API Endpoints
          • Integration Configuration Payload
          • Response Schema
          • HTTP Status Codes and Error Messages
      • Immuta V2 API
        • Data Source Payload Attribute Details
        • Data Source Request Payload Examples
        • Create Policies API Examples
        • Create Projects API Examples
        • Create Purposes API Examples
      • Immuta V1 API
        • Authenticate with the API
        • Configure Your Instance of Immuta
          • Get Fingerprint Status
          • Get Job Status
          • Manage Frameworks
          • Manage IAMs
          • Manage Licenses
          • Manage Notifications
          • Manage Sensitive Data Discovery (SDD)
          • Manage Tags
          • Manage Webhooks
          • Search Filters
        • Connect Your Data
          • Create and Manage an Amazon S3 Data Source
          • Create an Azure Synapse Analytics Data Source
          • Create an Azure Blob Storage Data Source
          • Create a Databricks Data Source
          • Create a Presto Data Source
          • Create a Redshift Data Source
          • Create a Snowflake Data Source
          • Create a Starburst (Trino) Data Source
          • Manage the Data Dictionary
        • Manage Data Access
          • Manage Access Requests
          • Manage Data and Subscription Policies
          • Manage Domains
          • Manage Write Policies
            • Write Policies Payloads and Response Schema Reference Guide
          • Policy Handler Objects
          • Search Audit Logs
          • Search Connection Strings
          • Search for Organizations
          • Search Schemas
        • Subscribe to and Manage Data Sources
        • Manage Projects and Purposes
          • Manage Projects
          • Manage Purposes
        • Generate Governance Reports
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  • 2024.2

Copyright © 2014-2024 Immuta Inc. All rights reserved.

On this page
  • Challenge and goals
  • How does it work?
  • Scalability through in-platform processing
  • Data residency compliance by design
  • Improved security and simplicity through agentless scanning
  • Cross-platform consistency
  • Granular query-level classification
  • Highly accurate and actionable metadata
  • Components of Discover

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  1. Discover Your Data

Introduction

Immuta allows you to automate discovering and tagging data across your data platform. Tagging is critical for two reasons:

  • It allows you to define data sensitivity, which in turn allows you to monitor where you have potential data security issues and gaps in your security posture.

  • It allows you to abstract your physical structure from your access policy logic. For example, you can build access policies like mask all columns tagged Person Name (where Person Name was auto-tagged by Discover) rather than much less scalable policies that must be knowledgeable of your physical layers like mask column x in database y in data platform z.

Challenge and goals

Today’s sensitive data discovery tools give you a shallow overview of your data corpus across a long list of platforms. They give you pointers on where you have sensitive data without the granularity to drive your column- or row-level access controls. They help you understand what data you possess according to a regulatory framework, like HIPAA or PCI, but without the details needed to automate your audits or compliance reporting. Knowing that you need to drive east to west on a road map from New York to California is helpful but ultimately insufficient to get you from a specific location to another.

Existing tools promise a high degree of automation, yet their many false positives result in painful manual work that never stops. Although data gets scanned automatically, performance breaks down at scale, or you manually need to fine-tune the computing resources of the scanners. Last but not least, your security team objects to the agent-based processing that requires taking data out of your data platform, and the associated data residency concerns may give you pause.

At Immuta, we believe that data security should not be painful. We believe that you can innovate and move quickly, while at the same time protecting your data and adhering to your internal policies and external regulations. Technology and automation allow you to make the right trade-off decisions quickly. It all starts with highly accurate and actionable metadata. If you trust your metadata and if it’s actionable, you can leverage it to automatically grant access to data, mask sensitive information, and automate your audit reporting.

Immuta Discover was built to tackle those challenges and address them through a unique architecture that was designed in collaboration with the largest financial institutions, healthcare companies, and government agencies in the world. The cloud and AI paradigm requires a fundamentally different approach. You must assume that your data is dynamic, unique, and collected in a multitude of different geographies and legal jurisdictions. Immuta Discover is built for this new world and its specific demands.

How does it work?

Scalability through in-platform processing

Identifying and classifying data requires analyzing and looking at the data - there’s no way around it. Immuta Discover does all the analysis and processing inside the remote technology. It takes advantage of those platforms’ inherent scalability to enable you to analyze large amounts of data quickly, efficiently, and without the need for separate resource optimization for containers or virtual machines.

Data residency compliance by design

By processing data directly inside the data platform, Immuta Discover automatically adheres to data residency and locality requirements. If you run your data warehouse or lake globally - across North America, the European Union, and Asia - Immuta processes the data in the region where your data is stored. No data ever leaves the data platform, and it will never move across different cloud regions.

Improved security and simplicity through agentless scanning

In-platform processing greatly reduces risk and improves your data security posture. Provisioning agents, whether they’re in a container, virtual machine, or Amazon Machine Image (AMI), create complexity and an unnecessary security risk. Not only can those agents become compromised, but their misconfiguration might lead to data leaks to other parts of your cloud infrastructure. An agentless approach can better leverage data platform optimizations to process data instead of transferring it out to re-optimize and analyze. This simplifies operations and increases efficiency for your infrastructure teams.

Cross-platform consistency

The advantages of in-platform processing are abundant, but implementing it across a multitude of platforms is challenging. Immuta helps bypass the obstacles by doing all the heavy lifting for you and building in specific implementations for each technology. Although all those implementations are ultimately different, Immuta abstracts the results to one standardized taxonomy, so you can have consistently accurate and granular metadata across all your data stores.

Granular query-level classification

Immuta Discover classifies data on a column level and instantaneously identifies schema changes. Only with that level of granularity and automation can you adhere to your audit requirements and understand what actions have been taken on your data. For example, if non-sensitive data is joined with sensitive data at query time, Immuta Discover will monitor and record that for your review. Continuous schema monitoring ensures schema changes never result in holes in your access controls and data security posture.

Highly accurate and actionable metadata

Trust in your metadata is critical for data security.

To unblock your data consumers, you need to automate your data access controls; this requires trusting that your classification and metadata are accurate and actionable. Immuta Discover provides you with highly accurate metadata and tags out-of-the-box and assists you in fine-tuning the classification mechanism to deal with false positives quickly. That enables you to build policies that dynamically grant or restrict access to protected data (like PHI or PII) depending on who is accessing it and what protections you want to apply.

Components of Discover

Immuta Discover works in three phases: identification, categorization, and classification.

  1. Identification: In this first phase, data is identified by its kind – for example, a name or an age. This identification can be manually performed, externally provided by a catalog, or automatically determined by Immuta Discover through column-level analysis of patterns.

  2. Categorization: In the second phase, data is categorized in the context of where it appears, subject to any active data compliance or security frameworks. For example, a record occurring in a clinical context containing both a name and individual health data is protected health information (PHI) under HIPAA.

    While every phase can and should be customized, for categorization Immuta provides a bundle of default frameworks. The generic Data Security Framework provides the base for the specific frameworks and gives fine-grained categorization of your data into a consistent set of security and compliance concepts. This categorization of data helps to understand the context it is in, including information like whether or not a record pertains to an individual, the composition and kinds of identifiers present, the data subject, whether the data belongs to any controlled data categories under certain legislation, etc.

    The categorization provided by the Immuta classification frameworks may be used out-of-the-box; however, they are best leveraged as a starting point for purpose-built compliance frameworks implementing organization-specific compliance categories.

  3. Classification: In the third and final phase, data is classified according to its sensitivity level (e.g., Customer Financial Data is Highly Sensitive) and the risk associated to the data subject. Immuta supplies sensitivity level defaults in Detect and risk assessment default tags based on standard industry practice. However, customers are free to customize the assignments under their respective views.

PreviousGetting Started with DiscoverNextData Discovery

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