Adding policies

You can add policies to help with data management.

About this task

To add a policy, you must define the policy and its parameters, establish a schedule to run the policy, and save the policy.

You can add custom metadata values to all or a subset of the records based on filter criteria. For example, you can add a project name to records based on their location within the file system or owner ID.

You can add a policy filter, which is similar to the where clause in an SQL query. The filter must be constructed by using standard SQL syntax:
  • To enact a policy on all files not accessed in one year, the filter might be written as: 
    atime < (NOW() - 365 DAYS)
  • To enact a policy on all files owned by Smithers, the filter might be written as: 
    owner='Smithers'
  • To enact a policy on all PDF files in cluster cl1 and data source fs1, the filter might be written as: 
    cluster='cl1' and datasource='fs1' and filetype='pdf'

Procedure

  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, MyPolicy).
  4. Select the required policy type from the Policy Type menu.
    The policy types are:
    • AUTOTAG
    • CONTENT SEARCH
    • DEEP-INSPECT
  5. Click Next step.
  6. Complete the policy information:
    1. Select the list of Collections the policy applies to. If no collections are selected, the policy applies to all collections available to the user when run.
    2. You must use a filter for the policy. The filter defines which set of records the policy acts on. Enter your filter into the Filter box (for example, size > 100).
    3. Complete the policy-specific parameters based on which policy type you select in step 3:
      1. You can set parameters for AUTOTAG policy types. For more information, see Adding auto-tagging policy parameters.
      2. You can set parameters for DEEP-INSPECT policy types. For more information, see Adding deep-inspection policy parameters.
      3. You can set parameters for CONTENT SEARCH policy types. For more information, see Adding content search policy parameters.
  7. Click Next step
  8. Now that your policy parameters are defined, you must schedule the frequency.
  9. Click the slider control to set the status to one of the following values:
    Active
    An Active policy is run whenever its scheduling event is reached.
    Inactive
    An Inactive policy is not run when its scheduling event is reached, including the Now event.
  10. Select a Schedule to apply the policy. Indicate whether you want to schedule the policy Now, Daily, Weekly, or Monthly.
    Note: Policy schedule times are entered in Coordinated Universal Time (UTC).
    Now
    Indicates that the policy is applied immediately unless the policy's status is Inactive.
    Daily
    Indicates a specific time of day to apply the policy. Enter the time of day by clicking the hour and minute from the widget that is shown. The policy is applied daily at the specified time.
    Weekly
    Indicates a specific day and time in which to apply the weekly policy:
    1. Enter the time of day to apply the policy by clicking the hour and minute from the widget that is shown.
    2. Select the day of the week from the list of days.
    The policy is applied once a week on the specified day and time.
    Monthly
    Indicates a specific day and time in which to apply the monthly policy:
    1. Enter the time of day to apply the policy by clicking the hour and minute from the widget that is shown.
    2. Select the date by clicking the month and day from the widget that is shown.
    The policy is applied once a month on the specified day and time.
  11. Click Next step.
  12. Review the data and click Save to save the new policy.
    The new policy displays in the list of policies under the Policies tab.