Creating a DSAR Campaign

To create a DSAR Campaign, open the DSAR Wizard by navigating to Compliance > DSAR > DSAR Management > New DSAR.

General Details

1. Provide an appropriate Name and Description.
2. Select the DSAR Purpose according to the type of campaign requested:
   • Information Disclosure
   • Data Redaction
   • Data Deletion
3. Enter details and instructions for the reviewers to explain the request and what to check for in the validation stage. This text will be displayed in the review screen and the campaign email templates sent out for reviewers.

4. Enter a Due Date based on the due date type and date/length of campaign:

   • After – set the length of the campaign. The due date will be set as this interval starting with the date the campaign is started.
   • On – set the actual due date at the time of creating the campaign.

5. Select Next to open the DSAR Query page.

DSAR Query

1. Select a Scope Type to target specific applications or application types. This will allow for the campaign results to be filtered by specific applications or application types:

   • All – lists all applications defined in the system
   • Application Type – select the appropriate application type(s)
   • Application – select the appropriate application(s)

   The query consists of one or more field matches. To add a field to the search, select the + button.

   Add at least one search criterion. The more well-defined the search criteria, the more accurate the results.

    !!! note
   
       Multiple aliases and email addresses can be entered. Separate multiple values with a comma.
   

   If marked Required, this value must be included in the file to satisfy the query. When selecting Required, the Relevancy Score will be calculated off that identifier.

2. Select Next to open the Review Process page.

Review Process

1. Set one or more reviewers to check this DSAR Campaign's results. Reviewers can be individual users or groups of users.

   There is an option on the next screen to configure sending invitations and reminders to the reviewers.

2. Select the account type: User or Group.

3. Select an account by typing part of the name, and selecting from the list.
4. Select Next to open the Summary page.

Summary

Review your DSAR campaign settings and configure notifications and reminders for reviewers. Using the Save button options, you can choose to automatically run the campaign upon saving it, or save and manually run the campaign at a later stage.

Key information on the Summary page:

• Due Date - For campaigns with a fixed due date, or campaigns that had already started.
• DSAR Query - The query defining the identity to act on. The unique identifier values are partially obfuscated, displaying the last four digits/characters.
• Scope - Provides the target applications associated with the campaign.
• Request Purpose - Provides the reason for the campaign.
• Review Process - Displays the number of reviewers. Click on the number to open a dropdown list of reviewer names.
• Campaign Invitation - Select this option to have the system send an invitation to all the reviewers.
• Reminders Schedule - Select this option to send weekly email reminders to all reviewers with pending actions, at 8 AM on Monday (local time).

Final Steps

1. Select Save to store the campaign without running it or select Save & Run to start the campaign.

Note

If the campaign is only saved, the entire campaign will be editable. If the campaign is saved and run, only the General Details and schedule will be editable.