Create a New Data Privacy Project

All of your data privacy definitions must be made within the boundaries of a project.

To create a new Data Privacy project

1. Open the repository where you want the data privacy project to reside.

2. To add a project, right-click on an open repository and select Create New Project.

   The Create New Privacy Project dialog box appears.

3. Enter a Name for your project. Project names must be unique within a repository.

   Important

   Data Privacy project names are not case sensitive. So, you will get a duplicate project name error if you use the same project name in upper case and again in lower case.

4. Enter a Short name for your project. The short name must be eight characters or fewer and follow mainframe naming conventions for data set names. The short name is required because it will eventually be used as a node within the audit trail data set.
5. Enter an optional description for your project.

6. Click OK. You will return to the previous view. Your project now appears alphabetically in the Rules Explorer view below the global project. To open this project, double-click the project name, or right-click the project name and select Open Project. If no other project is currently open, this project will open automatically when created.

   The information on the Project Overview is now filled in with the information you entered when you created the project.

   Important

   Multiple projects can be open at the same time.

   What to do with a project after it is created

7. You need to create new data elements or import global data elements for this project. For complete details about how to work with data elements, see the Manage-Data-Elements topic and the other related topics in that section of the help. The Manage Data Elements section provides detailed information about data element processing types, what to do with invalid, null, and long data values, and how to create source data identifiers, set processing options, deal with data identifier restrictions, and import global data elements.
8. You need to create new rules or import global rules for this project. For complete details about how to work with rules, see the Manage Project Rules topic and the other related topics in that section of the help. The Manage Project Rules section provides information on how to create a new rule, import a global rule, create rule actions, and create with rule variables.
9. Add project metadata if desired. Using existing metadata is optional. See Manage-Metadata for information about what type of metadata you can use, and see Add-Project-Metadata for information on adding existing metadata to your project.

10. After your data elements and project rules have been created, you will use one of BMC's File-AID products (for which you have a license) to access your dynamic privacy rules and disguise your data.