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dataautomation [2018_08_24 17:50] – add text from https://docs.google.com/document/d/1taNvI2Z-0R3IagfHHL_xGK9plgUClDEw9BTMx9wBRP0/edit# stevenautomationrules [2018_09_21 03:34] – [Introduction] steven
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 # Data Automation Rules # Data Automation Rules
  
-An administrator can pre-configure actions to be automatically performed when different types of content is detected.  For example, an email could be sent, or a file moved or restricted based on the detection of personally identifiable information. +## Introduction
  
-For data automation rules to be enabled the Content Discovery module must be enabled, and providers configured for content search. For more information see Content Discovery.+Whether for compliance or competitive reasons, organisations often need to take action based on documents of special interest. 
 + 
 + * Documents that contain personal data restricted under GDPR? - Don't allow them to be shared! 
 + * Sales contracts reference obsolete SKUs? - Notify the the legal team and move them to quarantine! 
 + * Files containing the name Ernie Madeoff? - Send email to the finance director! 
 + 
 +An administrator can pre-configure actions to be automatically performed when different types of content are detected.  For example, an email could be sent, or a file moved or restricted based on the detection of personal data.  
 + 
 +Applies to: 
 + 
 + * Enterprise File Fabric Appliance [Add-On] (since [[cloudappliance/applupdatev1808|v1808]]) 
 + 
 +See Also: 
 + 
 + * [[contentdiscovery]] 
 + * [[contentdiscoveryconfig]] 
 + 
 +For data automation rules to be enabled the Content Discovery module must be enabled, and providers configured for content search. For more information see [[contentdiscoveryconfig]].
  
 The Data Automation Rules configuration page is accessed from the Organization menu by users with the Administrator role.  The Data Automation Rules configuration page is accessed from the Organization menu by users with the Administrator role. 
 +
 +{{ :contentdiscovery:data-automation-structure.png?nolink&400 |}}
 +
  
 ## Creating an Automation Rule ## Creating an Automation Rule
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 For a content detection event the condition is a Content Detection Category. For example “GDPR” or “North America - National Identifiers”.  The condition is true (and the action will be executed) if content has been detected by a content detector that is included in the selected Content Detection Category. For a content detection event the condition is a Content Detection Category. For example “GDPR” or “North America - National Identifiers”.  The condition is true (and the action will be executed) if content has been detected by a content detector that is included in the selected Content Detection Category.
  
 +{{ ::dataautomation:content-is-detected.jpg |}}
  
 Select ***Create Rule*** to begin adding actions. Select ***Create Rule*** to begin adding actions.
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  * Choose to only send to members to have access to the file  * Choose to only send to members to have access to the file
  
 +{{ :dataautomation:email-members-of-role.jpg |}}
  
 An email like the following will be sent when matching content is detected: An email like the following will be sent when matching content is detected:
  
 +{{ :dataautomation:alert-email.jpg |}}
  
 ### Send an Email to an Email Address ### Send an Email to an Email Address
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  * A valid email address.  * A valid email address.
  
 +{{ :dataautomation:send-email-to-address.jpg |}}
  
 ### Disable file url creation ### Disable file url creation
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  * Optionally disable shared links that have already been created.  * Optionally disable shared links that have already been created.
  
 +{{ :dataautomation:disable-url-creation.jpg |}}
  
 ### Move the file to another folder ### Move the file to another folder
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  * Optionally disable shared links that have already been created.  * Optionally disable shared links that have already been created.
  
 +{{ :dataautomation:move-file-to-folder.jpg |}}
  
 A suffix is added to the file as it is moved which includes the date and time. This prevents subsequent updates overwriting the quarantined version. An additional optional suffix may also be added. File extensions are preserved. A suffix is added to the file as it is moved which includes the date and time. This prevents subsequent updates overwriting the quarantined version. An additional optional suffix may also be added. File extensions are preserved.
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