Viewing policies

You can view your policy information.

About this task

You can see a list of the active and inactive policies and their status.

1. Go to Metadata > Tag Management
2. Under Policies, view a table of the specified policies with the following aspects:

   Policy

   Displays the name of a policy.

   Type

   Displays the policy type. There are three types:

   • AUTOTAG: You can apply custom metadata values to some, or all of the records based on filter criteria.
   • CONTENT SEARCH: You can enrich metadata by using the built-in CONTENTSEARCH application.
   • DEEP-INSPECT: You can enrich metadata through content inspection of source data.

   Schedule

   Displays the frequency at which a policy is applied. Policy schedule times are displayed in Coordinated Universal Time (UTC).

   Done

   Indicates that the policy is applied.

   Daily: 00:00

   Indicates that the policy is applied one time a week on the displayed day and time.

   Weekly:[day], 00:00

   Indicates that the policy is applied one time a week on the displayed day and time.

   Monthly:[date], 00:00

   Indicates that the policy is applied one time a month on the displayed date and time.

   Status

   Displays the status and current state of the policy.

   • A policy's Inactive status shows the None state.
   • A policy's Active status can have a state of Initialized, Running, Paused, or Stopped.

   Progress

   Displays the percentage of completion of a policy.

   If there is an Error "yellow triangle" icon, you can hover the cursor over it to see more information.

   If there are some records that met the filter criteria but fail to be tagged, the number of failed records and the total number of records are displayed below the percentage of completion.

   If there are failures, the per policy execution log files can be examined to obtain more details of the failures. For more information, see Viewing policy history details and logs.

   Collections

   Displays the name of the collection that the policy applies to or the number of collections the policy applies to if there is more than one collection.

   Last modified by

   Displays the name of the user who last modified the collection.

   Last modified

   Displays the date and time that the collection was last modified.

   You can add a policy by clicking Add Policy +. For more information, see Adding auto-tagging policy parameters or Adding deep-inspection policy parameters on page 19.
3. Click a policy to select it. The following screen displays:

   

   From the screen, you can perform the following actions:

   Start, Pause, Stop, or delete

   You can start, pause or stop a policy. For more information, see Running policies.

   Edit/Delete

   Use the Edit "pencil" icon to modify a policy. Use the Delete "trashcan" icon to delete a policy. You cannot delete a policy that is running (The "trashcan" icon is made unavailable).

   View

   Preview the details of the selected policy.