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* Docs (#80)

* Fixed Anonymizer duplicates bug (#81)
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redis

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88 changes: 45 additions & 43 deletions README.MD
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@@ -1,14 +1,13 @@
[![Build status](https://dev.azure.com/csedevil/Presidio/_apis/build/status/Presidio-CI)](https://dev.azure.com/csedevil/Presidio/_build/latest?definitionId=48)


# Presidio - Data Loss Prevention API
**Context aware, born to the cloud, customizable data loss prevention service**

**Context aware, born to the cloud, customizable data loss prevention service**

## Description

Presidio *(Origin from Latin praesidium ‘protection, garrison’)* helps to ensure sensitive text is properly managed and governed. It provides fast ***analytics*** and ***anonymization*** for sensitive text such as credit card numbers, bitcoin wallets, names, locations, social security numbers, US phone numbers and financial data.
Presidio analyzes the text using predefined analyzers to identify patterns, formats, and checksums with relevant context.
Presidio *(Origin from Latin praesidium ‘protection, garrison’)* helps to ensure sensitive text is properly managed and governed. It provides fast ***analytics*** and ***anonymization*** for sensitive text such as credit card numbers, bitcoin wallets, names, locations, social security numbers, US phone numbers and financial data.
Presidio analyzes the text using predefined analyzers to identify patterns, formats, and checksums with relevant context.

You can find a more detailed list [here](https://microsoft.github.io/presidio/field_types.html)

Expand All @@ -19,25 +18,28 @@ You can find a more detailed list [here](https://microsoft.github.io/presidio/fi
* Text analytics - Predefined analyzers with customizable fields.
* Probability scores - Customize the sensitive text detection threshold.
* Anonymization - Anonymize sensitive text and images
* Workflow and pipeline integration - Monitor your data with periodic scans or events of
* Workflow and pipeline integration - Monitor your data with periodic scans or events of/from:
1. Storage solutions
- Azure Blob Storage
- S3
- Google Cloud Storage
* Azure Blob Storage
* S3
* Google Cloud Storage
2. Databases
- MySQL
- PostgreSQL
- Sql Server
- Oracle
* MySQL
* PostgreSQL
* Sql Server
* Oracle
3. Streaming platforms
* Kafka
* Azure Events Hubs

and export the results for further analytics:
1. Databases
2. Streaming platform
- Kafka
- Azure Events Hubs
1. Storage solutions
2. Databases
3. Streaming platforms

## The Technology Stack
Presidio leverages

Presidio leverages:

* [Kubernetes](https://kubernetes.io/)
* [spaCy](https://spacy.io/)
Expand All @@ -57,49 +59,49 @@ The [design document](https://microsoft.github.io/presidio/design.html) introduc
**Note:** Examples are made with [HTTPie](https://httpie.org/)

***Sample 1***

1. Analyze text
```
echo -n '{"text":"John Smith lives in New York. We met yesterday morning in Seattle. I called him before on (212) 555-1234 to verify the appointment. He also told me that his drivers license is AC333991", "analyzeTemplate":{"fields":[]} }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```
```sh
echo -n '{"text":"John Smith lives in New York. We met yesterday morning in Seattle. I called him before on (212) 555-1234 to verify the appointment. He also told me that his drivers license is AC333991", "analyzeTemplate":{"fields":[]} }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```

***Sample 2***

You can also create reusable templates
You can also create reusable templates

1. Create an analyzer project
```
echo -n '{"fields":[]}' | http <api-service-address>/api/v1/templates/<my-project>/analyze/<my-template-name>
```
```sh
echo -n '{"fields":[]}' | http <api-service-address>/api/v1/templates/<my-project>/analyze/<my-template-name>
```

2. Analyze text
```
echo -n '{"text":"my credit card number is 2970-84746760-9907 345954225667833 4961-2765-5327-5913", "AnalyzeTemplateId":"<my-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```
```sh
echo -n '{"text":"my credit card number is 2970-84746760-9907 345954225667833 4961-2765-5327-5913", "AnalyzeTemplateId":"<my-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```

***Sample 3***

1. Create an analyzer project
```
echo -n '{"fields":[{"name":"PHONE_NUMBER"}, {"name":"LOCATION"}, {"name":"DATE_TIME"}]}' | http <api-service-address>/api/v1/templates/<my-project>/analyze/<my-template-name>
```
```sh
echo -n '{"fields":[{"name":"PHONE_NUMBER"}, {"name":"LOCATION"}, {"name":"DATE_TIME"}]}' | http <api-service-address>/api/v1/templates/<my-project>/analyze/<my-template-name>
```

2. Analyze text
```
echo -n '{"text":"We met yesterday morning in Seattle and his phone number is (212) 555 1234", "AnalyzeTemplateId":"<my-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```
```sh
echo -n '{"text":"We met yesterday morning in Seattle and his phone number is (212) 555 1234", "AnalyzeTemplateId":"<my-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/analyze
```

***Sample 4***

1. Create an anonymizer template (This template replaces values in PHONE_NUMBER and redacts CREDIT_CARD)
```
echo -n '{"fieldTypeTransformations":[{"fields":[{"name":"PHONE_NUMBER"}],"transformation":{"replaceValue":{"newValue":"\u003cphone-number\u003e"}}},{"fields":[{"name":"CREDIT_CARD"}],"transformation":{"redactValue":{}}}]}' | http <api-service-address>/api/v1/templates/<my-project>/anonymize/<my-anonymize-template-name>
```
```sh
echo -n '{"fieldTypeTransformations":[{"fields":[{"name":"PHONE_NUMBER"}],"transformation":{"replaceValue":{"newValue":"\u003cphone-number\u003e"}}},{"fields":[{"name":"CREDIT_CARD"}],"transformation":{"redactValue":{}}}]}' | http <api-service-address>/api/v1/templates/<my-project>/anonymize/<my-anonymize-template-name>
```

2. Anonymize text
```
echo -n '{"text":"my phone number is 057-555-2323 and my credit card is 4961-2765-5327-5913", "AnalyzeTemplateId":"<my-analyze-template-name>", "AnonymizeTemplateId":"<my-anonymize-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/anonymize
```

```sh
echo -n '{"text":"my phone number is 057-555-2323 and my credit card is 4961-2765-5327-5913", "AnalyzeTemplateId":"<my-analyze-template-name>", "AnonymizeTemplateId":"<my-anonymize-template-name>" }' | http <api-service-address>/api/v1/projects/<my-project>/anonymize
```

### Current Features Status

Expand All @@ -125,9 +127,9 @@ echo -n '{"text":"my phone number is 057-555-2323 and my credit card is 4961-276
| Datasink (output) | S3 | :white_check_mark: |
| Datasink (output) | Google Cloud Storage | :x: |

- :white_check_mark: - Working
- :large_orange_diamond: - Partially working
- :x: - Not working yet but we are on it :wink:
* :white_check_mark: - Working
* :large_orange_diamond: - Partially working
* :x: - Not working yet but we are on it :wink:

# Contributing

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# Development
# Development

## Setting up the environment

Expand Down Expand Up @@ -60,15 +60,32 @@
protoc -I . --go_out=plugins=grpc:../golang ./*.proto
```


## Development notes

- Build the bins with `make build`
- Build the the Docker image with `make docker-build`
- Push the Docker images with `make docker-push`
- Run the tests with `make test`
- Adding a file in go requires the `make go-format` command before running and building the service.
- Run functional tests with `make test-functional`

### Set the following environnement variables

#### presidio-analyzer

- `GRPC_PORT`: `3001` GRPC listen port

#### presidio-anonymizer

- `GRPC_PORT`: `3002` GRPC listen port

#### presidio-api

- `WEB_PORT`: `8080` HTTP listen port
- `REDIS_URL`: `localhost:6379`, Optional: Redis address
- `ANALYZER_SVC_ADDRESS`: `localhost:3001`, Analyzer address
- `ANONYMIZER_SVC_ADDRESS`: `localhost:3002`, Anonymizer address

## Load test

1. Edit `post.lua`. Change the template name
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