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What is PII Scanning? 🤔

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The PII Scan view is built into two main views: Scan Profile and Scan Results.

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PII - Table of Contents

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PII - Details

PII Profiles

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What is a PII Profile?

This is where you configure ConnectSecure agents to scan for PII, set scan criteria, and determine file types to be scanned. You must configure a profile to use the PII scan feature.

Use the action toolbar to Add, Edit, Remove, or run PII Scans.

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Add Scan Profile

Add Scan Profile

  1. Tap on the Add button to create a new PII Profile.

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  1. Give the scan profile a Name of your choice.

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  1. Choose the Scan Type of data you want to identify.

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Tave Save when completed.

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Scan

Tap the Scan button to initiate a PII scan; you must first select at least one of the Scan Profiles.

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Edit Scan

You must first select an existing scan profile to use the Edit Scan options.

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three-dot Action menu and use Scan:

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Edit Scan

Tap on the three-dot Action menu and use Edit to modify an existing PII Profile.

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Make any desired changes, then tap Save; otherwise, click Cancel.

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Delete PII Scan

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You must first select an existing scan profile to use the Remove Scan options.

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Profile

Tap the three-dot Action menu, then Delete:

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Select Yes in the Confirmation box to remove the PII scan profile.

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PII Results

What are PII Scan Results? 🤔

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You can click on the PII Data column to see details of the PII data identified.

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PII - Action Toolbar Overview

The action toolbar has the standard Jobs and Alerts options.

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PII - Action Toolbar Details

Jobs

Tap to view the PII scan jobs for the selected company.

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Alerts

Tap to view the timeline-style alerts for the selected company.

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Need Support?

Contact our support team by sending an email to support@connectsecure.com or by visiting our Partner Portal, where you can create, view, and manage your tickets.

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