Creating a Data Classification Policy

Creating a data classification policy involves defining several policy details to make the policy unique. Any new policy can be used as a template and the basis for additional policies.

To create a new policy:

1. In the web client, navigate to Compliance > Data Classification > Policies > New Policy.

   The available Classification Policy fields / buttons that display in this window include:

   • Policy Name - Policy names are unique. It is best to create a naming convention that avoids using the same name twice.

   • Activate/Deactivate Policy - Users can activate or deactivate a policy using this button.

   • Owner - The login user is the creator of the policy. (This field is read-only.)

   • Description - Free text.

2. Users can add existing rules or create a new rule for a policy:

   • Add an existing rule, using the Add Rule search field.
   • Select +New Rule to add a new rule.

   The rule you added displays in the Rules Assigned list.

   Users can perform the following actions on rules:

   • Activate/deactivate
   • Edit (only user-defined rules)
   • Remove

3. Select Save to save the new policy. The system adds the policy to the Policies list.

To search for an existing policy:

1. Navigate to Compliance > Data Classification > Policies.

   Search for existing policies by typing a name or part of a name in the following search fields:

   • Policy Name
   • Owner

2. Search by status by selecting an option from the Status dropdown menu.

Fine-tune the search even further by selecting an option from the Scope Type dropdown menu or by typing a name or part of a name in the Application Type search field.

You can perform the following actions on a selected policy:

• Activate/deactivate
• Edit (only user-defined policies)
• Duplicate
• Delete (only user-defined policies)