Steps for a Successful First Time Use

  1. Prerequisite —

    it is a requirement that a CopyStorm database exist prior to running CS:Govern.  If that is not the case then CS:Govern will present the user with an error prompt and will then gracefully exit.  Note that the CopyStorm database does not have to have data.  The minimal requirement is that the Salesforce object tables, along with a handful of CopyStorm metadata tables exist.  There are two strategies to consider here:

    • Strategy 1:  Execute CopyStorm with the “Schema Only” option set such that the Salesforce object tables will be created in the CopyStorm database, but no data will be copied.  Then CS:Govern can be used to add field encryption rules to the data that will eventually be copied down from Salesforce upon subsequent executions of CopyStorm.
    • Strategy 2: Execute CopyStorm with the “Schema Only” option unchecked such that the Salesforce object tables will be created in the CopyStorm database, AND data will be copied as well.  Then CS:Govern can be used to add field encryption rules to that data, and the generated Custodians can be run to encrypt the data according to the CS:Govern rules that were created.

    Regardless of the path taken, in either case a CopyStorm database will be present with the Salesforce object tables and the CopyStorm metadata tables. These are the necessary and sufficient tables required to successfully use CS:Govern.

  2. Using the  Main Tab Login to CS:Govern

  3. Using the  Edit Field Rules Tab Add Fields to be encrypted

  4. Using the Custodians Tab Run all Custodians that have been Added

  5. Using the Edit User Access Rules Tab Assign compliance categories to users and roles to control decryption permissions.