How redaction plan works?

[Romain.Fauvet]

Hello,

In a Data Classification workflow, it is possible to integrate a “redaction plan.” If I’m not mistaken, the redaction plan allows replacing terms/words with other elements in a document.

I have never been able to make it work.
Has anyone here successfully implemented it? If so, how did you get it to work?

Or am I completely wrong? In that case, what is the purpose of the redaction plan?

[dimav (Dmitry Vorontsov)]

Hi Romain, yes, that’s how it’s supposed to work. In the most basic scenario, you are supposed to be able to choose a word or a regex, e.g. card number, and replace it with something like [redacted].

By not being able to get it to work do you mean you couldn’t complete the configuration, or it errors, or anything else?

I also checked our documentation and I have to admit it is not very specific Redaction

[dimav (Dmitry Vorontsov)]

@Romain.Fauvet the team has helped me find this training: Rise 360
Please let me know if you can access it, you should be able to. It goes into a lot more deatai on what exactly needs to be done.

[derek.putnam]

Hey @Romain.Fauvet,
Did Dmitry’s suggestions answer your questions?

[Romain.Fauvet]

Sorry, but no.
If I could just have a video showing a file with a specific word being removed or replaced with a redaction plan, I would be the happiest man on earth!

[derek.putnam]

No worries, we haven’t given up yet! I’m sure the team will get back to you on Monday!

[SysMancer (Dakota Brewer)]

Hello @Romain.Fauvet

When you configured the redaction plan, did you also configure a migration workflow?

You can think of the redaction plan as the “template” used and the workflow is what applies the template to a document.

Once a redaction plan is created (as seen is the Rise360 content @dimav shared) you should see this:

Are you erroring out along the way? Or does the workflow error when it runs? We might need some more information to determine which direction we should go.

[Romain.Fauvet]

Of course, I did it.
If you have time, please send me a screen recording showing how you configure it, along with the result.

For example, I’ve created five files (Word, PDF, TXT, Excel, PNG) where I want the word “Romain” to be replaced with “Martin.”
In the workflow, the file go to the destination folder, but the word “Romain” is still there…

How can such a major feature from NDC be so hard to configure and so poorly documented?

[michael.paye]

Hi @Romain.Fauvet

Absolutely! Here is a video showing the end-to-end.

To add a little colour on what I show here:

1. Taxonomy - redactions work on the basis of replacing extracted regex values with the redaction text, so the clue type must be “Regex” for the redaction to work.
2. Redaction Plan - on a basic level for the test you’ve described you would only need to set the plan name and replacement text.
3. Workflow - on a basic level the only real difference from a normal migration is needing to set the redaction plan.
4. Files - text correctly shows the value identified by the regex rule.
5. Destination - files are not there yet pending the execution of the workflow.
6. Reclassify - I restart the services here to kick the process off a little quicker.
7. Results - files are created with the desired redaction applied.

I hope that this helps!

[Romain.Fauvet]

I owe you a beer! I did it—I think the issue was the text format. I was mainly using Standard.

[Romain.Fauvet]

Hi, Michael,

I’ve create a redaction test. it should replace specific regex ( french ssn) by a text.
But i got error :
Unable to redact document - migration skipped. Please see the Event logs for more details.

my doc is :

Taxonomie is ;

But every time , i got a failed ,

Can I get some help ?

[michael.paye]

Hi @Romain.Fauvet

The full details for the failure of the redaction can be found in the Window Event Viewer. I would recommend reviewing this in the first instance and if you have any concerns then please raise a support request providing an export of the event logs for investigation.

Thanks
Mike