Getting Started

Protecto Overview
- Introduction
  Quickstart Guide
  Protecto Vault
  What is a token?
  Token customization
  Authentication
  Tokenization APIs
  Masking
  Mask with token
  Mask with format and token
  Identify and mask (Auto-detect)
  Unmasking
  What happens if an API fails?
  Asynchronous API's
  Bulk data
  Add new data source
  Snowflake
  Create and grant access to Protecto
  Add Snowflake to Protecto
  Salesforce
  Create connected app and user
  Steps to create connected app
  Steps to create Protecto user
  Add Salesforce to Protecto
  Azure SQL
  Connect using AD Application credentials
  Connect using database user credentials
  Databricks
  Add Service principal (Azure AD Application) to Databricks
  Steps to create Azure Databricks Cluster
  Steps to create Databricks python notebook and schedule job
  Redshift
  Create and grant access to Protecto user
  Add Redshift to Protecto
  Protecto FAQ's
  1. What are the steps after we sign up for a Protecto account?
  2. Can I sign up for a free account? How long is the trial period?
  3. What is Protecto license key? How can I get a new license key?
  4. How do I extend the trial period?
  5. What is the Protecto pricing model?
  6. How do I cancel my account?
  7. How do I unsubscribe / opt-out from emails?
  Compliance User Guide
  Risk Identification: Key Definitions
  Understanding Risks
  Find assets with severe breach risk
  Filter assets by breach risk level
  Find assets with other privacy risks
  Understanding Usage
  Find the data assets that were accessed
  Find the data assets that are not used
  Add Tags & Classification
  Add tags globally
  Classify tags to the categories
  Add tags with category to the data assets
  Remove tags with category from the data assets
  Governance
  Find all data assets
  Add/delete purposes
  Assign data owner for a data asset
  Add/delete consent, data subject type and location for a data asset
  Add/update retention time for a data asset
  Add/update minor data for a data asset
  Generate Compliance Reports
  ROPA (Records of Processing Activities)
  DPIA (Data Protection Impact Assessment)

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Protecto Overview

Introduction

Compliance User Guide

Add Tags & Classification

Add tags globally

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Last updated 1 year ago

Login as a Governance Manager.
Go to Customize -> Tags and classification.
Enter the tag and click the create button.