Learn how to use custom data profiles in Cortex Cloud Data Classification, which are labels that are applied to a data object and define a data-related business case.
Overview
A data profile is a label which is applied to a data object such as a file or table and defines a data-related business case.
Data profiles are a fundamental component of your organization's data security strategy, serving as the vehicle that defines what is considered sensitive data. Data profiles specifically outline the sensitive data your organization aims to discover, monitor, or receive alerts about. Profiles can be applied to and calculated for various data sources, including files, tables, and text-based information such as API calls.
You can create data profiles to customize sensitive data definitions according to your requirements, complementing or extending the predefined out-of-the-box (OOTB) profiles.
Understand custom data profiles
Unlike OOTB profiles, which are fixed lists and cannot be edited or erased, custom data profiles offer full flexibility: they can be edited, duplicated, deleted, disabled, or enabled. This means you can either build a custom profile from scratch, or start by duplicating an existing OOTB profile and then modifying it. When you duplicate an OOTB profile, the system initially assigns it a name "copy of X," but you can rename it as required.
Create a new custom data profile
When creating a custom data profile, you need to define various parameters that specify what constitutes sensitive data.
In the lower left part of the screen, click → .
In the Configurations column, under Data Classification, click Data Profiles.
On the Data Profiles screen, click + Add Profile.
On the Create New Data Profile screen, do the following:
In the Data Profile Name field, specify a data profile name. To add an optional description, click Add description and enter a description in the text box that opens. If you change your mind and want to remove it, click Remove description.
Under Select Data Location, select the locations that you want to assign to your new data profile:
Cloud: includes a variety of parameters.
Endpoints: Includes only data patterns.
APIs: Includes only data patterns.
Under Set Conditions, select the filters you want to set for your new data profile.
Cloud: Includes a variety of filters.
Endpoints: Includes only data patterns.
APIs: Includes only data patterns.
Note
If you choose two data locations, only the filters they have in common will be included in the possible filter options.
Click Create.
The new custom data profile now appears in the Data Profiles list.
Manage custom data profiles
You can manage custom data profiles as follows:
Edit: You can fully edit any custom profile.
Duplicate: All custom profiles can be duplicated using the context menu in the Data Profiles list.
Delete: Only custom data profiles can be deleted using the context menu in the Data Profiles list.
Important
Deleting a data profile deletes all past data associated with it in all modules using Cortex Cloud Data Classification after a warning notification is displayed.
Enable or Disable: You can enable or disable any data profile, custom or OOOB.
Important
Enabling and disabling a data profile removes or re-adds the data profile results to the data objects; that is, files and tables.
Enable and disable data profiles
Note
For more information, see How to disable and enable data profiles in Cortex Cloud Data Classification.