The Sources page is your control center for managing all the authoritative sources of information that feed into your data inventory and create the building blocks for your Data Map. These sources ensure that your data inventory stays up to date by automatically syncing and adding new data.
Sources can be automated systems, like Single Sign-On (SSO) tools, CDPs, and/or Cloud DBs, or manual inputs, such as assessments completed by your team members. These sources will populate your data inventory and automatically keep it up to date.
Identify the Sources You Need
Before diving in, take some time to consider which sources you’ll need to create. Your goal is to ensure that all applications currently used by your company that process personal information (PI), or might process PI in the future, are automatically discovered and added to your data inventory.
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Why is this important?
A complete and accurate data inventory is crucial for compliance and risk management. It helps you keep track of all data stores your company is responsible for, ensuring that nothing falls through the cracks. -
Where to start?
If your company uses an SSO system (like Okta or OneLogin), this is a great first source to create. An SSO system can often capture a wide range of applications used across your organization, making it a powerful tool for building a comprehensive data inventory.
Steps to Create a Source
Now that you’ve identified the sources you need, it’s time to create them in Osano. Here’s how:
Step 1: Navigate to Sources and Click the 'Add Source' Icon:
You’ll find this icon at the bottom right of the sources table. It looks like a plus sign and is your gateway to adding new sources.
Step 2: Fill Out the New Source Form:
In the 'New Source' modal that appears, you’ll need to enter the following information:
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- Source Type: Choose whether the source is an automated system (like an SSO) or a manual input (like an assessment).
- Source Name: Give your source a clear and descriptive name so you can easily identify it later.
- Owners (Optional): Assign owners to this source if desired. Owners are responsible for maintaining the source and ensuring it stays up to date.
- Authentication Credentials (If Applicable): For automated sources, enter the highest level of credentials possible. This ensures the source has full permission to discover and sync all relevant applications.
Step 3: Save the Source:
After filling out the form, click 'Save'. Your new source will now appear in the sources table, queued for its first update.
Review Discovered Applications
Once your sources are created and start syncing, they’ll begin discovering applications that may contain PI. For automated sources, this process may take anywhere from a few minutes to a few hours depending on the complexity of the system and the amount of content to be scanned.
Discovered Data
Once scanned, the contents discovered within the connected sources will be see on the Discovered Data page. This page is accessible via the Data Mapping section in Osano's navigation panel. The Discovered data should be reviewed and managed within this section.
Review Discovered Data:
Properly reviewing and categorizing discovered applications is key to maintaining an accurate and actionable data inventory. This step ensures that all discovered applications are accounted for and correctly mapped.
By following these steps and fully utilizing the Sources page, you can ensure that your data inventory in Osano is both comprehensive and up to date. This solid foundation will help you effectively manage and visualize your organization’s data landscape.
Edit a Source
If you need to make changes to an existing source:
Click the Pencil Icon to Edit
This icon appears next to each source in the sources table. Clicking it opens the 'Manage Source' modal.
Edit the Source Details
In the modal, you can update the source's name, assign new owners, or change the authentication credentials.
Save Your Changes
Click 'Save' to apply the changes and update the source.
Delete a Source
If a source is no longer needed:
Click the Trashcan Icon
This icon next to each source allows you to delete the source.
Confirm Deletion
A 'Confirm Delete' modal will appear, asking you to confirm that you want to delete the source. Confirming this action will permanently remove the source.
IMPORTANT
Deleting a source will remove any applications discovered by that source, but it will NOT delete any data stores that those applications have been assigned to. This helps ensure that your data map remains intact even if a source is removed.