Create exact data match sensitive information type in the New Experience workflow
Creating and making an exact data match (EDM) based sensitive information type (SIT) available is a multi-phase process. They can be used in Microsoft Purview data loss prevention policies, eDiscovery and certain content governance tasks. This article outlines the workflow and links to the procedures for each of the phases
Tip
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Applies to
- New experience
If you want to create an EDM SIT using the classic experience see, Create EDM SIT classic experience.
Before you begin
Make sure you review:
- Learn about EDM based SITs
- Get started with exact data match based sensitive information types (Overview)
Overview of the EDM workflow (New experience)
| Phase | Requirements |
|---|---|
| Phase 1: Export source data for exact data match based sensitive information type | Read access to the sensitive data |
| Phase 2:Create the sample file | Knowledge of the data fields (the column headers in your source table) and the format of the data you will be looking for in each column. |
| Phase 3: Create the EDM SIT | Access to the Microsoft Purview Compliance portal and permissions to create and edit EDM SITs |
| Phase 4: Hash and upload the sensitive information source table for exact data match sensitive information types | - Custom security group and user account - To Hash and upload from one computer: Local admin access to a computer with direct internet access and to host the EDM Upload Agent - To Hash and upload from separate computers: Local admin access to a computer with direct internet access to host the EDM Upload Agent for uploading your data and Local Admin access to a secure computer for hosting the EDM Upload Agent and for hashing the sensitive information source table. - Read access to the sensitive information source table file. |
| Phase 5: Test an exact data match sensitive information type | Access to the Microsoft Purview compliance portal. |
See also
Next step
- For the new experience: Export source data for exact data match based sensitive information types