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Best practice: write global policies
Build global policies with tags instead of writing local policies to manage data access. This practice will prevent you from having to write or rewrite single policies for every data source added to Immuta.
Determine your policy scope:
Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.
Select Mask from the first dropdown menu.
Select columns tagged, columns with any tag, columns with no tags, all columns, or columns with names spelled like.
Select a masking type:
using a constant: Enter a constant in the field that appears next to the masking type dropdown.
Enter a regular expression and replacement value in the fields that appear next to the masking type dropdown.
From the next dropdown, choose to make the regex Case Insensitive and/or Global.
Select using fingerprint or specifying the bucket from the subsequent dropdown menu.
If specifying the bucket, select the Bucket Type and then enter the bucket size.
Note: If you choose by rounding as your masking type, the statistics of the data fingerprint will autogenerate the bucket size when the policy is applied to a data source.
with K-Anonymization: Select either using fingerprint or requiring group size of at least and enter a group size in the subsequent dropdown menu.
using the custom function: Enter the custom function native to the underlying database.
Note: The function must be valid for the data type of the column. If it is not, the default masking type will be applied to the column.
Select everyone except, everyone, or everyone who to continue the condition.
everyone except: In the subsequent dropdown menus, choose is a member of group, possesses attribute, or is acting under purpose. Complete the condition with the subsequent dropdown menus.
for everyone who: Complete the Otherwise clause. You can add more than one condition by selecting + Add Another Condition. The dropdown menu in the policy builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.
Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.
For global policies: Click the dropdown menu beneath Where should this policy be applied and select When selected by data owners, On all data sources, or On data sources. If you selected On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.
This step is optional, but data governors can add certifications that outline acknowledgements or require approvals from data owners. For example, data governors could add a custom certification that states that data owners must verify that tags have been added correctly to their data sources before certifying the policy.
Click Add Certification in the data policy builder.
Enter a Certification Label and Certification Text in the corresponding fields of the dialog that appears.
Click Save.
Requirement and prerequisite:
CREATE_DATA_SOURCE or GOVERNANCE Immuta permission
Determine your policy scope:
Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.
Select Limit usage to purpose(s) in the first dropdown menu.
In the next field, select a specific purpose that you would like to restrict usage of this data source to or ANY PURPOSE. You can add more than one condition by selecting + Add Another Condition. The dropdown menu in the policy builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.
Select for everyone or for everyone except. If you select for everyone except, you must select conditions that will drive the policy such as group, purpose, or attribute.
Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.
For global policies: Click the dropdown menu beneath Where should this policy be applied, and select On all data sources, On data sources, or When selected by data owners. If you select On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.
Create a project: To restrict access to data and associate your data source with a purpose, create a project and add the purpose and relevant data sources to the project.
Data owners who are not governors can write restricted subscription and data policies, which allow them to enforce policies on multiple data sources simultaneously, eliminating the need to write redundant local policies.
Unlike global policies, the application of these policies is restricted to the data sources owned by the users or groups specified in the policy and will change as users' ownerships change.
Click Policies in the left sidebar and select Data Policies.
Click Add Policy and complete the Enter Name field.
Select how the policy should protect the data. Click a link below for instructions on building that specific data policy:
Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.
From the Where should this policy be applied dropdown menu, select When selected by data owners, On all data sources, or On data sources. If you selected On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Beneath Whose Data Sources should this policy be restricted to, add users or groups to the policy restriction by typing in the text fields and selecting from the dropdown menus that appear.
Click Create Policy, and then click Activate Policy or Stage Policy.
Determine your policy scope:
Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.
Select Only show data by time from the first dropdown.
Select where data is more recent than or older than from the next dropdown, and then enter the number of minutes, hours, days, or years that you would like to restrict the data source to. Note that unlike many other policies, there is no field to select a column to drive the policy. This type of policy will be driven by the data source's event-time column, which is selected at data source creation.
Choose for everyone, everyone except, or for everyone who to drive the policy. If you choose for everyone except, use the subsequent dropdown to choose the group, purpose, or attribute for your condition. If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.
Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.
For global policies: Click the dropdown menu beneath Where should this policy be applied, and select On all data sources, On data sources, or When selected by data owners. If you select On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.
To manage and apply existing policies to data sources, a user must have either the CREATE_DATA_SOURCE Immuta permission or be manually assigned the owner role on a data source.
After a policy with a certification requirement is applied to a data source, data owners will receive a notification indicating that they need to certify the policy.
Navigate to the Policies tab of the affected data source, and review the policy in the Data Policies section.
Click Certify Policy.
In the Policy Certification modal, click Sign and Certify.
Once you have a data policy in effect, you can view the changes in your policies by clicking the Policy Diff button in the data policies section on a data source's policies tab.
The Policy Diff button displays previous policies and the current policy applied to the data source.
Determine your policy scope:
Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.
Select Minimize data source from the first dropdown.
Complete the enter percentage field to limit the amount of data returned at query-time.
Select for everyone except from the next dropdown menu to continue the condition. Additional options include for everyone and for everyone who.
Use the next field to choose the attribute, group, or purpose that you will match values against.
Notes:
If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.
You can add more than one condition by selecting + Add Another Condition. The dropdown menu in the far right of the Policy Builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.
Opt to complete the Enter Rationale for Policy (Optional), and then click Add.
For global policies: Click the dropdown menu beneath Where should this policy be applied, and select On all data sources, On data sources, or When selected by data owners. If you select On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.
Determine your policy scope:
Global policy: Click the Policies page icon in the left sidebar and select the Data Policies tab. Click Add Policy and enter a name for your policy.
Local policy: Navigate to a specific data source and click the Policies tab. Scroll to the Data Policies section and click Add Policy.
Select the Only show rows action from the first dropdown.
Choose one of the following policy conditions:
Where user
Choose the condition that will drive the policy from the next dropdown: is a member of a group or possesses an attribute.
Use the next field to choose the attribute, group, or purpose that you will match values against.
Use the next dropdown menu to choose the tag that will drive this policy. You can add more than one condition by selecting + Add Another Condition. The dropdown menu in the far right of the policy builder contains conjunctions for your policy. If you select or, only one of your conditions must apply to a user for them to see the data. If you select and, all of the conditions must apply.
Where the value in the column tagged
Select the tag from the next dropdown menu.
From the subsequent dropdown, choose is or is not in the list, and then enter a list of comma-separated values.
Where
Enter a valid SQL WHERE clause in the subsequent field. When you place your cursor in this field, a tooltip details valid input and the column names of your data source. See Custom WHERE Clause Functions for more information about specific functions.
Never
The never condition blocks all access to the data source.
Choose the condition that will drive the policy from the next dropdown: for everyone, for everyone except, or for everyone who.
Select the condition that will further define the policy: is a member of group, is acting under a purpose, or possesses attribute.
Use the next field to choose the group, purpose, or attribute that you will match values against.
Choose for everyone, everyone except, or for everyone who to drive the policy. If you choose for everyone except, use the subsequent dropdown to choose the group, purpose, or attribute for your condition. If you choose for everyone who as a condition, complete the Otherwise clause before continuing to the next step.
Opt to complete the Enter Rationale for Policy (Optional) field, and then click Add.
For global policies: Click the dropdown menu beneath Where should this policy be applied, and select On all data sources, On data sources, or When selected by data owners. If you select On data sources, finish the condition in one of the following ways:
tagged: Select this option and then search for tags in the subsequent dropdown menu.
with columns tagged: Select this option and then search for tags in the subsequent dropdown menu.
with column names spelled like: Select this option, and then enter a regex and choose a modifier in the subsequent fields.
in server: Select this option and then choose a server from the subsequent dropdown menu to apply the policy to data sources that share this connection string.
created between: Select this option and then choose a start date and an end date in the subsequent dropdown menus.
Click Create Policy. If creating a global policy, you then need to click Activate Policy or Stage Policy.