Grouping data by file type

Create policies to group data by file type.

1. Create an Open tag to group data. For example, FileTypeGroup.
   1. Go to Metadata > Tag Management
   2. Under Tags click Add Tags.
   3. Select Open in the Type menu.
   4. Click Submit.
2. Create an AUTOTAG policy with a relevant filter criteria. For example, Filetype = 'pdf'.
   1. Go to Metadata > Tag Management.
   2. Under Policies click Add Policy.
   3. Enter a name for the policy in the Name box. For example, FileTypeGroupTagging.
   4. Select Autotag from the Policy Type menu.
   5. Click Next step.
   6. Type filetype = 'pdf' as the filter criteria.
      Note: You can modify the filter criteria based on the file type you want to group. For example, if you want to group all JPG images, type filetype = 'jpg'.
   7. Click Add Tag.
   8. Select the file type group tag that you previously defined. In this example, the tag name is FileTypeGroup.
   9. Match the tag value with the filetype in the filter criteria. For example, if the filter criteria is filetype = 'pdf' use pdf as the tag value and then click Next step.
   10. Click the slider control to set the policy status to active.
   11. Under Schedule select the frequency for running the policy and then click Next step. For example, Now, Daily, Weekly, Monthly
   12. Review the policy and click Save to run the AUTOTAG policy.

   Note: You can manually refresh the IBM Spectrum® Discover database to confirm whether the policy is run properly. Refreshing the database is optional and not an essential prerequisite for the process. To manually refresh the database, follow the procedure shown:

   1. Go to Data Connections > Discover Databases.
   2. Click Run table refresh under the Metadata Summarization database
3. Create a policy to group data with a different file type tag value or modify the existing policy.
4. Define a schedule to rerun policies on a periodic basis.