A GEODI Project brings data sources, discovery rules, permissions, and other policies together. Project Wizard is a tool that allows you to create new projects or edit existing ones.

Project Wizard has four pages:

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First Page:Template Selection

The first page allows you to select a template and is displayed only the first time. You can not change the base template once you have created the project. There are two template types:

1. Templates that come from DECE-STORE Modules. It is essential to choose the right template that provides an easy start. DECE-STORE offers hundreds of modules covering PCI/DSS, GDPR, HIPAA, PDPL, DPDPL, and country-specific regulations.

2. Any previous project can be used as a template.

Second Page:Data Sources

GEODI works with many different ☁️ Cloud and 💻 On-Premise data sources.

To add a data source, you’ll typically need:

• 📍 Address of the source

• 🔑 Login details (credentials)

• ⚙️ Special settings for that source

👉 Each data source has its own guide, which you can find in the links below.

Some of the Standard Settings (available for every data source)

• 🔒 Permissions → You can set project-wide permissions or limit access by data source. These settings apply only inside GEODI and do not change anything on the source system. Details are on the User/Authorization ManagementPreviewpage.

• 🏷️ Display name and icon → Choose them carefully for clarity, but you can update them anytime.

• 📊 Sampling options → Define how much data is processed during scans.

• 📖 Full details are explained here: GEODI Data SourcesPreview

Third Page:Discovery Scope

This page is where you set the Discovery Scope. If you started with a ready-made template, you’ll already see many recognizers listed.

What you can do

• ➕ Add more recognizers

• ➖ Remove recognizers (right-click to delete)

• 🔄 Change the order of recognizers

New Recognizers

GEODI templates cover all discovery requirements of known regulations. So, you do not need to add a new recognizer most of the time. But in case your organization’s specific requirements or GEODI Q AI-based recognizer, you can add your own recognizer:

Testing → Each recognizer includes a “Try” option. This is especially useful for:

• Macros

• Regex

• GEODI Q’s AI-based recognizers

Since these may require trial and error, the try option helps fine-tune results before applying them. Please note that writing a new recognizer involves a lot of testing, sample documents, and rules to decrease false positives and negatives.

Order Matters → Recognizers run from top to bottom.

• If an earlier recognizer matches a phrase, later ones may not detect it.

• This may happen when rules overlap—for example, a regex that matches all 10-digit numbers may block the specific rule for phone numbers. ⚠️ However, this is not the case for GEODI templates and default recognizers, which are designed to avoid such conflicts.

Dictionary and RecognizersPreview

Fourth Page:Project Settings

The fourth and last page of the Project Wizard is where you set the overall project options.

The example below shows:

• 📂 Classification is enabled

• 🔄 The project is running in continuous discovery mode

• 🖹 OCR → Whether text inside images or scanned documents should be read and processed.

• 🔒 Permissions → Who can view or manage the project.

• Advanced settings → Defaults are usually enough, but you can use them as needed.

⚠️ Important about Editing Projects

• If you edit a project while it is actively scanning, saving your changes will stop the scan.

• Scanning will restart only at the next scheduled time, or manually.

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