To effectively implement data card anonymization within the Efecte Service Management (ESM) platform, follow these steps, mindful of the structure and guidelines provided by your organization:

Activating Anonymization in Platform Settings

 Anonymization is configured by specifying the templates and their respective attributes that require anonymization. This is done by adding the template code and attribute names in the platform settings, adhering to the format `anonymise.[template] = code1,code2,code3`. For instance, to anonymize personal information within a "person" template, you would use `anonymise.person = first_name, last_name, email`.

Adding New Templates and Attributes for Anonymization

In the platform settings, reference the provided example ("1." in the screenshot below) as a guide for configuration. To introduce additional templates and attributes for anonymization, manually add new entries to the Name and Value fields within the platform settings ("2." in the screenshot below). It's crucial not to modify the initial example but to append new configurations as needed.

Considerations for Historical Data

It's important to note that historical data is not subject to anonymization. To ensure comprehensive data privacy, it may be advisable to disable the collection of historical data for templates where anonymization is enabled.

Accessing Data Anonymization

Once the platform settings are correctly configured, the option to anonymize data cards becomes available under the “…More” menu in the data card view mode. This function is restricted to Efecte administrators with root user privileges, ensuring controlled access to this powerful data protection tool.

Executing Anonymization

Selecting the "Anonymize" option triggers confirmation pop-ups, requiring explicit approval before proceeding. Upon confirmation, the specified attributes will either be replaced with "Anonymized" or cleared, depending on their data type. This applies to various attribute types, including dates, references, and numeric fields, ensuring sensitive information is effectively obscured or removed.

Please note that the language used to anonymize values is determined by the language setting of the user performing the anonymization.