Exact Match For Manual Upload (Beta) - Netskope Technical Documentation

To complete the configuration using the manual upload, you need a user with write access to the Exact Data Match Module.
The New Exact Match allows users to manually upload a CSV file (Single file in one attempt) and share the hashes with a destination configuration. For this, the destination configuration can be either the Netskope Exact Data Match Plugin or the Netskope EDM Forwarder/Receiver Plugin (with Type set to Forwarder only).

Only .csv files are supported, with a maximum size of 1GB and up to 25 columns allowed.

Click play to watch a video.

Configure a New Exact Match

Go to Exact Data Match > Sharing and Upload Management.
Click New Exact Match.
Select delimiter: Select the delimiter used in your file before uploading. This is essential for correct parsing of the file. Also please validate the columns listed in the table.
Click Browse and select a CSV file. The header value present in the selected CSV will be shown as Fields.
After the CSV file has been selected successfully, you can perform following actions as per your needs:
- Sanitization (Name Column): Sanitize the content by checking the Name Column checkbox. (Default: Unchecked)
  The Sanitization Process performs the following actions:
  - One character: The cell will be marked as invalid if it contains only one character.
  - Digits: Cells containing digits will be marked as invalid.
  - Stopwords: Cells that match a stopword from the list will be marked as invalid (This works only if the “Remove stopwords” checkbox is checked).
  - Non-alphanumeric characters: Remove all special characters to validate the cell.
- Hash Generation: Divided into two actions, Normalization and Create Dictionary.
  - Normalization: Select the value from dropdown to normalize the data value (Default: NONE). Number normalizations ignore characters such as dots, dashes and spaces. For example, a number such as 123-45-6789 or 123 45 6789 will be treated as 123456789. A string normalization ignores the case sensitivity of the letters.
  - Create Dictionary: Select a value from the dropdown to create dictionary of unique values for selected field that can be used in DLP rule in the Netskope Tenant. (Default: None)
    Use the Create Dictionary option only when necessary, as this operation is resource-intensive and may impact system performance. Choose this option thoughtfully for optimal efficiency.
Remove Stopwords: Check if you want to remove certain stopwords as part of the sanitization process. (Default:Unchecked) Ensure that Name Column is checked for the applicable field to reflect the changes.
Remove quotes: Keeps values with commas or quotes together (like addresses: “123 Main St, Apt 4B”). Helps when uploading database exports that may include empty/null fields.
Proceed without sanitization: By unchecking this option, the sanitization process will be applied before the hash generation step (Default: Checked).
Click Continue.
Click Preview Good File or Preview Bad File to preview the sanitization result. You can preview the sanitized output of the first 20 records.
EDM Hash Upload Destination: Select appropriate destination configuration to push the hashes.
Target: Auto-selected value, based on the destination configuration selected.
Click Generate EDM Hash to proceed and save the upload.

Monitoring the Status of Manually Uploaded Files:

View the status of uploaded files to monitor their processing and ensure successful completion.

Go to Exact Data Match > Sharing and Upload Management.
The status values are as follows:
- Scheduled: Indicates that the sharing has been configured and the pull and push operation are still waiting in the queue for processing.
- Generating Hash: Indicates that the generating hash process has been started. At this stage, in the background fetching > validating > sanitization (if opted for) > generating hash staged will be included.
- Uploading Hash: Indicates that uploading hash to the destination configuration has been started.
- Upload Completed: Indicates that hashes are uploaded to the destination configuration.
- Checking Apply Status: At this stage, checking the apply status of hashes to the destination configuration.
- Apply In Progress: This represents that the hash process is started and in progress state on the destination.
- Completed: Indicates that hash file has been pushed successfully to destination configuration.
- Failed: Indicates that the final result of the action has been failed to execute. The actions are Generating Hash, Uploading Hash, and Checking Apply Status.

Only .csv files are supported, with a maximum size of 1GB and up to 25 columns allowed.

Click play to watch a video.

Configure a New Exact Match

Go to Exact Data Match > Sharing and Upload Management.
Click New Exact Match.
Select delimiter: Select the delimiter used in your file before uploading. This is essential for correct parsing of the file. Also please validate the columns listed in the table.
Click Browse and select a CSV file. The header value present in the selected CSV will be shown as Fields.
After the CSV file has been selected successfully, you can perform following actions as per your needs:
- Sanitization (Name Column): Sanitize the content by checking the Name Column checkbox. (Default: Unchecked)
  The Sanitization Process performs the following actions:
  - One character: The cell will be marked as invalid if it contains only one character.
  - Digits: Cells containing digits will be marked as invalid.
  - Stopwords: Cells that match a stopword from the list will be marked as invalid (This works only if the “Remove stopwords” checkbox is checked).
  - Non-alphanumeric characters: Remove all special characters to validate the cell.
- Hash Generation: Divided into two actions, Normalization and Create Dictionary.
  - Normalization: Select the value from dropdown to normalize the data value (Default: NONE). Number normalizations ignore characters such as dots, dashes and spaces. For example, a number such as 123-45-6789 or 123 45 6789 will be treated as 123456789. A string normalization ignores the case sensitivity of the letters.
  - Create Dictionary: Select a value from the dropdown to create dictionary of unique values for selected field that can be used in DLP rule in the Netskope Tenant. (Default: None)
    Use the Create Dictionary option only when necessary, as this operation is resource-intensive and may impact system performance. Choose this option thoughtfully for optimal efficiency.
Remove Stopwords: Check if you want to remove certain stopwords as part of the sanitization process. (Default:Unchecked) Ensure that Name Column is checked for the applicable field to reflect the changes.
Remove quotes: Keeps values with commas or quotes together (like addresses: “123 Main St, Apt 4B”). Helps when uploading database exports that may include empty/null fields.
Proceed without sanitization: By unchecking this option, the sanitization process will be applied before the hash generation step (Default: Checked).
Click Continue.
Click Preview Good File or Preview Bad File to preview the sanitization result. You can preview the sanitized output of the first 20 records.
EDM Hash Upload Destination: Select appropriate destination configuration to push the hashes.
Target: Auto-selected value, based on the destination configuration selected.
Click Generate EDM Hash to proceed and save the upload.

Monitoring the Status of Manually Uploaded Files:

View the status of uploaded files to monitor their processing and ensure successful completion.

Go to Exact Data Match > Sharing and Upload Management.
The status values are as follows:
- Scheduled: Indicates that the sharing has been configured and the pull and push operation are still waiting in the queue for processing.
- Generating Hash: Indicates that the generating hash process has been started. At this stage, in the background fetching > validating > sanitization (if opted for) > generating hash staged will be included.
- Uploading Hash: Indicates that uploading hash to the destination configuration has been started.
- Upload Completed: Indicates that hashes are uploaded to the destination configuration.
- Checking Apply Status: At this stage, checking the apply status of hashes to the destination configuration.
- Apply In Progress: This represents that the hash process is started and in progress state on the destination.
- Completed: Indicates that hash file has been pushed successfully to destination configuration.
- Failed: Indicates that the final result of the action has been failed to execute. The actions are Generating Hash, Uploading Hash, and Checking Apply Status.