Using categories. Assigning data to categories

The application uses categories to monitor data leaks and search for information on SharePoint sites. Data categories contain criteria against which the application recognizes data matching the corporate information security restrictions on SharePoint sites

In this application usage scenario, you will learn how to categorize data and use categories in the operation of Kaspersky Security. You can begin using the application by analyzing the data that needs to be protected against leaks and assigning such data to different categories.

Data categories are required to classify information that you need to protect against leakage.

Data category. A set of data united with a common feature or subject and corresponding to specific criteria (e.g., a combination of words used in text in a certain order). The application uses data categories for recognizing information in files being uploaded and stored on SharePoint. The application allows using preset Kaspersky Lab data categories and creating custom data categories.

Kaspersky Lab categories. Predefined data categories developed by Kaspersky Lab specialists. Categories can be updated during application database updates. A security officer cannot modify or delete those predefined categories.

You can create data categories manually upon the following criteria:

• Quotations from documents. Text fragments from documents that must be protected against leakage.
• Document templates. Files with text data used as patterns for creation of new documents. The application protects against leakage all documents that have been created on the basis of those templates.
• Keywords. Word, phrase, or sequence of characters that the application uses for recognizing data in files being uploaded and stored on SharePoint that need to be protected against leakage. Keywords can be added to data categories.
• Table data. Information organized in a table format that must be protected against leakage. Table data is processed in Kaspersky Security using CSV (Comma Separated Values) files.

Scenario of data distribution by categories

1. Prepare the documents that you need to protect against leakage and distribute them by groups in accordance with general criteria (for example, accounting records, personal data, or information about new technologies).
2. In accordance with those general criteria, distribute data by categories:
   • To recognize text fragments precisely, use categories with quotations from documents. You manually add to a category documents from which quotations need to be tracked. The application recognizes quotation from documents by comparing data in the category against data uploaded to and stored on SharePoint.
   • To recognize full text from documents, use categories with document templates. You manually add to a category files with text data that need to be tracked.
   • To recognize text information (such as details of the organization's technologies and workflows), use keyword categories. You add keywords to the category manually. The application recognizes the data by keywords or expressions, selecting them from multiple keywords that have been specified in the category settings.
   • To recognize information stored in tables (such as personal records of employees or information about their wages), use table data categories. You add table data to the category manually. The application recognizes the data by the number of matches with table cells that has been specified in the category settings.
   • Use preset Kaspersky Lab categories to recognize data belonging to the most common categories (such as medical records, personal data, and bank details).

You can use categories to monitor and prevent data leaks and to search SharePoint websites for data.