Advanced Settings for Data Sources

You can enable Advanced Settings while configuring your data source. This will allow you to configure scanning and classification profiles, scan frequency scheduling, and data mapping settings.

The Advanced Settings consists of three parts:

Select Profiles

Select a scan profile to sync setting and configuration preferences between the target source and the OneTrust application. If you select the Catalog & Scan type, you also have the option to choose a classification profile at this time.

Select Asset for Data Mapping Automation

Select an asset from the Data Mapping Automation module to associate with the data source.

Expected Terms

Use the Allow Expected Terms list to add terms to objects found in the data source.

To select profiles

For new Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. Click Add Data Sources. The Data Discovery Gallery screen appears.

  3. Select the type of data source. The Create Data Source screen appears.

  4. Fill out the fields and enable Advanced Configuration.
  5. Click Next button. The Advanced Settings screen appears.

  6. Select an existing scan profile or click the Create Scan Profile button configure a custom option.
    Note:

    For more information on scan profiles, see Setting Up Scan Profiles.



  7. If you selected a scan profile that is set to the Catalog & Scan types, you can also choose the classification profile.


  8. Click the Save button.

For existing Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. Select a data source. The Data Source Details screen appears.

  3. Go to the Settings screen.
  4. In the Scan Configuration section, click the Edit icon next to Scan Profile or Classification Profile (dependent on Catalog & Scan type choice).
  5. Select a profile for this data source from the available options.


  6. Click the Save button.

To select assets for data mapping

For new Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. Click Add Data Sources. The Data Discovery Gallery screen appears.

  3. Select the type of data source. The Create Data Source screen appears.

  4. Fill out the fields and enable Advanced Configuration.
  5. Click Next button. The Advanced Settings screen appears.

  6. Select an existing asset from data mapping or create a new asset. Select the data subject type.
    Note:

    An asset can only be linked to a single data source at a time. You will receive an error alert if one is already mapped.



  7. Click the Save button or add expected terms.

For existing Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. In the Mapping section, click the Edit icon next to Asset.
  3. Select new Assets and/or Data Subject Types for this data source.
    Note:

    An asset can only be linked to a single data source at a time. You will receive an error alert if one is already mapped.



  4. Click the Save button.

To add expected terms

For new Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. Click Add Data Sources. The Data Discovery Gallery screen appears.

  3. Select the type of data source. The Create Data Source screen appears/

  4. Fill out the fields and enable Advanced Configuration.
  5. Click Next button. The Advanced Settings screen appears.

  6. Select an existing asset from data mapping or create a new asset. Select the data subject type.
  7. Click the Select Terms button.


  8. Select the terms and click the Save button.


  9. Click the Save button.

For existing Data Sources

  1. In the Data Discovery menu, select Setup > Data Sources. The Data Sources screen appears.

  2. In the Expanded Terms section, click the Select Terms button for Allowlisted Terms. The Add Expected Terms modal appears.


  3. Select one or more expected terms for this data source.
  4. To exit the terms modal, click the Save button.
  5. Click the Save button.