Modifying policies

You can modify your policies to work with and use your data more effectively.

1. Go to Metadata > Tag management
2. Under Policies, select a policy you want to modify and click the Edit "pencil" icon on the header.
   The Edit policy page appears. The policy parameters displayed depends on the policy type. The policy configuration area changes depending on the Extract tag from path setting.

   Note: You cannot modify the name and the policy type.
3. Modify the collections that the policy applies to (if required).
4. Modify or enter a filter in the Filter box.
   The filter must be constructed by using standard SQL syntax. For more information, see example filters on page 17.
5. Modify the parameters specific to the policy type (if required).
   • For more information about AUTOTAG policy types, see Adding auto-tagging policy parameters.
   • For more information about DEEP-INSPECT policy types, see Adding deep-inspection policy parameters.
   • For more information about CONTENT SEARCH policy types, see Adding content search policy parameters, Adding deep-inspection policy parameters, or Managing user accounts.
6. 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.

7. Specify a Schedule to apply the policy. Policy schedule times are entered in Coordinated Universal Time (UTC).

   Now

   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 to apply the policy by clicking the hour and minute from the widget that displays. 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 displays.
   2. Select the day of the week from the list of days.

   The policy is applied one time 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 displays.
   2. Select the date by clicking the month and day from the widget that displays.

   The policy is applied one time a month on the specified day and time.

8. Under Review check all the changes you have made.
9. Click Save to save the changes.
   The modified policy is displayed in the list of policies on the Policies tab.