Creating distribution rules for workflows

When creating workflows, you can create distribution rules so that reviewers only see the subset of the data that is relevant to them (for example, an audit for a report could be set up so that a database administrator only sees report data for his or her particular databases).

Before you begin

Version 3.4.x and later This content only applies to Guardium® Insights Version 3.4.x and later.

To create a distribution rule, click Distribution rules in the Workflows page and then click Create rule in the Distribution rules page.

Procedure

  1. Set the match condition for the rule:
    1. Choose the data point for the condition.
      Note: If you create a schedule for a report that does not include the data point, the distribution rule will not be available for selection when creating the schedule.
    2. Set the match value:
      • Equal: Choose this if you want the rule to include the exact data point value.
      • Not equal: Choose this if you want the rule to exclude the exact data point value.
      • In group: Choose this if you want the rule to include the data point value if it is in a particular group.
      • Not in group: Choose this if you want the rule to include the data point value if it is not in a particular group.
    3. If you choose a match value of Equal or Not equal, enter the value to match in the Value field (if you selected Database type as the data point, select the database type from the list).
    4. If you choose a match value of In group or Not in group, select the group to match from the list.
  2. Select the recipient or recipients who will receive notifications. Select the users or roles to include in the distribution rule (if you choose a role, all users assigned to that role will be included). You can also type in the email addresses of users to include.
  3. Click Next.
  4. Enter a name for the distribution rule - or accept the generated name.
  5. Optional: Enter a description for the rule.
  6. Click Finish.

What to do next

After adding a distribution rule, you can view it by clicking its name - or you can edit it by selecting Edit next to it in the list of distribution rules. To delete the rule, click Delete in the menu next to the rule - or select the rule's checkbox and then click Delete.