Create exact data match sensitive information type workflow new experience

Creating and making an exact data match (EDM) based sensitive information type (SIT) available is a multi-phase process. They can be used in Microsoft Purview data loss prevention policies, eDiscovery and certain content governance tasks This article outlines the workflow and links to the procedures for each of the phases

Tip

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Applies to

  • New experience

If you want to create an EDM SIT using the classic experience see, Create EDM SIT classic experience.

Before you begin

Make sure you review:

The work flow at a glance

Phase What's needed
Phase 1: Export source data for exact data match based sensitive information type - Read access to the sensitive data
Phase 2:Create the sample file - Know the column headers and the format of the data you will be looking for in each column.
Phase 3: Create the EDM SIT - Access to Microsoft Purview Compliance portal > Data classification > Exact data match
Phase 4: Hash and upload the sensitive information source table for exact data match sensitive information types - Custom security group and user account
- Hash and upload from one computer: local admin access to a computer with direct internet access and to host the EDM Upload Agent
- Hash and upload from separate computers: local admin access to a computer with direct internet access and host the EDM Upload Agent for the upload and local admin access to a secure computer to host the EDM Upload Agent to hash the sensitive information source table
- Read access to the sensitive information source table file
Phase 5: Test an exact data match sensitive information type - Access to the Microsoft Purview compliance portal

See also

Next step