Editing Privacy through Manage Services

About this task

Discover privacy enables the removal or masking of sensitive customer data that is part of the web transaction stream.

In general, it is recommended that you apply privacy rules through the Unica Discover Network Capture Application. However, depending on the volume of web traffic, you may need to move some privacy filtering into the Windows™ pipeline.

For more information on DNCA privacy, see "DNCA Web Console - Rules Tab" in the Unica Discover Network Capture Application Manual.

As your web application changes over time, you may need to update the privacy rules that are applied to session data passing through the Windows™ pipeline. The following steps provide a general approach to managing privacy updates through Manage Services.

Note: Privacy rules should be developed on production data. Instead, you should use the standalone Privacy tester utility to iterate on your privacy rules before you use Manage Services to deploy them into the production data stream. See Privacy Tester Utility.

When you are ready to deploy privacy rules modifications to the production transaction stream, please complete the following steps:

Procedure

  1. In the Manage Services WorldView tab, select the Transport Service node.
  2. If you have not yet added the Privacy or Privacy session agent to your pipeline, you can do so now. See "Manage Services Pipeline Editor" in the Unica Discover Administration Manual.
  3. To edit privacy rules for an existing session, agent, under the Transport Service node, click Privacy Filter configuration.
  4. In the Config Actions pane, click View/Edit.
  5. The Privacy Filter configuration dialog is displayed in which you can create or edit the rules, tests, and actions to apply to transactional data being passed through the privacy filter in the Windows™ pipeline.
  6. To save changes, click Save.
  7. Define a Push Configuration job to assign the configuration changes to any other Processing Servers in the Discover environment. See "Manage Services Jobs Tab" in the Unica Discover Administration Manual.