Data Mapping Discovery Automation Overview

Note:

The Data Mapping Discovery Automation feature is available for customers with solution packaging only.

Introduction

The Data Mapping Discovery Automation feature from OneTrust allows you to sync with external systems with secure credentials to seamlessly generate records in your data map without extensive, technical integration setup. This promotes easier monitoring of assets to maintain up-to-date inventories, which improves visibility and reduces manual configuration fatigue. The following system automations are currently available:

Asset Detection

Data Element Detection

For guidance on reviewing pending assets, Inventory Review & Automation Feature Guide.

To manage automations

You will need to set up automations in order to see them appear in this list screen for management. Refer to the feature guides above to get started.

  1. On the Data Mapping Automation menu, select Inventory > Assets. The Assets screen appears.

  2. Click the Manage automation button. The Automations screen appears.

  3. You can locate automations using the search field, system sort option, or organize certain columns alphanumerically like Name and Status.
    Tip:

    Use the Refresh icon to update the screen with the latest automation sync details.



  4. Click the Assets count for a given automation to populate the Assets list screen filtered with the assets created via this automation.
    Note:

    Duplicate assets will not be created if there are multiple automations running for the same data source to avoid redundant scanning. The total number of assets will be reflected in the overall asset count.

  5. Select the Name of an automation to enter the Automation details screen.


  6. In the Primary Information section, click the Edit icon next to a field to update the default details created during setup like Name, Owner, Organization, and Schedule.


  7. In the Credentials section, click the Edit icon next to AWS Access Key or AWS Secret fields to modify this information.


    You can also use the Change Credentials button swap for entirely new AWS credentials.



  8. The Automation overview card will display the last occurred automation sync and provide the automation's status.


  9. If the automation has an errors, the overview card will provide details as to what happened.


    Use the Review errors button to inspect and resume the automation sync once you have resolved the issue.



  10. Any time the automation discovers new assets, the Records card will capture the total count found. Click the linked number to be taken to a filtered view of the Assets screen in Data Mapping Automation of these assets.


  11. Navigate to the Activity log tab to review the historical actions taken on the automation. The log will capture the following:

    • Automation created

    • Automation executed

    • Automated edited