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Content-Based Classification Rules

A content-based classification rule specifies file attributes, as well as data patterns within the files, that fit a particular type of data. For example, credit card numbers, driver's license numbers, text files created last month by user X@domain.com. Each such rule is associated with a category.

Creating a Content-based Classification Rule

In the process of creating a content-based classification rule, File Access Manager performs an AND operation between each expression. However, some operators act as an internal OR (for example, the IN operator).

To create a Content-Based rule, complete the following steps:

  1. Navigate to Compliance > Data Classification > Rules.

  2. Select + New Rule > Content-Based Rule.

    The available Content-Based Rule fields include:

    • Rule Name (mandatory field) - Rule names are unique. It is best to create a naming convention that avoids using the same name twice.

    • Categories - One or more categories to tag files that meet rule requirements. To add a new category to the Categories list, select Manage Categories and add a new item.

  3. In the web client, navigate to Compliance > Data Classification > Rules > New Rule >.

  4. In the Rule Criteria section, add the general details to the Content-Based Classification rule.

    Users can search for existing rules, using filters.

    Users can perform the following actions on rules:

    • Edit (only user-defined rules)
    • Duplicate
    • Delete (only user-defined rules)

  5. Create an expression and select Save.

    Note

    Users can edit or delete existing rule criteria.

  6. Add additional rule requirements as needed.

  7. Select Save to save the new content-based rule. The system adds the rules to the Rules list.