Creating User-Defined Criteria

The Criteria Editor is a utility that allows users to create criteria from scratch or by copying and editing a pre-defined criteria item.

The criteria editor can be launched from DLPCriteriaEditor.exe in the installation directory under Bin\SensitiveData.

To create a new criterion from scratch, click the "+" button and select the criteria type. Provide the needed information for the selected criteria.

To change a pre-defined criterion, right-click the desired System Criteria list and select Copy. A copy of the selected criteria list will appear under My Criteria with copy added to the name. The copy can then be edited as desired.

There are three types of criteria to choose from:
  • Regular Expression Criteria
  • Keywords Criteria
  • Summary Criteria
Two items are included as part of all three criteria types:
  1. The Title appearing under My Criteria should be unique and descriptive.
  2. The Only for use in Summaries checkbox causes the criteria to be used only as part of the summary criteria.
Regular Expression Criteria
Regular Expression criteria are a set of pattern-matching rules that provide a concise and flexible means for matching strings of text. This criteria type can be used to verify a series of numbers as potentially valid, e.g. credit card numbers.
  • The Case Sensitive checkbox causes the scan to be case sensitive.
  • The Use validation checkbox allows for Luhn or Mod 11 validation.
  • The Analyze checkboxes allow criteria to be built to analyze Filename, File Metadata, and File Content.
  • The textbox is where the expression is entered.
  • The Number Slider indicates the number of matches from the list needed to classify a file as potentially sensitive.
Keywords Criteria
Keywords criteria consist of a list of comma-separated words. If any word in the list is found in the file, it is considered a hit.
  • If checked, the Case Sensitive checkbox causes the scan to be case sensitive.
  • The Analyze checkboxes allow criteria to be built to analyze Filename, File Metadata and File Content.
  • The textbox is where the keywords are entered.
  • The A..z button will sort keywords alphabetically and automatically remove duplicates. If checked, the Distinct checkbox causes the scan to search for unique hits of criteria.
  • The Number Slider indicates the number of keywords from the list needed to classify a file as potentially sensitive. If Distinct is checked, this is the number of unique keywords needed.
Summary Criteria
Summary Criteria are designed as a way of combining Regular Expression Criteria and Keywords Criteria for reporting purposes. These results are calculated according to the selected comparison operator (Any of, All of, or At least, which uses the value of the Number Slider).
  • Check the desired criteria from My Criteria, System Criteria, or both.
  • A Summary Query statement builds at the bottom with the appropriate comparison operator.

Select the radio button for the desired comparison operator. If At least is selected, a Number Slider appears to set the minimum number of criteria matches.