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Create a Files Task

To create a task in Files, go to Files > Tasks. This displays the Task Definition screen. To create a new task, click the Add New Task Definition tab. The following screenshot shows the user interface for creating a task:

  1. Enter a meaningful task name in the Task Name field and a description in the Task Description field. The task name must be unique to the task. It can be up to 256 characters and consist of letters, numbers, and certain symbols (! @ # $ _), without any spaces. The definition can be if the task name and contain any combination of numbers, letters, and symbols.

  2. Select the attribute name from the Task Attribute drop-down. This option allows to add tags to the created task.

  3. Choose a Task Type from the given list of options. There are six types of task user can create.

    1. Detection

    2. Masking/Field Encryption

    3. Decryption

    4. FP Encryption

    5. FP Decryption

    6. Row Encryption

  4. The Manage Scan Locations panel lets you select the directories for scanning. This panel displays the two tabs i.e., Include In Scan and Exclude From Scan.

    *Note: To decrypt tasks, ensure that appropriate roles have been assigned before executing the

    encrypting task. To know more, refer to the Role Management.

    1. Include In Scan tab displays the list of all directories which have been selected for scanning. To delete a directory, click Trash button in the Actions column. To include a directory for scanning, perform the below steps:

      1. Click Select Directories to choose the files or folders for scanning. This will open the File Browser from where files or folders can be selected.


        The File Type drop-down displays two options i.e., Local File and VSAM.

        1. Local File: The Local File option displays the list of all directories and the folders. It supports different file formats such as PDF, excel, csv, etc. To select a directory and a folder in Local File, perform the below steps:

          1. Select a directory in the left section of the panel. This will display the list of all files and folders in the right section of the panel. To select a file or folder, check the checkbox available with the Type column.

          2. Click the Add button to include the selected files or folders in the bottom section of the panel.

            To delete a selected file, click Trash button in the Actions column. Check the checkbox in the Homogenous Type column to enables the drop-down in the File Type column. The drop-down in the File Type column displays two formats of the file i.e., JSON and XML

          3. Click Done button to make the changes effective else click Cancel.

        2. VSAM: The VSAM option displays the list of all VSAM files based on the string entered in the search textbox. This option is available only for detection task. Perform the below steps to select a VSAM file:

          1. To select a VSAM file, enter the string in the Search textbox. This will list all the files which start with the search string entered in the Search textbox.


          2. To select a file, check the checkbox available with the Type. Click Add button. This adds the selected file in the bottom panel.

          3. Click Save button to make the changes effective else click Cancel.

    2. Exclude From Scan tab displays the list of all selected scan locations or the file extensions which need to be excluded while scanning. The tab is enabled when Detection and Masking/Field Encryption are selected in Task Type field.

      1. To add extension, enter the file extension in the textbox and click Add button. This will add the file extension in the below panel. To delete a file extension, click Trash icon in the Actions column.


      2. To add scan location, click the + Select Directories or Browse button. Perform the below steps to select a file(s):


        1. This opens the File Browser. Select a file or a directory in the left section. This displays the list of files and folders for the selected directory.

        2. To select a file or folder, check the checkbox available with the Type column. Click Add button. This adds the selected file or folder in the bottom panel of the file browser.


        3. Click Done button to make the changes effective else click Cancel.


    3. Include Files that Failed Previously check box will be greyed out for a fresh scan. Check this option if some elements of a previously executed task got skipped or the task was completed with errors. This option is available only for detection tasks.

    4. Delete Input Files on Job Completion option is available for Masking/Field Encryption and Row encryption task types. Check this checkbox to delete the input files after task has been executed successfully.

    5. Job Configurations: Check this checkbox to update the cluster-based properties for a task. Click on Job Configuration to setup the parameters list. The value for Job configuration will contain pre-defined key and value. If you have not specified any Job Configuration, then default parameter list will be executed.


      To configure, enter the key and value. Click Add. This will add the details of key and value. Click Save to save the configuration details, else click Cancel.

  5. Select Policy panel displays the list of all available compliance policies. You can view all Pre-Defined and User Defined policies in this panel. To add a new policy, click + Add Policy button. To know more, refer to section Policy. To select one or more policies, check the checkboxes available with the policy name.


  6. Pre-Defined And Custom Sensitive Types panel displays the list of all Pre-defined and Custom Sensitive types. To select a sensitive type, check the checkbox available with the sensitive type names. To add a sensitive data type, click + Add New Sensitive Data Type button.


    *Note:

    1. Row Encryption uses default row encryption configuration for masking. This will mask all the entries of the row and is best suited to unstructured datatypes such as text files.

    2. FP Encryption uses default encryption configuration to protect the original data format. This option is best suited to structured datatypes.

    3. FP Decryption can only be executed on data that has been encrypted using FP Encryption.

    4. Decryption can be executed on data that has been encrypted using FP Encryption or Field Encryption.

  7. If you select Masking/Encryption as the Task Type, Protection Option and Consistent fields are also available. Select the required Protection Option for the selected sensitive types. For details about all the masking options available in PK Protect, refer to Protection Options.

  8. Click Save button to save the task. To execute the task instantly after saving, click Save and Execute button. Click Save As button, if you want to save the task with the same configuration but with different name.

    To edit an existing task, select the task from the Task panel of the Task Definition screen. Click edit icon under the Actions column. To edit an existing task, select the task from the Task panel of the Task Definition screen and click Pen icon under the Actions column.


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