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, perform the following steps:

1. Navigate to Compliance > Data Classification > Rules.

2. Click + New Rule >Content-Based Rule

   A New Content-Based Rule window displays.

   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, click 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 click Save.

   Note: Users can edit or delete existing rule criteria.

6. Add additional rule requirements as needed.

7. Click Save to save the new content-based rule.

   The system adds the rules to the Rules list.