DSAR Bulk Operations

Running a bulk operation allows administrators to submit a list of records to be searched, such as a list of names, emails, and address combinations. These large requests will reach the responsible party in bulk, and will need to be handled in bulk to avoid unnecessary additional work.

See Bulk Campaign Creation to understand how to create and run bulk campaign.

A user also has the ability to perform bulk actions on campaigns. To see each bulk action available, see Bulk Actions.

Bulk Campaign Creation

To create a bulk campaign, navigate to Compliance > DSAR > DSAR Management > Bulk Create.

To run a bulk campaign, a data source must be identified. From the drop-down menu, select the appropriate data source for the campaign.

File Access Manager allows the user to import campaigns in bulk using a data source.

Note

If a data source needs to be created or edited, navigate to Admin > Data Source. For more information on data sources, see Data Source Types and Usages.

Select a campaign field to be mapped.

Note

Multiple aliases and email addresses can be entered. Separate multiple values with a comma.
Map at least one Review field. This can either be Review Users or Review Groups.

A pop-up displays allowing the user to verify the bulk creation.
Select Create to store the campaign without running or Create & Run to start the campaign.

Once the action is taken, select Yes or Cancel.

If Yes was select, a message displays stating that a task to run the campaign(s) was created. The progress of the campaign can be monitored at Task Management > Tasks. An automatic email will also be sent to the reviewer, notifying them of the new campaign they need to review.

Running Campaigns in Bulk

If a user wants to initiate the data discovery and review process tasks, navigate to Compliance > DSAR > DSAR Management.

Select the desired number of campaigns.
Select Run Campaigns.

A confirmation pop-up appears, asking the user to confirm the running of the selected campaigns.
Select either Yes or Cancel.

Verifying Campaigns in Bulk

To verify that the personal data identified through the campaign(s) have been remediated, navigate to Compliance > DSAR > DSAR Management.

Select the desired campaigns.
Select Verify Campaigns.

Note

This task will only start with campaign statuses of Remediation - Completed.

A confirmation pop-up appears, asking the user to confirm the verification task for the selected campaigns.
Select either Yes or Cancel.

Canceling Campaigns in Bulk

To cancel the campaign(s) execution, review process or avoid any further changes to the campaign(s), navigate to Compliance > DSAR > DSAR Management.

Select the desired campaigns.
Select Cancel Campaigns.

Note

This task will only start with campaign statuses of Data Discovery.

A confirmation pop-up appears, asking the user to confirm the canceling of the number of selected campaigns.
Select either Yes or Cancel.

Ending Campaigns in Bulk

To finalize the campaign(s) review process, end the execution process and prevent any further changes, navigate to Compliance > DSAR > DSAR Management.

Select the desired campaigns.
Select End Campaigns.

A confirmation pop-up appears, asking the user to confirm the ending of the number of selected campaigns.
Select either Yes or Cancel.

Deleting Campaigns in Bulk

o permanently remove all information related to the campaign(s), including the DSAR query results, progress history, pending and committed conclusions, and associated comments, navigate to Compliance > DSAR > DSAR Management.

Select the desired campaigns.
Select Delete Campaigns.

A confirmation pop-up appears, asking the user to confirm the deleting of the number of selected campaigns.
Select either Yes or Cancel.

Remediating Campaigns in Bulk

To queue a task to scan all data assets involved in the selected campaign(s) and verify that the personal information identified through the campaign(s) has been remediated, navigate to Compliance > DSAR > DSAR Management.

Select the campaigns.
Select Remediate Campaigns.

A confirmation pop-up will appear, asking the user to confirm the remediation of the selected campaigns.
Select either Yes or Cancel.