How to protect any Transformation sample documents that are stored in the KTA Database

Issue

There is a requirement to prevent any user from viewing both Extraction and Classification training documents within the Transformation Designer.  This is typically required when there is potential sensitive data present on the training / sample documents (e.g. social security numbers).

Solution

There is a feature within the Transformation Designer called Protect Project.  

Protecting a project encrypts all existing training documents so that they are not visible to any user. Any documents added after a project is protected are not encrypted so that the user can test changes to locator methods.

If you have any external training sets, you cannot protect a project. If you do have external training sets, either make them internal, or remove them altogether before protecting your project.

You can protect a project by following these steps:

1. From the File menu, click Protect Project.

   The Create Password window is displayed.

2. In the Create Password window enter the following information.
   1. Enter a Password and then Confirm password. 

      Make a note of this password as it is needed to unprotect a project.

      This password must be at least 10 characters long up to a maximum of 64 characters. Spaces and special characters are allowed.

3. Click OK.

   Your project is protected and any training documents are no longer visible to users.

   The Protect Project setting is disabled and the Unprotect Project setting is enabled.

Level of Complexity 

Moderate

Applies to  

References

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