Creating Classification Rules and Classifiers

Create a classification rule to classify data for protection. When you create a classification rule, you can also configure the classifiers to use for the rule.
  1. On the Classification Rules view, click the Add Rule icon: .
  2. In the New Classification Rule dialog box, configure the following information:
    Classification Rule Property Description
    Name The name for the classification rule. Displays in the Classification Rules list.
    Classification Category The name of the category of data to be classified. All custom classification rules use a CUSTOM: prefix, as follows: CUSTOM:<category>.

    When you create a policy procedure to alter and protect the data classified by this rule, you specify a classification category pattern based on this classification category.

    Score The score to apply to data classified by the rule. Use a number between 0 and 1.0. 1.0 is considered the highest level of classification.

    When you configure a policy to alter and protect the data classified by a rule, you specify a classification score threshold related to this score.

    Comment Optional comments to describe details about the rule or how it should be used.
  3. Click Save.
    The new rule displays with two classifiers that act as templates. The first is configured to classify by field names, the second by field values.
  4. To edit one of the existing classifiers, click Edit for the classifier that you want to change.
  5. In the Manage Classifier dialog box, configure the following properties:
    Classifier Property Description
    Regular Expression Type The regular expression language to use:
    • RE2/J
    • Java regular expression

    Use RE2/J for better performance unless you require advanced features available only in Java regular expressions.

    Match With Determines how the classifier matches and classifies data:
    • Field Name - Matches based on field names.
    • Field Path - Matches based on field paths.
    • Field Value - Matches based on field values.

    To increase the chance of accurate classification, use multiple classifiers that match in different ways. For example, matching on field values can enable classifying sensitive data even after field names or field paths change. For more information, see Understanding Classifiers.

    Patterns Regular expression to specify the set of field names, field paths, or field values to classify. Use the regular expression language specified in the Regular Expression Type property.

    To add additional patterns, click Add Another.

    Case Sensitive Indicates whether the classifier performs case-sensitive matches.
  6. To save the classifier, click Save.
  7. Edit or delete the other default classifier as needed.
    If you want to use more than two classifiers, use the Add Classifier icon to add additional classifiers.
    To delete unnecessary classifiers, click Delete for the classifier that you do not want to use.