Policy engine

Policies offer a method whereby you can schedule one-time or repetitive actions on a filtered set of records.

The policy management API service is a RESTful web service that is designed to create, list, update, and delete policies. You can use a policy to initiate action on a select set of indexed documents or data. You can do a task immediately or on a set schedule.

Several types of policies that are supported by IBM Data Cataloging enrich the metadata records. You can create policies with information to determine which set of documents to run, the action to take, and when to run policies periodically.

A policy includes

Policy ID

Name of the policy.

Filter

Selects a set of documents to work.

Action

ID, parameters, and schedule.

The following list is a description of the policies.

AUTOTAG

A policy that tags a set of records based on filter criteria with a pre-defined set of tags.

CONTENT SEARCH

A policy that uses the built-in content inspection capabilities of IBM Data Cataloging to extract content from source data and index it automatically into the IBM Data Cataloging catalog.

DEEP-INSPECT

A policy that passes lists of files based on filter criteria to the analytics application that opens the source data file and extracts metadata information from it. The policy passes the data back to IBM Data Cataloging in the form of tags so you can do a search, and do the following activities:

• Set up a filter to do a search query that finds the candidates to apply the policy.

  For example, you can set an action for filtered candidates AUTOTAG: tag1: value, tag2: value

• Set a schedule to apply the policy by specifying the following methods:
  • Immediately
  • Periodically