Global Project Definitions

Global project definitions allow for data elements and rules to be shared across projects. Whenever a repository is created, the global project is automatically created. The global project contains the sample data elements that are available for use in all projects. Additional data elements and rules can be added to the Global project.

Global Definitions

Global data elements and global disguise rules are managed by opening the global project and selecting the data element or rule to be modified.

Editing a global data element is exactly like editing a regular data element. The processing options are specified as are the source data identifiers. It is expected that source data identifiers created at the global level will be very general and will be based only on field name. These identifiers cannot be populated from project metadata because the global project does not have any metadata defined. For more information, see Create-a-New-Data-Element.

Global rules must always be created using only global data elements or global rule variables. For more information, see Create a New Data Privacy Rule.

Importing Global Data Elements and Rules

To use a global data element or rule, you must import it into your project. You can access the import function on the Data Elements view and the Rules view.

After clicking Global, you can choose from the list of global data elements or global rules. When a rule is imported, all of the definitions required by that rule are also imported automatically if they are not already in the project. When the data element or rule is imported, it immediately becomes available in the list of data elements or rules for your project.

Within a project, you can extend a global data element definition by adding additional source data identifiers. This does not change the original global definition. In addition, after the global data element has been imported into your project, the processing options and global identifiers can be viewed within your project, via the summary, but they cannot be modified from within the project.

After being imported, a global rule's content can also be viewed from within a project, via the summary, but cannot be modified. This means, for example, that you cannot add additional rule actions to a global rule that you have imported into your project.

Updates to Global Data Elements and Rules

Updates to global data elements or rules are normally applied automatically to your project whenever the data elements or rules are updated at their source. If you wish to prevent these updates from occurring automatically in your project, right-click the project in the Rules Explorer view and select Lock Project. Updates made to the global data elements or global rules will no longer be updated in your project. After this, if the global data elements or global rules are updated, you will get a notification message that updates have occurred each time you open the project, execute the rules, or run a report. You can only lock a project when the project is open.

Importing Composites

To use a global composite, you must import it into your project. You can access the import function on the Composites view.

After clicking Global, you can choose from the list of composites. When a composite is imported, all of the required data item and category definitions are also imported automatically. When the composite is imported, it immediately becomes available in the list of composites for your project.

Within a project, you cannot change the definition of the global composite.